你想過 一個問題嗎？ 如果 AI 學開車 只是模仿 最好的 人類司機 那它要如何 才能超越人類？ 過去的 FSD 就像一個 超級學霸 把所有高分 範本全都 背下來 最多也就是 考個滿分 但他永遠 成不了開創者 這就是 模仿學習 的天花板！ 但FSD V14 將徹底顛覆了 這套舊規則！ 它的核心 叫強化學習 特斯拉將用超過 10 萬個 GPU 在虛擬世界裡 讓 AI 自己下場 經歷數億次 近乎殘酷 的生死考驗！ 撞到行人？ 給AI重罰！ 用超越人類 本能的走位 化解危機？ 就給AI 超級獎勵！ 它不再是模仿 它是在創造 駕駛的最優解！ 這才是馬斯克 敢說 V14 接近 有感知能力 的真正底氣！ Robotaxi 的時代 真的要來了. ...

大家好我是大鱼 马斯克说 最新的FSD V14 开起来将会像个 有感知能力 的智慧体 这是在吹牛吗？ 恰恰相反 这代表特斯拉 AI 的学习模式 发生了 根本性的革命 过去它像个学霸 最多只能模仿 顶尖的人类司机 但V14将不再模仿 它是在虚拟世界中 经历数亿次 的试错后 自我创造出 超越人类的 驾驶技巧 这一步 就是Robotaxi 实现的关键 大家不要错过 今天的精彩内容 OK let's go 特斯拉的股票 周四收盘是423.39% 全天下跌了 19.4%美元 涨跌幅是4.38% 成交量是 9569万股 第一部分 FSD V14 下周发布！ 马斯克在X 上 放出重磅消息 他说FSD V14 版本 会在下周开始进行 早期大规模发布 接着大约两周后 会推出14.1%版本 最后是14.2%版本 他还表示 到14.2%时 车辆会几乎 像有感知能力 的智能存在一样 有感知能力 这话可不是 随便说说的 这肯定不是 什么小改版 这几乎是在暗示 特斯拉的AI 已经从一个工具 开始向一个 智慧体蜕变 这听起来很玄 但背后的技术逻辑 比你想的 还要硬核 今天我们就来聊聊 为什么V14 会是特斯拉FSD 从量变到质变 的关键一 ...

Key Insights - The report highlights the expectation of a recovery in various asset valuations driven by the rapid increase in Federal Reserve rate cut expectations and the positive sentiment surrounding AI technology [2][3] - The introduction of policies to expand service consumption is expected to create development opportunities in the service sector, particularly in areas such as chain services, entertainment, tourism, and elderly care [3] - The aviation sector is experiencing stable growth in supply and demand during the peak summer season, with an increase in passenger load factors, although ticket prices remain low [4] - Tesla's stock is supported by significant share purchases by Elon Musk, indicating confidence in the company's long-term prospects, alongside multiple catalysts expected to be released in September [5] Fixed Income - The report discusses the implications of potential Federal Reserve rate cuts, which could lower financing costs and improve macroeconomic growth expectations, benefiting emerging market stocks and commodities [2] Consumer Discretionary/Social Services - The report outlines five key areas and 19 measures aimed at enhancing service consumption, indicating a long-term growth potential for China's service sector, which currently lags behind developed countries in terms of GDP contribution [3] Transportation - The report notes that while domestic airline ticket prices have decreased by 6.5% year-on-year during the peak summer season, there is an expectation for a rebound in business travel demand in September, which may lead to improved pricing [4] Key Company - Tesla's recent stock purchase by Elon Musk, valued at approximately $1 billion, reflects his confidence in the company's future, with expectations for advancements in AI capabilities and product launches in the coming years [5]

Economic and Trade Relations - China and the US held talks in Madrid regarding economic and trade issues on September 14 [2] - A survey by Freightos indicated that nearly half of the 336 small and medium-sized enterprises in the US reported a cost increase of over 20% due to the government's global tariff threats [3] Investment Policies - New policies to promote private investment are being developed, which will set minimum participation ratios for private capital in major projects in sectors like railways, nuclear power, and oil and gas pipelines [7] Demographics - Japan's elderly population (aged 65 and above) reached 36.19 million, accounting for 29.4% of the total population, marking a historical high [8] - The number of employed individuals aged 65 and above is projected to reach 9.3 million in 2024, representing 13.7% of the total workforce [9] Industry Developments - The draft national standard for pre-prepared food safety is set to be publicly solicited for opinions, marking a significant step towards regulation in the pre-prepared food industry [13][15] - Midea Group responded to allegations of excessive working hours and unpaid wages, asserting that the claims were unfounded and that the employee's salary had been settled [21] Corporate Strategies - BYD's CEO Wang Chuanfu expressed ambitions to produce 10 million vehicles annually by 2028, aiming to surpass Toyota in global automotive production [30] - Tesla's CEO Elon Musk announced plans for the large-scale deployment of FSD V14 by the end of 2025 and the mass production of the Optimus robot by the end of 2025, highlighting significant advancements in AI and robotics [31]

大家好我是大鱼 今天的资讯 包括下面几个消息 1. Piper Sandler 最新报告 2. 特斯拉生产经营 方面的消息 3.xAI 怒告前工程师 关注这些领域的朋友 不要错过 今天重要的内容 OK let's go 特斯拉的股票 周五收盘是333.87% 全天下跌了 12.11%美元 跌幅是3.50% 第一部分 Piper Sandler 最新报告 Piper Sandler周五 发布了一份关于 与特斯拉投资者 关系团队 会面的新报告 他们表示对 Semi卡车项目发展 不抱太高期待 但依然给了特斯拉 一个400美元 的目标价 你说这帮人 是不是有点 精神分裂？ 他们一边唱衰 一边又怕踏空 但这也 正好说明了 现在的特斯拉 手上的牌多到 让这帮金融精英 都有些看不懂了 我们还是先聊 那个让很多人 等到天荒地老的 Semi 电动卡车 Piper Sandler 的报告说的很直白 他们对Semi 从未期望太多 我相信他们只是对 项目的发展速度 表达满意 对Semi的发展前景 他们应该 不会丧失信心 因为Semi 的目标 从来就不是 跟传统柴油卡车 拼那几毛钱的燃料费 它要的是颠覆 整个货运物流 的游戏规则 过去 ...

Group 1 - The United States and the European Union have reached an agreement on a trade framework, covering 19 key areas including agricultural products, automobiles, semiconductors, and digital trade barriers [2][3] - Walmart's Q2 revenue was $177.4 billion, exceeding analyst expectations, but adjusted earnings per share of $0.68 fell short of the anticipated $0.74, marking the first time in three years that profits did not meet expectations [4] - Intel is seeking additional funding through negotiations with large investors, while also considering a shift in government chip subsidies to equity stakes in the company [14][16] Group 2 - Meta has temporarily paused hiring in its AI department as part of organizational adjustments while establishing a new structure for upcoming AI projects [20][21] - TikTok Shop is preparing for the 2025 global Black Friday sales event, with significant investments in promotional resources to support cross-border merchants [28] - Ren Zhengfei stated that artificial intelligence may be the last technological revolution for human society, highlighting China's unique advantages in the field [29]

Investment Rating - The industry investment rating is optimistic (maintained) [1] Core Viewpoints - The report emphasizes the importance of the new governance plan for the vehicle transport industry, which aims to standardize operations and eliminate non-compliant vehicles, benefiting leading players like Changjiu Logistics [5][27] - The report highlights the advancements in intelligent driving technology, with companies like Li Auto and Xpeng showcasing new algorithms, which are expected to enhance market competitiveness [6][28] - The report notes the significant growth in the sales and delivery of vehicles equipped with Huawei's intelligent driving technology, indicating a strong market presence [29] Summary by Sections Weekly Market Review - The A-share automotive sector saw a weekly increase of 3.08%, ranking 9th among SW primary industries, with a cumulative increase of 16.21% since the beginning of 2025, ranking 12th [12][13] Weekly Topic: Standardization of Vehicle Transport Industry - The Ministry of Transport, Ministry of Public Security, and Ministry of Industry and Information Technology jointly issued a governance action plan to regulate the vehicle transport industry from July to December 2025 [5][20] - The new governance plan includes strict vehicle market entry management, enhanced loading supervision, and increased law enforcement checks to eliminate illegal vehicles [26][27] - The report anticipates that leading players will benefit from the standardization efforts, as non-compliant vehicles are expected to be phased out, leading to a more rational pricing structure [27] Weekly Insights: Focus on Intelligent Driving Innovations - The report suggests monitoring the developments in intelligent driving technology and strong vehicle models in the third quarter, as these are expected to create significant market opportunities [6][28] - It recommends focusing on strong OEMs in the intelligent driving sector and those targeting the high-end market, as well as component manufacturers with strong performance and low valuations [8][28] Weekly Highlights - Huawei's intelligent driving technology has been adopted in over 1 million vehicles, indicating a robust market presence [29] - The Ministry of Finance announced interest subsidies for consumer loans over 50,000 yuan, which may stimulate automotive sales [40] Investment Recommendations - The report recommends investing in strong OEMs such as Xpeng Motors, SAIC Group, BYD, and others, as well as component manufacturers like Huayang Group and Desay SV [8][45]

大家好我是大鱼 今天的资讯 包括下面几个消息 1. Robotaxi 下月对公众开放 2. Tesla应该做广告吗？ 关注这些领域的朋友 不要错过 今天重要的内容 OK let's go 第一部分 Robotaxi下月 对公众开放 马斯克刚刚 扔下震撼弹！ 特斯拉Robotaxi 下个月就对 公众全面开放！ 你没听错 就在网友质疑 为什么Robotaxi 还需要邀请时 马斯克亲自回覆 下个月 就全面开放！ 而且时间点 完美对上！ 特斯拉刚拿到 德州许可 9月1日就能在 奥斯汀自主运作 这意味着 他们必须在 短短45天内 将车队规模扩大 有可能从 现在的十几辆 暴增到100 甚至200辆！ 这简直是 疯狂的目标！ 他们要么在 一个半月内 招募并培训好 几百名安全员 要就是准备 直接去掉安全员 实现真正的 无人驾驶！ 如果真是后者 全世界都将 被彻底震惊！ 你认为马斯克 这次能兑现承诺吗？ Musk还提到 FSD V14即将在 六周后推出 参数增加10倍 性能大幅提升 安全数据一旦验证 车子就不会老是 提醒你注意安全了 这代表特斯拉 对FSD的表现 非常有信心 准备让更多人 体验这项技术 不过也有人猜 Musk说 ...

Autonomous Driving Technology - Tesla is prioritizing Robotaxi development, leading to a temporary slowdown in public FSD updates [2] - Tesla's Robotaxi FSD version in Austin enables unsupervised driving and rapid data collection for improvements [2] - Tesla's FSD may have multi-mode capabilities, switching between supervised and unsupervised modes [2] - A major FSD update is expected around September 2025, potentially increasing parameters by 450% and improving memory management [2] - Version 14 of FSD is anticipated to have a 10x increase in parameters [2] Recalls and Quality Control - Tesla recalled five Model Y vehicles due to a potential manufacturing issue with the horn [2] - The horn issue was traced to a loose ground terminal, causing an open circuit [2] - Tesla has corrected the production process to prevent future occurrences of the horn issue [2] Competitor Performance and Market Trends - Xpeng's July 2025 sales increased by 229%, delivering 36,717 vehicles [3] - Xpeng plans to expand to 60 countries and regions by the end of 2025, establishing over 300 overseas service outlets [3] - Ford's Model e electric vehicle division lost $133 billion in the second quarter of 2025 and $22 billion in the first half of the year [3] - Ford's electric vehicle revenue increased by 105% in the second quarter of 2025, reaching $24 billion [3] - New tariffs are expected to cost Ford an additional $2 billion this year [3]