国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 9月29日消息，据媒体报道，近日一名特斯拉工程师在工作期间受伤，将特斯拉及其供应商告上了法庭，索赔 5100万美元（约合3.6亿人 民币）。 据报道，50岁的彼得是特斯拉公司的技术人员。2023年7月，他在美国加州佛利蒙工厂协助工程师拆卸机器人时受到击打。 根据法庭文件，这台机器人原本放置在"非指定区域"，不符合设备设计要求。事故发生时，工程师试图移除机器人底部的电机以查看内部 组件，但机器人臂"突然且毫无警告地释放"，以相当于"约8000磅配重"的巨大力量击中亨特多布勒的身体，把他"扔到地上"并导致其"失 去意识"。他遭受了严重身体伤害，包括物理创伤、情绪困扰和财务损失，已累计医疗费用达100万美元，预计未来还将额外产生600万美 元费用。 亨特多布勒把特斯拉和机器人发那科美国公司告上法庭，后者是一家日本公司，是肇事机器人生产商。他要求赔偿5100万美元，包括工资 损失、精神损害、疼痛折磨以及收入能力下降。 诉状显示，亨特多布勒指控特斯拉未能确保机器人的机械装置安全，使他在未能在"安全断电、固定" ...

Tesla stock could be headed for a sharp correction if it doesn't commercialize its robotaxi and humanoid robot soon.Tesla (TSLA 3.94%) stock has soared by 65% over the past year and is closing in on a new record high. Investors are enthusiastic about the company's innovative product pipeline, which includes an autonomous robotaxi called the Cybercab and a humanoid robot called Optimus. In fact, CEO Elon Musk believes these new platforms will make Tesla the most valuable company in the world one day.But 74% ...

关于特斯拉（NASDAQ： TSLA ）估值过高还是过低的讨论 非常激烈。一方面，电动汽车业务面临压力，2024 年销量将停滞不前，2025 年第 二季度甚至将出现两位数的下滑。此外， 约占净收入 40% 的监管信贷收入到 2027 年可能完全消失。另一方面，一些投资者认为，特斯拉不仅 仅是一家电动汽车公司，还将在机器人和人工智能时代发挥主导作用。 围绕特斯拉的讨论愈演愈烈。埃隆·马斯克营造了一种氛围，认为特斯拉不仅仅是一家汽车制造商——它是一家科技公司，将在全自动驾驶 （FSD）、自动驾驶出租车以及机器人技术领域引领潮流。看跌者则指出，马斯克倾向于言过其实，却未能兑现承诺。例如，他在2019年 承诺 ，到2020年底将生产出100万辆自动驾驶出租车。 分析师深入研究后，发现了这个新兴市场的实际预期规模。预计 到 2030年，美国自动驾驶出租车市场规模将增长到438亿美元。即使特斯拉占 据了该市场的30%，假设利润率为15%，到2030年也只会带来20亿美元的额外净收入。与1.3万亿美元的市值相比，这根本无法让人兴奋。 还有另一个问题 。埃隆·马斯克决定特斯拉专注于FSD的纯视觉系统。他的理由是，人类驾驶时也 ...

A new wave of product and capacity catalysts sets up the electric vehicle leader for a volume rebound in 2026.After a sluggish start to 2025, Tesla (TSLA 3.94%) shares have rebounded sharply this month as investors refocus on what comes next. The electric vehicle maker and energy storage provider has leaned into autonomy, broadened its charging footprint, and (importantly) started building a cheaper vehicle. Those steps come as the company works through a challenging economic environment, stiffer competitio ...

Core Viewpoint - Tesla's quarterly deliveries are expected to exceed expectations due to two key catalysts: the impending federal EV tax credit deadline and a refreshed Model Y [1][2][10]. Group 1: Delivery Expectations - UBS has raised its estimate for Tesla's third-quarter deliveries to approximately 475,000, surpassing the consensus analyst estimate and indicating a potential return to year-over-year growth [4]. - The urgency created by the September 30 cutoff for the $7,500 federal EV tax credit is likely driving U.S. buyers to make purchases sooner, which may have bolstered demand [5][10]. - The redesigned Model Y, which features significant updates, is expected to attract undecided buyers, further enhancing demand during this critical period [5][6]. Group 2: Market Context - In the second quarter of 2025, Tesla delivered over 384,000 vehicles, a decline from about 444,000 in the same quarter of 2024, but an improvement from the first quarter's 337,000 deliveries [8]. - The second quarter's performance indicates a sequential improvement, setting a cautious yet optimistic tone heading into the third quarter [9]. Group 3: Future Outlook - If third-quarter deliveries reach the mid-470,000s, it could positively shift the narrative around Tesla's delivery trends and reset expectations for the latter half of the year [10][12]. - The combination of a refreshed Model Y and the tax-credit deadline presents a strong opportunity for Tesla to boost its delivery numbers and regain investor confidence in its automotive business [12].

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撰文 / 张霖 郁 编辑 / 黄大 路 设计 / 张 萌 来源 / R e u t e rs, B l o o m b e r g , Wa l l S t r e e t J o u r n a l 四年前，上海车展站车顶维权的张亚周与特斯拉的法律诉讼还远没有结束。 9月16日，北京市大兴区人民法院判决特斯拉向张亚周提供其车辆2021年2月21日交通事故前三十分钟的完整行车数据。 当天，张亚周发布微博称"四年了我终于赢了特斯拉一次"。 前一年，2024年5月，上海市青浦区人民法院作出一审判决，张亚周侵犯特斯拉名誉权成立，要向特斯拉道歉并赔偿17万元。2025年7月11日，上海市 二中源作出二审判决，维持原判。 北京大兴区人民法院这次的裁定是张亚周口中的"胜利"。 《汽车商业评论》曾于2021年采访过张亚周，她当时称对特斯拉的诉讼不会结束。 在美国，特斯拉也一直官司缠身。 近期因门把手不能打开造成了一场严重交通事故，美国国家公路交通安全管理局（NHTSA）已介入调查，指派新局长亲自调查。 特斯拉门把手成为新焦点 在美国，特斯拉的安全争议则集中在一件细节问题上——隐藏式电子门把手。2025年6月，一辆2021款 ...

Group 1: Tesla's Door Mechanism Redesign and Safety Investigations - Tesla is exploring a redesign to integrate electronic and manual door-release mechanisms for improved intuitiveness, especially in panic situations [1] - The U.S. National Highway Traffic Safety Administration (NHTSA) is investigating approximately 174,000 Model Y vehicles from the 2021 model year due to reports of electronic door handle failures [2][9] - NHTSA has received over 140 consumer complaints since 2018 regarding Tesla doors becoming stuck, failing to open, or malfunctioning [4][9] Group 2: Repair and Recall Information - The issue with electronic door locks is linked to insufficient voltage, often resolved by replacing the low-voltage battery, although no warnings were reported prior to failures [3] - In 2023, Tesla recalled over 120,000 Model S and Model X vehicles in the U.S. due to the risk of doors unlocking and opening during a crash [5] Group 3: Competitive Landscape and Market Performance - Ford is recalling 101,944 Taurus sedans due to a defect that may cause the B-pillar trim to detach, posing a hazard [6] - Stellantis is recalling around 164,000 Jeep vehicles over a similar issue with door trim detachment [7] - Tesla has underperformed compared to the Zacks Automotive – Domestic industry, gaining 3.2% year-to-date versus the industry's 4.6% growth [8] Group 4: Valuation and Earnings Estimates - Tesla appears overvalued with a forward price/sales ratio of 12.82, significantly higher than the industry's 3.18 [11] - The Zacks Consensus Estimate for Tesla's EPS has decreased by 11 cents and 19 cents for 2025 and 2026, respectively, over the past 60 days [13]

Summary of Faraday Future Intelligent Electric Conference Call Company Overview - **Company Name**: Faraday Future Intelligent Electric Inc. - **Ticker**: FFIE - **Founded**: 2014 by YT Jia - **Headquarters**: California - **Investment**: Approximately $3.5 billion invested, primarily in R&D and CapEx [3][2] - **Patents**: Over 600 patent files globally [3] - **Manufacturing Facility**: Located in Hanford, California, covering 1.1 million square feet with an investment of $300 million, capable of producing over 10,000 vehicles annually [3] Product Strategy - **Dual-Brand Strategy**: - **First Brand**: Faraday Future, targeting high-end premium market ($100,000 to $300,000), competing with brands like Ferrari and Rolls-Royce [3][4] - **Second Brand**: Faraday X, aimed at mass-market with price range of $20,000 to $80,000 [4][10] - **Current Products**: - **FF 91**: Launched, features include 0 to 60 mph in 2.3 seconds, 400 miles range, 1,050 horsepower, and advanced user experience with a 27-inch ultra-wide screen [5][6] - **FX Super One**: Upcoming product, positioned as a full-size SUV, expected to be priced around half of the Cadillac Escalade [5][25] Market Positioning - **Market Opportunity**: - The luxury electric vehicle market is seen as a "blue ocean" with limited competition for high-end electric vehicles [4] - The mass-market segment is expected to capture significant market share, with a potential of selling 150,000 vehicles annually [12] - **Competitive Landscape**: - Tesla dominates the U.S. electric vehicle market with a 90% share, while local Chinese brands are gaining traction in their home market [11][12] Strategic Advantages - **Cost Efficiency**: - By partnering with Chinese OEMs, Faraday Future can avoid high tariffs on complete vehicles (200% vs. 25% for parts) [13] - Established software and operational capabilities reduce development time and costs [14][20] - **Brand Recognition**: - Faraday Future has an established brand presence, unlike many Chinese competitors [14][15] Financial Performance - **Market Capitalization**: Approximately $250 million, with significant upside potential compared to competitors like Lucid Motors [19] - **Cash Burn**: Less than $80 million last year, with expectations for a slight increase this year due to efficient business model [20] Future Plans - **Production and Launch**: - FX Super One is expected to ramp up production with over 10,000 paid reservations already received [16][18] - Initial launch in the UAE planned for November, serving as a test market before U.S. launch [31][32] - **Marketing Strategy**: - Active promotional events in major U.S. cities to build brand awareness and customer engagement [29][30] Investor Value Proposition - **Unique Positioning**: Established brand, significant prior investment, and a smart, efficient business model [35] - **Market Potential**: Low valuation compared to peers, presenting an attractive investment opportunity in the EV sector [35]

RT Tesla Owners Silicon Valley (@teslaownersSV)Got Chipotle and using Actual Smart summon for my Model 𝕏 to come to me. https://t.co/DtqH1e2cUr ...