Amazon (AMZN -1.01%) and Tesla (TSLA 0.42%) easily outperformed the S&P 500 (^GSPC -0.39%) last year, but the following billionaire hedge fund managers bought one and sold the other in the first quarter this year. Importantly, the trades took place in the first quarter, which ended about 50 days ago. But most Wall Street analysts still think investors should buy Amazon and avoid Tesla, as implied by the following target prices: Here's what investors should know about Amazon and Tesla. Amazon: The stock Engl ...

Elon Musk said on Tuesday that he isn't ruling out merging his AI startup with Tesla. "Well, I guess anything is possible," Musk told CNBC show host David Faber in a two-part interview, when asked whether Musk would ever consider merging xAI into Tesla as a way to gain more control over the EV company. "There are no plans to do so," Musk said. "It's not out of the question, but obviously it would require Tesla shareholder support." Musk launched xAI as a startup in 2023. The company acquired X, his social p ...

特斯拉Robotaxi部署计划 - 特斯拉Robotaxi将于6月在奥斯汀有限推出 初期仅部署在部分被认为安全的区域[1][5] - 公司采用地理围栏技术限制车辆行驶范围 避免复杂交叉路口[5] - 初始阶段计划部署10辆车 随后每周增加10-30辆 预计数月内达到1000辆规模[6] 自动驾驶技术对比测试 - 媒体对比测试显示特斯拉FSD在旧金山复杂交叉路口闯红灯 而Waymo选择绕行更安全但低效路线[2][5] - 特斯拉CEO认为测试不合理 因比较对象应为FSD Unsupervised而非当前需人工监督版本[3] - 测试旨在评估FSD自2020年测试版发布以来的技术进步[4] 技术路线差异 - Waymo目前同样采用地理围栏技术 且暂不支持高速公路场景[5] - 特斯拉强调Robotaxi将根据交叉路口安全评估结果选择绕行策略[5] - 公司未回应对测试结果的具体评论请求[4]

Elon Musk on Tuesday dismissed a hypothetical Tesla-Uber deal, saying there's "no need" for Tesla to buy the ubiquitous rideshare app. Musk told CNBC that he envisions a world where, instead of calling an Uber, you can call an autonomous Tesla to get you to your destination without a dedicated driver."We have millions of cars that will be able to operate autonomously," Musk told CNBC's David Faber. "And I should say that it's a combination of a Tesla-owned fleet and also enabling Tesla owners to be able to ...

特斯拉Robotaxi服务测试 - 特斯拉将于下月在德克萨斯州奥斯汀进行首次Robotaxi服务测试 初期仅限于公司认为"最安全"的特定区域[1] - 车辆将避开不确定能否处理好的交叉路口 或选择绕行路线 公司对部署持极端谨慎态度[2] - 采用地理围栏技术标志着战略重大转变 此前多年公司声称将开发通用自动驾驶解决方案[2] 测试运营细节 - 初期车队规模约10辆Model Y SUV 配备"无监督"版本全自动驾驶软件[4] - 车辆内部不配备安全操作员 但会有员工远程监控[4] - 公司将根据初期运营表现按比例扩大规模[4] 行业对比 - Waymo等自动驾驶公司普遍设有运营中心 员工远程监控Robotaxi并在需要时提供指导[5] - Waymo不直接控制车辆 而是通过问答方式与自动驾驶系统交互 帮助系统解决问题[5] 未来计划 - 特斯拉计划今年晚些时候在加利福尼亚州及其他州开展类似试验[2] - 公司早在4月份第一季度财报电话会议上就暗示可能采用地理围栏策略[3]

机器人出租车服务测试 - 公司计划于6月底在德克萨斯州奥斯汀按计划启动机器人出租车服务测试 [1] - 初期将在城市部分区域部署约10辆自动驾驶汽车，未来几个月内扩展至约1000辆 [1][4] - 服务区域将限制在最安全的区域，采用地理围栏技术 [2] 战略重心转移 - 公司战略重心从开发廉价电动汽车平台转向机器人出租车服务和Optimus人形机器人 [5] - 长期发展重点集中在自动驾驶技术和Optimus机器人 [5] 行业挑战与监管 - 自动驾驶技术商业化面临困难，严格监管和高额投资迫使多家企业退出 [6] - 美国国家公路交通安全管理局正在调查特斯拉全自动驾驶软件在低能见度条件下的碰撞事故 [8] - 监管机构要求公司回答关于付费机器人出租车服务在恶劣天气下性能的问题 [8] 技术合作与市场反应 - 公司与主要汽车制造商洽谈全自动驾驶软件许可协议，该软件将支持机器人出租车 [9] - 消息公布后股价在午后交易中小幅上涨不到1% [4]

高管薪酬 - 特斯拉财务主管Vaibhav Taneja去年薪酬总额超过1.39亿美元，主要由股票期权和股权奖励构成，超过多数大型公司CEO的薪酬水平[1] - 薪酬数据来源于Equilar 100报告，该报告统计了截至2024年4月30日提交2023财年委托声明书的美国收入超10亿美元公司的CEO薪酬[2] 管理层动态 - Vaibhav Taneja自2017年起在特斯拉历任助理财务总监、财务总监、首席会计官等职，2023年8月升任CFO[3] - 特斯拉董事会成立特别委员会，专门考虑CEO埃隆·马斯克的薪酬事宜，马斯克明确表示未来数年将继续留任CEO[5][7] - 马斯克以玩笑方式回应五年留任计划，称除非死亡否则不会离职[8] 公司经营表现 - 特斯拉股价年内累计下跌超13%，为十余年来首次出现季度全球交付量下滑[8][9] - 2024年一季度交付量同比下降13%，主要受电动车需求放缓及马斯克政治活动争议影响[9] 市场环境 - 电动车行业面临需求疲软挑战，特斯拉交付量下滑反映行业整体趋势[9] - 马斯克同时运营SpaceX、xAI等企业引发投资者对其专注度的担忧[8]

Elon Musk is reaffirming his commitment to leading Tesla, telling investors and critics alike that he has no plans to step away from the electric vehicle maker anytime soon — despite a rocky stretch for the company of late.Speaking remotely at Bloomberg’s Qatar Economic Forum on Tuesday, Musk said he expects to remain Tesla’s chief executive for at least another five years, even as his leadership has come under renewed scrutiny amid falling sales and public backlash.Musk told the gathering that he wants to ...

特斯拉机器人出租车计划 - 公司CEO确认将于6月底前在德克萨斯州奥斯汀推出机器人出租车服务 [1] - 计划在奥斯汀试点后扩展至洛杉矶和旧金山 [1] - 初始阶段将在奥斯汀部署约10辆车辆 若进展顺利将快速扩展至数千辆 [2] 技术细节与运营模式 - 机器人出租车将基于Model Y车型 搭载即将发布的FSD Unsupervised系统 [3] - 初期运营将采用地理围栏技术限制车辆行驶范围 [4] - 车辆不配备人类安全驾驶员 由公司员工远程监控车队 [4] 行业竞争格局 - Alphabet旗下Waymo已在美国多个市场运营无人驾驶商业服务 [3] - Waymo每周完成25万次付费出行 [3] 历史背景 - 自2016年以来公司持续向投资者承诺将在约一年内实现完全自动驾驶 [2] 其他信息 - 该新闻为突发消息 将持续更新 [5]

ToplineElon Musk on Tuesday said he’s committed to being Tesla’s chief executive for the next five years and suggested he would cut down on his political spending, following earlier reports—shot down by Musk—suggesting Tesla’s board launched a search to replace him.Earlier reports suggested Tesla’s board was searching for a successor to Musk, who shot down the ... More claim as “deliberately false.”AFP via Getty ImagesKey FactsMusk, who spoke Tuesday over video at the Qatar Economic Forum, responded to a qu ...