自动驾驶技术路线分歧 - 福特CEO Jim Farley公开质疑特斯拉纯视觉自动驾驶方案 认为Waymo的激光雷达系统在消费者信任和安全方面更具优势[1] - 福特已放弃追求L4级自动驾驶 转而聚焦"脱眼"高速公路驾驶等更现实的技术路径[2] 特斯拉估值争议 - 特斯拉当前市值1.02万亿美元 远期市盈率高达163.9倍 是福特(6.7倍)的24倍 但自动驾驶业务收入贡献仍可忽略不计[3] - 市场对特斯拉的定价隐含对机器人出租车革命的预期 但传统车企的退缩暗示该技术商业化可能比预期更遥远[4] 行业竞争格局 - Waymo每周完成超25万次付费自动驾驶出行 已实现商业化运营 且母公司Alphabet远期市盈率仅19.1倍[5] - Alphabet核心业务估值低于20倍 相比特斯拉存在显著估值优势 被分析师视为更具性价比的投资标的[5] 技术商业化进程 - 特斯拉在奥斯汀部署纯视觉机器人出租车 但福特强调激光雷达是安全底线 认为完全自动驾驶系统尚未成熟[2] - 传统车企技术路线的调整反映出自动驾驶商业化面临现实挑战 行业从激进转向务实发展[4]

Tesla (NASDAQ: TSLA) shares slid again on July 1, shedding 5.45% to trade at $301.01 at market open, as tensions between President Donald Trump and Elon Musk escalated into a full-blown political spectacle. The sell-off came amid renewed criticism from the White House over Musk’s reliance on federal subsidies and speculation about regulatory crackdowns on Tesla and SpaceX.The year has already been rough for Tesla investors. Shares are down more than 25% year-to-date, driven by weakening global demand, growi ...

Janis Abolins Listen here or on the go via Apple Podcasts and Spotify David Keller on the juxtaposition between market highs and economic uncertainty (1:15). Technical perspective on S&P 500, Nasdaq (3:40). Macro economic themes (8:00). Tech a strong sector, but valuations have become extreme (14:30). The death of buy and hold has been greatly exaggerated (17:30). Tesla the outlier (20:30). Counterintuitive moves in the dollar and oil (23:25). Bitcoin's technicals and practical value (30:40). Recorde ...

Speeding, sharp breaking, and driving in the wrong lane has plagued Tesla only a few days into the Robotaxi experiment.Tesla's (TSLA -3.75%) robotaxis are on the road, but they're not performing flawlessly. Cars have been seen speeding and driving in the wrong lane and there's a long way to go before there's a wider launch as competitors scale their businesses.*Stock prices used were end-of-day prices of June 24, 2025. The video was published on June 25, 2025. ...

Still, Tesla has a lot going on right now. Remember, the company's core business is still electric vehicles (EVs), and that business is facing a critical event in just a few weeks' time. Tesla (TSLA 8.19%) and its CEO Elon Musk recently achieved a big milestone -- they launched the company's first self-driving robotaxis for paying customers in Austin, Texas. It's an initiative that Musk first discussed in 2016. While it looks more like a soft launch, it's still a big step for Tesla, which plans to launch a ...

Federal safety regulators have reached out to Tesla a day after the automaker began providing rides in its branded robotaxis in Austin.The U.S. National Highway Traffic Safety Administration contacted Tesla after numerous videos posted online appear to show Tesla robotaxis violating traffic laws in South Austin, where the company is providing rides to invited customers. Bloomberg was the first to report that NHTSA reached out to Tesla. NHTSA confirmed to TechCrunch that is has contacted the automaker. “NH ...

股价表现 - 小马智行(PONY)股价在过去30天内暴跌29.5%，表现远逊于Zacks运输设备租赁行业同期1.4%的跌幅[1] - 该股在2024年11月纳斯达克上市后，曾在2025年4月中旬至5月中旬暴涨超245%[4] - 当前股价12.65美元，较52周高点低88.8%[5] 业务扩张 - 计划在2025年底前将robotaxi车队规模扩大至1000辆以上[8] - 2024年末已部署约250辆robotaxi，第七代车型正在广州、深圳进行测试[9] - 采用轻资产+AI赋能模式，与深圳西湖集团合作在当地部署千辆级robotaxi车队[10] 战略合作 - 与丰田汽车成立合资企业，利用广汽丰田产能大规模生产无人驾驶robotaxi[10] - 2025年5月与优步达成合作，计划在中东关键市场率先部署robotaxi服务[10] - 供应链本地化率超90%，通过供应商多元化和库存管理增强抗风险能力[11] 市场前景 - 中国robotaxi市场规模2024年达120亿美元，受益于政策支持、人口红利和高效供应链[12] - 华尔街平均目标价23.5美元，隐含85%上涨空间[13] - 第七代robotaxi已获地方政府支持，商业化牌照申请进展顺利[9]

Key Takeaways The deal with Wayve further highlights the AV ambitions of Uber. Uber outperformed its industry in the past six months, gaining 42.4%. Rival Lyft also aims to be a key player in the lucrative autonomous vehicle market.Uber Technologies (UBER) has signed a deal with Wayve, an autonomous driving and artificial intelligence start-up founded in Cambridge, as it aims to bring self-driving taxis to Britain’s streets next year.To this end, the companies announced a first-ever plan to develop and la ...

特斯拉股价波动 - 特斯拉股票在2025年遭遇最大单日市值下跌，跌幅达1520亿美元，主要由于CEO马斯克与前总统特朗普的公开争执[1] - 2025年特斯拉股价呈现高度波动性，涨跌与马斯克涉足政治及特朗普2024年当选密切相关[2] - 预测市场Polymarket显示马斯克2025年卸任特斯拉CEO的概率为15%，6月5日因与特朗普矛盾激化升至21%[6] 品牌与市场影响 - 马斯克的政治立场导致特斯拉品牌受损并引发抗议活动，同时影响销售表现[2][3] - 与特朗普的公开冲突可能进一步损害特斯拉品牌价值，加剧股价下行压力[3] - 特斯拉本月在德州推出Robotaxi业务，马斯克计划未来五年继续领导公司[5] 投资者态度调查 - Benzinga调查显示45%受访者反对特斯拉董事会更换CEO，38%支持更换，17%未表态[3][8] - 调查样本为212名18岁以上成年人，时间跨度为2025年6月5日至9日[9] - 《华尔街日报》报道特斯拉董事会曾讨论更换马斯克的可能性[4] 管理层动态 - 马斯克表示将投入大量时间规划特斯拉未来，包括Robotaxi项目[5] - 特斯拉董事会可能因马斯克的历史贡献而暂不更换其职位，尽管存在争议和股价波动[6] - Kalshi预测市场显示马斯克2025年卸任概率为14%，6月6日升至21%[6]

特斯拉销售趋势 - 特斯拉全球销量在2025年第一季度同比下降13% [4] - 欧洲和中国市场销量在第二季度进一步下滑 而整体电动车市场仍在增长 [4] - 产品线老化 面临来自其他车企优质电动车的激烈竞争 [4] 机器人出租车业务战略 - 特斯拉计划转向机器人出租车业务 声称其成本将远低于行业领导者Waymo [5] - 公司采用纯视觉系统而非激光雷达 可能带来重大安全风险 [6] - 当前1万亿美元估值已包含对机器人出租车市场垄断的预期 [7] 估值驱动因素变化 - 特斯拉估值更多反映马斯克个人影响力 而非业务基本面 [9] - 股票表现类似 meme币 受社交媒体和社区情绪驱动 [9] - 核心汽车业务下滑但股价未相应调整 显示估值与基本面脱节 [10] 投资价值评估 - 传统汽车业务收入占比最大但持续恶化 [10] - 当前估值达169倍市销率 远超合理水平 [7] - 仅适合希望参与特斯拉社区讨论的投资者建立极小仓位 [12]