特斯拉自动驾驶出租车测试 - 2024年6月22日特斯拉在奥斯汀首次向普通消费者提供无人驾驶出租车服务 单次收费4.2美元[1] - 测试车辆在限定区域运行 后排为特斯拉车主 前排配备安全员 方向盘后无人操控[1] - 初期用户反馈显示乘坐体验舒适安全 15分钟试驾获得积极评价[2] - 分析师指出该技术已进入规模化测试阶段 显示FSD系统成熟度提升[5] - 特斯拉计划2025Q4在奥斯汀部署50辆 2026年底扩展至1000+辆 并规划加州扩展[3] 行业影响与竞争格局 - 无人驾驶技术被类比为燃油车向电动化转型级别的产业革命[5] - Waymo已在4个美国城市运营 计划扩展至17城 预计2030年占据10%市场份额[10] - 传统车企缺乏电动化和自动驾驶布局将面临淘汰风险[16] - 汽车零部件供应商若专注内燃机部件将受冲击 因电动车零部件复杂度降低[16] - 燃油供应商 传统维修连锁和停车地产等行业都将受颠覆性影响[17] 受益企业分析 - 特斯拉股价测试后5日上涨1.2% 自动驾驶业务估值达8000亿美元 占目标价59%[8] - 英伟达将受益于自动驾驶芯片需求增长 其芯片已支撑多数自动驾驶系统[11] - Alphabet旗下Waymo技术领先但媒体关注度低于特斯拉 计划2026-2027年商业化[10] 潜在受冲击企业 - Uber虽短期股价上涨8.36% 但长期面临无人出租车低成本竞争压力[11][12] - Lyft市场份额仅为Uber的30% 面对特斯拉万亿市值竞争压力更大[13][14] - 传统出行平台将因人力成本优势丧失面临利润率压缩风险[15]

A feud between Tesla Inc TSLA CEO Elon Musk and President Donald Trump escalated Thursday with comments made in interviews and across social media.The fight sent shares of Tesla lower Thursday and the stock could go lower with the potential for Trump to harm the electric vehicle sector and the company.What Happened: Musk's opposition to the "Big Beautiful Bill" saw Trump accuse the Tesla CEO of only speaking out in opposition due to the bill hurting EV tax credits and his own company.A series of back-and-fo ...

Key Takeaways Cathie Wood's ARKK sold 50K TSLA shares despite robotaxi optimism and a $2,600 price target. TSLA plans to launch robotaxi service in Austin on June 12 but the hype already seems priced in the stock. TSLA EV sales continue to slip, with EPS estimates falling and valuation appearing stretched.Electric vehicle (EV) behemoth Tesla (TSLA) is set to roll out its robotaxi services very soon. Per Bloomberg, the launch is just a week away. The buzz around this next-gen mobility service sent Tesla’s ...

If you believe in the U.S.'s long-term future, investing in sectors where the country has leadership, particularly the companies that lead the way, makes sense. In that vein, here's why Cheniere Energy (LNG 1.20%), GE Aerospace (GE 3.81%), and Tesla (TSLA 6.64%) are companies with a significant role in America's future. The United States is the largest liquefied natural gas exporter in the world From being a distant third behind Qatar and Australia in 2019, the U.S. has become the clear leader in liquefied ...