特斯拉股东的个人主页 - 老虎社区

特斯拉股东

特斯拉股东

6+3.5+2.5-2=10

IP属地：北京

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特斯拉股东

2023-07-22

$特斯拉(TSLA)$ 今天能到267

特斯拉股东

04-28

就你这个认知，外加高超的阴谋论技巧，真的不建议来这里浪费时间，回大a适合你。

@c2y2:$特斯拉(TSLA)$ 有没一种可能今年特斯拉会回到100甚至更低或者干脆干到10 ，然后在低市值阶段。spacex 在这个阶段把特斯拉直接并购了

特斯拉股东

2025-09-16

$特斯拉(TSLA)$ 伤心，刚才还有10W的。

特斯拉股东

2024-12-17

我们拒绝联手。

港股、A股午后直线拉升！特朗普：美中联手可以解决世界上所有问题

特斯拉股东

2023-07-19

$特斯拉(TSLA)$ 自从买了特斯拉，我才深切的体会到，美国股民真的是是世界上最可怜的人，每天都活在上涨的恐惧之中。

特斯拉股东

2024-12-07

$特斯拉(TSLA)$ 信仰就是金钱。

特斯拉股东

2023-06-24

$特斯拉(TSLA)$ 今年300无疑。

特斯拉股东

02-27

典型的标题党新闻，拉黑。

特斯拉加州无人驾驶“画饼”？监管记录显示：路测里程已连续六年为零

特斯拉股东

2023-07-27

感觉市场都很迷茫//@美股探索者:$特斯拉(TSLA)$ 咋这么弱？

@美股探索者:$特斯拉(TSLA)$ 咋这么弱？

特斯拉股东

2023-06-22

$特斯拉(TSLA)$ 每次大幅下跌，都是很好的加仓机会，坐等300。

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可惜已经浪费十几年了","text":"哈哈 可惜已经浪费十几年了","html":"哈哈 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21:08","market":"sg","language":"zh","title":"特斯拉加州无人驾驶“画饼”？监管记录显示：路测里程已连续六年为零","url":"https://stock-news.laohu8.com/highlight/detail?id=2614042044","media":"华尔街见闻","summary":"特斯拉在推进加州Robotaxi服务上毫无实质进展：路测里程已连续六年为零（仅562英里），远未达到获取运营许可的5万英里门槛。马斯克归咎审批流程，但专家指出现实恰恰相反：公司连最基础的测试要求都未完成，目前在湾区所谓的“Robotaxi”实为人类辅助驾驶服务。","content":"<html><body><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>首席执行官埃隆·马斯克多次承诺将在加州推出无人驾驶出租车（Robotaxi）服务，但最新监管记录表明，该公司在实际推进审批合规方面未取得任何实质性进展。</p>\n<p>据路透社报道，<strong>加州机动车辆管理局（DMV）的未公开记录及该机构发言人证实，特斯拉在2025年未采取任何行动以获取相关运营许可</strong>。数据显示，<strong>该公司在加州道路上的自动驾驶路测里程已连续第六年为零。</strong></p>\n<p>这一停滞状态直接冲击了支撑特斯拉1.5万亿美元市值的核心叙事。投资者长期押注特斯拉能够顺利运营庞大的无人驾驶车队并实现软件订阅的规模化变现，而加州作为美国最大的汽车市场，是实现这一战略雄心的关键支柱。</p>\n<p>尽管马斯克屡次将服务延期归咎于审批流程漫长，但南卡罗来纳大学法学教授、自动驾驶专家 Bryant Walker Smith 指出，<strong>特斯拉试图传递“企业已准备就绪而监管滞后”的信号，但现实情况恰恰相反。</strong></p>\n<h2><strong>路测数据面临合规门槛</strong></h2>\n<p>在加州现行的监管体系中，记录测试里程是无人驾驶企业获得商业运营许可的核心前提。据路透社报道，若要在加州部署类似Alphabet旗下Waymo的完全无人驾驶网约车服务，企业必须依次通过DMV和负责商业网约车监管的加州公用事业委员会的一系列审批。</p>\n<p><strong>目前，特斯拉仅持有DMV的入门级许可，该许可要求测试时必须有安全员坐在驾驶座上。</strong>DMV发言人表示，特斯拉尚未申请任何额外许可。根据预计于今年晚些时候敲定的DMV新规草案，企业在申请无安全员测试许可前，必须在安全员监督下于加州公共道路上完成至少5万英里（约80,467公里）的自动驾驶测试。</p>\n<p>然而，特斯拉自2019年以来未向州监管机构记录任何里程，自2016年以来的总里程仅为562英里。作为对比，<strong>Waymo在2014至2023年间积累了超过1300万英里的测试里程，并获得了七项不同的监管批准，最终获准向乘客收费。Waymo目前是三家获得加州无人驾驶商业运营许可的公司之一，也是唯一一家获准运营符合马斯克愿景规模车队的企业。</strong></p>\n<h2><strong>监管壁垒与业务现状</strong></h2>\n<p>特斯拉目前在实际运营中采取了规避高监管壁垒的策略。该公司仅在监管要求宽松得多的得克萨斯州奥斯汀运营着一个小型Robotaxi试点项目。</p>\n<p>在加州旧金山湾区，特斯拉去年7月启动了一项所谓的“Robotaxi”服务。但据加州监管机构及特斯拉对客户的披露信息显示，这并非真正的无人驾驶出租车，而是由人类司机使用特斯拉“完全自动驾驶”（FSD）辅助软件提供的专车服务，该软件并不具备完全自动驾驶能力。</p>\n<p>针对合规进程的迟缓，马斯克在去年10月的财报电话会议上向分析师解释称，公司对安全极度偏执，对进入新市场采取“谨慎态度”。<strong>他同时暗示加州监管是主要障碍，称该州审批流程极其漫长。</strong></p>\n<p>特斯拉在去年的书面评论中也对加州DMV拟议的自动驾驶规则修订提出了批评，质疑州内测试要求及最低里程门槛的必要性，并抱怨针对碰撞及系统故障的报告要求“过于繁琐”。对于上述监管记录与进度问题，特斯拉未回应置评请求。</p></body></html>","collect":0,"html":"<!DOCTYPE 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overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉加州无人驾驶“画饼”？监管记录显示：路测里程已连续六年为零\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-02-26 21:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>首席执行官埃隆·马斯克多次承诺将在加州推出无人驾驶出租车（Robotaxi）服务，但最新监管记录表明，该公司在实际推进审批合规方面未取得任何实质性进展。</p>\n<p>据路透社报道，<strong>加州机动车辆管理局（DMV）的未公开记录及该机构发言人证实，特斯拉在2025年未采取任何行动以获取相关运营许可</strong>。数据显示，<strong>该公司在加州道路上的自动驾驶路测里程已连续第六年为零。</strong></p>\n<p>这一停滞状态直接冲击了支撑特斯拉1.5万亿美元市值的核心叙事。投资者长期押注特斯拉能够顺利运营庞大的无人驾驶车队并实现软件订阅的规模化变现，而加州作为美国最大的汽车市场，是实现这一战略雄心的关键支柱。</p>\n<p>尽管马斯克屡次将服务延期归咎于审批流程漫长，但南卡罗来纳大学法学教授、自动驾驶专家 Bryant Walker Smith 指出，<strong>特斯拉试图传递“企业已准备就绪而监管滞后”的信号，但现实情况恰恰相反。</strong></p>\n<h2><strong>路测数据面临合规门槛</strong></h2>\n<p>在加州现行的监管体系中，记录测试里程是无人驾驶企业获得商业运营许可的核心前提。据路透社报道，若要在加州部署类似Alphabet旗下Waymo的完全无人驾驶网约车服务，企业必须依次通过DMV和负责商业网约车监管的加州公用事业委员会的一系列审批。</p>\n<p><strong>目前，特斯拉仅持有DMV的入门级许可，该许可要求测试时必须有安全员坐在驾驶座上。</strong>DMV发言人表示，特斯拉尚未申请任何额外许可。根据预计于今年晚些时候敲定的DMV新规草案，企业在申请无安全员测试许可前，必须在安全员监督下于加州公共道路上完成至少5万英里（约80,467公里）的自动驾驶测试。</p>\n<p>然而，特斯拉自2019年以来未向州监管机构记录任何里程，自2016年以来的总里程仅为562英里。作为对比，<strong>Waymo在2014至2023年间积累了超过1300万英里的测试里程，并获得了七项不同的监管批准，最终获准向乘客收费。Waymo目前是三家获得加州无人驾驶商业运营许可的公司之一，也是唯一一家获准运营符合马斯克愿景规模车队的企业。</strong></p>\n<h2><strong>监管壁垒与业务现状</strong></h2>\n<p>特斯拉目前在实际运营中采取了规避高监管壁垒的策略。该公司仅在监管要求宽松得多的得克萨斯州奥斯汀运营着一个小型Robotaxi试点项目。</p>\n<p>在加州旧金山湾区，特斯拉去年7月启动了一项所谓的“Robotaxi”服务。但据加州监管机构及特斯拉对客户的披露信息显示，这并非真正的无人驾驶出租车，而是由人类司机使用特斯拉“完全自动驾驶”（FSD）辅助软件提供的专车服务，该软件并不具备完全自动驾驶能力。</p>\n<p>针对合规进程的迟缓，马斯克在去年10月的财报电话会议上向分析师解释称，公司对安全极度偏执，对进入新市场采取“谨慎态度”。<strong>他同时暗示加州监管是主要障碍，称该州审批流程极其漫长。</strong></p>\n<p>特斯拉在去年的书面评论中也对加州DMV拟议的自动驾驶规则修订提出了批评，质疑州内测试要求及最低里程门槛的必要性，并抱怨针对碰撞及系统故障的报告要求“过于繁琐”。对于上述监管记录与进度问题，特斯拉未回应置评请求。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1066053197.SGD":"HSBC 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>咋这么弱？","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>咋这么弱？","text":"$特斯拉(TSLA)$ 咋这么弱？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/202465190154432","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5658,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"203105757513414","authorId":"203105757513414","name":"二手思维","avatar":"https://static.tigerbbs.com/5b0182308b2e003cea848abd47262326","crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"203105757513414","idStr":"203105757513414"},"content":"这不硬起来了吗","text":"这不硬起来了吗","html":"这不硬起来了吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":201799635206416,"gmtCreate":1690303520053,"gmtModify":1690304761750,"author":{"id":"4101559114389140","authorId":"4101559114389140","name":"特斯拉股东","avatar":"https://static.tigerbbs.com/a63aee8c3f209633ecd5c81f118b636a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4101559114389140","idStr":"4101559114389140"},"themes":[],"title":"","htmlText":"好文章👍👍👍//<a href=\"https://laohu8.com/U/3514953218606501\">@42号车库</a>: 特斯拉 Dojo，终于量产了。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 按照特斯拉 AI 官方账号在 6 月份发布的消息，2023 年 7 月，Dojo 的量产已经正式开始——从 Dojo 首次公开亮相到正式量产，已经过去了将近两年时间。 但是，对于马斯克来说，如今的 Dojo 已经不仅仅是特斯拉用来在云端训练自动驾驶模型的超级计算机；实际上，它已经成为整个特斯拉 AI 业务体系发展的算力基础设施。 从更大的角度来说，Dojo 其实也是马斯克 AI 野心的关键承载者。 技术硬核程度，是世界级的 从一开始，Dojo 就承载了马斯克在技术维度上的勃勃野心。 2019 年 4 月，在特斯拉自动驾驶日上，马斯克首次谈到了 Dojo，当时他是这么说的： 特斯拉确实有一个重大的项目，我们称之为 Dojo。它是一个超级强大的训练计算机，其目标是能够输入海量的数据并能够在视频层面进行训练……通过 Dojo 计算机，可以对大量视频进行无监督的大规模训练。 所以，Dojo 诞生之初，主要是为了解决海量视频视频带来的模型训练问题。 其实，这里有一个大前提是：伴随着特斯拉车辆的销量增加，以及它要在自动驾驶层面实现的功能复杂度提升，使得特斯拉所要处理的视频数据体量出现了指数级增长，这对特斯拉在云端进行模型训练的能力提出了更高的要求，其中的关键就是算力基础设施。 基于这个前提，马斯克给 Dojo 设定的技术特征是： 拥有大算力，能够处理大量的视频训练数据，能够高效运行带有大量参数、大内存和超高带宽的超稀疏（hypersparce）阵列。 为此，马斯克甚至称之为「野兽」（It’s a beast!","listText":"好文章👍👍👍//<a href=\"https://laohu8.com/U/3514953218606501\">@42号车库</a>: 特斯拉 Dojo，终于量产了。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 按照特斯拉 AI 官方账号在 6 月份发布的消息，2023 年 7 月，Dojo 的量产已经正式开始——从 Dojo 首次公开亮相到正式量产，已经过去了将近两年时间。 但是，对于马斯克来说，如今的 Dojo 已经不仅仅是特斯拉用来在云端训练自动驾驶模型的超级计算机；实际上，它已经成为整个特斯拉 AI 业务体系发展的算力基础设施。 从更大的角度来说，Dojo 其实也是马斯克 AI 野心的关键承载者。 技术硬核程度，是世界级的 从一开始，Dojo 就承载了马斯克在技术维度上的勃勃野心。 2019 年 4 月，在特斯拉自动驾驶日上，马斯克首次谈到了 Dojo，当时他是这么说的： 特斯拉确实有一个重大的项目，我们称之为 Dojo。它是一个超级强大的训练计算机，其目标是能够输入海量的数据并能够在视频层面进行训练……通过 Dojo 计算机，可以对大量视频进行无监督的大规模训练。 所以，Dojo 诞生之初，主要是为了解决海量视频视频带来的模型训练问题。 其实，这里有一个大前提是：伴随着特斯拉车辆的销量增加，以及它要在自动驾驶层面实现的功能复杂度提升，使得特斯拉所要处理的视频数据体量出现了指数级增长，这对特斯拉在云端进行模型训练的能力提出了更高的要求，其中的关键就是算力基础设施。 基于这个前提，马斯克给 Dojo 设定的技术特征是： 拥有大算力，能够处理大量的视频训练数据，能够高效运行带有大量参数、大内存和超高带宽的超稀疏（hypersparce）阵列。 为此，马斯克甚至称之为「野兽」（It’s a beast!","text":"好文章👍👍👍//@42号车库: 特斯拉 Dojo，终于量产了。 $特斯拉(TSLA)$ 按照特斯拉 AI 官方账号在 6 月份发布的消息，2023 年 7 月，Dojo 的量产已经正式开始——从 Dojo 首次公开亮相到正式量产，已经过去了将近两年时间。 但是，对于马斯克来说，如今的 Dojo 已经不仅仅是特斯拉用来在云端训练自动驾驶模型的超级计算机；实际上，它已经成为整个特斯拉 AI 业务体系发展的算力基础设施。 从更大的角度来说，Dojo 其实也是马斯克 AI 野心的关键承载者。 技术硬核程度，是世界级的 从一开始，Dojo 就承载了马斯克在技术维度上的勃勃野心。 2019 年 4 月，在特斯拉自动驾驶日上，马斯克首次谈到了 Dojo，当时他是这么说的： 特斯拉确实有一个重大的项目，我们称之为 Dojo。它是一个超级强大的训练计算机，其目标是能够输入海量的数据并能够在视频层面进行训练……通过 Dojo 计算机，可以对大量视频进行无监督的大规模训练。 所以，Dojo 诞生之初，主要是为了解决海量视频视频带来的模型训练问题。 其实，这里有一个大前提是：伴随着特斯拉车辆的销量增加，以及它要在自动驾驶层面实现的功能复杂度提升，使得特斯拉所要处理的视频数据体量出现了指数级增长，这对特斯拉在云端进行模型训练的能力提出了更高的要求，其中的关键就是算力基础设施。 基于这个前提，马斯克给 Dojo 设定的技术特征是： 拥有大算力，能够处理大量的视频训练数据，能够高效运行带有大量参数、大内存和超高带宽的超稀疏（hypersparce）阵列。 为此，马斯克甚至称之为「野兽」（It’s a beast!","images":[{"img":"https://static.tigerbbs.com/51b6987ec17db6e3170922b9a834b9d4","width":"705","height":"602"},{"img":"https://static.tigerbbs.com/7dd7155b26d6ceb0570a4a484b0b731f","width":"1080","height":"633"},{"img":"https://static.tigerbbs.com/846e620770d2dc0f6c7fc65b0b1630a9","width":"1080","height":"578"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/201799635206416","repostId":"201791463821400","repostType":1,"repost":{"id":201791463821400,"gmtCreate":1690301624162,"gmtModify":1690301912873,"author":{"id":"3514953218606501","authorId":"3514953218606501","name":"42号车库","avatar":"https://static.tigerbbs.com/dd7d6e395e7fbe1718867f3ff2891c29","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3514953218606501","idStr":"3514953218606501"},"themes":[],"title":"特斯拉 Dojo：马斯克「AI 帝国」的基石","htmlText":" 特斯拉 Dojo，终于量产了。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 按照特斯拉 AI 官方账号在 6 月份发布的消息，2023 年 7 月，Dojo 的量产已经正式开始——从 Dojo 首次公开亮相到正式量产，已经过去了将近两年时间。 但是，对于马斯克来说，如今的 Dojo 已经不仅仅是特斯拉用来在云端训练自动驾驶模型的超级计算机；实际上，它已经成为整个特斯拉 AI 业务体系发展的算力基础设施。 从更大的角度来说，Dojo 其实也是马斯克 AI 野心的关键承载者。 技术硬核程度，是世界级的 从一开始，Dojo 就承载了马斯克在技术维度上的勃勃野心。 2019 年 4 月，在特斯拉自动驾驶日上，马斯克首次谈到了 Dojo，当时他是这么说的： 特斯拉确实有一个重大的项目，我们称之为 Dojo。它是一个超级强大的训练计算机，其目标是能够输入海量的数据并能够在视频层面进行训练……通过 Dojo 计算机，可以对大量视频进行无监督的大规模训练。 所以，Dojo 诞生之初，主要是为了解决海量视频视频带来的模型训练问题。 其实，这里有一个大前提是：伴随着特斯拉车辆的销量增加，以及它要在自动驾驶层面实现的功能复杂度提升，使得特斯拉所要处理的视频数据体量出现了指数级增长，这对特斯拉在云端进行模型训练的能力提出了更高的要求，其中的关键就是算力基础设施。 基于这个前提，马斯克给 Dojo 设定的技术特征是： 拥有大算力，能够处理大量的视频训练数据，能够高效运行带有大量参数、大内存和超高带宽的超稀疏（hypersparce）阵列。 为此，马斯克甚至称之为「野兽」（It’s a beast!）。 从特斯拉在 2021 年和 2022 年两届 AI Day 上公布的相关信息来看，Dojo 确实很好地贯彻了上述技术特征。 比如","listText":" 特斯拉 Dojo，终于量产了。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 按照特斯拉 AI 官方账号在 6 月份发布的消息，2023 年 7 月，Dojo 的量产已经正式开始——从 Dojo 首次公开亮相到正式量产，已经过去了将近两年时间。 但是，对于马斯克来说，如今的 Dojo 已经不仅仅是特斯拉用来在云端训练自动驾驶模型的超级计算机；实际上，它已经成为整个特斯拉 AI 业务体系发展的算力基础设施。 从更大的角度来说，Dojo 其实也是马斯克 AI 野心的关键承载者。 技术硬核程度，是世界级的 从一开始，Dojo 就承载了马斯克在技术维度上的勃勃野心。 2019 年 4 月，在特斯拉自动驾驶日上，马斯克首次谈到了 Dojo，当时他是这么说的： 特斯拉确实有一个重大的项目，我们称之为 Dojo。它是一个超级强大的训练计算机，其目标是能够输入海量的数据并能够在视频层面进行训练……通过 Dojo 计算机，可以对大量视频进行无监督的大规模训练。 所以，Dojo 诞生之初，主要是为了解决海量视频视频带来的模型训练问题。 其实，这里有一个大前提是：伴随着特斯拉车辆的销量增加，以及它要在自动驾驶层面实现的功能复杂度提升，使得特斯拉所要处理的视频数据体量出现了指数级增长，这对特斯拉在云端进行模型训练的能力提出了更高的要求，其中的关键就是算力基础设施。 基于这个前提，马斯克给 Dojo 设定的技术特征是： 拥有大算力，能够处理大量的视频训练数据，能够高效运行带有大量参数、大内存和超高带宽的超稀疏（hypersparce）阵列。 为此，马斯克甚至称之为「野兽」（It’s a beast!）。 从特斯拉在 2021 年和 2022 年两届 AI Day 上公布的相关信息来看，Dojo 确实很好地贯彻了上述技术特征。 比如","text":"特斯拉 Dojo，终于量产了。 $特斯拉(TSLA)$ 按照特斯拉 AI 官方账号在 6 月份发布的消息，2023 年 7 月，Dojo 的量产已经正式开始——从 Dojo 首次公开亮相到正式量产，已经过去了将近两年时间。 但是，对于马斯克来说，如今的 Dojo 已经不仅仅是特斯拉用来在云端训练自动驾驶模型的超级计算机；实际上，它已经成为整个特斯拉 AI 业务体系发展的算力基础设施。 从更大的角度来说，Dojo 其实也是马斯克 AI 野心的关键承载者。 技术硬核程度，是世界级的 从一开始，Dojo 就承载了马斯克在技术维度上的勃勃野心。 2019 年 4 月，在特斯拉自动驾驶日上，马斯克首次谈到了 Dojo，当时他是这么说的： 特斯拉确实有一个重大的项目，我们称之为 Dojo。它是一个超级强大的训练计算机，其目标是能够输入海量的数据并能够在视频层面进行训练……通过 Dojo 计算机，可以对大量视频进行无监督的大规模训练。 所以，Dojo 诞生之初，主要是为了解决海量视频视频带来的模型训练问题。 其实，这里有一个大前提是：伴随着特斯拉车辆的销量增加，以及它要在自动驾驶层面实现的功能复杂度提升，使得特斯拉所要处理的视频数据体量出现了指数级增长，这对特斯拉在云端进行模型训练的能力提出了更高的要求，其中的关键就是算力基础设施。 基于这个前提，马斯克给 Dojo 设定的技术特征是： 拥有大算力，能够处理大量的视频训练数据，能够高效运行带有大量参数、大内存和超高带宽的超稀疏（hypersparce）阵列。 为此，马斯克甚至称之为「野兽」（It’s a beast!）。 从特斯拉在 2021 年和 2022 年两届 AI Day 上公布的相关信息来看，Dojo 确实很好地贯彻了上述技术特征。 比如","images":[{"img":"https://static.tigerbbs.com/cc1d38137e079808005f9a64533f3900","width":"960","height":"540"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/201791463821400","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":16,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":8645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":16,"langContent":"CN","totalScore":0},{"id":200444513648816,"gmtCreate":1689961400072,"gmtModify":1689961402133,"author":{"id":"4101559114389140","authorId":"4101559114389140","name":"特斯拉股东","avatar":"https://static.tigerbbs.com/a63aee8c3f209633ecd5c81f118b636a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4101559114389140","idStr":"4101559114389140"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>完美，睡觉去","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>完美，睡觉去","text":"$特斯拉(TSLA)$ 完美，睡觉去","images":[{"img":"https://static.tigerbbs.com/4c450da6551ef0f0450f0432e475d1b0","width":"1080","height":"2520"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/200444513648816","isVote":1,"tweetType":1,"viewCount":4536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":200428266287280,"gmtCreate":1689957433431,"gmtModify":1689957434380,"author":{"id":"4101559114389140","authorId":"4101559114389140","name":"特斯拉股东","avatar":"https://static.tigerbbs.com/a63aee8c3f209633ecd5c81f118b636a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4101559114389140","idStr":"4101559114389140"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>今天能到267","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>今天能到267","text":"$特斯拉(TSLA)$ 今天能到267","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/200428266287280","isVote":1,"tweetType":1,"viewCount":7260,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3541399757552196","authorId":"3541399757552196","name":"韭菜126","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3541399757552196","idStr":"3541399757552196"},"content":"肯定能[财迷]","text":"肯定能[财迷]","html":"肯定能[财迷]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199622706647328,"gmtCreate":1689766829223,"gmtModify":1689766831207,"author":{"id":"4101559114389140","authorId":"4101559114389140","name":"特斯拉股东","avatar":"https://static.tigerbbs.com/a63aee8c3f209633ecd5c81f118b636a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4101559114389140","idStr":"4101559114389140"},"themes":[],"title":"","htmlText":"<a 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可惜已经浪费十几年了","text":"哈哈 可惜已经浪费十几年了","html":"哈哈 可惜已经浪费十几年了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":478965971469008,"gmtCreate":1757953461769,"gmtModify":1757953465044,"author":{"id":"4101559114389140","authorId":"4101559114389140","name":"特斯拉股东","avatar":"https://static.tigerbbs.com/a63aee8c3f209633ecd5c81f118b636a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101559114389140","authorIdStr":"4101559114389140"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 伤心，刚才还有10W的。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 伤心，刚才还有10W的。","text":"$特斯拉(TSLA)$ 伤心，刚才还有10W的。","images":[{"img":"https://static.tigerbbs.com/1f43c42f2badb8da5fd063966ab01bb3","width":"958","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/478965971469008","isVote":1,"tweetType":1,"viewCount":4271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":382447426429328,"gmtCreate":1734415052121,"gmtModify":1734415054243,"author":{"id":"4101559114389140","authorId":"4101559114389140","name":"特斯拉股东","avatar":"https://static.tigerbbs.com/a63aee8c3f209633ecd5c81f118b636a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101559114389140","authorIdStr":"4101559114389140"},"themes":[],"title":"","htmlText":"我们拒绝联手。","listText":"我们拒绝联手。","text":"我们拒绝联手。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/382447426429328","repostId":"1172293342","repostType":2,"repost":{"id":"1172293342","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1734413731,"share":"https://www.laohu8.com/m/news/1172293342?lang=zh_CN&edition=full","pubTime":"2024-12-17 13:35","market":"us","language":"zh","title":"港股、A股午后直线拉升！特朗普：美中联手可以解决世界上所有问题","url":"https://stock-news.laohu8.com/highlight/detail?id=1172293342","media":"老虎资讯综合","summary":"港股、A股午后直线拉升！恒生科技指数涨1%，此前一度跌超1%；恒生指数涨0.5%。沪指午后翻红，创业板涨超1%。消息面上，特朗普称美中联手可以解决世界上所有问题。","content":"<html><head></head><body><p>港股、A股午后直线拉升！恒生科技指数涨1%，此前一度跌超1%；恒生指数涨0.5%。沪指午后翻红，创业板涨超1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/610f6cfdf0ac3e5256ddb7b20853443e\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上，据新华社消息，特朗普称美中联手可以解决世界上所有问题。</p><p>美国当选总统特朗普16日说，美中两国联手可以解决世界上所有问题。</p><p style=\"text-align: justify;\">特朗普当天在佛罗里达州海湖庄园举行记者会时作出上述表态。</p><p style=\"text-align: justify;\">“中国和美国可以一起解决世界上所有问题，你想一想，这很重要。”特朗普说。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-12-17 13:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>港股、A股午后直线拉升！恒生科技指数涨1%，此前一度跌超1%；恒生指数涨0.5%。沪指午后翻红，创业板涨超1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/610f6cfdf0ac3e5256ddb7b20853443e\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上，据新华社消息，特朗普称美中联手可以解决世界上所有问题。</p><p>美国当选总统特朗普16日说，美中两国联手可以解决世界上所有问题。</p><p style=\"text-align: justify;\">特朗普当天在佛罗里达州海湖庄园举行记者会时作出上述表态。</p><p style=\"text-align: justify;\">“中国和美国可以一起解决世界上所有问题，你想一想，这很重要。”特朗普说。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c5f6cd84096ca9b3b893fb788b76d134","relate_stocks":{"HSCEI":"国企指数","HSTECH":"恒生科技指数","HSI":"恒生指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172293342","content_text":"港股、A股午后直线拉升！恒生科技指数涨1%，此前一度跌超1%；恒生指数涨0.5%。沪指午后翻红，创业板涨超1%。消息面上，据新华社消息，特朗普称美中联手可以解决世界上所有问题。美国当选总统特朗普16日说，美中两国联手可以解决世界上所有问题。特朗普当天在佛罗里达州海湖庄园举行记者会时作出上述表态。“中国和美国可以一起解决世界上所有问题，你想一想，这很重要。”特朗普说。","news_type":1,"symbols_score_info":{"HSTECH":1.1,"HSI":1.1,"HSCEI":1.1}},"isVote":1,"tweetType":1,"viewCount":5596,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092959342722590","authorId":"4092959342722590","name":"向往97","avatar":"https://static.tigerbbs.com/f36b95f19a9559d24e3ceaffa325fd71","crmLevel":7,"crmLevelSwitch":1,"idStr":"4092959342722590","authorIdStr":"4092959342722590"},"content":"你能代表谁","text":"你能代表谁","html":"你能代表谁"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199622706647328,"gmtCreate":1689766829223,"gmtModify":1689766831207,"author":{"id":"4101559114389140","authorId":"4101559114389140","name":"特斯拉股东","avatar":"https://static.tigerbbs.com/a63aee8c3f209633ecd5c81f118b636a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101559114389140","authorIdStr":"4101559114389140"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 自从买了特斯拉，我才深切的体会到，美国股民真的是是世界上最可怜的人，每天都活在上涨的恐惧之中。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 自从买了特斯拉，我才深切的体会到，美国股民真的是是世界上最可怜的人，每天都活在上涨的恐惧之中。","text":"$特斯拉(TSLA)$ 自从买了特斯拉，我才深切的体会到，美国股民真的是是世界上最可怜的人，每天都活在上涨的恐惧之中。","images":[{"img":"https://static.tigerbbs.com/0ab26e099bffb69255744f7d24d4b7e2","width":"1080","height":"1712"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/199622706647328","isVote":1,"tweetType":1,"viewCount":7580,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3489142014287055","authorId":"3489142014287055","name":"sneijder","avatar":"https://static.tigerbbs.com/53e6a3eed91f9db8d7706c3f195bb83c","crmLevel":5,"crmLevelSwitch":0,"idStr":"3489142014287055","authorIdStr":"3489142014287055"},"content":"美国只有接近60％的人炒股","text":"美国只有接近60％的人炒股","html":"美国只有接近60％的人炒股"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":378811796619552,"gmtCreate":1733508710094,"gmtModify":1733509169776,"author":{"id":"4101559114389140","authorId":"4101559114389140","name":"特斯拉股东","avatar":"https://static.tigerbbs.com/a63aee8c3f209633ecd5c81f118b636a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101559114389140","authorIdStr":"4101559114389140"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 信仰就是金钱。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 信仰就是金钱。","text":"$特斯拉(TSLA)$ 信仰就是金钱。","images":[{"img":"https://static.tigerbbs.com/bf7ccd61bece84c6220c917cb5a23c92","width":"944","height":"1921"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378811796619552","isVote":1,"tweetType":1,"viewCount":8796,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":762419064291792,"gmtCreate":1687537703630,"gmtModify":1687537704764,"author":{"id":"4101559114389140","authorId":"4101559114389140","name":"特斯拉股东","avatar":"https://static.tigerbbs.com/a63aee8c3f209633ecd5c81f118b636a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101559114389140","authorIdStr":"4101559114389140"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>今年300无疑。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>今年300无疑。","text":"$特斯拉(TSLA)$ 今年300无疑。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/762419064291792","isVote":1,"tweetType":1,"viewCount":4143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":537031060804320,"gmtCreate":1772131984013,"gmtModify":1772144572887,"author":{"id":"4101559114389140","authorId":"4101559114389140","name":"特斯拉股东","avatar":"https://static.tigerbbs.com/a63aee8c3f209633ecd5c81f118b636a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101559114389140","authorIdStr":"4101559114389140"},"themes":[],"title":"","htmlText":"典型的标题党新闻，拉黑。","listText":"典型的标题党新闻，拉黑。","text":"典型的标题党新闻，拉黑。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537031060804320","repostId":"2614042044","repostType":2,"repost":{"id":"2614042044","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1772111294,"share":"https://www.laohu8.com/m/news/2614042044?lang=zh_CN&edition=full","pubTime":"2026-02-26 21:08","market":"sg","language":"zh","title":"特斯拉加州无人驾驶“画饼”？监管记录显示：路测里程已连续六年为零","url":"https://stock-news.laohu8.com/highlight/detail?id=2614042044","media":"华尔街见闻","summary":"特斯拉在推进加州Robotaxi服务上毫无实质进展：路测里程已连续六年为零（仅562英里），远未达到获取运营许可的5万英里门槛。马斯克归咎审批流程，但专家指出现实恰恰相反：公司连最基础的测试要求都未完成，目前在湾区所谓的“Robotaxi”实为人类辅助驾驶服务。","content":"<html><body><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>首席执行官埃隆·马斯克多次承诺将在加州推出无人驾驶出租车（Robotaxi）服务，但最新监管记录表明，该公司在实际推进审批合规方面未取得任何实质性进展。</p>\n<p>据路透社报道，<strong>加州机动车辆管理局（DMV）的未公开记录及该机构发言人证实，特斯拉在2025年未采取任何行动以获取相关运营许可</strong>。数据显示，<strong>该公司在加州道路上的自动驾驶路测里程已连续第六年为零。</strong></p>\n<p>这一停滞状态直接冲击了支撑特斯拉1.5万亿美元市值的核心叙事。投资者长期押注特斯拉能够顺利运营庞大的无人驾驶车队并实现软件订阅的规模化变现，而加州作为美国最大的汽车市场，是实现这一战略雄心的关键支柱。</p>\n<p>尽管马斯克屡次将服务延期归咎于审批流程漫长，但南卡罗来纳大学法学教授、自动驾驶专家 Bryant Walker Smith 指出，<strong>特斯拉试图传递“企业已准备就绪而监管滞后”的信号，但现实情况恰恰相反。</strong></p>\n<h2><strong>路测数据面临合规门槛</strong></h2>\n<p>在加州现行的监管体系中，记录测试里程是无人驾驶企业获得商业运营许可的核心前提。据路透社报道，若要在加州部署类似Alphabet旗下Waymo的完全无人驾驶网约车服务，企业必须依次通过DMV和负责商业网约车监管的加州公用事业委员会的一系列审批。</p>\n<p><strong>目前，特斯拉仅持有DMV的入门级许可，该许可要求测试时必须有安全员坐在驾驶座上。</strong>DMV发言人表示，特斯拉尚未申请任何额外许可。根据预计于今年晚些时候敲定的DMV新规草案，企业在申请无安全员测试许可前，必须在安全员监督下于加州公共道路上完成至少5万英里（约80,467公里）的自动驾驶测试。</p>\n<p>然而，特斯拉自2019年以来未向州监管机构记录任何里程，自2016年以来的总里程仅为562英里。作为对比，<strong>Waymo在2014至2023年间积累了超过1300万英里的测试里程，并获得了七项不同的监管批准，最终获准向乘客收费。Waymo目前是三家获得加州无人驾驶商业运营许可的公司之一，也是唯一一家获准运营符合马斯克愿景规模车队的企业。</strong></p>\n<h2><strong>监管壁垒与业务现状</strong></h2>\n<p>特斯拉目前在实际运营中采取了规避高监管壁垒的策略。该公司仅在监管要求宽松得多的得克萨斯州奥斯汀运营着一个小型Robotaxi试点项目。</p>\n<p>在加州旧金山湾区，特斯拉去年7月启动了一项所谓的“Robotaxi”服务。但据加州监管机构及特斯拉对客户的披露信息显示，这并非真正的无人驾驶出租车，而是由人类司机使用特斯拉“完全自动驾驶”（FSD）辅助软件提供的专车服务，该软件并不具备完全自动驾驶能力。</p>\n<p>针对合规进程的迟缓，马斯克在去年10月的财报电话会议上向分析师解释称，公司对安全极度偏执，对进入新市场采取“谨慎态度”。<strong>他同时暗示加州监管是主要障碍，称该州审批流程极其漫长。</strong></p>\n<p>特斯拉在去年的书面评论中也对加州DMV拟议的自动驾驶规则修订提出了批评，质疑州内测试要求及最低里程门槛的必要性，并抱怨针对碰撞及系统故障的报告要求“过于繁琐”。对于上述监管记录与进度问题，特斯拉未回应置评请求。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉加州无人驾驶“画饼”？监管记录显示：路测里程已连续六年为零</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ 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{color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉加州无人驾驶“画饼”？监管记录显示：路测里程已连续六年为零\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-02-26 21:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>首席执行官埃隆·马斯克多次承诺将在加州推出无人驾驶出租车（Robotaxi）服务，但最新监管记录表明，该公司在实际推进审批合规方面未取得任何实质性进展。</p>\n<p>据路透社报道，<strong>加州机动车辆管理局（DMV）的未公开记录及该机构发言人证实，特斯拉在2025年未采取任何行动以获取相关运营许可</strong>。数据显示，<strong>该公司在加州道路上的自动驾驶路测里程已连续第六年为零。</strong></p>\n<p>这一停滞状态直接冲击了支撑特斯拉1.5万亿美元市值的核心叙事。投资者长期押注特斯拉能够顺利运营庞大的无人驾驶车队并实现软件订阅的规模化变现，而加州作为美国最大的汽车市场，是实现这一战略雄心的关键支柱。</p>\n<p>尽管马斯克屡次将服务延期归咎于审批流程漫长，但南卡罗来纳大学法学教授、自动驾驶专家 Bryant Walker Smith 指出，<strong>特斯拉试图传递“企业已准备就绪而监管滞后”的信号，但现实情况恰恰相反。</strong></p>\n<h2><strong>路测数据面临合规门槛</strong></h2>\n<p>在加州现行的监管体系中，记录测试里程是无人驾驶企业获得商业运营许可的核心前提。据路透社报道，若要在加州部署类似Alphabet旗下Waymo的完全无人驾驶网约车服务，企业必须依次通过DMV和负责商业网约车监管的加州公用事业委员会的一系列审批。</p>\n<p><strong>目前，特斯拉仅持有DMV的入门级许可，该许可要求测试时必须有安全员坐在驾驶座上。</strong>DMV发言人表示，特斯拉尚未申请任何额外许可。根据预计于今年晚些时候敲定的DMV新规草案，企业在申请无安全员测试许可前，必须在安全员监督下于加州公共道路上完成至少5万英里（约80,467公里）的自动驾驶测试。</p>\n<p>然而，特斯拉自2019年以来未向州监管机构记录任何里程，自2016年以来的总里程仅为562英里。作为对比，<strong>Waymo在2014至2023年间积累了超过1300万英里的测试里程，并获得了七项不同的监管批准，最终获准向乘客收费。Waymo目前是三家获得加州无人驾驶商业运营许可的公司之一，也是唯一一家获准运营符合马斯克愿景规模车队的企业。</strong></p>\n<h2><strong>监管壁垒与业务现状</strong></h2>\n<p>特斯拉目前在实际运营中采取了规避高监管壁垒的策略。该公司仅在监管要求宽松得多的得克萨斯州奥斯汀运营着一个小型Robotaxi试点项目。</p>\n<p>在加州旧金山湾区，特斯拉去年7月启动了一项所谓的“Robotaxi”服务。但据加州监管机构及特斯拉对客户的披露信息显示，这并非真正的无人驾驶出租车，而是由人类司机使用特斯拉“完全自动驾驶”（FSD）辅助软件提供的专车服务，该软件并不具备完全自动驾驶能力。</p>\n<p>针对合规进程的迟缓，马斯克在去年10月的财报电话会议上向分析师解释称，公司对安全极度偏执，对进入新市场采取“谨慎态度”。<strong>他同时暗示加州监管是主要障碍，称该州审批流程极其漫长。</strong></p>\n<p>特斯拉在去年的书面评论中也对加州DMV拟议的自动驾驶规则修订提出了批评，质疑州内测试要求及最低里程门槛的必要性，并抱怨针对碰撞及系统故障的报告要求“过于繁琐”。对于上述监管记录与进度问题，特斯拉未回应置评请求。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1066053197.SGD":"HSBC 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指出，特斯拉试图传递“企业已准备就绪而监管滞后”的信号，但现实情况恰恰相反。\n路测数据面临合规门槛\n在加州现行的监管体系中，记录测试里程是无人驾驶企业获得商业运营许可的核心前提。据路透社报道，若要在加州部署类似Alphabet旗下Waymo的完全无人驾驶网约车服务，企业必须依次通过DMV和负责商业网约车监管的加州公用事业委员会的一系列审批。\n目前，特斯拉仅持有DMV的入门级许可，该许可要求测试时必须有安全员坐在驾驶座上。DMV发言人表示，特斯拉尚未申请任何额外许可。根据预计于今年晚些时候敲定的DMV新规草案，企业在申请无安全员测试许可前，必须在安全员监督下于加州公共道路上完成至少5万英里（约80,467公里）的自动驾驶测试。\n然而，特斯拉自2019年以来未向州监管机构记录任何里程，自2016年以来的总里程仅为562英里。作为对比，Waymo在2014至2023年间积累了超过1300万英里的测试里程，并获得了七项不同的监管批准，最终获准向乘客收费。Waymo目前是三家获得加州无人驾驶商业运营许可的公司之一，也是唯一一家获准运营符合马斯克愿景规模车队的企业。\n监管壁垒与业务现状\n特斯拉目前在实际运营中采取了规避高监管壁垒的策略。该公司仅在监管要求宽松得多的得克萨斯州奥斯汀运营着一个小型Robotaxi试点项目。\n在加州旧金山湾区，特斯拉去年7月启动了一项所谓的“Robotaxi”服务。但据加州监管机构及特斯拉对客户的披露信息显示，这并非真正的无人驾驶出租车，而是由人类司机使用特斯拉“完全自动驾驶”（FSD）辅助软件提供的专车服务，该软件并不具备完全自动驾驶能力。\n针对合规进程的迟缓，马斯克在去年10月的财报电话会议上向分析师解释称，公司对安全极度偏执，对进入新市场采取“谨慎态度”。他同时暗示加州监管是主要障碍，称该州审批流程极其漫长。\n特斯拉在去年的书面评论中也对加州DMV拟议的自动驾驶规则修订提出了批评，质疑州内测试要求及最低里程门槛的必要性，并抱怨针对碰撞及系统故障的报告要求“过于繁琐”。对于上述监管记录与进度问题，特斯拉未回应置评请求。","news_type":1,"symbols_score_info":{"TSL":0.6,"TLA":0.6,"TSLZ":0.6,"TSLA":1.96,"TSYY":0.6,"TSLY":0.6,"TSLG":0.6,"TSLW":0.6,"07766":0.6,"TSDD":0.6,"TSLQ":0.6,"TSLO":0.6,"TEST":0.6,"TSLR":0.6,"TESL":0.6,"TSLI":0.6,"TSLS":0.6,"TSLP":0.6,"CRSH":0.6,"TSLT":0.6,"TSII":0.6}},"isVote":1,"tweetType":1,"viewCount":682,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":202477932171456,"gmtCreate":1690471537399,"gmtModify":1690471538407,"author":{"id":"4101559114389140","authorId":"4101559114389140","name":"特斯拉股东","avatar":"https://static.tigerbbs.com/a63aee8c3f209633ecd5c81f118b636a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101559114389140","authorIdStr":"4101559114389140"},"themes":[],"title":"","htmlText":"感觉市场都很迷茫//<a href=\"https://laohu8.com/U/3536087792510617\">@美股探索者</a>:<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>咋这么弱？","listText":"感觉市场都很迷茫//<a href=\"https://laohu8.com/U/3536087792510617\">@美股探索者</a>:<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>咋这么弱？","text":"感觉市场都很迷茫//@美股探索者:$特斯拉(TSLA)$ 咋这么弱？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/202477932171456","repostId":"202465190154432","repostType":1,"repost":{"id":202465190154432,"gmtCreate":1690468426556,"gmtModify":1690468427534,"author":{"id":"3536087792510617","authorId":"3536087792510617","name":"美股探索者","avatar":"https://static.tigerbbs.com/befb0222d3d07a306ca13deefe4f89c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3536087792510617","authorIdStr":"3536087792510617"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>咋这么弱？","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>咋这么弱？","text":"$特斯拉(TSLA)$ 咋这么弱？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/202465190154432","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5658,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"203105757513414","authorId":"203105757513414","name":"二手思维","avatar":"https://static.tigerbbs.com/5b0182308b2e003cea848abd47262326","crmLevel":4,"crmLevelSwitch":1,"idStr":"203105757513414","authorIdStr":"203105757513414"},"content":"这不硬起来了吗","text":"这不硬起来了吗","html":"这不硬起来了吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":759692421300688,"gmtCreate":1687371282549,"gmtModify":1687371284820,"author":{"id":"4101559114389140","authorId":"4101559114389140","name":"特斯拉股东","avatar":"https://static.tigerbbs.com/a63aee8c3f209633ecd5c81f118b636a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101559114389140","authorIdStr":"4101559114389140"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ &nbsp;</a>每次大幅下跌，都是很好的加仓机会，坐等300。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ &nbsp;</a>每次大幅下跌，都是很好的加仓机会，坐等300。","text":"$特斯拉(TSLA)$ 每次大幅下跌，都是很好的加仓机会，坐等300。","images":[{"img":"https://static.tigerbbs.com/c580651069d114cb51481faf3f58b09c","width":"1718","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/759692421300688","isVote":1,"tweetType":1,"viewCount":3490,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569843544549559","authorId":"3569843544549559","name":"华尔街打工人","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3569843544549559","authorIdStr":"3569843544549559"},"content":"[笑哭]我和你成本线差不多。","text":"[笑哭]我和你成本线差不多。","html":"[笑哭]我和你成本线差不多。"}],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}