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卫星二路
卫星二路
·
02-27
总结: 新闻反映的事实是准确的:从加州政府的合规流程来看,特斯拉确实没有在进行“无人驾驶许可”所需的法定路测。 这并不代表其技术停滞,而是反映了马斯克选择的“利用车主数据进化 L2”的路径,与加州现行的“通过特定路测获取 L4 许可”的监管框架存在严重脱节。对于投资者而言,这意味着 Robotaxi 的商业化落地可能面临比预期更长的监管审批周期。
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。
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
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卫星二路
卫星二路
·
01-27
$Redwire Corp.(RDW)$
天天十几点的波动?
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卫星二路
卫星二路
·
2025-12-31
我的2025投资回顾 #我的2025收益曲线# #百万美金之路#
我现在写下的内容,是我投资生涯的一段转折点,也是我自从踏上这条路以来最深刻的感悟。为何写在这里,因为同行者太少,我不妄求有完全感同身受的人,但这样一片投资的热土,我想在这里留下我的足迹。也希望将来某一天再次翻看,我能有不一样的感受。 我第一次接触美股是我在美国留学的时候,那时候我并不懂投资为何物,只知道听身边厉害的人说并跟随他们的买卖,全部都是运气成分,怎么来的也怎么还回去。后来回国后,还是听身边的人说这里是个蒸蒸日上的市场,于是义无反顾地投入进去,并将每年很大一笔收入都全数加仓。在这五年里,我学习了很多战法,跟了很多大神,听了很多消息,看了很多K线,信仰过很多公司,但性格的使然让我不停地追涨杀跌,加上投资能力不足、天赋有限,赔了很多很多。转折点发生在今年4月份,在又一次追涨杀跌导致大溃败后,我第一次对自己发自内心地进行审视,“我究竟想要做什么样的投资?”。因此我用了将近一个月的时间不停地思考,不停地反问自己,最终得出了这样一个答案“我想要不靠别人,自己就能掌握的投资”。于是,由这个答案引发出我对股票的思考就是:既然我买“达链”“果链”“阿里链”“腾讯链”“特斯拉链”,那我为何不直接买最源头的那家公司?这些公司的上下游可能会因为正主的一句话而坠落谷底,但正主只有自己公司出问题才会发生这种情况。我能接受自己慢慢变富,因为我没能力去做短线,那我就用最笨的方法,长期拿住我认为能代表未来的公司,享受他们所带来的变革而引发的增长红利,慢慢来,慢慢走,于是在五月末的时候,我正式清仓并进入美股和港股。可能是因为运气好刚好碰上大放水和AI大爆发,今年是我6年投资生涯的第1年正收益(笑)。 以上这些关于投资的想法虽然很幼
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我的2025投资回顾 #我的2025收益曲线# #百万美金之路#
卫星二路
卫星二路
·
2025-11-19
$Direxion Daily TSLA Bull 2X Shares(TSLL)$
你们有长期持有TSLL的兄弟嘛?
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卫星二路
卫星二路
·
2025-11-04
$特斯拉(TSLA)$
不通过直接去地心吧,多少人是冲着马斯克愿景买的特斯拉。要是马斯克不在,特斯拉就是一家纯纯的电动车公司,市值向比亚迪看齐 [开心]
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卫星二路
卫星二路
·
2025-10-27
$特斯拉(TSLA)$
老大们。我想知道股东大会我们怎么投票?
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卫星二路
卫星二路
·
2025-09-02
$特斯拉(TSLA)$
有啥大消息吗?怎么盘前全在跳水
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卫星二路
卫星二路
·
2025-06-23
$Direxion Daily TSLA Bull 2X Shares(TSLL)$
老哥们,为何盘前数据不准?
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卫星二路
卫星二路
·
2020-03-19
$二倍做多VIX波动率指数短期期权ETN(TVIX)$
让你们开心开心
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新闻反映的事实是准确的:从加州政府的合规流程来看,特斯拉确实没有在进行“无人驾驶许可”所需的法定路测。 这并不代表其技术停滞,而是反映了马斯克选择的“利用车主数据进化 L2”的路径,与加州现行的“通过特定路测获取 L4 许可”的监管框架存在严重脱节。对于投资者而言,这意味着 Robotaxi 的商业化落地可能面临比预期更长的监管审批周期。","listText":"总结: 新闻反映的事实是准确的:从加州政府的合规流程来看,特斯拉确实没有在进行“无人驾驶许可”所需的法定路测。 这并不代表其技术停滞,而是反映了马斯克选择的“利用车主数据进化 L2”的路径,与加州现行的“通过特定路测获取 L4 许可”的监管框架存在严重脱节。对于投资者而言,这意味着 Robotaxi 的商业化落地可能面临比预期更长的监管审批周期。","text":"总结: 新闻反映的事实是准确的:从加州政府的合规流程来看,特斯拉确实没有在进行“无人驾驶许可”所需的法定路测。 这并不代表其技术停滞,而是反映了马斯克选择的“利用车主数据进化 L2”的路径,与加州现行的“通过特定路测获取 L4 许可”的监管框架存在严重脱节。对于投资者而言,这意味着 Robotaxi 的商业化落地可能面临比预期更长的监管审批周期。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537156241331776","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":"sh","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\n2026-02-26 21:08 北京时间 <a href=https://wallstreetcn.com/articles/3766277><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉首席执行官埃隆·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。\n据路透社报道,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。数据显示,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。\n这一停滞状态直接冲击了支撑特斯拉1.5万亿美元...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3766277\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","TSLZ":"2倍做空TSLA ETF-T-Rex","LU1839511570.USD":"WELLS FARGO GLOBAL 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INC","TSLY":"TSLA期权收益策略ETF-YieldMax"},"source_url":"https://wallstreetcn.com/articles/3766277","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2614042044","content_text":"特斯拉首席执行官埃隆·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。\n据路透社报道,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。数据显示,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。\n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。\n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 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我现在写下的内容,是我投资生涯的一段转折点,也是我自从踏上这条路以来最深刻的感悟。为何写在这里,因为同行者太少,我不妄求有完全感同身受的人,但这样一片投资的热土,我想在这里留下我的足迹。也希望将来某一天再次翻看,我能有不一样的感受。 我第一次接触美股是我在美国留学的时候,那时候我并不懂投资为何物,只知道听身边厉害的人说并跟随他们的买卖,全部都是运气成分,怎么来的也怎么还回去。后来回国后,还是听身边的人说这里是个蒸蒸日上的市场,于是义无反顾地投入进去,并将每年很大一笔收入都全数加仓。在这五年里,我学习了很多战法,跟了很多大神,听了很多消息,看了很多K线,信仰过很多公司,但性格的使然让我不停地追涨杀跌,加上投资能力不足、天赋有限,赔了很多很多。转折点发生在今年4月份,在又一次追涨杀跌导致大溃败后,我第一次对自己发自内心地进行审视,“我究竟想要做什么样的投资?”。因此我用了将近一个月的时间不停地思考,不停地反问自己,最终得出了这样一个答案“我想要不靠别人,自己就能掌握的投资”。于是,由这个答案引发出我对股票的思考就是:既然我买“达链”“果链”“阿里链”“腾讯链”“特斯拉链”,那我为何不直接买最源头的那家公司?这些公司的上下游可能会因为正主的一句话而坠落谷底,但正主只有自己公司出问题才会发生这种情况。我能接受自己慢慢变富,因为我没能力去做短线,那我就用最笨的方法,长期拿住我认为能代表未来的公司,享受他们所带来的变革而引发的增长红利,慢慢来,慢慢走,于是在五月末的时候,我正式清仓并进入美股和港股。可能是因为运气好刚好碰上大放水和AI大爆发,今年是我6年投资生涯的第1年正收益(笑)。 以上这些关于投资的想法虽然很幼","listText":" 我现在写下的内容,是我投资生涯的一段转折点,也是我自从踏上这条路以来最深刻的感悟。为何写在这里,因为同行者太少,我不妄求有完全感同身受的人,但这样一片投资的热土,我想在这里留下我的足迹。也希望将来某一天再次翻看,我能有不一样的感受。 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