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美股收割机2025
02-28

华尔街jw 是个什么卵

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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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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class=\"meta\">\n\n\n2026-02-26 21:08 北京时间&nbsp;&nbsp;&nbsp;<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":{"LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","TSII":"REX TSLA Growth & Income ETF","TSL":"1.25倍做多TSLA ETF-GraniteShares","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) 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ACC","SG9999015978.USD":"利安颠覆性创新基金A"},"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 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":{"TEST":0.6,"TSLI":0.6,"TSLY":0.6,"TSLT":0.6,"TSLR":0.6,"TSLG":0.6,"TESL":0.6,"TSII":0.6,"TSYY":0.6,"CRSH":0.6,"TSLS":0.6,"TSLQ":0.6,"TSLA":1.96,"07766":0.6,"TSLZ":0.6,"TSDD":0.6,"TSLW":0.6,"TLA":0.6,"TSLP":0.6,"TSLO":0.6,"TSL":0.6}},"isVote":1,"tweetType":1,"viewCount":232,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":18,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}