2026年2月21日，美国佛罗里达州迈阿密联邦法院判决，正式驳回特斯拉上诉请求，维持2.43亿美 元（约16.8亿元人民币）的巨额赔偿判决。这起历时七年的辅助驾驶致死案，刷新了全球自动驾驶领域 赔偿金额纪录。 我国智能驾驶事业正处于上升期，特斯拉的这起案件对我国智能驾驶速写有什么启示呢？同济大学 教授朱西产告诉记者，智驾属于辅助驾驶系统，安全由驾驶员负责，自动驾驶必须100%安全才能上市 销售。 事故认定 据外媒报道，2019年4月25日晚9时许，美国佛罗里达州基拉戈市发生一起致命车祸。38岁的驾驶员 乔治·麦基驾驶特斯拉Model S，启用增强版辅助驾驶系统Autopilot后，因低头捡掉落手机分神，车辆以 约100公里/小时的速度失控冲入路边停车场，撞翻一辆静止的雪佛兰Tahoe SUV。事故导致22岁女性贝 内维德斯·莱昂·奈贝尔当场死亡，其男友迪隆·安古洛重伤。 麦基被陪审团认定承担67%责任。麦基低头捡手机，导致分神未能及时观察路况，且在事故发生前 踩下加速踏板，使车辆超速，并便利Autopilot的自动制动功能部分失效。 陪审团还认为，Autopilot未能有效识别前方静止车辆，且在驾驶员长时间分 ...

格隆汇2月24日丨索辰科技(688507.SH)在投资者互动平台表示，公司的"天工·开物"物理AI平台未获特斯 拉Optimus二代模组验证订单。 ...

Core Viewpoint - Tesla is suing the California Department of Motor Vehicles (DMV) to overturn a ruling that found the company guilty of false advertising regarding its autonomous driving features [1][2]. Group 1: Legal Proceedings - Two months prior, the state's administrative hearing office determined that Tesla engaged in false advertising, allowing the DMV to temporarily revoke the company's license to manufacture or sell vehicles in the state [2]. - The DMV did not directly revoke Tesla's license but required the company to modify its marketing language. On February 17, the DMV stated that Tesla had adequately made the necessary modifications, thus avoiding license revocation [2]. - In a lawsuit filed on February 13, Tesla's lawyers claimed that the DMV incorrectly labeled the company as a "false advertiser" due to its use of the terms "autopilot" and "full self-driving" [2]. Group 2: Future Implications - Tesla is heavily relying on the future of autonomous ride-hailing services, which is why it seeks further action from the DMV [2]. - The DMV has not yet commented on the ongoing legal matter, and Tesla has not responded to requests for comments [2].

2025年8月，美国联邦陪审团裁定特斯拉对事故负有责任，认定其承担33%的过错责任，需支付4300万 美元补偿性赔偿金和2亿美元惩罚性赔偿金。 特斯拉随即发起反击。当月，特斯拉方面律师提交了一份长达71页的文件，要求法院驳回裁决或重新审 判，称该裁决"违背了佛罗里达州基本侵权法、正当程序条款和常识"，并声称庭审中提及CEO埃隆·马 斯克关于Autopilot的言论误导了陪审团。 该案件源于2019年发生在美国佛罗里达州的一起致命车祸。当时，车主驾驶一辆开启Autopilot系统的特 斯拉Model S。行驶过程中，车主弯腰去捡掉落的手机，车辆径直冲过一个停车标志和一个闪烁红灯的 路口，撞上一辆停着的汽车，导致一死一重伤。 股价承压的直接导火索，来自一起让特斯拉付出高昂代价的Autopilot诉讼案。上周五，美国联邦法官驳 回了特斯拉要求推翻陪审团裁决的请求，判定特斯拉在一起致命事故中需承担2.43亿美元（约合人民币 16.76亿元）赔偿责任。这意味着特斯拉在初审法院层面彻底败诉。 截至当地时间2月23日（周一）收盘，特斯拉股价下跌2.91%，报收399.83美元，总市值跌破1.5万亿美 元。 特斯拉的"多事之 ...

智通财经APP获悉，招商证券发布研报称，马斯克在达沃斯论坛上表示Tesla和SpaceX将在三年内在美 国分别建设100GW光伏产能。本轮北美光伏扩产，将给相关国产辅材、设备及头部制造公司带来价值 重估，尤其需要重视辅材机会，其持续性强，且技术路线分歧较小。其中地面辅材确定性高，太空辅材 市场空间大;同时，部分掌握核心专利的主链公司也有望受益。 招商证券主要观点如下： 马斯克在达沃斯论坛上表示Tesla和SpaceX将在三年内在美国分别建设100GW光伏产能 北美地面扩产预计沿用中国成熟技术路线和辅材供应链，而太空设备、辅材需要针对性开发、设计，价 值量将明显高于地面。本轮北美光伏扩产，将给相关国产辅材、设备及头部制造公司带来价值重估，尤 其需要重视辅材机会，其持续性强，且技术路线分歧较小。 北美地面光伏将给中国相关供应链带来机会，太空方案还在迭代 据产业反馈，SpaceX目前方案有可能倾向P-HJT路线，钙钛矿及钙钛矿叠层也在积极尝试，预计HJT与 钙钛矿装备厂会受益。同时，考虑太空复杂环境，超薄硅片和组件封装对相关环节提出更高要求。北美 地面光伏，从经济性出发可能选择N型TOPCon，但专利、工艺掌握在中 ...

Core Insights - Tesla is shifting its focus from electric vehicles and energy storage to becoming a technology-enabled services business driven by artificial intelligence, with the Optimus robot at the forefront of this transformation [1][2] Group 1: Optimus Development and Capabilities - Tesla's humanoid robot, Optimus Gen 3, has demonstrated advanced dexterity, including fine motor skills such as tearing paper towels and folding laundry [4] - The company aims to produce 1 million Optimus bots per year at its Fremont factory, although the robot is currently in the research and development phase and is only deployed within Tesla's factories for learning purposes [6] - Production of Optimus is expected to begin "probably the end of this year," according to CEO Elon Musk [7] Group 2: Market Position and Valuation - Tesla's current market capitalization stands at $1.6 trillion, with a forward price-to-earnings (P/E) multiple of 202, indicating a high valuation relative to projected earnings [7] - There is a debate on whether Tesla stock is overvalued or undervalued, as no company has successfully deployed physical AI at a global scale, making it difficult to benchmark Optimus [8] - The potential for Tesla's stock to soar exists if the company successfully executes its vision for Optimus, but there are significant risks if the product fails to scale [9]

1月份， 特斯拉 在欧盟、英国和欧洲自由贸易联盟（EFTA）的市场份额降至0.8%，而 比亚迪 为 1.9%；特斯拉纯电动汽车（BEV）市场份额为4.3%。 ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

Core Insights - Generative AI is viewed as a transformative technology by Amazon's CEO Andy Jassy, indicating its potential to significantly enhance customer experiences across the company [1] - Elon Musk predicts that by 2040, humanoid robots could create a market worth $250 trillion, representing a major shift in the global economy driven by AI innovation [2][3] - Major firms like PwC and McKinsey acknowledge the potential of AI to unlock multi-trillion-dollar opportunities, reinforcing the optimistic outlook on AI's economic impact [3] Company and Industry Analysis - A breakthrough in AI technology is seen as a catalyst for redefining work, learning, and creativity, leading to increased interest from hedge funds and top investors [4] - There is speculation about an under-owned company that may play a crucial role in the AI revolution, suggesting that it could be a significant investment opportunity [4][6] - Prominent figures in technology and finance, including Bill Gates and Warren Buffett, recognize AI as a major technological advancement with the potential for substantial social benefits [8]

责任编辑：于健 SF069 欧洲汽车行业协会（ACEA）周二发布的数据显示，今年1月欧洲新车销量自去年6月以来首次出现同比 下滑，受德国、法国、比利时和波兰等主要市场销量下降的影响。 下降最严重的是挪威，该国1月份的新车注册量与 2025 年同期相比下降了约 76%。 包括欧盟成员国、英国、瑞士、挪威和冰岛在内，欧洲1月份新车销量同比下降了3.5%，至961382辆汽 车。 其中，汽油车销量同比下降了约 26%，在法国降幅尤其显著，达 49%，在德国则下降了 30%。它们在 欧洲市场的份额从近三分之一降至略超过五分之一。 与此同时，纯电动汽车、插电式混动汽车和混合动力汽车的销量分别增长了约 14%、32% 和 6%，它们 的总销量占欧洲1月新车注册量的 69%，较 2025 年 1 月的 59%有所上升。 大众、BMWYY>宝马、雷诺和丰田的注册量分别下降了 3.8%、5.7%、15%和 13.4%，而比亚迪的注册 量飙升了165%。 斯特兰蒂斯和梅赛德斯的销量分别增长了 6.7% 和 2.8%。 美国汽车制造商特斯拉则继续呈下滑趋势，其销量同比下降了 17%，连续第 13 个月销量出现萎缩。 欧洲汽车行业协 ...