六月最后一周：特斯拉跌6%，但期权市场说别慌
# 六月最后一周：特斯拉跌6%，但期权市场说别慌 特斯拉本周跌了6.3%，Max Pain却纹丝不动——400块，跟上周一模一样。市场在告诉你什么？
本期概要
特斯拉本周跌了6.3%，但期权市场的淡定程度令人吃惊——IV跌到历史第15百分位，Max Pain纹丝不动在400。大资金在告诉你什么？ Q2交付数据即将公布，当前期权成本是一年来最便宜的时候，下周能否反弹回400？
完整解读
上方视频是 T哥 对这期的完整拆解。在 YouTube 上观看 →
这期读了哪些新闻
Tesla settles lawsuit over fatal ‘Full Self-Driving’ pedestrian crash
特斯拉悄然和解首起FSD行人死亡诉讼，和解条款未披露，但此案与联邦对320万辆特斯拉的调查直接相关，可能加剧监管压力并引发市场对FSD安全性的担忧。
Tesla Expands Production In Germany, As VW Cuts 100,000 Jobs
特斯拉宣布扩大德国柏林超级工厂产能，而竞争对手大众计划关闭四家工厂并裁员10万人，对比鲜明，有助于强化特斯拉在欧洲市场的竞争优势。
Forget Betting Everything on Tesla’s Robot. This Fund Already Owns the Robotics Winners
文章探讨特斯拉机器人业务的投资逻辑，并建议通过机器人主题基金分散投资，对特斯拉股价短期影响有限，但反映市场对Optimus和Cybercab的持续关注。
Tesla, Sunrun Team Up To Use Home Batteries And Solar To Power AI Data Centers
特斯拉与Sunrun及Renew Home合作，利用家用电池和太阳能为AI数据中心提供电力支持，展示特斯拉能源业务在AI基础设施领域的战略价值，有望提升市场对其能源板块的估值预期。
This Regulatory Rollback For Robotaxis Is Set To Help Tesla, Amazon, Google
美国监管机构考虑放宽机器人出租车手动控制要求，将直接利好特斯拉、亚马逊和谷歌的自动驾驶商业化进程。
Good News For Tesla Stock Fans
特斯拉悄然和解FSD行人碰撞诉讼，有助于降低法律风险敞口，对股价情绪略有正面支撑。
Tesla Has 2 Million Mobile Cameras, but Alphabet Has 10 Cities of Pure Driverless Data
特斯拉与Alphabet在自动驾驶领域路线对比分析，Waymo已实现商业化收费运营，而特斯拉仍依赖摄像头数据训练，竞争格局对特斯拉略显不利。
Great News For Tesla, Polestar Banned From The US
Polestar因联网汽车规则被禁止在美销售，竞争对手出局有助于特斯拉巩固美国电动车市场份额。
这期推进了哪些主线
美国监管提案拟为全自动驾驶车辆扫清障碍：特斯拉与Waymo Robotaxi商业化进程有望加速分析
NHTSA is specifically considering loosening manual control requirements for robotaxis, adding a concrete regulatory detail that directly benefits Tesla, Amazon (Zoox), and Google (Waymo). This expands on the existing thread with a specific rule change under consideration.
[简要提及]The hosts briefly mentioned the U.S. regulatory proposal aimed at clearing the path for fully autonomous vehicles, noting its potential to accelerate commercialization for players like Tesla and Waymo in the robotaxi space.
贝索斯支持的Slate Auto推出24,950美元电动皮卡：低价电动车市场竞争格局与特斯拉市场份额影响分析
New angle on Slate Auto's pricing: state-level EV rebates could bring the truck under $20,000 for some buyers, but eligibility varies significantly by location and income, and several rebates may not apply to Slate at all. This adds a meaningful pricing nuance to the existing Slate Auto thread.
[重点解析]The hosts discussed Slate Auto's $24,950 electric pickup backed by Jeff Bezos, noting that prominent Tesla investor Ross Gerber has endorsed the vehicle and predicts strong consumer adoption thanks to its customizable features. They also highlighted that state-level EV rebates could push the price below $20,000 for some buyers, though eligibility varies widely by location and income, and several rebates may not apply to Slate at all.
Polestar因联网汽车规则被禁止进入美国市场：中资背景电动车品牌监管收紧与特斯拉竞争格局影响分析
This article reiterates the Polestar US ban under the Connected Vehicle Rule, emphasizing that Polestar's near-zero US sales make the competitive impact on Tesla minimal, adding context on the sales figures but no materially new regulatory facts.
[简要提及]The hosts touched on Polestar being barred from the U.S. market due to connected vehicle regulations targeting Chinese-backed automakers, framing it as part of a broader tightening of oversight on Chinese-affiliated EV brands.
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