白菜价给火箭定价
# 白菜价给火箭定价 特斯拉的IV跌到过去一年第15百分位。同一周，柏林工厂宣布扩产20%，Robotaxi监管要松绑，AI芯片里程碑达成——三个催化剂同时落地，期权市场却给出全年最便宜的定价。
本期概要
IV跌到年内第15百分位，柏林扩产+Robotaxi松绑+AI芯片突破同周确认——期权市场在用白菜价给火箭定价。 这个窗口还能开多久？T哥带你拆解下周三条主线和关键价位。
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。
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。
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。
Tesla: 2 Moonshots Have Now Become Medium-Term Catalysts (Rating Upgrade)
特斯拉被上调至强力买入评级，Cybercab和Optimus两大项目从长期愿景转为中期催化剂，有望提振股价表现。
Podcast: Slate’s $25,000 electric pickup, Polestar banned from US, Tesla FSD crash, and more
特斯拉FSD自动驾驶碰撞事故引发关注，可能对其自动驾驶技术的监管和市场信心产生负面影响；同时竞争对手Slate推出2.5万美元电动皮卡，加剧市场竞争压力。
Tesla (TSLA) Q2 2026 delivery consensus: 406,000 vehicles expected
华尔街分析师预计特斯拉2026年Q2交付量约40.6万辆，同比增长仅5.7%，增速温和，反映市场对特斯拉销量复苏预期较为保守。
Dow Jones Futures: Market At Tipping Point, Here's What To Do. Eli Lilly Soars, Tesla On Tap.
市场信号分歧，特斯拉电动车销售数据即将公布，投资者需密切关注市场走势及特斯拉销量表现。
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.
[重点解析]The episode likely discussed new U.S. regulatory proposals aimed at removing barriers for fully autonomous vehicles, highlighting how this could accelerate commercialization for Tesla's robotaxi ambitions and Waymo's expanding ride-hailing operations. Analysis probably touched on the competitive and business implications of a more permissive regulatory environment for self-driving technology.
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 episode likely covered Polestar's ban from the U.S. market due to connected vehicle regulations targeting Chinese-backed automakers, framing it within the broader tightening of oversight on Chinese-affiliated EV brands. It may have briefly noted the potential competitive benefit for Tesla and other non-Chinese EV players as rivals face market access restrictions.
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