特斯拉2026年第三季度交付超48.6万辆，同比下降2%
特斯拉公布2026年第三季度全球电动车生产超46.4万辆、交付超48.6万辆，储能产品装机量达13.7吉瓦时。Model 3/Y生产457,387辆、交付478,237辆；其他车型生产7,004辆、交付8,295辆。IT之家援引2025年第三季度交付量497,099辆计算称，今年第三季度交付量同比下降2%。
#特斯拉
外媒与科技媒体长文、研究号文章。按时间排，不论是否入选精选。
IT之家AI 评分6565 The VergeAI 评分1515 Tesla will now let you drive off mid-charge if there’s an emergency
Tesla introduced a new feature to enable drivers to escape quickly while charging their vehicles in response to a mass shooting at a Supercharger location in Idaho in August that left seven people wounded and four dead. When a Tesla vehicle is charging, the plug is locked to the charging port and dr
路透社AI 评分1919 Rivian deliveries hit record high as R2 rollout gains momentum - reuters.com
Rivian deliveries hit record high as R2 rollout gains momentum reuters.com
路透社AI 评分5252 特斯拉季度交付量超预期，欧洲需求回升
特斯拉季度交付量超预期，欧洲需求回升。feed 未提供交付数量、比较口径或欧洲需求变化的具体数据。
The VergeAI 评分4545 特斯拉复苏遭遇小挫折
特斯拉第三季度交付车辆少于去年同期，但仍超过华尔街预期。公司称，7月至9月共生产464,391辆汽车，其中包括457,387辆Model 3和Model Y，以及7,004辆其他车型；总产量较2025年第三季度增长约3.8%。
TechCrunchAI 评分3434 Tesla sustains its EV sales momentum despite US troubles
The company delivered more than 486,000 EVs in the third quarter, down from last year's record but moving in a positive direction.
Business InsiderAI 评分7171 特斯拉第三季度交付486,532辆汽车，同比下降2%，高于市场预期
特斯拉周五公布第三季度交付486,532辆汽车，同比下降2%；这一数字高于彭博汇总的分析师预期463,761辆，也高于特斯拉自有汇总的分析师预测462,000辆。公司9月开始将Cybercab加入机器人出租车车队，相关网络目前覆盖德克萨斯州和佛罗里达州的六座城市。
MarketWatchAI 评分5454 特斯拉今年汽车销量最佳三个月期仍低于不到一年前的水平
特斯拉今年汽车销量最好的三个月期，销量仍低于不到一年前的水平。材料未提供具体销量数字及完整正文。
金融时报AI 评分1313 Tesla deliveries fall 2% as US consumers buy fewer EVs
Drop is less than predicted as European sales continue to recover
CNBCAI 评分2323 Tesla reports 486,532 vehicle deliveries for third quarter, topping expectation
Tesla's core autos business is under pressure as Chinese and European carmakers roll out affordable and innovative EVs.
The AtlanticAI 评分11 A Fascinating Change of Pace for Tom Cruise
Digger sees the actor caked in old-man makeup for a role that’s not what it initially seems.
CNBCAI 评分2020 Trump wants South Korea in on Alaska LNG. Here’s why Seoul is cautious
South Korea remains cautious on Alaska LNG amid concerns over its high costs and commercial risks.
IT之家AI 评分1313 特斯拉推出 Dog Mode Chew Toy 车载周边：适用宠物场景，20 美元
IT之家 10 月 2 日消息，特斯拉美国现已在其官方商城上架了一款 Dog Mode Chew Toy（狗狗模式咬咬玩具），售价 20 美元（IT之家注：现汇率约合 134.3 元人民币），中国市场尚未上架。据特斯拉介绍，这款玩具尺寸约为 8.6×7.4×13.4 厘米，采用无毒橡胶材质打造，主打耐咬且易于清洗，其中空设计可以填入花生酱或零食，底部还设有专门的投喂口。狗狗在啃咬玩具的同时，可以慢慢取出其中的零食，从而延长它们在车内安静待着的时间。
WiredAI 评分1313 Your Driverless Cab Is Spying on You
Self-driving cars from Waymo, Zoox, and Tesla are studded with cameras and sensors. Some of them are pointing at riders.
财富AI 评分1616 GM’s Mary Barra says ‘I’m done making predictions’—but sees fully autonomous driving in 2028
Everything you need to know before you reach the office this morning.
财富AI 评分1616 Ford CEO Jim Farley says the line between engineers and skilled tradespeople is now ‘completely blurred out’
Also: All the news and watercooler chat from Fortune.
IT之家AI 评分4545 特斯拉持续推进 FSD 监管版辅助驾驶系统在中国台湾地区落地申请，优化道路测试计划
特斯拉已提交 FSD 监管版辅助驾驶系统的道路测试计划架构，并根据首轮技术审查意见进一步优化计划。测试路线将覆盖城市、乡村等交通环境，验证系统对当地机动车与摩托车混行及交通规则的适应能力；公司将继续推进相关审核认可。
财富AI 评分4545 通用汽车 CEO Mary Barra 称电动汽车仍是目标，但转型之路更漫长
通用汽车 CEO Mary Barra 表示，电动汽车仍是公司的长期目标，但美国汽车业的电动化进程比此前预期更慢。通用汽车目前兼顾电动车与高利润燃油车，并预计 2028 年在 Cadillac Escalade IQ 上提供允许驾驶者不注视道路的高速公路驾驶功能。
IT之家AI 评分2727 马斯克：通过星舰未来将在月球部署巨型天文望远镜
IT之家 10 月 2 日消息，全球首富埃隆 · 马斯克（Elon Musk）昨日（10 月 1 日）在 X 平台发布推文，表示 SpaceX 希望通过星舰（Starship），将更大口径望远镜送入轨道，并未来在月球部署“巨型望远镜”，有望重塑天体物理学研究格局。网友 Luis Batalha 指出，下一代太空望远镜的设计长期受到质量和体积限制，而星舰若具备更大的运载能力，将有望以更快速度、较少限制完成相关设备的发射。IT之家附上相关截图如下：马斯克随后转发该推文，并评论称星舰通过在轨道上放置更大的望远镜以及在月球上放置巨型望远镜，来扩大物理学研究的范围。不过，相关计划仍处于构想和技术验证阶段
IT之家AI 评分6262 加州签署SB 1246：Robotaxi妨碍警消任务超30分钟，运营企业可能被罚
加州州长加文·纽森签署参议院第1246号法案，要求Robotaxi发生故障或妨碍应急处置时安排本地人员到场协助，阻碍警察或消防员执行任务超过30分钟，运营企业可能被罚款。法案还要求远程驾驶员身在美国并持有美国驾照；发生全系统故障时，企业须向地方政府通报车辆位置和运行状态，并在当地配备事故处置技术人员。法案将于2028年7月生效，部分实施细则由加州机动车辆管理局制定。
彭博AI 评分1919 European Carmakers Bet on Nostalgia
Reinventing iconic cars is a smart way for European manufacturers to compete with China. Bloomberg Opinion columnist Chris Bryant explains how the Renault 5 electric car (that comes with an optional baguette basket) proves that nostalgia sells. (Source: Bloomberg)
Business InsiderAI 评分2525 Tesla rolled out a 'drive away' feature it hopes ‘you never need’
Tesla released a software update called "Emergency Drive Away" that would allow the vehicle to shift into drive while plugged into a Supercharger.
IT之家AI 评分6565 马斯克称为推进Optimus量产，特斯拉AI5和AI6芯片内存用量将下调
马斯克在X平台表示，为储备足够内存用于Optimus生产，特斯拉计划削减AI5和AI6芯片的内存用量。AI5的RAM计划从144GB降至72GB LP5，减少50%；AI6从216GB降至144GB LP6，减少约33%。马斯克称内存带宽保持不变，并预计对Optimus性能的影响可以忽略。
TechCrunchAI 评分3333 Musk’s AI chatbot Grok reportedly encouraged Trump to capture Venezuela’s president
President Trump reportedly asked for Grok's opinion before invading Venezuela and capturing Nicolás Maduro.
卫报AI 评分2424 Hegseth puts the future of warfare in the hands of major Maga donors
Installing tech billionaires Elon Musk and Palmer Luckey to Pentagon defense board raises conflict of interest concernsBy installing tech billionaires Elon Musk and Palmer Luckey to advisory roles in a Pentagon project about the future of warfare, defense secretary Pete Hegseth bestowed extraordinar
金融时报AI 评分1414 Europe should take Trump’s diesel ban seriously, if not literally
Even if the president backs down, his threat should prompt Europe to be more energy independent
财富AI 评分3030 ‘I’m going out because nobody’s selling it’: Trump and JD Vance kick off 32-day campaign blitz in deep-red Texas and Oklahoma
According to Trump, his party’s headwinds are merely a matter of poor public relations about a job he says is well done.
TechCrunchAI 评分1515 One year later, Tesla and Musk still don’t have a good definition of ‘abundance’
The CEO promised to get more specific about his vision. But the details are still absent.
MarketWatchAI 评分1515 Tesla’s delivery report is just around the corner. Expect a sales drop.
Investors have become less interested in Tesla’s EV business lately, but Friday’s report still has the potential to be market-moving.
IT之家AI 评分4242 宝马集团计划2027年年中在欧洲推行代理直售模式，车型统一定价
宝马集团计划从2027年年中起在欧洲导入代理直售模式，经销商继续提供试驾、咨询和交付服务，并按每辆车获得固定佣金。宝马车型将在全国统一定价，消费者不能通过经销商议价获得折扣；宝马还计划打通线上线下购车流程，并结合渠道数据利用AI提供个性化销售服务。
卫报AI 评分2222 Trump the environmentalist? How his Iran war exposed the fragility of dirty energy
Gavin Newsom says Trump is a ‘gift’ to the climate cause for dispelling notions of fossil fuel energy securityOf all the epithets hurled at Donald Trump since he became US president, perhaps the most unusual was delivered last week – that he is, in fact, some sort of environmentalist.Trump is the “g
Business InsiderAI 评分4141 福特CEO称AI将取代表格工作，但维修机器人仍需人工
福特CEO Jim Farley表示，AI将改变甚至淘汰财务表格、呼叫中心和初级编程等信息类岗位，但福特仍需熟练技工维修机器人、维护自动化设备。福特在美国有超过1万名熟练技工，约占5.6万名UAW员工的20%。一份报告称，美国到2035年每年需填补约170万个熟练技工职位，而培训体系每100个需求仅培养55名工人。
路透社AI 评分2727 Tesla September registrations rise across Europe, extending recovery - Reuters
Tesla September registrations rise across Europe, extending recovery Reuters
钛媒体AI 评分5858 车企自研电池趋势下宁德时代面临市场份额挑战
随着多家车企推进电池自研及引入二线供应商，宁德时代正遭遇市场份额危机，其国内动力电池市占率虽仍保持在40%以上，但独家订单减少。文章回顾了从2021年起车企为应对电池荒和成本压力发起的三轮“去宁化”浪潮，指出广汽、吉利、小鹏、理想等头部车企已逐步构建起以自研或多元化供应为主的三级供应链体系。
IT之家AI 评分3030 特斯拉Model 3升级16英寸中控屏并新增交流外供电，限时尾款立减5000元
特斯拉Model 3全系升级16英寸高清触摸屏并可选浅灰色内饰，Model 3/Y全系上线最高2200W交流外供电功能。2026年10月31日前下单Model 3可享尾款立减5000元，叠加权益后售价222,500元起。