2025-12-18 特斯拉新闻 - 德国电芯扩产、加州FSD宣传整改、Robotaxi无安全员

本频道是一档面向特斯拉爱好者与投资者的中文播客，用更少的时间抓住每天最重要的特斯拉动态，并把新闻背后的风险、节奏与关键变量讲清楚。本期节目聚焦三条主线：特斯拉在德国扩产电芯、加州要求调整Autopilot/FSD营销表述带来的合规与销售风险，以及robotaxi叙事在“无安全员试点、股价预期、投行情境推演、Waymo融资升级”多重信息下的竞争与落地速度对比。

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2025-12-18 特斯拉新闻 - 德国电芯扩产、加州FSD宣传整改、Robotaxi无安全员

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