2026-09-09Cybercab launched in Austin, but safety and profitability concerns arise
제품호재
Tesla FSD Approved in Slovenia, Sixth European Country영어 원문
Slovenia approves FSD, expanding European footprint
첫날 +4.0% · 5일 후 -3.1%
애널리스트
Analysts See Tesla Robotaxi Cost Edge, but Software Performance Key영어 원문
Goldman Sachs says Cybercab may have cost advantage, but software performance is more critical for robotaxi competition
첫날 +4.0% · 5일 후 -3.1%
기업호재
Optimus Production at Fremont Gains Market Attention영어 원문
Production start draws comments; Calacanis says it will be best-selling product ever
첫날 -1.7% · 5일 후 +1.5%
›전개 과정 2회
2026-08-28Production start is a milestone, yet scaling remains challenging
2026-08-30Production start draws comments; Calacanis says it will be best-selling product ever
제품호재
Tesla Expands Robotaxi to Nevada with Extended Hours영어 원문
Service now runs 6AM-10PM seven days a week, unsupervised fleet growing, Cybercab testing ramps at Giga Texas
첫날 -3.8% · 5일 후 +5.4%
›전개 과정 4회
2026-08-22Nevada approves Tesla's robotaxi permit, paving way for paid autonomous service
2026-08-23Regulatory approval expands from 10 to 5,000 vehicles, advancing paid autonomous service
2026-08-24Nevada approval expands deployment, but large-scale rollout still hinges on software and safety progress
2026-08-27Service now runs 6AM-10PM seven days a week, unsupervised fleet growing, Cybercab testing ramps at Giga Texas
기업악재
Tesla Raises Cybertruck Prices by $5,000 as Sales Miss Goals영어 원문
Two trims up $5,000, sales miss Musk's goals, potentially impacting orders and margins
첫날 +0.4% · 5일 후 +1.7%
›전개 과정 2회
2026-08-25Dual-motor to $74,990, AWD to $84,990; adds to delivery and quality concerns, affecting orders and margins
2026-08-26Two trims up $5,000, sales miss Musk's goals, potentially impacting orders and margins
제품
Tesla Flying Roadster Demo Nears, but Risks Remain영어 원문
Musk promises hovering Roadster showcase, but analysts warn it may distract from core risks
첫날 +0.7% · 5일 후 +6.0%
›전개 과정 4회
2026-08-14Multiple reports say Roadster will use cold-gas thrusters for brief flight, showcasing Tesla-SpaceX synergy
2026-08-15Multiple reports suggest Tesla may showcase Roadster this month, with SpaceX thrusters as highlight
2026-08-17Former president confirms long-standing concept, new design possible this month
2026-08-26Musk promises hovering Roadster showcase, but analysts warn it may distract from core risks
규제악재
Tesla Recalls 2.98M Vehicles in China for Door Handle Defect영어 원문
China's regulator disclosed Tesla's largest recall in China, involving door handles and emergency exit design safety fixes
첫날 +5.1% · 5일 후 -3.9%
›전개 과정 2회
2026-08-21China's regulator mandates fix for emergency door release; covers Model 3/Y, Tesla's largest China recall
2026-08-23China's regulator disclosed Tesla's largest recall in China, involving door handles and emergency exit design safety fixes
기업호재
Tesla's U.S. EV Market Share Rebounds to 59%영어 원문
Despite stock decline, record deliveries and 26% revenue growth push share to highest since 2023
첫날 -3.8% · 5일 후 +5.4%
기업호재
Einride Confirms 500 Tesla Semi Order, Accelerating Electric Truck Commercialization영어 원문
Following WattEV order, Semi public orders expand, signaling inflection in electric truck demand
첫날 -0.7% · 5일 후 +4.0%
›전개 과정 2회
2026-08-18Swedish firm Einride plans to deploy 500 Tesla Semis in North America over two years, with first deliveries in September, serving Amazon and others, boosting Tesla's electric truck adoption.
2026-08-19Following WattEV order, Semi public orders expand, signaling inflection in electric truck demand
M&A·자금조달
Tesla-SpaceX Merger Speculation Intensifies, Musk Voting Control in Spotlight영어 원문
Musk seeks 25% voting control; analysts warn on merger risks to shareholders
첫날 +0.8% · 5일 후 +5.6%
›전개 과정 9회
2026-07-31Shares rose over 3.5% Thursday after merger details emerged, hitting $315 high
2026-07-31WSJ reports Tesla weighs China split to facilitate merger; Musk denies, but multiple sources confirm merger talks heat up.
2026-08-06Growing number of reporters and experts believe merger talks heat up; SpaceX's Megapack purchases and Terafab collaboration strengthen ties
2026-08-08New view: merger talks could provide a floor for Tesla's share price, helping retain shareholders and employees before closing
2026-08-10SpaceX's valuation unsettled post-IPO, lockups, vote may be delayed
2026-08-10WSJ notes merger could wipe away performance targets in Musk's pay package
2026-08-10Critical clause in Musk's award could wipe out performance targets if merger occurs
2026-09-09Cybercab launched in Austin, but safety and profitability concerns arise
제품호재
Tesla FSD Approved in Slovenia, Sixth European Country영어 원문
Slovenia approves FSD, expanding European footprint
첫날 +4.0% · 5일 후 -3.1%
애널리스트
Analysts See Tesla Robotaxi Cost Edge, but Software Performance Key영어 원문
Goldman Sachs says Cybercab may have cost advantage, but software performance is more critical for robotaxi competition
첫날 +4.0% · 5일 후 -3.1%
기업호재
Optimus Production at Fremont Gains Market Attention영어 원문
Production start draws comments; Calacanis says it will be best-selling product ever
첫날 -1.7% · 5일 후 +1.5%
›전개 과정 2회
2026-08-28Production start is a milestone, yet scaling remains challenging
2026-08-30Production start draws comments; Calacanis says it will be best-selling product ever
제품호재
Tesla Expands Robotaxi to Nevada with Extended Hours영어 원문
Service now runs 6AM-10PM seven days a week, unsupervised fleet growing, Cybercab testing ramps at Giga Texas
첫날 -3.8% · 5일 후 +5.4%
›전개 과정 4회
2026-08-22Nevada approves Tesla's robotaxi permit, paving way for paid autonomous service
2026-08-23Regulatory approval expands from 10 to 5,000 vehicles, advancing paid autonomous service
2026-08-24Nevada approval expands deployment, but large-scale rollout still hinges on software and safety progress
2026-08-27Service now runs 6AM-10PM seven days a week, unsupervised fleet growing, Cybercab testing ramps at Giga Texas
기업악재
Tesla Raises Cybertruck Prices by $5,000 as Sales Miss Goals영어 원문
Two trims up $5,000, sales miss Musk's goals, potentially impacting orders and margins
첫날 +0.4% · 5일 후 +1.7%
›전개 과정 2회
2026-08-25Dual-motor to $74,990, AWD to $84,990; adds to delivery and quality concerns, affecting orders and margins
2026-08-26Two trims up $5,000, sales miss Musk's goals, potentially impacting orders and margins
제품
Tesla Flying Roadster Demo Nears, but Risks Remain영어 원문
Musk promises hovering Roadster showcase, but analysts warn it may distract from core risks
첫날 +0.7% · 5일 후 +6.0%
›전개 과정 4회
2026-08-14Multiple reports say Roadster will use cold-gas thrusters for brief flight, showcasing Tesla-SpaceX synergy
2026-08-15Multiple reports suggest Tesla may showcase Roadster this month, with SpaceX thrusters as highlight
2026-08-17Former president confirms long-standing concept, new design possible this month
2026-08-26Musk promises hovering Roadster showcase, but analysts warn it may distract from core risks
규제악재
Tesla Recalls 2.98M Vehicles in China for Door Handle Defect영어 원문
China's regulator disclosed Tesla's largest recall in China, involving door handles and emergency exit design safety fixes
첫날 +5.1% · 5일 후 -3.9%
›전개 과정 2회
2026-08-21China's regulator mandates fix for emergency door release; covers Model 3/Y, Tesla's largest China recall
2026-08-23China's regulator disclosed Tesla's largest recall in China, involving door handles and emergency exit design safety fixes
기업호재
Tesla's U.S. EV Market Share Rebounds to 59%영어 원문
Despite stock decline, record deliveries and 26% revenue growth push share to highest since 2023
첫날 -3.8% · 5일 후 +5.4%
기업호재
Einride Confirms 500 Tesla Semi Order, Accelerating Electric Truck Commercialization영어 원문
Following WattEV order, Semi public orders expand, signaling inflection in electric truck demand
첫날 -0.7% · 5일 후 +4.0%
›전개 과정 2회
2026-08-18Swedish firm Einride plans to deploy 500 Tesla Semis in North America over two years, with first deliveries in September, serving Amazon and others, boosting Tesla's electric truck adoption.
2026-08-19Following WattEV order, Semi public orders expand, signaling inflection in electric truck demand
M&A·자금조달
Tesla-SpaceX Merger Speculation Intensifies, Musk Voting Control in Spotlight영어 원문
Musk seeks 25% voting control; analysts warn on merger risks to shareholders
첫날 +0.8% · 5일 후 +5.6%
›전개 과정 9회
2026-07-31Shares rose over 3.5% Thursday after merger details emerged, hitting $315 high
2026-07-31WSJ reports Tesla weighs China split to facilitate merger; Musk denies, but multiple sources confirm merger talks heat up.
2026-08-06Growing number of reporters and experts believe merger talks heat up; SpaceX's Megapack purchases and Terafab collaboration strengthen ties
2026-08-08New view: merger talks could provide a floor for Tesla's share price, helping retain shareholders and employees before closing
2026-08-10SpaceX's valuation unsettled post-IPO, lockups, vote may be delayed
2026-08-10WSJ notes merger could wipe away performance targets in Musk's pay package
2026-08-10Critical clause in Musk's award could wipe out performance targets if merger occurs
