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智驾合规 | Cybercab落地运营 · 中美Robotaxi同扩围（2026-09-04）
特斯拉Cybercab奥斯汀落地运营：无方向盘双座、每公里成本0.84元，9月中旬京沪首展；Waymo丹佛/圣地亚哥/坦帕三城开放，中美Robotaxi同周期扩围。
SPCX 每日分析报告 · 2026-09-04｜放量突破 $140 · 9/9 解锁与 FOMC 双靴子临近
SPCX 收 $149.74（+6.57%），Oppenheimer 上调目标价放量突破 $140；P/S ~63x 估值高企；9/9-10 约 3.7 亿股解锁 + 9/16 FOMC（加息概率 42.5%）构成短期双风险，综合信号：谨慎做多。
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