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智驾合规 | 无人车竞速全球落地 · 存量合规整改并进（2026-08-25）
特斯拉奥斯汀Robotaxi两周170次行程全无安全员；萝卜快跑迪拜上线Uber双平台；小蓝灯存量车OTA整改落地，GB 4785修订起草中；门把手427.6万辆召回整改还剩128天
SPCX 每日分析报告 — 2026-08-25：AI 卫星叙事启动 · 发行价中枢震荡
SPCX 收 $135.00（=IPO价），Musk 官宣 2027 Q4 首发 AI 卫星（Nvidia 独家）；9月 FOMC 按兵不动 64.5% / 加息 33.5%；短期谨慎做多 +0.37，中期中性 -0.02
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