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智驾合规 | 召回与豁免并行 · 美国AV监管加速分化（2026-08-16）
Waymo召回近4000辆Robotaxi（施工区识别缺陷）；NHTSA延长FMVSS 135评论期至8月26日并首授Zoox联邦商业豁免；美国国会推动封堵中国智能网联汽车；中国L2-L4强制标准体系确立。
SPCX 每日分析报告 | 英伟达$210亿持仓·解锁$425亿倒计时·9月FOMC加息24.5%被定价 | 2026-08-16
SPCX $140.00 (-0.9%) | NVDA披露$210亿持仓 | 29%做空比例 | 8/20解锁~$425亿倒计时4天 | 9月FOMC加息概率24.5% | 短期+0.51谨慎做多·中期-0.03中性偏空
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