U.S. stock market moves: Tesla plunges on September 25 due to robot bottlenecks, FSD voting delay, and rising U.S. Treasury yields

Tesla September 25 Major Decline Interpretation

Keywords: Robot bottleneck, FSD vote delay, US Treasury yields rise

1. On September 25, Tesla's Optimus production increased nearly tenfold compared to recent months, but complex hand structures, automation equipment malfunctions, and supplier limitations affected reliable mass production. The company's goal of producing over 1,000 units per week by the end of the year faces execution challenges.

2. On September 25, the EU postponed the vote on Tesla's Full Self-Driving system from the originally scheduled October to no earlier than December, further delaying deployment in Europe.

3. On September 24, Cox projected that Tesla's US car sales in the third quarter would decrease by 31% year-on-year, with car demand expectations weaker than those for major automakers such as General Motors and Ford.

4. On September 25, the yield on the 10-year US Treasury rose to over 5.22%, and the long-term rate increase compresses the valuation space of highly valued growth stocks.

(Disclaimer: This content is collected and summarized from public information by AI technology and is for reference only. It does not constitute investment advice.)