테슬라 주가 2% 하락…미 상원의원들 FSD 안전 데이터에 의구심 제기
TSLA Stock Falls – Senator Raises Concerns Over Tesla’s ‘Misleading’ FSD Safety Data
안전성 우려로 인하여 주가 하락 압력이 작용하긴 하나, 배달량 전망 상승으로 인해 하락 압력이 완화될 가능성이 있습니다.
핵심 요약
테슬라 주가 2% 하락하며 상원의원들이 FSD 안전 데이터에 의구심 제기, 골드만삭스는 2분기 출하량 전망 420,000대로 상향 조정
핵심요약
- 테슬라 주가 화요일 종가 기준 약 2% 하락
- 상원의원들, FSD 안전 데이터가 과장될 가능성에 대해 우려 제기
- 리터스 조사, 테슬라가 FSD 시스템이 인간 운전자보다 최대 10배 안전하다는 주장이 잘못된 비교를 바탕으로 한 것으로 지적
- 골드만삭스, 테슬라 2분기 차량 출하량 전망 405,000대에서 420,000대로 상향 조정
도입
테슬라의 FSD 시스템에 대한 상원의원의 우려가 주가 하락으로 이어진 것은 투자자에게 중요한 신호입니다. 안전 데이터의 신뢰성 문제와 함께, 차량 출하량 전망의 상향 조정이라는 긍정적 소식이 혼재한 상황에서는, 테슬라의 향후 전망을 평가할 때 주의가 필요합니다.
본문 1: FSD 안전 데이터의 신뢰성 문제
상원의원들은 테슬라가 FSD 시스템의 안전 데이터를 과장했을 가능성을 제기하며, 리터스 조사 보도를 인용했습니다. 이 보도에 따르면, 테슬라의 주장이 잘못된 비교를 바탕으로 한 것으로, 예를 들어 다른 충돌 심각도 기준을 사용하거나, 신형 차량을 구형 차량과 비교하는 등 부적절한 비교를 했다고 지적했습니다. 특히, 테슬라가 충돌을 5초 이내에만 카운트하는 반면, NHTSA는 30초를 기준으로 하고 있다는 점이 문제점으로 지적되었습니다. 이는 테슬라의 안전 데이터가 실제보다 더 긍정적으로 보일 수 있음을 의미합니다.
본문 2: 차량 출하량 전망의 상향 조정과 그 의미
골드만삭스는 테슬라의 2분기 차량 출하량 전망을 405,000대에서 420,000대로 상향 조정했습니다. 이는 테슬라의 생산 능력과 수요가 예상보다 높을 수 있음을 시사합니다. 그러나, 안전 데이터에 대한 우려가 주가 하락으로 이어진 만큼, 투자자들은 테슬라의 생산 증가를 위한 추가적인 투자가 안전 데이터의 신뢰성을 저하시킬 가능성도 고려해야 합니다. 이는 단기적인 주가 변동성을 높일 수 있는 요인이 될 수 있습니다.
결론
테슬라의 FSD 시스템에 대한 상원의원의 우려와 차량 출하량 전망의 상향 조정이라는 긍정적 소식이 혼재한 상황에서는, 테슬라의 향후 전망을 평가할 때 주의가 필요합니다. 특히, 안전 데이터의 신뢰성과 생산 증가를 위한 추가적인 투자의 균형을 고려할 필요가 있습니다. 향후 NHTSA의 조사가 어떻게 진행될지, 그리고 테슬라가 어떻게 대응할지에 따라 테슬라의 주가 변동성이 더 확대될 가능성도 있습니다.
Original Article
TSLA Stock Falls – Senator Raises Concerns Over Tesla’s ‘Misleading’ FSD Safety Data
According to a Reuters report from May, Tesla’s claims that its system is up to 10 times safer than human drivers rely on flawed comparisons.The senators’ request comes as the National Highway Traffic Safety Administration already has multiple active investigations into Tesla’s driver-assistance systems.Separately, as the second quarter nears close, Goldman Sachs raised its forecast for Tesla’s second-quarter vehicle deliveries to 420,000 units, up from its previous estimate of 405,000.Two Democratic U.S. senators are calling on federal regulators to examine Tesla’s self-published safety data for its Full Self-Driving (FSD) system, citing concerns that the company has exaggerated its safety record.TSLA shares closed down by about 2% on Tuesday.Senators Point To Flawed Safety ComparisonsIn a letter sent on June 16 to National Highway Traffic Safety Administration (NHTSA) Administrator Jonathan Morrison, Democratic Senators Edward Markey and Richard Blumenthal said Tesla has used “misleading and incomplete” statistics to promote the technology, describing the situation as an urgent safety problem.The letter references a Reuters investigation published in May, which found that Tesla has overstated the safety benefits of FSD. According to the report, Tesla’s claims that its system is up to 10 times safer than human drivers rely on flawed comparisons. These include using different crash severity thresholds than federal standards and comparing its newer vehicles against the much older overall U.S. vehicle fleet.The senators also noted that Tesla counts crashes only within a five-second window after a driver disengages FSD, while NHTSA uses a 30-second threshold.The lawmakers further criticized Tesla for redacting large portions of its safety data submitted to regulators under claims of confidential business information, noting that the company is currently the only automaker doing so. They urged NHTSA to strengthen its data collection requirements for all companies developing advanced driver-assistance systems, including mandatory reporting of vehicle miles traveled and non-crash safety incidents.Markey and Blumenthal asked NHTSA to respond in writing by July 6 with details on whether the agency has independently evaluated Tesla’s FSD safety claims or requested the underlying data.NHTSA Already Investigating FSDThe senators’ request comes as NHTSA already has multiple active investigations into Tesla’s driver-assistance systems. In March, the agency upgraded one probe into FSD to an Engineering Analysis — a more advanced stage that often precedes a recall — covering around 3.2 million vehicles. The probe focuses on FSD’s ability to detect when its cameras are impaired by conditions such as sun glare, fog, or airborne particles, and whether it provides timely warnings to drivers.Goldman Sachs Lifts Q2 Delivery ForecastSeparately, as the second quarter nears close, Goldman Sachs raised its forecast for Tesla’s Q2 vehicle deliveries to 420,000 units, up from its previous estimate of 405,000, saying current sales trends in key markets suggest deliveries are likely to beat the Street consensus of around 400,000.The firm cited improving demand in China, the United States, and particularly strong year-over-year growth in Europe as reasons for the upward revision. Despite the more optimistic outlook, Goldman noted that Tesla’s deliveries through May were still tracking down in the mid-teens percent year-over-year. The investment bank maintained its ‘Neutral’ rating on Tesla shares with a $375 price target.Tesla has seen a clear slowdown in vehicle deliveries over the past year and a half. After reporting record quarterly deliveries of 497,099 vehicles in the third quarter of 2025, the company experienced a sharp sequential decline to 418,227 units in the fourth quarter. This was followed by another notable drop in the first quarter of 2026, when Tesla delivered 358,023 vehicles — a 14% decrease from the previous quarter. On an annual basis, Tesla’s deliveries fell 8.6% in 2025 to 1.636 million vehicles, marking the second consecutive year of declining annual sales after years of strong growth.How Did TSLA Retail Traders React?On Stocktwits, retail sentiment around TSLA stock stayed within the ‘neutral’ territory while message volume remained at ‘normal’ levels.According to the platform’s internal data, retail chatter around the stock has exploded 566% over the past 30 days and by about 46% over the past three months.TSLA stock has fallen 8% this year. Read More: MRNA Stock Surges As FDA Releases Positive Briefing Documents Ahead Of Key Vaccine MeetingFor updates and corrections, email newsroom[at]stocktwits[dot]com.