IT之家 1 月 17 日消息，当地时间 1 月 16 日，据《财富》杂志报道，文件显示马斯克旗下的"无聊公司"正与内华达州政府关联机构合作，研究一项可能从里 诺延伸至特斯拉超级工厂的地下隧道项目，路线位于 80 号州际公路下方，长度约 14.5km。 该研究由西内华达经济发展局出资推进。该机构是一家与州政府密切合作、负责招商引资的非营利组织，已于 2025 年 10 月向无聊公司支付 5 万美元（IT之 家注：现汇率约合 34.9 万元人民币），用于完成概念性设计和可行性研究。研究目标是为塔霍 — 里诺工业中心寻找新的交通替代方案。 该工业中心占地约 433 平方公里，随着数据中心和大型企业持续入驻，80 号州际公路沿线的交通流量和事故数量显著上升。 特斯拉和松下作为工业中心内规模最大的两家公司，自至少去年春季起便与内华达州州长办公室就交通问题展开沟通，并同步参与多种解决方案的评估。 在现阶段讨论中，通勤铁路方案仍是主要方向。特斯拉和松下正与当地交通机构合作，资助一项利用现有货运铁路的通勤铁路研究。同时，两家公司也向西 内华达经济发展局提供资金，用于评估包括地下隧道在内的其他选项。前州长基础设施事务主管克里 ...

Core Viewpoint - Elon Musk has decided to phase out the one-time purchase option for Tesla's Full Self-Driving (FSD) by February 14, 2026, favoring a Software as a Service (SaaS) model instead [1]. Pricing and Market Strategy - In the U.S., the one-time purchase price for FSD is $8,000, while the monthly subscription price will decrease to $99, making the subscription equivalent to a purchase over 81 months. In China, the buyout price is approximately 64,000 RMB, with the subscription model expected to lower the barrier for adoption and increase subscription rates [2]. - Reports indicate that FSD has received "partial approval" in China, with full approval anticipated around February or March 2026. The monthly subscription fee in China is projected to be between 499 and 699 RMB [2]. Technological Developments - Tesla's FSD continues to utilize an end-to-end Variational Autoencoder (VA) architecture, with ongoing optimizations. The focus is on user acceptance and engineering improvements, indicating a challenging period ahead for autonomous driving [3]. - Recent advancements in FSD include the development of 3D Gaussian closed-loop simulation capabilities, which are expected to enhance action optimization [2]. Future Outlook - The company is also making strides with its Optimus V3 project, which is anticipated to be a transformative technology, potentially overshadowing Tesla's automotive legacy [3].

President Donald Trump has shown support for the recent trade agreement between Canada and China.Trump Backs Canada–China DealPresident Trump on Friday endorsed the Canada-China trade deal, calling it a "good thing" and saying Canadian Prime Minister Mark Carney should be making such a deal.“If you can get a deal with China, you should do that,” Trump told reporters outside the White House.This comes amid the ongoing economic rivalry between the US and China during Trump’s second term.Deal Lowers Tariffs on ...

Core Viewpoint - The article presents ten major predictions for the Chinese economy in 2025, emphasizing the emergence of a new cycle and era, the global interest rate reduction, the fourth technological revolution, and the importance of adapting to new trends and opportunities in various sectors [2][3][4][5][6][7][8][9][10][11]. Group 1: New Economic Cycle and Global Trends - A new economic cycle and era are emerging, encouraging adaptation to new trends and opportunities [2][3]. - The global economy is entering a new interest rate reduction cycle, with significant implications for monetary policy and economic growth [3][40]. - The return of Trump to the White House (Trump 2.0) is expected to create uncertainties, including inflation and trade tensions, impacting global economic dynamics [3][42][44]. Group 2: Technological Revolution - The fourth technological revolution is underway, with breakthroughs in artificial intelligence, renewable energy, commercial aerospace, low-altitude economy, and biomanufacturing [4][55][57]. - AI is expected to experience explosive growth, with applications in image recognition, humanoid robots, AI assistants, and consumer electronics [6][11]. - The low-altitude economy is gaining traction, with potential applications in logistics and urban management, creating a multi-trillion market [8][59]. Group 3: Economic Policies and Domestic Growth - China is initiating macroeconomic easing to boost confidence and economic growth, focusing on new infrastructure and productivity [5][73]. - The government is implementing policies to stabilize the real estate market and promote consumption, with a focus on enhancing the business environment for private enterprises [78][87]. - The emphasis on new infrastructure includes advancements in new energy systems, digital economy, and artificial intelligence, positioning China for future growth [81][84]. Group 4: Globalization and Market Expansion - Chinese enterprises are shifting from export to global expansion, tapping into larger international markets [6][92]. - The rise of successful Chinese companies in overseas markets, such as SHEIN and TikTok, illustrates the potential for growth beyond domestic borders [96][111]. - Southeast Asia is identified as a key target for Chinese companies due to its growing market and favorable conditions for investment [101]. Group 5: Aging Population and Consumer Trends - The aging population presents opportunities in the silver economy, emphasizing the need for policies to boost birth rates and early childhood development [11]. - Consumer behavior is shifting towards interest-based spending, with cultural consumption and local trends gaining popularity among younger demographics [9][30].

Core Viewpoint - The article emphasizes the importance of practical learning experiences in cutting-edge technology and investment research, highlighting the collaboration between entrepreneurs and top-tier companies to explore new opportunities in emerging industries [12][24]. Schedule Overview - The schedule for 2025 includes visits to leading companies in various sectors such as AI, robotics, and new energy, with specific dates and locations outlined for each event [5][9][10]. - Notable events include visits to companies like Tesla, Google, and various AI and robotics firms, providing participants with firsthand insights into industry trends and innovations [7][8][24]. Learning Experience - The program offers deep exploration into the development of cutting-edge technologies, allowing participants to witness the entire process from laboratory to industrialization [12]. - Participants engage in top-level dialogues with founders and executives, gaining insights into strategic decisions and industry disruption logic [12][24]. Participant Feedback - Feedback from participants highlights the value of the program in enhancing their understanding of macroeconomic trends and investment strategies, as well as fostering connections among entrepreneurs [46][47]. - Participants express appreciation for the practical approach of the program, which combines theoretical knowledge with real-world applications in leading technology firms [42][44].

今日热点导览 TOP 3 大新闻 贾国龙罗永浩被微博禁言，罗永浩朋友圈最新发声 1月15日21时50分许，新黄河记者从罗永浩方面有关人士确认，@罗永浩的十字路口 以及@西贝贾国龙 两个账号均被禁言。微博CEO王高飞"来去之间"发 布微博：以后想论战，应该还是需要通过媒体采访的方式来进行~~"网络名人账号行为负面清单……（八）组织约架论战。因个人争端和利益冲突等原 因，策划或组织网上论战骂战、线下约架，攻击竞争对手，挑起网络戾气，占用公共资源。" 1月16日晚间，贾国龙曾在"西贝人心声"账号发布题为《西贝遭罗永浩污蔑回应（一）》的微博。"我是贾国龙。现在还没到十点。我在这里，做出全面回 应。这是第一篇。因为今天，罗永浩公开回应的最后一句，再一次恶意煽动公共情绪。"贾国龙表示："我首先明确表达，自去年9月10日至今，我本人和 公司所有员工，没有针对罗永浩报过一次警，这些年西贝依法纳税合法经营，从来没搞过任何蝇营狗苟之事。"他还表示，其妻子张丽平报的唯一一次 警，是全家被人肉，连不到五岁的小孙女信息都被挖出来，妻子到香山派出所报警。去年罗永浩制造的网暴期间，全国西贝门店服务员被骂被打被逼下跪 数十次。目前该内容已不 ...

据新华社，报废新能源汽车时必须"车电一体"，每块新能源汽车动力电池都将拥有数字身份证……工业 和信息化部等6部门16日联合发布《新能源汽车废旧动力电池回收和综合利用管理暂行办法》，遵循"全 渠道、全链条、全生命周期"管理思路，自2026年4月1日起施行。 全渠道抓好电池生产、车辆报废、换电运营、维修更换等各类废旧动力电池产生源头的规范管理，管理 办法重点设计"车电一体报废"等制度，明确"报废新能源汽车，动力电池缺失的，应当认定为车辆缺 失，具体办法另行规定"，从而防止出现废旧动力电池流向难以掌握的情况。 聚焦全生命周期加强信息溯源管理，管理办法提出，建立全国新能源汽车动力电池溯源信息平台，建立 新能源汽车动力电池数字身份证管理制度，明确动力电池编码、信息报送等要求，运用数字化技术加强 动力电池流向监测。 与此同时，管理办法对未按要求交售废旧动力电池、不履行回收责任、违反编码和信息报送要求等行 为，设定了责令改正、警告、罚款等行政处罚措施，并明确了行政处罚的实施主体，增强制度的刚性约 束。 广汽集团：传祺BU正式成立 据广汽集团消息，继昊铂埃安BU（Business Unit）组建后，2026年1月16日，传祺 ...

▲马斯克称FSD买断方案将下架 目前，FSD的买断价格在美国市场为8000美元（约合人民币5.6万元），中国市场则为6.4万人民币。 取消价格更高的买断制，或许可以提升FSD的选购比例。 作者 | Janson 编辑 | 志豪 车东西1月14日消息，就在刚刚，马斯克在社交平台正式宣布，特斯拉智能辅助驾驶FSD的一次性永久买断方案将于2026年2月14日正式下架。 尽管在2025年上半年，特斯拉曾向部分搭载HW4硬件的中国车主小范围推送过FSD，但随后便没有进一步动作了。截至目前，国内车主依然无法接收到 FSD的后续版本更新。 关于FSD进入中国市场的公开信息，马斯克曾在2025年11月的股东会上称，"我们已在中国落地部分FSD功能，希望FSD完整版或能在明年二月或三月左右 进入中国。" ...

更为引人关注的是，马斯克的律师对13D规则提出宪法层面的挑战。他们指出，只有在投资者被认定 为"寻求公司控制权"时，才需在更短期限内披露持股信息，而被视为被动投资者者则拥有更宽松的申报 时限。这一区分被认为侵犯了美国宪法第一修正案，因为它"基于投资者的思想内容和主观意图强制其 进行信息披露"。 此外，律师团队还进一步指出，在美国最高法院近年来裁定总统有权罢免部分独立监管机构负责人的背 景下，SEC长期以来自认为"独立运作"的治理结构本身已不具备宪法基础。因此，在这种"受保护"的旧 制度下启动的执法案件，理应被整体驳回。至少，马斯克方面认为，在法院作出裁决前，他应有权就 SEC长达三年的调查过程对监管机构进行质询。 SEC发言人则拒绝就马斯克提出的违宪主张发表评论。 自20世纪60年代以来，美国证券法规定，若投资者持有一家上市公司超过5%的股份，且存在收购或控 制意图，必须在规定期限内向监管机构披露相关信息。每年，美国证券交易委员会(SEC)都会收到成千 上万份此类申报文件。 然而，特斯拉(TSLA.US)CEO马斯克的律师团队却对这一制度提出了根本性质疑。根据周三提交至华盛 顿特区联邦法院的一份法律备忘录，马 ...

Market Overview - The S&P 500 has increased by 17% over the past year and 2.5% over the past month, currently surpassing the 6,950 mark with 7,300 as a potential target [1] - A rotation is occurring in the market, with mega-cap tech stocks cooling while overall breadth improves, indicating a shift towards more diverse growth across small caps and energy stocks [2] - Despite modest upside forecasts for the S&P 500 in 2026, rising valuation metrics and ongoing volatility may lead to selective trimming of positions [2][3] Company-Specific Insights Tesla (TSLA) - Tesla shares are currently trading at $440, down approximately 9% over the last month, facing rising price pressures and increased competition, particularly from BYD in China [4] - Deliveries fell by about 8.6% year-over-year, and the Cybertruck is underperforming in sales volume [4] - Major fund managers, including ARK Innovation ETF, are reducing their Tesla holdings, indicating a lack of confidence in the stock's future performance [4] GE HealthCare Technologies (GEHC) - GE HealthCare Technologies is trading at $82 per share, with sales in China declining by approximately 11% and 18% year-over-year in the first and second quarters of 2024, respectively [6] - The company has been downgraded by UBS due to competitive pressures and risks from rising generics that are not fully priced in [6] - Despite a steady dividend payout of 0.18%, the stock faces limited upside and increased competition in the medical technology market [8] UnitedHealth (UNH) - UnitedHealth shares are trading at less than $340, down 34% over the past year, primarily due to rising medical costs and a significant drop in Medicaid margins projected to decline from -0.1% in 2025 to -1.8% in 2026 [9] - The company has faced management challenges, including curbing earnings guidance and scrutiny over diagnosis practices, leading to increased uncertainty [10] - Analysts suggest selling UNH shares until clearer visibility on its performance emerges [10]