Grok* ...

Exciting things ahead for $tslaElon Musk (@elonmusk):@Gfilche Major valuation change when there is unsupervised self-driving at scale and an even larger valuation change when Optimus reaches volume production ...

以下文章来源于科创板日报 ，作者马兰 虽然马斯克对两家公司的芯片技术都给予了肯定，但他对芯片业内的速度标准却不以为然。 马斯克强调，从台积电和三星的角度来看，他们的速度或许快如闪电，但这对特斯拉来说是一个限制因素。特斯拉想要以自己的速度实现规 模化生产，唯一的办法可能就是建造一座规模庞大的晶圆厂，否则Optimus机器人和自动驾驶汽车的产量将受制于人工智能芯片的供应量。 科创板日报 . 专注科创板和科技创新，上海报业集团主管主办，界面财联社出品。 今年早些时候，特斯拉宣布与三星及台积电合作建立芯片供应体系，以确保特斯拉的机器人及自动驾驶业务可以领先市场。但特斯拉首席执 行官马斯克对这一安排似乎仍不满意。 马斯克指出， 鉴于全自动驾驶将变得更加普及，特斯拉的芯片需求将大幅增长。 他估计，特斯拉每年将需要高达1000亿至2000亿颗人工 智能芯片，并直言台积电和三星等供应商无法满足这一需求。 他补充称， 三星和台积电向他表示，从破土动工到建成一座新的芯片工厂需要大概五年的时间，而这让他感觉像是陷入了无尽的等待 ，因 为他预期在一两年内就完成这项任务。 因此，马斯克再次提及自建特斯拉芯片工厂的可能性， 这也是他第三 ...

BREAKING: Grok 4.1 takes the top spot in the Emotional Intelligence Benchmark! 🧠✨https://t.co/uDiiPPGRbs ...

#马斯克第3次公开提及自建芯片厂# ...

RIP to the competition. Grok 4.1 just dropped. https://t.co/FB3u2CRnyD ...

RT Tesla Owners Silicon Valley (@teslaownersSV)Grok Imagine brings the future to reality.Grok Imagine is the fastest video producer.Download the Grok app and try it. https://t.co/Bwp52He2eA ...

RT Tesla Owners Silicon Valley (@teslaownersSV)Holy crap Grok 4.1 Imagine is insane https://t.co/FM1K2urxzA ...

Investment Strategy Overview - The mechanical sector has shown strong performance in 2025, with a 32% increase, outperforming the Shanghai Composite Index by 14 percentage points [3][11] - The 14th Five-Year Plan emphasizes "value reversal" and "technology empowerment" as the main themes for 2026, focusing on original innovation and breakthroughs in key technologies [4] Emerging Industries - Robotics is expected to accelerate commercialization in 2026, with attention on Tesla's humanoid robot product iterations and changes in the domestic supply chain [5][27] - Unmanned logistics is gaining traction globally, driven by reduced labor costs and improved economic efficiency, positioning it as a key player in manufacturing upgrades [5][38] - The low-altitude economy is being supported by government initiatives, with a focus on logistics and emergency rescue applications [42][43] Economic Drivers - The PCB industry is experiencing increased demand for drilling equipment due to the expansion of AI PCB production [50] - The tool industry is seeing a cyclical price transmission, with a notable recovery expected in Q3 2025 [66] - The lithium battery sector is witnessing explosive growth in demand, with global shipments projected to reach 5,127 GWh by 2030 [69] - The gas turbine market is experiencing significant demand growth, driven by AI infrastructure expansion [79] Equipment Updates - The engineering machinery sector is seeing unexpected growth in excavator sales, with a 7.77% year-on-year increase in October 2025 [88] - The railway investment is entering a critical phase, with fixed asset investments expected to reach historical highs in 2025 [99] Key Companies - Notable companies in the robotics sector include Tesla, Huawei, and various startups like UBTECH and Figure AI, which are rapidly advancing their product offerings [30][31] - In the PCB equipment market, companies like Dazhu CNC and Ding Tai High-Tech are maintaining strong market positions with significant revenue growth [51][54] - The gas turbine supply chain includes major players like Mitsubishi Heavy Industries and Siemens Energy, with a focus on domestic component replacement [79]

Core Insights - Elon Musk criticized Jeff Bezos's new startup, Project Prometheus, labeling him a "copycat" in a social media post, highlighting the competitive nature between their companies [2][3] Group 1: Project Prometheus - Project Prometheus is Jeff Bezos's latest venture focused on developing AI tools for various sectors including automotive, space, and robotics, with reported funding of $6.2 billion [3] - The startup has attracted talent from major tech companies, including Meta Platforms and OpenAI, indicating a strong recruitment strategy [3] Group 2: Competitive Landscape - Musk and Bezos are direct competitors, with Musk's SpaceX and Bezos's Blue Origin both operating in the aerospace sector, and Project Prometheus potentially competing with Musk's xAI [2] - Bezos's backing of Slate Auto, which aims to launch an affordable electric vehicle pickup truck, positions it as a competitor to Tesla [2] Group 3: Tesla's Position - Musk defended Tesla against criticism regarding its AI spending, stating that the company has not prioritized spending in AI training for Full Self-Driving (FSD) as it was not a limiting factor [6] - Tesla's stock showed positive momentum, with a 1.13% increase to $408.92 at the end of the regular trading session and a further 0.30% rise in after-hours trading [6]