2月5日，特斯拉发文称，特斯拉 人形机器人将能够在任何宜居星球上独立建立文明。 ...

2月5日，特斯拉发文称，特斯拉人形机器人将能够在任何宜居星球上独立建立文明。 责任编辑：李昂 责任编辑：李昂 2月5日，特斯拉发文称，特斯拉人形机器人将能够在任何宜居星球上独立建立文明。 ...

Tesla Inc.'s (NASDAQ:TSLA) Engineering VP, Lars Moravy, has urged the U.S. Senate Commerce Committee, led by Sen. Ted Cruz (R-TX), to establish a federal framework for autonomous vehicles in the U.S.Federal FrameworkIn his opening remarks to the committee on Wednesday, Moravy urged the need for a federal framework for AVs in the U.S. "At Tesla, we believe autonomous vehicles are the future," Moravy said, adding that the vehicles presented an opportunity to improve safety and accessibility.He shared that Tes ...

"人类之光"熄灭了？ 封面 I 新闻媒体 作者I 李东阳 报道 I 李东阳朋友圈 越扒越深的爱泼斯坦案，成了美国精英阶层心头的一根刺。 这世界就是个巨大的草台班子！ 最近有关马斯克的新闻，分野成了两幅场景，一是SpaceX与xAI合并使马斯克的财富增加了840亿美元，成为史上首位身价突破8000亿美元的富豪，"人类 之光"的头衔愈发结实； 二是各类性丑闻让马斯克苦不堪言，尤其爱泼斯坦案，目前已成为全球互联网的焦点话题，在那些海量的犯罪事实资料里，发现有爱泼斯坦与马斯克的往 来邮件。 后者立刻给予了否认，且表示"没有人比我更努力推动全面公开爱泼斯坦案文件、并追究那些虐待儿童者的法律责任。我很清楚，这样做必然会招致传统 媒体、极左翼宣传者以及那些真正有罪的人的反击。" 一波未平一波又起，马斯克还被法国方面传唤，要求回答涉及到X或其高管涉嫌滥用算法和欺诈性数据提取等问题。 西班牙首相桑切斯还表示，将出台一系列措施禁止16岁以下青少年使用社交平台，以保护他们免受"色情内容"和"暴力信息"的侵害时，马斯克终于被激 怒，直接喊话前者是"彻头彻尾的法西斯主义者"。 硅谷钢铁侠毕竟是肉身之躯，马斯克能否扛过诸多拷问是个问号， ...

Samuel Tremblett pleaded with a 911 operator to be rescued from his burning Tesla Inc. Model Y SUV after a crash in October: “I can’t get out, please help me.”The transcript of the 20-year-old’s emergency call was included in a lawsuit filed Wednesday, the latest to allege that a driver or passenger died after they were unable to open the electrically powered doors on their Tesla vehicle after a crash. “It’s on fire. Help please,” Tremblett said, according to the lawsuit. “I am going to die.”Details of the ...

凤凰网科技讯 2月5日，特斯拉公司副总裁陶琳发文表示，2025年，上海超级工厂交付量达到了特斯拉全球交付量的一半以 上，储能超级工厂的产能也开始供应海内外多个市场，这离不开所有人的共同拼搏。 官方此前披露的数据显示，特斯拉2025年全年产量1654667辆，交付量1636129辆，储能部署46.7GWh。 据了解，上海工厂在特斯拉全球布局中占据重要地位，2024年该工厂交付量就已达91.6万辆，占特斯拉全球交付量的一半。 此前，智通财经统计的数据显示，特斯拉2025年全球范围内共计交付约163.6万台电动车，其中上海超级工厂交付85.1万 台，占全球总交付量的52%，依旧是特斯拉全球最大的出口中心。 来源：凤凰网科技 ...

Group 1 - Elon Musk has become the world's first billionaire with a net worth exceeding $800 billion while facing scrutiny over past communications with Jeffrey Epstein [1] - Musk's companies, SpaceX and Tesla, are reportedly expanding their business by sourcing materials in China, particularly in the booming sector of space photovoltaics [3][16] - The core challenge for Musk's ambitious plans, including sending humans to Mars and establishing a satellite network, is the need for reliable energy sources in space, which solar energy can provide [5] Group 2 - Musk has announced a goal to achieve 100 gigawatts of solar energy capacity within three years, equivalent to the output of several large nuclear power plants, to power AI data centers and future extraterrestrial bases [7] - The merger of Musk's AI company xAI with SpaceX has resulted in a valuation exceeding $1 trillion, aimed at addressing the energy demands of AI operations in space [7] - The production of "space-grade" solar cells is limited, and the most viable manufacturing capabilities are found in China, which has a complete and efficient solar industry supply chain [9][13] Group 3 - Chinese companies are leading in the production of advanced solar technologies, such as heterojunction (HJT) and perovskite solar cells, which are essential for space applications due to their high efficiency and durability [11] - The U.S. lacks the manufacturing capacity to meet Musk's ambitious solar energy production goals, making reliance on Chinese manufacturing necessary for the success of his space photovoltaic plans [13][15] - Chinese solar firms are not only focused on terrestrial applications but are also proactively developing technologies for space photovoltaics, aligning with SpaceX's requirements [15][16]

Sector Overview - The chip sector is experiencing remarkable earnings growth and guidance, with companies like Coherent and Lamb Research struggling to meet high demand due to capacity constraints [1][2] - There is a notable pivot from Software as a Service (SaaS) companies towards hardware and power infrastructure stories, indicating a shift in investment focus [5][6] Company Insights - Companies like Broadcom and Nvidia are highlighted as strong performers, with Nvidia being central to AI and robotics advancements [3][20] - Tesla is viewed as a transformative company with potential catalysts in full self-driving AI and robotics, alongside its space initiatives [10][12] - The anticipated SpaceX IPO is expected to renew interest in Tesla and its leadership in AI and self-driving technology [14] Market Dynamics - The memory chip sector is considered cyclical and less favorable for investment, while other chip names are seen as more stable [3] - The demand for chips continues to outpace supply, with companies unable to fulfill orders, indicating a strong market position for leading firms [2][20] - The competitive landscape is evolving, with companies like Nvidia and AMD gaining significant market share, reflecting the importance of strong management in navigating market challenges [21][22]

温馨提示 ： 点击下方图片，查看运营团队最新原创报告（共260页） 说明： 欢迎约稿、刊例合作、行业交流 ， 行业交流记得先加入 "机器人头条"知识星球 ，后添加（ 微信号：lietou100w ）微 信； 若有侵权、改稿请联系编辑运营（微信：li_sir_2020）； —— 正文： 2月开局，T链们走势已超预期，核心T链标的越发明朗，静待Optimus V3亮相！ 昨日（2月4日），马斯克在X平台再发文" Optimus will be the biggest product ever "（Optimus将是有史以 来最伟大的产品） 预期之内，该发文未为T链标的们带来一波（短暂）上行行情，核心原因是：1）主要原因是内容不够硬核，毕竟 马斯克已多次发布类似观点；2）另一则原因则是昨日科技股整体下行，T链已算抗跌板块之一。 若该推文配上Optimus V3图片，肯定会有不一样的效果，市场显然需要更确定性利好，如特斯拉官微于周一（2 月2日）发文" 第三代特斯拉人形机器人即将亮相"，最终T链们迎来一波逆市上行 且部分标的走出独立行情 。 其实这已经是马斯克本月第二次为Optimus打call，持续为V3发布造势， ...

IT之家 2 月 5 日消息，今天午间，特斯拉公司副总裁陶琳通过微博宣布，2025 年，上海超级工厂交付量达到了特斯拉全球交付量的一半以上，储能超级工 厂的产能也开始供应海内外多个市场，这离不开所有人的共同拼搏。 官方此前披露的数据显示，特斯拉 2025 年全年产量 1654667 辆，交付量 1636129 辆，储能部署 46.7GWh。 据IT之家了解，上海工厂在特斯拉全球布局中占据重要地位，2024 年该工厂交付量就已达 91.6 万辆，占特斯拉全球交付量的一半。此前，智通财经统计的 数据显示，特斯拉 2025 年全球范围内共计交付约 163.6 万台电动车，其中上海超级工厂交付 85.1 万台，占全球总交付量的 52%，依旧是特斯拉全球最大的 出口中心。 ...