据多家媒体29日报道，美国企业家埃隆·马斯克正考虑整合旗下资产，从而推进太空算力布局。 据知情人士向美国彭博新闻社披露，马斯克正考虑合并太空探索技术公司(SpaceX)和他旗下人工智能企 业xAI公司的可能性，或是合并太空探索技术公司和特斯拉公司。 （文章来源：新华社） 报道称，马斯克在太空部署人工智能数据中心的设想将可能通过上述不同路径实现。如果工程技术允 许，其中一个方向是，太空探索技术公司在轨数据中心将为xAI输送庞大算力。另一个方向是，特斯拉 制造储能系统的能力，将可帮助太空探索技术公司在太空利用太阳能运行这些数据中心。 知情人士说，马斯克尚未作出最终决定，细节可能会变化，相关公司也可能保持独立。马斯克还探讨了 使用太空探索技术公司新一代重型运载火箭"星舰"将特斯拉"擎天柱"机器人运送到月球和火星。 路透社当天率先报道太空探索技术公司可能与xAI合并一事。据一名知情人士披露，两家企业可能换 股。 据彭博社报道，太空探索技术公司正考虑6月首次公开募股(IPO)，募集多达500亿美元。 ...

Group 1 - Elon Musk has indicated that the development of an AI-first smartphone is a possibility, suggesting it would differ significantly from current devices and focus on optimizing performance for neural networks [2][3] - Musk's comments reflect his belief that traditional smartphones are approaching obsolescence, hinting at a future where such devices may no longer be relevant [3] - Despite the interest in creating a phone, Musk expressed reluctance, stating that the idea of making a phone is daunting and undesirable, describing it as a massive undertaking [4] Group 2 - SpaceX is reportedly considering a merger with xAI and Tesla, as it prepares for a potential IPO, which could be one of the largest in history, targeting a valuation of approximately $1.5 trillion [5]

特斯拉开发的无人驾驶出租车CyberCab和机器人"擎天柱"（REUTERS） 特斯拉将分阶段结束"Model S"和"Model X"的生产，相关工厂26年底开始生产人形机器 人"擎天柱"。马斯克表示："特斯拉在人形机器人领域最强大的竞争对手来自中国"…… 美国特斯拉已开始从纯电动汽车（EV）制造商向人工智能（AI）企业转型。该公司将退出高 端纯电动汽车的生产和销售业务，把工厂的生产品类改为人形机器人。还将与首席执行官 （CEO）埃隆·马斯克创立的新兴AI企业加深合作，谋求二次创业。 "我们将为宏伟的未来进行大规模投资。今年将迈出第一步"，当地时间1月28日，马斯克在出 席2025年10~12月财报说明会时宣布特斯拉将进行创立以来首次业务转型。 马斯克 这一决策的象征性举措是退出高端纯电动汽车业务。特斯拉将分阶段结束轿车"Model S"和 SUV"Model X"两款车型的生产。这两款车型的价格为9.5万美元左右起。与主力车 型"Model Y"相比，销量处于下滑状态。 Model S是特斯拉在售车型中历史最长的产品。马斯克表示："虽然有些舍不得，但全面迈向 自动驾驶未来的时刻已经来临"。该公司已于202 ...

Core Viewpoint - Tesla's recent financial report highlights a shift in focus from traditional automotive manufacturing to a broader strategy encompassing autonomous driving, robotics, and energy solutions [3][4]. Financial Performance - In Q4 2025, Tesla reported revenues of $94.827 billion and a net profit of $3.794 billion, representing year-over-year declines of 2.93% and 46.50% respectively [3]. - The company delivered approximately 1.636 million electric vehicles (EVs) globally, with a production of about 1.655 million EVs, marking a record high in the Asia-Pacific market [3]. Business Developments - Tesla's Shanghai Gigafactory delivered 851,000 EVs in 2025, accounting for 52% of total global deliveries [3]. - The company achieved a record energy storage installation of 46.7 GWh, a year-over-year increase of 48.7% [3]. - Plans for the Shanghai Super Energy Factory include an annual production capacity of 10,000 Megapacks, with 2,000 units already produced by the end of 2025 [3]. Strategic Shift - CEO Elon Musk indicated a strategic pivot towards AI and robotics, aiming to create a "prosperous world" rather than merely increasing vehicle sales [4]. - Tesla's capital expenditure for 2026 is projected to exceed $20 billion, with significant investments in transforming production lines for humanoid robots and enhancing AI training capabilities [4]. Energy Initiatives - Tesla aims to achieve 100 GW of solar panel production capacity, which will support AI data centers and enhance grid capacity through solar and storage systems [6]. - The company plans to start production of Megapack 3 and Megablock at its Houston energy factory in 2026 [5]. Market Reactions - Following Tesla's strategic announcements and investment plans, some investment banks have expressed caution, with Morgan Stanley and Goldman Sachs lowering their target prices for Tesla shares [6].

马斯克对人形机器人寄予厚望。 据此前报道，当地时间1月22日，马斯克在达沃斯世界经济论坛上透露，人形机器人擎天柱（Optimus） 预计将于明年年底向公众发售。 据央视新闻消息，当地时间1月28日，特斯拉首席执行官埃隆·马斯克出席公司2025年四季度及全年财报 发布电话会议。 在被问及如何看待特斯拉人形机器人在全球范围内面对的竞争时，马斯克说："我确实认为，迄今为止 特斯拉人形机器人最大的竞争对手来自中国。中国非常擅长扩大制造业规模，同时擅长运用人工智能技 术，并处在持续进步的进程中，因此绝对是特斯拉最强劲的竞争对手。" "我们没有看到任何来自中国以外的强力竞争对手，和中国的竞争绝对是一场硬仗。任何人都不要低估 中国，中国是极具潜力和更高层级的对手。" 在达沃斯，马斯克对比了中美AI发展。 他表示，美国人工智能（AI）技术的发展正面临电力供应不足这一关键制约因素，而中国早已处理好 这个问题。马斯克警告称，由于缺电，美国可能很快会出现芯片产量过剩却无法开启使用的尴尬局面。 他认为，中国在电力产能方面已明显领先美国，尤其是在太阳能发电领域。"中国的电力增长非常迅 猛……实际上，太阳能是中国的大产业……不幸的是，在 ...

图片来源：Tesla Optimus 马斯克的机器人泡沫终于破了。 在特斯拉 2025 年第四季度财报电话会议上，马斯克承认，目前并没有任何一台 Optimus 人形机器人，在特斯拉工厂里真正承担「有用的工作」—— Optimus 仍处在研发和学习阶段，更多是在为未来版本积累数据，而非作为生产力投入使用。 说实话，雷科技对 Optimus 只负责「摸鱼」并不意外，毕竟我一直认为「人形机器人不适合大型工业生产」。但马斯克亲口承认「Optimus 并未投入实际生 产」，在我看来确实有些意料之外： 毕竟在过去两年里，马斯克一直不遗余力地为 Optimus 站台：无论在特斯拉的 X 账号这种轻松环境还是股东大会这种严肃场景中，马斯克给人的印象都是 Optimus 已经就绪，明天就能「进厂打工」。 但更重要的问题是，就连特斯拉这种最激进、资源最充足、工程能力最强的公司都尚未跑通人形机器人的产品链路，人形机器人行业究竟卡在了哪一步？ 人形机器人概念遇到了什么问题？ 如果只从技术指标来看，人形机器人并没有「停滞」。从最早的波士顿动力到如今的百家争鸣，人形机器人的运动控制能力，感知能力，手部自由度和精细 操作能力一直在飞速进 ...

特斯拉正在从电动车制造商向物理AI领军企业转型，但这一战略转向需要大规模资本支出。2026年特斯拉资本开支预计超过 200亿美元，远超市场此前110亿美元的预期。巨大的资本开支使得现金流恶化，影响特斯拉当下估值。 据追风交易台，摩根士丹利1月29日发布报告，将特斯拉目标价从425美元下调至415美元，维持"持股观望"评级。这一调整背 后是对特斯拉未来巨大资本开支的担忧。 摩根士丹利预计特斯拉2026年将面临高达81亿美元现金消耗，2026年调整后EBITDA预期下降5%，运营费用占销售额比例从 13%升至14.5%。 战略转型加速:从电动车到物理AI的全面布局 特斯拉CEO马斯克在财报电话会议上宣布了多项重大战略决策，最引人注目的是将在下个季度停止Model X和S的生产。 大摩指出，虽然这两款车型合计仅占2025年总销量的不到2%，但由于其更高的价格定位，对毛利润的贡献比例更大。 同时报告指出，Model X/S车型的停产虽然象征着战略转型，但可能导致产品组合恶化，因为这些高价车型贡献了更高的毛 利率。 短期内，估值扩张空间受限，但长期来看，在自动驾驶、机器人和能源领域的投资将巩固特斯拉的领导地位。 财务预 ...

Market Reactions - The CEO of Indonesia's stock market, Imam Rachman, resigned, leading to a 1.2% gain in Jakarta's benchmark index, which had previously been at all-time highs but fell 7.4% on Wednesday and 1.1% on Thursday due to MSCI's warning about market risks [1][14] - The Hang Seng index in Hong Kong dropped 1.8% to 27,455.13, while the Shanghai Composite index slipped 0.9% to 4,122.61 [1][14] - Tokyo's Nikkei 225 fell 0.1% to 53,322.85, with declines in artificial intelligence-related stocks, including a 4.5% drop for Advantest and a 1.7% drop for Disco Corp [4][14] - South Korea's Kospi edged up 0.1% to 5,224.36 after initial talks with U.S. Commerce Secretary Howard Lutnick did not yield an agreement [4][14] U.S. Stock Market Performance - U.S. stocks experienced modest movements, with the S&P 500 slipping 0.1% after reaching record highs earlier in the day and dropping by as much as 1.5% [5][14] - Microsoft saw a significant decline of 10%, marking its worst day since the COVID crash in 2020, despite reporting stronger-than-expected profits and revenue [5][14] - Tesla's stock fell 3.5%, delivering a profit that exceeded analyst expectations but was lower than the previous year [6][14] Precious Metals and Currency Trends - Gold prices decreased by 2.8% to $5,205 per ounce after briefly reaching near $5,600, having nearly doubled over the last 12 months [7][14] - Silver prices declined 4.1% to nearly $110.41, following a significant upward trend [7][14] - The U.S. dollar traded at 153.85 Japanese yen, up from 152.97 yen, while the euro slipped to $1.1921 from $1.1967 [9][14] Oil Market Dynamics - Oil prices fell after a previous increase of over 3% due to concerns about U.S.-Iran tensions affecting crude flow [10][14] - U.S. benchmark crude oil lost $1.07 to $64.35 per barrel, while Brent crude dropped $1.10 to $68.49 per barrel [11][14]

Core Viewpoint - First Solar's stock experienced a significant decline of 10.2% following a downgrade by BMO Capital Markets, which changed its rating from "Outperform" to "Market Perform" and reduced the target price from $285 to $263 due to potential competitive threats from new domestic solar manufacturing capacity [1] Group 1 - BMO analyst Amit Takhar highlighted that Elon Musk's recent comments about potentially building a large vertically integrated solar component manufacturing facility could lead to increased competition for First Solar [1] - The stock continued to decline in after-hours trading, dropping an additional 2.7% [1] - Takhar noted that while the timeline and scale of Tesla's planned 100 GW manufacturing capacity remain uncertain, even a portion of this capacity being available to third parties could negatively impact long-term component pricing for First Solar [1]

Investor Michael Burry of "The Big Short" fame has called Tesla Inc. (NASDAQ:TSLA) and SpaceX CEO Elon Musk a futurist amid talks of mergers between Musk's various companies.An American Treasure"Elon is an American treasure," Burry wrote in a post on the social media platform X on Thursday. He then added that despite this, the billionaire was also a "desperately incentivized futurist even earlier than me," taking a jibe at the reported merger plans between SpaceX, Tesla and xAI.SpaceX, Tesla MergerThe comme ...