Core Viewpoint - Investors are shifting their focus from technology and large-cap stocks to sectors benefiting from AI-driven investments, leading to a rotation in market dynamics [1][2]. Sector Performance - Technology (XLK) and Consumer Discretionary (XLY) sectors remain negative year-to-date, while Financials (XLF) also show a decline [1]. - Energy stocks (XLE) have increased by 22% since the beginning of the year, driven by rising oil prices and demand, with Chevron (CVX) and ExxonMobil (XOM) shares up 20% and 22% respectively [2]. - Materials (XLB) and Industrial stocks (XLI) have risen by 15% and 14% respectively, attributed to AI infrastructure buildouts and reshoring trends [3]. - Defensive sectors like Consumer Staples (XLP) are gaining traction, with Walmart (WMT) reaching an all-time high [3]. Market Dynamics - The current market rotation is intensified by volatility, with portfolio rebalancing occurring as investors move from overvalued sectors to more stable areas [4]. - The Tech-Software Sector ETF (IGV) has seen a decline of 23% year-to-date due to fears surrounding AI's impact on traditional enterprise software roles [5]. - Cybersecurity firms have also faced declines, with shares of CrowdStrike (CRWD), Zscaler (ZS), and Cloudflare (NET) dropping significantly following new AI security tool announcements [6]. Economic Outlook - Profit growth and potential interest rate cuts by the Federal Reserve are expected to support a broadening stock market, with predictions of two to three rate cuts in 2026 [7]. - UBS strategists anticipate healthy profit growth across sectors, supported by a resilient US economy and ongoing easing cycles [7].

就在这两天，整个汽车圈又被特斯拉的一条实测视频给刷屏了。 特斯拉的官方账号在欧洲、中东和非洲发了一段"路考"大片，把大家都看愣了。 紧接着，马斯克本人在社交媒体上轻飘飘地转发并确认了一句话："特斯拉自动驾驶系统现在可以识别手势信号。" 这话说得云淡风轻，但懂的都懂，这玩意儿对于自动驾驶来说，绝对是里程碑式的跨越 。 这次流出的实测视频，地点选在了以狭窄著称的荷兰老城区街道。画面里，一辆特斯拉正小心翼翼地挪动，两边停满了车，只留下一条勉强能过的缝隙。 这时候，关键人物登场了，一个站在路中间的人对着车指挥，令人震惊的一幕发生了：这辆特斯拉竟然真的能识别手势，缓缓地往前蠕动。 开到一半，可能觉得右边的后视镜快蹭到路边停着的黑车了，车子犹豫了，停了下来。 这时候，指挥的人非常人性化地走过去，把黑车的后视镜掰了进去，然后再次对着特斯拉做了一个"往前开"的手势。特斯拉瞬间"心领神会"，稳稳当当地挤 了过去 。 这种能力，不再是冷冰冰的机器在识别红绿灯和车道线，而是算法开始尝试理解人类的"社会规则"和肢体语言。 为什么以前的车做不到这一点？传统的辅助驾驶，全靠工程师一行一行代码写出来的规则，比如"红灯停、绿灯行"。 但对于 ...

Group 1 - Tesla, Inc. (NASDAQ:TSLA) is recognized as one of the 10 Best Stocks to Buy in 2026 according to Reddit [1] - As of February 19, 2026, 42% of 54 analysts covering Tesla assigned a Buy rating, with a consensus 1-year median price target of $480, indicating a 17% upside potential [2] - Gordon Johnson from GLJ Research maintains a Sell rating with a price target of $25.28, while Barclays analyst Dan Levy holds a Hold rating with a price target of $360 [2] Group 2 - Five new collisions involving Tesla's "Robotaxi" fleet were reported, increasing the total number of crashes to 14 since June 2025 [3] - Tesla aims to expand its autonomous ride-hailing operations to seven additional U.S. metropolitan areas before the first half of 2026 [3] - Tesla, founded in 2003, is a leader in electric vehicles, battery energy storage, and solar solutions, currently scaling AI-driven robotics and autonomous transport [4]

Core Viewpoint - Tesla is not retreating from the electric vehicle (EV) market but is instead leading it, maintaining its long-held aspirations despite challenges faced by other automakers [1][5]. Investment and Strategy - Tesla has committed to a significant $20 billion capital spending program, which includes investments in a lithium refinery in Texas, a lithium iron phosphate (LFP) battery factory in Nevada, and the Gigafactory in Texas for Cybercab production [4]. - These investments are aimed at supporting Tesla's vision for the future of the EV market, which aligns with the ambitions that many legacy automakers once promised [5]. Industry Context - Legacy automakers have struggled with their robotaxi developments, with companies like Ford and General Motors backing off from their initial plans, indicating a shift in their strategies due to weak sales performance [6][9]. - The failures of legacy automakers in the EV market are highlighted by significant financial writedowns, such as $19.5 billion at Ford and $27 billion at Stellantis, while Tesla holds a 46% share of the U.S. EV market compared to GM's 13% [9]. Tesla's Focus - Tesla's strategy differs from that of legacy automakers, as it aims to build out its robotaxi business, including the Cybercab, while also introducing lower-cost variants of its Model Y and Model 3 [12]. - The company's consistent focus on the EV market and its robotaxi ambitions reflects a belief in the potential of the sector, contrasting with the reset strategies of its competitors [13].

特斯拉CEO埃隆·马斯克随后转发该视频并确认了这一进展。据相关报道，最新的FSD v14.2版本通过进一 步优化神经网络，使AI能够更精准地识别手势信号，标志着特斯拉在提升人车交互与复杂路况应对能力上 迈出新一步。 【太平洋科技快讯】2月22日消息，特斯拉自动驾驶迎来重要升级，系统支持识别人类手势信号。特斯拉 社交媒体官方账号@teslaeurope发布的最新测试视频显示，一辆搭载FSD Supervised系统的测试车在荷兰狭 窄道路上，能实时捕捉并解析前方人员手势信号，并执行前进或停车等操作，展现了其接近人类驾驶员的 判断力。 ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

也就是说，一款被特斯拉宣传为"Robotaxi"的服务，需要两层人工监管。 特斯拉在文件开篇便提及 2025 年 12 月 20 日旧金山停电事件。停电期间，Waymo 自动驾驶车辆开始频繁向远程协助团队请求确认，以判断能否安全通过无 信号路口。请求量瞬间过载，导致多辆 Waymo 车停在车道与路口无法动弹。 特斯拉称，自家搭载辅助驾驶系统的 TCP 车辆"未受停电影响，当日所有订单均正常完成，无中断"。原因显而易见：特斯拉车上有人类司机，可像普通司 机一样通过无灯路口。 在这份最新提交给 CPUC 的文件中，特斯拉多达六次将湾区"Robotaxi"的方向盘后人员直接称为"司机（drivers）"。 IT之家 2 月 22 日消息，据 Electrek 报道，特斯拉向加州公用事业委员会（CPUC）提交了最新意见，相当于变相承认：其号称的"无人驾驶出租车 （Robotaxi）"服务，运行时仍离不开车内人类驾驶员与本土远程操作员。特斯拉并未淡化这些人工依赖，反而将其作为卖点，宣称这种多层人工监管模 式，比 Waymo 的完全无人驾驶系统更可靠，并以 2025 年 12 月旧金山大面积停电事件作为佐证。 这份文件于 ...

在特斯拉门店， 全家出动看新车的场景很常见 本报记者 叶薇 摄 记者在智己汽车大年初二推出的直播间看到，销售人员针对春节家庭出行、返乡长途驾驶等核心场景， 讲解智己LS9的安全配置、智能辅助驾驶系统与续航表现，击中消费者春节出行的用车痛点，从金融方 案、车辆配置到售后保障，实时解答消费者疑问。 多家车企表示，春节期间是家庭用户集中看车选车的好时机，重心从"催单落地"转为全家"种草"，把春 节视为锁定家庭用户长期意向的关键节点。一名销售表示，春节期间到店的家庭用户，决策链条更长、 考量维度更全，"此时过度推销会适得其反，我们更愿意花时间陪他们体验空间、讲解政策"。 在静安区大宁国际广场的长城汽车展厅，一对夫妻带着父母一起体验大六座的家用SUV魏牌全新蓝山， 门店也重点展示了三排大空间、儿童安全座椅安装、后排娱乐功能等。销售人员化身"家庭出行顾问"， 帮家庭算好用车账、金融账。 金融政策再度"加码" "上海的特斯拉车主春节返乡需求特别集中，节前车辆检测的预约排得满满当当。"特斯拉一线工作人员 党先生在接受采访时表示，针对春运长途出行，重点加强了服务保障：线下为返乡车主提供车辆检测， 聚焦电池、轮胎等核心部件；线上 ...

据 Teslaoracle 报道，最新 FSD v14.2 子版本官方发布说明显示，特斯拉对神经网络进行了进一步优化，其 AI 系统现在能更精准地识别人类手势。 IT之家 2 月 22 日消息，今日特斯拉官方社交媒体账号 @teslaeurope 发布最新测试视频，展示其 FSD Supervised 系统在欧洲道路环境下的技术进展。 IT之家注意到，视频内容显示，测试车辆在荷兰境内狭窄车道行驶过程中，系统能够实时捕捉并解析前方人员的手势指令，据此执行前进或停车等操作，展 现出接近人类驾驶员的判断能力。 特斯拉首席执行官埃隆 · 马斯克随后通过个人社交账号转发该视频，并确认："特斯拉自动驾驶系统现在可以识别手势信号。" 本次升级优化了神经网络视觉编码器，利用更高分辨率的特征信息，进一步提升了对紧急车辆、道路障碍物及人类手势等场景的处理能力。 一位特斯拉车主对 FSD v14.2.1 进行了场景测试：在红灯路口，交警正用手势指挥交通。尽管信号灯为红灯，但交警示意车辆前行。FSD v14.2.1 遵从手势指 令直接行驶，无视红灯限制。坐在驾驶位的安全员已准备踩下加速踏板，但车辆完全自主驶过红灯，无需人工干预。在该 ...