2月11日，针对投资者关于"有消息称，公司将通过步步高投资公司引入为特斯拉的Cybercab车型的代工 合作，请问该消息是否属实，如属实，将在哪个基地开展代工生产？"的提问，众泰汽车在互动平台回 应称，公司暂无相关计划。 ...

Tesla Inc. (NASDAQ:TSLA) will reportedly charge $300,000 for the Semi Long-Range trim level ahead of 2026 deliveries.$260,000 For Standard Trim, $300,000 For The Long Range SemiThe automaker will retail the Standard trim with 325 miles of range for $260,000 in addition to the $300,000 price tag for the Long-Range trim, Electrek reported on Tuesday.Citing California Air Resources Board (CARB) data, the report suggested that the average price of a Zero-emission truck hovered around the $435,000 mark, which me ...

（文章来源：每日经济新闻） 创业板新能源ETF国泰（159387）跟踪的是创新能源指数（399266），单日涨跌幅限制达20%，该指数 从沪深市场中选取涉及清洁能源、新能源汽车、储能技术等业务的上市公司证券作为指数样本，以反映 具有技术创新能力和成长潜力的新能源行业相关上市公司证券的整体表现。 华西证券指出，海内外AIDC建设放量，叠加海外电网建设需求提升，电力设备需求高景气延续。在电 池技术方面，干法电极工艺是固态电池中重要的一环，该工艺通过直接将材料混合成干粉并机械压制形 成电极片，从而提高电极压实密度，并能简化生产工艺、降低成本、提高生产效率。干法工艺的规模化 可以推动固态电池商业化落地进程。此外，特斯拉近期宣布实现干法电极的规模化生产，被视为锂电池 生产技术的重大突破。 ...

"感谢特斯拉过去给我的机会"。 "我今天从xAI离职了"。 "今天是我在xAI的最后一天"。 短短几句话，同时刷屏了AI圈和车圈。这背后意味着马斯克正在遭遇人才离职潮。 一边是特斯拉13年老将、负责AI Infra的副总裁拉杰·杰根纳坦(Raj Jegannathan)官宣离职。 另一边，其名下的大模型公司xAI两天走了3个联创，多名员工发文表示离职，其中有多个华人。 本来特斯拉高管离职，在这2年不算稀罕，但如果和xAI的一系列事件联系起来看，这就很不寻常了。 马斯克手下核心人物在同一天纷纷离职，到底咋回事儿？？？ 特斯拉又有副总裁离职了 杰根纳坦最近在领英发文，表示自己将从特斯拉离职。 他在文中透露，自己在特斯拉工作了13年，在这期间设计、建设和运营了全球最大的AI集群。这段工作经历对他很重要，他感谢工作中一路同行的伙 伴，也感谢特斯拉给他宝贵的机会。 杰根纳坦所言并不夸张。对他来说，特斯拉可以说是人生的分水岭。公开信息显示，杰根纳坦是一位"骨灰级"程序员，有23年的工作经验，甚至会写 Visual Basic（一种诞生于上个世纪的编程语言）。 他早年在一些名不见经传的公司工作，2012年才从印度一家软件公 ...

Core Insights - Tencent Cloud has partnered with Tesla to enhance in-car features, including the instant transfer of WeChat location data and smart service suggestions based on user destinations [1] Company Summary - Tencent Cloud is expanding its service offerings by collaborating with Tesla, a major U.S. automaker, to integrate advanced features into vehicles [1] - The partnership aims to improve user experience by providing seamless access to WeChat functionalities while driving [1] Industry Summary - The collaboration highlights a growing trend in the automotive industry where technology companies are partnering with automakers to enhance in-car connectivity and services [1] - This move reflects the increasing importance of digital services in the automotive sector, as companies seek to differentiate their offerings through innovative technology [1]

Group 1 - Tencent and Tesla have jointly upgraded the in-car experience, launching two new features: "WeChat Connectivity" and "Destination Services" [1] - The update will be delivered via OTA (Over-The-Air) and will cover over one million Model 3 and Model Y vehicles in the Chinese market [1] - Future new vehicles will also come with these capabilities as standard [1]

招商证券发表研报指，特斯拉自动驾驶加速落地，另Optimus Gen 3有望本季落地，并于年底量产，料 将成为公司的长期价值核心。不过，公司在汽车增长方面的可见度偏弱，第四季交货按季下滑，短期汽 车业务收入与利润波动性上升，加上新车型缺乏明确指引，短期亦暂无其他新车型上市的计划，市场对 汽车主业周期性修复保持观望态度。而且公司缺乏大规模现金流，市场或忧虑今年后进入烧钱模式。机 器人规模化及Robotaxi现金流能力仍有待观察。 该行下调公司2026至27年的盈利预测20%及39%，以反映汽车下行风险、研发费用大增及资本开支大幅 提升，将目标价下调至441美元，维持"中性"评级。 ...

Core Insights - Tencent and Tesla have jointly upgraded the in-car experience, launching two major features: "WeChat Connectivity" and "Destination Services" [1] - The update will be delivered via OTA (Over-The-Air) and will cover over one million Model 3 and Model Y vehicles in the Chinese market [1] - Future new vehicles will also come with these capabilities as standard [1]

Core Viewpoint - Morgan Stanley's report indicates that Tesla's allocation of capital to solar manufacturing is based on long-term strategic considerations related to geopolitical changes and data center demand [1] Group 1: Tesla's Solar Manufacturing Strategy - Tesla's plan for vertical integration in solar manufacturing reflects Elon Musk's ambition to deploy solar-powered data centers into space while simultaneously enhancing its leading energy storage business [1] - Morgan Stanley estimates that once fully operational, Tesla's solar business could add between $20 billion to $50 billion (or $6 to $14 per share) in equity value to its energy segment, which is currently valued at $140 billion (or $40 per share) [1] Group 2: Investment Rationale - Although the impact on Tesla's overall valuation may not be significant, the decision to allocate capital to new solar capacity is deemed reasonable as it can create value and growth opportunities through the establishment of a vertically integrated solar and energy storage business [1] - Without this investment, Tesla may face significant bottlenecks related to energy, limiting its ability to achieve broader goals in other business areas [1] Group 3: Analyst Rating and Price Target - Morgan Stanley maintains a "in line with large banks" rating for Tesla, with a target price set at $415 [2]

摩根士丹利发表研报指，特斯拉将资本分配至太阳能制造，是基于对地缘政治变化与数据中心需求的长 期战略考量。大摩认为，特斯拉垂直整合太阳能制造的计划，体现了马斯克希望将大量太阳能驱动的数 据中心送入太空的目标，同时推动其领先的能源储存业务的协同发展。根据大摩初步估算，特斯拉太阳 能在全面运行后，可能为能源业务增加200亿至500亿美元(每股6至14美元)的股权价值，而该行目前对 特斯拉能源的估值为1400亿美元(每股40美元)。虽然单独看对特斯拉总估值的影响不算重大，但该行认 为，将资本分配至新增太阳能产能的决定合理，可通过建立垂直整合的太阳能与能源储存业务创造价值 与增长机会。若不进行此项投资，特斯拉可能面临能源相关的重大瓶颈，限制其达成其他业务更广泛目 标的能力。该行予特斯拉"与大行同步"评级，目标价为415美元。 ...