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： 马斯克连续为 Optimus V3打call， V3发布在即，静待主升，把握核心标的至关重要！ 1月22日（当地时间），马斯克在 达沃斯世界经济论坛上与贝莱德CEO 劳伦斯·芬克 进行了一场近30分钟的对 话，对话内容涉及Optimus、AI、FSD、Robotaxi、SpaceX等等。 针对人形机器人Optimus，马斯克表示： 目前Optimus已在工厂执行简单任务，预计2026年底将执行更复杂任 务，并开始向公众销售， 预计到明年（2027年）年底就能大规模推向市场 ；同时表示， 预计机器人产量将满足 人类的所有需求，未来将会有"数十亿"个类人机器人，将能够完成照护任务。 目前以" 明年年底将开始向公众销售人形机器人 "为标题的文章已刷屏行业圈。 从对于二级市场T链们催化视角来看，仅限于情绪面利好，静待1月28日特斯拉四季度财报 ...

1月24日，特斯拉官宣最新补贴方案：Model 3后驱/长续后驱/长续全驱，8000元保险补贴来了。 ...

杰西卡 发自 副驾寺智能车参考 | 公众号 AI4Auto Robotaxi上路不到一年就去安全员，还得是"马斯克"速度。 马哥本人宣布了这一里程碑时刻——特斯拉Robotaxi，开始启动全无人服务。 外界一片欢呼雀跃，特斯拉的股价登时上涨了4%，更有网友已经火速体验上了。 不过，也有人从乘车视频里发现了端倪： 这车真是完全无人的吗？怎么看起来像是"障眼法"啊？ 特斯拉Robotaxi宣布去安全员 马斯克在社交媒体平台X上发帖，宣布了新进展： 特斯拉Robotaxi，刚刚在奥斯汀启动全无人服务，车内没有安全监控员。祝贺特斯拉AI团队！ 刚好赶上最近急着下场抢人、组建「AI人才狙击队」，马斯克还顺带打了一波招聘广告，邀请对"解决现实世界AI问题"感兴趣的工程师前来加入。 关注自动驾驶的朋友都知道，对于一家做Robotaxi的公司而言，去掉安全员的公开运营，无疑是一个重要的里程碑时刻。 而特斯拉的特别之处在于，其每一阶段的部署都非常迅速： 去年6月，特斯拉才首次在美国奥斯汀推出Robotaxi服务，起初只面向少数乘客开放；逐步面向公众运营、扩大运营范围到加州湾后，去年12月才开始进 行去安全员测试……到现在开放全 ...

▲ 戳蓝 色字关注我们！ "技术的爆发从来不是线性演进，而是在临界点处瞬间重构世界。"——凯文·凯利 去年这个时候,我把ARK的Big Ideas 2025打印出来,一边阅读一边用荧光笔划重点,结果真的提前上车了几波小风口，可惜去年没有做文章分 享。 就在昨天,今年木头姐的Big Ideas 2026刚刚发布,我熬夜啃完128页报告后,忍不住用一篇文章的篇幅来分享我的读书笔记——因为这次她直接 把话说明白了:到2030年,全球GDP增速可能从现在的3%飙到7.3%,而这波增长里面藏着的13个赛道,马斯克已经在ALL IN了。 今天这篇文章信息密度极高,建议先收藏防止刷走找不到。我会把这份报告拆成5个部分来讲: 每个部分最后我都会告诉你,普通人能抓住什么机会。废话不多说,直接开干。 一、AI基础设施：三年翻三倍的投资狂潮，英伟达霸权松动 先说个震撼的数字:2025年,全球数据中心的投资是5000亿美元,年增长率从过去的5%直接跳到29%。木头姐预测,到2030年这个数字会冲到 1.4万亿美元——三年翻三倍。 你可能觉得这只是芯片厂在烧钱,但木头姐在报告里画了张图,把铁路时代、电气化时代、互联网时代的投资曲线都拿 ...

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Group 1: Brain-Computer Interface Industry - The A-share brain-computer interface sector experienced a significant increase, closing up over 2% on January 23 [1] - Neuralink, founded by Elon Musk, plans to achieve large-scale production of brain-computer interface devices by 2026, with a highly automated surgical process [3] - Strong Brain Technology, one of the "Six Little Dragons" in Hangzhou, has submitted a confidential IPO application and recently completed approximately 2 billion yuan in financing, marking the second-largest financing event in the brain-computer interface field globally, after Neuralink [4] Group 2: Market Potential and Applications - The brain-computer interface technology has vast application prospects in various fields, including healthcare, consumer electronics, and military aerospace [5] - The technology is expected to transition from experimental stages to pilot applications, with significant industry value anticipated during the "14th Five-Year Plan" period [4] - The integration of brain-computer interfaces into high-end manufacturing and strategic industries is seen as a foundational technology supporting new industrialization [5] Group 3: Neuroplasticity and Cognitive Health - Joyce Shaffer, a respected expert in neuroplasticity and brain health, emphasizes that neuroplasticity is a lifelong ability, allowing for cognitive rejuvenation regardless of age [9][10] - The book "How to Unlock the Reverse-Aging Brain" provides a systematic approach to reducing brain degeneration across the lifespan, highlighting the importance of active intervention in neural networks [11] - The LANDS model introduced in the book integrates five scientifically validated areas—Love, Aerobics, Neurobics, Diet, and Sleep—into a comprehensive lifestyle system for brain health [11]

1月23日，特斯拉CEO埃隆·马斯克表示，随着功能提升，完全自动驾驶（FSD）订阅价格将会上涨。马 斯克还在达沃斯表示，特斯拉下个月或将在欧洲获得自动驾驶许可。到今年年底，机器人出租车服务将 在美国境内得到广泛应用。（中国汽车报） ...

Group 1 - The global commercial space industry is undergoing significant transformation, driven by initiatives from both Western and Chinese entities, including Elon Musk's announcement at the Davos World Economic Forum and the release of a development plan by Jiuquan City in China [1][2] - SpaceX plans to achieve fully reusable rockets through its "Starship" technology, which could reduce space access costs by 99%, bringing it below $100 per pound [1] - Jiuquan City's development plan aims to establish a national commercial space launch base and research facilities, focusing on seven key industries including rocket manufacturing and satellite applications, with a goal for high-quality development by 2035 [2] Group 2 - China's satellite industry is projected to generate a value of 1.3 trillion yuan by 2030, with significant growth expected in both downstream and upstream sectors [3] - The commercial space industry is entering a golden era of dual growth from both demand and supply sides, with a focus on satellite launch and manufacturing sectors [3] - The advancements in technology and supportive policies from both SpaceX and Jiuquan are expected to drive the new era of space economy [3]

Core Viewpoint - Peter Thiel has significantly reduced his exposure to Tesla stock, selling 76% of his position, and has redirected his investments into Apple, indicating a strategic shift in his portfolio management approach [2][10]. Group 1: Tesla Stock Analysis - Tesla's market capitalization is currently at $1.4 trillion, which is approximately 16% below its all-time highs [4]. - The company's price-to-sales (P/S) ratio is around 16, which is considered high for a capital-intensive automobile business. Additionally, Tesla's price-to-earnings (P/E) ratio is 283, and its forward P/E is 195, both of which have increased over the past year despite Tesla losing market share internationally and facing rising competition in the autonomous vehicle sector [6]. - There is skepticism regarding Tesla's ambitious robotaxi plans, as measurable growth related to these efforts remains elusive, making it challenging to justify the company's premium valuation [7]. Group 2: Apple Stock Analysis - The current stock market presents mixed signals, with the S&P 500 remaining elevated due to an optimistic AI narrative, while inflation persists and unemployment is at a four-year high. Geopolitical unrest adds further uncertainty to market predictions for 2026 [8]. - Thiel's investment in Apple, while smaller in allocation compared to Tesla, is viewed as a more stable choice amidst market volatility, potentially providing insulation from selling pressure during market corrections [9]. Group 3: Investment Strategy - Thiel's portfolio management reflects a strategic hedging approach, maintaining Tesla as the largest position while diversifying into Apple as a safer investment. This positions him for potential gains regardless of market conditions [10][12]. - Should Tesla succeed in launching its autonomous robotaxi fleet, it could significantly enhance the company's narrative and valuation. Conversely, if Tesla underperforms, capital may shift towards safer stocks like Apple, further validating Thiel's investment strategy [11].

Core Viewpoint - Anticipation is building for Q4 earnings reports from General Motors (GM) and Tesla (TSLA), with concerns over a decline in EV sales due to the expiration of the $7,500 federal tax credit [1][2] General Motors (GM) - GM sold 25,219 EVs in Q4 2025, down from 43,982 in Q4 2024, but achieved a record total of 169,887 EVs sold in 2025, marking a 48% increase from 2024 [3] - GM's total vehicle sales increased by 5.5% in 2025 to 2.8 million [3] - Q4 sales are expected to be $44.68 billion, a 6% decrease from $47.71 billion in the prior year, but Q4 EPS is projected to rise 15% to $2.21 from $1.92 [5] - The Zacks ESP indicates GM could exceed earnings expectations, with the most accurate estimate for Q4 EPS at $2.37, 7% above the Zacks Consensus [6][7] - Full-year EPS for FY25 is expected to dip 2% to $10.33, but FY26 EPS is forecasted to rise 16% to $12.00 [12][14] - GM stock has a Zacks Rank 1 (Strong Buy) and is considered undervalued at 6X forward earnings [15] Tesla (TSLA) - Tesla sold 418,227 EVs in Q4 2025, down from 495,570 in Q4 2024, with total vehicle sales dropping 8% to 1.63 million from 1.78 million [4] - Q4 sales are expected to fall 2% to $25.11 billion compared to $25.71 billion in the prior year, with EPS projected to drop 40% to $0.44 from $0.73 [10] - The Zacks ESP suggests Tesla could also surpass earnings expectations, with the most accurate estimate for Q4 EPS at $0.46, 3% above the Zacks Consensus [10][11] - FY25 EPS estimates have fallen 33% to $1.61, while FY26 EPS is projected to stabilize and rise 37% to $2.20 [12] - Tesla shares have a Zacks Rank 4 (Sell) due to a concerning EPS revision trend and a high P/E valuation of 200X [15] Investment Outlook - Despite Tesla's advancements in energy and autonomous vehicle production, GM is viewed as the safer investment option at this time, with both companies expected to beat Q4 earnings expectations [16]