Tesla solved Full Self driving ...

“To hit a 5 star safety rating and keep the car light, steel wouldn’t cut it. We had to think like rocket engineers, not car makers." – Elon Muskhttps://t.co/qBN7PbXx78 ...

"In less than 10 years maybe just 1 or 2 someone with a Neuralink implant could outperform a pro gamer. Reaction time. Precision. No keyboard. Just your brain." — Elon Muskhttps://t.co/DAyT7V9QEI ...

RT Tesla Owners Silicon Valley (@teslaownersSV)Starlink service is funding the mission to Marshttps://t.co/tmBYqId1gq ...

Core Insights - Tesla is advancing towards the completion of its next-generation AI5 chip design and has initiated development on the AI6 processor, as stated by CEO Elon Musk [1] Group 1 - The design of the AI5 chip is nearing completion [1] - Development work on the AI6 processor has already commenced [1]

1、市场趋势：踏浪逐牛，再攀高峰。2025年中国股市演绎"信心重估牛"，市场重估科技G2与国际化背 景下的中国股市，估值有所修复，但并未过热。2025年A股盈利结束2022年-2024年的下行周期，盈利 不再低于市场预期，出现筑底回暖迹象，景气线索占比明显提升。2026年，东方财富证券对中国股市趋 势依然乐观，微观增量资金流入有望持续增强，可关注三个预期差：企业盈利有望超预期、中国AI进 展有望超预期、中美扩大"务实合作"有望超预期。同时，也要关注新的波动风险点，尤其是美国再通胀 与AI应用商业化的赛跑。总体来看，2026年牛市继续已是一致预期，但注意驾驭波动，把握好节奏与 结构变化是影响超额收益的胜负手。 （一）重磅消息 11月21日晚间，据证监会官网披露，多只科创板芯片类ETF以及首批科创创业人工智能ETF正式获批， 有望吸引更多增量资金入市。根据监管披露的信息，这批产品中有4只上证科创板芯片设计主题ETF，3 只上证科创板芯片ETF，另外还有2只首批科创创业人工智能ETF。另据报道，还有多只科创创业人工 智能ETF和科技主题主动权益类基金获批，传递出监管部门支持战略性新兴产业的积极信号。这些精准 锚定硬 ...

11月22日，深圳东方港湾投资董事长但斌一条"晒基金排名"的微博，再度将这位私募大佬推向市场聚光 灯下。根据其分享的Morgan Hedge统计数据，截至2025年10月，东方港湾海外基金在全球9970家对冲 基金中，三年期收益以138.98%位列第三，一年期收益26.63%。 英伟达仍是但斌旗下基金的"压舱石"，以2.36亿美元的持仓市值稳居第一大重仓股。除了英伟达，谷 歌、Meta、微软等AI巨头均出现在其持仓名单中。其中，谷歌以2.24亿美元持仓成为第二大重仓股，东 方港湾新进15.1万股"二倍做多谷歌ETF-Direxion"，足见对其AI布局的信心；Meta与微软则分别位列第 五、第六大重仓股，特斯拉也以8802万美元持仓被纳入组合。 在美股AI龙头之外，但斌将目光投向了中国互联网企业。三季度，东方港湾新进22.1万股阿里巴巴，持 仓市值达3949万美元。这一操作与但斌的公开观点高度契合——他曾直言"阿里巴巴市值仅为亚马逊的 15.25%，中国互联网公司需奋力直追"。与此同时，其对亚马逊、奈飞进行了减持，二者期末持仓市值 分别降至3938万美元、1460万美元。 AI产业链的细分领域也未被遗漏。东方 ...

AI Chip Development - Tesla has a long-standing AI chip and board engineering team [1] - The team has designed and deployed several million AI chips in Tesla cars and data centers [1] - Tesla is developing AI chips with the goal of releasing a new design to volume production every 12 months [2] - Tesla's current AI chip version in cars is AI4, with AI5 nearing tape-out and AI6 in development [2] Production and Impact - Tesla anticipates building AI chips at higher volumes than all other AI chips combined [2] - These AI chips are expected to positively impact the world, potentially saving millions of lives through safer driving and providing advanced medical care via Optimus [2] Recruitment - Tesla is seeking individuals with exceptional AI abilities for chip design, encouraging them to send evidence of their skills to AI_Chips@Tesla.com [3]

AI Chip Development - Tesla is nearing the final design stage of its AI5 chip [1] - Tesla is commencing development on a new AI6 chip iteration [1] Deployment Strategy - The AI chips are intended for deployment in Tesla's cars [1] - The AI chips are intended for deployment in Tesla's data centers [1]

Market Activity - Tesla is electrifying Bangkok from day to night [1]