1.【马斯克：特斯拉Semi卡车今年将启动大规模量产 】2月9日消息，马斯克在社交平台表示， 特斯 拉 Semi卡车将于今年启动大规模量产。（第一财经） 2.【小米汽车对开门新专利获授权，可实现无序开门】天眼查知识产权信息显示，2月6日，小米汽车 科技有限公司申请的"对开门车辆和锁扣组件"专利获授权。摘要显示，本公开的对开门车辆包括车 身、第一门体、第二门体、锁扣组件以及铰链组件，其中，第一门体的转动侧铰接于车身；第二门体 的转动侧铰接于车身，且第二门体的开门侧用于与第一门体的开门侧搭接配合；锁扣组件设置于车 身，能够沿第一方向在第一位置和第二位置上移动，并保持与第二门体的开门侧在第一位置和所述第 二位置之间移动的过程中与锁扣组件锁止；铰链组件设置于车身，且铰链组件与第二门体转动侧连 接，以使得第二门体的转动侧能够沿第一轨迹脱离或者靠近车身，并使第二门体的开门侧沿第二轨迹 转动打开或关闭。基于此，本公开可以实现对开门车辆的无序开门，提高用户体验。（界面新闻） 3.【蔚来今年计划新建1000座换电站】2月9日，蔚来创始人、董事长、CEO李斌发文表示，2026年 计划新建1000座换电站，加电风景线增至100条， ...

Core Insights - Peter Thiel, a prominent tech investor with a net worth of approximately $24.6 billion, has a hedge fund portfolio that surprisingly includes only three AI stocks, excluding major players like Nvidia and Palantir [2]. Group 1: Tesla - Thiel reduced his hedge fund's position in Tesla by 76% in Q3 2025, yet it remains the largest holding in his portfolio [3]. - Thiel has expressed skepticism about Tesla CEO Elon Musk's focus on humanoid robots, which may have influenced his decision to sell a significant portion of Tesla stock [5]. - Thiel views self-driving technology as a significant innovation, and Tesla's extensive real-world autonomous driving data could provide a competitive edge [4]. Group 2: Microsoft - In Q3, Thiel acquired 49,000 shares of Microsoft, making it the second-largest holding in his hedge fund, representing around 34% of total holdings [6]. - This investment aligns with Thiel's belief that value shifts from "shovel sellers" like Nvidia to "builders" like Microsoft, which focuses on cloud services and AI integration [7]. - Thiel sold all stakes in Nvidia during Q3, indicating a strategic pivot towards companies that build rather than just supply technology [7].

随着特斯拉涉足人工智能和机器人领域，投资者对其发展前景普遍看好，甚至有激进的特斯拉投资者认 为，特斯拉市值有望达到100万亿美元。如果达成，特斯拉市值将达到目前全球排名前十公司的市值之 和的近四倍。100万亿美元市值的预测来自马斯克的铁杆粉丝、方舟投资（ARK Invest）掌门人凯茜•伍 德（Cathie Wood），她日前在一场公开对话中表示，考虑到特斯拉横跨多个行业的长远野心，该车企 有望实现100万亿美元的市值。 不过，2025年，特斯拉的业绩并不算好。根据特斯拉发布的财报，2025年总营收为948.27亿美元，同比 下滑3%，首次出现营收下滑的情况。归属于普通股股东的净利润为37.94亿美元，同比下降46%。其 中，汽车业务收入为 695.26亿美元，同比下降10%，毛利率为17.8%。销量方面，2025年特斯拉共交付 163.6万辆，同比下滑8.6%。特斯拉在财报中强调，2025年是公司战略转型的关键一年，其业务正从"以 硬件为中心"转向"以物理AI为核心"的长期路径。 在社交平台X上，马斯克在相关讨论的帖子下回复称"这并非不可能"。不过有网友指出，特斯拉当前市 值为1.5万亿美元，若要达成100 ...

2026 年 2 月 9 日 行业研究 事件：据光伏见闻消息，特斯拉正评估美国多地新建太阳能电池制造项目，纽约 的布法罗工厂将率先扩产至 10GW；此外特斯拉已在全球范围内启动光伏全产业 链招聘，并计划在 2028 年底前在美国本土实现从原材料端起的 100GW 一体化 光伏制造。 美国光伏产能的扩张离不开中国的设备和技术。 中国光伏主产业链各环节产能在"十四五"期间呈现大幅扩张态势，硅料/硅片/ 电池/组件产能在全球的占比已经从 2021 年的 80.5%/98.1%/85.1%/77.2%提 升至 2025 年的 96.0%/96.2%/91.3%/80.1%；国产光伏设备在这一扩张进程中 扮演着不可或缺的关键角色，其稳定运行、高效量产的表现，充分印证了自身的 技术实力、工业化适配能力以及大规模扩张的可靠性。在美国意图重塑本土光伏 供应链的背景下，受限于自身设备研发制造能力的不足，短期恐无法脱离中国光 伏设备企业的技术与产品支撑。 美国光伏组件的生产制造亦离不开中国的辅材供应链。 在硅料价格从 2023 年的高点逐步回归理性、叠加电池组件技术持续迭代的背景 下，辅材环节的成本占比和技术重要性正逐步提升。根 ...

Core Insights - Rivian Automotive Inc.'s upcoming R2 crossover SUV has been spotted testing in Alaska, indicating progress in its development [1][2] Group 1: Vehicle Testing - The R2 SUV was seen at a Supercharger station in Fairbanks, Alaska, suggesting it is undergoing cold-weather testing to assess its performance in sub-zero conditions [2][3] Group 2: Technological Advancements - Rivian's self-driving technology, which includes a LiDAR and camera-based approach, will be featured in the R2 models, potentially enhancing sales [4] - The company plans to introduce an Autonomy+ subscription service, available for a one-time payment of $2,500 or a monthly fee of $49.99, aimed at boosting growth [5] Group 3: Market Performance - Rivian's stock price increased by 7.91% to $14.81 during regular trading and further rose by 1.09% to $14.97 in pre-market trading [6]

每经AI快讯，2月9日，美股大型科技股盘前多数上涨，亚马逊、微软涨0.8%，特斯拉涨0.5%，谷歌A涨 0.3%，Meta涨0.2%，英伟达、苹果跌0.3%。 ...

来源：滚动播报 美股大型科技股盘前多数上涨，亚马逊、微软涨0.8%，特斯拉涨0.5%，谷歌A涨0.3%，Meta涨0.2%， 英伟达、苹果跌0.3%。 ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：锂电派 近期，外媒关于特斯拉将被合并的报道持续升温，尤其2月SpaceX与xAI正式确认合并的消息，更是让市 场对特斯拉的命运充满猜测——它会成为马斯克商业帝国整合的下一个目标吗？ 早在1月份，彭博社、路透社、英国卫报等多家权威媒体就曾披露，埃隆·马斯克正计划对其旗下商业版图 进行大规模整合，SpaceX已开始探讨与特斯拉合并的可行性，或与xAI形成组合模式，实现资源高效协 同。上周，SpaceX在公司备忘录中确认与xAI合并，估值达1.25万亿美元，将于2026年2月完成全部流 程，这一消息再次将特斯拉推向风口浪尖，引发市场对其是否会被纳入同一体系的热议。 ICC 鑫椤资讯年终盘点： 2025年碳酸锂市场盘点： 2025年电解液市场盘点： 2025年铜箔市场盘点： 2025年钴酸锂市场盘点： 2025年三元材料市场盘点： 2025年磷酸铁锂市场盘点： 2025年三元前驱体市场盘点： 2025年六氟磷酸锂市场盘点： 2025年磷酸铁市场盘点： 2025年添加剂VC市场盘点： 2025年钠离子电池市场盘点： 2 ...

Chinese EV giant BYD Co. Ltd. (OTC:BYDDY) (OTC:BYDDF) has reached breakthroughs in its Sodium-ion, as well as solid-state battery pursuits.10,000 Charging CyclesThe automaker shared in an investor note that its sodium-ion batteries would be capable of 10,000 cycles, CnEVPost reported on Sunday. The company also shared that its sodium-ion battery research platform had reached its third generation, the report suggests.Typically, current batteries are capable of anywhere between 1,500 and 3,000 cycles. An enha ...

Core Insights - The article highlights the rapid advancement and penetration of intelligent driving technologies in the automotive industry, with significant developments in autonomous vehicle services and related technologies [4][16][19]. Group 1: Industry Developments - Waymo has completed a new round of financing amounting to $16 billion, achieving a post-money valuation of $126 billion, marking one of the largest single financings in the autonomous driving sector [16]. - Xiaoma Zhixing has partnered with Aitebo to establish a high-end Robotaxi service fleet, focusing on urban commuting and airport transportation [17][18]. - WeRide has launched its self-developed general simulation platform, WeRide GENESIS, which integrates physical AI and generative AI technologies to enhance autonomous driving system development [19]. - Xidi Zhijia has successfully delivered 40 units of its autonomous mining trucks, marking a significant milestone in the smart mining sector [20]. - Huayang Group's AIBOX has been selected for a core intelligent project by a leading domestic automaker, indicating a key step in the application of large models in pre-installed scenarios [21]. Group 2: Market Penetration and Technology Adoption - As of November 2025, the penetration rate of passenger cars with L2 and above functions reached 38%, a year-on-year increase of 22 percentage points [8]. - The penetration rates for various sensors in passenger vehicles are as follows: front-view cameras at 69.0%, front millimeter-wave radars at 58.4%, and LiDAR at 16.6%, with year-on-year increases of 9%, 9%, and 10% respectively [8]. - The penetration rate of passenger vehicles equipped with ADAS (Advanced Driver Assistance Systems) reached 38% in November 2025, with significant growth in both highway and urban NOA (Navigation on Autopilot) functionalities [7][39]. Group 3: Product Innovations and Collaborations - RoboSense announced that its laser radar products achieved sales of 303,000 units in the robotics sector in 2025, marking a year-on-year growth of 1141.8% [23]. - The collaboration between Black Sesame Intelligence and Baidu's Roborun aims to create a comprehensive ecosystem for autonomous driving, enhancing technological support and product development [26]. - GAC Aion and Didi Autonomous Driving have jointly developed a new generation of Robotaxi, R2, which has received road testing licenses in Guangzhou [31].