【文/观察者网 潘昱辰 编辑/高莘】2月4日，美国参议院商务委员会举行简化自动驾驶车辆部署的听证 会。Waymo和特斯拉等美国自动驾驶汽车企业出席听证会，并呼吁国会通过立法推动自动驾驶汽车， 还称美国正在与中国争夺自动驾驶行业的领导地位，面临"直接威胁"。 Waymo首席安全官毛里西奥·佩纳（Mauricio Pena）在书面证词中强调，相较于人类驾驶，其Robotaxi已 使严重伤害事故减少10倍。同时，Waymo呼吁国会通过立法推动自动驾驶汽车，更称美国自动驾驶汽 车行业正面临来自中国的直接威胁。 同样参与听证会的特斯拉汽车工程副总裁拉斯·莫拉维（Lars Moravy）也强调，国会必须放宽"限制行业 创新能力"的法规。他称，如果美国不在自动驾驶发展中取得领先，其他国家尤其是中国，将成为该行 业的技术，标准和全球市场定义者；中国更将成为21世纪交通运输的主导者。 Waymo无人驾驶汽车 路透社 更早之前的2025年10月，NHTSA还对290万辆配备FSD系统的特斯拉汽车展开调查，原因是其中有数十 起违反交通安全和事故的报告。特斯拉则辩称，FSD几乎可以帮助驾驶员到任何地方，但需要最小程度 的干预，不会由 ...

Core Insights - Tesla's energy generation and storage business has become a core pillar, with Q4 2025 revenues reaching $3.06 billion, a 25% year-over-year increase, indicating a shift from being a side business to a mainstay [2][3] - The energy sector's gross profit for 2025 was $3.8 billion, significantly higher than $2.64 billion in 2024, showcasing improved profitability amid challenges in the automotive sector [3][12] Financial Performance - Total automotive revenues decreased by 11% year-over-year to $19.8 billion in Q4 2024, while total revenues fell by 3% to $25.7 billion [1] - Energy generation and storage revenue increased by 25% to $3.06 billion in Q4 2025, with services and other revenue also rising by 18% [1][2] - Total gross profit for Q4 2025 was $5.01 billion, with a gross margin of 20.1%, up 386 basis points year-over-year [1] - Net income attributable to common stockholders (GAAP) dropped by 61% to $2.13 billion in Q4 2024, while non-GAAP net income decreased by 16% [1] Production and Capacity Expansion - Tesla is expanding its manufacturing network to meet global demand for grid-scale energy storage, with existing factories in California and Shanghai each having a capacity of 40 GWh [8] - A new factory in Houston is under construction, which will produce the innovative "Megablock" product, designed to enhance capacity and reduce installation costs for grid operators [9][11] Market Challenges - Despite strong performance, Tesla's management has warned of increasing competition in the energy production and storage sector, which may lead to declining retail or wholesale electricity prices [12] - The company acknowledges that lower electricity prices could diminish the attractiveness of its storage products for some customers, presenting a macroeconomic challenge for 2026 [12] Strategic Vision - Tesla's energy vision is taking shape, with significant growth in energy revenues and the introduction of new products like the Megablock, indicating a transition from an electric vehicle company to a comprehensive AI and energy giant [13]

凤凰网科技讯2月5日，特斯拉发文称，特斯拉人形机器人将能够在任何宜居星球上独立建立文明。 此前，特斯拉官方微博发布预告视频，CEO埃隆.马斯克在视频中正式宣布，第三代特斯拉人形机器人即将与公众见面。 据马斯克介绍，第三代人形机器人最大突破在于自主学习能力。它无需复杂编程，仅通过观察人类行为、接收口头描述或观看演示视频，就能快速掌握新技 能并执行各类任务，实现了人机交互的高度便捷化。 "它将是一款通用人形机器人，能够通过观察人类的行为学习新技能。所以，你可以通过演示、口头描述，甚至展示一段视频，它就能够执行任务，我认为 它的表现将令所有人大吃一惊"，马斯克说。 ...

2月5日，特斯拉发文称，特斯拉 人形机器人将能够在任何宜居星球上独立建立文明。 ...

2月5日，特斯拉发文称，特斯拉人形机器人将能够在任何宜居星球上独立建立文明。 责任编辑：李昂 责任编辑：李昂 2月5日，特斯拉发文称，特斯拉人形机器人将能够在任何宜居星球上独立建立文明。 ...

Tesla Inc.'s (NASDAQ:TSLA) Engineering VP, Lars Moravy, has urged the U.S. Senate Commerce Committee, led by Sen. Ted Cruz (R-TX), to establish a federal framework for autonomous vehicles in the U.S.Federal FrameworkIn his opening remarks to the committee on Wednesday, Moravy urged the need for a federal framework for AVs in the U.S. "At Tesla, we believe autonomous vehicles are the future," Moravy said, adding that the vehicles presented an opportunity to improve safety and accessibility.He shared that Tes ...

"人类之光"熄灭了？ 封面 I 新闻媒体 作者I 李东阳 报道 I 李东阳朋友圈 越扒越深的爱泼斯坦案，成了美国精英阶层心头的一根刺。 这世界就是个巨大的草台班子！ 最近有关马斯克的新闻，分野成了两幅场景，一是SpaceX与xAI合并使马斯克的财富增加了840亿美元，成为史上首位身价突破8000亿美元的富豪，"人类 之光"的头衔愈发结实； 二是各类性丑闻让马斯克苦不堪言，尤其爱泼斯坦案，目前已成为全球互联网的焦点话题，在那些海量的犯罪事实资料里，发现有爱泼斯坦与马斯克的往 来邮件。 后者立刻给予了否认，且表示"没有人比我更努力推动全面公开爱泼斯坦案文件、并追究那些虐待儿童者的法律责任。我很清楚，这样做必然会招致传统 媒体、极左翼宣传者以及那些真正有罪的人的反击。" 一波未平一波又起，马斯克还被法国方面传唤，要求回答涉及到X或其高管涉嫌滥用算法和欺诈性数据提取等问题。 西班牙首相桑切斯还表示，将出台一系列措施禁止16岁以下青少年使用社交平台，以保护他们免受"色情内容"和"暴力信息"的侵害时，马斯克终于被激 怒，直接喊话前者是"彻头彻尾的法西斯主义者"。 硅谷钢铁侠毕竟是肉身之躯，马斯克能否扛过诸多拷问是个问号， ...

Samuel Tremblett pleaded with a 911 operator to be rescued from his burning Tesla Inc. Model Y SUV after a crash in October: “I can’t get out, please help me.”The transcript of the 20-year-old’s emergency call was included in a lawsuit filed Wednesday, the latest to allege that a driver or passenger died after they were unable to open the electrically powered doors on their Tesla vehicle after a crash. “It’s on fire. Help please,” Tremblett said, according to the lawsuit. “I am going to die.”Details of the ...

凤凰网科技讯 2月5日，特斯拉公司副总裁陶琳发文表示，2025年，上海超级工厂交付量达到了特斯拉全球交付量的一半以 上，储能超级工厂的产能也开始供应海内外多个市场，这离不开所有人的共同拼搏。 官方此前披露的数据显示，特斯拉2025年全年产量1654667辆，交付量1636129辆，储能部署46.7GWh。 据了解，上海工厂在特斯拉全球布局中占据重要地位，2024年该工厂交付量就已达91.6万辆，占特斯拉全球交付量的一半。 此前，智通财经统计的数据显示，特斯拉2025年全球范围内共计交付约163.6万台电动车，其中上海超级工厂交付85.1万 台，占全球总交付量的52%，依旧是特斯拉全球最大的出口中心。 来源：凤凰网科技 ...

Group 1 - Elon Musk has become the world's first billionaire with a net worth exceeding $800 billion while facing scrutiny over past communications with Jeffrey Epstein [1] - Musk's companies, SpaceX and Tesla, are reportedly expanding their business by sourcing materials in China, particularly in the booming sector of space photovoltaics [3][16] - The core challenge for Musk's ambitious plans, including sending humans to Mars and establishing a satellite network, is the need for reliable energy sources in space, which solar energy can provide [5] Group 2 - Musk has announced a goal to achieve 100 gigawatts of solar energy capacity within three years, equivalent to the output of several large nuclear power plants, to power AI data centers and future extraterrestrial bases [7] - The merger of Musk's AI company xAI with SpaceX has resulted in a valuation exceeding $1 trillion, aimed at addressing the energy demands of AI operations in space [7] - The production of "space-grade" solar cells is limited, and the most viable manufacturing capabilities are found in China, which has a complete and efficient solar industry supply chain [9][13] Group 3 - Chinese companies are leading in the production of advanced solar technologies, such as heterojunction (HJT) and perovskite solar cells, which are essential for space applications due to their high efficiency and durability [11] - The U.S. lacks the manufacturing capacity to meet Musk's ambitious solar energy production goals, making reliance on Chinese manufacturing necessary for the success of his space photovoltaic plans [13][15] - Chinese solar firms are not only focused on terrestrial applications but are also proactively developing technologies for space photovoltaics, aligning with SpaceX's requirements [15][16]