2025年开年，AI芯片领域就传出两则重磅的消息： 埃隆·马斯克在社交平台确认特斯拉(TSLA.US)重启Dojo 3超级计算机项目，其表示特斯拉将成为全球最 大的AI芯片厂商; 同为AI芯片行业的重要参与者Cerebras Systems则与OpenAI则与敲定了一份价值超百亿美元、承诺交付 750兆瓦算力的多年采购协议，该产能将在2028年前分批投入使用。 一个是自研训练芯片的"死而复生"，一个是晶圆级系统的商业突破——两条迥异新闻背后，让"大芯 片"这一曾被视为异类的技术路线再次站回了聚光灯下。 两种大芯片的分野 在AI芯片的演进史上，大芯片从来不是一个精确的技术术语，而更像是对两种截然不同设计的概括。 马斯克在社交平台透露，AI5芯片设计状况良好，特斯拉将重启Dojo 3的工作，其将采用AI6或AI7芯 片，目标不再是训练地球上的自动驾驶模型，它将专注于"太空人工智能计算"。 一种是以Cerebras为代表的晶圆级单片集成，另一种则是特斯拉Dojo这类介于单芯片与GPU集群之间 的"晶圆级系统"。前者追求大道至简，用一整片300毫米晶圆构建单一处理器，后者则走中间路线，通 过先进封装将多个预测试芯片集 ...

行 华福证券 机械设备 2026 年 01 月 25 日 业 研 究 机械设备 马斯克力推 Optimus，2027 年底拟向公众开售 行 业 定 特斯拉 CEO 马斯克将发展重心投向 Optimus 人形机器人，旨在推 动公司转型为估值 25 万亿美元的机器人企业，该业务价值预计将远超 现有汽车业务。这一战略布局也是其千亿薪资方案的核心，彰显了对 机器人赛道未来潜力的坚定信心。 定下宏大愿景，人形机器人发展蓝图清晰 期 报 告 马斯克公开表示，2027 年底将开始向公众销售 Optimus 人形机器 人，同时大胆预言 2026 年将实现通用人工智能，未来三年内该类 AI 机器人可能在外科手术等领域超越人类专家，2040 年全球机器人数量 或将达到 100 亿台甚至更多。特斯拉已筹备扩建得克萨斯超级工厂， 规划建设人形机器人专用量产设施，目标实现年产能 1000 万台，且已 在机器人动态平衡、灵巧手升级等技术方面取得突破。 人形机器人造福全人类，未来有望像汽车般普及 中国机器人网表示，目前来看，发展足够智能的人形机器人把人 类社会的重复性体力劳动接管过去将会是一个造福全人类的科技大方 向。据高工移动机器人，英 ...

特斯拉中国方面也表示暂无相关进展可披露。 特别声明：以上内容仅代表作者本人的观点或立场，不代表新浪财经头条的观点或立场。如因作品内 容、版权或其他问题需要与新浪财经头条联系的，请于上述内容发布后的30天内进行。 来源：金综科技 近日，据外媒报道，特斯拉CEO埃隆・马斯克在瑞士达沃斯世界经济论坛上透露，需驾驶员监督的FSD （Full Self-Driving）系统预计最快下个月在欧洲获批，中国可能处于相近时间段。 这一表述引发"监督版FSD下月入华"的市场猜测，但可靠知情人士明确回应，该消息不实。 ...

↑点击上面图片 加雪球核心交流群 ↑ 近期世界的焦点都聚焦于瑞士的达沃斯论坛，让我们一起看看最近又发生了什么值得关注的事。 01 和企鹅一起登陆格陵兰岛！ 当地时间23日，白宫官方社交账号在X平台上继续为"夺取格陵兰岛"造势：它发布一张人工智能(AI)生成的图片，画面中美国总统特朗普牵着一只举 着美国国旗的企鹅，穿过雪地，不远处插着一面格陵兰岛旗。"拥抱企鹅。"白宫写道。 然而，在这条帖子评论区，不少网友都提到了一个常识："企鹅生活在南半球。""谁来告诉他，格陵兰岛上没有企鹅啊" "等等，所以下一个目标是 南极洲？" 在委内瑞拉与格陵兰岛领土争端事件之后，特朗普似乎与曾经的伙伴渐行渐远。 近日美国总统特朗普威胁，如果加拿大与中国达成贸易协议，会向加拿大征收100%关税。卡尼日前访问中国，形容中国是可靠及可预测的伙伴。 美国及加拿大关系持续紧张，特朗普多次提及想将加拿大变成美国"第51个州"，加拿大全靠美国才可生存。卡尼近日批评有强权国家将关税当筹 码，呼吁各国携手争取战略自主。 在美国总统特朗普对加拿大发出新一轮关税威胁后，加拿大总理卡尼1月24日号召该国民众"购买国货"，以应对外部威胁。 尽管没有直接提及美 ...

Core Insights - Retail investors are shifting their investments away from Apple Inc. and are increasingly buying shares of Nvidia Corp. and Tesla Inc. [1][3] Group 1: Retail Investment Trends - Nvidia has seen a significant influx of retail investment, with $15 billion in net purchases since July 2025, surpassing all other Magnificent 7 companies combined [1][2] - Tesla follows Nvidia with $6 billion in net retail purchases during the same period, indicating strong interest from retail investors [1][2] - Apple has experienced a $4 billion outflow in retail investments, reflecting a negative sentiment towards the company compared to its AI-focused competitors [3] Group 2: Performance of Other Tech Giants - Meta Platforms Inc. and Amazon.com Inc. each attracted over $3 billion in retail purchases, showing a solid interest in these companies [4] - Microsoft Corp. and Alphabet Inc. saw over $2 billion in retail investments each, indicating a mixed performance among the tech giants [4] - Despite varying performance, investment advisors suggest that these companies are generating stronger revenue and earnings growth compared to the broader market [4]

本周美股走势跌宕起伏，美国总统特朗普威胁对欧洲盟友加征关税，以此施压对方接受其对格陵兰岛的 相关诉求，引发20日当天美股重挫，随着特朗普撤销关税威胁，华尔街三大基准指数在接下来两个交易 日出现反弹。 美国商务部公布，10月整体PCE环比、同比涨幅均符合预期，分别为0.2%和2.7%；11 月环比、同比涨 幅同样符合预期，分别为0.2%和2.8%。个人消费支出方面，10月和11月环比均增长 0.5%，均高于两个 月0.2%的增速。 就业市场维持稳定，美国首次申领失业救济金的申请人数较前一周增加1000人至20万人，远低于经济学 家此前预期的20.8万人次。持续申领失业救济金人数环比从188.4万人降至185万人。 值得一提的是，三季度国内生产总值（GDP）修正值小幅上调至4.4%的两年高点，显示经济在下半年 开始逐步加速。亚特兰大联邦储备银行对四季度GDP的实时预测值也有所上修（从5.3%升至5.4%）， 这些数据均印证了美国经济的强劲表现。年初的情况或延续强势，密歇根大学消费者信心指数去年12月 的52.9升至56.4，大幅高于54.0的预期；受访者对未来一年的通胀预期回落至4.0%，为2025年1 月以来 ...

Group 1 - SK Hynix announced a record year-end bonus of approximately 1.36 billion KRW (around 640,000 RMB) per employee, part of a shareholder participation plan allowing employees to receive up to 50% of their bonuses in company stock [2][4] - The new bonus structure, effective from the end of January, allows for bonuses to be based on 10% of the previous year's operating profit, with 80% paid in the current year and the remaining 20% deferred over two years [3][4] - The company’s operating profit for the previous year is estimated at 45 trillion KRW, leading to the high bonus payout [4] Group 2 - Zhang Yutong, president of Kimi, stated that the company utilizes only 1% of the resources from top U.S. laboratories to develop leading open-source models, which reportedly outperform some closed-source models [5] - Kimi's valuation reached 4.8 billion USD (approximately 33 billion RMB) in its latest funding round, reflecting strong market demand for AI IPO candidates [5] Group 3 - A tragic incident involving a 32-year-old programmer who died due to excessive work hours has raised concerns about workplace culture, particularly regarding the lack of cooperation from the employer in recognizing the incident as a work-related injury [6][7] - The company involved, Vision Shares, has been criticized for its handling of the situation, including offering a "hush money" payment to the family and obstructing investigations into the work conditions leading to the programmer's death [7][8] Group 4 - Volkswagen announced plans to cut 35,000 jobs, including a third of its management positions, as part of a strategy to save 1 billion euros by 2030 amid industrial slowdowns and competition [10][11] - The restructuring aims to streamline management and enhance operational efficiency, particularly as the company transitions towards electrification and digitalization [11] Group 5 - TikTok has established a U.S. data security joint venture to manage data protection while retaining ownership of its algorithm, ensuring compliance with U.S. regulations [19] - The joint venture will be responsible for TikTok's U.S. operations, allowing over 200 million American users to continue using the platform [19] Group 6 - Elon Musk announced that SpaceX aims to achieve full reusability of its Starship this year, potentially reducing launch costs by 99% [15][16] - Musk also discussed plans for deploying solar-powered AI satellites in the coming years, highlighting the efficiency of solar energy in space [16] Group 7 - OpenAI plans to launch its first hardware device in the second half of 2026, aiming to transform user interaction with technology [22] - The device is designed to provide a more focused and less distracting user experience, contrasting with current smart devices [22] Group 8 - Baichuan Intelligence released the M3 Plus model, which boasts the lowest hallucination rate in medical scenarios, enhancing the reliability of AI-generated medical conclusions [27] - The model incorporates unique evidence anchoring technology to provide accurate citations for its outputs [27]

Group 1 - Tesla's Berlin factory has laid off over 1,700 employees, representing a 14% reduction in workforce, leaving approximately 10,703 employees remaining [1][3] - The layoffs at the Berlin factory are significant as it is Tesla's only production base in Europe, which was initially seen as a key investment for the company's European market strategy [3][5] - The current economic downturn in Europe has led to decreased consumer spending, impacting the demand for electric vehicles, despite Tesla being a leader in the EV market [5][7] Group 2 - The layoffs align with a global plan announced by Elon Musk in 2024 to reduce Tesla's workforce by over 10%, indicating a strategic move to cut costs in a challenging economic environment [7] - Musk has been focusing on cost-saving measures and efficiency improvements, suggesting that the company is prioritizing financial stability over aggressive expansion [7][8] - Despite the challenges in the EV market, Tesla is also investing in AI and autonomous driving technologies, which Musk believes could redefine transportation and offset declining vehicle sales [8][9] Group 3 - Musk has expressed concerns about the competitive landscape, particularly regarding the U.S. and China, highlighting that the U.S. may fall behind due to energy supply issues affecting AI development [9][11] - The commentary on China's advancements in technology and energy supply suggests a growing competitive threat to U.S. companies, including Tesla, in the global market [11]

当地时间 2026 年 1 月 18 日，美国科技创投圈知名人士 Jason Calacanis 在 X 平台抛出重磅观点："未来 没人会记得特斯拉造过汽车，人们只会记得它量产了 10 亿台 Optimus 人形机器人"。 这一论断迅速得到特斯拉 CEO 埃隆・马斯克的正面回应，后者直言 "这一愿景很可能成真"。马斯克同时明确 表态，特斯拉将全面聚焦 Optimus 人形机器人研发与量产，这项业务有望推动公司估值突破 25 万亿美元， 成为全球顶尖机器人巨头，且机器人业务的价值占比将远超当前的汽车板块。 数据援引新华网 1月3日披露 值得注意的是，特斯拉此番战略转向的背后，是其汽车主业面临的严峻增长压力。 2025 年，特斯拉交出了一 份近年最差经营成绩单：全球汽车销量首次被比亚迪超越，且销量连续两年下滑，净利润大幅缩水，新能源汽 车核心业务增长陷入瓶颈。 公开数据显示， 2025年特斯拉全球交付汽车163.6万辆，同比下降8.6%，连续两年销量下滑，且首次在全年 电动汽车销量比拼中不敌比亚迪，全球市场领先地位岌岌可危。 欧洲市场成为下滑重灾区， Statista数据显示，2025年一季度特斯拉在德国、瑞典、 ...

Core Viewpoint - The article emphasizes the urgency for individuals to adapt to the rapidly evolving AI landscape, highlighting that significant opportunities are emerging in AI infrastructure and applications, particularly in light of recent statements from industry leaders at the Davos Forum [1][2]. Group 1: AI Infrastructure Investment - AI investment is projected to exceed $100 billion globally by 2025, with future infrastructure needs amounting to trillions of dollars, indicating a shift from speculative investments to foundational infrastructure [5]. - The "five-layer cake theory" presented by Huang Renxun outlines the hierarchy of AI development, starting from energy and chips to data centers, AI models, and applications, suggesting that investment is moving towards essential infrastructure [5][6]. - The demand for skilled labor in AI infrastructure roles, such as data center operations and energy engineering, is expected to rise significantly, with salaries for technical workers in the U.S. nearing six figures [5][6]. Group 2: China's Power Advantage - By 2026, China's electricity production capacity is expected to be three times that of the U.S., providing a competitive edge in AI development due to lower energy costs [9]. - The rise of Chinese open-source AI models, which have gained a significant share of global downloads, is attributed to the country's robust power infrastructure and cost-effective computing capabilities [9][10]. - The establishment of a $60 billion AI fund in China aims to leverage this energy advantage into a competitive industrial edge, moving beyond mere concept speculation [9][10]. Group 3: AI as a Necessity - AI is transitioning from a luxury technology to a basic necessity, akin to utilities like water and electricity, with its marginal cost approaching zero [12][13]. - Companies are struggling to integrate AI into their workflows, highlighting a demand for consulting and training services to help businesses effectively utilize AI tools [12][13]. - The ability to use AI to solve practical problems will become essential for employees, making AI skills a requirement rather than an optional asset [12][13]. Group 4: Robotics and Service Ecosystem - Predictions indicate that the number of robots will surpass humans, with initial applications focusing on labor-shortage areas such as childcare and elder care [15][16]. - The service ecosystem surrounding robotics, including maintenance, software updates, and customization, presents significant business opportunities [15][16]. - China's comprehensive manufacturing supply chain positions it well to capitalize on the robotics market, particularly in components and application development [16]. Group 5: Open Source Ecosystem Opportunities - The shift towards open-source AI models in China contrasts with the closed-source approach of many U.S. companies, creating opportunities for smaller developers to innovate [18][20]. - The availability of open-source models allows for cost-effective development of niche applications, enabling small teams to create marketable products without extensive resources [20][21]. - The long-tail market for AI applications in China is just beginning, with vast potential for addressing diverse consumer needs [21]. Group 6: Actionable Directions for Individuals - Professionals are encouraged to integrate AI tools into their workflows systematically, aiming to become part of the 20% who effectively utilize AI [22]. - Entrepreneurs and career changers should focus on AI implementation services and vertical application development, which have high demand and low entry barriers [22]. - Students and those interested in deep learning should pursue skills at the intersection of AI with energy or robotics, preparing for future market demands [22].