Tesla Inc. (NASDAQ:TSLA) and Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) unit Waymo are among the top companies working to solve autonomous driving, but their approaches remain different.Focus On SafetyDuring an interview with Business Insider, Waymo’s vice president of onboard software, Srikanth Thirumalai, argued that the standard for autonomous driving should exceed human capabilities."I think the bar is higher than human driving. Given where the technology is right now, the question is what is it going t ...

Core Viewpoint - Tesla Inc. has introduced a limited-time offer allowing customers to transfer their Full Self-Driving (FSD) feature to a new Tesla vehicle, available for orders placed by March 31, 2026 [1][2]. Group 1: FSD Transfer Program Details - The FSD transfer program is available for customers who place an order for a new Tesla vehicle by the specified deadline [2]. - Only the new vehicle will have access to the FSD feature after the transfer from an existing vehicle [2]. Group 2: Eligibility Details - Customers must be the legal owner and registrant of the current vehicle with FSD purchased outright to qualify for the transfer [3]. - Both vehicles must be under the same Tesla Account, and all terms and conditions must be agreed upon before delivery [3]. - Vehicles under active lease, business, commercial, or pre-owned orders are not eligible for the transfer program [3]. Group 3: Additional Conditions - The transferring vehicle must not be involved in any pending cancellation or buyback requests or have outstanding liens or balances [4]. Group 4: Recent Updates on FSD - This announcement follows updates regarding Tesla's FSD transfer policies, including the conclusion of the free FSD transfer service at the end of March [5]. - Customers taking delivery between April 24, 2025, and March 31, 2026, may be eligible for free transfers [5].

Core Viewpoint - Tesla's CEO Elon Musk acknowledges that reaching a $100 trillion valuation is a challenging yet possible goal, requiring significant effort and favorable circumstances [1][2]. Group 1: Current Valuation and Future Goals - Tesla's current market capitalization is $1.5 trillion, indicating a need for a 65-fold increase to reach the $100 trillion target [1]. - Musk's vision for Tesla extends beyond electric vehicles to include robotaxis, humanoid robots, energy storage, and manufacturing [1]. Group 2: Potential Growth Areas - The robotaxi market is projected to be worth $10 trillion by 2030, which could significantly enhance Tesla's valuation [3]. - The humanoid robot market is estimated by Morgan Stanley and Citi to be between $5 trillion and $7 trillion [3]. - Musk aims to produce 100,000 units of the Optimus humanoid robot monthly within five years, potentially generating $30 billion in annual revenue [3]. - Tesla deployed 14.2 GWh of energy storage in the last quarter and 46.7 GWh over the past year, indicating growth in this sector [3]. Group 3: Executive Compensation - In November 2025, Tesla shareholders approved a trillion-dollar pay package for Musk, linking his compensation to the company's advancements in AI and robotics [4]. - Musk has defended his compensation package against criticism, pointing out the contradiction in claims of Tesla's overvaluation while questioning his stock awards [4].

Key Insights - Temu and SHEIN have suspended their cross-border operations in Turkey, shifting towards localized operations due to regulatory changes [5] - Hungarian Post has signed a memorandum of understanding with Temu to enhance cross-border logistics cooperation [6] - TSMC's 2nm production capacity has been fully booked by major tech companies, indicating strong demand for advanced semiconductor technology [7] - Hesai Technology has partnered with Grab to accelerate the deployment of LiDAR technology in Southeast Asia [8] - Anta is set to open its first store in the United States, marking a significant step in its global expansion strategy [10][13] - Baiotai has signed a licensing agreement for its BAT3306 injection in the Middle East and North Africa, with a potential transaction value of up to $7 million [15] - Alibaba Cloud has been recognized as the global leader in cloud service adoption for Chinese enterprises going abroad [16][18] - OpenAI's first AI headset, Dime, has been revealed, although its initial capabilities may be scaled back due to supply chain challenges [20][22] - Tesla plans to increase investments in AI hardware and energy sectors in China, with a projected capital expenditure exceeding $20 billion by 2026 [24]

风险提示 本周观点 后续政策不及预期风险；中美关系变化风险；内容上线及表现不及预期风险；宏观经济运行不及预期风险；AI 技 术迭代和应用不及预期风险；政策监管风险。 敬请参阅最后一页特别声明 1 咖啡茶饮：1）咖啡：高景气维持；行业具备β性红利，各品牌依旧积极开店；库迪结束 9.9 元活动，整体咖啡 行业价格竞争趋缓，但需关注开店带来的阶段性稀释效应。2）茶饮：略有承压；短期平台 AI 流量大战，奶茶成 为引流品，补贴以相对趋缓的节奏退坡，数据依旧具备韧性。 电商：持续承压。2025 年实物商品网上零售额 130923 亿元，增长 5.2%，占社会消费品零售总额的比重为 26.1%， 受国内消费环境影响，整体国内电商表现平淡；但关注 AI 带来的电商广告推荐提效。 流媒体平台：音乐流媒体平台为内需驱动的优质互联网资产，高性价比悦己消费，规模效应驱动盈利杠杆释放， 我们建议持续关注音乐订阅平台，估值具备性价比。 虚拟资产&资产交易平台：加密市场催化有限，资本流入疲软，币价承压。本周中国人民银行、中国证监会等八 部门联合发布《关于进一步防范和处置虚拟货币等相关风险的通知》；中国证监会公布〔2026〕1 号文件：《 ...

Investment Rating - The report maintains a "Recommendation" rating for the automotive industry, indicating a positive outlook for the sector [3]. Core Insights - The automotive industry experienced an overall increase of +0.5% from February 1 to February 7, with various companies reporting significant delivery numbers for January, including Geely with 260,000 units (+14% month-on-month), Chery with 200,000 units (120,000 units exported), and Xiaomi with over 39,000 units (+70% year-on-year) [1][2][6]. - Key developments include BYD announcing its new brand "Linghui" focused on B-end markets, Tesla's third-generation robot set to debut with a production target of one million units, and Waymo completing a $16 billion funding round [6][19][20]. Market Performance Overview - The automotive sector's secondary segments mostly saw gains, with the automotive services sector leading at +0.9%, while passenger and commercial vehicle segments rose by +0.5% and +0.4%, respectively [2][9]. - Individual stock performance varied, with notable gains for Kailong Gaoke (+72.8%), Xingmin Zhitong (+21.3%), and Yinlun Co. (+17.1%), while Spring X Precision (-13.6%) and Jingjin Electric (-10.2%) faced significant declines [12][14]. Industry Dynamics - The report highlights the automotive industry's growth potential, particularly in electric vehicles and autonomous driving technologies, with companies like Xpeng and WeRide making strides in new vehicle launches and strategic partnerships [19][22][24]. - Investment recommendations focus on companies with strong sales performance or potential blockbuster vehicles, such as BYD and Great Wall Motors, as well as commercial vehicle manufacturers like Yutong Bus and China National Heavy Duty Truck [6][19].

Group 1 - Apple's electric vehicle project "Project Titan" faced a halt after initially being pursued secretly, leading to intense recruitment efforts targeting Tesla engineers, who reportedly received offers double their current salaries without interviews [1][3] - Tesla CEO Elon Musk revealed that Tesla engineers opted to disconnect calls from Apple to avoid recruitment pressure, indicating the aggressive nature of Apple's hiring strategy [1] - Despite Apple's recruitment attempts, Tesla did not take legal action against Apple for poaching employees, contrasting with its previous actions against Rivian for similar behavior [3] Group 2 - Apple had aimed to develop a fully autonomous vehicle by 2028 but ultimately decided to abandon the project in early 2024, notifying over 2,000 employees of the termination [3] - The project underwent multiple revisions, shifting from a fully autonomous model without steering wheels or pedals to one with limited autonomous capabilities, reflecting Apple's struggle to compete with established automakers like Tesla [3] - Analyst Dan Ives from Wedbush Securities noted that the rapidly changing electric vehicle market has placed Apple at a disadvantage, with many engineers from Project Titan now redirected to Apple's AI initiatives, which are seen as a more logical allocation of resources [3]

作者：杨瑞 以下文章来源于财经三分钟 ，作者杨瑞 财经三分钟 . 4 亿中产财经资讯平台，专注深度财经商业报道。由财经媒体人杨瑞团队执笔，出品《广州租售同 权》、《北京学区房多校划片》、《国家抢占人工智能制高点》等多篇千万级刷屏文章。 来源：财经三分钟 2026年初，马斯克再陷舆论漩涡。 这一次，不是火箭发射失利，不是特斯拉销量下滑，而是一桩牵扯爱泼斯坦的性丑闻。 一封封尘封的邮件，一句来自女儿的佐证，把这位商业巨鳄推向风口浪尖。 ----------------------------- 爱泼斯坦是臭名昭著的性犯罪者，生前周旋于全球富豪圈，案件曝光后无数名人被牵扯其中，马斯 克也未能幸免。 2026年1月30日，美国司法部公布相关文件，曝光了两人2012至2013年的邮件往来，核心是协调 见面事宜。 邮件里，马斯克主动询问爱泼斯坦其加勒比海岛上哪晚有疯狂派对，还告知对方自己假期会在英属 维尔京群岛和圣巴特岛地区，询问拜访时间。爱泼斯坦当即回应愿随时接待，马斯克甚至调整行程 推迟返美以便赴约。 从内容看，马斯克表现出积极参与意愿，但外界无法确认他是否真的到访过对方私人小岛。 消息曝光后，马斯克第一时间在X平台 ...

【文/观察者网 潘昱辰 编辑/高莘】2月6日，特斯拉太阳能产品工程高级经理赛斯·温格（Seth Winger） 在领英上发帖称，该公司正在招聘新员工，以助力将特斯拉打造为美国最大的太阳能组件制造商。 特斯拉太阳能产品 东方IC 不过，根据太阳能工业协会的数据，美国目前拥有65GW的太阳能模块容量，而太阳能电池容量仅为 3.2GW。 上周，特斯拉在其位于纽约州布法罗的工厂推出了一款新型太阳能电池板。另据《中国证券报》2月4日 报道，马斯克的团队近日走访了包括TCL中环、晶盛机电等多家中国光伏企业。 此前在拜登政府时期，由于政府为清洁能源制造业提供税收优惠，美国太阳能产能大幅增长。尽管如 此，许多太阳能产业制造商的规划从未实现，并一直艰难地与来自亚洲的廉价进口产品竞争。作为将阳 光转化为能量的关键部件，太阳能电池生产流程复杂且成本高昂，而目前主导着该行业生产的正是中 国。 "我们需要大胆、雄心勃勃的工程师和科学家来帮助我们实现大规模发展。如果你想以惊人的速度解决 棘手的制造问题，并帮助美国在可再生能源发电方面取得突破，请加入我们。" 温格称。 此外，特斯拉工程总监拉尔夫·戈姆（Ralf Gomm）和负责电池制造的 ...

地方两会聚焦扩内需与强科技 [Table_Authors] 方奕(分析师) 主题风向标 2 月第 1 期 本报告导读： 热点主题交易热度回落，太空光伏走强，贵金属与资源品回调。地方两会聚焦扩内 需与强科技，叠加春节假期临近，看好：商业航天/机器人/城市更新/内需消费。 投资要点： 请务必阅读正文之后的免责条款部分 策略研究 /[Table_Date] 2026.02.08 | | 021-38031658 | | --- | --- | | | fangyi2@gtht.com | | 登记编号 | S0880520120005 | | | 苏徽(分析师) | | | 021-38676434 | | | suhui@gtht.com | | 登记编号 | S0880516080006 | [Table_Report] 相关报告 2 月金股策略：成长与价值共进 2026.02.02 进入复苏的盈利周期 2026.01.27 美联储换帅前瞻：历史复盘与影响展望 2026.01.27 增量政策聚焦城市更新与新兴科技 2026.01.26 Q4 基金动向：增配 AI 基建与价值股 2026.01.24 策 略 研 ...