周末商业航天、AI算力、太空光伏又迎利好。 马斯克近期在社交平台上的一则动态引发了航天界的广泛关注。他表示，SpaceX将把重心转向在月球和火星上建设城市，其中优先级将倾向月球。 另一个备受关注的消息是，特斯拉正在加速太阳能制造，力争实现"年产100吉瓦太阳能电池"的目标。据外媒报道，特斯拉正在评估扩产光伏产能的多个选 项。 今日商业航天、太空光伏、BC电池等相关赛道全线大涨。个股上，聚和材料、协鑫集成、TCL中环、苏州固锝、飞沃科技等多股涨停。 | 板块名称 | 张唱 | 1分钟涨速 | 主力浄量 | 王力金额 | 涨停数 | | --- | --- | --- | --- | --- | --- | | Sora概念文生 ... | +6.00% | +0.05% | 11.49 | +55.50 7 | 6 | | 影视院线 | +5.96% | 40.03% | 9.21 | +19.92 7 | 5 | | 短剧游戏 | +5.17% | +0.02% | 4.45 | +40.98 7 | 10 | | BC电池 | +4.96% | -0.04% | 3.76 | +35.99 7 | प | ...

来源：环球网 【环球网科技综合报道】2月9日消息，据Teslarati报道，特斯拉CEO埃隆·马斯克在采访中表示，在苹果 公司开发其现已终止的电动汽车项目"Project Titan"期间，特斯拉的工程师每天都会拒接苹果公司的电 话。 他表示，"苹果公司像地毯式轰炸一样向特斯拉打招聘电话，连面试都不面试就直接开出了特斯拉两倍 的薪酬。" 早在 2022 年和 2023 年，苹果公司就以高度保密的方式进行内部研发，希望在 2028 年推出配备完全自 动驾驶套件的电动汽车。然而，苹果公司在2024年初放弃了Project Titan，该公司在一封发给2000多名 员工的邮件中宣布终止该项目。 外媒称，苹果公司竭尽所能开发一款有竞争力的电动汽车，以吸引购车者，包括试图从特斯拉挖走顶尖 人才。苹果公司为其项目招募了一些前特斯拉员工，例如工程高级总监迈克尔·施韦库奇博士，他最终 离开了特斯拉，加入了 Archer Aviation 公司。 外媒表示，特斯拉并未像对待其他公司那样，就苹果试图挖走其员工一事对苹果采取法律行动。此前， 其电动汽车竞争对手Rivian在2020年曾表示，他们注意到苹果存在"令人担忧的挖角模式" ...

一、行情回顾 市场全天高开高走，沪指涨超1%，重返4100点上方，深成指涨超2%，创业板指涨近3%。AI应用端表现活跃，三六零、中文在线等多股涨停。CPO等算力硬 件股爆发，杰普特、长飞光纤等涨停创新高。光伏板块延续涨势，金晶科技、TCL中环等涨停。个股呈现普涨态势，沪深京三市超4600股飘红，今日成交 2.27万亿。 二、当日热点 1.光通信 光通信板块今日大涨，CPO概念杰普特、天通股份等涨停，天孚通信大涨超17%，股价创历史新高。此外，光纤概念长飞光纤涨停；光模块兆驰股份涨停， 新易盛、中际旭创等反弹。 当地时间2月5日，美股科技公司集体大涨，英伟达涨7.87%，半导体台积电、阿斯麦涨近5%，光通信lumentum涨9.4%，其中光通信龙头Lumentum表示新获 CPO数亿美元增量订单，股价创历史新高，另一全球光子学领导企业之一 Coherent最新财报显示，数据中心业务订单出货比超4倍，可见性延伸至2027年， 同时获CPO超大订单，1.6T光模块加速放量，OCS积压订单也增长。 | 股票名称 | | 最新价 | 涨跌幅 | 涨停时间 | 换手率 | 流涌市值 | | | --- | --- | - ...

Core Insights - Tesla is making progress on the rollout of its Full Self-Driving (FSD) technology in China, although no specific launch date has been announced yet [1][5] - The global cumulative mileage for Tesla's FSD has surpassed 7.5 billion miles (approximately 12 billion kilometers), with the latest version 14 showing strong performance [6] - Tesla's capital expenditure plan for 2026 exceeds $20 billion, focusing on AI hardware and software, as well as energy solutions [8] Group 1: FSD Development in China - Tesla's Vice President Tao Lin stated that the FSD rollout in mainland China is progressing steadily, including the establishment of local training centers [1][5] - The FSD technology has received "partial approval" in China, with expectations for full approval by February or March 2026, although some reports have disputed this timeline [6] - The company is adapting its FSD technology to handle the unique road conditions in China, with local training centers dedicated to this task [2][6] Group 2: Collaboration and Licensing - Tesla is open to licensing its autonomous driving technology to other automakers, promoting an open and collaborative industry environment [3][7] - The company believes that sharing its technology can accelerate the arrival of fully autonomous driving, especially since not all automakers have the capability to develop such technology independently [7] Group 3: Capital Expenditure and Energy Focus - The $20 billion capital expenditure plan includes investments in AI and energy sectors, with a commitment to enhancing local capabilities in China [8] - Tesla has already deployed local training centers in China for FSD optimization and has signed significant Megapack orders in various regions, indicating a strong focus on energy solutions [8]

"特斯拉在中国自建了算力中心，FSD在中国训练"。 这是特斯拉副总裁陶琳近期在群访中，对"FSD入华"相关问题的最新回应。她在采访中并没有明确FSD正式入华的时间表，但是却预告Robotaxi有望在5年 内落地中国。 几乎在陶琳接受采访的同一时间，有网友发现，特斯拉在上海已开招AI原生科学家，并且将该岗位标注为： 急！ FSD在华训练，5年内Robotaxi落地中国 陶琳在特斯拉交流会上分享的内容，主要围绕"FSD入华"展开，这也是行业目前最关心的话题之一。 在陶琳看来，虽然FSD现在还没有在中国正式推出，但特斯拉一直在针对中国市场调优适配。目前数据出境的相关限制，不会影响到FSD，因为特斯拉在 中国已经自建了算力中心，所以FSD在中国就能训练，数据不需要出境。 不过由于法规限制，特斯拉算力中心训练的数据并非采集自中国车主。陶琳透露，FSD针对中国的一些本地化调优，利用的是现成资料，比如道路标志和 转弯规则，不一定需要采集真实道路数据。 虽然FSD完全入华的时间尚不明确，但特斯拉已对此进行了长期规划。陶琳在交流会上预计，5年内特斯拉Robotaxi有望在中国落地，不追求开城数量和 订单量。 虽然本地适配等各项 ...

格隆汇2月9日｜据特斯拉微博消息，赛博无人驾驶电动车Tesla Cybercab将在得州超级工厂开启量产并 投入运营。 ...

Market Performance - The three major A-share indices collectively rose, with the Shanghai Composite Index increasing by 1.41% to close at 4123 points, the Shenzhen Component Index up by 2.17%, and the ChiNext Index rising by 2.98% [1] - The total market turnover reached 2.27 trillion yuan, an increase of 106.7 billion yuan compared to the previous trading day, with over 4600 stocks rising [1] Solar Industry Highlights - The photovoltaic equipment sector showed strong performance, with stocks like Juhe Materials and TCL Zhonghuan hitting the daily limit [1] - Multiple photovoltaic ETFs, including Guotai, E Fund, and Huaxia, saw gains exceeding 3.5% [1][2] - The Guotai photovoltaic ETF reported a year-to-date increase of 19.17%, with an estimated scale of 627 million yuan [2] Tesla's Solar Initiative - Tesla is hiring to support Elon Musk's plan to become the largest solar module manufacturer in the U.S., aiming for a domestic solar power generation project of 100 GW [3] - The company is evaluating multiple locations across the U.S. for solar cell production [3] - The demand for space photovoltaic systems is expected to grow exponentially, with Chinese leading photovoltaic equipment manufacturers likely to benefit from this trend [3][4] Industry Outlook - The space computing sector is anticipated to open new growth opportunities for the photovoltaic industry, with a focus on long-term growth driven by the integration of AI and solar power [4][5] - The cost of launching reusable rockets is decreasing, and the construction of low-orbit satellite constellations is maturing, which will enhance the demand for solar energy in space [5] - Domestic photovoltaic equipment and material companies are expected to continue securing overseas orders due to their technological advantages and cost efficiency [5]

Group 1 - Ark Invest's Cathie Wood has included Tesla stock in her space ETF for the first time, indicating a potential bet on a merger between Tesla and SpaceX [1] - Tesla is actively advancing its Optimus humanoid robot project, which may contribute to extraterrestrial civilization development, possibly influencing Ark Invest's decision to include Tesla in the space ETF [1] - Wood has expressed that Tesla's long-term ambitions across multiple industries could lead to a market capitalization of $100 trillion [1] Group 2 - As of February 6, 2026, the ARK Space and Defense Innovation ETF (ARKX) holds 35,766 shares of Tesla, with a market value of $14.2066 million, representing approximately 2.01% of the fund's portfolio [1]

Core Viewpoint - Space is predicted to become the preferred location for AI infrastructure within 30 to 36 months, with annual AI computing power in space expected to exceed the cumulative total on Earth within five years [1][12][20]. Group 1: AI and Space Infrastructure - The total intelligence of AI may surpass human intelligence within five to six years, with human intelligence potentially constituting less than 1% of all intelligence [2][25]. - Companies entirely composed of AI and robots are expected to outperform any company with human involvement [2][31]. - The energy supply is a critical factor for building data centers in space, as energy production outside of China is stagnating while chip production is rapidly increasing [3][6]. Group 2: Energy and Cost Efficiency - Solar panels in space can generate power at five times the efficiency of those on Earth, eliminating the need for batteries, thus reducing costs significantly [4][9]. - The cost of solar panels is currently around $0.25 to $0.30 per watt in China, and costs could decrease by up to tenfold when deployed in space [9][23]. - The average electricity consumption in the U.S. is about 500 GW, and achieving 1 TW of power generation in space would require significant advancements in energy production [5][20]. Group 3: Challenges in Energy Production - Building power plants is complex, requiring extensive infrastructure and facing regulatory hurdles, which slows down the process [6][10]. - The demand for electricity for data centers is underestimated, with actual needs being much higher due to cooling and maintenance requirements [10][21]. - The U.S. is facing a bottleneck in energy production, which could hinder the launch of large-scale AI chip operations [21]. Group 4: Manufacturing and Supply Chain - The manufacturing of chips is constrained by existing foundries, which are unable to meet the growing demand for AI chips [19][18]. - There is a significant backlog in turbine orders, which complicates the establishment of new power generation facilities [11][12]. - SpaceX and Tesla aim to produce 100 GW of solar panels annually, controlling the entire supply chain from raw materials to finished products [8][34]. Group 5: Competitive Landscape - Without breakthrough innovations in the U.S., China is poised to dominate the AI and manufacturing sectors [2][37]. - China's energy production is projected to exceed that of the U.S. by three times, indicating its industrial capabilities [37]. - The U.S. faces challenges in maintaining a competitive edge due to lower birth rates and a declining workforce, making advancements in robotics and AI crucial [36][37].

Core Insights - Cathie Wood's Ark Space & Defense Innovation ETF (ARKX) has made its first purchase of Tesla shares, acquiring 35,766 shares, which represents 1.99% of the ETF's total assets, raising speculation about potential restructuring within Elon Musk's business empire [1][2][3] Group 1: Investment Actions - The purchase of Tesla shares by ARKX marks the first time the fund has included Tesla in its space and defense investment portfolio, occurring at a critical time when reports suggest a merger between SpaceX and xAI has been completed [1][2] - This rare buying behavior highlights the limited public investment channels into SpaceX and suggests potential capital operations, as a merger with Tesla would require complex regulatory reviews and shareholder approvals [2][8] Group 2: Investment Rationale - Market interpretations of ARKX's purchase suggest two main motivations: one being a strategic positioning for a potential shareholder vote on a merger between Tesla and SpaceX/xAI, and the other being based on fundamental logic related to Tesla's advancements in robotics, particularly the development of the Optimus robot [3][9] - The ETF has identified "adaptive robotics" as a core investment theme, aligning with Tesla's efforts to leverage robotics technology for broader goals, including space exploration [3][9] Group 3: Holdings Overview - This acquisition reinforces Ark Invest's position as a strong supporter of Musk's companies, with Tesla being a major holding in several of Ark's ETFs, including ARK Innovation ETF (ARKK), ARK Next Generation Internet ETF (ARKW), and ARK Autonomous Technology & Robotics ETF (ARKQ), with holdings of approximately 10.99%, 10.39%, and 9.93% respectively [4][10] - Ark Venture Fund also holds significant stakes in Musk-related companies, with SpaceX as the largest holding at 11.23%, followed by xAI at 6.31%, and Tesla at 1.05% [4][10] Group 4: Market Sentiment - Analysts on Wall Street are closely monitoring the potential for Musk to consolidate his business empire, with investor Chamath Palihapitiya suggesting a "reverse merger" of SpaceX into Tesla, and Wedbush analyst Dan Ives noting an increasing likelihood of a merger between Tesla and the newly formed SpaceX/xAI entity [5][12] - The growing AI ecosystem is seen as a logical foundation for such a merger, although it would require shareholder approval and regulatory scrutiny [5][12] Group 5: SpaceX Investment Landscape - SpaceX remains one of the largest private companies globally, with limited avenues for public investment, primarily through Ark Invest's funds or by holding shares in publicly traded companies like Bank of America, Alphabet, and EchoStar [6][13] - While Musk has hinted at an IPO for SpaceX, no formal documents have been submitted, with speculation suggesting a potential IPO could occur as early as June 2026 [6][13]