Core Insights - The software industry is experiencing a significant downturn, with major companies facing massive sell-offs and a loss of nearly $300 billion in market value, approaching a trillion dollars when including losses in Europe and Asia [6][7][8] - The panic in the market is driven by the realization that traditional software may no longer be necessary, as AI technologies are emerging that can automate tasks previously performed by software [9][12][36] - Goldman Sachs is at the forefront of this shift, utilizing AI to automate accounting processes, which raises concerns about job losses in the finance sector [13][14] Group 1: Market Impact - Major software companies like Salesforce, Adobe, and Oracle are being heavily sold off, indicating a loss of confidence in their future profitability [6][7] - The term "SaaSpocalypse" has been coined to describe the potential collapse of the SaaS business model as AI agents can perform tasks without the need for traditional software [36][39] - The market is reacting to the fear that AI could replace many entry-level positions in accounting and compliance, leading to a significant restructuring in the workforce [14][36] Group 2: AI Integration - Goldman Sachs has developed AI systems that can handle complex tasks in accounting and compliance, which traditionally required significant human labor [13][14] - OpenAI is also rapidly advancing its AI capabilities, with tools like Codex taking over substantial coding responsibilities, indicating a shift in how software development is approached [17][20] - The integration of AI into business processes is expected to create a new paradigm where software is not just a tool but an integral part of operational workflows [39][41] Group 3: Future Outlook - Experts predict that while not all software will disappear, many superficial applications will lose their value as AI becomes capable of performing their functions [38][39] - The future of software may involve a combination of robust data systems and flexible AI agents, transforming the role of humans from operators to overseers [39][41] - The current upheaval in the software industry is seen as a necessary evolution rather than an end, with potential for new opportunities and innovations to emerge [41][45]

此外，韦德布什证券公司分析师此前曾预计，2026年底特斯拉市值在牛市情境下或达2万亿美元。 免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。 来源：观点地产网 观点网讯：2月9日，特斯拉CEO马斯克于周末表示，特斯拉市值有朝一日可能达到100万亿美元，但需 要付出巨大的努力与十足的运气。 有网友表示，特斯拉当前市值为1.5万亿美元，若要达成100万亿美元的目标，市值需增长65倍。马斯克 回应称，这一目标并非完全不可能，但实现难度极大。 ...

智通财经APP获悉，中信证券发布研报称，马斯克下注光伏制造，为轨道算力和AI供电铺路。中国头部光伏设备厂商具备极强的高效迭代和快速响应能 力，有望跻身特斯拉和SpaceX等相关设备供应链，并收获高额订单，打开全新成长空间。此外，太空光伏设备或具备明显"通胀"效应，价值量或将实现跃 迁式提升。重点推荐光伏设备龙头。 中信证券主要观点如下： SpaceX剑指轨道算力，太空光伏需求增长或远超想象。 SpaceX引领商业航天发展，加快星链(Starlink)建设和卫星升级，并申请部署百万颗卫星，正式进军太空数据中心。太空光伏是现阶段卫星和轨道算力的唯 一能源，其需求增速和市场空间有望迎来指数级增长。测算在保守情景下，2030年全球太空光伏需求量和市场空间或分别达1GW和800亿元以上;在乐观情 景下，2030年全球太空光伏需求和市场空间或分别达70GW和近3万亿元。预计未来5年，太空P型HJT和钙钛矿电池市场成长空间或达百倍、甚至千倍以 上。 马斯克下注光伏制造，光伏设备龙头迎重大机遇。 马斯克在2026年达沃斯论坛透露，特斯拉和SpaceX或分别基于地面用电和太空光伏需求规划在未来几年各建100GW光伏上下游制造产 ...

Investment Rating - The report indicates a positive investment outlook for the humanoid robotics industry, highlighting significant advancements and commercialization efforts expected in the coming years [4]. Core Insights - The humanoid robotics sector is experiencing accelerated growth, with Tesla's third-generation humanoid robot, Optimus V3, set to be unveiled soon, aiming for an annual production of one million units. This robot is designed to learn new skills through observation of human behavior [2][27]. - The release of the Bolt humanoid robot by Jingzhi Technology marks a significant achievement, as it is now the fastest humanoid robot globally, capable of running at 10 meters per second, showcasing advancements in dynamic balance and motion control [2][30]. - The Beijing Humanoid Robot Innovation Center has successfully completed over 700 million yuan in market financing, indicating a shift towards market-oriented operations and the development of core platform technologies [3][36]. Summary by Sections Industry Dynamics - The report notes a shift from policy guidance to commercial implementation, with the humanoid robotics industry poised for long-term growth. Key events include the release of the Bolt robot and the announcement of Tesla's Optimus V3 [9][10]. - The central government's focus on integrating AI with agriculture and expanding applications for drones, IoT, and robotics is expected to drive industry growth [10][11]. Humanoid Robotics - Tesla's Optimus V3 is anticipated to be a versatile humanoid robot capable of learning tasks through human interaction, with a production target of one million units [27]. - Jingzhi Technology's Bolt robot has set a new benchmark in speed for humanoid robots, which could enhance applications in emergency response and industrial operations [30]. - The Beijing Humanoid Robot Innovation Center's financing will support the development of autonomous and user-friendly humanoid robots, emphasizing collaboration within the industry [36][37]. Core Components - Lingxin Qiaoshou has signed a strategic cooperation agreement with Fulai New Materials to procure 100,000 tactile sensors, aiming to enhance the capabilities of humanoid robots [3][4]. - The report highlights the importance of technological advancements in electric drive technologies and new materials, which are critical for the evolution of humanoid robotics [4]. Investment Recommendations - The year 2026 is identified as a pivotal moment for humanoid robotics, with expectations for mass production and significant market entry by leading companies [4]. - Key areas of focus include the convergence of Tesla's supply chain, technological iterations, and opportunities within domestic and international markets [4].

Group 1 - Tesla's future focus is on AI, autonomous driving, and robotics, with plans for a Robotaxi within five years and expansion of solar battery manufacturing in the U.S. [2] - Stellantis acknowledges a strategic miscalculation with a €22 billion write-down, adjusting its operations by exiting battery joint ventures and halting electric pickup production, expecting a net loss of €21 billion by late 2025 [2] - Bithumb, a major South Korean cryptocurrency exchange, experienced a significant error during a reward event, mistakenly distributing 620,000 bitcoins, leading to a temporary price drop of nearly 18% [3] Group 2 - Yongtai Technology announces that CATL will become a shareholder, aiming to enhance collaboration in lithium battery materials [5] - Meitu expects a 60%-66% increase in net profit by 2025, driven by AI advancements in image processing and expansion of paid services [6] - Baidu faces a lawsuit for generating false criminal information via AI, raising discussions on AI content generation liability [6] - Xiaoma Zhixing partners with Moore Threads to apply domestic AI computing power in autonomous driving, enhancing technology development capabilities [6] - Sunwoda's major shareholder signs a restructuring agreement with Anhui Guowei Group, which plans to invest nearly ¥7.2 billion, potentially enhancing resource integration [6] Group 3 - SpaceX merges with xAI to create a company valued at $1.25 trillion, leveraging SpaceX's financial stability to support AI initiatives [8] - Apple plans to launch several new products in March, including the iPhone 17e and iPad 12, with a focus on AI strategy and Siri upgrades [8] - Netflix is pursuing an $83 billion acquisition of Warner Bros. Discovery, facing antitrust scrutiny amid competitive offers from Paramount [8] - Intel and AMD inform Chinese clients about CPU supply shortages, with delivery times extending up to six months and price increases of over 10% for certain products [9] Group 4 - Samsung Electronics aims to mass-produce sixth-generation high-bandwidth memory (HBM4) by mid-February, becoming the first to do so globally [11] - Crypto.com founder purchases the domain "AI.com" for $70 million, marking a record in domain transaction prices [11] - Japan's Sojitz Corporation introduces a new fungicide with a 97% import registration in India, showcasing innovative mechanisms and broad-spectrum efficacy [11] - Fujifilm will cease sales of certain printing machines in Europe due to profitability challenges, while retaining other product lines [11] - Genesis announces a strategic shift to enhance its high-end brand attributes through a new platform and design approach [11]

要闻提示 NEWS REMIND 1.马斯克：若没有AI和机器人，美国1000%会走向破产 2.天涯社区宣布重启：6月1日恢复访问！1999元招募创世成员 4.千问App又崩了，官方发文回应：热度太高有点堵，求放过 5. 赛力斯"减重"，剥离"不良资产"蓝电 6.米哈游发布反舞弊通报：3名员工获刑，24家供应商被列入黑名单永不合作 7.被欧盟认定存在上瘾式设计，不改可罚款数十亿美元！TikTok回应：调查结果完全错误 8.秘密照片曝光：爱泼斯坦与马斯克、扎克伯格等共进晚餐 今日头条 HEADLINE NEWS 马斯克：若没有AI和机器人，美国1000%会走向破产 2月8日消息，特斯拉CEO埃隆·马斯克日前在一场播客访谈中，再次就美国债务问题发出严厉警告，明确 表示若没有AI和机器人技术的支撑，美国将1000%走向破产，陷入衰落。马斯克说，"除此之外，没有任 何其他办法能够解决国家债务问题。我们需要足够的时间来部署AI和机器人，避免在此之前就陷入破产境 地。" 访谈中，有提问者质疑，既然马斯克认为技术能推动经济增长、减轻债务负担，为何其在担任政府效率部 （DOGE）负责人期间仍大力削减开支。对此，马斯克回应称， ...

大家早上壕！ 先看海外要闻： 美国消费者信心创六个月新高，逢低买入推动美股周五反弹，道指涨2.47%，纳指涨2.18%，标普500指数涨1.97%。 黄仁勋称AI需求极度高涨，英伟达大涨7%，芯片股指飙升5.7%。软件ETF反弹3.5%。亚马逊绩后跌5.6%、但较周四盘后跌幅收窄。半导体台积 电、阿斯麦涨近5%，光通信lumentum涨9.4%，存储公司西部数据涨8%，博通涨超7%，特斯拉涨超3%，谷歌跌超2%。 纳斯达克金龙中国指数收涨3.71%，世纪互联涨超10%，万国数据涨8.88%，蔚来涨7.23%，理想涨6.63%，小马智行涨超9%，阿里涨3%。 美债收益率全线走高，10年期上行近3基点，2年期收益率涨5.54基点。美元日内跌0.3%，但全周收涨0.56%、两周连涨。 国内重大事件汇总： 1、央行等八部门联合发布《关于进一步防范和处置虚拟货币等相关风险的通知》。通知指出，虚拟货币不具有与法定货币等同的法律地位，境 内外任何单位和个人不得在境外发行挂钩人民币的稳定币。在境内开展现实世界资产代币化活动，应予以禁止。 2、中国央行黄金储备十五连增，1月环比增持4万盎司，增持节奏略有加快。 3、证监会发布《 ...

长江商报消息 ●长江商报记者 黄聪 公司高管代表着企业形象，而智己汽车联席CEO刘涛的多次表现，对企业形象造成影响。 然而，2023年5月，根据交警部门作出的事故责任认定书及相关司法鉴定意见，潮州事故并非特斯拉刹车失灵所 致。 长江商报记者发现，刘涛曾多次因行为失当、产品质量问题而公开道歉。 销量方面，2025年，智己汽车销量达8.1万辆，同比增长23.68%，仅完成销量目标的81%。公司销量已连续三年不 及目标。 2026年1月，智己汽车销量达4647辆，同比增长65.96%，涨势喜人。但相比2025年12月销售1.18万辆汽车，公司汽 车销量环比下滑约61%。 刘涛就不当言论向特斯拉道歉 2月4日晚间，在社交平台上，智己汽车联席CEO刘涛就此前言论向特斯拉道歉。 2月4日晚间，在社交平台上，智己汽车联席CEO刘涛就此前言论向特斯拉道歉。 2022年11月17日，就当时发生在潮州的一起重大交通事故，刘涛根据当时有限的公开信息，发表了一篇微博，认 为事故中特斯拉产品存在安全隐患。 2022年11月17日，在潮州发生了一起重大交通事故，根据当时有限的公开信息，刘涛发表了一篇微博，认为事故 中特斯拉产品存在安全隐 ...

据《环球时报》英文版报道，特斯拉CEO埃隆·马斯克近日表示，人工智能的计算能力和能源供应将成 为技术发展的最大挑战。他指出，如果美国"缺乏突破性创新"，中国将在人工智能、电动汽车和人形机 器人等领域"完全占据主导地位"。 这些言论是在最近一次三小时的播客访谈中发表的。在访谈中，马斯克谈到了人工智能、制造业、人形 机器人以及不断演变的中美科技竞争格局。 马斯克表示："中国在制造业方面非常先进。只是在少数几个领域还存在不足。"他将中国描述为"一个 处于更高水平的制造业强国"。 他以矿石提炼为例，估计中国的矿石加工量大约是世界其他地区总和的两倍。马斯克表示，中国人口大 约是美国的四倍，而且拥有更强的职业道德，"我们在人力方面肯定无法取胜，但在机器人领域，我们 或许有机会。" 马斯克高度评价了人形机器人在制造业中的战略重要性，尤其是在那些持续进行、全天候运行的工业生 产中。"一开始，最实用的机器人将会是任何连续性的生产操作——任何 24 小时不间断的生产操作—— 因为这样它们就能持续工作了，"他说道。 马斯克表示，电力产出是衡量经济状况的一个合理指标。他估计，中国的电力产出将超过美国的三倍， 这意味着中国的工业产能大 ...

每经记者｜杨建 每经编辑｜肖芮冬 ｜2026年2月9日 星期一｜ NO.3 特斯拉据悉正在美布局多州建厂，以扩张太阳能电池制造版图 2月7日，据知情人士透露，特斯拉正评估美国多个选址，计划扩大太阳能电池制造业务，目标在未来三 年内实现每年100吉瓦的太阳能制造能力。知情人士补充称，特斯拉计划扩大纽约州布法罗工厂产能至 10吉瓦，并可能在纽约州建设第二座工厂，亚利桑那州和爱达荷州也在备选名单中。 NO.4 美"猎鹰9"火箭获准复飞，将执行"龙"飞船载人发射任务 美国联邦航空局2月6日称，对美太空探索技术公司的"猎鹰9"火箭相关任务异常的调查已结束。调查确 认，该事件未造成人员伤亡或公共财产损失，美联邦航空局已批准"猎鹰9"火箭恢复飞行。该火箭将按 期执行最新一期"龙"飞船载人发射任务。 NO.5 中国"海底空间站"成功应用 据中国铁建消息，中国"海底空间站"成功应用。2月6日上午，世界最长海底高铁隧道迎来新进展，历经 22天作业，国产首台盾构饱和带压进仓设备"深海空间站"，在中铁十四局承建的甬舟铁路金塘海底隧道 宁波侧完成"首秀"，成功实施75米深高压环境盾构进仓作业，累计换刀46把，标志着我国自主研发盾构 饱 ...