2026.02. 06 （注：我们会对线索进行核实。您的隐私将严格保密。） 本文字数：455，阅读时长大约1分钟 据第一财经此前报道， 2月2日，特斯拉官方微博宣布，第三代特斯拉人形机器人即将亮相，预计年产百万台。第一财经记者从特斯拉内部人士处获悉，美国弗里 蒙特工厂的Model S/X生产线将改为人形机器人产线，预计2026年底前启动量产，最终规划年产能为100万台。因为特斯拉人形机器人拥有完全独立的供应链，所有 部件均基于第一性原理设计，其量产爬坡期预计比汽车产品更长。 第一财经持续追踪财经热点。若您掌握公司动态、行业趋势、金融事件等有价值的线索，欢迎提供。 专用邮箱：bianjibu@yicai.com 来源 | 第一财经、 红星新闻、特斯拉官方微博 2月6日，特斯拉宣布：Model S/X 现车上新， "最后的入手机会"来了。 我们将持续为所有Model S/X车主提供支持与服务，感谢与特斯拉一路同行的每一 位车主。 特斯拉还宣布ModelS/X产线将改造升级，用来生产特斯拉人形机器人。 微信编辑 | 苏小 推荐阅读 李亚鹏，一夜卖了1.6亿元茶 ...

Core Viewpoint - Tesla is poised for significant growth in its robotaxi business, with CEO Elon Musk expressing optimism about the company's long-term future and the potential to dominate the robotaxi industry [1][2][4]. Group 1: Robotaxi Business Potential - Tesla's robotaxi service has already launched in Austin, Texas, and is expected to expand significantly across the U.S. by the end of this year [5]. - The company aims to compete with Alphabet's Waymo, which currently averages 450,000 paid rides per week, indicating a competitive landscape in the robotaxi market [5]. Group 2: Market Performance and Valuation - Tesla's current market capitalization stands at $1.3 trillion, with a gross margin of 18.03% and a trailing earnings multiple of 390, which is significantly higher than the S&P 500 average of 26 [6][7]. - The stock's price has fluctuated between $214.25 and $498.83 over the past year, reflecting its volatility and high valuation [7]. Group 3: Investor Sentiment and Caution - Investors are advised to be cautious regarding Musk's optimistic projections, as past predictions have sometimes fallen short [8]. - The anticipated widespread growth of the robotaxi business could serve as a catalyst for Tesla's stock this year, but a wait-and-see approach is recommended rather than immediate investment based on expectations [9].

Group 1 - The core viewpoint is that the accumulating national debt is pushing the United States towards bankruptcy, and the only way out is through AI and robotics technology [1] - Elon Musk praised China's manufacturing capabilities and predicted a significant influx of Chinese-made electric vehicles into the global market, emphasizing that China is an energy powerhouse [3] - Musk stated that China will lead the world in AI computing capabilities, attributing this advantage to its power supply [5] Group 2 - Musk believes that U.S. export controls on semiconductors to China may become less significant over time, as China will "solve the chip problem" [6] - He mentioned that even if China cannot access the most advanced chip designs, it could still narrow the AI technology gap due to diminishing marginal returns in cutting-edge chip performance [6] - Musk's team has been exploring the Chinese photovoltaic industry, with reports of orders from a heterojunction equipment manufacturer, indicating ongoing collaboration with Chinese firms [6]

Market Overview - Global markets experienced a significant downturn, with major U.S. stock indices falling sharply; the Dow Jones dropped approximately 600 points, and the Nasdaq fell nearly 2% [1] - Technology stocks collectively declined, with notable drops in major companies [1] Company Performance - Qualcomm's stock fell by 7.58% to $137.61 after providing a lower-than-expected earnings guidance due to global memory shortages [2] - Alphabet, the parent company of Google, saw its stock decrease by 4% to $318.32, as it announced a substantial increase in AI-related capital expenditures, potentially reaching $185 billion by 2026 [6] - Other tech giants also faced declines, including Oracle (-4.55%), Amazon (-4.38%), and Tesla (-3.66%) [2] Commodity Market - Precious metals experienced a sharp decline, with silver prices plummeting over 16% [2] - Oil prices also saw a significant drop, contributing to the overall market downturn [3] Cryptocurrency Market - Bitcoin fell below the $70,000 mark, reaching $67,000, indicating a loss of interest from traditional investors and a growing pessimism towards cryptocurrencies [4] - The ongoing sell-off in the cryptocurrency market is attributed to diminishing confidence in Bitcoin as a store of value and inflation hedge [4] Economic Indicators - Concerns about a weakening labor market have intensified, with U.S. employers announcing 108,435 layoffs in January, the highest number for that month since the global financial crisis [6] - Initial jobless claims for the week ending January 31 also exceeded expectations, indicating potential economic challenges [6] - The U.S. Bureau of Labor Statistics reported that job vacancies fell to their lowest level since September 2020 by December 2025 [7]

Core Viewpoint - Tesla's sales in China have shown modest growth, but the overall demand for its electric vehicles (EVs) appears stagnant amid increasing competition and a broader industry slowdown [1][3]. Sales Performance - Tesla's January deliveries from the Shanghai Gigafactory increased by 9% to 69,129 units compared to 63,238 units in January 2025 [2]. - Despite the rise in deliveries, Tesla's total sales of China-produced EVs fell by 4.8% in 2025, making it one of only two manufacturers in Beijing to report declining annual sales [4]. Competitive Landscape - Tesla ranks third among Chinese EV manufacturers, with BYD leading at 205,518 shipments and Geely in second place with 124,252 units [2]. - The base Model 3 sedan is priced at approximately 235,500 yuan ($33,943), nearly three times the cost of BYD's Seal, which starts at around 79,800 yuan [4]. Pricing Strategies - To remain competitive, Tesla has implemented aggressive pricing strategies, including offering five-year 0% interest loans and seven-year "ultra-low" interest rate loans for orders placed before February 28 [5]. Market Conditions - The overall EV market in China has slowed, with new energy vehicle sales growing by only 1% year-on-year in January, marking the fourth consecutive month of slowing growth [6]. - A 5% tax on new energy vehicle purchases has been reinstated, which may further impact sales [7]. Regulatory Challenges - New regulations from Beijing will ban concealed door handles starting January 1, 2027, requiring all cars sold in the country to have mechanical releases [8]. - This regulation follows incidents where EV occupants could not escape vehicles during fires due to power failures in door-locking mechanisms [9]. - Analysts suggest that while this regulation may pose challenges for Tesla, it is unlikely to significantly impact most other automakers, as they were consulted during the drafting process [10].

IT之家 2 月 6 日消息，追觅科技创始人兼 CEO 俞浩今天在微博发文，称自己不会 PUA（Pickup artist，直译"搭讪艺术家"，指不考虑对方意愿、横加干涉和 操控别人的行为）大家，并针对特斯拉 CEO 埃隆 · 马斯克发表个人见解。 俞浩表示： 我觉得：推动人类生产力提高 100 倍，推动人类总财富提高 100 倍，比去火星靠谱多了啊！对我们人类也要幸福得多啊！ 愿意跟马斯克去火星的，你们去啊！愿意留下地球把人类生产力和财富提高 100 倍的，我们留在地球，建设地球啊！ 我又不 PUA 大家，给大家带来实实在在的幸福，又没用你们的钱。却总有人盼着我倒掉，盼着看我笑话。这对你有啥好处呢。 反正你们愿意跟马斯克去火星的，你们赶紧去！保重，再见！我要留在这里建设地球！提高地球的生产力和财富，以及地球上的人的幸福水平！ 马斯克老喜欢 PUA 大家，AI 要毁灭性人类，地球会毁灭我们要去火星，太扯淡了。一边说化学燃料汽车环保，一边又买了所有燃气轮机给算力 中心发电。你们愿意被 PUA 的被他天天 PUA 吧，还要天天为他叫好。 公开互联网资料显示，俞浩出生于 1987 年，毕业于清华大学。他曾在 200 ...

Core Viewpoint - By 2025, Tesla's Shanghai Gigafactory is expected to account for over half of Tesla's global delivery volume, indicating significant growth in production capacity and market reach [1] Group 1 - Tesla's Vice President Tao Lin announced via Weibo that the Shanghai Gigafactory's delivery volume will reach over 50% of Tesla's total global deliveries by 2025 [1] - The energy storage Gigafactory's production capacity is also set to supply multiple markets both domestically and internationally [1]

Core Viewpoint - Tesla announces the last opportunity to purchase Model S/X vehicles as production lines will be upgraded for humanoid robot manufacturing by 2025 [1] Group 1: Product Information - Model S all-wheel drive version starts at 842,900 yuan, with a CLTC range of 715 kilometers and a 0-100 km/h acceleration time of 3.2 seconds, available in four colors [1] - Model X all-wheel drive version starts at 882,900 yuan, with a CLTC range of 700 kilometers and a 0-100 km/h acceleration time of 3.9 seconds, available in six colors [1] Group 2: Future Plans - Elon Musk has decided to upgrade the production lines of Model S/X to manufacture Tesla's humanoid robots, indicating a strategic shift in the company's focus [1]

Core Viewpoint - Tesla's decision to develop Apple CarPlay marks a significant shift in its approach to in-car technology, which has traditionally focused on its own self-developed systems [4][7][32]. Group 1: Tesla's Shift to Apple CarPlay - Tesla has been known for its self-developed in-car systems, but it is now moving towards integrating Apple CarPlay, which has sparked mixed reactions among Tesla owners [7][8]. - The integration of CarPlay is seen as a response to user demand, despite Tesla's historically strong self-developed ecosystem [7][10]. - The decision to adopt CarPlay raises questions about Tesla's commitment to its own technology and whether it is yielding to competitive pressures [8][10]. Group 2: Market Context and Competitor Analysis - Many domestic brands like Haval, Geely, and BYD have abandoned CarPlay, indicating a broader industry trend where self-developed systems are preferred over third-party solutions [11][20]. - The article highlights that CarPlay's value is diminishing in the context of advanced self-developed systems that offer more comprehensive features [20][22]. - Apple has struggled to deliver on its promises regarding CarPlay 2.0 and its subsequent iterations, leading to skepticism among major automakers about its relevance and capabilities [28][30]. Group 3: User Experience and Preferences - Some users still find value in CarPlay for its seamless integration across different vehicles and its superior voice recognition capabilities, particularly for specific language needs [13][17]. - Tesla's implementation of CarPlay will not fully replace its native system, as it will only occupy a portion of the display, ensuring that critical vehicle information remains accessible [17][32]. - The article suggests that Tesla's move to integrate CarPlay is a pragmatic choice to enhance user experience without compromising vehicle safety and data control [32].

1.【优必选无人物流车赤兔α在富士康郑州工厂正式下线】2月4日，优必选旗下智慧物流子公司UQI 优奇无人物流车Chitu赤兔α在位于郑州的富士康新能源汽车研发中心完成首批PVT（Production Validation Test）车辆的正式下线。PVT阶段是车辆量产交付能力的关键验证环节，用于验证量产条 件下的制造一致性、过程稳定性与质量可追溯能力。在富士康车规级智造体系下，本次生产覆盖整车 装配、检测与下线交付的完整闭环，为下一阶段Chitu赤兔α量产爬坡与批量交付奠定基础。（IT之 家） 2.【英特尔与香港科技大学共建联合实验室】2月5日消息，香港科技大学与英特尔宣布成立"香港科 技大学-英特尔联合实验室"。该实验室将开展为期三年的研究计划，重点探索高能效近存计算架构， 以应对人工智能应用在性能与能效方面的挑战。通过软硬件协同设计创新，双方旨在为智能设备与可 持续人工智能系统的未来发展提供技术参考。（新浪科技） 3.【特斯拉陶琳：2025年上海超级工厂交付量达特斯拉全球交付量一半以上】特斯拉公司副总裁陶琳 发微博表示，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 ...