RT TeslaAiGirl (@TeslaAiGirl)❤️ ...

RT Tesla Club Austria (@TeslaClubAT)We got caught right at the start of our Cybertruck Austria Tour 👮‍♀️👮‍♂️👮‍♂️😆Just kidding. Till now we had a lot of police interactions but EVERY time they just want to see the car and are excited ❤️ https://t.co/j5qlEURDGC ...

证券研究报告·行业跟踪周报·电力设备 电力设备行业跟踪周报 储能锂电景气上行，业绩与估值有望双升 2026 年 03 月 22 日 增持（维持） [Table_Summary] 投资要点 证券分析师 曾朵红 执业证书：S0600516080001 021-60199793 zengdh@dwzq.com.cn 证券分析师 阮巧燕 执业证书：S0600517120002 ruanqy@dwzq.com.cn 行业走势 -16% -8% 0% 8% 16% 24% 32% 40% 48% 56% 2025/3/24 2025/7/22 2025/11/19 2026/3/19 电力设备 沪深300 相关研究 《储能锂电景气上行、欧洲海风北美 缺电持续》 2026-03-22 《缺电电力设备高景气、储能需求持 续向好》 2026-03-08 东吴证券研究所 1 / 50 请务必阅读正文之后的免责声明部分 ◼ 电气设备 11265 下跌 3.06%，表现强于大盘。（本周，3 月 16 日-3 月 20 日，下同），核电跌 9.52%，风电 跌 7.88%，发电设备跌 7.78%，锂电池跌 6.48%，新能源汽车跌 5 ...

RT Ted Marena "Trust Ted" (@teodoroj)If you use @Tesla FSD, then you are already experiencing AI improving the future. Thank you @elonmusk and the entire Tesla AI development team. Glad to be part of the @teslaownersSV journey. ...

【日媒：中 国车 企全球销量 20 多年来首次超日本居榜首】 据《日本经济新闻》网站 3 月 21 日报 道，日本汽车制造商 2025 年全球累计汽车销量小幅下降至约 2500 万辆，自 2000 年以来首次跌 落榜首。中国车企去年全球累计销量为近 2700 万辆，超越日本首次跃居世界第一。据报道，比亚迪 2025 年销量超越福特，位居全球第六；吉利汽车的销量超越本田，位列第八。在纯电动汽车方面， 比亚迪超越美国电动汽车品牌特斯拉跃居全球首位。在全球销量前 20 名的汽车制造商排行榜中，中 国共有 6 家车企上榜，超过日本的 5 家。奇瑞、长安、上汽、长城榜上有名。（新华社） 【曝腾讯云 AI 业务调整，吴运声辖下产品三部划归 CTO 王慧星】 据媒体报道，腾讯云近期决定将 腾讯云产品三部从腾讯云副总裁、腾讯云智能和优图实验室负责人吴运声辖下划归由腾讯副总裁、腾 讯云 CTO 王慧星负责。此外，不少算力训练平台相关业务和人员也计划陆续转去 IaaS 团队。资料 显示，吴运声于 2007 年加入腾讯，先后负责 QQ 影音、 QQ 旋风、 QQ 浏览器、天天 P 图等产 品。 2012 年，吴运声从零开始，一手组 ...

温馨提示 ： 点击下方图片，查看运营团队最新原创报告（共260页） 说明： 欢迎约稿、刊例合作、行业交流 ， 行业交流记得先加入 "机器人头条"知识星球 ，后添加（ 微信号：lietou100w ）微信； 若有 侵权、改稿请联系编辑运营（微信：li_sir_2020）； 正文： 3月已非Optimus V3发布最佳节点，关注T链们左侧机会，静待右侧机会！ 3月21日，马斯克在X平台发文，再谈太空计划，表示" Optimus+PV（光伏）将成为首个冯·诺依曼探测器，这是 一种能够利用太空中的原材料完全复制自身的机器。 " —— 10月15日发酵的"三花智控获得特斯拉6.85亿美元大额采购订单"和今年1月2日发酵的"特斯拉Optimus七家核心 供应商名单"；以往已多次证伪他发文，这一次"站"一下，期待V3能在4月发布。 针对光伏，3月20日（消息），特斯拉预向中国供应商采购29亿美元的光伏设备；针对Optimus，利好催化显然 不足，对于目前T链们而言，催化点是Optimus V3亮相且V3表现要超预期。 目前关于Optimus V3发布时间已有分歧，上周开始，市场口径多改为3月底或4月初。其实小编往期文章 变 ...

The Terafab announcement is insane and I still cannot wrap my mind around it.Tesla + SpaceX dropping a $20B+ joint mega-fab in Texas with full vertical integration (logic, memory, packaging all under one roof) to crank out terawatt-scale AI chips for Optimus, FSD, robotics, and Starship missions?This isn’t just a factory… it’s the biggest vertical leap in compute history. My brain is officially buffering ...

Group 1 - Premier Li Qiang emphasized that China's competitive advantages come from deepening reforms and innovation, not subsidies or protectionism, and highlighted the importance of fair competition in the market economy [4] - Central Bank Governor Pan Gongsheng stated that the People's Bank of China will maintain a supportive monetary policy stance to create a favorable environment for stable economic growth and high-quality development [4] - The National Internet Emergency Center and the China Cybersecurity Association released security guidelines for the use of OpenClaw, providing recommendations for ordinary users and cloud service providers [5] Group 2 - The China Development Forum 2026 released multiple policy signals, indicating a focus on high-quality development and global economic stability [6] - The Chinese automotive industry achieved a significant milestone by surpassing Japan in global annual sales for the first time, with nearly 27 million vehicles sold [17] - The Ministry of Finance plans to increase public service spending and implement consumer-friendly policies to stimulate domestic demand, including a special fund of 100 billion yuan to promote consumption [9][10] Group 3 - The latest findings from the Ministry of Natural Resources revealed a significant increase in rare earth resources in Sichuan, with verified reserves totaling 9.67 million tons, marking an over 200% increase compared to previous estimates [18] - The launch of the "TERAFAB" chip manufacturing project by Tesla aims to achieve an annual production capacity of over 1 terawatt, with an estimated total investment of $20 billion [21] - Apple CEO Tim Cook announced continued support for innovation and education in China, pledging additional donations to a national vocational education pilot project [22]

Tesla demand confirmed. https://t.co/WmYxL5TR5z ...

Elon Musk took the stage in Austin on March 21 to officially launch Terafab, a joint venture between Tesla (TSLA), SpaceX, and xAI that he called "the most epic chip building exercise in history by far." The ambition is genuine. So is the risk. Investors need to understand both before drawing conclusions about what this means for the stock. Terafab is Tesla's plan to manufacture its own AI chips at scale within the United States. The goal is to end its dependence on external suppliers such as TSMC and S ...