“My number 1 belief for safety of AI is to be maximally truth-seeking. So, don't make AI believe things that are false”@elonmuskhttps://t.co/GzLo034Bcq ...

RT Janette Jones (@Marinpilates)Your Tesla love and leadership is evident by a remarkable rollout of top turnout events and great people! https://t.co/ZrGaSOJHQP ...

RT David Moss (@DavidMoss)Such a cool clip! ...

I won’t be able to attend but if you live in the Tennessee then you should attend @ChatChargeChattanooga Charge (@ChatCharge):Thanks to @winespringcafe for setting up a Chattanooga Charge Community! Join the community and be sure to post all your photos and videos from the event!https://t.co/v7vVeDd2qe ...

I love the Tesla community more than you’ll ever know. https://t.co/CoQppAUKoX ...

RT Tesla Owners Silicon Valley (@teslaownersSV)While petty stunts like that fake vending machine try to drag things down with baseless smears, @elonmusk is out here actually building a brighter future.• Accelerating sustainable energy & EVs via Tesla• Making humanity multi-planetary with SpaceX’s reusable rockets & Starlink connecting the world• Pushing toward AGI & truth-seeking AI at xAI (now merged with SpaceX for epic scale)• Advancing brain-computer interfaces at Neuralink• Driving robotics & abundance ...

OTA监测月报 | 2026年1月| © 2022 版权所有 目 录 1 行业总览 ‣ 2026年1月，行业共计更新1969项功能(上月1397项)，升级功能数量较上月大幅上涨。适逢春节假期，32个品牌集中推送OTA，聚焦提升春 节出行的体验及安全保障，优化多人乘车场景的娱乐、交互体验，家庭用车更贴心 0 300 600 900 1200 1500 1800 2100 2025.1月 2月 3月 4月 5月 6月 7月 8月 9月 10月 11月 12月 2026.1月 语音助手 地图导航 生态应用 系统设置 车设车控 充电与补能 IOT 智能驾驶 2025年1月-2026年1月OTA大类统计 2025 2026 41% 59% 1% 优化 新增 开放 446 194 189 179 123 91 87 87 67 65 51 41 39 38 33 31 31 28 26 22 行 车 辅 助 中 控 通 用 设 置 语 音 功 能 中 控 生 态 地 图 及 其 生 态 行 车 安 全 情 景 智 能 驾 驶 设 置 手 机 APP UI ／ UX 用 户 中 心 车 外 灯 / 车 内 灯 行 车 记 ...

While petty stunts like that fake vending machine try to drag things down with baseless smears, @elonmusk is out here actually building a brighter future.• Accelerating sustainable energy & EVs via Tesla• Making humanity multi-planetary with SpaceX’s reusable rockets & Starlink connecting the world• Pushing toward AGI & truth-seeking AI at xAI (now merged with SpaceX for epic scale)• Advancing brain-computer interfaces at Neuralink• Driving robotics & abundance with OptimusHe’s talking abundance: ubiquitous ...

Equity Research U.S. Autos & Mobility 11 March 2026 Tesla, Inc. Unpacking the need-to-know on Tesla's energy storage business Key takes: 1. Tesla capacity constrained on BESS sales, capacity expansion supports continued robust growth ahead; 2. Tesla held top BESS global market share in '25, opportunity to capitalize on storage TAM expansion/data centers; 3. Strong margins driven by scale, vertical integration, and software Our discussions with investors on Tesla frequently focus on either Robotaxi or Optimu ...

人形板块回调后的布局机遇-机器人掘金电话会议 20260315 摘要 人形机器人板块历经 2-4 倍涨幅后回撤 20%-25%，当前估值已消化悲 观预期，处于左侧布局窗口期。 特斯拉 V3 发布会（预计 2026 年 4 月）为核心催化剂，重点展示灵巧 手与大脑，有望驱动市场预期从 100 万台向 200 万-500 万台远期空间 上修。 2026 年投资范式转向分化：优先配置 V3 供应链确定性标的，或关注具 备客户壁垒、深耕下游应用场景（如杭叉集团、永创智能）的 EPS 兑现 型公司。 安培龙：力传感器领军者，V3 版本单机价值量有望升至 1.2 万元，对应 百亿级市场；主业+机器人业务目标市值看至 160 亿-300 亿元。 兆威机电：灵巧手微型传动核心标的，切入 Tesla 及 Figure 供应链； 2026 年主业利润预期 4-5 亿元，汽车与 AI 家居业务驱动 30%以上增长。 高壁垒环节溢价凸显：市场焦点从单纯组装转向大脑、数据及灵巧手硬 件；汇川技术等具备全产业链综合能力的标的长期确定性更高。 Q&A 从 2025 年底至今，人形机器人板块出现显著回调的原因是什么？当前阶段是 否已经触底， ...