公众号记得加星标⭐️，第一时间看推送不会错过。 埃隆·马斯克取消了特斯拉下一代人工智能芯片工程师申请者必须提交的传统简历和求职信，取而代 之的是一个简单的要求：用三条要点描述候选人曾经解决过的最棘手的技术难题。这项旨在为Dojo3 超级计算机项目招募人员的指令，反映出马斯克对传统招聘流程日益增长的不耐烦，以及他更看重实 际工作成果而非华丽的资历。这也符合马斯克在其私人公司和联邦政府劳动力监管部门中一贯秉持的 直截了当、要点式的管理风格。 三点要点取代简历堆栈 特斯拉人工智能芯片团队的新招聘流程几乎摒弃了所有标准求职申请的要素。应聘者无需提交简历或 求职信，只需简要描述他们解决过的最棘手的技术难题即可。这就是全部要求。没有格式规范，没有 教育经历部分，也不需要列出过往雇主。这项公开发布的、面向芯片工程师的招聘指南表明，马斯克 希望看到的是应聘者实际解决问题的能力，而不是由招聘人员或人工智能简历生成器塑造的职业经 历。 这种格式刻意追求极简，而这正是其目的所在。通过将申请材料精简为三项技术成就陈述，马斯克筛 选出特定类型的候选人：能够识别、阐述并排序自己亲身经历过的最棘手工程挑战的人。这种方法假 设，这些问题的质 ...

Core Viewpoint - The surge in WTI crude oil prices past $100 per barrel is negatively impacting major tech stocks, particularly Apple, Tesla, and Alphabet, as it raises recession fears and leads to budget cuts in discretionary spending and advertising [1]. Group 1: Company Performance - Apple (AAPL) shares fell by 2.0% in after-hours trading, reflecting concerns that rising energy costs will lead consumers to postpone purchases of discretionary products [1]. - Tesla (TSLA) experienced a 2.4% decline in after-hours trading, attributed to its high valuation multiple of 371x P/E, which is vulnerable in risk-off market conditions [1]. - Alphabet (GOOGL) saw the largest drop among the Magnificent 7 stocks, down 2.9%, as its advertising revenue is particularly sensitive to economic downturns, with a 10.37% decline over the past month [1]. Group 2: Market Impact - The overall market sentiment is bearish, with Nasdaq futures down over 400 points (1.7%) due to the oil price surge, indicating broader economic concerns [1]. - The selloff in major tech stocks is not solely about oil prices but reflects deeper worries regarding the economic implications of high crude prices [1].

机械设备 2026 年 03 月 08 日 投资评级：看好（维持） 行业走势图 单击或点击此处输入文字。 数据来源：聚源 相关研究报告 ——行业周报 孟鹏飞（分析师） 欧阳蕤（分析师） mengpengfei@kysec.cn 证书编号：S0790522060001 春晚后人形机器人迎来真空期，板块持续回调 《金刚石：AI 算力革命突破应用边界， 行业迎来价值重估—行业深度报告》 -2026.3.6 近期人形机器人板块指数持续调整，本周继续出现较大幅度下跌，结构上个股呈 现分化。本周（3 月 2 日-3 月 6 日，全文同）人形机器人行业核心公司指数下跌 5.48%，跑输沪深 300 指数。周涨跌幅榜排名前五的是：银轮股份（11.41%）、 北特科技（2.61%）、兆威机电（-0.95%）、中坚科技（-3.15%）、雷赛智能（-3.93%）； 周涨跌幅最后五位的是：安培龙（-11.32%）、伟创电气（-10.94%）、万向钱潮 （-10.86 %）、斯菱智驱（-10.79 %）、恒勃股份（-9.95%）。春晚机器人霸屏但节 后市场却不买单，我们认为，一是资金层面扰动，节前对机器人登上春晚这一事 件早有预热，节 ...

Cybertruck is way more awesome than people realizeNLR (@NestorLRamos):13 months ago I ditched my G550 and replaced it with a @tesla CyberTruck.My only regret in that period… is not doing it sooner!!! https://t.co/YueUhdeB9X ...

RT Tesla Owners Silicon Valley (@teslaownersSV)Thanks to ChatGPT, reports of ‘satanic’ ritual abuse are spiking.Because nothing says ‘helpful AI’ like therapy sessions that end in witch trials. https://t.co/r0CokrCHrq ...

Tesla will be #1 in more states over timeCivixplorer (@Civixplorer):🚘 Best-selling vehicle in each US state (2025):AL: 🇺🇸 Ford F-SeriesAK: 🇺🇸 Ford F-SeriesAZ: 🇺🇸 Ford F-SeriesAR: 🇺🇸 Ford F-SeriesCA: 🇺🇸 Tesla Model YCO: 🇺🇸 Ford F-SeriesCT: 🇯🇵 Toyota RAV4DC: 🇯🇵 Toyota RAV4DE: 🇺🇸 Ford F-SeriesFL: 🇺🇸 Ford F-SeriesGA: 🇺🇸 Ford F-SeriesHI: https://t.co/DeGSIBPuU1 ...

RT Brandon (@brandon_collup)I just got a Tesla Model 3 with Full Self Driving. Was never a Tesla or EV fan, but the FSD is absolutely amazing.The quality of life improvement that comes along with not touching the steering wheel or pedals for the entirety of the trip is immeasurable.Not to mention the incredible safety improvement and insurance savings.Why someone would buy a car that doesn't't drive itself when that capability is available is beyond me. ...

Core Insights - Xiaomi is entering the vehicle-mounted photovoltaic market in collaboration with former executive Li Chuangqi's startup, indicating a strategic shift towards renewable energy solutions in the automotive sector [2] - Kimi's subscription user payment orders surged by 80 times, with a remarkable growth of 8280% in January and 123.8% in February, positioning it among the top 10 in Stripe's global payment rankings [6] - OpenAI's robotics department head resigned due to concerns over military negotiations, highlighting ethical dilemmas in AI applications for national security [10] Group 1: Company Developments - Xiaomi's collaboration with Li Chuangqi focuses on vehicle-mounted photovoltaic technology, which is expected to integrate solar energy solutions into automotive engineering, creating a high barrier to entry and significant market potential [2] - Kimi's explosive growth in user subscriptions reflects a strong demand for its AI-driven services, with its revenue surpassing previous records in a short time frame [6] - Tesla's electric truck, Semi, is undergoing winter testing in Alaska, signaling advancements in electric vehicle technology and preparation for large-scale production [8] Group 2: Industry Trends - The rise of AI applications, such as OpenClaw, has prompted government support in Shenzhen, aiming to foster innovation in AI development with zero-cost startup initiatives [18][19] - The global electric vehicle battery installation volume increased by 10.7% in January 2026, with CATL and BYD maintaining their positions as market leaders, while Korean manufacturers faced declines [20] - Sony is facing a collective lawsuit in the UK for allegedly overcharging PlayStation users, which could impact its competitive standing in the gaming market [10]

导语：即使考虑所有主流存储芯片供应商，也难以满足特斯拉的需求。 蔚来创始人、董事长、 CEO 李斌在 1 月做出判断， 供应紧缺加剧，汽车智能化又在拉高单车内存需求，使得车企也不得不另寻他路解决芯片短缺问 题。 比如，过去车企采购的是集成好的智能座舱、智能驾驶域控制器，内存作为模块组件嵌入其中。 车企不接触内存制造商，仅验收系统功能。 但在芯片荒下，有车企开始跳过 Tier1 ，与内存制造商签署长期供应合同。 内存涨价已成为今年最大的成本压力，这是关乎全行业的大事。 尽管他表示，目前内存涨价的成本压力还没有传导到终端售价，也在蔚来的承受范围内。但这种 稳定比较脆弱，因为就目前的局势来看，存储芯片的紧缺预计会持续相当长的一段时间。 理想汽车供应链副总裁孟庆鹏预测，2026 年汽车行业存储芯片的供应满足率可能不足 50% 。 马斯克也在今年 1 月底表示，即使考虑所有主流存储芯片供应商，也难以满足特斯拉的需求。 据报道，近期大众和三星、 SK 海力士签订了直供协议，现代和三星签订了供货协议，理想、极 氪与美光签订了选型认证和芯片直供协议。 特斯拉还要更加激进，在2025Q4 电话会上，马斯克宣布今年将投资 200 ...

RT DIY Wrap Club (formerly TESBROS) (@diywrapclub)Calling all Tesla owners! 📣The Chattanooga Charge is in just a couple of weeks! Come hang out at the Tennessee Riverpark with a bunch of other Tesla enthusiasts. Expect DIY sessions, speakers, vendors, food trucks, and of course some epic Tesla light shows.Find out more & get your tickets here: https://t.co/nll0pkYChE ...