未经许可，不得转载或者引用。 投资要点 当前时点智能汽车板块投资建议：继续坚定看好2026年L4 RoboX主线！ B端软件标的>C端硬件标的。H股优选【小鹏汽车+地平线机器人+小马智行/文远知行+曹操/黑 芝麻智能】；A股优选【千里科技+德赛西威+经纬恒润】 下游应用维度相关标的： #Robotaxi视角：1）一体化模式：特斯拉/小鹏汽车；2）技术提供商 +运营分成模式：地平线/百度/小马智行/文远知行/千里科技等；3）网约车/出租车的转型：滴 滴/曹操出行/如祺出行/大众交通/锦江在线。#Robovan视角：德赛西威+九识智能/新石器等。# 其他无人车视角：矿卡（希迪智驾等）/港口（经纬恒润等）/环卫车（盈峰环境等）/巴士（文 远知行等） 上游供应链维度相关标的： 1）B端无人车代工（北汽蓝谷/广汽集团/江铃汽车/同力股份）； 2）核心上游供应商：检测服务（中国汽研/中汽股份等）/芯片（地平线机器人+黑芝麻智能）/ 域控制器（德赛西威/经纬恒润/均胜电子/华阳集团/科博达等）/传感器（舜宇光学科技/禾赛/速 腾聚创）/线控底盘（伯特利/耐世特/浙江世宝）/车灯（星宇股份）/玻璃（福耀玻璃）等 风险提示： ...

“This is basically a car line that builds rockets.”@SpaceX, @MrBeasthttps://t.co/FRlqGQ1w2o ...

RT TezLab (@TezLabApp)TezLab MCP is getting good. If you want to help test, please signup - https://t.co/0fuKaAwbPW@wholemars @DirtyTesLa @teslaownersSV @tesla https://t.co/0IJKLHUz50 ...

Tesla Stock Rises After Buy Upgrade. There's Hope Its 2026 Slump Will Reverse. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Tesla Stock Rises After Buy Upgrade. Why There's Hope Its 2026 Slump Will Reverse.By Al RootShareResize---Reprint ...

BofA upgraded Tesla stock to Buy from a recent Hold rating. The broker's price target is $460 a share. ...

Investment Focus - The report highlights the strong growth potential in the storage industry, with domestic storage manufacturers expected to exceed production expansion forecasts, benefiting companies closely tied to these manufacturers [1] - NVIDIA is projected to have a strong performance in FY4Q26, with a significant increase in overall revenue and EPS trajectory, supported by a robust order backlog of 500 billion [1] - Alphabet's cloud business is expected to grow significantly, driven by AI solutions, with a 48% growth rate in the last quarter, leading to an increase in EPS for 2026 and 2027 [1] - Alibaba's cloud growth is anticipated to exceed consensus estimates by 2-3% for the year, despite short-term performance pressures [1] Company Analysis - Zhongwei Company is positioned as a leading player in the hardware sector, benefiting from a deepening platform strategy that expands its capabilities in etching, film deposition, and measurement [1] - Tencent is recommended as a top pick in the internet sector, with a target price of 700, driven by steady growth in core gaming and advertising businesses, alongside new revenue streams from mini-games and video accounts [2] - New Oxygen is recognized for its strong marketing capabilities and low customer acquisition costs, with a target price of 10.1 USD based on its growth trajectory in the light medical beauty sector [2] - Ato Hotel is expected to achieve a revenue growth of 26% to 12.39 billion, with a strong market position in the mid-to-high-end hotel sector [3] - HashKey is positioned as a leading digital asset platform in Asia, benefiting from regulatory trends and expected to expand its product offerings in derivatives and leveraged trading [4] - Tesla's advancements in autonomous driving and robotics are highlighted, with expectations for accelerated overseas expansion and significant product developments [4] - MP Materials is noted for its strategic importance in the rare earth industry, benefiting from domestic supply chain localization and increasing demand from the defense and renewable energy sectors [7] - ACWA Power is recognized as a leader in the renewable energy sector, with a focus on solar, wind, and green hydrogen projects, supported by government power purchase agreements [8] - Vestas is highlighted as a dominant player in the wind energy sector, benefiting from global wind power growth and technological advancements in turbine efficiency [9] - Three-Six Pharmaceutical is noted for its strong market position in kidney, blood, and oncology sectors, with promising pipeline products and collaborations with Pfizer [10]

Core Viewpoint - Tesla, Inc. is positioning itself as a potential leader in the development of artificial general intelligence (AGI) and humanoid robots, with CEO Elon Musk claiming the company could be the first to achieve this goal [1][2]. Group 1: Elon Musk's Claim - Musk stated that Tesla will likely be among the first companies to create AGI, specifically in humanoid form, emphasizing the company's role as a frontrunner in the human-level AI race [2]. - AGI is defined as systems capable of performing a wide range of intellectual tasks similar to humans, rather than being limited to specific applications [2]. Group 2: Competitive Landscape - Musk's assertion places Tesla in competition with established AI labs such as OpenAI and Google DeepMind, despite its primary identity as an electric vehicle manufacturer [3]. - The company leverages its extensive real-world data from Autopilot and the capabilities of its Dojo supercomputer as key assets in the pursuit of AGI [3]. Group 3: Tesla's Edge - Musk envisions AGI not just as a digital entity but as embodied intelligence, involving robots and advanced manufacturing systems capable of manipulating materials with human-like precision [4]. - Tesla is being promoted as a platform for general-purpose humanoid robots and AI systems that can interact with the physical world, extending beyond its traditional EV and energy business [4].

Bank of America (BofA) has reinstated coverage of Tesla (NASDAQ: TSLA) with a ‘Buy’ rating, raising its price target to $460.The banking giant cited the company’s dominant position in autonomous driving and its expected leadership in the next phase of mobility innovation.Analyst Alexander Perry also emphasized the automaker’s potential to capture a leading share of the robotaxi and autonomous transportation market, praising its ability to scale more profitably compared to its peers.“We expect TSLA to quickl ...

Toyota 和Stellantis 居然從Tesla 的歐盟CO2 pool跑路了！ 這兩個老大哥 以前靠Tesla 零排放拉著 他們不被罰款 現在翅膀硬了 直接說2026年 自己能達標 不用再給 Tesla送錢了！ Electrek說 這一走 Tesla可能 少賺好幾十億 歐元監管信用 不過Tesla 從一開始就純電 不靠這bonus 也能活得滋潤 你覺得這一波 誰能笑到最後？. ...

Tesla 加拿大官網 Model 3庫存 一夜之間 全沒了！ 就在3月1日 加拿大突然 把中國EV 進口大門打開 100%懲罰關稅 直接砍到6.1% 每年定了 49000輛配額 先到先得 前半年 24500輛！ Tesla這波 操作太狠了 直接把現有庫存 全運回美國 騰位置等 上海工廠的 貨殺進來 為什麼這麼急？ 因為從 Giga Shanghai 來的Model 3 成本低到離譜 用CATL LFP電池 續航猛 價格香 以前在加拿大 賣的時候 就吊打對手 現在關稅暴跌 很有可能直接 砍到讓人尖叫 的親民價！ 這不就是 王者歸來嗎？. ...