经济观察网基于最新公开信息，以下是特斯拉在2026年可能影响其业务和股价的值得关注事件。这些事 件均来自近期媒体报道和公司公告，但请注意时效性，具体进展请以官方发布为准。 战略推进：特斯拉与马斯克旗下的xAI和SpaceX正推进深度整合计划，包括投资协议和潜在合并讨论， 旨在构建覆盖太空AI、人形机器人和自动驾驶的生态体系。马斯克曾表示长期市值目标达100万亿美 元，但整合面临监管审查和技术挑战。 行业政策与环境：美国众议院委员会于2026年2月10日通过《SELF DRIVE Act》，为无方向盘的纯自动 驾驶车辆(如特斯拉Robotaxi和Cybercab)在全国范围内测试与商业化铺平道路，预计2027年前完成安全 标准制定。 高管变动：2026年2月，特斯拉北美销售及服务主管离职，延续了2025年以来的高管离职潮，涉及软 件、电池和机器人等关键领域，可能对运营稳定性带来影响。 业绩经营情况：根据2025年财报，特斯拉全球电动车交付量达163.6万辆，亚太市场创历史新高；储能 业务装机量同比增长48.7%。这些数据反映了基本面的韧性。 业务与技术发展：特斯拉自主研发的AI5和AI6自动驾驶芯片取得进展，计 ...

Optimus 3 humanoid robot will…]## Cathie Wood Owns $505 Million of PLTR, But Says This One Stock Will Be the Biggest AI Company[Rich Duprey | Jun 19, 2025 at 10:59 AM EDT Cathie Wood's AI Vision: Why Her Top Stock Outshines Palantir Cathie Wood is the visionary founder of Ark Invest who…]## Tesla's Next Move: Why Analysts See Either $500 or $350 Ahead[David Moadel | Feb 2, 2026 at 12:35 PM EST For Tesla (NASDAQ:TSLA | TSLA Price Prediction) and its investors, the times are changing rapidly. Although Tesla s ...

Core Insights - Elon Musk discussed the economic benefits of space data centers, the challenges of scaling electricity generation on Earth, and the conditions needed for large-scale production of humanoid robots in the U.S. [1][2] Group 1: Space Data Centers and Energy Challenges - Musk emphasized that moving computing power to space is not primarily about saving on electricity costs but addressing the energy supply issue, as ground power generation cannot keep pace with the exponential growth of chip computing power [1][4] - He noted that solar energy efficiency in space is approximately five times greater than on Earth, and that deploying AI in space could become the most cost-effective solution within the next 30 to 36 months [6][7] - The bottleneck for expanding energy generation on Earth is not just the power plants but also the manufacturing capabilities for turbines and transformers, which are currently limited [10][11] Group 2: AI Deployment and SpaceX's Role - Musk predicts that in five years, the amount of AI deployed and operational in space will exceed the cumulative total on Earth, with annual AI capacity in space potentially reaching hundreds of gigawatts [23][26] - SpaceX aims to become a major supplier of computational power in space, potentially surpassing all terrestrial institutions combined [26][27] Group 3: SpaceX IPO and Funding Strategies - Musk indicated that discussions around a potential SpaceX IPO are increasing due to the need for substantial funding that exceeds what private markets can provide, suggesting that the public market offers significantly more capital [28][32] - The focus remains on speed and overcoming bottlenecks, with Musk stating that if funding is the only bottleneck, it will be addressed through an IPO [33][34] Group 4: Manufacturing and Supply Chain Challenges - Musk highlighted the critical need for manufacturing capabilities, particularly for turbine blades and solar panels, which are essential for energy generation in space [12][18] - He mentioned that SpaceX and Tesla are working towards achieving a solar capacity of 100 gigawatts, indicating a comprehensive approach to the solar supply chain [22][42] Group 5: AI and Human Interaction - Musk expressed concerns about the future relationship between AI and humanity, suggesting that as AI intelligence grows, human control may diminish, emphasizing the importance of instilling the right values in AI systems [49][50] - The ultimate goal is to ensure that AI contributes positively to the continuation of human civilization and understanding of the universe [51][52]

Tesla stock (NASDAQ: TSLA) was higher on Friday, a notable divergence as Big Tech led a sharp selloff with investors debating whether the AI spending boom is starting to pressure near-term profits. ...

On Wednesday, Maye Musk celebrated her son Elon Musk's latest accolade after Forbes ranked him No. 1 on its 2026 list of America's greatest living innovators, ahead of Jeff Bezos, Bill Gates and Jensen Huang. Elon Musk Ranked No. 1 On Forbes 250 Innovators List Forbes named Tesla Inc. (NASDAQ:TSLA) and SpaceX CEO the top innovator on its annual "Forbes 250" list. The list cited his role in building or scaling five multibillion-dollar companies across different industries: electric vehicles at Tesla, spac ...

在第八届进博会亮相的特斯拉人形机器人和电动车 奇瑞墨甲机器人研发生产的"芜优"智警R001参加芜湖春晚彩排 跨界投入 腾笼换鸟 汽车企业加速布局机器人赛道 国内车企进展迅速 "大家好，我是奇瑞墨甲机器人，我给父老乡亲们拜年了！" 2026年安徽芜湖春晚的彩排现场，迎来一位特殊的"主持人"——奇瑞汽车旗下墨甲机器人序列的"芜 优"智警R001。它将是此次春晚的主持人之一，还会与演员合作，参与演绎小品《有你，真好》，或将 成为国内车企首个登上春晚舞台并完整参演小品的人形机器人。 屏幕前的"芜优"智警R001已经被不少芜湖市民所熟悉，2026年1月10日，"芜优"智警R001在芜湖市区的 路口正式上岗，成为芜湖"智慧警务"落地的重要标志。奇瑞汽车有关负责人介绍，"芜优"智警R001在接 入交通信号系统后与交警协同工作，不仅能复刻指挥手势，引导车辆有序通行，还可自动识别非机动车 交通违法行为。在生产环节，奇瑞的机器人和汽车，实现了供应链资源的复用，多家供应链企业同时给 奇瑞的汽车和机器人业务供应零部件。 天眼查工商信息显示，智元机器人、伯特利等近日入股新成立的奇瑞汽车旗下墨甲机器人，具身智能已 被业内视为奇瑞汽车新的 ...

当地时间2月13日，美股三大指数集体震荡，红绿交替。截至发稿全线转跌，道指跌0.03%，纳指跌0.31%，标普500指数跌0.03%。 | 纳斯达克 | 道現斯 | 标普500 | | --- | --- | --- | | 22528.17 | 49435.63 | 6830.69 | | -68.98 -0.31% | -16.35 -0.03% | -2.07 -0.03% | 备受关注的科技"七巨头"齐跌，英伟达跌近2%，特斯拉、微软、谷歌、亚马逊、苹果、Meta跌幅均在1%以内。前两天大涨的存储概念也走低，闪迪跌超 3%，美光跌超1%。 | | P | 阿里巴巴 | 157.275 | -0.92% | | --- | --- | --- | --- | --- | | ▲ 5 | | BABA | | | | 2 | | 英伟达 | 183.945 | -1.60% | | ▼ 1 | | NVDA | | | | 3 | S | 闪迪 | 611.320 | -3.01 % | | | | SNDK | | | | 4 | | 特斯拉 | 414.960 | -0.51% | | ▼2 | | ...

当特斯拉遇上业绩滑铁卢，营收、净利润、全球交付量均迎来历史性下滑，其核心管理层变动开始加速。 近日，特斯拉副总裁拉吉·杰加纳坦在LinkedIn平台发布离职声明，宣告结束长达13年的特斯拉职业生涯。而几乎同期，特斯拉的人工智能公司xAI也迎来 创始团队的集中"出走"。 公开信息显示，这位拥有23年工作经验的资深程序员，2012年从印度一家软件公司加盟特斯拉，初期负责服务器开发，保障数据中心与网络应用的稳定运 行。2018年起，他逐步晋升至云平台高级经理、总监等职，2025年1月正式升任副总裁，主管AI基础设施与信息安全等业务。 高管离职潮背后，是特斯拉自成立以来最严峻的业绩压力。 值得注意的是，2025年秋季，因北美销售主管特洛伊·琼斯离职，杰加纳坦被临时委任"救火"，兼任北美销售负责人一职，期间尝试推动客户服务自动化 改革，但未能扭转销售颓势——2025年特斯拉美国市场销量达58.9万辆，同比下滑7%。 2025年财报显示，特斯拉2025年全年营收948.27亿美元，同比下滑3%，为公司史上首次年度营收下滑；净利润37.94亿美元，同比暴跌46%；全球交付量 163.6万辆，同比下降8.6%，这是特斯拉连续 ...

Core Insights - The recent surge in the space photovoltaic sector, driven by Elon Musk's comments on the potential of solar energy for AI, has led to significant market fluctuations, with the Wind Space Photovoltaic Index rising nearly 40% in January before experiencing an over 8% decline from its peak due to clarifications from multiple companies [2][3] - The concept of space photovoltaics, while not new, is gaining traction as advancements in launch technology and cost reductions from companies like SpaceX make large-scale deployment more feasible [4][6] - Industry experts express skepticism about the immediate commercial viability of space photovoltaics, emphasizing that ground-based solar power will remain the primary energy source for the foreseeable future [2][5] Industry Trends - The potential market for space photovoltaics is vast, with estimates suggesting that launching 10,000 satellites annually could create a market worth 200 billion yuan for solar wings, and long-term projections estimate the market could reach 5.6 trillion yuan [3] - The rapid increase in SpaceX's launch frequency, from 31 launches in 2021 to a projected 167 in 2025, is expected to significantly lower launch costs, thereby facilitating the growth of the space photovoltaic sector [4] - Despite the optimism surrounding space photovoltaics, the industry remains cautious, with challenges such as high certification times for aerospace clients and the need for standardized supply chains and quality control systems [5][6] Technological Developments - The industry is focusing on developing new technologies such as P-type ultra-thin HJT batteries and perovskite-silicon tandem batteries, which are seen as potential solutions for the challenges faced in space photovoltaic applications [7] - Perovskite tandem batteries have shown laboratory efficiencies exceeding 35% and are significantly cheaper than traditional gallium arsenide batteries, making them a promising candidate for future space applications [7][8] - The integration of solar technology with aerospace initiatives is viewed as essential for Chinese companies to leverage their existing advantages in the photovoltaic supply chain and to participate in the global space race [9]

Core Viewpoint - The emergence of space photovoltaic technology, driven by Elon Musk's vision, presents both opportunities and challenges for the Chinese photovoltaic industry, with a focus on collaboration with domestic aerospace companies and the need for technological advancements in the sector [1][2][6]. Group 1: Market Dynamics - The space photovoltaic sector is projected to have a market potential of 5.6 trillion yuan, driven by the deployment of satellites and the integration of solar energy with AI capabilities [2][3]. - The Wind Space Photovoltaic Index saw a nearly 40% increase in January, but has since corrected by over 8% due to clarifications from multiple companies [1][2]. - The capital frenzy surrounding space photovoltaics has been influenced by Musk's statements at the Davos Forum, highlighting the importance of solar energy for AI [1][2]. Group 2: Technological Challenges - The high cost of satellite launches and limited capacity have historically constrained the scalability of space photovoltaics, but advancements in reusable rocket technology by SpaceX are changing this landscape [3][7]. - The industry remains cautious about the large-scale commercialization of space photovoltaics, citing the need for extensive testing and validation of technologies in extreme space environments [3][4]. - Current space photovoltaic solutions are primarily custom-made in small batches, necessitating the establishment of standardized supply chains and quality control systems [3][4]. Group 3: Strategic Collaborations - Chinese photovoltaic companies are encouraged to leverage their existing advantages in ground solar energy to collaborate with aerospace firms, aiming to capture opportunities in the space photovoltaic market [6][8]. - The integration of advanced technologies such as perovskite and heterojunction (HJT) solar cells is seen as crucial for the future of space photovoltaics, with potential applications in satellite energy systems [7][8]. - Companies are actively pursuing partnerships to test new technologies, with plans to replace traditional gallium arsenide solar cells with more efficient alternatives in upcoming satellite missions [6][7]. Group 4: Future Outlook - The global race towards space energy systems is intensifying, with initiatives like China's "Sunshine Plan" and the EU's SOLARIS plan emphasizing the importance of space photovoltaic stations [7]. - The next few years are expected to yield significant technological advancements in the photovoltaic sector, particularly in the development of P-type ultra-thin HJT cells and perovskite tandem cells [7][8]. - The Chinese photovoltaic industry is positioned to play a pivotal role in the future of space energy, given its comprehensive supply chain and competitive cost structure [8].