杰西卡 发自 副驾寺智能车参考 | 公众号 AI4Auto Robotaxi上路不到一年就去安全员，还得是"马斯克"速度。 马哥本人宣布了这一里程碑时刻——特斯拉Robotaxi，开始启动全无人服务。 外界一片欢呼雀跃，特斯拉的股价登时上涨了4%，更有网友已经火速体验上了。 不过，也有人从乘车视频里发现了端倪： 这车真是完全无人的吗？怎么看起来像是"障眼法"啊？ 特斯拉Robotaxi宣布去安全员 马斯克在社交媒体平台X上发帖，宣布了新进展： 特斯拉Robotaxi，刚刚在奥斯汀启动全无人服务，车内没有安全监控员。祝贺特斯拉AI团队！ 刚好赶上最近急着下场抢人、组建「AI人才狙击队」，马斯克还顺带打了一波招聘广告，邀请对"解决现实世界AI问题"感兴趣的工程师前来加入。 关注自动驾驶的朋友都知道，对于一家做Robotaxi的公司而言，去掉安全员的公开运营，无疑是一个重要的里程碑时刻。 而特斯拉的特别之处在于，其每一阶段的部署都非常迅速： 去年6月，特斯拉才首次在美国奥斯汀推出Robotaxi服务，起初只面向少数乘客开放；逐步面向公众运营、扩大运营范围到加州湾后，去年12月才开始进 行去安全员测试……到现在开放全 ...

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Group 1: Brain-Computer Interface Industry - The A-share brain-computer interface sector experienced a significant increase, closing up over 2% on January 23 [1] - Neuralink, founded by Elon Musk, plans to achieve large-scale production of brain-computer interface devices by 2026, with a highly automated surgical process [3] - Strong Brain Technology, one of the "Six Little Dragons" in Hangzhou, has submitted a confidential IPO application and recently completed approximately 2 billion yuan in financing, marking the second-largest financing event in the brain-computer interface field globally, after Neuralink [4] Group 2: Market Potential and Applications - The brain-computer interface technology has vast application prospects in various fields, including healthcare, consumer electronics, and military aerospace [5] - The technology is expected to transition from experimental stages to pilot applications, with significant industry value anticipated during the "14th Five-Year Plan" period [4] - The integration of brain-computer interfaces into high-end manufacturing and strategic industries is seen as a foundational technology supporting new industrialization [5] Group 3: Neuroplasticity and Cognitive Health - Joyce Shaffer, a respected expert in neuroplasticity and brain health, emphasizes that neuroplasticity is a lifelong ability, allowing for cognitive rejuvenation regardless of age [9][10] - The book "How to Unlock the Reverse-Aging Brain" provides a systematic approach to reducing brain degeneration across the lifespan, highlighting the importance of active intervention in neural networks [11] - The LANDS model introduced in the book integrates five scientifically validated areas—Love, Aerobics, Neurobics, Diet, and Sleep—into a comprehensive lifestyle system for brain health [11]

1月23日，特斯拉CEO埃隆·马斯克表示，随着功能提升，完全自动驾驶（FSD）订阅价格将会上涨。马 斯克还在达沃斯表示，特斯拉下个月或将在欧洲获得自动驾驶许可。到今年年底，机器人出租车服务将 在美国境内得到广泛应用。（中国汽车报） ...

Group 1 - The global commercial space industry is undergoing significant transformation, driven by initiatives from both Western and Chinese entities, including Elon Musk's announcement at the Davos World Economic Forum and the release of a development plan by Jiuquan City in China [1][2] - SpaceX plans to achieve fully reusable rockets through its "Starship" technology, which could reduce space access costs by 99%, bringing it below $100 per pound [1] - Jiuquan City's development plan aims to establish a national commercial space launch base and research facilities, focusing on seven key industries including rocket manufacturing and satellite applications, with a goal for high-quality development by 2035 [2] Group 2 - China's satellite industry is projected to generate a value of 1.3 trillion yuan by 2030, with significant growth expected in both downstream and upstream sectors [3] - The commercial space industry is entering a golden era of dual growth from both demand and supply sides, with a focus on satellite launch and manufacturing sectors [3] - The advancements in technology and supportive policies from both SpaceX and Jiuquan are expected to drive the new era of space economy [3]

Core Viewpoint - Peter Thiel has significantly reduced his exposure to Tesla stock, selling 76% of his position, and has redirected his investments into Apple, indicating a strategic shift in his portfolio management approach [2][10]. Group 1: Tesla Stock Analysis - Tesla's market capitalization is currently at $1.4 trillion, which is approximately 16% below its all-time highs [4]. - The company's price-to-sales (P/S) ratio is around 16, which is considered high for a capital-intensive automobile business. Additionally, Tesla's price-to-earnings (P/E) ratio is 283, and its forward P/E is 195, both of which have increased over the past year despite Tesla losing market share internationally and facing rising competition in the autonomous vehicle sector [6]. - There is skepticism regarding Tesla's ambitious robotaxi plans, as measurable growth related to these efforts remains elusive, making it challenging to justify the company's premium valuation [7]. Group 2: Apple Stock Analysis - The current stock market presents mixed signals, with the S&P 500 remaining elevated due to an optimistic AI narrative, while inflation persists and unemployment is at a four-year high. Geopolitical unrest adds further uncertainty to market predictions for 2026 [8]. - Thiel's investment in Apple, while smaller in allocation compared to Tesla, is viewed as a more stable choice amidst market volatility, potentially providing insulation from selling pressure during market corrections [9]. Group 3: Investment Strategy - Thiel's portfolio management reflects a strategic hedging approach, maintaining Tesla as the largest position while diversifying into Apple as a safer investment. This positions him for potential gains regardless of market conditions [10][12]. - Should Tesla succeed in launching its autonomous robotaxi fleet, it could significantly enhance the company's narrative and valuation. Conversely, if Tesla underperforms, capital may shift towards safer stocks like Apple, further validating Thiel's investment strategy [11].

Core Viewpoint - Anticipation is building for Q4 earnings reports from General Motors (GM) and Tesla (TSLA), with concerns over a decline in EV sales due to the expiration of the $7,500 federal tax credit [1][2] General Motors (GM) - GM sold 25,219 EVs in Q4 2025, down from 43,982 in Q4 2024, but achieved a record total of 169,887 EVs sold in 2025, marking a 48% increase from 2024 [3] - GM's total vehicle sales increased by 5.5% in 2025 to 2.8 million [3] - Q4 sales are expected to be $44.68 billion, a 6% decrease from $47.71 billion in the prior year, but Q4 EPS is projected to rise 15% to $2.21 from $1.92 [5] - The Zacks ESP indicates GM could exceed earnings expectations, with the most accurate estimate for Q4 EPS at $2.37, 7% above the Zacks Consensus [6][7] - Full-year EPS for FY25 is expected to dip 2% to $10.33, but FY26 EPS is forecasted to rise 16% to $12.00 [12][14] - GM stock has a Zacks Rank 1 (Strong Buy) and is considered undervalued at 6X forward earnings [15] Tesla (TSLA) - Tesla sold 418,227 EVs in Q4 2025, down from 495,570 in Q4 2024, with total vehicle sales dropping 8% to 1.63 million from 1.78 million [4] - Q4 sales are expected to fall 2% to $25.11 billion compared to $25.71 billion in the prior year, with EPS projected to drop 40% to $0.44 from $0.73 [10] - The Zacks ESP suggests Tesla could also surpass earnings expectations, with the most accurate estimate for Q4 EPS at $0.46, 3% above the Zacks Consensus [10][11] - FY25 EPS estimates have fallen 33% to $1.61, while FY26 EPS is projected to stabilize and rise 37% to $2.20 [12] - Tesla shares have a Zacks Rank 4 (Sell) due to a concerning EPS revision trend and a high P/E valuation of 200X [15] Investment Outlook - Despite Tesla's advancements in energy and autonomous vehicle production, GM is viewed as the safer investment option at this time, with both companies expected to beat Q4 earnings expectations [16]

今日热点导览 宜家首次支持即时零售 泡泡玛特"星星人情人节限定"系列溢价近7倍 操纵证券市场，余韩被证监会罚没超10亿 理想汽车将关闭部分门店 腾讯通报2025年反舞弊结果：九十余人被解聘 TOP3大新闻 12306客服回应"高铁车厢二氧化碳浓度超标" 近日，一条在高铁二等座车厢内测二氧化碳浓度的视频引发网友热议，视频画面显示：乘客入座前，车 厢内二氧化碳浓度在880ppm（百万分之一，浓度单位）左右浮动；乘客入座过程中，二氧化碳浓度已 经开始上涨；行驶一段距离后，车厢内二氧化碳浓度已超过2000ppm，此时画面中的多数乘客也已进入 睡眠状态。这一现象引发了大量网友的共鸣：难怪一坐高铁就犯困！ 据中新经纬报道，一位中国铁路12306客服表示,高铁厢虽然是密闭空间，但在行驶过程中中央空调在保 持恒温的前提下会实时更换空气，提供氧气，(所以)即便是长时间行驶乘客也不会出现缺氧的情况。另 一位客服则表示，每趟列车在出发以及到站后都会做系统检查，空气方面肯定是没有问题的。至于有乘 客检测二氧化碳浓度变高可能确实是因为乘客密度变高。（中新经纬） 中国飞船预售票一张300万 1月22日，北京穿越者载人航天科技有限公司（以 ...

完整早报音频，请点击标题下方小耳机收听 【需驾驶员监督的 FSD 系统预计最快下个月在中国获批？特斯拉中国回应】 据路透社报道，当地时 间 1 月 22 日，特斯拉 CEO 埃隆·马斯克在瑞士达沃斯世界经济论坛上透露，特斯拉需驾驶员监督 的 FSD （ Full Self-Driving ）系统预计最快下个月在中国获批，有望与在欧洲获批的时间接近。 不过，特斯拉中国有关负责人就此回应记者称，"没有相关消息可以提供"。该负责人同时表示，特斯 拉 FSD 目前在中国市场推进工作，暂无新进展可以披露。（上证报） 【理想汽车：批量闭店、裁员均为不实信息，今年会关停少量能效较低的商超门店】 1月23日下午 消息，针对网传的闭店、裁员等传闻，理想汽车方面回应称，最近网络上出现关于理想汽车批量闭 店、裁员的舆情，均为不实信息。今年公司会针对少量能效较低的商超门店关停，但不涉及批量关闭 情况。数据显示，截至2025年12月31日，理想汽车在全国已有548家零售中心，覆盖159个城市。 理想汽车2025年的交付量为40.6万辆，未达成当年销量目标，相比2024年交付量出现下滑。（新浪 科技） 【 李亚鹏直播带货成总榜第一，超1 ...