IT之家 1 月 7 日消息，据《商业内幕》今天报道，特斯拉 CEO 马斯克昨天出席《Moonshots with Peter Diamandis》视频播客，与主持人对谈 AI、机器人、 中美关系等时下热门议题。 马斯克指出，目前先进制程芯片的边际收益正在递减，这可能使中国即使无法获得最先进的芯片，也能更容易地追赶上来。 结合IT之家此前报道，马斯克也会在 AI 以外的领域将中国视为学习对象，他曾在去年 11 月表示，希望将自己手里的 X 平台打造成"WeChat++"（微信升级 版）。 马斯克对此解释道："我很喜欢那种统一 App 或网站的概念，你几乎可以在那里做任何事情。中国就通过微信实现了这点"。 马斯克认为，中国在这场"AI 竞赛"中拥有决定性优势，其中电力扩张能力是关键，他估计，中国今年的发电量可能达到美国的三倍，可以带起更多消耗大 量电力的 AI 数据中心。 他对此补充道："电力是扩展 AI 的真正瓶颈，人们低估了把电力真正接入并投入使用的难度"。 他还认为，中国会想办法解决芯片问题。虽然美国一直在限制中国获取先进半导体芯片、技术，但随着时间推移，这些限制很可能不再重要。 马斯克在节目中表示："按 ...

Elon Musk, chief executive officer of Tesla Inc., left, and Jensen Huang, chief executive officer of Nvidia Corp., during the US-Saudi Investment Forum at the Kennedy Center in Washington, DC, US, on Wednesday, Nov. 19, 2025.Tesla CEO Elon Musk said Tuesday that it will take several years before Nvidia's new autonomous vehicle models pose serious competition to the company's Full Self-Driving (FSD) technology.During the CES conference in Las Vegas on Tuesday, Nvidia CEO Jensen Huang announced Alpamayo, a fa ...

Unveiled at CES, the Awards Celebrate Visionaries Redefining the Automotive Industry Through SDV Innovation Download Award Event Photos & Video LAS VEGAS, Jan. 7, 2026 /PRNewswire/ -- MotorTrend, one of the world's leading automotive media brands, today announced the winners of the fourth annual SDV (Software-Defined Vehicle) Innovator Awards, which were presented during a gala event at CES 2026 in Las Vegas, in partnership with QNX, a division of BlackBerry Limited (NYSE: BB; TSX: BB), whose technology is ...

Pascal Le Segretain / Getty Images Entertainment via Getty Images We are seven days into 2026, and Elon Musk’s net worth is already up $10 billion to $630 billion, according to the Bloomberg Billionaires Index. Tesla Inc.’s (NASDAQ: TSLA) stock price is down so far this year, so the gain cannot be attributed to that. Musk owns about 14% of the electric vehicle maker. 24/7 Wall St. Key Points Elon Musk’s net worth has already increased by $10 billion this year, even though Tesla Inc.’s (NASDAQ: TSLA) s ...

2025年悄然落幕，新能源汽车行业上演了一场励志爽剧。 零跑、鸿蒙智行、小鹏与小米汽车在2025年稳固占据着造车新势力第一梯队席位，且构成了明确的头部竞争阵营。 反观深蓝、智己、阿维塔、岚图、极氪等传统整车大厂出身的"创二代"品牌，虽背靠"家大业大"的母公司，含着金钥匙出生，要技术给技术，要资源给资 源，却始终囿于第二梯队，不温不火。 | 汽车手机 | 新能源品牌 | | 代表车型 | | | --- | --- | --- | --- | --- | | | 红旗新能源 | 红旗E-QM5 | 红旗EH7 | 红旗天工08 | | 上汽 | 智己 | 智己L6 | 智ヨLSE | 智己L7 | | 荒风 | 岚图 | 岚图知音 | 岚图追光 | 岚图梦想家 | | | 阿维塔 | 阿维塔07 | 阿维塔11 | 阿维塔12 | | 北汽 | 极狐 | 阿尔法T5 | 阿尔法55 | 阿尔法S | | | 吴铂 | 昊铂HT | 昊铂GT | 景钳2SR | | 奇瑞 | :144 | | | | | | iCAR | iCAR V23 | | iCAR 03 | | 长城 | n | | | | | | 魏 ...

要点提炼： 近日，在美国得克萨斯州奥斯汀那座占地1150万平方英尺的特斯拉超级工厂（Giga Factory）中，一场定调未来的重磅年度对话正在发生。对话的主角是刚刚 被重新任命为NASA重要合作伙伴、正在推进火星殖民计划的埃隆·马斯克（Elon Musk），以及"零重力"公司创始人、奇点大学执行主席彼得·迪亚曼迪斯 （Peter Diamandis）和Link Ventures创始人戴维·布伦丁 (David Blundin)。 在这座Cybertruck的摇篮以及即将生产数百万台Optimus机器人的工厂里，马斯克在对话中抛出了极具冲击力的断言： "技术奇点"不再是科幻名词，而是眼前 的现实。 马斯克直言：" AI和机器人是'超音速海啸'（Supersonic Tsunami），我们已经身处'技术奇点'（Singularity）之中。 " 而对于那个被全球科技界反复争论的AGI时间表，马斯克给出了有史以来最清晰的预判：" 我认为我们将在明年，也就是2026年实现AGI（通用人工智能）。 "在他看来，到了2030年，AI的总智能将" 超过全人类智能的总和 "。 这不再是一场渐进式的改良，而是一次物种级别的更 ...

未经许可，不得转载或者引用。 投资要点 为什么在2020年整车行情出现向上拐点？ 2020年起虽有疫情干扰，但指数开始向上，主要原因为行业销量同比转正；新能源渗透 率开始出现实质性的拐点，且本轮新能源浪潮带动自主品牌份额显著提升，自主整车车企分得 更多行业蛋糕。 n新能源渗透率出现核心拐点的原因主要为：特斯拉国产化后带来产业趋势 强化，Model 3迅速爬坡上量成为爆款。产业链经济性的改善带来供给端百花齐放。 几次整车指数见底向上分别发生了什么？ 21年5月：电动化逻辑仍很强势（渗透率约为10%），终端需求未减弱，缺芯阶段性缓解。 行 业缺芯问题从2021年初开始全面爆发，指数对应下跌。21年5月开始市场普遍预期7-8月供应问 题将逐步缓解（预计马来西亚芯片工厂8月将复工等），股价提前反应行业基本面改善的前 景。 22年5月：电动化逻辑较强势（渗透率约为25%），封控区复工复产，购置税补贴政策落地， 电池成本高位震荡。 22Q1上海等地由于疫情影响长三角地区供应链体系也受到较大影响，同 时电池成本飙升，指数快速调整。22年5月国常会宣布阶段性减征乘用车购置税 600 亿元，对 30 万元以下、2.0L 及以下 ...

Core Viewpoint - The article emphasizes the significant advancements in L4 and L3 autonomous driving technologies, highlighting a dual stronghold in the U.S. and China, with notable developments in commercial applications and regulatory approvals [3][10]. Group 1: December Smartization Marginal Changes Summary - L4 commercialization is experiencing global resonance, while L3 policies have made a "0-1" breakthrough. Tesla has initiated pure unmanned testing in Austin without safety drivers or passengers, and the Chinese version of FSD has completed compliance construction in Shanghai [3][10]. - Waymo's monthly active users have increased by 96.6% year-on-year to 1.64 million, accelerating the validation of its business model. Domestic players like Pony.ai have integrated into the WeChat ecosystem, and CAOCAO's "Ten Years, One Hundred Cities, One Hundred Billion" Robotaxi strategy continues to expand [3][10]. - The policy side for L3 has seen a milestone breakthrough with the issuance of the first batch of L3 permits by the Ministry of Industry and Information Technology, marking a transition from assisted driving to conditionally automated driving in China [3][10]. Group 2: January Smartization Catalysts - The industry may enter a year of Robotaxi explosion, driven by both technology and policy, accelerating towards an "iPhone moment" for AI smart vehicles. CES 2026 is expected to be a key industry indicator, with NVIDIA's CEO focusing on the latest advancements in physical AI [4][10]. - In the L4 dimension, attention is on Tesla's FSD V14.2 performance across the U.S. without driver intervention and the expansion of its fleet. For L3, January 2026 will mark the first complete month for public road commercial trials in cities like Chongqing and Beijing, with a focus on operational takeover rates and accident liability cases [4][10]. Group 3: Investment Recommendations - The company maintains a strong outlook for the L4 RoboX theme in 2026, favoring B-end software stocks over C-end hardware stocks. Preferred H-shares include Xpeng Motors, Horizon Robotics, Pony.ai, WeRide, CAOCAO, and Black Sesame Intelligence, while A-shares include Qianli Technology, Desay SV, and Jingwei Hirain [5][10]. - Relevant downstream application stocks include those in the Robotaxi sector, such as Tesla and Xpeng Motors, as well as technology providers like Horizon and Baidu. The transformation of ride-hailing and taxi services involves companies like Didi, CAOCAO, and others [5][10]. Group 4: Supply Chain Insights - In the upstream supply chain, key players include B-end unmanned vehicle manufacturers like BAIC BluePark, GAC Group, and Jiangling Motors, along with core suppliers for testing services, chips, domain controllers, sensors, and other components [5][10]. - The investment landscape is characterized by a spiral upward iteration of hardware and software, with significant opportunities in both sectors as the industry transitions from the 0-1 stage to more advanced phases [15][10].

Tesla Inc (NASDAQ:TSLA) is one of the 8 best American stocks to buy and hold in 2026. Wedbush analyst Dan Ives released an update on Tesla Inc. (NASDAQ:TSLA) stock after the EV maker announced its delivery figures for the full year 2025. While the delivery numbers weren’t impressive, the analyst was upbeat, calling them a step in the right direction. There's No One Who Wants To Go Against Tesla, Inc. (TSLA), Says Jim Cramer Hadrian / Shutterstock.com In Q4, Tesla delivered 418,227 vehicles while produci ...

自 2025 年 10 月 分析师将特斯拉（Tesla, Inc., TSLA）的评级下调至 卖出 以来，其股价基本横盘震荡。 此后，市场陆续迎来了两份关键 数据 —— 公司第三季度财报与第四季度交付量报告，而这两份数据均持续印证着分析师的空头观点。这些数据远不止表面的交付量下滑那么 简单。从 10 月至今，特斯拉股价维持不变的表现，对投资者而言，堪称一次难得的离场良机。 用 户 群 体 的 疏 远 与 核 心 人 物 风 险 我们不会深入探讨多头最看重的三大炒作概念 —— 完全自动驾驶（FSD）、人工智能与机器人技术。原因很简单，这三项业务至今均未产生 实质性的财务收益，依旧停留在投机阶段。 即便未来其中一项或多项业务能够取得成功，也必须正视一个现实：这些领域的竞争都异常激烈，而特斯拉在切入这些赛道时，已然因创始人 的政治立场卷入争议，导致品牌声誉受损，暴露出显著的 核心人物风险 。近年来，市场上一直流传着 "过度追求政治正确，终将反噬企业经 营" 的说法，而这一道理反过来同样成立。特斯拉因立场问题疏远了至少半数消费者，进而可能损害用户信任 —— 这对公司的发展而言，无 疑是一剂毒药。 【如需和我们交流可扫 ...