NewStreet Research analyst Pierre Ferragu has hailed Tesla Inc.'s (NASDAQ:TSLA) Robotaxi efforts compared to the likes of Alphabet Inc.-backed (NASDAQ:GOOGL) (NASDAQ:GOOG) Waymo.Tesla ‘Seven Times More Capital Efficient' Than Rivals, Says Pierre FerraguIn an interview with influencer Farzad Mesbahi on Saturday, Ferragu shared his thoughts on the company's Robotaxi efforts. "Tesla is seven times more capital efficient than competitors," Ferragu said, adding that Waymo still faced issues related to costs."Way ...

马斯克周末在社交媒体发贴称，既然 AI5 芯片设计已经成熟，特斯拉将重启 Dojo3 的研发工作。 一位网友评论称，特斯拉重启Dojo等于是在说英伟达的芯片太贵了。 马斯克周二回应称："好吧，除非我们有便宜的芯片，否则要想每年在太空部署1太瓦人工智能，我们需 要的资金实际上会远远超过我们现有的资金。" 责任编辑：于健 SF069 责任编辑：于健 SF069 一位网友评论称，特斯拉重启Dojo等于是在说英伟达的芯片太贵了。 马斯克周二回应称："好吧，除非我们有便宜的芯片，否则要想每年在太空部署1太瓦人工智能，我们需 要的资金实际上会远远超过我们现有的资金。" 马斯克周末在社交媒体发贴称，既然 AI5 芯片设计已经成熟，特斯拉将重启 Dojo3 的研发工作。 ...

（原标题：中加电动车贸易"破冰"！特斯拉(TSLA.US)或靠上海工厂抢占先机 中国车企迎北美新战场） 智通财经APP获悉，业内专家表示，凭借早年就开启的上海工厂对加出口业务，以及业已成熟的加拿大本土销售网络，特斯拉(TSLA.US)有望成 为加拿大取消中国产电动汽车100%关税政策的首批受益车企之一。 根据上周五宣布的协议，加拿大将允许每年从中国进口最多4.9万辆汽车，按最惠国待遇征收6.1%的关税。加拿大总理卡尼表示，五年内配额可能 增至7万辆。 然而，协议中有一项条款规定，配额的一半将保留给价格低于3.5万加元(约合25189美元)的车型。而特斯拉所有车型的价格均高于此门槛。 尽管中国多家车企都渴望借这一政策东风拓展海外市场，但特斯拉已占得先机——早在2023年，该公司就对其全球规模最大、成本控制最优的上 海工厂完成改造，投产并出口专供加拿大市场的Model Y车型。 同年，特斯拉正式启动上海工厂对加出口业务，这直接推动加拿大从中国进口的汽车量大幅攀升。2023年，经加拿大最大港口温哥华入关的中国 产汽车数量同比激增460%，达到44356辆。 但好景不长，2024年加拿大政府以"应对中国所谓的国家主导 ...

Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk has confirmed that the automaker's vehicles equipped with the AI4 (HW4) chip will be able to achieve unsupervised autonomous driving without requiring upgrades.AI4 Will Be Capable Of Self-DrivingOn Monday, user @iliketeslas shared a post on the social media platform X, stating that the current AI4 chips are capable of running Unsupervised FSD without "better hardware."Responding to the post, Musk confirmed the claim. "Yup," the CEO said in his response. He had earlier ...

去年年底，特斯拉在官网上罕见发布悲观的分析师交付量预期汇总，数据显示其第四季度交付量均值预 期为422850辆，同比降幅达15%，较44万辆的市场共识更为悲观。包括大和、德意志银行、高盛、巴克 莱等20家机构参与了预估。 智通财经APP获悉，巴克莱发布研报，重申对特斯拉(TSLA.US)"中性"评级，并表示基本面对于这只股 票而言仍然是"次要因素"。 该行分析师表示，"我们认为，特斯拉 2025 年的股票表现将以叙事性为主，而基本面似乎被忽略了。" CEO马斯克曾多次强调，"特斯拉核心是一家AI公司"，他将自动驾驶与机器人列为未来发展的关键。特 斯拉目前正筹备再度扩建美国得克萨斯超级工厂，拟新建一座专用设施用于其人形机器人Optimus的量 产，以实现年产能1000万台的目标。马斯克还透露，公司旗下Robotaxi车队规模预计将于下月翻番。 值得注意的是，特斯拉明确表示"不认可分析师的任何信息、建议或结论"，仅客观呈现汇总后的共识数 据。 通常情况下，特斯拉会汇总卖方分析师对未来交付数据的预测，但此类信息以往多通过邮件形式由投资 者关系团队定向发送给特定分析师和主要投资机构，极少对外公开。 市场分析认为，特斯 ...

特斯拉宣布，其全自动驾驶系统（FSD）的免费转移服务将于3月31日结束。 责任编辑：于健 SF069 特斯拉宣布，其全自动驾驶系统（FSD）的免费转移服务将于3月31日结束。 根据电动汽车分析师索耶·梅瑞特周一在X上分享的消息，特斯拉表示，客户需要在3月31日前订购新车 才能享受免费FSD转移服务。 特斯拉自2025 年4月起，为那些已为之前车辆的 FSD 服务付费的客户提供了这样一个机会：如果他们 打算更换或升级车辆，可以免费将该服务转移至他们的特斯拉新车上。 根据梅瑞特分享的信息，选择免费 FSD 转移服务的客户可以在 3 月 31 日之后提车，并且仍符合资格要 求，前提是他们在截止日期前就下了订单。 根据电动汽车分析师索耶·梅瑞特周一在X上分享的消息，特斯拉表示，客户需要在3月31日前订购新车 才能享受免费FSD转移服务。 特斯拉自2025 年4月起，为那些已为之前车辆的 FSD 服务付费的客户提供了这样一个机会：如果他们 打算更换或升级车辆，可以免费将该服务转移至他们的特斯拉新车上。 根据梅瑞特分享的信息，选择免费 FSD 转移服务的客户可以在 3 月 31 日之后提车，并且仍符合资格要 求，前提是他 ...

Group 1 - The core viewpoint of the articles highlights the introduction of a 7-year low monthly payment car purchase plan by Li Auto, which includes interest-free options for the first three years on models MEGA and i8 [1] - Since 2026, multiple brands including Tesla, Xiaomi, and Li Auto have adopted similar 7-year low-interest monthly payment policies, indicating a potential shift in the automotive market towards a "7-year car purchase" era [1]

（全球TMT2026年1月20日讯）今日要点：SK海力士将向员工发放创纪录巨额年终奖；台积电或在美国追加投资5家工厂；马斯克公布特斯拉AI芯 片研发路线图；OpenAI计划下半年发布首款硬件设备；王腾新公司完成数千万种子轮融资；李东生不再兼任TCL科技CEO。 SK海力士将向员工发放创纪录巨额年终奖 SK海力士将向全体员工发放人均超1.36亿韩元（约合64万元人民币）的绩效奖金，创公司成立以来最高纪录。重要原因在于，去年9月，SK海力 士与工会达成历史性劳资协议，废除此前"利润分享金（PS）不超过基本工资10倍"的上限，改为将年度营业利润的10%纳入奖金池。按照市场一 致预期，SK海力士2025年的营业利润将逼近45万亿韩元（约合2127.15亿元人民币），由此形成4.5万亿韩元（约合212.72亿元人民币）的奖金总 额。按公司3.3万名员工规模平均核算，人均可获1.36亿韩元。此外，员工还可选择将最高50%的奖金兑换为公司股票，持有满一年可额外获得 15%现金奖励。 台积电或在美国追加投资5家工厂 预计需求达到产能3倍的人工智能(AI)半导体的增产将加速。几乎包揽AI半导体生产的台积电(TSMC)1月15日 ...

Core Insights - Ark Invest has introduced its "big ideas" for 2026 through a series of custom images called "ARKmoji," inviting followers to interpret the themes behind each image [1][2] Group 1: AI Agents - The first ARKmoji represents agentic AI, with user interpretations divided among AI Agent Takeover (37.5%), AI Consumer Op System (32.2%), and Build-Your-Own-Agent (25.7%) [3] - Relevant holdings in Ark's portfolio include Palantir Technologies Inc. (NASDAQ:PLTR), Tempus AI Inc. (NASDAQ:TEM), and Shopify Inc. (NASDAQ:SHOP) [3] Group 2: Genomics - The second ARKmoji, depicting a DNA helix, suggests a focus on genomics, with votes split among molecular diagnostics (34.7%), aging backwards (21.3%), multiomics (25.2%), and the software layer of biology (18.8%) [4] - Key stocks in this area include Crispr Therapeutics AG (NASDAQ:CRSP), 10x Genomics Inc. (NASDAQ:TXG), and Illumina Inc. (NASDAQ:ILMN) [4] Group 3: The Space Race - The third ARKmoji features a rocket, with 55% of users voting for reusable rockets, while 27.5% favored the broader theme of "The Space Race" [5] - Holdings in this sector are primarily found in Ark's Space & Defense Innovation ETF (BATS:ARKX), including Rocket Lab Corp. (NASDAQ:RKLB), Iridium Communications Inc. (NASDAQ:IRDM), and Intuitive Machines Inc. (NASDAQ:LUNR) [5] Group 4: Cryptocurrencies / Tokenization - The fourth ARKmoji shows a dollar note on a blockchain, indicating a focus on cryptocurrencies and tokenization, with 36.1% voting for cryptocurrencies and 41.1% for tokenization [6][7] - Relevant stocks include Coinbase Global Inc. (NASDAQ:COIN), BitMine Immersion Technologies Inc. (NYSEAMERICAN:BMNR), Bullish (NYSE:BLSH), and Robinhood Markets Inc. (NASDAQ:HOOD) [7] Group 5: Robotics - The fifth ARKmoji, depicting a robot, received 59% of votes for "Robotics," while 25.6% chose "I, Robot" [8] - Prominent holdings in this theme include Tesla Inc. (NASDAQ:TSLA), Kratos Defense & Security Solutions Inc. (NASDAQ:KTOS), and AeroVironment Inc. (NASDAQ:AVAV) [8] Group 6: The Great Acceleration - The final ARKmoji shows a cluster of arrows, suggesting exponential growth, with "The Great Acceleration" receiving 55.8% of votes, followed by "S-Curves Feeding S-Curves" at 26% [9] - The specific stock or idea related to this theme remains unclear, but it may involve the convergence of various technologies and ideas [10]

Core Viewpoint - Elon Musk's focus on the humanoid robot Optimus is expected to transform Tesla into a company valued at $25 trillion, significantly impacting the T-chain stocks positively [2][4][9]. Summary by Sections Optimus Development - Musk has indicated that the Optimus V3 is set to be released in Q1 2026, with recent tweets suggesting that the design is finalized and performance exceeds expectations [11][12]. - The anticipation surrounding Optimus V3 has led to a surge in interest and stock prices for companies involved in the T-chain, particularly those related to sensors and materials [12][13]. T-chain Stocks Performance - Several T-chain stocks have experienced significant price increases, with some reaching daily limits due to positive news regarding their communication and partnerships in North America [15][16]. - Key T-chain companies such as WX, RT, KS, FS, and SL have been highlighted for their potential, especially following successful communications in North America [12][15]. Market Trends and Future Outlook - The market is currently focused on companies that are securing contracts and establishing communication channels in North America, which are seen as indicators of future growth [12][15]. - The upcoming Tesla Q4 earnings call is anticipated to further influence T-chain stocks, as Musk prepares for the Optimus V3 launch, potentially leading to a major upward trend in these stocks [18].