Xin Hua Cai Jing·2025-11-05 03:31Core Viewpoint - Artificial intelligence is a global focus, with Tesla showcasing its Cybercab autonomous vehicle and Tesla Bot at the China International Import Expo, igniting public expectations for AI technology implementation [2] Group 1: Tesla's Innovations - Tesla's Cybercab, featuring a golden streamlined body and no steering wheel or pedals, represents the reality of fully autonomous driving supported by "end-to-end neural network" technology [2] - The Cybercab's debut at the expo marks its first appearance in the Asia-Pacific region, showcasing Tesla's pure visual end-to-end neural network capabilities [2] - Tesla has accumulated 60 billion miles of driving data by the end of Q3, enhancing its end-to-end neural network capabilities [3] Group 2: Future Plans and Developments - Tesla plans to start mass production of the Cybercab in Q2 2026, aiming to serve its Robotaxi autonomous ride-hailing fleet [3] - The deployment of Robotaxi is expected to be cautious, with operations anticipated in 8 to 10 urban areas by the end of 2025 [3] - The third-generation Tesla Bot is set to be released in Q1 2026, with production lines being installed to achieve an annual capacity of 1 million units by the end of 2026 [5] Group 3: Strategic Shift and Market Potential - Tesla's strategic shift emphasizes AI and humanoid robots, with the humanoid robot business projected to account for 80% of Tesla's value in the future [5] - The potential market size for humanoid robots could reach $26 trillion, according to ARK Invest's Cathie Wood, who remains optimistic about Tesla's long-term prospects [5]