马斯克透露FSD入华进展

Group 1 - Tesla CEO Elon Musk announced the potential need for a "giant chip manufacturing plant" to produce AI chips, possibly in collaboration with Intel, although no agreements have been signed yet [3] - The proposed plant could produce at least 100,000 wafers per month and is aimed at supporting the manufacturing of autonomous vehicles and humanoid robots [3] - Tesla's Cybercab, an autonomous electric vehicle, made its Asia-Pacific debut at the China International Import Expo, featuring a design without a steering wheel or pedals [3] Group 2 - Tesla has begun trial production of its humanoid robot at the Fremont factory, with a larger production line expected to be operational by 2026, aiming to keep the cost of each robot under $20,000 [4] - The company plans to eliminate safety drivers for its Robotaxi service in Austin by the end of the year, with expansion plans to Nevada, Florida, and Arizona [7] - During the shareholder meeting, Musk revealed that Tesla's Full Self-Driving (FSD) technology has received "partial approval" in China, with full approval expected around February or March 2026 [7] Group 3 - The Tesla shareholder meeting voted to support an investment in Musk's AI company xAI, despite potential conflicts of interest, which is seen as beneficial for both Tesla and xAI [8]