2026年的特斯拉：电动车承压，AI接棒

Group 1 - Tesla's stock price has increased over 25% this year, surpassing the S&P 500 index's 18% gain, reaching an intraday high of $498.83 in December [1] - Despite pressure on electric vehicle sales, there are high expectations for Tesla's advancements in autonomous taxi services, humanoid robots, and in-house chip development [3] - Analyst Dan Ives predicts Tesla could reach a $3 trillion valuation after a "monster year," nearly double its current market value [3] Group 2 - Tesla's robotaxi network is progressing far below expectations, with only about 160 vehicles currently operating, despite promises of expansion to multiple urban areas [4] - Analysts express skepticism about Tesla's ambitious goals, noting that the company has a history of over-promising on product timelines [4][5] - The adoption rate of Tesla's Full Self-Driving (FSD) software remains low, with only 12% of customers paying for it as of Q3 [6] Group 3 - Tesla plans to introduce humanoid robots and a new microchip, which could define its future, with the humanoid robot market potentially reaching $5 trillion by 2050 [9][10] - The company faces challenges in developing the humanoid robot, particularly in sourcing components and designing its features [10] - The next-generation AI5 chip is expected to begin production by the end of 2026, with significant improvements over the current AI4 chip [11][12]