Tesla(US:TSLA) Mei Ri Jing Ji Xin Wen·2026-01-21 05:57Group 1 - The core viewpoint of the news highlights the performance of the Huaxia Sci-Tech AI ETF (589010), which experienced a maximum increase of 4.28% during trading, with a latest price of 1.614 yuan, reflecting a 3.00% rise from the opening price [1] - The ETF tracks 30 constituent stocks, with 21 showing gains, led by Lanjie Technology with a 13.03% increase, while a few stocks showed weakness [1] - The trading volume of the ETF reached 112 million yuan, with a turnover rate of 4.28%, indicating a high level of trading activity [1] Group 2 - Tesla's CEO Elon Musk announced the restart of the previously shelved supercomputer project Dojo 3, marking a significant strategic shift for Tesla, with the project now focusing on "space AI computing" rather than just autonomous driving model training [1] - CITIC Securities stated that the user penetration rate of AI large models is still low, indicating that the development of large models is in the early to mid-stages, and the industrialization cycle has just begun, suggesting high potential for capital expenditure growth alongside revenue increases from large models [1] - The company continues to recommend investments in the AI computing sector, including both domestic and North American computing supply chains [1][2]