Tesla(US:TSLA) Sou Hu Cai Jing·2026-01-23 03:15Group 1 - Elon Musk's unexpected appearance at the World Economic Forum in Davos sparked significant attention, especially given his previous skepticism about the event [1] - During the dialogue, Musk discussed the commercialization timeline for Tesla's humanoid robot, Optimus, stating it will be available to the public by the end of next year [2] - Musk emphasized that Tesla's Full Self-Driving (FSD) technology is a solved problem, with plans for broader rollout in the U.S. and potential approvals in Europe and China [2] Group 2 - Musk highlighted the critical role of energy in AI development, noting that while AI chip production is increasing, global electricity growth is lagging at 3%-4% annually [3] - He provided specific data on solar energy potential, indicating that China's solar capacity could significantly contribute to global electricity needs [3] - Musk predicted that by the end of this year, AI will surpass human intelligence, with a further leap expected by 2030 or 2031, which could reshape the global economy [4] Group 3 - The market reacted positively to Musk's announcements, with Tesla's stock rising over 4% to $449.36, reflecting investor optimism about the company's future growth prospects [4] - Analysts believe that the commercialization timeline for robots and advancements in AI alleviate concerns regarding Tesla's core automotive business growth [4]