Tesla(US:TSLA) Youtube·2026-01-28 23:44分组1 - Tesla exceeded earnings estimates for the fourth quarter with an adjusted EPS of 50 cents compared to the expected 45 cents, and operating income also surpassed expectations [2][12] - The company is ramping up production in North America for the Tesla Semi, Cybertruck, and next-generation Roadster, with six new production lines being established [2][3] - Tesla plans to unveil the Optimus version 3 robot in Q1 of this year, aiming for production to start by the end of the year with a target capacity of 1 million robots [3][15] 分组2 - The market reacted positively to Tesla's strong profitability, with adjusted EBITDA and free cash flow beating consensus estimates, and there is better visibility on near-term plans for robo-taxis and Optimus robots [12][13] - Tesla is still the leading EV manufacturer in the U.S., offering long-range vehicles at competitive prices, but sales may decline in the first three quarters of 2026 due to the end of the EV tax credit [21][22] - The full self-driving (FSD) system will transition to a subscription model, which is expected to unlock additional profits as the technology advances towards unsupervised driving [23][24] 分组3 - SpaceX is considering a mid-June IPO, aiming to raise up to $50 billion with a valuation of approximately $1.5 trillion, potentially making it one of the largest companies globally [6][7] - The excitement around SpaceX is driven by its unique capabilities in space travel and potential future applications, such as data centers in space [9][10] - Analysts believe that while Nvidia poses a long-term competitive threat in AI and self-driving technology, Tesla currently maintains a significant lead in autonomous driving software [25][28]