特斯拉2026年资本支出将超过200亿美元 副总裁陶琳公布六大投资方向

Core Insights - Tesla's Vice President Tao Lin outlined the company's strategic planning and business layout for 2026, with capital expenditures exceeding $20 billion [1] Group 1: Capital Expenditure Allocation - The capital expenditure will focus on six main areas, including the advancement of Cybercab mass production, with core production line construction in the U.S. nearly completed [1] - Significant investment will be directed towards the AI computing center in Texas, which has already received over $10 billion, with plans for substantial additional investment in 2026 [1] - Upgrades to the robotics factory are underway, with a goal to achieve mass production capabilities for the Optimus robot by the end of 2026 [1] Group 2: Business Expansion and Upgrades - Tesla will continue to expand its energy storage business, increasing manufacturing investments to meet the rapidly growing global energy demand [1] - The global manufacturing system will be upgraded to enhance hardware automation and software capabilities, making the entire manufacturing system more efficient and scalable [2] - The charging network will be continuously expanded and opened to more automotive companies, increasing coverage and accessibility [2]