Tesla(US:TSLA) Xin Lang Cai Jing·2026-02-09 08:32Core Insights - Tesla is making progress on the rollout of its Full Self-Driving (FSD) technology in China, although no specific launch date has been announced yet [1][5] - The global cumulative mileage for Tesla's FSD has surpassed 7.5 billion miles (approximately 12 billion kilometers), with the latest version 14 showing strong performance [6] - Tesla's capital expenditure plan for 2026 exceeds $20 billion, focusing on AI hardware and software, as well as energy solutions [8] Group 1: FSD Development in China - Tesla's Vice President Tao Lin stated that the FSD rollout in mainland China is progressing steadily, including the establishment of local training centers [1][5] - The FSD technology has received "partial approval" in China, with expectations for full approval by February or March 2026, although some reports have disputed this timeline [6] - The company is adapting its FSD technology to handle the unique road conditions in China, with local training centers dedicated to this task [2][6] Group 2: Collaboration and Licensing - Tesla is open to licensing its autonomous driving technology to other automakers, promoting an open and collaborative industry environment [3][7] - The company believes that sharing its technology can accelerate the arrival of fully autonomous driving, especially since not all automakers have the capability to develop such technology independently [7] Group 3: Capital Expenditure and Energy Focus - The $20 billion capital expenditure plan includes investments in AI and energy sectors, with a commitment to enhancing local capabilities in China [8] - Tesla has already deployed local training centers in China for FSD optimization and has signed significant Megapack orders in various regions, indicating a strong focus on energy solutions [8]