Tesla(US:TSLA) 华尔街见闻·2026-01-23 01:15Core Viewpoint - Elon Musk outlined an ambitious vision for Tesla, focusing on humanoid robots, autonomous driving, space exploration, and artificial intelligence (AI), predicting that AI could surpass human intelligence by the end of this year [2][9]. Group 1: Humanoid Robots and AI - Tesla's humanoid robot, Optimus, is expected to be publicly available for sale by the end of next year, contingent on the robot's reliability, safety, and functionality [3][6]. - Musk believes that billions of AI-driven robots will eventually outnumber humans and will be deployed in various settings, including homes, to assist with tasks ranging from dishwashing to childcare [6][9]. - By the end of 2026, Optimus robots are anticipated to handle more complex tasks, with some already performing basic functions in Tesla's factories [7]. Group 2: Autonomous Driving - Tesla's Robotaxi service is projected to be widely deployed across the U.S. by the end of this year, with current operations in Austin, Texas, lacking in-car safety supervisors [3][8]. - Musk claims that Tesla's full self-driving software is essentially a solved problem, with updates occurring weekly and some insurance companies offering discounts for users of the technology [8]. Group 3: Space Exploration - SpaceX aims to achieve full reusability of its Starship rocket this year, which Musk claims could reduce space travel costs by a factor of 100, bringing costs below $100 per pound [8]. - Musk discussed plans to deploy solar-powered AI satellites in space, predicting that solar panel efficiency in space is five times greater than on Earth [8][9]. Group 4: Energy Production - A solar panel area measuring 100 square miles could potentially power the entire United States, with Tesla and SpaceX teams working to establish an annual solar manufacturing capacity of 100 gigawatts in about three years [9].