華爾街的分析師 要心臟驟停了！ 馬斯克這次 沒開玩笑 他剛剛洩漏了 特斯拉未來十年 的最大底牌 FSD 已經解決了！ 你沒聽錯 不是明年 不是畫大餅 馬斯克在最新的 黑客松上 直接放話： 只要 3週！ 就在德州奧斯汀 沒有安全員 完全無人駕駛的 Robotaxi 將正式上路！ 這意味著什麼？ 我們喊了五六年 的「狼來了」 這次狼真的 站在門口了！ 你以為他在吹牛？ 華爾街頂級投行 Piper Sandler 剛剛挖到了 後台數據 特斯拉最新的 FSD 版本 關鍵接管里程 直接暴漲了 20倍！ 這是四年來 最恐怖的 數據飛躍 一旦 3週後 奧斯汀街頭 出現無人車 今天的股價 回頭看 可能就是 絕對的地板價 這場秀 才剛開始 你準備好 上車了嗎？. ...

大家好我是大鱼 马斯克竟然 亲口承认 如果能重来 我绝不碰政治 在最新专访中 他罕见流露 对DOGE的悔意 直言这场 冒险代价惨重 甚至导致了 不必要的牺牲 当钢铁侠意识到 政治泥潭 深不见底 这是否意味着 他将把精力 从政坛收回 重新全职 聚焦特斯拉？ 这对焦虑的 投资者 意味着什么？ 今天将带你 读懂这场 信息量爆炸的 真心话大冒险 大家不要错过 今天的精彩内容 OK let's go 特斯拉的股票 周二收盘是 445.26% 全天上涨了 5.68%美元 涨幅是1.29% 成交量是 6086万股 第一部分 马斯克后悔搞政治 如果你手上 有Tesla 股票 或者你一直 在担心老马 被政治 这一 摊烂事拖垮 那今天这支 影片你非看不可 就在刚才 Katie Miller 放出了对马斯克 的最新专访 信息量大到爆炸！ 老马竟然 亲口承认 如果能重来 他可能根本不会 去搞什么 DOGE （政府效率部） 因为代价 实在太大了！ 这是不是意味着 那个「全职」的 马斯克要回来了？ 我们赶紧来 拆解一下 第一点： 关于DOGE 的 真心话大冒险 大家都知道 年初那段时间 马斯克为了那个 DOGE （政府效率部） 忙得不可 ...

新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同 其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。 责任编辑：石秀珍 SF183 人民财讯12月10日电，近日，在中欧基金2026年度投资策略会上，关于2026年的科技投资，代云锋表 示，看好AI应用侧的突破。其中，AI基础设施与智能硬件趋势清晰、可预测性强，核心为跟踪进展并 动态修正判断；而人形机器人、自动驾驶等高技术领域的关键性突破有望催生重大投资机遇。 人民财讯12月10日电，近日，在中欧基金2026年度投资策略会上，关于2026年的科技投资，代云锋表 示，看好AI应用侧的突破。其中，AI基础设施与智能硬件趋势清晰、可预测性强，核心为跟踪进展并 动态修正判断；而人形机器人、自动驾驶等高技术领域的关键性突破有望催生重大投资机遇。 在他看来，AI应用可关注三大方向：一是消费娱乐领域，继游戏、电商等场景后，AI广告、AI教育等 新场景持续涌现；二是企业经营优化，AI赋能内部流程，降本提效；三是人形机器人、智能驾驶等新 范式、新场景。 关于智驾，代云锋关注三大方向：一是整车企业弹性最大，有望 ...

Market Analysis & Stock Performance - The report suggests that a 339% drop in Tesla's stock price on a Monday is a strategic shakeout targeting those who blindly chase high prices [1] - The stock price is near its short-term ceiling, making it an unattractive entry point for short-term traders, especially around $460 [1] - The report anticipates a sideways trading period for Tesla's stock, similar to past patterns after a surge in trading volume [1] - The report estimates a 570 to 640 USD target price for Tesla stock in the next 12 months [1] Robotaxi & Autonomy - The removal of safety drivers from Robotaxis is seen as a key catalyst for a significant change in Tesla's valuation [1] - Tesla is expected to adopt a "Super Safe" strategy, initially removing safety drivers in specific, well-tested areas of Austin [1] China Sales & Global Strategy - Tesla's China sales rebounded strongly in November, with 73145 vehicles sold, marking a 181% increase compared to October [1] - Despite the monthly surge, Tesla's retail sales in China experienced a slight year-over-year decrease of 05% in November, and a 737% decrease from January to November [1] - Shanghai factory's total wholesale volume in November reached 86700 vehicles, including exports [1] - The report highlights that while China faces intense competition, Tesla's global performance remains strong, with exports and other markets showing positive growth [2] Semi Truck & Logistics - DHL has added Tesla Semi to its fleet, reporting a real-world test performance of 172 kWh/mile with a 34-ton load [2] - Tesla Semi achieved a range of 390 miles (625 kilometers) in DHL's testing [2] - DHL expects to receive more Tesla Semi trucks by 2026, with mass production anticipated to begin in Nevada [2]

此前，特斯拉就曾在其实验室中使用 VR 头显训练 Optimus 机器人。不过不久前，马斯克曾激烈反驳外 界关于 Optimus 演示依赖远程操控的说法。10月4日，马斯克在社交平台X上发布了一段Optimus学习中 国功夫的视频，有网友在评论区提问"擎天柱"是由远程操控还是AI驱动，马斯克回应称，"AI，而非遥 控操作"。 12月3日，特斯拉CEO马斯克在社交平台X转发了 Optimus 团队发布一段"擎天柱"人形机器人跑步的短 视频。该团队配文称：刚在实验室刷新了个人纪录。 不久前，"大空头"迈克尔·伯里（Michael Burry）称马斯克旗下的特斯拉市值被"荒谬地高估"了，且这种 情况已持续相当长时间。而马斯克此前曾表示，特斯拉不仅是一家汽车制造商或者太阳能电池板、储能 系统供应商，更是一家AI公司。在他看来，特斯拉的人形机器人项目Optimus将是"公司历史上潜力最 大、挑战最高的产品"，同时也在大力拓展Robotaxi业务。 12月8日消息，在上周末美国迈阿密举办的一场演示活动中，特斯拉"擎天柱"Optimus人形机器人在与现 场参观者互动过程中，被拍到疑似受远程操控。 在互动中，机器人尝试递送瓶 ...

21世纪经济报道记者孔海丽广州报道 12月5日，由南方财经全媒体集团指导，21世纪经济报道和渣打银行联合主办，由广东省机器人协会支 持的"粤港澳大湾区新经济发展论坛暨21世纪科技年会"在广州南方财经大厦举行。 作为"南方财经论坛2025年会"的重要专题会议之一，本届科技年会以"创新无界智见未来"为主题。在聚 焦"AI驱动的新经济图景"的圆桌论坛上，哈啰首席技术官刘行亮围绕AI产业发展痛点、哈啰自动驾驶出 租车(Robotaxi)布局逻辑及落地进展等话题，分享了行业一线观察与实践思考。 AI商业化与成本优化成关键 谈及目前各行业在AI应用上存在哪些共性的瓶颈问题，以及如何看待AI泡沫论，刘行亮表示，当前行 业面临的核心挑战并非技术迭代本身，而是商业化落地与成本控制两大难题。 "无论是海外的OpenAI，还是国内各大AI头部模型厂家，目前尚未有实现盈利的案例。"他指出，尽管 垂直领域有部分小公司盈利，但在大规模资本投入的背景下，头部企业未能盈利的现状，说明行业尚未 找到支撑庞大市值的C端付费场景，商业化闭环尚未形成，这是AI健康长期发展需首要解决的问题。 哈啰Robotaxi锚定物理智能赛道 基于对AI技术的深刻 ...

Core Insights - The competition in the Robotaxi sector is intensifying, with major players like Tesla and Waymo launching services in key markets, while domestic companies like Cao Cao Mobility are also ramping up their efforts [1][2][4] Group 1: Industry Developments - Tesla has officially launched its Robotaxi service in Austin, the San Francisco Bay Area, and Arizona, currently available only on iOS [1] - Waymo has opened paid operations on highways in San Francisco, Los Angeles, and Phoenix [1] - Cao Cao Mobility has announced a "Ten Years, One Hundred Cities, One Hundred Billion" strategic goal, aiming to establish Robotaxi services in 100 cities and achieve a total transaction value of 100 billion RMB over the next decade [5][6] Group 2: Strategic Initiatives - Cao Cao Mobility's "three-step" strategy for Robotaxi includes initial technology validation and small-scale testing, transitioning to mixed operations of human and autonomous driving, and eventually launching fully customized Robotaxi models globally [5][7] - The company has introduced the "Green Intelligent Transit Island," which integrates various automated functions and aims to create a foundational infrastructure for future urban mobility [6] Group 3: Market Potential - The Robotaxi market in China is projected to exceed 709.6 billion RMB by 2035, with a potential for long-term growth reaching several trillion RMB [2] - The competition in the Robotaxi space is evolving beyond just algorithms and hardware to include a comprehensive ecosystem involving smart vehicles, driving technology, and operational platforms [7][8] Group 4: Collaborations and Global Expansion - Cao Cao Mobility has signed strategic partnerships with Yujiang Technology and Qianli Zhijia to enhance the application of robotics and accelerate the commercialization of smart driving technology [8] - The company has also announced its first overseas Robotaxi deployment in Abu Dhabi, marking a significant step in its global expansion strategy [9]

Core Viewpoint - The article discusses the advancements and financial performance of Pony.ai's Robotaxi business, highlighting its transition to profitability and expansion plans in various global markets. Financial Performance - Pony.ai reported a third-quarter revenue of $25.4 million, a 72% year-over-year increase, with a gross margin improvement to 18.4% [3] - The Robotaxi segment generated $6.7 million in revenue during the same period, marking an 89.5% year-over-year growth, with passenger fare revenue increasing over 200% [3] Operational Milestones - The seventh-generation Robotaxi has achieved operational cost breakeven across major cities including Guangzhou, Shenzhen, and Beijing, with a fleet size of 961 vehicles as of November 2025 [3] - The company aims to exceed 1,000 vehicles by the end of 2025 and expand the fleet to over 3,000 by the end of 2026 [3] Global Expansion - Pony.ai has expanded its operations to eight countries, including a partnership with Qatar's largest transportation provider, Mowasalat, and collaborations with local partners in Singapore, Luxembourg, and South Korea [4] Future Projections - Projections indicate that with a fleet of over 3,000 vehicles, the Robotaxi business will start to become profitable [6][7] - The average annual revenue per vehicle is expected to increase from 152,880 yuan in 2026 to 196,560 yuan by 2029, while operational costs are projected to decrease over time [6]

Core Insights - The recent Q3 2025 financial reports from Chinese automakers highlight the competitive landscape and strategic shifts within the industry, particularly among the leading new energy vehicle (NEV) companies NIO, Xpeng, and Li Auto [1][4] Financial Performance - Xpeng Motors reported a record revenue of 20.38 billion yuan, a year-on-year increase of 101.8%, and achieved a gross margin of 20.1%, surpassing NIO's 13.9% and Li Auto's 16.3% [2][3] - NIO's Q3 revenue reached 21.79 billion yuan, up 16.7% year-on-year, with a gross margin of 13.9%, but still faced a net loss of 3.48 billion yuan, the highest among the three [2][3] - Li Auto generated 27.4 billion yuan in revenue, a decline of 36.2% year-on-year, and reported a net loss of 624 million yuan, ending its streak of 11 consecutive profitable quarters [2][3] Strategic Adjustments - NIO is shifting its focus to core automotive operations, reducing investments in non-core businesses, and controlling sales and management expenses [4][5] - Xpeng is pursuing a strategy of "technology integration into the market," expanding into the range-extended vehicle market while maintaining its focus on smart driving [5] - Li Auto is transitioning from a "family-oriented" brand to an "AI-focused" strategy, aiming to build an "embodied intelligence" ecosystem [5] Competitive Landscape - The competition among NEV companies remains intense, with no clear leader emerging in profitability, as companies continue to vie for market share through cost-effectiveness and technological advancements [3][6] - New entrants like Leap Motor and Xiaomi are gaining traction, further intensifying the competitive environment [6] - The industry is evolving from a focus on product features to a comprehensive assessment of product definition, cost control, and brand strategy [6] Future Outlook - The immediate focus for NIO and Xpeng is achieving stable profitability, while Li Auto aims to recover from the MEGA recall incident and ramp up production of its electric models [7] - Long-term success will depend on technological advancements and the ability to adapt to global markets, with companies like Xpeng and NIO already expanding their international presence [7][8] - The NEV sector is entering a new phase of consolidation, where the ability to deliver on profitability promises and navigate technological changes will be crucial for survival [8]

Core Insights - A batch of humanoid robots, Atom, has entered the Robotaxi industry, marking the launch of the world's first integrated smart passage island for Robotaxi operations [1] - Cao Cao Travel and Yuejiang Technology have signed a strategic cooperation agreement to explore innovative applications of robotics in Robotaxi operations, focusing on vehicle cleaning, maintenance, and energy replenishment [1][2] - The "green smart passage island" serves as an integrated maintenance center for Robotaxi, ensuring safety and operational efficiency for autonomous vehicles [2] Group 1 - Atom humanoid robots are now functioning as the first smart employees at the "green smart passage island" in Hangzhou, performing tasks such as guest interaction, vehicle inspection, and data collection [1] - Cao Cao Travel, as the core commercial entity for Geely Holding Group's Robotaxi, has developed a three-pronged strategy involving smart customized vehicles, smart driving technology, and smart operations [1] - Yuejiang Technology has established a diverse product lineup in the field of embodied intelligence, including collaborative robots and humanoid robots, which will support the intelligent upgrade of Robotaxi [1] Group 2 - The green smart passage island integrates functions such as intelligent vehicle management, parking, energy testing, and maintenance, providing operational support for autonomous vehicles [2] - Yuejiang Technology has previously collaborated with manufacturing companies to create benchmark cases in smart manufacturing, with over 100,000 robots deployed globally in companies like Foxconn, BYD, Toyota, and Nestlé [2]