国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 9月24日消息，特斯拉正在积极招募半导体专家，以增强其下一代芯片的开发和量产能力。报道显示，三星电子的晶圆代工部门已获得特斯拉AI6芯片的 制造订单。因此，此次招聘可能旨在提高AI6的良率并加强与三星的合作。 业内人士表示，特斯拉最近在美国招聘"硅模块工艺工程师"。招聘信息明确指出，该公司寻求在光刻、视觉系统、沉积、测量和检测方面经验丰富的半导 体前端和后端工艺工程师，以支持先进的系统级芯片开发。 业内观察人士认为，特斯拉的招聘举措主要是为了满足与三星代工厂签订的AI6芯片开发合同相关的人力需求。 据报道，AI5芯片的设计评审最近宣布成功，特斯拉CEO埃隆·马斯克宣称AI6"有望成为迄今为止最好的AI芯片"。这意味着特斯拉对其半导体工程团队寄 予厚望。 据传，AI6芯片是一款高性能系统半导体，旨在广泛应用于特斯拉下一代全自动驾驶（FSD）、机器人和数据中心等应用。据报道，三星已于2025年7月与 特斯拉签署了一份价值165亿美元的晶圆制造合同，这是三星晶圆代工历史上最大的单笔交易。 特斯拉目前的招聘 ...

Group 1: Tesla's Robotaxi Developments - Tesla has received approval to test fully autonomous Robotaxi services in Arizona, with plans to cover half of the U.S. population by the end of the year [1][3][5] - The testing will involve vehicles equipped with safety supervisors in the Phoenix metropolitan area, following a similar approval in Nevada [3][5] - Elon Musk has indicated that the deployment of Robotaxis will depend on regulatory approvals and aims for exponential growth in vehicle numbers and service areas [5] Group 2: Tesla's Stock Performance and Valuation - Tesla's stock has returned to an upward trend, with a more than 2% increase on September 19, bringing its market capitalization to over $1.4 trillion [2] - Since early September, Tesla's stock has risen over 27%, adding approximately $340 billion to its market value, equivalent to about 24 trillion RMB [2] - Analysts have raised Tesla's stock rating from "neutral" to "outperform," citing ambitious goals for product launches and market capitalization growth [10][11] Group 3: xAI Funding and Valuation - xAI, another Musk venture, is reportedly seeking to raise $10 billion at a valuation of $200 billion, although Musk stated that funding is not currently being raised [7][9] - The rapid increase in valuations for AI companies is highlighted, with xAI's previous funding rounds showing significant growth [7] - Musk's recent comments suggest that xAI will seek funding in the coming months, following a merger with his social media platform X [9] Group 4: Executive Compensation and Future Projections - Tesla's board has proposed a new executive compensation plan potentially worth $1 trillion, contingent on achieving significant operational milestones [10] - Analysts estimate that Tesla's stock could reach between $1,400 and $3,000 per share by 2035 based on these ambitious targets [11] - Musk's recent purchase of 2.6 million Tesla shares for approximately $1 billion is viewed as a vote of confidence in the company's future [11]

牛市来了还没上车？上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限 量发放！先到先得！ 周五的市场，走得非常震荡，盘中三大指数出现多次直线拉升、直线跳水的情况，一起看看 发生了什么事情。 A股大震荡 9月19日，沪指全天震荡，创业板指冲高回落。截至收盘， 沪指跌0.3%，深成指跌0.04%， 创业板指跌0.16%。 两市共1911只个股上涨，59只个股涨停，3404只个股下跌。 | 880005 涨跌家数 | | | | --- | --- | --- | | 其中 涨停 | | 59 | | 涨幅 | > 7% | 88 | | 涨幅 5-7% | | 63 | | 涨幅 3-5% | | 230 | | 涨幅 0-3% | | 1520 | | 跌幅 | 0-3% | 2766 | | 時幅 3-5% | | 463 | | 跌幅 5-7% | | 105 | | 跌幅 > 7% | | 70 | | 其中 跌停 | | 26 | | 上涨家数 | | 1911 | | 下跌家数 | | 3404 | | 平盘停牌 | | 117 | | 总品种数 | | 5432 | | 总成交 ...

【导读】市场大震荡，马斯克一句话，机器人板块集体暴跌 中国基金报记者 泰勒 大家好，周五的市场，走得非常震荡，盘中三大指数出现多次直线拉升、直线跳水的情况， 一起看看发生了什么事情。 两市共1911只个股上涨，59只个股涨停，3404只个股下跌。 | 880005 涨跌家数 | | | | | --- | --- | --- | --- | | 其中 | 涨停 | | 59 | | 涨幅 | > 7% | 1 | 98 | | 涨幅 | 5-7% | | 63 | | 涨幅 | 3-5% | | 230 | | 涨幅 | 0-3% | | 1520 | | 跌幅 | 0-3% | | 2766 | | 跌幅 | 3-5% | | 463 | | 跌幅 | 5-7% | | 105 | | 跌幅 > 7% | | 1 | 70 | | 其中 跌停 | | | 26 | | 上涨家数 | | | 1911 | | 下跌家数 | | | 3404 | | 平盘停牌 | | | 117 | | 总品种数 | | | 5432 | | 总成交额 | | | 23494.13亿 | | 总成交量 | | | 151240 ...

Core Viewpoint - Tesla has officially terminated its AI supercomputer project "Dojo," which was initially seen as a pivotal step in its transformation from an electric vehicle manufacturer to an AI company. This decision reflects a significant shift in strategy and raises questions about Tesla's future direction in AI and autonomous driving [1][6]. Group 1: Project Termination - The Dojo project, aimed at training Tesla's autonomous driving neural networks with self-designed chips, has been disbanded as of August 2025, despite previous ambitions for commercialization by 2026 [1][3]. - The project was intended to create a system independent of Nvidia GPUs, promising faster computation and lower latency, but ultimately failed to deliver on its goals [3][5]. Group 2: Challenges Faced - Tesla struggled to link the outcomes of its autonomous driving efforts directly to Dojo, and the performance of its chips could not keep pace with Nvidia's advancements [6]. - The mainstream AI software ecosystem is primarily optimized for GPUs, which hindered Dojo's development and contributed to its eventual failure [6]. Group 3: Implications of Termination - The dissolution of Dojo highlights the high risks associated with pursuing complete technological independence through self-developed chips and infrastructure, revealing Tesla's limitations in resources and ecosystem [6][8]. - The loss of key personnel from the Dojo team, who have since founded a startup named "DensityAI," indicates a significant talent drain that can jeopardize future projects [8]. - The decision to end Dojo signals a strategic pivot for Tesla from self-reliance to leveraging partnerships, as evidenced by its new collaboration with Samsung for the development of the next-generation AI6 chip [8]. Group 4: Future Outlook - Despite the termination of Dojo, Tesla's ambitions in AI remain intact, with ongoing collaborations with Nvidia, AMD, and Samsung to expand its new supercomputer "Cortex," which is responsible for training the latest version of its Full Self-Driving (FSD) technology [8][9]. - The failure of Dojo serves as a case study of Tesla's bold attempts in the high-risk fields of autonomous driving and AI, raising the question of whether this setback is merely a conclusion or a necessary sacrifice for larger-scale transformation [9].

Core Viewpoint - Tesla's CEO Elon Musk expresses strong confidence in the company's self-developed AI chips, particularly the AI5 and AI6, which are expected to be groundbreaking products in the AI chip market [1][3]. Group 1: AI Chip Development - Musk announced that the design review for the AI5 chip has been successfully completed, and it is anticipated to be a "breakthrough product" [3]. - The AI5 chip is expected to be the best inference chip for models with approximately 250 billion parameters or less, featuring the lowest silicon cost and the highest performance-to-power ratio [3][4]. - The AI6 chip is projected to achieve even greater advancements and will be produced by Samsung Electronics under a $16.5 billion contract [4]. - Tesla has decided to focus all its chip talent on developing these chips, having previously dissolved its Dojo supercomputer team to streamline resources [4][5]. Group 2: Executive Compensation Plan - Tesla has proposed a $1 trillion compensation plan for Musk, which includes performance-based stock options contingent on achieving ambitious operational goals [7][8]. - The plan requires Musk to lead Tesla to deliver 20 million vehicles, achieve 10 million active subscriptions for full self-driving, deliver 1 million humanoid robots, and increase the company's market value from $1 trillion to at least $8.5 trillion [7][8]. - Analysts view this compensation plan as a strategy to retain Musk and motivate him to continue leading the company through critical growth phases, particularly in autonomous driving and robotics [8][9]. - Some investors have criticized the plan as irresponsible, arguing that the funds could be better utilized for research and development or acquisitions [9].

Market Overview - The three major US stock indices experienced slight declines, with the Dow Jones down 0.48% to 45400.86 points, the S&P 500 down 0.32% to 6481.5 points, and the Nasdaq down 0.03% to 21700.39 points [2][3] - Gold prices reached a new high, surpassing $3600 per ounce, driven by increased expectations for interest rate cuts [4][6] Economic Data - The US Labor Department reported that non-farm payrolls increased by 22,000 in August, significantly below the expected increase of 75,000, indicating a slowdown in hiring [3] - The unemployment rate rose to 4.3%, the highest level since 2021, raising concerns about a potential recession in the labor market [3] - The probability of a 25 basis point rate cut by the Federal Reserve in September is estimated at 88.3%, while the probability of a 50 basis point cut is at 11.7% [3] Oil and Gold Market - WTI crude oil prices fell to their lowest level since May, with October futures down 2.5% to below $62 per barrel, marking a weekly decline of 3.3% [4][6] - Brent crude oil futures also dropped by 2.2% to $65.50 per barrel [4] Tesla Developments - Tesla's board proposed a new compensation plan for CEO Elon Musk, with an estimated fair value of $87.75 billion for performance rewards tied to ambitious targets, including the delivery of 20 million vehicles by 2025 [9][10] - The board also plans to issue 60 million additional shares to employees and has advised shareholders to oppose an investment proposal in X.AI [10] Technology Sector Performance - Major technology stocks mostly declined, with Microsoft down over 2%, Amazon down more than 1%, and Apple down 0.04%, while Facebook and Google saw slight gains [7][8] - Alphabet, Google's parent company, faced a €2.95 billion ($3.45 billion) antitrust fine from the EU, marking its fourth penalty in a decade [8] Chinese Stocks - Chinese stocks saw a majority increase, with the Nasdaq Golden Dragon China Index rising by 1.16% and the Wande Chinese Technology Leaders Index up by 1.83% [11]

本周，道指跌 0.32% ，标普 500 指数涨 0.33% ，纳指涨 1.14% 。 【导读】美股三大股指小幅收跌；金价再创新高；大型科技股多数下跌 美东时间 9 月 5 日（周五），美国三大股指小幅收跌，非农数据强化了市场对于 9 月降息 的押注，同时引发了市场对美国经济的担忧。 WTI 跌至 5 月以来最低，金价再创新高。特斯 拉董事会提议为首席执行官马斯克制定新的薪酬方案。 经济数据面，美国劳工统计局周五盘前报告称， 8 月非农就业人数增加 2.2 万，低于预期， 进一步表明招聘放缓。接受道琼斯调查的经济学家平均预估 8 月非农就业人数将增加 7.5 万 人，失业率微升至 4.3% 。 非农数据引发衰退担忧 美国 8 月份的就业增长显著放缓，失业率攀升至自 2021 年以来的最高点，这引发了人们对 劳动力市场可能正面临更严重衰退的担忧。 周五早间，标普 500 指数最高上涨至 6532.65 点，刷新盘中历史最高纪录。截至收盘，道 指跌 0.48% ，报 45400.86 点；标普 500 指数跌 0.32% ，报 6481.5 点；纳指跌 0.03% ，报 21700.39 点。 哈里斯金融集团常务 ...

Core Viewpoint - Tesla's "Master Plan Part IV" focuses on "sustainable abundance," aiming to integrate AI, manufacturing, and automation to eliminate resource scarcity and reshape labor, mobility, and energy systems, creating a "cleaner, safer, and more enjoyable" world [2] Group 1: Key Areas of Focus - The plan emphasizes three key areas: advancing autonomous driving technology based on electric vehicles to improve affordability, accessibility, and safety while reducing pollution [4] - Expanding solar power generation and large-scale energy storage to enhance the availability and reliability of clean electricity in communities [4] - Developing the Optimus humanoid robot to redefine labor by taking on dangerous or repetitive tasks, allowing people to focus on what they enjoy [4] Group 2: Guiding Principles and Implementation Challenges - Five guiding principles reflect an optimistic belief in technology-driven growth, including the idea that growth is unlimited and technology can solve resource shortages [7] - Continuous innovation is essential to overcome barriers, as demonstrated by Tesla's Gigafactory and advancements in AI [7] - The technology must address real-world problems, with existing products like solar and storage technologies already reducing clean energy costs [8] - However, challenges exist, such as the current reliance of the Optimus robot on remote control and the need for extensive data validation for full self-driving technology [8][9] Group 3: Criticism and Market Sentiment - The ambitious vision of "sustainable abundance" has faced sharp criticism, with some media outlets suggesting that Tesla has lost its way and that the plan lacks realistic execution steps [13][14] - Commentators argue that Musk's focus has shifted away from core areas like electric vehicles and energy, raising concerns about the feasibility of the AI and robotics strategy [16][17] - Investor sentiment appears bearish, with concerns about Tesla's ability to deliver on past promises and the potential impact of market conditions on its stock price [17][29] Group 4: Historical Context of Master Plans - Tesla's previous Master Plans have outlined clear goals and achieved significant milestones, such as the successful launch of various electric vehicle models and solar energy initiatives [21][22][23] - The current plan, however, is seen as more complex and less comprehensible, raising doubts about its execution and alignment with Tesla's historical strengths [24] Group 5: Internal and External Challenges - Tesla faces internal challenges related to Musk's controversial leadership style and the high-risk nature of its AI transformation strategy, which could impact brand image and resource allocation [26][29] - Externally, the company is grappling with declining sales, increased competition, and market share erosion, particularly in Europe and the U.S. [28][29]

Key Points - The US stock market is closed due to Labor Day [1] - Trump may announce a housing emergency in the US this fall [2] - Elon Musk emphasized that expanding Full Self-Driving (FSD) and Optimus robots is crucial for Tesla's future, with about 80% of Tesla's value depending on Optimus [2] - Gold prices have risen over 0.8%, nearing historical highs, while silver has surpassed $40 for the first time since 2011 [2] - Google has reportedly completed the development of its own AI glasses [2] - Evercore ISI strategists predict the S&P 500 index will reach 7,750 points by the end of 2026, a 20% increase from last Friday's closing level [3] Domestic Major Events - China's September 3 military parade will consist of a review and a display, lasting approximately 70 minutes [4] - Wang Yi introduced eight major outcomes from the Shanghai Cooperation Organization (SCO) Tianjin Summit, including support for a fair multilateral trade system and the establishment of the SCO Development Bank [4] - The National Standardization Administration and the Ministry of Industry and Information Technology issued a plan to establish a high-quality standard system for industrial mother machines by 2026 [5] - The Ministry of Transport has approved the implementation of "Artificial Intelligence + Transportation" guidelines, indicating increasing innovation in smart transportation and logistics [6] Company Announcements - Morgan Stanley stated that Alibaba has become China's best AI enabler, expecting Alibaba Cloud's revenue growth to accelerate to over 30% this fiscal quarter [7] - UBTECH's CEO announced that humanoid robots have entered broader industry scenarios, with an expected annual production capacity exceeding 1,000 units [8] - Alibaba responded to claims of large-scale procurement from Cambricon, asserting support for domestic products [9] - Beijing Data Group is expected to be officially listed soon [10] - Yushutech announced a patent for digital twin robot motion control, enabling complex stage performances [11] - Tencent released its latest open-source translation model [12] - Hongmeng Zhixing reported that 44,579 new cars were delivered in August, with cumulative deliveries surpassing 900,000 [13] - Robotaxi GXR from Wenyan Zhixing has arrived in Singapore and has begun testing [14] - Longi Green Energy has reportedly invested in a storage company and is considering acquiring another [14] - JD Group made a voluntary public acquisition offer to CECONOMY AG [15] - BYD reported August sales of 373,626 new energy vehicles, nearly unchanged from the same period last year [15] Market Insights - Evercore ISI predicts a 20% increase in the S&P 500 index by the end of 2026 [3] - The market is expected to continue a trend of oscillating upward as the Federal Reserve approaches a rate cut in September [16] - The National Internet Information Office and other departments have implemented a new regulation on AI-generated content, effective September 1 [17] - The National Standardization Administration and the Ministry of Industry and Information Technology have issued a plan for a high-quality standard system for industrial mother machines, aiming for completion by 2026 [18] - The price of polysilicon has surged, with major domestic companies raising their prices due to market conditions [19] - The solar industry is expected to see price elasticity due to supply-side reforms and environmental regulations [19] Company Developments - Su Da Weige plans to acquire up to 51% of Changzhou Weipu Semiconductor Equipment Co., Ltd. for no more than 510 million yuan [22] - Tianqi Co., Ltd. signed a strategic cooperation framework agreement with Yiwei Lithium Energy to build a closed-loop system for lithium battery lifecycle management [22] - Samsung Medical signed a contract for an intelligent meter project in Egypt worth $58.8 million [23] - Longi Green Energy aims to balance gross profit and expenses in the fourth quarter [25] - China Shipbuilding Industry Corporation's A-shares will be delisted on September 5 [25]