今天早些时候，马斯克在 X 平台发文宣布，随着 AI5 芯片设计完成，特斯拉将重启超级计算机项目 Dojo 3 的开发工作。据韩国 ZDNet 网站的最新报道，特 斯拉已将其第三代 Dojo 超级计算机项目的芯片制造合同授予三星。特斯拉计划利用该超级计算机，基于其全球数百万辆汽车采集的数据，训练用于 FSD 功 能的人工智能模型，同时也将开展其他相关研发工作。值得一提的是，芯片制造环节由三星负责，而芯片封装业务则被特斯拉交由英特尔承接。 报道称，特斯拉前两代 Dojo 超级计算机所使用的芯片均由台积电制造。然而，由于特斯拉第三代 Dojo 项目的芯片需求量较小，而台积电目前手头握有大量 规模更大的订单，产能趋于饱和，因此台积电可能无法为 Dojo 3 项目提供积极的前后端技术支持。 IT之家 1 月 19 日消息，2025 年 7 月，特斯拉与三星签署了一份价值 165 亿美元（IT之家注：现汇率约合 1151.66 亿元人民币）的合同，这家韩国科技巨头 将为这家美国电动汽车制造商生产 2 纳米芯片。尽管双方此前已在多个项目上有过合作，但自这份巨额协议签订后，两家公司的合作愈发紧密，特斯拉也向 三星追加了多项 ...

Core Viewpoint - Multiple Chinese car owners have filed a collective lawsuit against Tesla regarding the Full Self-Driving (FSD) feature, claiming fraud due to hardware limitations that prevent their vehicles from supporting the advertised capabilities [1][4]. Group 1: Legal Proceedings - The initial court hearing scheduled for December 5 has been canceled after Tesla raised a jurisdictional objection, seeking to transfer the case to a higher court [1]. - Approximately 10 car owners have filed lawsuits in the Daxing District People's Court, alleging that Tesla misled them about the FSD capabilities at the time of purchase [1][2]. - The plaintiffs are demanding a refund and triple compensation, arguing that they were misled about the FSD functionality due to hardware constraints [1]. Group 2: Contractual Agreements - The original purchase agreement signed in 2019 includes a clause stating that disputes should be resolved in the Daxing District People's Court [2][4]. - The plaintiffs' attorney argues that the case does not meet the criteria for elevated jurisdiction, emphasizing that the Daxing District Court has clear jurisdiction as per the contract [4]. Group 3: Tesla's Position and Market Response - Tesla has requested the case to be moved to the Beijing Second Intermediate People's Court, citing previous rulings in similar cases that dismissed the plaintiffs' claims [1]. - Elon Musk acknowledged in a recent earnings call that the current HW3.0 hardware may not support full self-driving capabilities, which aligns with the plaintiffs' claims [4]. - In February 2023, Tesla rebranded the FSD package from "Full Self-Driving Capability" to "FSD Smart Assist Driving Function," indicating that only vehicles equipped with HW4.0 are currently eligible for the feature [4].

Core Points - Tesla's shareholders approved CEO Elon Musk's 10-year compensation plan, which could potentially reward him with nearly $1 trillion in Tesla stock if certain performance targets are met [2][4] - The compensation plan received over 75% support at the annual shareholder meeting, positioning Musk to become the world's first "trillionaire" [2] - Musk must achieve 12 specific performance milestones, including a market cap exceeding $8.5 trillion and significant product delivery targets, to receive the full stock rewards [2][3] Summary by Sections - **Compensation Plan Details** - The plan is structured with challenging phased goals for Tesla's future development [2] - Musk could earn approximately $275 million daily if he secures all shares under this plan over the next decade [4] - **Current Financial Status** - As of now, Musk's net worth is approximately $490 billion according to Forbes' real-time billionaire rankings [5] - **Shareholder Meeting Highlights** - The announcement of the voting results was met with cheers, and Musk expressed optimism about Tesla's future, indicating a new chapter for the company [6] - **Future Product Developments** - Musk is confident that Full Self-Driving (FSD) capabilities will soon allow drivers to text while driving, and he anticipates progress in FSD approvals in international markets [8] - Tesla plans to begin mass production of the Cybercab by April 2026, and Musk believes the Optimus robot will become the largest product in history, with current production costs around $20,000 per unit [8]

Core Points - Tesla's CEO Elon Musk's compensation plan was approved by shareholders with a 75% majority, potentially allowing him to earn nearly $1 trillion in stock over the next decade [1] - The new plan allows Musk to earn up to $878 billion in Tesla stock, contingent on achieving specific company milestones [2] - Musk's stock ownership could increase from approximately 13% to about 25% if all performance targets are met [1][2] Summary by Sections Compensation Plan - Musk's compensation plan includes 12 tranches of stock, with the first tranche contingent on Tesla's market cap increasing from approximately $1.5 trillion to $2 trillion and achieving sales of 11.5 million new cars [1] - The plan requires Musk to remain CEO for the next 7.5 years and to meet ambitious targets, including a market cap of $8.5 trillion and core profits of $400 billion [2] Performance Targets - Key performance targets include delivering 20 million vehicles, having over 10 million active Full Self-Driving (FSD) subscribers for three consecutive months, delivering 1 million robots, and operating 1 million Robotaxis simultaneously [2] - Musk expressed confidence in advancing FSD capabilities and regulatory approvals in international markets [2] Future Developments - Tesla plans to start mass production of the autonomous taxi, Cybercab, in April 2026 [3] - Musk believes that robots will become the largest product ever, surpassing smartphones, with current production costs for the Optimus robot at around $20,000 [3] Financial Performance - Tesla reported record revenue of $28.095 billion for the third quarter, but net profit attributable to common shareholders fell by 37% year-over-year to $1.373 billion [4]

Core Viewpoint - Tesla shareholders approved a compensation plan for Elon Musk worth up to $1 trillion, ending years of disputes over his pay [1] Group 1: Compensation Plan Details - The new compensation plan could grant Musk an additional 423.7 million shares of Tesla stock [1] - To receive the full rewards, Musk must achieve a market capitalization of over $8.5 trillion and an adjusted EBITDA of $400 billion [2][3] - The plan includes four key product milestones, such as delivering 20 million vehicles and having 10 million active FSD subscribers [2] Group 2: Shareholder Meeting Highlights - The shareholder meeting was marked by enthusiastic support for Musk, with over 75% voting in favor of the compensation plan [1] - Musk expressed confidence in the upcoming FSD features and hinted at the production of Cybercab starting in April 2026 [5] - The company is exploring partnerships for cost-effective chips for its robots, with potential discussions with Intel [5]

Core Points - Tesla's 2025 shareholder meeting approved Elon Musk's compensation plan with a 75% majority vote [1] - The new plan allows Musk to potentially earn up to $878 billion (approximately 62.6 trillion RMB) in Tesla stock over the next 10 years [1] - Musk's compensation includes a total stock value of $1 trillion (approximately 71.3 trillion RMB), contingent upon certain payments to Tesla [1] Summary by Categories Compensation Plan - Musk can earn up to 4.23 million new shares, increasing his ownership from 15% to about 25% [1] - The plan requires Tesla to deliver 20 million vehicles and operate 1 million Robotaxis over the next decade [1] - Tesla's market capitalization must grow from over $1.5 trillion to between $2 trillion and $8.5 trillion (approximately 14.25 trillion to 60.58 trillion RMB) [1] Product Development - Musk showcased the humanoid robot Optimus, claiming it will be the "largest product ever," surpassing smartphones and other products [3] - The production cost of Optimus is currently around $20,000 (approximately 143,000 RMB) per unit [3] - Musk expressed confidence that the Full Self-Driving (FSD) feature will soon allow drivers to text while driving, with expected progress in regulatory approvals in some overseas markets [3] - Tesla aims to start mass production of the Cybercab in April 2026 [3]

Core Viewpoint - Tesla shareholders approved a compensation plan for CEO Elon Musk, potentially worth up to $1 trillion, ending debates over his pay and tenure [1] Group 1: Compensation Plan Details - Over 75% of Tesla shareholders voted in favor of the new compensation plan for Musk, which could elevate him to the status of the world's first "trillionaire" [1] - The plan allows Musk's shareholding in Tesla to increase to 25% or more over the next 10 years [1] - The compensation package is described as the most extravagant executive pay package in history [1] Group 2: Market Reactions and Opposition - Despite the majority support, notable opposition came from the Norwegian government pension fund and voting advisory firms ISS and Glass Lewis [1] - Tesla's board engaged in extensive public relations efforts to garner shareholder support [1] Group 3: Performance Metrics and Goals - Musk must achieve a market capitalization of over $8.5 trillion and an adjusted EBITDA of $400 billion to receive the full benefits of the compensation plan [4] - Key performance targets include delivering 20 million vehicles, having over 10 million active FSD subscribers, delivering 1 million robots, and operating 1 million Robotaxis simultaneously [4] Group 4: Future Plans and Innovations - Tesla plans to start mass production of the Cybercab by April 2026 [5] - Musk believes that robots will become the largest product ever, surpassing smartphones and other technologies [5] - The production cost for the Optimus robot is currently around $20,000, and Musk hinted at potential discussions with Intel for affordable and energy-efficient chips for robots [5]

Group 1 - Trump and Musk had a brief conversation during a memorial event, with Musk accepting feedback from Kirk regarding his public statements that could affect Trump's agenda [2] - Berkshire Hathaway has confirmed the complete divestment of its shares in BYD, having sold nearly 76% of its holdings by June last year, resulting in the investment's value dropping to zero [4] - Australia, Canada, and the UK have announced recognition of the State of Palestine, amidst ongoing international discussions about the two-state solution [5][6] Group 2 - Seven Tesla owners have filed a lawsuit against the company for fraud related to the unfulfilled Full Self-Driving (FSD) feature, with the case now officially registered in court [7] - A suspected food poisoning incident in Guizhou has affected 136 individuals, with the cause identified as Salmonella contamination from a local food factory [8][9][10] - The State Council's Food Safety Office is actively working on establishing national standards for pre-prepared dishes in response to public concerns [11] Group 3 - The Chinese Ministry of Commerce reported progress in discussions with the U.S. regarding TikTok, aiming to reduce investment barriers and promote economic cooperation [20] - A Chinese food company, Juewei, is facing penalties for information disclosure violations, including a fine of 4 million yuan and a warning, leading to a temporary suspension of its stock [21] - Wuhan University has upheld a previous court ruling regarding a harassment case, confirming no academic misconduct in the involved student's thesis [22]

Group 1 - Berkshire Hathaway has completely divested its shares in BYD, marking the end of a 14-year investment period [10] - The investment was valued at zero as of March 31, 2023, according to Berkshire's financial documents [10] - Over the investment period, Berkshire Hathaway has reduced its holdings in BYD at least 16 times, realizing a profit of at least 8.071 billion HKD [10] Group 2 - The Chinese government is actively working on establishing national standards for pre-prepared dishes to enhance consumer rights [4][6] - The initiative involves multiple departments, including the Ministry of Industry and Information Technology and the National Health Commission [4] Group 3 - A blue alert for Typhoon "Haikui" has been issued, with expectations of severe weather impacting the South China Sea and parts of Guangdong [5] - The typhoon is predicted to approach the northeastern coast of Hainan Island, with maximum wind speeds exceeding 62 m/s [5] Group 4 - A suspected food poisoning incident in Guizhou has led to 136 individuals being hospitalized, with symptoms linked to salmonella contamination [5] - The local authorities are investigating the incident and have taken measures to seal off the affected food products [5] Group 5 - Huawei has launched the "Tian Gong Plan," committing 1 billion RMB to support the development of the HarmonyOS AI ecosystem [8] - The number of devices running HarmonyOS 5 has surpassed 17 million, indicating significant growth in the ecosystem [8]

Group 1 - The Chinese government is actively promoting the establishment of national standards for pre-prepared dishes to enhance consumer rights and choices [3] - The 18th typhoon "Hua Jasha" is expected to approach the northeastern coast of Hainan Island, with significant wind and rain impacts anticipated [3] - A suspected food poisoning incident in Guizhou has led to 136 people hospitalized, linked to salmonella contamination in "sandwich" cakes [4] Group 2 - Berkshire Hathaway has completely divested its shares in BYD, with the investment reportedly valued at zero as of March 31 [8] - Huawei has launched the "Tian Gong Plan," committing 1 billion yuan to support the HarmonyOS AI ecosystem innovation [7] - UBTECH Robotics has signed a global strategic cooperation agreement with Yunzhihui Technology to enhance their humanoid robot development and market promotion [11]