来源：懂车帝原创 日前，在一次线下交流会上，特斯拉公司副总裁陶琳向懂车帝表示，2026年，特斯拉资本支出（CapEx）计划超过200亿美元，将重点投向AI算力、机器人 工厂、无人驾驶电动车Cybercab量产、储能与制造、充电网络和电池工厂等领域。其中，在中国市场将加大AI软硬件和能源领域投入。 特斯拉公司副总裁陶琳 当前，特斯拉正在经历一场深刻的变革。外界都在关注，当特斯拉年度销量连续第二年波动后，马斯克为何依然忙着砸钱推动Robotaxi和机器人落地。 在这种背景下，特斯拉在中国进行了一次深度沟通，谈及了近期围绕特斯拉"交付量下降"、"FSD何时入华"、"为何不推出800V高压平台"等多个备受关注的 话题，并对当前形势下的战略做出进一步说明。 在陶琳看来，特斯拉本身就是一家AI公司，汽车仍然是极其重要的AI载体，但特斯拉的愿景已扩展到人形机器人和全球能源网络。同时她提到，特斯拉已 在华布局本地训练中心，用于其智能辅助驾驶的本土化调优。 至于特斯拉FSD入华能否如约走向落地？陶琳表示，"关于中国内地落地时间，马斯克此前提到欧洲可能在2月公布相关进展，中国将紧随其后。虽然无法给 出具体日期，但各项工作（包括本 ...

Core 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]

Tesla, Inc. (NASDAQ:TSLA) is one of the 10 AI Stocks to Keep on Your Radar. On February 4, Wolfe Research analyst Emmanuel Rosner said that it sees a “catalyst rich” year ahead for the EV maker despite fundamental concerns and that investors are still looking out for more progress. The firm highlighted several potential catalysts for Tesla, including the Optimus launch in Q1, Cybercab in April, new robotaxi markets, FSD updates, and a new Megapack facility launch. The firm contended that even though the t ...

【文/观察者网专栏作者 心智观察所】 近期，太空光伏概念反复活跃，资本市场又在为"马年就炒马斯克"、"跟着马老师炒概念"兴奋地调高估 值。 还有消息说，马斯克近期"摸底"了中国光伏产业链，SPACE X团队走访了多家中国光伏企业。 马斯克究竟想干什么？ 2026年初，SpaceX宣布收购xAI，并同步披露将在近地轨道部署由太阳能驱动的AI数据中心。与此同 时，特斯拉与SpaceX联合提出"三年内在美国建设200吉瓦光伏产能"的目标——这一数字相当于当前美 国全部太阳能装机容量的十倍。 表面看，他是在能源、算力与航天交叉地带豪赌；但若深入其逻辑底层，便会发现，马斯克正在构建 的，根本不是一家公司或几项技术，而是一套脱离地球物理限制的新文明操作系统。 并不是又一个资本故事会 过去几年，AI的爆炸式增长让全球陷入一种集体焦虑：算力需求正以指数级速度攀升，而地球的能源 供给却仍困在线性轨道上。据国际能源署（IEA）最新估算，仅训练一个前沿大模型所消耗的电力，就 足以支撑一个中等城市数月之久。微软、谷歌和Meta的数据中心集群年耗电量已逼近比利时全国水 平。 更令人不安的是，这种趋势没有刹车迹象。马斯克本人曾预测，未来 ...

马斯克究竟想干什么？ 2026年初，SpaceX宣布收购xAI，并同步披露将在近地轨道部署由太阳能驱动的AI数据中心。与此同 时，特斯拉与SpaceX联合提出"三年内在美国建设200吉瓦光伏产能"的目标——这一数字相当于当前美 国全部太阳能装机容量的十倍。 表面看，他是在能源、算力与航天交叉地带豪赌；但若深入其逻辑底层，便会发现，马斯克正在构建 的，根本不是一家公司或几项技术，而是一套脱离地球物理限制的新文明操作系统。 并不是又一个资本故事会 【文/观察者网专栏作者 心智观察所】 近期，太空光伏概念反复活跃，资本市场又在为"马年就炒马斯克"、"跟着马老师炒概念"兴奋地调高估 值。 还有消息说，马斯克近期"摸底"了中国光伏产业链，SPACE X团队走访了多家中国光伏企业。 过去几年，AI的爆炸式增长让全球陷入一种集体焦虑：算力需求正以指数级速度攀升，而地球的能源 供给却仍困在线性轨道上。据国际能源署（IEA）最新估算，仅训练一个前沿大模型所消耗的电力，就 足以支撑一个中等城市数月之久。微软、谷歌和Meta的数据中心集群年耗电量已逼近比利时全国水 平。 更令人不安的是，这种趋势没有刹车迹象。马斯克本人曾预测，未来 ...

Core Insights - Tesla's energy generation and storage business has become a core pillar, with Q4 2025 revenues reaching $3.06 billion, a 25% year-over-year increase, indicating a shift from being a side business to a mainstay [2][3] - The energy sector's gross profit for 2025 was $3.8 billion, significantly higher than $2.64 billion in 2024, showcasing improved profitability amid challenges in the automotive sector [3][12] Financial Performance - Total automotive revenues decreased by 11% year-over-year to $19.8 billion in Q4 2024, while total revenues fell by 3% to $25.7 billion [1] - Energy generation and storage revenue increased by 25% to $3.06 billion in Q4 2025, with services and other revenue also rising by 18% [1][2] - Total gross profit for Q4 2025 was $5.01 billion, with a gross margin of 20.1%, up 386 basis points year-over-year [1] - Net income attributable to common stockholders (GAAP) dropped by 61% to $2.13 billion in Q4 2024, while non-GAAP net income decreased by 16% [1] Production and Capacity Expansion - Tesla is expanding its manufacturing network to meet global demand for grid-scale energy storage, with existing factories in California and Shanghai each having a capacity of 40 GWh [8] - A new factory in Houston is under construction, which will produce the innovative "Megablock" product, designed to enhance capacity and reduce installation costs for grid operators [9][11] Market Challenges - Despite strong performance, Tesla's management has warned of increasing competition in the energy production and storage sector, which may lead to declining retail or wholesale electricity prices [12] - The company acknowledges that lower electricity prices could diminish the attractiveness of its storage products for some customers, presenting a macroeconomic challenge for 2026 [12] Strategic Vision - Tesla's energy vision is taking shape, with significant growth in energy revenues and the introduction of new products like the Megablock, indicating a transition from an electric vehicle company to a comprehensive AI and energy giant [13]

Over the years, Tesla has expanded globally with a network of production facilities, showrooms, service centers, and Supercharger stations, and has increasingly emphasized advanced software and autonomous capabilities as part of its long-term strategy. Tesla is one of the world’s most valuable companies, with a current market cap of approximately $1.6 trillion.Tesla is an automotive and clean energy company headquartered in Austin, Texas. Tesla designs, manufactures, and sells electric vehicles (EVs), along ...

先来一句足够劲爆的—— 马斯克这次访华，不是"看光伏"，是来"拼未来能源版图"的。 而且他盯上的，正是中国光伏产业链里最硬核、最能打的那一段。 过去大家以为马斯克的野心是造车、造火箭、造卫星。 现在你会发现： 他真正想做的，是把"太空发电+地面储能"连成一个闭环，彻底重塑全球能源格局。 一、SpaceX与Tesla秘密访华：马斯克盯上了中国光伏最强技术。 这次访华的重点非常明确： 异质结 HJT。 钙钛矿叠层。 这两条路线，是全球光伏效率提升最快、潜力最大的技术方向。 更关键的是—— SpaceX 已经下单了。 与迈为股份签订试产线订单。 东方日升确认向 SpaceX 供货 HJT 组件。 奥特维、捷佳伟创等龙头企业都在考察名单里。 这不是"参观"，这是"选队友"。 为什么？ 因为马斯克在达沃斯论坛甩出一个惊天计划： 200GW 光伏产能，其中 100GW 是太空光伏。 这意味着什么？ 意味着他要把"太阳能"这件事，直接做到地球和太空两个维度。 二、把马斯克过去十年的动作串起来，你会看到一个惊人的闭环。 马斯克的每一步，看似分散，其实都在为今天铺路。 1. Tesla Powerwall：地面储能的入口。 P ...

加储能群/咨询合作 ，请联系行家说Cindy：15989092696（微信同号） 2026年达沃斯世界经济论坛的余波未散，一场共识正穿透喧嚣成为全球科技与能源界的新纲领：AI的未来，已不再取决于算法突破或芯片制程，而取决于最基础的 物理资源——电力。 更严峻的是，以AIDC为代表的高密度算力集群，正成为电网稳定性的新型挑战者。危机之中，储能，这一曾被视为备电，正被推向舞台中央，成为平衡AI算力爆 发与电网稳定运行之间的关键缓冲器、调度器与赋能者。 一场围绕AIDC储能的商业竞速与技术博弈，已在特斯拉、Fluence、阳光电源等头部玩家之间悄然展开。这不仅是企业之争，更将定义下一代AIDC基础设施的能源 形态与游戏规则。 2026年，AIDC储能领域有望迎来集中交付的关键节点，行业将如何把握机遇、实现突破？敬请关注2026年6月2日举行的 "2026年新型储能确定性趋势与创新发展分 析会" ，共同探讨AIDC储能的发展路径。 达沃斯大佬们交底 01 AI 的命门在电力 2026年达沃斯世界经济论坛已落下帷幕，但AI引发的思想震荡远未结束。从17场AI专属会议到800位CEO里近八成聊AI，焦点已从技术畅想转向落 ...

This story was originally published on Utility Dive. To receive daily news and insights, subscribe to our free daily Utility Dive newsletter. Dive Brief: Booming demand for energy storage propelled Tesla’s stationary battery deployments to a fresh record in the fourth quarter of 2025 as its electric vehicle deliveries slowed sharply, the company said on Wednesday. Two Korean battery manufacturers, LG Energy Solution and Samsung SDI, also reported strong stationary storage demand last quarter and said th ...