【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 ...

开年首月，全球十大富豪中有一半在《福布斯》实时亿万富豪榜上的排名出现变动。 图片来源：GETTY IMAGES 新年伊始，全球十大富豪榜单迎来重大洗牌。 1月，半数富豪在《福布斯》实时亿万富豪榜上的名次发生变化。不过，有一点始终未变——埃隆·马斯克 （Elon Musk）依然遥遥领先，稳居全球首富。 截至美国东部时间 2月1日午夜12:00，其身家估计达7750亿美元。过去一个月里，他的净资产据估算增长480亿美元，如今其身家比排名第二的谷歌联合 创始人拉里·佩奇 （Larry Page）高出近 5000亿美元，后者的净资产估计为2770亿美元。 1. 埃隆·马斯克（Elon Musk） 身家：7750亿美元（较上月增加480亿美元） 在人工智能与社交媒体公司xAI Holdings的推动下，马斯克距离成为史上首位身家突破8000亿美元的富豪仅一步之遥。 1月初，xAI Holdings以2500亿美元的估值从私募投资者处融资200亿美元，使马斯克所持约49%股权的价值增加620亿美元，至1220亿美元。随着旗下两大 核心资产——SpaceX与特斯拉 （Tesla）估值持续攀升 ，马斯克去年10月成为史上首位 ...

Core Viewpoint - The collaboration between Apple and Google signifies a strategic shift in the tech industry, where Apple aims to enhance its AI capabilities by leveraging Google's advanced technology, while Google seeks to gain access to Apple's vast user base and data [2][21]. Group 1: Key Facts - Apple and Google announced a partnership where Apple's next-generation AI model will be built on Google's Gemini, specifically the Gemini 2.5 Pro version, which has 1.2 trillion parameters, surpassing GPT-4 [5][6]. - Apple will pay Google an annual licensing fee of $1 billion, translating to over $270,000 daily, to utilize Google's AI model [6]. - The agreement is for multiple years, indicating a long-term reliance on Google's technology while Apple maintains control over user data [7]. Group 2: Underlying Logic - Apple's strategy is to quickly catch up in the AI race after falling behind competitors like Microsoft and Google, opting to purchase the best technology rather than developing it in-house [9][10]. - Google, on the other hand, is using this partnership to gain a foothold in the mobile ecosystem, as integrating Gemini into Siri allows Google to access data from over a billion iPhone users, which is more valuable than the licensing fee [10]. Group 3: Market Dynamics - The biggest losers in this partnership are OpenAI and Microsoft, as Apple shifts from using OpenAI's ChatGPT to Google's Gemini, potentially sidelining OpenAI in Apple's ecosystem [12][13]. - This collaboration may solidify the market position of Apple and Google, making it difficult for new entrants like Musk's xAI to compete effectively [13]. Group 4: Beneficiaries - AI chip manufacturers, such as NVIDIA and TSMC, are likely to benefit from increased demand for AI processing capabilities as both Apple and Google expand their AI applications [14]. - Ordinary users may experience improved AI functionalities in Siri, leading to enhanced user experiences and potentially reshaping consumption habits and work methods [20]. Group 5: Future Implications - The partnership model observed between Apple and Google may inspire similar collaborations among domestic tech giants in China, where competitive pressures could lead to strategic alliances for technological and market advantages [19][21].

Core Insights - Tesla's stock has surged 72% over the past six months, driven by strong third-quarter deliveries of 497,099 electric vehicles, exceeding analyst expectations of fewer than 440,000 [1][3]. Delivery Performance - Tesla delivered 497,099 vehicles in Q3 2025, up from 462,890 in the same period last year, indicating a robust year-over-year growth [1][4]. - The production for the quarter was 447,000 vehicles, which is down year-over-year, suggesting a fundamental shrinkage in production capacity [6]. Market Dynamics - The expiration of the $7,500 EV tax credit at the end of September incentivized car buyers to purchase electric vehicles, benefiting Tesla significantly [3]. - Despite the strong delivery numbers, there are concerns regarding the sales performance of Tesla's other models, which have not seen an increase, indicating limited growth outside of the core Model Y and Model X [6]. Valuation Concerns - Analysts have mixed views on Tesla's valuation, with some, like Cathie Wood from Ark Invest, believing it is undervalued with a five-year price target of $2,600, largely based on potential from Robotaxi and autonomous driving software [7]. - Other analysts, such as Jed Dorsheimer from William Blair, maintain a more cautious stance, suggesting that Robotaxi is crucial for Tesla's future, contributing significantly to their price target [8].

Core Viewpoint - Tesla's CEO Elon Musk indicated that the decision regarding Tesla's investment in xAI is not solely his, suggesting that a shareholder vote will be held on the matter [1] Group 1 - Elon Musk expressed that if it were solely his decision, Tesla would have already invested in xAI [1] - A shareholder vote will be conducted to determine the future of Tesla's investment in xAI [1]

Core Viewpoint - The article discusses Elon Musk's unconventional approach to problem-solving and leadership, highlighting his extreme dedication and willingness to take risks in order to achieve his goals, particularly in the context of Tesla and its future developments, such as Robotaxi [2][8]. Group 1: Elon Musk's Leadership Style - Musk is characterized as someone who is not afraid to express his opinions and emotions, often engaging with negative content about others, which reflects his bold personality [2]. - His approach to challenges is extreme; for instance, during the development of the Model S, he slept at the factory to ensure the project’s success [2]. Group 2: Tesla's Product Development - The Model Y has faced initial issues but has seen increased sales, although user experience concerns, such as the sunshade design, have been raised [7]. - Musk prioritizes overall system optimization over individual user comfort, which is evident in the design philosophy of Tesla vehicles [7]. Group 3: Future Developments and Robotaxi - The upcoming Robotaxi launch on July 8 is seen as a pivotal moment for Tesla, as it aims to create a comprehensive autonomous driving system that integrates vehicles, chips, algorithms, and dispatching [8]. - If successful, Tesla could transition from a traditional car manufacturer to a data and network-driven company, fundamentally changing its business model [8]. - Despite short-term sales pressures, Musk's strategy is to push forward rather than resort to price cuts, demonstrating his resilience and determination [8].

Core Viewpoint - Morgan Stanley maintains an "Overweight" rating on Tesla with a target price of $410, highlighting the company's potential in areas beyond electric vehicles, particularly in AI capabilities [1] Summary by Relevant Categories Company Performance - Despite a recent decline in Tesla's stock price, Morgan Stanley analyst Adam Jonas reaffirms the company's strong position in the market [1] - Tesla is noted for its significant growth potential in physical AI capabilities, including autonomous vehicles, robotics, energy storage, and manufacturing infrastructure [1] Competitive Advantage - Jonas emphasizes that no other company can match Tesla's capabilities in data, artificial intelligence, robotics, and support networks [1] - The broader technological ecosystem of Tesla remains attractive, even as traditional electric vehicles face challenges [1] Future Outlook - The analyst envisions future synergies for Tesla, such as integration with SpaceX and collaboration between AI systems like xAI and Optimus [1] - Tesla continues to be viewed as the preferred choice in the U.S. automotive industry [1]

Core Viewpoint - Elon Musk is shifting focus back to his core businesses, including X, xAI, and Tesla, after facing operational issues at his social media platform X, indicating a retreat from political involvement [1][3][10] Group 1: Operational Challenges - Musk announced the need for significant operational improvements at X following a recent outage that lasted several hours [1][3] - He emphasized the importance of being highly focused on his companies as they prepare to launch key technologies [1][3] Group 2: Political Involvement and Consequences - Musk's political contributions, including over $290 million to support Trump, have become a source of controversy and backlash, leading to a decline in his public image [1][10] - His political engagement has been viewed as detrimental, with some suggesting it may tarnish his otherwise successful business career [3][4] - The relationship between Musk and Trump has become increasingly complex, with indications that Trump may be distancing himself from Musk [8][10] Group 3: Impact on Tesla Sales - Tesla's sales have significantly declined in various markets, with a reported 62% drop in the UK and 45.9% in Germany, attributed to the backlash against Musk's political affiliations [7][10] - Negative public sentiment towards Musk has led to incidents of vandalism against Tesla vehicles and dealerships [7][10]