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2035 中国
11-07
确实从销售那里问过是春节前批准国内版fsd
马斯克预计FSD有望明年初在华全面获批,特斯拉将建月产百万片晶圆的芯片厂
2035 中国
11-06
$特斯拉(TSLA)$
今天大概率突破500美金
2035 中国
10-24
$英特尔(INTC)$
国企参股
2035 中国
10-13
$特斯拉(TSLA)$
中国拒绝与美国电话谈判稀土
2035 中国
10-09
销量又要起飞了
特斯拉Model Y新增长续航版本已在中国工信部完成备案
2035 中国
10-07
买wo o d
2035 中国
10-07
还有GPU发布,这个发布特斯拉直接破480美金 此刻 448
特斯拉预热10月7日发布会,或揭晓平价新车型
2035 中国
10-03
$特斯拉(TSLA)$
擎天柱发布在计划中,只是不知道在11月6号还是什么时候,10月22日是发布第三季度业绩?哪个兄弟知道
2035 中国
10-03
$特斯拉(TSLA)$
长期价值不看汽车,短期涨高了而已,回调一下非常正常。上车好机会
2035 中国
10-02
$老虎证券(TIGR)$
老虎证券,挣多一点给我分红,做你长期股东
2035 中国
10-02
$Robinhood(HOOD)$
交易时代,资产代币化第一股 看到200美金。 券商中的英伟达
2035 中国
10-02
$特斯拉(TSLA)$
大家讨论一下,国庆期间特斯拉能不能突破500美金。 需要什么条件 1、公布销量? 2、FSD进入中国 3、发布擎天柱
2035 中国
10-02
$特斯拉(TSLA)$
说什么好呢,又遗憾错过期权的10多万美金,胆子还是不够大。 给一点安慰,幸好很多正股。
2035 中国
10-02
抢其他公司市场吗?
2035 中国
10-02
$特斯拉(TSLA)$
据说FSD国内版本已经监管批准了,如果这样还要涨! 这就是特斯拉,刚刚市值突破1.5万亿,业务汽车毛利率重回20%的公司。他用Giga Press把70个零件压成1个,成本爆降40%。他有7万个超充桩,还把充电标准(NACS)统一了全行业。当他开启AI模式时,用FSD V12端到端神经网络和超50亿英里的真实数据训练,安全倍数是普通车的9倍。然后,当电网需要储能时,他的Megapack业务利润率高达30%,部署量每年翻倍。此外,他还有人形机器人Optimus的加成,所以特斯拉——继续加油马上500美金💲上车的兄弟们一起挣钱。 恭喜马斯克成为5000亿美金,地球首富!
2035 中国
10-01
特斯拉给力
2035 中国
09-30
可以到1000放心
2035 中国
09-28
$特斯拉(TSLA)$
1000美金的特斯拉 正在加速⏩
2035 中国
09-27
我做多特斯拉[开心] 因为体验了FSD,你就知道差距在哪里。
2035 中国
09-27
$特斯拉(TSLA):Q3业绩向好+多重催化在即,建议股东会前积极做多 从当前公开数据看,特斯拉三季度交付量与国内终端销量表现亮眼,为季度财报奠定强劲基础,个人近期不仅完成一辆特斯拉的交付,亦通过持股实现投资收益回正。 终端市场层面,特斯拉提车热度持续攀升。据门店信息,近期日均交付量稳定在三位数级别,提车中心现场排队现象普遍,个人提车流程耗时约1小时;复购率表现突出,门店透露老车主复购占比达45%,直接推动Model Y Long Range(YL)车型订单排期至12月,焕新版Model Y成为当前主力选择,六座版车型更是热销至试驾车被订购,市场需求旺盛为公司带来强劲现金流支撑。 产品力方面,特斯拉FSD(完全自动驾驶)系统体验堪称“革命性”。试乘体验中,其纯视觉方案展现出卓越感知能力,可精准识别400米外的摩托车,甚至能捕捉到空中飞过的鸟类;在实际路况中,可自动完成红绿灯通行、道路避让等操作,驾驶逻辑媲美资深司机。更值得期待的是,国内满血版FSD已进入监管报备阶段,市场预期有望在2025年春节前落地,将进一步打开产品价值空间。 催化事件上,特斯拉2024年股东会(11月16日召开) 日益临近,距离会议仅十余天,市场聚焦会上可能披露的“擎天柱”人形机器人细节;叠加硬件层面已为满血版FSD做好准备,2025年有望迎来新一轮业绩与估值双升,且当前股价尚未充分反映机器人业务的估值潜力。此外,公司全员持股机制(包括门店销售在内的员工均可获得股票激励),也从侧面体现出内部对长期发展的信心。 综上,建议持股或计划布局特斯拉的投资者,在11月16日股东会前把握做多窗口;同时强烈建议实地前往门店,试驾焕新版Model Y与六座版车型,亲身感受产品力升级,以一手体验辅助投资决策,而非依赖二手股评信息。
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12:47","market":"us","language":"zh","title":"马斯克预计FSD有望明年初在华全面获批,特斯拉将建月产百万片晶圆的芯片厂","url":"https://stock-news.laohu8.com/highlight/detail?id=1138041228","media":"老虎资讯综合","summary":"11月7日,特斯拉年度股东大会在得克萨斯州奥斯汀开始。在近万亿美元薪酬激励计划通过后,CEO埃隆·马斯克上台开启演讲。马斯克透露,特斯拉的FSD在中国获得了“部分批准”,他被告知,FSD有望在2026年2月或3月左右获得全面批准。(澎湃)","content":"<html><head></head><body><p style=\"text-align: start;\"><em>文章来源:澎湃新闻</em></p><p style=\"text-align: start;\">喜提万亿美元薪酬方案的马斯克分享了多项公司进展与计划。</p><p style=\"text-align: start;\">北京时间11月7日,特斯拉年度股东大会在得克萨斯州奥斯汀开始。在近万亿美元薪酬激励计划通过后,CEO埃隆·马斯克上台开启演讲。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f8f00c5c9f0cf3d615692b11d7bcd39\" alt=\"\" title=\"\" tg-width=\"828\" tg-height=\"462\"/></p><p style=\"text-align: start;\">在投票结果公布后,特斯拉盘后股价一度涨3%,但在马斯克演讲期间开始下跌,股东大会结束后,特斯拉盘后股价又开始回升。</p><p style=\"text-align: start;\">人形机器人Optimus无疑是特斯拉的重头戏。马斯克在演讲开始便重申,人形机器人将成为有史以来规模最大的产品,未来每个人都会拥有一台机器人。他预计,未来将有数百亿台Optimus“投入使用”。</p><p style=\"text-align: start;\">针对产能,马斯克展望,特斯拉首先会在弗里蒙特启动年产百万台的生产线,然后将在奥斯汀建造1000万台年产能的生产线。他称之为“史上所有大型复杂制造产品中最快的产能爬坡”。</p><p style=\"text-align: start;\">特斯拉人形机器人将在明年启动量产,同时明年将启动第三代特斯拉人形机器人生产;该产品采用年度发布周期,每次都会有重大改进。第四代预计2027年推出,第五代预计2028年推出。</p><p style=\"text-align: start;\">特斯拉已掌握复杂的手部工程、现实世界人工智能和大规模量产三大难点技术。在特斯拉看来,人形机器人本质上是“有胳膊和腿的智能车”,与特斯拉车辆现有的电池、电机、人工智能等技术同源打造。</p><p style=\"text-align: start;\">成本方面,马斯克表示,一旦实现每年100万台的持续产量,生产成本将在2万美元左右。但他也直言,对人形机器人的研发投入是个“无底洞”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/041aba30b3a327e2677430485c52b856\" alt=\"\" title=\"\" tg-width=\"832\" tg-height=\"456\"/></p><p style=\"text-align: start;\">马斯克也强调了机器人对于特斯拉全新愿景“加速迈向可持续的富足”的重要意义:人形机器人将真正消除贫困,提供超越人类外科医生的精准医疗,为每个人提供“超乎想象的医疗服务”。人形机器人的经济效应巨大,可将全球经济规模扩大10-100倍。</p><p style=\"text-align: start;\">此外,马斯克还认为,人形机器人将可用于月球和火星基地建设,特斯拉车辆(如赛博越野旅行车)将可以改装为月球/火星探测车。</p><p style=\"text-align: start;\">展望未来,他预期,人类可能在20年内实现通过Neuralink将人类意识快照上传到特斯拉人形机器人当中。届时,人形机器人有可能具备人类意识。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9985ed233af3e2318c61555dabf3a306\" alt=\"\" title=\"\" tg-width=\"2287\" tg-height=\"1280\"/></p><p style=\"text-align: start;\">就自动驾驶而言,FSD(智能辅助驾驶系统)V14.1版本已经很流畅,V14.3版本将达到“睡一觉醒来就抵达目的地”的水平。他相信在未来几个月内,借助FSD技术,驾驶员将被允许边开车边发短信。此外,受监管的FSD Supervised目前已在6个国家/地区推出。</p><p style=\"text-align: start;\">值得一提的是,马斯克透露,特斯拉的FSD在中国获得了“部分批准”,<strong>他被告知,FSD有望在2026年2月或3月左右获得全面批准。</strong></p><p style=\"text-align: start;\">特斯拉赛博无人驾驶电动车Cybercab是首款专为无人驾驶设计的特斯拉Robotaxi运营车辆,无方向盘、无踏板、无后视镜,每公里运行只需几毛钱。马斯克称,该车将在2026年4月在得州超级工厂启动量产,目标是将Cybercab的下线时间缩短到10秒以内,理论上可以压缩到5秒,年产能将从50万台飙升至200万-500万台。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9486e7908b6209da6dc4ebf7ce171659\" alt=\"\" title=\"\" tg-width=\"832\" tg-height=\"454\"/></p><p style=\"text-align: start;\">芯片和电力是未来发展的核心瓶颈。马斯克称,特斯拉已准备好能源解决方案,但芯片供应仍需扩大。他提到,特斯拉可能需要建造一座“巨型芯片工厂Terafab”,目标是每月100万片晶圆。因为除此之外,他“看不到公司达到所需芯片产量的其他途径”。</p><p style=\"text-align: start;\">此外,马斯克还强调,汽车仍旧是特斯拉未来计划中的重要领域。</p><p style=\"text-align: start;\">他透露,他最近提到的“史上最震撼的产品演示”指的就是全新Roadster,该车超乎想象、超越任何现有车辆,2026年4月1日将发布新技术演示,预计12-18个月后量产,是“有史以来最酷的车,如果它还算是一辆车的话”。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克预计FSD有望明年初在华全面获批,特斯拉将建月产百万片晶圆的芯片厂</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克预计FSD有望明年初在华全面获批,特斯拉将建月产百万片晶圆的芯片厂\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-11-07 12:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\"><em>文章来源:澎湃新闻</em></p><p style=\"text-align: start;\">喜提万亿美元薪酬方案的马斯克分享了多项公司进展与计划。</p><p style=\"text-align: start;\">北京时间11月7日,特斯拉年度股东大会在得克萨斯州奥斯汀开始。在近万亿美元薪酬激励计划通过后,CEO埃隆·马斯克上台开启演讲。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f8f00c5c9f0cf3d615692b11d7bcd39\" alt=\"\" title=\"\" tg-width=\"828\" tg-height=\"462\"/></p><p style=\"text-align: start;\">在投票结果公布后,特斯拉盘后股价一度涨3%,但在马斯克演讲期间开始下跌,股东大会结束后,特斯拉盘后股价又开始回升。</p><p style=\"text-align: start;\">人形机器人Optimus无疑是特斯拉的重头戏。马斯克在演讲开始便重申,人形机器人将成为有史以来规模最大的产品,未来每个人都会拥有一台机器人。他预计,未来将有数百亿台Optimus“投入使用”。</p><p style=\"text-align: start;\">针对产能,马斯克展望,特斯拉首先会在弗里蒙特启动年产百万台的生产线,然后将在奥斯汀建造1000万台年产能的生产线。他称之为“史上所有大型复杂制造产品中最快的产能爬坡”。</p><p style=\"text-align: start;\">特斯拉人形机器人将在明年启动量产,同时明年将启动第三代特斯拉人形机器人生产;该产品采用年度发布周期,每次都会有重大改进。第四代预计2027年推出,第五代预计2028年推出。</p><p style=\"text-align: start;\">特斯拉已掌握复杂的手部工程、现实世界人工智能和大规模量产三大难点技术。在特斯拉看来,人形机器人本质上是“有胳膊和腿的智能车”,与特斯拉车辆现有的电池、电机、人工智能等技术同源打造。</p><p style=\"text-align: start;\">成本方面,马斯克表示,一旦实现每年100万台的持续产量,生产成本将在2万美元左右。但他也直言,对人形机器人的研发投入是个“无底洞”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/041aba30b3a327e2677430485c52b856\" alt=\"\" title=\"\" tg-width=\"832\" tg-height=\"456\"/></p><p style=\"text-align: start;\">马斯克也强调了机器人对于特斯拉全新愿景“加速迈向可持续的富足”的重要意义:人形机器人将真正消除贫困,提供超越人类外科医生的精准医疗,为每个人提供“超乎想象的医疗服务”。人形机器人的经济效应巨大,可将全球经济规模扩大10-100倍。</p><p style=\"text-align: start;\">此外,马斯克还认为,人形机器人将可用于月球和火星基地建设,特斯拉车辆(如赛博越野旅行车)将可以改装为月球/火星探测车。</p><p style=\"text-align: start;\">展望未来,他预期,人类可能在20年内实现通过Neuralink将人类意识快照上传到特斯拉人形机器人当中。届时,人形机器人有可能具备人类意识。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9985ed233af3e2318c61555dabf3a306\" alt=\"\" title=\"\" tg-width=\"2287\" tg-height=\"1280\"/></p><p style=\"text-align: start;\">就自动驾驶而言,FSD(智能辅助驾驶系统)V14.1版本已经很流畅,V14.3版本将达到“睡一觉醒来就抵达目的地”的水平。他相信在未来几个月内,借助FSD技术,驾驶员将被允许边开车边发短信。此外,受监管的FSD Supervised目前已在6个国家/地区推出。</p><p style=\"text-align: start;\">值得一提的是,马斯克透露,特斯拉的FSD在中国获得了“部分批准”,<strong>他被告知,FSD有望在2026年2月或3月左右获得全面批准。</strong></p><p style=\"text-align: start;\">特斯拉赛博无人驾驶电动车Cybercab是首款专为无人驾驶设计的特斯拉Robotaxi运营车辆,无方向盘、无踏板、无后视镜,每公里运行只需几毛钱。马斯克称,该车将在2026年4月在得州超级工厂启动量产,目标是将Cybercab的下线时间缩短到10秒以内,理论上可以压缩到5秒,年产能将从50万台飙升至200万-500万台。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9486e7908b6209da6dc4ebf7ce171659\" alt=\"\" title=\"\" tg-width=\"832\" tg-height=\"454\"/></p><p style=\"text-align: start;\">芯片和电力是未来发展的核心瓶颈。马斯克称,特斯拉已准备好能源解决方案,但芯片供应仍需扩大。他提到,特斯拉可能需要建造一座“巨型芯片工厂Terafab”,目标是每月100万片晶圆。因为除此之外,他“看不到公司达到所需芯片产量的其他途径”。</p><p style=\"text-align: start;\">此外,马斯克还强调,汽车仍旧是特斯拉未来计划中的重要领域。</p><p style=\"text-align: start;\">他透露,他最近提到的“史上最震撼的产品演示”指的就是全新Roadster,该车超乎想象、超越任何现有车辆,2026年4月1日将发布新技术演示,预计12-18个月后量产,是“有史以来最酷的车,如果它还算是一辆车的话”。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138041228","content_text":"文章来源:澎湃新闻喜提万亿美元薪酬方案的马斯克分享了多项公司进展与计划。北京时间11月7日,特斯拉年度股东大会在得克萨斯州奥斯汀开始。在近万亿美元薪酬激励计划通过后,CEO埃隆·马斯克上台开启演讲。在投票结果公布后,特斯拉盘后股价一度涨3%,但在马斯克演讲期间开始下跌,股东大会结束后,特斯拉盘后股价又开始回升。人形机器人Optimus无疑是特斯拉的重头戏。马斯克在演讲开始便重申,人形机器人将成为有史以来规模最大的产品,未来每个人都会拥有一台机器人。他预计,未来将有数百亿台Optimus“投入使用”。针对产能,马斯克展望,特斯拉首先会在弗里蒙特启动年产百万台的生产线,然后将在奥斯汀建造1000万台年产能的生产线。他称之为“史上所有大型复杂制造产品中最快的产能爬坡”。特斯拉人形机器人将在明年启动量产,同时明年将启动第三代特斯拉人形机器人生产;该产品采用年度发布周期,每次都会有重大改进。第四代预计2027年推出,第五代预计2028年推出。特斯拉已掌握复杂的手部工程、现实世界人工智能和大规模量产三大难点技术。在特斯拉看来,人形机器人本质上是“有胳膊和腿的智能车”,与特斯拉车辆现有的电池、电机、人工智能等技术同源打造。成本方面,马斯克表示,一旦实现每年100万台的持续产量,生产成本将在2万美元左右。但他也直言,对人形机器人的研发投入是个“无底洞”。马斯克也强调了机器人对于特斯拉全新愿景“加速迈向可持续的富足”的重要意义:人形机器人将真正消除贫困,提供超越人类外科医生的精准医疗,为每个人提供“超乎想象的医疗服务”。人形机器人的经济效应巨大,可将全球经济规模扩大10-100倍。此外,马斯克还认为,人形机器人将可用于月球和火星基地建设,特斯拉车辆(如赛博越野旅行车)将可以改装为月球/火星探测车。展望未来,他预期,人类可能在20年内实现通过Neuralink将人类意识快照上传到特斯拉人形机器人当中。届时,人形机器人有可能具备人类意识。就自动驾驶而言,FSD(智能辅助驾驶系统)V14.1版本已经很流畅,V14.3版本将达到“睡一觉醒来就抵达目的地”的水平。他相信在未来几个月内,借助FSD技术,驾驶员将被允许边开车边发短信。此外,受监管的FSD Supervised目前已在6个国家/地区推出。值得一提的是,马斯克透露,特斯拉的FSD在中国获得了“部分批准”,他被告知,FSD有望在2026年2月或3月左右获得全面批准。特斯拉赛博无人驾驶电动车Cybercab是首款专为无人驾驶设计的特斯拉Robotaxi运营车辆,无方向盘、无踏板、无后视镜,每公里运行只需几毛钱。马斯克称,该车将在2026年4月在得州超级工厂启动量产,目标是将Cybercab的下线时间缩短到10秒以内,理论上可以压缩到5秒,年产能将从50万台飙升至200万-500万台。芯片和电力是未来发展的核心瓶颈。马斯克称,特斯拉已准备好能源解决方案,但芯片供应仍需扩大。他提到,特斯拉可能需要建造一座“巨型芯片工厂Terafab”,目标是每月100万片晶圆。因为除此之外,他“看不到公司达到所需芯片产量的其他途径”。此外,马斯克还强调,汽车仍旧是特斯拉未来计划中的重要领域。他透露,他最近提到的“史上最震撼的产品演示”指的就是全新Roadster,该车超乎想象、超越任何现有车辆,2026年4月1日将发布新技术演示,预计12-18个月后量产,是“有史以来最酷的车,如果它还算是一辆车的话”。","news_type":1,"symbols_score_info":{"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497273592893584,"gmtCreate":1762427289527,"gmtModify":1762427291537,"author":{"id":"3494014740682529","authorId":"3494014740682529","name":"2035 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 中国拒绝与美国电话谈判稀土","text":"$特斯拉(TSLA)$ 中国拒绝与美国电话谈判稀土","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/488678479856000","isVote":1,"tweetType":1,"viewCount":1254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487401763074824,"gmtCreate":1760023694602,"gmtModify":1760023696982,"author":{"id":"3494014740682529","authorId":"3494014740682529","name":"2035 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Y新增长续航版本已在中国工信部完成备案。","content":"<p>特斯拉Model Y新增长续航版本已在中国工信部完成备案。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉Model Y新增长续航版本已在中国工信部完成备案</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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class=\"title\">\n特斯拉Model Y新增长续航版本已在中国工信部完成备案\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1004306016\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股速递 </p>\n<p class=\"h-time\">2025-10-09 22:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>特斯拉Model Y新增长续航版本已在中国工信部完成备案。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","BK4612":"AI芯片","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A(dist)","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY 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Y新增长续航版本已在中国工信部完成备案。","news_type":1,"symbols_score_info":{"TSLA":1,"TSYW.SI":1}},"isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":486607981645936,"gmtCreate":1759829747058,"gmtModify":1759829749507,"author":{"id":"3494014740682529","authorId":"3494014740682529","name":"2035 中国","avatar":"https://static.tigerbbs.com/a6145655426062362944f78907e8f1cf","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494014740682529","authorIdStr":"3494014740682529"},"themes":[],"htmlText":"买wo o d","listText":"买wo o d","text":"买wo o 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448","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/486366630576600","repostId":"1127856446","repostType":2,"repost":{"id":"1127856446","kind":"news","pubTimestamp":1759751888,"share":"https://www.laohu8.com/m/news/1127856446?lang=&edition=full","pubTime":"2025-10-06 19:58","market":"us","language":"zh","title":"特斯拉预热10月7日发布会,或揭晓平价新车型","url":"https://stock-news.laohu8.com/highlight/detail?id=1127856446","media":"华尔街见闻","summary":"特斯拉正暗示一场重要的产品发布。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 提醒大家关注一场重要的产品发布,市场普遍预期这与其备受期待的平价电动汽车有关。</p><p style=\"text-align: justify;\">这家汽车制造商在社交媒体上发布了一段九秒的视频,画面中一辆汽车在黑暗中亮起头灯。<strong>在另一段视频的末尾,则出现了“10/7”的字样,直接指向10月7日(周二)将有相关活动。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/46f801d8ff4d24229bf3670b326fbebd\" title=\"\" tg-width=\"820\" tg-height=\"396\"/></p><p style=\"text-align: justify;\">此次预热发布的时间点尤为关键。就在几天前的9月30日,价值7500美元的美国电动汽车联邦税收抵免政策刚刚到期。这一变化可能深刻影响消费者的购车选择,并促使特斯拉必须重新调整其定价策略以应对潜在的需求放缓。</p><p style=\"text-align: justify;\">在此之前,特斯拉刚刚公布了截至9月的季度交付量创下历史新高,其主要驱动力正是消费者赶在税收抵免到期前集中购车。如何在失去政策激励后维持增长,成为特斯拉亟待向市场证明的核心问题,而一款更具价格竞争力的车型被视为关键答案。</p><h2 id=\"id_3224075730\" style=\"text-align: start;\">平价车型细节初现</h2><p style=\"text-align: justify;\">尽管特斯拉官方对新车型守口如瓶,但根据媒体早前援引知情人士的报道,<strong>这款备受期待的平价车型是一款“精简版”汽车,其生产成本预计将比新款Model Y低约20%。</strong>报道称,该车型是为扩大市场覆盖面而设计。</p><p style=\"text-align: justify;\">此前,特斯拉已推迟在美国推出低成本版Model Y的时间表。公司曾在6月表示,已经完成了该车型的“首批试制”,但计划在第四季度才开始销售,且产能爬坡速度将慢于原计划。据消息人士透露,到2026年,这款平价车型在美国的年产量有望扩大至约25万辆。</p><p style=\"text-align: justify;\">特斯拉推出平价车型的紧迫性,与美国电动汽车税收抵免政策的终结密切相关。该政策为每辆符合条件的电动车提供7500美元的联邦税收抵免,是刺激美国电动车市场需求的重要工具。</p><p style=\"text-align: justify;\">正是这一政策的到期,推动了特斯拉在截至9月的第三季度交付量创下历史新高,因为大量潜在买家为锁定补贴而提前下单。如今,随着激励措施的消失,特斯拉需要新的催化剂来吸引对价格更敏感的消费者,以维持其创纪录的销售动能。分析师和投资者正密切关注,特斯拉将如何通过新产品和定价策略来应对这一挑战。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉预热10月7日发布会,或揭晓平价新车型</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1da1808c476bfbe9388a4202f176a117","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3756716","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127856446","content_text":"特斯拉 提醒大家关注一场重要的产品发布,市场普遍预期这与其备受期待的平价电动汽车有关。这家汽车制造商在社交媒体上发布了一段九秒的视频,画面中一辆汽车在黑暗中亮起头灯。在另一段视频的末尾,则出现了“10/7”的字样,直接指向10月7日(周二)将有相关活动。此次预热发布的时间点尤为关键。就在几天前的9月30日,价值7500美元的美国电动汽车联邦税收抵免政策刚刚到期。这一变化可能深刻影响消费者的购车选择,并促使特斯拉必须重新调整其定价策略以应对潜在的需求放缓。在此之前,特斯拉刚刚公布了截至9月的季度交付量创下历史新高,其主要驱动力正是消费者赶在税收抵免到期前集中购车。如何在失去政策激励后维持增长,成为特斯拉亟待向市场证明的核心问题,而一款更具价格竞争力的车型被视为关键答案。平价车型细节初现尽管特斯拉官方对新车型守口如瓶,但根据媒体早前援引知情人士的报道,这款备受期待的平价车型是一款“精简版”汽车,其生产成本预计将比新款Model Y低约20%。报道称,该车型是为扩大市场覆盖面而设计。此前,特斯拉已推迟在美国推出低成本版Model Y的时间表。公司曾在6月表示,已经完成了该车型的“首批试制”,但计划在第四季度才开始销售,且产能爬坡速度将慢于原计划。据消息人士透露,到2026年,这款平价车型在美国的年产量有望扩大至约25万辆。特斯拉推出平价车型的紧迫性,与美国电动汽车税收抵免政策的终结密切相关。该政策为每辆符合条件的电动车提供7500美元的联邦税收抵免,是刺激美国电动车市场需求的重要工具。正是这一政策的到期,推动了特斯拉在截至9月的第三季度交付量创下历史新高,因为大量潜在买家为锁定补贴而提前下单。如今,随着激励措施的消失,特斯拉需要新的催化剂来吸引对价格更敏感的消费者,以维持其创纪录的销售动能。分析师和投资者正密切关注,特斯拉将如何通过新产品和定价策略来应对这一挑战。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":878,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":485171144421376,"gmtCreate":1759479178144,"gmtModify":1759479180026,"author":{"id":"3494014740682529","authorId":"3494014740682529","name":"2035 中国","avatar":"https://static.tigerbbs.com/a6145655426062362944f78907e8f1cf","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494014740682529","authorIdStr":"3494014740682529"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v> 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12:47","market":"us","language":"zh","title":"马斯克预计FSD有望明年初在华全面获批,特斯拉将建月产百万片晶圆的芯片厂","url":"https://stock-news.laohu8.com/highlight/detail?id=1138041228","media":"老虎资讯综合","summary":"11月7日,特斯拉年度股东大会在得克萨斯州奥斯汀开始。在近万亿美元薪酬激励计划通过后,CEO埃隆·马斯克上台开启演讲。马斯克透露,特斯拉的FSD在中国获得了“部分批准”,他被告知,FSD有望在2026年2月或3月左右获得全面批准。(澎湃)","content":"<html><head></head><body><p style=\"text-align: start;\"><em>文章来源:澎湃新闻</em></p><p style=\"text-align: start;\">喜提万亿美元薪酬方案的马斯克分享了多项公司进展与计划。</p><p style=\"text-align: start;\">北京时间11月7日,特斯拉年度股东大会在得克萨斯州奥斯汀开始。在近万亿美元薪酬激励计划通过后,CEO埃隆·马斯克上台开启演讲。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f8f00c5c9f0cf3d615692b11d7bcd39\" alt=\"\" title=\"\" tg-width=\"828\" tg-height=\"462\"/></p><p style=\"text-align: start;\">在投票结果公布后,特斯拉盘后股价一度涨3%,但在马斯克演讲期间开始下跌,股东大会结束后,特斯拉盘后股价又开始回升。</p><p style=\"text-align: start;\">人形机器人Optimus无疑是特斯拉的重头戏。马斯克在演讲开始便重申,人形机器人将成为有史以来规模最大的产品,未来每个人都会拥有一台机器人。他预计,未来将有数百亿台Optimus“投入使用”。</p><p style=\"text-align: start;\">针对产能,马斯克展望,特斯拉首先会在弗里蒙特启动年产百万台的生产线,然后将在奥斯汀建造1000万台年产能的生产线。他称之为“史上所有大型复杂制造产品中最快的产能爬坡”。</p><p style=\"text-align: start;\">特斯拉人形机器人将在明年启动量产,同时明年将启动第三代特斯拉人形机器人生产;该产品采用年度发布周期,每次都会有重大改进。第四代预计2027年推出,第五代预计2028年推出。</p><p style=\"text-align: start;\">特斯拉已掌握复杂的手部工程、现实世界人工智能和大规模量产三大难点技术。在特斯拉看来,人形机器人本质上是“有胳膊和腿的智能车”,与特斯拉车辆现有的电池、电机、人工智能等技术同源打造。</p><p style=\"text-align: start;\">成本方面,马斯克表示,一旦实现每年100万台的持续产量,生产成本将在2万美元左右。但他也直言,对人形机器人的研发投入是个“无底洞”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/041aba30b3a327e2677430485c52b856\" alt=\"\" title=\"\" tg-width=\"832\" tg-height=\"456\"/></p><p style=\"text-align: start;\">马斯克也强调了机器人对于特斯拉全新愿景“加速迈向可持续的富足”的重要意义:人形机器人将真正消除贫困,提供超越人类外科医生的精准医疗,为每个人提供“超乎想象的医疗服务”。人形机器人的经济效应巨大,可将全球经济规模扩大10-100倍。</p><p style=\"text-align: start;\">此外,马斯克还认为,人形机器人将可用于月球和火星基地建设,特斯拉车辆(如赛博越野旅行车)将可以改装为月球/火星探测车。</p><p style=\"text-align: start;\">展望未来,他预期,人类可能在20年内实现通过Neuralink将人类意识快照上传到特斯拉人形机器人当中。届时,人形机器人有可能具备人类意识。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9985ed233af3e2318c61555dabf3a306\" alt=\"\" title=\"\" tg-width=\"2287\" tg-height=\"1280\"/></p><p style=\"text-align: start;\">就自动驾驶而言,FSD(智能辅助驾驶系统)V14.1版本已经很流畅,V14.3版本将达到“睡一觉醒来就抵达目的地”的水平。他相信在未来几个月内,借助FSD技术,驾驶员将被允许边开车边发短信。此外,受监管的FSD Supervised目前已在6个国家/地区推出。</p><p style=\"text-align: start;\">值得一提的是,马斯克透露,特斯拉的FSD在中国获得了“部分批准”,<strong>他被告知,FSD有望在2026年2月或3月左右获得全面批准。</strong></p><p style=\"text-align: start;\">特斯拉赛博无人驾驶电动车Cybercab是首款专为无人驾驶设计的特斯拉Robotaxi运营车辆,无方向盘、无踏板、无后视镜,每公里运行只需几毛钱。马斯克称,该车将在2026年4月在得州超级工厂启动量产,目标是将Cybercab的下线时间缩短到10秒以内,理论上可以压缩到5秒,年产能将从50万台飙升至200万-500万台。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9486e7908b6209da6dc4ebf7ce171659\" alt=\"\" title=\"\" tg-width=\"832\" tg-height=\"454\"/></p><p style=\"text-align: start;\">芯片和电力是未来发展的核心瓶颈。马斯克称,特斯拉已准备好能源解决方案,但芯片供应仍需扩大。他提到,特斯拉可能需要建造一座“巨型芯片工厂Terafab”,目标是每月100万片晶圆。因为除此之外,他“看不到公司达到所需芯片产量的其他途径”。</p><p style=\"text-align: start;\">此外,马斯克还强调,汽车仍旧是特斯拉未来计划中的重要领域。</p><p style=\"text-align: start;\">他透露,他最近提到的“史上最震撼的产品演示”指的就是全新Roadster,该车超乎想象、超越任何现有车辆,2026年4月1日将发布新技术演示,预计12-18个月后量产,是“有史以来最酷的车,如果它还算是一辆车的话”。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克预计FSD有望明年初在华全面获批,特斯拉将建月产百万片晶圆的芯片厂</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克预计FSD有望明年初在华全面获批,特斯拉将建月产百万片晶圆的芯片厂\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-11-07 12:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\"><em>文章来源:澎湃新闻</em></p><p style=\"text-align: start;\">喜提万亿美元薪酬方案的马斯克分享了多项公司进展与计划。</p><p style=\"text-align: start;\">北京时间11月7日,特斯拉年度股东大会在得克萨斯州奥斯汀开始。在近万亿美元薪酬激励计划通过后,CEO埃隆·马斯克上台开启演讲。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f8f00c5c9f0cf3d615692b11d7bcd39\" alt=\"\" title=\"\" tg-width=\"828\" tg-height=\"462\"/></p><p style=\"text-align: start;\">在投票结果公布后,特斯拉盘后股价一度涨3%,但在马斯克演讲期间开始下跌,股东大会结束后,特斯拉盘后股价又开始回升。</p><p style=\"text-align: start;\">人形机器人Optimus无疑是特斯拉的重头戏。马斯克在演讲开始便重申,人形机器人将成为有史以来规模最大的产品,未来每个人都会拥有一台机器人。他预计,未来将有数百亿台Optimus“投入使用”。</p><p style=\"text-align: start;\">针对产能,马斯克展望,特斯拉首先会在弗里蒙特启动年产百万台的生产线,然后将在奥斯汀建造1000万台年产能的生产线。他称之为“史上所有大型复杂制造产品中最快的产能爬坡”。</p><p style=\"text-align: start;\">特斯拉人形机器人将在明年启动量产,同时明年将启动第三代特斯拉人形机器人生产;该产品采用年度发布周期,每次都会有重大改进。第四代预计2027年推出,第五代预计2028年推出。</p><p style=\"text-align: start;\">特斯拉已掌握复杂的手部工程、现实世界人工智能和大规模量产三大难点技术。在特斯拉看来,人形机器人本质上是“有胳膊和腿的智能车”,与特斯拉车辆现有的电池、电机、人工智能等技术同源打造。</p><p style=\"text-align: start;\">成本方面,马斯克表示,一旦实现每年100万台的持续产量,生产成本将在2万美元左右。但他也直言,对人形机器人的研发投入是个“无底洞”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/041aba30b3a327e2677430485c52b856\" alt=\"\" title=\"\" tg-width=\"832\" tg-height=\"456\"/></p><p style=\"text-align: start;\">马斯克也强调了机器人对于特斯拉全新愿景“加速迈向可持续的富足”的重要意义:人形机器人将真正消除贫困,提供超越人类外科医生的精准医疗,为每个人提供“超乎想象的医疗服务”。人形机器人的经济效应巨大,可将全球经济规模扩大10-100倍。</p><p style=\"text-align: start;\">此外,马斯克还认为,人形机器人将可用于月球和火星基地建设,特斯拉车辆(如赛博越野旅行车)将可以改装为月球/火星探测车。</p><p style=\"text-align: start;\">展望未来,他预期,人类可能在20年内实现通过Neuralink将人类意识快照上传到特斯拉人形机器人当中。届时,人形机器人有可能具备人类意识。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9985ed233af3e2318c61555dabf3a306\" alt=\"\" title=\"\" tg-width=\"2287\" tg-height=\"1280\"/></p><p style=\"text-align: start;\">就自动驾驶而言,FSD(智能辅助驾驶系统)V14.1版本已经很流畅,V14.3版本将达到“睡一觉醒来就抵达目的地”的水平。他相信在未来几个月内,借助FSD技术,驾驶员将被允许边开车边发短信。此外,受监管的FSD Supervised目前已在6个国家/地区推出。</p><p style=\"text-align: start;\">值得一提的是,马斯克透露,特斯拉的FSD在中国获得了“部分批准”,<strong>他被告知,FSD有望在2026年2月或3月左右获得全面批准。</strong></p><p style=\"text-align: start;\">特斯拉赛博无人驾驶电动车Cybercab是首款专为无人驾驶设计的特斯拉Robotaxi运营车辆,无方向盘、无踏板、无后视镜,每公里运行只需几毛钱。马斯克称,该车将在2026年4月在得州超级工厂启动量产,目标是将Cybercab的下线时间缩短到10秒以内,理论上可以压缩到5秒,年产能将从50万台飙升至200万-500万台。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9486e7908b6209da6dc4ebf7ce171659\" alt=\"\" title=\"\" tg-width=\"832\" tg-height=\"454\"/></p><p style=\"text-align: start;\">芯片和电力是未来发展的核心瓶颈。马斯克称,特斯拉已准备好能源解决方案,但芯片供应仍需扩大。他提到,特斯拉可能需要建造一座“巨型芯片工厂Terafab”,目标是每月100万片晶圆。因为除此之外,他“看不到公司达到所需芯片产量的其他途径”。</p><p style=\"text-align: start;\">此外,马斯克还强调,汽车仍旧是特斯拉未来计划中的重要领域。</p><p style=\"text-align: start;\">他透露,他最近提到的“史上最震撼的产品演示”指的就是全新Roadster,该车超乎想象、超越任何现有车辆,2026年4月1日将发布新技术演示,预计12-18个月后量产,是“有史以来最酷的车,如果它还算是一辆车的话”。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138041228","content_text":"文章来源:澎湃新闻喜提万亿美元薪酬方案的马斯克分享了多项公司进展与计划。北京时间11月7日,特斯拉年度股东大会在得克萨斯州奥斯汀开始。在近万亿美元薪酬激励计划通过后,CEO埃隆·马斯克上台开启演讲。在投票结果公布后,特斯拉盘后股价一度涨3%,但在马斯克演讲期间开始下跌,股东大会结束后,特斯拉盘后股价又开始回升。人形机器人Optimus无疑是特斯拉的重头戏。马斯克在演讲开始便重申,人形机器人将成为有史以来规模最大的产品,未来每个人都会拥有一台机器人。他预计,未来将有数百亿台Optimus“投入使用”。针对产能,马斯克展望,特斯拉首先会在弗里蒙特启动年产百万台的生产线,然后将在奥斯汀建造1000万台年产能的生产线。他称之为“史上所有大型复杂制造产品中最快的产能爬坡”。特斯拉人形机器人将在明年启动量产,同时明年将启动第三代特斯拉人形机器人生产;该产品采用年度发布周期,每次都会有重大改进。第四代预计2027年推出,第五代预计2028年推出。特斯拉已掌握复杂的手部工程、现实世界人工智能和大规模量产三大难点技术。在特斯拉看来,人形机器人本质上是“有胳膊和腿的智能车”,与特斯拉车辆现有的电池、电机、人工智能等技术同源打造。成本方面,马斯克表示,一旦实现每年100万台的持续产量,生产成本将在2万美元左右。但他也直言,对人形机器人的研发投入是个“无底洞”。马斯克也强调了机器人对于特斯拉全新愿景“加速迈向可持续的富足”的重要意义:人形机器人将真正消除贫困,提供超越人类外科医生的精准医疗,为每个人提供“超乎想象的医疗服务”。人形机器人的经济效应巨大,可将全球经济规模扩大10-100倍。此外,马斯克还认为,人形机器人将可用于月球和火星基地建设,特斯拉车辆(如赛博越野旅行车)将可以改装为月球/火星探测车。展望未来,他预期,人类可能在20年内实现通过Neuralink将人类意识快照上传到特斯拉人形机器人当中。届时,人形机器人有可能具备人类意识。就自动驾驶而言,FSD(智能辅助驾驶系统)V14.1版本已经很流畅,V14.3版本将达到“睡一觉醒来就抵达目的地”的水平。他相信在未来几个月内,借助FSD技术,驾驶员将被允许边开车边发短信。此外,受监管的FSD Supervised目前已在6个国家/地区推出。值得一提的是,马斯克透露,特斯拉的FSD在中国获得了“部分批准”,他被告知,FSD有望在2026年2月或3月左右获得全面批准。特斯拉赛博无人驾驶电动车Cybercab是首款专为无人驾驶设计的特斯拉Robotaxi运营车辆,无方向盘、无踏板、无后视镜,每公里运行只需几毛钱。马斯克称,该车将在2026年4月在得州超级工厂启动量产,目标是将Cybercab的下线时间缩短到10秒以内,理论上可以压缩到5秒,年产能将从50万台飙升至200万-500万台。芯片和电力是未来发展的核心瓶颈。马斯克称,特斯拉已准备好能源解决方案,但芯片供应仍需扩大。他提到,特斯拉可能需要建造一座“巨型芯片工厂Terafab”,目标是每月100万片晶圆。因为除此之外,他“看不到公司达到所需芯片产量的其他途径”。此外,马斯克还强调,汽车仍旧是特斯拉未来计划中的重要领域。他透露,他最近提到的“史上最震撼的产品演示”指的就是全新Roadster,该车超乎想象、超越任何现有车辆,2026年4月1日将发布新技术演示,预计12-18个月后量产,是“有史以来最酷的车,如果它还算是一辆车的话”。","news_type":1,"symbols_score_info":{"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":480131391426624,"gmtCreate":1758243499042,"gmtModify":1758243501516,"author":{"id":"3494014740682529","authorId":"3494014740682529","name":"2035 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按照计划持有1000股底仓特斯拉,不断做T,昨天晚上吃了3元差价,可惜挂单417没买成。三个交易日战果!","images":[{"img":"https://static.tigerbbs.com/fe1c7d423fdcb06d73b78007cf6c6132","width":"1122","height":"1677"},{"img":"https://static.tigerbbs.com/c3f3b02b374113e0322dff7ac38d1672","width":"1122","height":"1677"},{"img":"https://static.tigerbbs.com/3a8a0add21c524f1ec2d86f09afabcf9","width":"1122","height":"1677"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/479352823669088","isVote":1,"tweetType":1,"viewCount":3991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},{"id":407100759400936,"gmtCreate":1740408348492,"gmtModify":1740408349805,"author":{"id":"3494014740682529","authorId":"3494014740682529","name":"2035 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今天大概率突破500美金","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/497273592893584","isVote":1,"tweetType":1,"viewCount":3719,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3491655658731361","authorId":"3491655658731361","name":"今天不吃面","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3491655658731361","idStr":"3491655658731361"},"content":"最终结果得下周公布吧","text":"最终结果得下周公布吧","html":"最终结果得下周公布吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481510100078656,"gmtCreate":1758580097834,"gmtModify":1758590374765,"author":{"id":"3494014740682529","authorId":"3494014740682529","name":"2035 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