Core Insights - Generative AI is viewed as a transformative technology by Amazon's CEO Andy Jassy, indicating its potential to significantly enhance customer experiences [1] - Elon Musk predicts that humanoid robots could create a market worth $250 trillion by 2040, representing a major shift in the global economy driven by AI innovation [2] - Major firms like PwC and McKinsey recognize the potential of AI to unlock multi-trillion-dollar opportunities, suggesting a broad consensus on its economic impact [3] Company and Industry Analysis - A breakthrough in AI technology is redefining work, learning, and creativity, leading to increased interest from hedge funds and top investors [4] - There is speculation about an under-owned company that may play a crucial role in the AI revolution, with its technology posing a threat to competitors [4] - Prominent investors, including Bill Gates and Warren Buffett, are positioning themselves around AI, highlighting its potential to transform various sectors such as healthcare and education [8]

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

RT Tesla Owners Silicon Valley (@teslaownersSV)Starship is how civilization begins its Kardashev era. 🚀A gateway from planetary limits to cosmic scale. https://t.co/ghP19sYhiV ...

7、AI拉动世界经济增长。国际货币基金组织总裁格奥尔基耶娃表示，人工智能有可能使全球经济增长 提高近1%。近期欧元区、印度、日本的PMI指数回升。 4、美国经济和通胀低于预期，降息预期升温。美国2025年第四季度实际GDP年化初值环比增长1.4%， 第三季度终值为4.4%，经济放缓，主因是政府支出和出口转为下降，消费者支出增速放缓。白宫国家 经济委员会主任哈塞特表示，美联储还有很大的降息空间。 5、欧美和亚洲资本市场大涨，主因全球降息预期和AI大爆发。日本、韩国、市场创新高。 6、伦敦基本金属全线上涨，大宗商品元年。 春节期间发生了十件财经大事，影响未来的机会。我给你做了总结。 1、全球史诗级好消息，美国最高法院作出裁决，特朗普对等关税和芬太尼关税违法。这意味着，特朗 普政府目前实行的大部分关税将被迫中止。21日，美国白宫证实，相关关税将不再有效。随后，特朗普 宣布将加征10%全球进口关税，这项新关税最多只能持续150天。我认为，全球关税水平普遍下降，提 振全球经济和市场信心。 2、美国将考虑对伊朗进行军事打击，石油、黄金价格大涨，军工受益。美国总统特朗普表示，他正考 虑对伊朗进行"初步的有限军事打击"，以迫 ...

该用户表示，他今早"开车"去参加一场会议，从自家车道到目的地停车位，全程约 30 英里（IT之家 注：约 48.3 公里）路程均由 FSD 驾驶，自己几乎未进行主动干预。据称，由于其在行驶过程中注意力 主要集中在其他事务上，几乎已经忘了自己在开车这件事。 该用户同时对 FSD v14 版本的人工干预情况进行了说明。他表示，约 85% 的干预发生在寻找停车位阶 段，另有约 15% 的干预源于希望车辆选择不同路线。 另一名用户在评论区指出，当前 FSD 系统的主要不足在于无法通过自然语言下达指令，例如直接告诉 车辆"在靠近入口处寻找停车位"或"在下一个街区后右转"等。如果能够通过语言明确意图，车辆在路线 选择和停车决策时将无需自行推断。 针对这一评论，特斯拉 CEO 马斯克作出了简短的回应，称相关功能正在筹备之中。外界据此解读为， 特斯拉正在开发或计划推出支持语言提示的 FSD 交互功能。 IT之家 2 月 21 日消息，特斯拉车主 @pbeisel 今日在 X 上分享了其使用特斯拉 FSD 辅助驾驶系统的体 验，引发了关于系统交互方式的讨论。 目前，特斯拉 FSD 系统主要依赖车载摄像头、感知算法与导航数据进行 ...

Cybertruck is an incredible vehicle. Our best ever from Tesla. - Elon MuskTest drive a Cybertruck. It will blow your mind.https://t.co/gpd7PwKc4h ...

一位网友评论称："FSD最大的缺点在于它无法通过语言来触发操作。如果你能告诉它"在门口附近找个 停车位"或者"过一个街区后右转"，汽车就不用猜测了。" 一位网友评论称："FSD最大的缺点在于它无法通过语言来触发操作。如果你能告诉它"在门口附近找个 停车位"或者"过一个街区后右转"，汽车就不用猜测了。" 马斯克回应称："即将推出。" 责任编辑：于健 SF069 马斯克回应称："即将推出。" 责任编辑：于健 SF069 ...

Core Viewpoint - Tesla's decision to discontinue the Model S and Model X is part of a strategic evolution towards a focus on autonomy rather than a retreat from the electric vehicle market [1][2]. Group 1: Production Decisions - The Model S and Model X are higher-cost models that do not significantly contribute to Tesla's sales, with only 4,000 units delivered in the last quarter, representing just 1.2% of total deliveries [4]. - The market is shifting towards lower-cost models, as evidenced by the decline in Model S/X sales and the production of more affordable versions of the Model 3 and Model Y [5]. - Tesla is reallocating production space at its Fremont factory, previously used for the S and X, to manufacture its Optimus robot as part of a $20 billion capital spending commitment by 2026 [6]. Group 2: Market Trends and Future Direction - The automotive industry is moving towards an autonomous future, with Tesla making gradual progress towards achieving autonomous robotaxis, unlike competitors who have struggled in this area [8]. - The cost dynamics of electric vehicles favor heavy usage, particularly in taxi applications, which will be enhanced by the introduction of dedicated robotaxi vehicles like the Cybercab [9]. - Discontinuing the Model S and Model X aligns with current market conditions and the overall direction of the EV market, marking a natural evolution in Tesla's business strategy [12].

2026年2月11日，美国商务部国际贸易管理局发布了一份意外而重磅的声明。这不仅仅是一纸行政文 件，更是一记重锤，直接砸向中国锂电池核心材料——活性阳极石墨，给中美之间的经贸博弈再添火药 味。 我们先从关税出台的时间点来分析。距离特朗普计划访华的时间还有不到两个月，美国商务部此时突然 将关税大幅提高，显然不是单纯为了收税。更可能的是，他们想在即将到来的中美谈判中，积攒更多的 谈判筹码。这正是特朗普惯用的谈判策略：先抬高要求，制造紧张氛围，把对方逼入绝境，再坐下来谈 判，图谋以此换取在其他领域的让步。 消息一传出，特斯拉的股价立马下跌了0.7%，而与此同时，美国几家小型的本土石墨公司却迎来了股 价的暴涨。这一切发生的时机，恰逢特朗普计划在2026年4月访问中国，突然加大关税压力，难免让人 怀疑——这一招到底是有何深意？美国政府的这场160%关税政策，究竟是为了什么？ 我们先来看看这次的数字。美国的这一出手可以说是异常猛烈。在之前已经征收反倾销税的基础上，这 次竟然再加上了反补贴税，两项税叠加在一起，关税一跃升至160%以上。大家可能还记得，初步裁定 时的税率不过才3%左右，如今这一数字暴涨了五十多倍，堪称一场震 ...