直击达沃斯｜马斯克：将在年底或明年向公众销售人形机器人

新浪财经01-23

专题：世界经济论坛年会_2026冬季达沃斯　　新浪财经康路发自瑞士达沃斯　　2026年1月22日，在世界经济论坛年会（World Economic Forum）期间，马斯克在公开对话中，分享了对人形机器人、人工智能算力、能源供给以及太空基础设施等话题的看法和时间表。　　在谈及人形机器人时，马斯克给出了相对明确的时间预期。他表示，特斯拉计划在2026年年底，或最迟在2027年，向公众出售...

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畜牧教主马斯克
01-23
畜牧教主马斯克
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Forum）期间，马斯克在公开对话中，分享了对人形机器人、人工智能算力、能源供给以及太空基础设施等话题的看法和时间表。\n　　在谈及人形机器人时，马斯克给出了相对明确的时间预期。他表示，特斯拉计划在2026年年底，或最迟在2027年，向公众出售...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-01-23/doc-inhifeqp5498914.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00BJLML261.HKD","symbol_name":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","start_time":0,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-01-23/doc-inhifeqp5498914.shtml","article_id":"2605152684","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2605152684","pubTimestamp":1769101560,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"　　2026年1月22日，在世界经济论坛年会期间，马斯克在公开对话中，分享了对人形机器人、人工智能算力、能源供给以及太空基础设施等话题的看法和时间表。　　在谈及人形机器人时，马斯克给出了相对明确的时间预期。他表示，特斯拉计划在2026年年底，或最迟在2027年，向公众出售人形机器人 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Forum）期间，马斯克在公开对话中，分享了对人形机器人、人工智能算力、能源供给以及太空基础设施等话题的看法和时间表。\n　　在谈及人形机器人时，马斯克给出了相对明确的时间预期。他表示，特斯拉计划在2026年年底，或最迟在2027年，向公众出售人形机器人 Optimus，“会比汽车更大的市场。”。据其介绍，今年内，人形机器人预计将开始处理更加复杂的任务，不再局限于当前较为简单、重复的工作内容。\n　　在应用层面，马斯克提到，人形机器人可能在老龄化社会背景下发挥一定作用。他指出，许多国家正面临人口老龄化加速、照护成本上升以及劳动力不足等问题，而具备一定自主能力的机器人，或可在老人照护、家庭辅助等场景中提供支持。\n　　在人工智能相关讨论中，马斯克将关注重点放在算力扩张所面临的基础条件上。他表示，AI系统大规模部署的限制因素，并非芯片，而更多来自电力供给能力，“我们很快就会进入这样一个阶段：AI 芯片的生产速度，超过我们能激活它们需要的电力增长速度。目前全球电力上线速度只有每年 3–4%，而 AI 芯片产能是指数级增长的。“\n　　在谈及太空与能源的结合时，马斯克提出，在太空部署以光伏发电为支撑的AI数据中心，“在未来 2–3 年内，最低成本的 AI 部署目的地将是太空。”。他提到，相较于地面环境，太空不存在昼夜变化、天气干扰和大气衰减，这些因素可能在一定程度上提升光伏系统的发电效率。同时，太空环境在散热设计上也具有不同于地面的工程条件，这使得部分高能耗系统在理论上存在新的部署可能性。\n　　马斯克同时指出，这类设想建立在多个前提之上，包括发射成本、系统可靠性以及相关工程能力的成熟度。他并未将其描述为短期内必然实现的结果，而是作为一种可能的发展方向提出。\n　　上述关于太空算力和能源的讨论，很大程度上依赖于航天运输成本的变化。对此，马斯克表示，SpaceX 当前的重要技术目标之一，是验证星舰（Starship）完整的可重复使用性。他回顾称，现有火箭系统通常只能实现部分回收，而完全可重复使用的运载工具在历史上尚未实现。如果这一目标能够实现，进入太空的边际成本有望显著下降，从而改变太空基础设施建设的经济条件。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：陈钰嘉","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":524880652911136,"gmtCreate":1769115140404,"gmtModify":1769115142896,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","vip":1,"hat":"https://static.tigerbbs.com/f3e7f6253c885de8bad6403055b76aab","crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"htmlText":"[开心]&nbsp; 还没成功量产的东西就开始画饼上了","listText":"[开心]&nbsp; 还没成功量产的东西就开始画饼上了","text":"[开心] 还没成功量产的东西就开始画饼上了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524880652911136","repostId":2605152684,"repostType":2,"repost":{"id":"2605152684","kind":"news","pubTimestamp":1769101560,"share":"https://www.laohu8.com/m/news/2605152684?lang=zh_CN&edition=full","pubTime":"2026-01-23 01:06","market":"other","language":"zh","title":"直击达沃斯｜马斯克：将在年底或明年向公众销售人形机器人","url":"https://stock-news.laohu8.com/highlight/detail?id=2605152684","media":"新浪财经","summary":"　　2026年1月22日，在世界经济论坛年会期间，马斯克在公开对话中，分享了对人形机器人、人工智能算力、能源供给以及太空基础设施等话题的看法和时间表。　　在谈及人形机器人时，马斯克给出了相对明确的时间预期。他表示，特斯拉计划在2026年年底，或最迟在2027年，向公众出售人形机器人 Optimus，“会比汽车更大的市场。”。　　在应用层面，马斯克提到，人形机器人可能在老龄化社会背景下发挥一定作用。","content":"<html><body><div>\n<p> 专题：世界经济论坛年会_2026冬季达沃斯</p>\n<div><img src=\"https://n.sinaimg.cn/finance/transform/57/w550h307/20260123/c111-5f11f4aa7736832f1c095971989d4c74.png\"/><span></span></div>\n<p>　　新浪财经 康路 发自瑞士达沃斯</p>\n<p>　　2026年1月22日，在世界经济论坛年会（World Economic Forum）期间，马斯克在公开对话中，分享了对人形机器人、人工智能算力、能源供给以及太空基础设施等话题的看法和时间表。</p>\n<p>　　在谈及人形机器人时，马斯克给出了相对明确的时间预期。他表示，<span><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></span><span></span>计划在2026年年底，或最迟在2027年，向公众出售人形机器人 Optimus，“会比汽车更大的市场。”。据其介绍，今年内，人形机器人预计将开始处理更加复杂的任务，不再局限于当前较为简单、重复的工作内容。</p>\n<p>　　在应用层面，马斯克提到，人形机器人可能在老龄化社会背景下发挥一定作用。他指出，许多国家正面临人口老龄化加速、照护成本上升以及劳动力不足等问题，而具备一定自主能力的机器人，或可在老人照护、家庭辅助等场景中提供支持。</p>\n<p>　　在人工智能相关讨论中，马斯克将关注重点放在算力扩张所面临的基础条件上。他表示，AI系统大规模部署的限制因素，并非芯片，而更多来自电力供给能力，“我们很快就会进入这样一个阶段：AI 芯片的生产速度，超过我们能激活它们需要的电力增长速度。目前全球电力上线速度只有每年 3–4%，而 AI 芯片产能是指数级增长的。“</p>\n<p>　　在谈及太空与能源的结合时，马斯克提出，在太空部署以光伏发电为支撑的AI数据中心，“在未来 2–3 年内，最低成本的 AI 部署目的地将是太空。”。他提到，相较于地面环境，太空不存在昼夜变化、天气干扰和大气衰减，这些因素可能在一定程度上提升光伏系统的发电效率。同时，太空环境在散热设计上也具有不同于地面的工程条件，这使得部分高能耗系统在理论上存在新的部署可能性。</p>\n<p>　　马斯克同时指出，这类设想建立在多个前提之上，包括发射成本、系统可靠性以及相关工程能力的成熟度。他并未将其描述为短期内必然实现的结果，而是作为一种可能的发展方向提出。</p>\n<p>　　上述关于太空算力和能源的讨论，很大程度上依赖于<a href=\"https://laohu8.com/S/000901\">航天</a>运输成本的变化。对此，马斯克表示，SpaceX 当前的重要技术目标之一，是验证星舰（Starship）完整的可重复使用性。他回顾称，现有火箭系统通常只能实现部分回收，而完全可重复使用的运载工具在历史上尚未实现。如果这一目标能够实现，进入太空的边际成本有望显著下降，从而改变太空基础设施建设的经济条件。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：陈钰嘉 </p>\n</div></body></html>","source":"sina","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>直击达沃斯｜马斯克：将在年底或明年向公众销售人形机器人</title>\n<style 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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直击达沃斯｜马斯克：将在年底或明年向公众销售人形机器人\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-23 01:06 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2026-01-23/doc-inhifeqp5498914.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>专题：世界经济论坛年会_2026冬季达沃斯\n\n　　新浪财经 康路 发自瑞士达沃斯\n　　2026年1月22日，在世界经济论坛年会（World Economic Forum）期间，马斯克在公开对话中，分享了对人形机器人、人工智能算力、能源供给以及太空基础设施等话题的看法和时间表。\n　　在谈及人形机器人时，马斯克给出了相对明确的时间预期。他表示，特斯拉计划在2026年年底，或最迟在2027年，向公众出售...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-01-23/doc-inhifeqp5498914.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","BK4612":"AI芯片","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU1551013342.USD":"Allianz Income and 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Funds - US Technology A (acc) SGD","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","TSLY":"TSLA期权收益策略ETF-YieldMax","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-01-23/doc-inhifeqp5498914.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2605152684","content_text":"专题：世界经济论坛年会_2026冬季达沃斯\n\n　　新浪财经 康路 发自瑞士达沃斯\n　　2026年1月22日，在世界经济论坛年会（World Economic Forum）期间，马斯克在公开对话中，分享了对人形机器人、人工智能算力、能源供给以及太空基础设施等话题的看法和时间表。\n　　在谈及人形机器人时，马斯克给出了相对明确的时间预期。他表示，特斯拉计划在2026年年底，或最迟在2027年，向公众出售人形机器人 Optimus，“会比汽车更大的市场。”。据其介绍，今年内，人形机器人预计将开始处理更加复杂的任务，不再局限于当前较为简单、重复的工作内容。\n　　在应用层面，马斯克提到，人形机器人可能在老龄化社会背景下发挥一定作用。他指出，许多国家正面临人口老龄化加速、照护成本上升以及劳动力不足等问题，而具备一定自主能力的机器人，或可在老人照护、家庭辅助等场景中提供支持。\n　　在人工智能相关讨论中，马斯克将关注重点放在算力扩张所面临的基础条件上。他表示，AI系统大规模部署的限制因素，并非芯片，而更多来自电力供给能力，“我们很快就会进入这样一个阶段：AI 芯片的生产速度，超过我们能激活它们需要的电力增长速度。目前全球电力上线速度只有每年 3–4%，而 AI 芯片产能是指数级增长的。“\n　　在谈及太空与能源的结合时，马斯克提出，在太空部署以光伏发电为支撑的AI数据中心，“在未来 2–3 年内，最低成本的 AI 部署目的地将是太空。”。他提到，相较于地面环境，太空不存在昼夜变化、天气干扰和大气衰减，这些因素可能在一定程度上提升光伏系统的发电效率。同时，太空环境在散热设计上也具有不同于地面的工程条件，这使得部分高能耗系统在理论上存在新的部署可能性。\n　　马斯克同时指出，这类设想建立在多个前提之上，包括发射成本、系统可靠性以及相关工程能力的成熟度。他并未将其描述为短期内必然实现的结果，而是作为一种可能的发展方向提出。\n　　上述关于太空算力和能源的讨论，很大程度上依赖于航天运输成本的变化。对此，马斯克表示，SpaceX 当前的重要技术目标之一，是验证星舰（Starship）完整的可重复使用性。他回顾称，现有火箭系统通常只能实现部分回收，而完全可重复使用的运载工具在历史上尚未实现。如果这一目标能够实现，进入太空的边际成本有望显著下降，从而改变太空基础设施建设的经济条件。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：陈钰嘉","news_type":1,"symbols_score_info":{"TSLW":0.6,"TSLR":0.6,"TSLT":0.6,"CRSH":0.6,"TSLP":0.6,"TSLY":0.6,"TSL":0.6,"TSLZ":0.6,"TSLQ":0.6,"TSYY":0.6,"UFO":0.6,"TSLG":0.6,"TSLS":0.6,"TSLA":1.86,"TSDD":0.6,"TSLI":0.6,"TESL":0.6,"TSLL":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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