特斯拉电话会要点：2026战略大转型，Model S/X“光荣退役”，200亿资本开支押注AI与机器人帝国

格隆汇01-29

格隆汇1月29日｜1、产品线大洗牌，Model S/X停产。马斯克宣布，Model S和Model X计划将正式结束，并称之为“光荣退役”。下季度起将逐步缩减产量，腾出的生产空间将全面转换为Optimus（擎天柱）人形机器人的生产线。未来，特斯拉将几乎只生产自动驾驶汽车（Roadster跑车除外），Cybercab将成为核心产品。 2、资本开支与财务状况（CapEx）。预计2026年资本...

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