马斯克左手倒右手！特斯拉借道xAI绑定SpaceX

格隆汇03-13

马斯克的商业版图再迎重磅调整。据美国联邦贸易委员会申报文件显示，特斯拉已获得批准，将其对xAI的投资转换为SpaceX的股份。一纸监管许可，直接打通了马斯克旗下三大核心企业的财务联结。左手项目合作，右手股权腾挪此次股权转换与特斯拉之前宣布的20亿美元投资xAI直接相关。备案文件显示，特斯拉作为收购方从马斯克手中获取SpaceX股份。与此同时，马斯克正向Valor Equity Partners、...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2619116518?lang=zh_CN&edition=full","thumbnail":"https://img3.gelonghui.com/51e36-85e96d19-d7d9-42f6-8f7f-dbc000d88209.png?guru_height=1046&guru_width=1672&guru_size=3390589","is_english":false,"pubTime":"2026-03-13 14:33","share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","id":"2619116518","market":"hk","top_or_hot":-1,"title":"马斯克左手倒右手！特斯拉借道xAI绑定SpaceX","media":"格隆汇","content":"<div>\n<p>马斯克的商业版图再迎重磅调整。据美国联邦贸易委员会申报文件显示，特斯拉已获得批准，将其对xAI的投资转换为SpaceX的股份。一纸监管许可，直接打通了马斯克旗下三大核心企业的财务联结。左手项目合作，右手股权腾挪此次股权转换与特斯拉之前宣布的20亿美元投资xAI直接相关。备案文件显示，特斯拉作为收购方从马斯克手中获取SpaceX股份。与此同时，马斯克正向Valor Equity Partners、...</p>\n\n<a href=\"https://www.gelonghui.com/p/4067584\">网页链接</a>\n\n</div>\n","source":"gelonghui_highlight","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>马斯克左手倒右手！特斯拉借道xAI绑定SpaceX</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; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\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马斯克左手倒右手！特斯拉借道xAI绑定SpaceX\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-13 14:33 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/4067584><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>马斯克的商业版图再迎重磅调整。据美国联邦贸易委员会申报文件显示，特斯拉已获得批准，将其对xAI的投资转换为SpaceX的股份。一纸监管许可，直接打通了马斯克旗下三大核心企业的财务联结。左手项目合作，右手股权腾挪此次股权转换与特斯拉之前宣布的20亿美元投资xAI直接相关。备案文件显示，特斯拉作为收购方从马斯克手中获取SpaceX股份。与此同时，马斯克正向Valor Equity Partners、...</p>\n\n<a href=\"https://www.gelonghui.com/p/4067584\">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":"LU2250418816.HKD","symbol_name":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","start_time":0,"source_url":"https://www.gelonghui.com/p/4067584","article_id":"2619116518","we_media_id":null,"thumbnails":["https://img3.gelonghui.com/51e36-85e96d19-d7d9-42f6-8f7f-dbc000d88209.png?guru_height=1046&guru_width=1672&guru_size=3390589"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2619116518","pubTimestamp":1773383639,"columns":[],"sourceInfo":{"source_id":"gelonghui_highlight","name":"格隆汇"},"weMediaInfo":null,"summary":"Optimus 3要来了？","collect":0,"end_time":0,"defaultTopTitle":"gelonghui.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4581":"高盛持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","BK4543":"AI","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","BK4511":"特斯拉概念","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4534":"瑞士信贷持仓","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","BK4516":"特朗普概念","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","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4592":"伊斯兰概念","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","TLA":"GraniteShares Autocallable TSLA ETF","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","UFO":"Procure Space ETF","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","BK4099":"汽车制造商","BK4585":"ETF&股票定投概念","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","BK4555":"新能源车","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","TSDD":"2倍做空TSLA ETF-GraniteShares","TSYY":"收益增强TSLA ETF-GraniteShares","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4598":"佩洛西持仓","BK4551":"寇图资本持仓","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","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","TSII":"REX TSLA Growth & Income ETF","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","TSL":"1.25倍做多TSLA ETF-GraniteShares","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","TSLG":"2倍做多TSLA ETF-Leverage Shares","TSLI":"2倍做多TSLA ETF-ProShares","LU0823411888.USD":"法巴消费创新基金 Cap","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","TSLP":"TSLA收益溢价策略ETF-Kurv","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","TSLQ":"2倍做空TSLA ETF-Tradr","07766":"南方两倍做多特斯拉","LU1861558580.USD":"日兴方舟颠覆性创新基金B","TSLR":"2倍做多TSLA ETF-GraniteShares","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","TSLS":"1倍做空TSLA ETF-Direxion","BK4604":"机器人概念","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","TSLT":"2倍做多TSLA ETF-T-Rex","BK4527":"明星科技股","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","TSLW":"TSLA周配息ETF-Roundhill","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","TSLY":"TSLA期权收益策略ETF-YieldMax","TSLA":"特斯拉","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","TSLZ":"2倍做空TSLA ETF-T-Rex","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","BK4612":"AI芯片","LU0823414478.USD":"法巴经典能源转换基金","LU0056508442.USD":"贝莱德世界科技基金A2","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","TESL":"Simplify Volt TSLA Revolution ETF","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","TEST":"YieldMax TSLA Performance & Distribution Target 25 ETF","BK4574":"无人驾驶"},"translate_title":"Musk left hand to right hand! Tesla uses xAI to bind SpaceX","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSLS":0.6,"TESL":0.6,"TSLQ":0.6,"TSLZ":0.6,"TSLG":0.6,"TSLR":0.6,"CRSH":0.6,"TSII":0.6,"TSLI":0.6,"07766":0.6,"TSLT":0.6,"TSLY":0.6,"TSLA":1.98,"TLA":0.6,"TSLP":0.6,"TSYY":0.6,"TSL":0.6,"TSDD":0.6,"TSLW":0.6,"TEST":0.6,"UFO":0.6,"TSLO":0.6},"content_text":"马斯克的商业版图再迎重磅调整。据美国联邦贸易委员会申报文件显示，特斯拉已获得批准，将其对xAI的投资转换为SpaceX的股份。一纸监管许可，直接打通了马斯克旗下三大核心企业的财务联结。左手项目合作，右手股权腾挪此次股权转换与特斯拉之前宣布的20亿美元投资xAI直接相关。备案文件显示，特斯拉作为收购方从马斯克手中获取SpaceX股份。与此同时，马斯克正向Valor Equity Partners、DFJ Growth等投资者出售部分SpaceX持股。据报道，SpaceX计划3月秘密交表，目标今年6月上市。市场分析称，从技术到资本层面，马斯克旗下公司的联系正不断加强。美东时间周三，马斯克在社交平台宣布，特斯拉与xAI将联合开发一个名为“Digital Optimus”、又称Macrohard的项目。据马斯克介绍，Macrohard主要搭配xAI的Grok大语言模型和特斯拉自研AI智能体，可实时处理电脑屏幕画面与键鼠操作指令，是“全球首个实时智能AI系统”。为提升价格优势，项目将搭载成本极低的特斯拉AI4芯片，辅以少量英伟达硬件。马斯克直言，理论上Macrohard能模拟整家公司的功能运转，“目前还没有其他公司能够做到这一点”。对于Macrohard的野心，马斯克毫不避讳。他戏称，项目命名为Macrohard，“是对微软的一种巧妙致敬”。更早前，他曾在采访中直言对该项目的期待：“如果到今年年底，数字人类仿真技术还未取得突破，我会感到很意外，我想这也是MacroHard的核心目标。”对此，韦德布什证券公司分析师丹・艾夫斯给予高度评价，他认为这一项目的推出“标志着特斯拉的人工智能战略迈入新阶段，是一次意义重大的跨越”。不过，Macrohard项目的推进，似乎并不顺利。据Business Insider报道，目前Macrohard项目已经陷入停滞。据悉，早在2月初，研究人员就“发现了模型中的许多缺陷”，项目被紧急叫停，至今仍未恢复。知情人士透露，最近，一些员工被告知Macrohard的部分工作和计算能力将转移到特斯拉的自动驾驶团队。Optimus 3要来了？值得注意的是，此次借道xAI持股SpaceX正值特斯拉股价承压之际。年初至今，特斯拉股价已下跌超12%，在“科技七姐妹”中表现倒数。未来基金管理合伙人加里·布莱克认为，特斯拉当前股价仍被过高预期支撑，超过200倍的远期市盈率已脱离实际。“马斯克曾表示，到今年年底，特斯拉的无监督自动驾驶技术将覆盖美国25%至50%的地区，但目前在全美约400辆特斯拉自动驾驶出租车中，仅有8辆真正搭载了这项技术……”目前，华尔街对特斯拉的汽车交付量预期正持续下调。晨星分析师预计，受美国电动车税收抵免取消、欧洲市场竞争加剧等影响，2026年特斯拉全球交付量将连续第三年下滑近5%。而在现金流方面，压力同样不容忽视。早前，CFO瓦伊布哈夫・塔内贾表示，公司在耗尽内部资源后，可能考虑通过发债等方式为支出融资。据悉，特斯拉计划将资本支出翻倍至超200亿美元。市场分析表示，特斯拉将迎来现金支出大于现金流入的局面。摩根士丹利分析师亚当・乔纳斯预计，特斯拉2026年现金消耗将超80亿美元，“现金消耗可能拖累股价与公司估值”。不过，投资者对此有不同的看法。深水资产管理公司合伙人、特斯拉投资者吉恩・蒙斯特表示，投资者更关注自动驾驶软件销售与自动驾驶出租车落地进展，只要交付量下滑不加速，市场就可接受。可以说，自动驾驶、机器人业务才是特斯拉1.5万亿美元估值的核心支撑。稍早前，马斯克透露，特斯拉Optimus 3已经接近完成开发。按照他的规划，Optimus 3今年夏天启动生产，明年进入大规模量产阶段。据悉，特斯拉还在设计新的机器人生产工厂。马斯克称，该工厂的设计与传统工厂明显不同，未来目标是不断更新机器人版本，“可能每年都会推出新的机器人设计”。他认为，AI已进入“递归式自我改进”，人类的参与程度正在减少。“完全自动化的自我改进，可能今年年底出现，最晚不会超过明年。”","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2619116518","isCrawlerRequest":true}