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畜牧教主马斯克

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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

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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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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":{"TSLW":"TSLA周配息ETF-Roundhill","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","TSLY":"TSLA期权收益策略ETF-YieldMax","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","TSLZ":"2倍做空TSLA ETF-T-Rex","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","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A 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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":{"TSLS":0.6,"TSLW":0.6,"TSLR":0.6,"TSLG":0.6,"TSLZ":0.6,"TSLY":0.6,"CRSH":0.6,"TESL":0.6,"TSLQ":0.6,"TSLT":0.6,"TSLA":1.86,"TSLL":0.6,"TSYY":0.6,"TSLI":0.6,"UFO":0.6,"TSDD":0.6,"TSL":0.6,"TSLP":0.6}},"isVote":1,"tweetType":1,"viewCount":236,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":38,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/524880652911136"}