畜牧教主马斯克
03-06
吹牛王,目标就是为了拉升股价获取更多的财富,能当世界首富的人会是纯良的人吗?光从他四处网上找女生给他生孩子就知道肯定也是个为了满足私欲的人。
马斯克宣称特斯拉 “将造出 AGI”,但多年来 AI 预言屡屡落空!
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将在2025年到来。</p><p>2025年过去,AGI并未出现,他又将时间点推至2026年。</p><p>今年早些时候,他宣称“我们已进入奇点时代”,并表示“2026年是奇点之年”。</p><p>现在,他又改口宣称特斯拉将率先开发出AGI,并且是通过擎天柱(Optimus)机器人项目,以“人形/原子操控形态”实现。</p><p>这一套路,马斯克在特斯拉自动驾驶承诺上早已用过。他在2016年就宣布,所有特斯拉车型已具备完全自动驾驶所需硬件。2019到2025年,他每年都宣称当年底就能实现完全自动驾驶,但从未兑现。正如我们在年终回顾中记录的那样,马斯克2025年的5大特斯拉预言全部落空。特斯拉在奥斯汀的“无人驾驶出租车”车队至今仍只有约30辆车,大部分时间停运,且车内仍必须配备安全员。</p><p>即便在硬件上,承诺也站不住脚。2025年11月,马斯克还在吹捧特斯拉第8代AI芯片,而他此前对第3代芯片配套自动驾驶的承诺仍未兑现。2026年1月,他称AI5芯片设计“即将完成”——而早在半年前,他就宣称已经“完工”。</p><p><strong>特斯拉业务基本面早已是另一幅景象</strong></p><p>就在马斯克大谈AGI和奇点之时,特斯拉的实际业务正在恶化。</p><p>2025年特斯拉交付163万辆汽车,较2024年下滑9%,连续第二年交付量下跌。</p><p>营收约948亿美元,同比下滑约3%,为公司史上首次年度营收下滑。</p><p><span>每股收益</span>预计同比大跌33%。</p><p>2025年第一季度,特斯拉在本就惨淡的预期下再度大幅不及,利润暴跌71%;第二季度利润下滑23%。到2025年底,销量下滑趋势已明确加速。</p><p>与此同时,<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>2025年交付226万辆电动车,超越特斯拉成为全球最大电动车制造商。特斯拉在欧洲市场份额持续萎缩:德国销量暴跌48%,法国暴跌40%;在中国市场,本土竞争对手不断蚕食份额。</p><p>尽管如此,特斯拉股价仍远高于其他所有车企,市值约1.5万亿美元。这一估值完全建立在一个叙事上:特斯拉不是一家车企,而是一家AI和机器人公司。这正是马斯克不惜一切代价要维持的故事。</p><p><strong>xAI带来的利益冲突</strong></p><p>AGI宣言还因马斯克自身行为变得更加复杂。多年来,他向特斯拉投资者兜售的愿景是:特斯拉将成为全球领先的现实世界AI公司。但随后他创立了自己控股的私营AI公司xAI,并开始将AI资源与人才从特斯拉抽走。</p><p>特斯拉投资者已起诉马斯克违反受托责任,指控他利用特斯拉的资源与声誉搭建xAI的基础设施。据我们报道,xAI已向其投资者承诺,将为特斯拉擎天柱机器人开发AI——这意味着支撑特斯拉高估值的AI,甚至可能不是特斯拉自研的。</p><p>就在昨天,我们还报道了马斯克的xAI数据中心如何抵消特斯拉的气候成果,一切都以AI的名义。这是一团错综复杂的利益冲突。</p><p><strong>媒体观点</strong></p><p>这是埃隆·马斯克在拼命把特斯拉绑上AI泡沫。考虑到过去三年股价在波动中基本横盘,特斯拉股东并未真正从这一泡沫中获益。</p><p>我们多年来一直在追踪马斯克的AI和自动驾驶承诺,模式清晰无误:</p><p>大胆放话 → 截止日期失效 → 转头炒作下一个概念。</p><p>2023年是“特斯拉汽车有思想”,2024年是“2025年AGI到来”,2025年是奇点,现在又变成特斯拉造出“原子操控形态AGI”——不管那到底是什么意思。</p><p>随着特斯拉销量下滑、史上首次营收下跌、利润崩盘,马斯克总在寻找下一个让投资者聚焦的光鲜概念。无人驾驶出租车没有落地,擎天柱连稳定爆爆米花都做不到,总体规划第四部分里模糊的AI承诺也没有变成产品。于是现在轮到了AGI。</p><p>一个令人难堪的事实是:AI研究界对AGI短期内能否实现、甚至是否会实现,根本没有共识;就连AGI的明确定义都不存在。但马斯克仍以毫无依据的笃定不断发表宣言,而财经媒体持续放大这些言论,因为这能带来流量,也能在短期内提振特斯拉股价。</p><p>对特斯拉股东而言,马斯克与其在X上大谈奇点,不如专注于扭转销量下滑、打造有竞争力的车型。</p></article></body></html>","source":"tencent","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>马斯克宣称特斯拉 “将造出 AGI”,但多年来 AI 预言屡屡落空!</title>\n<style 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}\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马斯克宣称特斯拉 “将造出 AGI”,但多年来 AI 预言屡屡落空!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-05 08:29 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260305090016a6a414e7&s=b><strong>汽车产业前线观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>埃隆·马斯克今日宣布,特斯拉将成为“造出通用人工智能(AGI)的企业之一”,并且“很可能率先打造出人形/原子操控形态的AGI”。这是这位特斯拉CEO一连串宏大AI预言中的最新一条。问题在于,多年来马斯克一直在就AI突破发表类似言论,而每一次都落空了。如今,特斯拉销量连续第二年下滑、利润暴跌,这看起来更像是他又一次试图把特斯拉绑上AI炒作热潮。屡测屡错的预言套路马斯克对AI时间表的预测,遵循着一套...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260305090016a6a414e7&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"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","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","TSDD":"2倍做空TSLA ETF-GraniteShares","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","TSYY":"收益增强TSLA ETF-GraniteShares","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) 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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\"A\" (HKD) INC","BK4551":"寇图资本持仓"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260305090016a6a414e7&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2617595295","content_text":"埃隆·马斯克今日宣布,特斯拉将成为“造出通用人工智能(AGI)的企业之一”,并且“很可能率先打造出人形/原子操控形态的AGI”。这是这位特斯拉CEO一连串宏大AI预言中的最新一条。问题在于,多年来马斯克一直在就AI突破发表类似言论,而每一次都落空了。如今,特斯拉销量连续第二年下滑、利润暴跌,这看起来更像是他又一次试图把特斯拉绑上AI炒作热潮。屡测屡错的预言套路马斯克对AI时间表的预测,遵循着一套固定模式:大胆预言 → 未能兑现 → 悄悄延后目标。2023年,马斯克声称特斯拉汽车“拥有意识”,并称公司已掌握“AGI的某些方面”。2024年,他预测 AGI 将在2025年到来。2025年过去,AGI并未出现,他又将时间点推至2026年。今年早些时候,他宣称“我们已进入奇点时代”,并表示“2026年是奇点之年”。现在,他又改口宣称特斯拉将率先开发出AGI,并且是通过擎天柱(Optimus)机器人项目,以“人形/原子操控形态”实现。这一套路,马斯克在特斯拉自动驾驶承诺上早已用过。他在2016年就宣布,所有特斯拉车型已具备完全自动驾驶所需硬件。2019到2025年,他每年都宣称当年底就能实现完全自动驾驶,但从未兑现。正如我们在年终回顾中记录的那样,马斯克2025年的5大特斯拉预言全部落空。特斯拉在奥斯汀的“无人驾驶出租车”车队至今仍只有约30辆车,大部分时间停运,且车内仍必须配备安全员。即便在硬件上,承诺也站不住脚。2025年11月,马斯克还在吹捧特斯拉第8代AI芯片,而他此前对第3代芯片配套自动驾驶的承诺仍未兑现。2026年1月,他称AI5芯片设计“即将完成”——而早在半年前,他就宣称已经“完工”。特斯拉业务基本面早已是另一幅景象就在马斯克大谈AGI和奇点之时,特斯拉的实际业务正在恶化。2025年特斯拉交付163万辆汽车,较2024年下滑9%,连续第二年交付量下跌。营收约948亿美元,同比下滑约3%,为公司史上首次年度营收下滑。每股收益预计同比大跌33%。2025年第一季度,特斯拉在本就惨淡的预期下再度大幅不及,利润暴跌71%;第二季度利润下滑23%。到2025年底,销量下滑趋势已明确加速。与此同时,比亚迪2025年交付226万辆电动车,超越特斯拉成为全球最大电动车制造商。特斯拉在欧洲市场份额持续萎缩:德国销量暴跌48%,法国暴跌40%;在中国市场,本土竞争对手不断蚕食份额。尽管如此,特斯拉股价仍远高于其他所有车企,市值约1.5万亿美元。这一估值完全建立在一个叙事上:特斯拉不是一家车企,而是一家AI和机器人公司。这正是马斯克不惜一切代价要维持的故事。xAI带来的利益冲突AGI宣言还因马斯克自身行为变得更加复杂。多年来,他向特斯拉投资者兜售的愿景是:特斯拉将成为全球领先的现实世界AI公司。但随后他创立了自己控股的私营AI公司xAI,并开始将AI资源与人才从特斯拉抽走。特斯拉投资者已起诉马斯克违反受托责任,指控他利用特斯拉的资源与声誉搭建xAI的基础设施。据我们报道,xAI已向其投资者承诺,将为特斯拉擎天柱机器人开发AI——这意味着支撑特斯拉高估值的AI,甚至可能不是特斯拉自研的。就在昨天,我们还报道了马斯克的xAI数据中心如何抵消特斯拉的气候成果,一切都以AI的名义。这是一团错综复杂的利益冲突。媒体观点这是埃隆·马斯克在拼命把特斯拉绑上AI泡沫。考虑到过去三年股价在波动中基本横盘,特斯拉股东并未真正从这一泡沫中获益。我们多年来一直在追踪马斯克的AI和自动驾驶承诺,模式清晰无误:大胆放话 → 截止日期失效 → 转头炒作下一个概念。2023年是“特斯拉汽车有思想”,2024年是“2025年AGI到来”,2025年是奇点,现在又变成特斯拉造出“原子操控形态AGI”——不管那到底是什么意思。随着特斯拉销量下滑、史上首次营收下跌、利润崩盘,马斯克总在寻找下一个让投资者聚焦的光鲜概念。无人驾驶出租车没有落地,擎天柱连稳定爆爆米花都做不到,总体规划第四部分里模糊的AI承诺也没有变成产品。于是现在轮到了AGI。一个令人难堪的事实是:AI研究界对AGI短期内能否实现、甚至是否会实现,根本没有共识;就连AGI的明确定义都不存在。但马斯克仍以毫无依据的笃定不断发表宣言,而财经媒体持续放大这些言论,因为这能带来流量,也能在短期内提振特斯拉股价。对特斯拉股东而言,马斯克与其在X上大谈奇点,不如专注于扭转销量下滑、打造有竞争力的车型。","news_type":1,"symbols_score_info":{"TSLZ":0.6,"TEST":0.6,"TESL":0.6,"07766":0.6,"TSLT":0.6,"TLA":0.6,"TSYY":0.6,"TSDD":0.6,"TSLS":0.6,"TSLO":0.6,"TSLA":1.96,"TSLR":0.6,"TSLG":0.6,"TSLQ":0.6,"UFO":0.6,"TSLP":0.6,"TSL":0.6,"TSLI":0.6,"CRSH":0.6,"TSLY":0.6,"TSLW":0.6,"TSII":0.6}},"isVote":1,"tweetType":1,"viewCount":184,"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":136,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/539513455866448"}
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