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_老虎社区_美港股上老虎

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...

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。

暂无评论

热议股票

7x24

全部

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2607772245?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-01-29 08:25","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2607772245","market":"us","top_or_hot":-1,"title":"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","media":"格隆汇","content":"<div>\n<p>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...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260129082613a4621731&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","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>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</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\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-29 08:25 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260129082613a4621731&s=b><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260129082613a4621731&s=b\">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":"TSLA","symbol_name":"特斯拉","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260129082613a4621731&s=b","article_id":"2607772245","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260129082613a4621731&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2607772245","pubTimestamp":1769646332,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"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年资本支出将突破200 亿美元（远高于2025年的85 亿），用于扩建6条生产线。 首席财务官表示，公司拥有440亿美元现金储备，未来计划通过无人驾驶出租车（Robotaxi）的稳定现金流进行再融资。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"TSLA":"特斯拉","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1548497426.USD":"安联环球人工智能AT Acc","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4585":"ETF&股票定投概念","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4604":"机器人概念","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4527":"明星科技股","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","TSDD":"2倍做空TSLA ETF-GraniteShares","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","TSYY":"收益增强TSLA ETF-GraniteShares","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4612":"AI芯片","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","TSII":"REX TSLA Growth & Income ETF","SG9999015978.USD":"利安颠覆性创新基金A","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","TSL":"1.25倍做多TSLA ETF-GraniteShares","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","TSLG":"2倍做多TSLA ETF-Leverage Shares","BK4543":"AI","BK4511":"特斯拉概念","TSLI":"2倍做多TSLA ETF-ProShares","07766":"南方两倍做多特斯拉","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","BK4534":"瑞士信贷持仓","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","TSLP":"TSLA收益溢价策略ETF-Kurv","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","BK4516":"特朗普概念","BK4592":"伊斯兰概念","TSLQ":"2倍做空TSLA ETF-Tradr","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","TSLR":"2倍做多TSLA ETF-GraniteShares","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","TSLS":"1倍做空TSLA ETF-Direxion","BK4548":"巴美列捷福持仓","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","TSLT":"2倍做多TSLA ETF-T-Rex","LU0823414478.USD":"法巴经典能源转换基金","LU0056508442.USD":"贝莱德世界科技基金A2","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","TSLW":"TSLA周配息ETF-Roundhill","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","TSLY":"TSLA期权收益策略ETF-YieldMax","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4581":"高盛持仓","TSLZ":"2倍做空TSLA ETF-T-Rex","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4099":"汽车制造商","BK4588":"碎股","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4574":"无人驾驶","BK4555":"新能源车","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","TESL":"Simplify Volt TSLA Revolution ETF","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4550":"红杉资本持仓","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","BK4551":"寇图资本持仓","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","BK4598":"佩洛西持仓","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","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1"},"translate_title":"Highlights of Tesla's conference call: 2026 strategic transformation, Model S/X \"honorably retired\", 20 billion capital expenditure bets on AI and robot empire","themeId":"a86e3959c8ed2dc491bc8b7f2e3783df","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSLR":0.6,"07766":0.6,"TSLP":0.6,"TSLZ":0.6,"TSLS":0.6,"TSLY":0.6,"TSLQ":0.6,"TSL":0.6,"TESL":0.6,"TSLO":0.6,"TSLG":0.6,"TSLW":0.6,"TSII":0.6,"CRSH":0.6,"TSLT":0.6,"TSLA":1.97,"TSLI":0.6,"TSDD":0.6,"TSYY":0.6},"content_text":"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年资本支出将突破200 亿美元（远高于2025年的85 亿），用于扩建6条生产线。 首席财务官表示，公司拥有440亿美元现金储备，未来计划通过无人驾驶出租车（Robotaxi）的稳定现金流进行再融资。","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,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}