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大摩评特斯拉(TSLA.US)解散Dojo团队：“DOGE式效率”革命启动百亿AI开支有望重配机器人赛道

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16:16","market":"sh","language":"zh","title":"大摩评特斯拉(TSLA.US)解散Dojo团队：“DOGE式效率”革命启动 百亿AI开支有望重配机器人赛道","url":"https://stock-news.laohu8.com/highlight/detail?id=2558124166","media":"智通财经","summary":"报告指出，近日有报道称特斯拉已经解散了自研Dojo超算团队，作为优化人工智能计划成本效益的重要举措。该行认为，这一战略转向或将深化特斯拉与马斯克旗下xAI公司的协同合作，相关资本支出和研发资源有望重新配置，重点突破机器人生产成本优化与制造工艺提升。在他看来，这可能是特斯拉“DOGE式”效率驱动降本计划的一环，旨在削减这项可能耗费巨额资本与运营支出的项目成本。特斯拉此次缩减支出时机的选择也耐人寻味。","content":"<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>发表研报，维持<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)“增持”评级，目标价为410美元。报告指出，近日有报道称特斯拉已经解散了自研Dojo超算团队，作为优化人工智能(AI)计划成本效益的重要举措。该行认为，这一战略转向或将深化特斯拉与马斯克旗下xAI公司的协同合作，相关资本支出和研发资源有望重新配置，重点突破机器人生产成本优化与制造工艺提升。</p><p>据报道称，特斯拉正在解散其Dojo超级计算机团队，团队负责人Peter Bannon将离职，不过特斯拉尚未证实或置评这一消息。据悉，Dojo超级计算机旨在处理特斯拉汽车产生的大量数据和视频，用于训练全自动驾驶(FSD)和Optimus的机器学习模型。知情人士透露，马斯克已下令终止该项目，公司计划增加与<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)、<a href=\"https://laohu8.com/S/AMD\">AMD</a>(AMD.US)等外部技术合作伙伴的合作，在计算领域寻求支持，同时与<a 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href=http://www.zhitongcaijing.com/content/detail/1328502.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，摩根士丹利发表研报，维持特斯拉(TSLA.US)“增持”评级，目标价为410美元。报告指出，近日有报道称特斯拉已经解散了自研Dojo超算团队，作为优化人工智能(AI)计划成本效益的重要举措。该行认为，这一战略转向或将深化特斯拉与马斯克旗下xAI公司的协同合作，相关资本支出和研发资源有望重新配置，重点突破机器人生产成本优化与制造工艺提升。据报道称，特斯拉正在解散其Dojo...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1328502.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 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