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2025-12-12
支撑点之一的space x 要独立上市了，估值估计要被抽走不少
马斯克薪酬计划要求特斯拉市值涨到8.5万亿，机器人是最后抓手
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src=\"https://fid-75186.picgzc.qpic.cn/20251212120352551v152gqifv7c9z6k\"/><p>今年11月，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股东投票批准了马斯克的10年期薪酬计划。</p><p>根据这个计划，马斯克未来有望获得近1万亿美元市值的特斯拉股票作为酬劳。</p><p>但这笔天价薪酬有个前提条件：特斯拉市值必须从当前的1.5万亿美元提升到8.5万亿美元。</p><p>问题来了，特斯拉靠什么实现这个目标？仅靠\"卖车\"显然不够，而备受期待的xAI（Grok大模型）和SpaceX业务又不在特斯拉体系内。</p><p>马斯克的抓手，只剩下特斯拉汽车与自动驾驶延伸出的Robotaxi业务、储能业务——以及最受瞩目的人形机器人业务。</p><p>这意味着，从明年开始，人形机器人的量产和商业化应用，将成为特斯拉和马斯克的头等大事。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251212120408078v152wmdbykuyti7\"/><p>中国\"审厂\"频传，明年一季度或是关键时间点</p><p>12月7日，特斯拉人形机器人团队中国\"审厂\"消息频传。</p><p>业内人士称，\"审厂\"或为配合明年一季度Optimus Gen3机器人的发布进行量产准备。</p><p>近日消息显示，特斯拉机器人供应链后端检测设备审核完成，生产端形成标准化技术文档蓝皮书，部分部件构型路线和运动算法开始明确收敛。</p><p>这些信息都指向特斯拉机器人首个大规模量产之日渐行渐近。</p><p>工信部人形机器人标准化技术委员会委员石照耀表示，人形机器人概念近年再度兴起，与马斯克和特斯拉的关系密不可分，业界会关注其一举一动，对行业有风向标意义。</p><p>他还透露，特斯拉已经向部分供应商下达了订单，而非如<a href=\"https://laohu8.com/S/GS\">高盛</a>研报所说的没有量产指引和订单。</p><p>石照耀认为，若第三代Optimus上市有惊喜，或在应用场景方面有更多突破，在国内很快会形成发展高峰，推进速度或比2019年特斯拉电动车进入上海后对新能源车的发展还来得更快，因此明年一季度可能是很关键的时间点。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251212120426368v1527lmkywvl0ml\"/><p>华尔街半信半疑，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>两年来首次下调评级</p><p>不过，华尔街对习惯跳票的特斯拉仍然半信半疑。</p><p>摩根士丹利分析师Andrew Percoco近日在报告中指出，虽然大家都明白特斯拉不仅是汽车制造商，但预计未来一年交易环境将较为波动。</p><p>摩根士丹利还指出，由于特斯拉股价已经反映了其非汽车业务的催化剂，因此对公司短期股价持负面观点。</p><p>这是过去两年中摩根士丹利首次对特斯拉给出下调评级的操作。</p><p>市场观点分歧的背后，是特斯拉Optimus Gen3发布会的\"定档\"在过去一年中不断摇摆、落空，这也是产业与资本市场信念感不强的原因。</p><p>有观点认为，季度末审厂依然是常规拜访与技术探讨，与最终量产配套何时落地关联不强。</p><p>也有观点认为，虽然审厂后执行部件构型基本确定，但马斯克仍可能因机器人具身智能无法满足泛化要求或遥操过多，而暂时搁置发布。</p><p>从1.5万亿到8.5万亿美元市值，马斯克要拿到那1万亿美元薪酬，人形机器人是他最后也是最重要的抓手。</p><p>当xAI和SpaceX都不在特斯拉体系内，当卖车已经无法支撑如此宏大的市值目标，Optimus机器人能否在明年一季度如期量产、能否在应用场景上有实质性突破，不仅关系到马斯克的个人财富，更关系到特斯拉能否继续讲好\"不只是汽车公司\"的故事。</p><p>这场豪赌，已经到了必须兑现的时刻。</p><p><strong>【互动话题】</strong></p><p>你觉得具身智能会先在哪个家庭场景中广泛应用？</p><p>欢迎在评论区留言，点赞前 3 名可获得《机器人技术入门手册》电子版哦～</p><p><strong>【福利时间】</strong></p><p>关注本公众号，回复 “智能”，即可领取 3 份独家资料：</p><p>① 《具身智能技术发展报告》</p><p>② 《全球人形机器人企业图谱》</p><p>③ 《机器人常见问题解答》</p><p>资料每周更新，记得常来看看～</p><p><strong>“机器人前沿站”——</strong></p><p>用通俗的语言，讲透机器人的那些事。</p><p>每日更新，陪伴你走进机器人时代。</p><p><strong>点击菜单栏：</strong></p><p>“技术解析”→ 查看机器人核心技术干货</p><p>“产业动态”→ 了解企业最新资讯与融资情况</p><p>“联系我们”→ 商务合作、投稿或加入粉丝交流群</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>马斯克薪酬计划要求特斯拉市值涨到8.5万亿，机器人是最后抓手</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马斯克薪酬计划要求特斯拉市值涨到8.5万亿，机器人是最后抓手\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-12 11:00 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251212120428a69af542&s=b><strong>机器人前沿站</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>早安！️这里是专注机器人领域的“机器人前沿站”。每天几分钟，带你了解机器人领域的新鲜事 —— 技术突破 、产业动态 、未来畅想 ，尽在这里。今年11月，特斯拉股东投票批准了马斯克的10年期薪酬计划。根据这个计划，马斯克未来有望获得近1万亿美元市值的特斯拉股票作为酬劳。但这笔天价薪酬有个前提条件：特斯拉市值必须从当前的1.5万亿美元提升到8.5万亿美元。问题来了，特斯拉靠什么实现这个目标？仅靠\"卖车...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251212120428a69af542&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":{"TSLA":"特斯拉","BK4612":"AI芯片","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","TSYW.SI":"TESLA 3xLongSG261006","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","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","BK4574":"无人驾驶","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","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) 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INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251212120428a69af542&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2590240415","content_text":"早安！️这里是专注机器人领域的“机器人前沿站”。每天几分钟，带你了解机器人领域的新鲜事 —— 技术突破 、产业动态 、未来畅想 ，尽在这里。今年11月，特斯拉股东投票批准了马斯克的10年期薪酬计划。根据这个计划，马斯克未来有望获得近1万亿美元市值的特斯拉股票作为酬劳。但这笔天价薪酬有个前提条件：特斯拉市值必须从当前的1.5万亿美元提升到8.5万亿美元。问题来了，特斯拉靠什么实现这个目标？仅靠\"卖车\"显然不够，而备受期待的xAI（Grok大模型）和SpaceX业务又不在特斯拉体系内。马斯克的抓手，只剩下特斯拉汽车与自动驾驶延伸出的Robotaxi业务、储能业务——以及最受瞩目的人形机器人业务。这意味着，从明年开始，人形机器人的量产和商业化应用，将成为特斯拉和马斯克的头等大事。中国\"审厂\"频传，明年一季度或是关键时间点12月7日，特斯拉人形机器人团队中国\"审厂\"消息频传。业内人士称，\"审厂\"或为配合明年一季度Optimus Gen3机器人的发布进行量产准备。近日消息显示，特斯拉机器人供应链后端检测设备审核完成，生产端形成标准化技术文档蓝皮书，部分部件构型路线和运动算法开始明确收敛。这些信息都指向特斯拉机器人首个大规模量产之日渐行渐近。工信部人形机器人标准化技术委员会委员石照耀表示，人形机器人概念近年再度兴起，与马斯克和特斯拉的关系密不可分，业界会关注其一举一动，对行业有风向标意义。他还透露，特斯拉已经向部分供应商下达了订单，而非如高盛研报所说的没有量产指引和订单。石照耀认为，若第三代Optimus上市有惊喜，或在应用场景方面有更多突破，在国内很快会形成发展高峰，推进速度或比2019年特斯拉电动车进入上海后对新能源车的发展还来得更快，因此明年一季度可能是很关键的时间点。华尔街半信半疑，摩根士丹利两年来首次下调评级不过，华尔街对习惯跳票的特斯拉仍然半信半疑。摩根士丹利分析师Andrew Percoco近日在报告中指出，虽然大家都明白特斯拉不仅是汽车制造商，但预计未来一年交易环境将较为波动。摩根士丹利还指出，由于特斯拉股价已经反映了其非汽车业务的催化剂，因此对公司短期股价持负面观点。这是过去两年中摩根士丹利首次对特斯拉给出下调评级的操作。市场观点分歧的背后，是特斯拉Optimus Gen3发布会的\"定档\"在过去一年中不断摇摆、落空，这也是产业与资本市场信念感不强的原因。有观点认为，季度末审厂依然是常规拜访与技术探讨，与最终量产配套何时落地关联不强。也有观点认为，虽然审厂后执行部件构型基本确定，但马斯克仍可能因机器人具身智能无法满足泛化要求或遥操过多，而暂时搁置发布。从1.5万亿到8.5万亿美元市值，马斯克要拿到那1万亿美元薪酬，人形机器人是他最后也是最重要的抓手。当xAI和SpaceX都不在特斯拉体系内，当卖车已经无法支撑如此宏大的市值目标，Optimus机器人能否在明年一季度如期量产、能否在应用场景上有实质性突破，不仅关系到马斯克的个人财富，更关系到特斯拉能否继续讲好\"不只是汽车公司\"的故事。这场豪赌，已经到了必须兑现的时刻。【互动话题】你觉得具身智能会先在哪个家庭场景中广泛应用？欢迎在评论区留言，点赞前 3 名可获得《机器人技术入门手册》电子版哦～【福利时间】关注本公众号，回复 “智能”，即可领取 3 份独家资料：① 《具身智能技术发展报告》② 《全球人形机器人企业图谱》③ 《机器人常见问题解答》资料每周更新，记得常来看看～“机器人前沿站”——用通俗的语言，讲透机器人的那些事。每日更新，陪伴你走进机器人时代。点击菜单栏：“技术解析”→ 查看机器人核心技术干货“产业动态”→ 了解企业最新资讯与融资情况“联系我们”→ 商务合作、投稿或加入粉丝交流群","news_type":1,"symbols_score_info":{"TSLA":1.96,"TSYW.SI":0.6,"UFO":0.6}},"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":510105178092288,"gmtCreate":1765550260968,"gmtModify":1765550813624,"author":{"id":"3577349908611836","authorId":"3577349908611836","name":"蹦得儿一下","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577349908611836","authorIdStr":"3577349908611836"},"themes":[],"title":"","htmlText":"支撑点之一的space x 要独立上市了，估值估计要被抽走不少","listText":"支撑点之一的space x 要独立上市了，估值估计要被抽走不少","text":"支撑点之一的space x 要独立上市了，估值估计要被抽走不少","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/510105178092288","repostId":"2590240415","repostType":2,"repost":{"id":"2590240415","kind":"news","pubTimestamp":1765508414,"share":"https://www.laohu8.com/m/news/2590240415?lang=zh_CN&edition=full","pubTime":"2025-12-12 11:00","market":"us","language":"zh","title":"马斯克薪酬计划要求特斯拉市值涨到8.5万亿，机器人是最后抓手","url":"https://stock-news.laohu8.com/highlight/detail?id=2590240415","media":"机器人前沿站","summary":"今年11月，特斯拉股东投票批准了马斯克的10年期薪酬计划。根据这个计划，马斯克未来有望获得近1万亿美元市值的特斯拉股票作为酬劳。但这笔天价薪酬有个前提条件：特斯拉市值必须从当前的1.5万亿美元提升到8.5万亿美元。这些信息都指向特斯拉机器人首个大规模量产之日渐行渐近。从1.5万亿到8.5万亿美元市值，马斯克要拿到那1万亿美元薪酬，人形机器人是他最后也是最重要的抓手。","content":"<html><body><article><p>早安！️这里是专注机器人领域的“机器人前沿站”。</p><p>每天几分钟，带你了解机器人领域的新鲜事 —— 技术突破 、产业动态 、未来畅想 ，尽在这里。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251212120352551v152gqifv7c9z6k\"/><p>今年11月，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股东投票批准了马斯克的10年期薪酬计划。</p><p>根据这个计划，马斯克未来有望获得近1万亿美元市值的特斯拉股票作为酬劳。</p><p>但这笔天价薪酬有个前提条件：特斯拉市值必须从当前的1.5万亿美元提升到8.5万亿美元。</p><p>问题来了，特斯拉靠什么实现这个目标？仅靠\"卖车\"显然不够，而备受期待的xAI（Grok大模型）和SpaceX业务又不在特斯拉体系内。</p><p>马斯克的抓手，只剩下特斯拉汽车与自动驾驶延伸出的Robotaxi业务、储能业务——以及最受瞩目的人形机器人业务。</p><p>这意味着，从明年开始，人形机器人的量产和商业化应用，将成为特斯拉和马斯克的头等大事。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251212120408078v152wmdbykuyti7\"/><p>中国\"审厂\"频传，明年一季度或是关键时间点</p><p>12月7日，特斯拉人形机器人团队中国\"审厂\"消息频传。</p><p>业内人士称，\"审厂\"或为配合明年一季度Optimus Gen3机器人的发布进行量产准备。</p><p>近日消息显示，特斯拉机器人供应链后端检测设备审核完成，生产端形成标准化技术文档蓝皮书，部分部件构型路线和运动算法开始明确收敛。</p><p>这些信息都指向特斯拉机器人首个大规模量产之日渐行渐近。</p><p>工信部人形机器人标准化技术委员会委员石照耀表示，人形机器人概念近年再度兴起，与马斯克和特斯拉的关系密不可分，业界会关注其一举一动，对行业有风向标意义。</p><p>他还透露，特斯拉已经向部分供应商下达了订单，而非如<a href=\"https://laohu8.com/S/GS\">高盛</a>研报所说的没有量产指引和订单。</p><p>石照耀认为，若第三代Optimus上市有惊喜，或在应用场景方面有更多突破，在国内很快会形成发展高峰，推进速度或比2019年特斯拉电动车进入上海后对新能源车的发展还来得更快，因此明年一季度可能是很关键的时间点。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251212120426368v1527lmkywvl0ml\"/><p>华尔街半信半疑，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>两年来首次下调评级</p><p>不过，华尔街对习惯跳票的特斯拉仍然半信半疑。</p><p>摩根士丹利分析师Andrew Percoco近日在报告中指出，虽然大家都明白特斯拉不仅是汽车制造商，但预计未来一年交易环境将较为波动。</p><p>摩根士丹利还指出，由于特斯拉股价已经反映了其非汽车业务的催化剂，因此对公司短期股价持负面观点。</p><p>这是过去两年中摩根士丹利首次对特斯拉给出下调评级的操作。</p><p>市场观点分歧的背后，是特斯拉Optimus Gen3发布会的\"定档\"在过去一年中不断摇摆、落空，这也是产业与资本市场信念感不强的原因。</p><p>有观点认为，季度末审厂依然是常规拜访与技术探讨，与最终量产配套何时落地关联不强。</p><p>也有观点认为，虽然审厂后执行部件构型基本确定，但马斯克仍可能因机器人具身智能无法满足泛化要求或遥操过多，而暂时搁置发布。</p><p>从1.5万亿到8.5万亿美元市值，马斯克要拿到那1万亿美元薪酬，人形机器人是他最后也是最重要的抓手。</p><p>当xAI和SpaceX都不在特斯拉体系内，当卖车已经无法支撑如此宏大的市值目标，Optimus机器人能否在明年一季度如期量产、能否在应用场景上有实质性突破，不仅关系到马斯克的个人财富，更关系到特斯拉能否继续讲好\"不只是汽车公司\"的故事。</p><p>这场豪赌，已经到了必须兑现的时刻。</p><p><strong>【互动话题】</strong></p><p>你觉得具身智能会先在哪个家庭场景中广泛应用？</p><p>欢迎在评论区留言，点赞前 3 名可获得《机器人技术入门手册》电子版哦～</p><p><strong>【福利时间】</strong></p><p>关注本公众号，回复 “智能”，即可领取 3 份独家资料：</p><p>① 《具身智能技术发展报告》</p><p>② 《全球人形机器人企业图谱》</p><p>③ 《机器人常见问题解答》</p><p>资料每周更新，记得常来看看～</p><p><strong>“机器人前沿站”——</strong></p><p>用通俗的语言，讲透机器人的那些事。</p><p>每日更新，陪伴你走进机器人时代。</p><p><strong>点击菜单栏：</strong></p><p>“技术解析”→ 查看机器人核心技术干货</p><p>“产业动态”→ 了解企业最新资讯与融资情况</p><p>“联系我们”→ 商务合作、投稿或加入粉丝交流群</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>马斯克薪酬计划要求特斯拉市值涨到8.5万亿，机器人是最后抓手</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马斯克薪酬计划要求特斯拉市值涨到8.5万亿，机器人是最后抓手\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-12 11:00 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251212120428a69af542&s=b><strong>机器人前沿站</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>早安！️这里是专注机器人领域的“机器人前沿站”。每天几分钟，带你了解机器人领域的新鲜事 —— 技术突破 、产业动态 、未来畅想 ，尽在这里。今年11月，特斯拉股东投票批准了马斯克的10年期薪酬计划。根据这个计划，马斯克未来有望获得近1万亿美元市值的特斯拉股票作为酬劳。但这笔天价薪酬有个前提条件：特斯拉市值必须从当前的1.5万亿美元提升到8.5万亿美元。问题来了，特斯拉靠什么实现这个目标？仅靠\"卖车...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251212120428a69af542&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":{"TSLA":"特斯拉","BK4612":"AI芯片","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","TSYW.SI":"TESLA 3xLongSG261006","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","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","BK4574":"无人驾驶","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","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) 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INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251212120428a69af542&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2590240415","content_text":"早安！️这里是专注机器人领域的“机器人前沿站”。每天几分钟，带你了解机器人领域的新鲜事 —— 技术突破 、产业动态 、未来畅想 ，尽在这里。今年11月，特斯拉股东投票批准了马斯克的10年期薪酬计划。根据这个计划，马斯克未来有望获得近1万亿美元市值的特斯拉股票作为酬劳。但这笔天价薪酬有个前提条件：特斯拉市值必须从当前的1.5万亿美元提升到8.5万亿美元。问题来了，特斯拉靠什么实现这个目标？仅靠\"卖车\"显然不够，而备受期待的xAI（Grok大模型）和SpaceX业务又不在特斯拉体系内。马斯克的抓手，只剩下特斯拉汽车与自动驾驶延伸出的Robotaxi业务、储能业务——以及最受瞩目的人形机器人业务。这意味着，从明年开始，人形机器人的量产和商业化应用，将成为特斯拉和马斯克的头等大事。中国\"审厂\"频传，明年一季度或是关键时间点12月7日，特斯拉人形机器人团队中国\"审厂\"消息频传。业内人士称，\"审厂\"或为配合明年一季度Optimus Gen3机器人的发布进行量产准备。近日消息显示，特斯拉机器人供应链后端检测设备审核完成，生产端形成标准化技术文档蓝皮书，部分部件构型路线和运动算法开始明确收敛。这些信息都指向特斯拉机器人首个大规模量产之日渐行渐近。工信部人形机器人标准化技术委员会委员石照耀表示，人形机器人概念近年再度兴起，与马斯克和特斯拉的关系密不可分，业界会关注其一举一动，对行业有风向标意义。他还透露，特斯拉已经向部分供应商下达了订单，而非如高盛研报所说的没有量产指引和订单。石照耀认为，若第三代Optimus上市有惊喜，或在应用场景方面有更多突破，在国内很快会形成发展高峰，推进速度或比2019年特斯拉电动车进入上海后对新能源车的发展还来得更快，因此明年一季度可能是很关键的时间点。华尔街半信半疑，摩根士丹利两年来首次下调评级不过，华尔街对习惯跳票的特斯拉仍然半信半疑。摩根士丹利分析师Andrew Percoco近日在报告中指出，虽然大家都明白特斯拉不仅是汽车制造商，但预计未来一年交易环境将较为波动。摩根士丹利还指出，由于特斯拉股价已经反映了其非汽车业务的催化剂，因此对公司短期股价持负面观点。这是过去两年中摩根士丹利首次对特斯拉给出下调评级的操作。市场观点分歧的背后，是特斯拉Optimus Gen3发布会的\"定档\"在过去一年中不断摇摆、落空，这也是产业与资本市场信念感不强的原因。有观点认为，季度末审厂依然是常规拜访与技术探讨，与最终量产配套何时落地关联不强。也有观点认为，虽然审厂后执行部件构型基本确定，但马斯克仍可能因机器人具身智能无法满足泛化要求或遥操过多，而暂时搁置发布。从1.5万亿到8.5万亿美元市值，马斯克要拿到那1万亿美元薪酬，人形机器人是他最后也是最重要的抓手。当xAI和SpaceX都不在特斯拉体系内，当卖车已经无法支撑如此宏大的市值目标，Optimus机器人能否在明年一季度如期量产、能否在应用场景上有实质性突破，不仅关系到马斯克的个人财富，更关系到特斯拉能否继续讲好\"不只是汽车公司\"的故事。这场豪赌，已经到了必须兑现的时刻。【互动话题】你觉得具身智能会先在哪个家庭场景中广泛应用？欢迎在评论区留言，点赞前 3 名可获得《机器人技术入门手册》电子版哦～【福利时间】关注本公众号，回复 “智能”，即可领取 3 份独家资料：① 《具身智能技术发展报告》② 《全球人形机器人企业图谱》③ 《机器人常见问题解答》资料每周更新，记得常来看看～“机器人前沿站”——用通俗的语言，讲透机器人的那些事。每日更新，陪伴你走进机器人时代。点击菜单栏：“技术解析”→ 查看机器人核心技术干货“产业动态”→ 了解企业最新资讯与融资情况“联系我们”→ 商务合作、投稿或加入粉丝交流群","news_type":1,"symbols_score_info":{"TSLA":1.96,"TSYW.SI":0.6,"UFO":0.6}},"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
