特斯拉(Tesla)正在从EVs转向机器人和AI, 结束S/X型模型生产, Tesla is shifting from EVs to robotics and AI, ending Model S/X production to focus on Elon Musk’s Optimus robot, aiming for a $2 trillion valuation by 2026.

泰斯拉(Tesla)从电动车辆转向机器人和人工智能, 由Elon Musk的Optimus人形机器人领导, 尽管2025年EV销售量和利润下降。 Tesla is pivoting from electric vehicles to robotics and artificial intelligence, led by Elon Musk’s Optimus humanoid robot, despite declining EV sales and profits in 2025. 该公司将结束S型模型和X型模型的生产,以便重新装备Fremont工厂,进行机器人开发。 The company will end Model S and Model X production to retool its Fremont factory for robot development. 投资者信心因对机器人和完全自驾技术未来增长的预期而得到增强,在过去一年里,Tesla的股票增加了20%。 Investor confidence, fueled by expectations of future growth in robotics and full self-driving technology, has boosted Tesla’s stock 20% over the past year. 虽然Optimus直到2027年底才向公众开放, FSD仍然有限,但分析家预测Tesla在2026年底可能达到2万亿美元的市场上限,其驱动因素是其真实世界的AI进步以及机器人轴和劳动力替代自动化的潜力。 While Optimus won’t be available to the public until late 2027 and FSD remains limited, analysts predict Tesla could reach a $2 trillion market cap by end-2026, driven by its real-world AI advancements and potential for robotaxis and labor-replacing automation.