我们看好26年特斯拉引领全球物理AI端侧(智能驾驶及机器人)变革,随着智驾端到端大模型率先跑通,公司有望进入新一轮加速成长周期,商业模式从硬件产品销售延伸至软件订阅及出行运营,25年Q4部署的FSD V14已达到准L4水平,Robotaxi即将无人规模化运营,FSD订阅率从12%加速提升,Optimus Gen3定型发布后开始规模量产,下一代AI5/AI6端侧芯片性能跃升进一步加速物理AI能力迭代...
Source Link我们看好26年特斯拉引领全球物理AI端侧(智能驾驶及机器人)变革,随着智驾端到端大模型率先跑通,公司有望进入新一轮加速成长周期,商业模式从硬件产品销售延伸至软件订阅及出行运营,25年Q4部署的FSD V14已达到准L4水平,Robotaxi即将无人规模化运营,FSD订阅率从12%加速提升,Optimus Gen3定型发布后开始规模量产,下一代AI5/AI6端侧芯片性能跃升进一步加速物理AI能力迭代...
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