--- title: "Musk strongly promotes Tesla's strategic transformation, planning to invest $20 billion to build an AI future" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/274078137.md" description: "Tesla plans to invest $20 billion in 2023 to streamline its electric vehicle product line and shift towards robotics and artificial intelligence (AI). This capital expenditure plan is approximately double Wall Street's expectations and aims to support factory capacity expansion and the autonomous taxi business. Tesla will also cease production of the Model S and Model X, instead focusing on the production of the Optimus humanoid robot. Despite a decline in car sales, investors support the transformation, and analysts believe the company is transitioning from an electric vehicle manufacturer to a business focused on autonomous driving and AI" datetime: "2026-01-29T02:33:51.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/274078137.md) - [en](https://longbridge.com/en/news/274078137.md) - [zh-HK](https://longbridge.com/zh-HK/news/274078137.md) --- > 支持的语言: [English](https://longbridge.com/en/news/274078137.md) | [繁體中文](https://longbridge.com/zh-HK/news/274078137.md) # Musk strongly promotes Tesla's strategic transformation, planning to invest $20 billion to build an AI future Tesla plans to invest $20 billion this year to streamline its electric vehicle product line and shift resources towards robotics and artificial intelligence (AI). This is part of a series of adjustments by the company to further transform its core business from automobile manufacturing. The capital expenditure plan announced on Wednesday is approximately double Wall Street's expectations and will support capacity expansion at multiple factories, expand the emerging autonomous taxi business, and build AI infrastructure. Tesla also announced plans to discontinue the Model S and Model X models and redirect the capacity of these factories to produce the Optimus humanoid robot. "We are making very, very large investments," said CEO Elon Musk during a conference call following Tesla's fourth-quarter earnings release. Musk These striking initiatives also include a new agreement to invest $2 billion in Musk's xAI startup and discussions about potentially building a semiconductor manufacturing plant. These moves highlight Tesla's ambitions to pivot towards AI, autonomous driving technology, and robotics at the expense of its automotive sales business. Tesla's automotive sales have declined for two consecutive years and will face more challenges in 2026. Despite many new business lines still being far off and their prospects unclear, investors generally support this transformation. Neither the decline in electric vehicle sales nor Tesla's earnings exceeding expectations drew much attention during Wednesday's conference call. "This quarter officially marks a fundamental shift for the company from being an electric vehicle company to one that is fully betting on autonomous taxis, energy, and the Optimus system," said Andrew Rocco, an analyst at Zacks Investment Research. "It seems they are almost ready to completely detach from the electric vehicle business and fully commit to the autonomous driving field." ### 相关股票 - [GraniteShares 2x Long TSLA Daily ETF (TSLR.US)](https://longbridge.com/zh-CN/quote/TSLR.US.md) - [Tesla (TSLA.US)](https://longbridge.com/zh-CN/quote/TSLA.US.md) - [GraniteShares 1.25 Long TSLA Daily ETF (TSL.US)](https://longbridge.com/zh-CN/quote/TSL.US.md) - [Direxion Daily TSLA Bull 2X Shares (TSLL.US)](https://longbridge.com/zh-CN/quote/TSLL.US.md) - [T-Rex 2X Long Tesla Daily Target ETF (TSLT.US)](https://longbridge.com/zh-CN/quote/TSLT.US.md) - [Simplify Volt TSLA Revolution ETF (TESL.US)](https://longbridge.com/zh-CN/quote/TESL.US.md) - [Leverage Shares 2X Long TSLA Daily ETF (TSLG.US)](https://longbridge.com/zh-CN/quote/TSLG.US.md) - [GraniteShares 2x Short TSLA Daily ETF (TSDD.US)](https://longbridge.com/zh-CN/quote/TSDD.US.md) - [AXS TSLA Bear Daily ETF (TSLQ.US)](https://longbridge.com/zh-CN/quote/TSLQ.US.md) - [XI2CSOPTSLA-U (09366.HK)](https://longbridge.com/zh-CN/quote/09366.HK.md) - [XL2CSOPTSLA (07766.HK)](https://longbridge.com/zh-CN/quote/07766.HK.md) - [XI2CSOPTSLA (07366.HK)](https://longbridge.com/zh-CN/quote/07366.HK.md) ## 相关资讯与研究 - [Tesla’s Q1 delivery figures show Elon Musk was right](https://longbridge.com/zh-CN/news/281556811.md) - [Tesla's First Quarter EV Sales: Analysts Project Modest Gains](https://longbridge.com/zh-CN/news/281225239.md) - [The Tesla Model S And Model X Are Officially Dead](https://longbridge.com/zh-CN/news/281317969.md) - [Tesla’s sales recover slightly, but the trend lines are all bad](https://longbridge.com/zh-CN/news/281541012.md) - [Elon Musk announces disappointing Tesla Optimus update](https://longbridge.com/zh-CN/news/281256697.md)