Davos Forum welcomes a new face! Musk makes a surprise 'appearance'
Learn Investing from the Experts | A 30-minute Deep Dive into Future Trends! Elon Musk's Davos Debut: From the Energy Crisis to Space Computing Power, This Investment Roadmap Is a Must-Read
Last night, Elon Musk made his highly anticipated 'debut' at the 2026 Davos Forum.
He outlined an ambitious vision integratinghumanoid robots, autonomous driving, space exploration, and artificial intelligence.Elon Musk boldly predicted that AI could surpass human capabilities by the end of this year; meanwhile, Tesla's humanoid robot Optimus is expected to begin commercial sales as early as the end of next year.
Boosted by Musk’s speech, $Tesla (TSLA.US)$ Tesla's share price steadily climbed during the session, closing up 4%. This gain not only refreshed the closing high since January 5th but also, thanks to the recent 'two consecutive gains', aggressively recovered most of the losses since the start of 2026.
This article will provide a detailed review for fellow investors of Musk's overnight hardcore discussion with Larry Fink, head of the world's largest asset management giant Blackrock. These specific details clearly outline Musk’s business plans for the next three to five years and the direction of future global development.
01 The Optimus robot is set to hit the market in 2027.
As an important carrier for the implementation of AI technology, humanoid robots and autonomous driving have become focal points of discussion. Elon Musk has provided a more specific timeline for the commercialization of the Optimus humanoid robot.
Regarding the timeline:Musk clarified the commercial timeline for the Optimus humanoid robot: some robots are already performing simple tasks at Tesla factories, and by the end of this year, they will handle more complex industrial tasks.By the end of next year, they will be available for public purchase.
Regarding market potential:Musk predicts that the number of robots will be more than double that of humans in the future! This is not a mere fantasy, as by 2026, they are already handling delicate tasks like material handling and quality inspections at Tesla factories.
Regarding the ultimate vision:When discussing economic growth driven by AI and robots, Musk presented a concise formula:Economic output = average productivity per robot × number of robots.In an ideal future scenario, robots will meet all of humanity's material needs with extremely high efficiency, thereby completely solving the issue of poverty and bringing 'sustainable abundance' to all.
PreviouslyThe article '2026 Outlook | US-China Rivalry Enters New Arena! Robotics Industry May Face 'Commercialization Test'; Which Core Companies Did Morgan Stanley Highlight?'Morgan Stanley’s report mentioned that in the embodied intelligence competition, data collection and manufacturing capability are inseparable. To produce excellent robots, a large number of 'imperfect' robots must first be manufactured for data collection and model training. Prototypes are relatively easy, but scaled production is the real challenge.Morgan Stanley has highlighted 100 companies worth watching in the robotics era. We have screened out relevant concept stocks listed in Hong Kong and the US stock markets for fellow investors to reference.
Tesla’s Autonomous Driving Progress
One of Tesla’s two key development directions at present is humanoid robots, while the other major area is autonomous driving.
In the field of autonomous driving,Elon Musk frankly stated, 'This is a solved problem.'He revealed that Tesla has already launched its Robotaxi service in some cities and plans to widely expand it across the United States by the end of this year; next month, the supervised version of FSD (Full Self-Driving) is expected to receive approval in Europe, with China’s approval process being on a similar timeline.
Notably, a US insurance company $Lemonade (LMND.US)$ announced on Wednesday local time,will offer Tesla owners a 50% discount on insurance premiums, provided their vehicles have the FSD feature enabled.Musk responded on X: "Insurance premiums are halved when Tesla's autonomous driving function is activated because it significantly enhances (vehicle driving) safety."
PreviouslyThe article '2026 Outlook | Is Autonomous Driving on the Eve of Explosion? NVIDIA's Model Ignites Market Enthusiasm; 5 Core Opportunities Worth Watching!'A previous article also noted that Morgan Stanley believes,Tesla's FSD 14.3 could become the 'steam engine moment' for autonomous driving.
Wall Street generally believes that 2026 will be a key turning point for the commercial implementation of autonomous driving technology. A transformation is underway across the industry, from underlying chips to end automakers, and finally to mobility networks. Based on Morgan Stanley's research report, we have outlined the autonomous driving supply chain for fellow investors to reference.
Electricity supply remains a bottleneck for AI development.
When the topic turned to the biggest obstacle for AI implementation, Musk’s response was concise:Electricity shortage.
He warned that AI computing power capacity is growing exponentially, while annual global electricity supply growth hovers at only 2% to 4%. Such extreme mismatch in growth rates could lead the world into"Having abundant computing chips but no electricity to power them"structural dilemma.
Notably, Musk made the rare comment onChina's photovoltaic industryhas been highly praised. He pointed out that China has demonstrated an astonishing 'economies of scale' in solar deployment, and with the integration of energy storage systems, its steady power generation potential is enormous. In contrast, tariff barriers in the United States have artificially driven up hardware costs, while 'Made in China' has essentially come to dominate the global photovoltaic panel supply chain.
In terms of energy production, Musk stated that a 100-square-mile area covered with solar panels could power the entire United States.He revealed that SpaceX and Tesla teams are each working towards establishing 100 gigawatts of annual solar manufacturing capacity in the U.S. within approximately three years.
Today, photovoltaic-related stocks surged across the board in the Hong Kong stock market, $XINYI SOLAR (00968.HK)$ with some rising over 11%, $FLAT GLASS (06865.HK)$ some over 9%, $XINTE ENERGY (01799.HK)$ and others over 8%.
Additionally, as a manufacturer of high-efficiency photovoltaic cells, $DRINDA (02865.HK)$ its products are expected to be directly applied to SpaceX’s Starlink satellites, providing them with a stable and reliable power source, and today its stock skyrocketed by 51%.
Notably,2026 Outlook | Collective warnings from Musk and Huang Renxun! Power shortage ignites new opportunities; keep this list of power 'gold mines' handyAn article once noted that against the backdrop of grid instability, 'Bring Your Own Generation' (BYOG) has become an inevitable choice for AI giants.
For instance, xAI, a company under Musk, has purchased five additional 380-megawatt natural gas turbines from Doosan Enerbility of South Korea. The first two are expected to be delivered by the end of 2026. This will provide power support for more than 600,000 GB200NVL72 equivalent-scale clusters (or over 350,000 VR200NVL144 equivalent-scale clusters). Fellow investors have also compiled a list of companies involved in upstream and midstream electricity as well as supporting facilities for reference:
Moreover, Goldman Sachs believes that with 'Time-to-Power' becoming the most severe bottleneck in AI infrastructure development,Chinese power solution providers with rapid delivery capabilities and large-scale production advantages are facing a historic opportunity for value reassessment.
North America's Power Shortage Creates New Opportunities! Which Hong Kong-listed Companies Could Benefit?The article also highlighted standout Hong Kong-listed stocks, particularly those whose revenues are closely tied to the North American market. Fellow investors have compiled relevant targets for investors’ reference:
04 Space Infrastructure: The Ultimate Cost Reduction for AI Computing?
To break free from Earth’s energy constraints, Musk has set his sights on a grander stage—Space Data Centers.
He revealed that SpaceX plans to deploy 'Solar-Powered AI Satellites' within the next few years. The core logic lies in leveraging two natural advantages of space: photovoltaic power generation efficiency five times greater than on Earth, and the near-absolute zero environment of space providing a natural 'super cooling system.' Musk asserts thatwith these two powerful cost-reduction tools, space will become the 'value洼地' with the lowest global deployment costs for AI computing within the next two to three years.
The cornerstone supporting the realization of this idea is none other than Starship.Musk aims to achieve 'full reusability' of rockets this year,with the goal of reducing orbital launch costs by 100 times, making it even cheaper than air freight. He used a compelling analogy: 'It's like airplanes; if you had to scrap them after one flight, no one could afford tickets. But if you only need to refuel and maintain them, that’s the cheap express ticket to space.'
Notably, Musk's rocket manufacturing company SpaceX is preparing for an IPO that could set a global record, selecting four Wall Street banks as lead underwriters. Previously,'Will Musk Build Another Trillion-Dollar Empire? SpaceX Listing Rumors Spark Market Excitement—Here Are Some Related Stocks Worth Watching!'the article also listed SpaceX-related stocks for fellow investors to reference:
05 On the Speed of AI Development
Musk provided specific and aggressive forecasts regarding the AI development curve, stating that technological evolution is approaching the 'singularity' moment. Musk boldly predicted:'By the end of this year, we will have AI smarter than any human, no later than next year;by 2030 or 2031, in about five years, AI will be smarter than all of humanity combined.'
He also emphasized risk prevention and control, stating that we must be very cautious about AI and robotics technology,so as not to fall into a scenario like in 'The Terminator.'In his view, the safest thing for AI is to maximize the pursuit of truth.
Summary
At the end of this dialogue, Musk concluded with an optimistic maxim:“In terms of quality of life, being an optimist — even if occasionally wrong — is better than being a pessimist who is always right.”
What Musk is weaving is not just a business empire, but a logical closed loop about 'survival.' In his eyes, all technological breakthroughs are not isolated commercial successes, but serve the same ultimate goal:
to ensure that humanity's faint 'candle of consciousness' burns longer and brighter in the vast, dark universe.
Whether or not you agree with his radical vision, it’s impossible to ignore the issues he highlights —specific, sharp, and imminent survival questions.
Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
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