Slow Start for China's EVs in 2026: Why Tesla's Robo-Taxi and Optimus Bets Matter More Than Ever
Chinese EV sales stumbled in February 2026 due to the Spring Festival holiday, with major players like BYD and XPeng seeing sharp drops. This pressures Tesla in its key China market, raising the importance of its pivot to AI, robo-taxis, and humanoid robots for future growth.