Core Viewpoint - Tesla's recent earnings call was described as the most interesting in many quarters, but the company's outlook was characterized as vague and low in numbers, with a significant capital expenditure (capex) guidance of $20 billion for 2026 [1] Financial Outlook - The analyst noted that despite Tesla's substantial cash reserves of $44 billion, funding may become a topic of concern [1] - The investment in xAI indicates that achieving supercompensation targets may depend on corporate deals related to Elon Musk [1] Analyst Rating - Jefferies maintains a Hold rating on Tesla shares with a price target set at $300 [1]

Core Viewpoint - Truist has lowered its price target on Tesla (TSLA) to $438 from $439 while maintaining a Hold rating on the shares, indicating a cautious outlook on the stock's performance [1]. Financial Performance - Tesla reported modest upside to Q4 revenue and margins, although it did not provide guidance for Q1, which may raise concerns among investors regarding future performance [1]. Strategic Transition - The company is accelerating its transition to an AI hardware and software company, which is expected to incur significant capital expenditure (capex) costs [1].

Three mega-cap tech companies reported earnings on Wednesday, and the market's verdict was swift and brutal for one company while two Magnificent 7 members received stamps of approval. ...

TD Cowen raised the firm’s price target on Tesla (TSLA) to $519 from $509 and keeps a Buy rating on the shares. The firm said the Q4 outcome was fairly consistent with Cowen’s balanced setup view, as a solid margin beat and positive RoboTaxi updates were in part offset by the capex guide and absence of a specific timeline for unsupervised customer FSD. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See Insiders’ Hot Stocks on TipRanks >> R ...

证券日报网讯1月30日，友升股份（603418）在互动平台回答投资者提问时表示，公司为特斯拉 Model3、ModelY以及CyberTruck三款车型供货。Model S、ModelX停产对公司没有影响。 ...

据《华尔街日报》报道，特斯拉财报称2025财年第四季度利润暴跌61%。正当投资者眉头紧锁时，特斯拉却突然宣布将向马斯克的私人人工智能公司xAI 投入20亿美元，这究竟意欲何为？ 据《华尔街日报》报道，特斯拉财报中显示其2025财年第四季度利润暴跌61%。正当投资者眉头紧锁时，特斯拉却突然宣布将向马斯克的私人人工智能公 司xAI投入20亿美元。 这一决定令人咋舌，因为就在不久前，特斯拉股东刚刚否决了一项关于投资xAI的非约束性提案，反对票和弃权票明显多于赞成票。其实早在2024年夏 天，马斯克就已经发起过投票，试探股东是否会同意，那时候xAI估值240亿美元，现在xAI估值已经达到1200亿。 （图为马斯克在社交媒体上发布的公开投票）当前，特斯拉正面临一个关键转折点，中国电车市场发展势头迅猛，比亚迪取代特斯拉成为全球电动汽车销 量冠军，特斯拉第四季度营收下降3%至249亿美元，2025年全年营收更是同比下降3%至948亿美元。更严峻的是，特斯拉电动车销量在2025年同比下降 9%，被比亚迪甩开近60万辆的差距。 | 中国销量 | 1月 | 2月 | 3月 | 4月 | 5月 | 累计 | 同比 | | --- ...

Tesla Stock Rises As Elon Musk's SpaceX Reportedly Mulls Merger | Investor's Business DailyBREAKING: [Trump Names Warsh New Fed Chairman]---Elon Musk's SpaceX reportedly is considering a merger with Tesla (TSLA) or xAI before the private space company's expected IPO later this year. Tesla stock rose modestly Friday after falling Thursday following earnings. SpaceX is mulling a combination with the EV giant or Musk's artificial intelligence startup xAI, Bloomberg reported late Thursday, citing sources. Any d ...

Core Insights - Chery aims to compete with Tesla by focusing on both localized charging infrastructure and advanced AI technology, indicating a comprehensive strategy to catch up with the industry leader [1][2]. Group 1: Strategic Initiatives - Chery has established a joint venture with Zhidatech to develop localized charging infrastructure in Europe, the Middle East, Latin America, and Southeast Asia, aiming for a "car-to-pile" approach [1]. - The company is actively benchmarking Tesla's Full Self-Driving (FSD) technology and is committed to embracing AI innovations, including humanoid robots and brain-machine interfaces [1]. Group 2: Challenges in AI Development - Chery faces significant challenges in data collection and utilization, as Tesla's FSD is backed by nearly 100 billion kilometers of real driving data, which Chery needs to systematically gather and process [2]. - The company has established a chip research institute but encounters difficulties related to design complexity, high costs, stringent automotive certification, and long application cycles [2]. Group 3: Financial Viability - While Tesla has begun monetizing its AI capabilities, Chery's current AI applications primarily enhance user experience and product features, raising concerns about the transition to a sustainable profit model [2]. Group 4: Internal Challenges - Chery's leadership acknowledges the complexity of modern automotive software systems, which can introduce bugs and reliability issues throughout the vehicle's lifecycle [3]. - The company also faces challenges in AI decision-making transparency, as the complexity of training data leads to uncertainties in AI behavior, which is critical for safety in automotive applications [3]. Group 5: Future Direction - Chery is seeking a balance between manufacturing heritage and innovation in the evolving automotive landscape, indicating a strategic pivot towards integrating advanced technologies with traditional manufacturing strengths [3].

当地时间1月28日，特斯拉首席执行官埃隆·马斯克出席公司2025年四季度及全年财报发布电话会议。在 被问及如何看待特斯拉人形机器人在全球范围内面对的竞争时，马斯克说，特斯拉的最强对手来自中 国，和中国企业的竞争将是"一场硬仗"。 三审丨彭治国 埃隆·马斯克："我确实认为，迄今为止特斯拉人形机器人最大的竞争对手来自中国。中国非常擅长扩大 制造业规模，同时擅长运用人工智能技术，并处在持续进步的进程中，因此绝对是特斯拉最强劲的竞争 对手。我们没有看到任何来自中国以外的强力竞争对手，和中国的竞争绝对是一场硬仗。任何人都不要 低估中国，中国是极具潜力和更高层级的对手。" 一审丨陈舒仪 二审丨薛琳 来源：央视新闻、参考消息 编辑丨陈舒仪 ...

1月22日，美国企业家埃隆·马斯克在瑞士达沃斯举办的世界经济论坛2026年年会上发言。新华社记者连漪摄 新华财经北京1月30日电据多家媒体29日报道，美国企业家埃隆·马斯克正考虑整合旗下资产，从而推进太空算力布局。 据知情人士向美国彭博新闻社披露，马斯克正考虑合并太空探索技术公司（SpaceX)和他旗下人工智能企业xAI公司的可能性，或是合并太空探索技术公司和 特斯拉公司。 报道称，马斯克在太空部署人工智能数据中心的设想将可能通过上述不同路径实现。如果工程技术允许，其中一个方向是，太空探索技术公司在轨数据中心 将为xAI输送庞大算力。另一个方向是，特斯拉制造储能系统的能力，将可帮助太空探索技术公司在太空利用太阳能运行这些数据中心。 知情人士说，马斯克尚未作出最终决定，细节可能会变化，相关公司也可能保持独立。马斯克还探讨了使用太空探索技术公司新一代重型运载火箭"星舰"将 特斯拉"擎天柱"机器人运送到月球和火星。 路透社当天率先报道太空探索技术公司可能与xAI合并一事。据一名知情人士披露，两家企业可能换股。 据彭博社报道，太空探索技术公司正考虑6月首次公开募股(IPO)，募集多达500亿美元。（卜晓明） （文章来 ...