【DT新材料】 获悉， 2月2号凌晨消息，马斯克发文表示：" 特斯拉已实现干电极工艺的规模化生产 ，是锂电池生 产技术上的一项重大突破，实现起 来极其困难。祝贺特斯拉工程、生产和供应链团队以及我们的战略合作伙伴供应商取得的卓越成就！" 特斯拉回应称，干电极制造工艺可降低成本、能源消耗和工厂复杂性，同时显著提高可扩展性。 此前在2024年就有消息称，特斯拉正在设计、研发4种采用不同干法工艺的4680电池，并计划在2026年推出。事实上，特斯拉自2019年收购Maxwell公 司后便获得干法电极相关专利，多年来一直致力于攻克该技术的量产难题。 DT先进电池 . 固态电池、钠电池、液流电池、水系电池.......最新科技进展和产业动态 以下文章来源于DT先进电池 ，作者神秘李 干法工艺的优势，恰好击中了下一代电池，尤其是全固态电池的制造痛点。 全固态电池使用固态电解质替代液态电解质，干法电极技术无需溶剂，避 免了溶剂与固态电解质的副反应，提高了电池的安全性和稳定性。并且 干法工艺制备的电极颗粒间接触更紧密，压实密度更高，能有效减少电极阻 抗，提升电池的能量密度和循环稳定性。 因此干法电极是推动下一代全固态电池产业化 ...

Freelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My passion is putting a narrative to financial data. Working with teams that include senior editors, investment strategists, marketing managers, data analysts, and executives, I contribute ideas to help make content relevant, accessible, and measurable. Having ...

Freelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My passion is putting a narrative to financial data. Working with teams that include senior editors, investment strategists, marketing managers, data analysts, and executives, I contribute ideas to help make content relevant, accessible, and measurable. Having ...

Core Insights - Tesla's shares experienced a 2% rise in extended trading on January 28, 2026, but fell by 3.4% the following day after mixed Q4 2025 results, attributed to lower revenues and a significant decline in net income [1] Financial Performance - Tesla reported Q4 2025 earnings per share of 50 cents, exceeding the Zacks Consensus Estimate by 8.7%, but down 31.5% year-over-year [6] - Total revenues for Q4 2025 were $24.90 billion, slightly missing estimates and reflecting a 3% year-over-year decline [6] - The company achieved its highest quarterly energy storage deployments, driven by record Megapack deployments, although automotive revenues declined by 11% [6] - Operating cash flow for 2025 was $14.7 billion, with free cash flow at $6.2 billion, and cash and investments increased by $7.5 billion to $44.1 billion by year-end [7] Future Outlook - Tesla anticipates capital expenditures exceeding $20 billion, primarily for AI initiatives and the development of new products like Cybercab, Semi, Optimus, and Megapack [2] - Plans for 2026 include ramping up production lines across various sectors, including vehicle and robotics manufacturing, and launching the Gen 3 version of Optimus [8][10] Market Position and Challenges - Despite a robust product pipeline, concerns exist regarding the long-term viability of Tesla's new profit centers amid intense competition and a shrinking share of the traditional EV market [3] - The shift to an AI-first model is seen as a high-stakes strategy to recover margins lost during the EV price wars, with critics highlighting regulatory hurdles in the robotaxi segment [3][4] Investment Alternatives - For risk-averse investors, monitoring ETFs with significant Tesla weightings is suggested as a way to mitigate risks associated with direct stock exposure [5] - Notable Tesla-heavy ETFs include: - Consumer Discretionary Select Sector SPDR Fund (XLY) with 18.92% Tesla weighting and $23.87 billion AUM, which gained 5.8% over the past year [11][12] - Vanguard Consumer Discretionary ETF (VCR) with 18.06% Tesla weighting and $6.3 billion net assets, which gained 3.9% over the past year [13] - Direxion Daily Magnificent 7 Bull 2X Shares (QQQU) with 14.45% Tesla weighting, gaining 21.6% over the past year [14][15] - Global X PureCap MSCI Consumer Discretionary ETF (GXPD) with 19.32% Tesla weighting, gaining 1.8% over the past year [16]

Memory 1、几篇关于三星、海力士和闪迪的分析都发过了，关于光进存储，目前还没有查到更多资料，有的话 会放到星球。 2、高盛--2026 年 1 月韩国核心科技产品出口整体呈向好趋势（当月工作日较 2025 年同期多 3.5 天）， 存储器、显示面板、MLCC 出口同比分别大增 154%、26%、16%，仅锂离子电池微降 2%；其中存储器 增速持续攀升、MLCC 实现连续 8 个月双位数同比增长。存储器出口高增主因价格上涨与服务器相关 需求旺盛，DRAM、NAND 均表现亮眼，NAND 芯片出口更是暴涨 366%，预计海力士、三星电子 2026 年一季度存储器营收将分别同比大增 178%、233%；追踪 HBM 相关原材料进口数据显示，2025 年 12 月海力士、三星电子的核心 HBM 原材料进口均实现同比增长，可作为其 HBM 出货规模的参考 指标。 | (US$ mn) | Dec-24 | Jan-25 | Feb-25 | Mar-25 | Apr-25 | May-25 | Jun-25 | Jul-25 | Aug-25 | Sep-25 | Oct-25 | Nov-25 | Dec-25 ...

I am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President at Barclays, I led teams in model validation, stress testing, and regulatory finance, developing a deep expertise in both fundamental and technical analysis. Alongside my research partner (also my wife), I co-author investment research, com ...

明日主题前瞻 1、低空经济 | 市场监管总局会同中央空管办，国家发展改革委等十部门联合发布《低空经济标准体系建设指南(2025年版)》，重点围绕低空航空器，低空基 础设施，低空空中交通管理，安全监管和应用场景五大核心领域，建立技术标准与管理规范融合，国内标准与国际规则融合，强制性标准与推荐性标准融 合，基础标准与场景标准融合的"四维融合"标准供给体系。 点评：中金公司认为，低空经济作为一种辐射带动作用强，产业链较长的综合经济形态，对经济社会发展具有较强的带动作用。工信部赛迪研究院预测， 2023年中国低空经济市场规模约为5060亿元，2026年市场规模有望达万亿元。随着低空经济相关政策环境的完善，以及相关发展规划的落地实施，我国低空 经济市场有望快速发展。 2、烟酰胺 | 公开数据显示，烟酰胺市场价格持续上涨。2月2日，烟酰胺报价为39.5元/千克，较2026年1月初价格上涨约14.5%。 点评：研究机构认为，烟酰胺凭借其营养强化和功能性特点，在食品，医药和化妆品三大领域实现了多元化应用。在食品行业，烟酰胺被广泛添加于谷物， 乳制品等日常食品中，以满足消费者对营养强化的需求；在化妆品领域，其卓越的抗衰老和美白 ...

Tesla stock (NASDAQ: TSLA) tumbled over 3.5% in the early trading on Monday as the electric carmaker confronts a convergence of structural headwinds. ...

Group 1 - The Dow Jones industrial average and other major indexes experienced a slight decline on Monday morning [1] - Walt Disney (DIS) saw a drop in stock price due to earnings results, while Palantir Technologies (PLTR) increased ahead of its quarterly results [1] - Oracle (ORCL) stock rose significantly following the announcement of plans to raise up to $50 billion for AI initiatives [1] Group 2 - Tesla (TSLA) stock fell amid discussions surrounding SpaceX and xAI, alongside analysts cutting earnings expectations due to Elon Musk's substantial capital spending plans for 2026 [1] - The overall stock market is mixed, with various companies like Meta, Microsoft, and Amazon leading in earnings reports [1] - Analysts are closely monitoring AI stocks and their performance in the current market environment [1]

Tesla Stock: Analysts Cut Profit Predictions Amid Elon Musk's Big Spending Plans | Investor's Business DailyBREAKING: [Stocks Edge Lower; Disney, Oracle Are Early Movers]---Last week, Tesla (TSLA) and CEO Elon Musk announced plans for $20 billion in capital expenditures in 2026 along with the intention to phase out the Model S and Model X trims in favor of Optimus robot production. Analysts are now reducing annual profit forecasts for Tesla stock. Since reporting fourth-quarter earnings on Jan. 28, accompan ...