Group 1 - Tesla's valuation premium compared to other US mega cap stocks is at an all-time high [1] - The stock is no longer trading based on automotive revenue expectations but rather on hopes for autonomous technology [1]

[新剑]IPO的消息，已刷屏行业圈，相关解读以及"新剑链"不是本文重点，已先放星球。 2026年1月，Optimus定型在即，特斯拉发包中， T链们陆续开启北美行，核心标的越发明朗！ 对于T链们而言，去年12月份炒的点是审厂和"定点"（订单），1月份炒作的点是获得发包和前往北美沟通的标的 们（定点）。 从审厂到发包，诸多T链标的于去年12月份获得明确量产指引，订单、"定点"等利好资讯不断；同时，伴随12月 底发包预期催化，在2025年终之际，T链们迎来主升行情。 温馨提示 ： 点击下方图片，查看运营团队最新原创报告（共260页） 说明： 欢迎约稿、刊例合作、行业交流 ， 行业交流记得先加入 "机器人头条"知识星球 ，后添加（ 微信号：lietou100w ）微 信； 若有侵权、改稿请联系编辑运营（微信：li_sir_2020）； 正文： 注： 小编12月盘点文章 Optimus量产前夕，"新T链"们，来了！ 有对Optimus进展、T链走势、核心标的进行详细梳理。 接下来，小编在去年12月基础上，聊一下1月份首个交易周T链们走势和核心标的最新进展： T链们走势： 回顾今年1月份首个交易周（1月5日-9日）， ...

Jensen Huang took the stage at the CES trade show in Las Vegas this week to make the clearest pitch yet for Nvidia Corp.’s autonomous driving technology. In doing so, the chief executive officer’s vision for vehicles that can drive themselves edged into the terrain of major customers like Tesla Inc. and its boss, Elon Musk.Huang’s remarks sparked a widely watched — if notably polite — indirect multiday exchange between two of the most influential figures in technology. It also sharpened a central question a ...

Core Insights - Berkshire Hathaway is increasing the salary of its new CEO, Greg Abel, to $25 million annually, marking a 19% increase from his previous compensation [1][2] - This new salary significantly surpasses the $100,000 that Warren Buffett earned during his tenure as CEO [1] - Abel's compensation reflects a broader trend in executive pay, contrasting with Buffett's historically low salary [4] Salary Details - Greg Abel's new salary as CEO is a 19% increase from his previous salary of $21 million in 2024 [2] - In 2023, Abel received a salary of $20 million, and in 2022, he earned $16 million plus a $3 million bonus [3] - Berkshire's Vice Chairman Ajit Jain received the same compensation as Abel from 2022 to 2024, with future compensations for both not yet disclosed [3] Background on Greg Abel - Greg Abel became CEO of Berkshire Hathaway on January 1, succeeding Warren Buffett, who led the company for over 60 years [5] - Abel joined Berkshire in 1999 through the acquisition of MidAmerican Energy and has held various leadership roles, including CEO of Berkshire Hathaway Energy and Vice Chairman overseeing non-insurance businesses [6] - Abel owns approximately $171 million in Berkshire stock and sold a 1% stake in Berkshire Hathaway Energy for $870 million in 2022 [6] Industry Context - The increase in Abel's salary highlights a shift in compensation structures within traditional companies, especially when compared to the substantial incentive packages seen in the tech industry, such as Elon Musk's $1 trillion package approved by Tesla shareholders [4] - The disparity in executive compensation illustrates changing norms in how companies reward their leaders [6]

【#曝马斯克曾助推OpenAI与微软合作#】微软与 OpenAI 的合作堪称科技史上最成功的"兄弟情"之一， 不过这场合作也并非一帆风顺，例如 2023 年萨姆・奥尔特曼曾被罢免 CEO，同时部分投资者也在施压 OpenAI，迫使其转向营利模式。 而特斯拉 CEO 埃隆・马斯克现在可谓是 OpenAI"最严厉的父亲"以及"最尖锐的批评者"，不过讽刺的 是，马斯克其实是 OpenAI 的联合创始人，并在 2018 年离开董事会前一直深度参与公司事务。 OpenAI 近期有请求过法院驳回马斯克的诉讼，不过最终被法院驳回，案件还在持续推进，预计于今年 3 月进入陪审团审理。 马斯克声称他向 OpenAI 投入了 3800 万美元（现汇率约合 2.66 亿元人民币），并将这些注资称为"慈善 捐赠"，不过他指控 OpenAI 最终以"虚假的人道主义使命"为幌子向投资者募资。因此他要求 OpenAI 返 还数百亿美元的"不当得利"，并寻求损害赔偿。 OpenAI 则对此回应道："这起新诉讼实际是马斯克先生持续骚扰的最新一章。我们不能容忍任何违反保 密义务行为，也无意获取其他实验室的商业机密"。 值得注意的是，去年曾有传闻 ...

一、国际新闻 美国财长贝森特表示，美国对委内瑞拉的额外制裁或于下周解除，并将与国际货币基金组织及世界银行 负责人会晤商讨相关事宜。 与此同时，美国白宫宣布，总统特朗普签署行政令，宣布国家进入紧急状态，以保障存于美国财政部账 户的委内瑞拉石油收益安全。 针对此局势，委内瑞拉代总统罗德里格斯回应称"我们将营救马杜罗"。 军事方面，美军中央司令部在X平台发文称，于美国东部时间1月11日下午12时30分左右，联合友军在 叙利亚境内对极端组织"伊斯兰国"的多处目标发动大规模打击，此次行动是"鹰眼打击行动"的组成部 分。 该行动由特朗普总统于2025年12月19日下令发起，旨在回应2025年12月13日极端组织在叙利亚巴尔米拉 对美军及叙利亚政府军发动的致命袭击，当时造成两名美军士兵与一名美国平民翻译遇难。 此前市场消息已显示美军正对叙利亚境内的"伊斯兰国"发起军事打击。 企业动态方面，特斯拉CEO埃隆·马斯克宣布，将于7天内将新的算法（包括用于确定向用户推荐自然 帖子和广告帖子的所有代码）开源，此流程将每4周重复一次，并附有详细开发者说明。 中东局势方面，巴勒斯坦伊斯兰抵抗运动（哈马斯）发言人哈齐姆·卡西姆于当地时间1 ...

Group 1 - Xiaomi's CEO Lei Jun highlighted that the SU7 is the only electric sedan to surpass the Model 3 in sales, emphasizing the importance of product quality and performance [1] - Xiaomi aims to deliver over 410,000 vehicles in 2025, with a target of 550,000 units for 2026, indicating a strong commitment to the automotive sector [9] - The company has launched a promotional campaign for the YU7 model, offering a three-year interest-free financing option, with a down payment starting at 74,900 yuan and monthly payments as low as 4,961 yuan [9] Group 2 - Tesla has introduced a low-interest financing plan for the Model 3/Y/Y L, with down payments starting at 79,900 yuan and monthly payments as low as 1,918 yuan for the Model 3/Y [3] - The Model Y L is now available with a five-year zero-interest option, with a down payment of 99,900 yuan and monthly payments starting at 3,985 yuan [3] - The competitive landscape in the electric vehicle market is intensifying, with both Tesla and Xiaomi making significant moves to attract customers [1][3]

(相关资料图) 雷军最新发声。 1月10日，小米创始人、董事长兼CEO雷军在微博发文称："特斯拉确实强，但并非不可战胜！"雷军表 示，看了易车网销量排行榜，令他自豪的是，SU7是迄今为止唯一击败Model 3 的同档纯电轿车。"小米 YU7，上市仅6个月时间，销量和Model Y有差距。我相信，假以时日，YU7也能一较高下！ " 此前，雷军在今年首场直播中表示，小米汽车去年全年交付量超过41万辆，另据小米汽车公布的数据， 去年12月，小米汽车交付量突破了5万辆。对于2026年的交付目标，雷军定为55万辆。 此外，雷军还在直播中透露，小米SU7正式发布仅仅1年9个月时间，交付超过了36万辆车，月均超过 1.7万辆。 综合自：雷军微博 责编：万健祎 校对：刘榕枝 关键词： 雷军 不可战胜 小米汽车 知名企业 特斯拉(公司) ...

Group 1 - China's application for over 200,000 satellite frequency resources to the International Telecommunication Union (ITU) indicates a strategic move to enhance its commercial space industry and compete with SpaceX [2] - Foreign investment in Chinese assets is increasing, with JPMorgan heavily investing in companies like CATL and Innovent Biologics, reflecting confidence in China's economic recovery and the attractiveness of tech stocks [2] - The price surge in storage chips is impacting downstream consumer electronics, leading to price increases from major PC manufacturers and a downward revision of shipment expectations for smartphones and laptops [2] Group 2 - Over 40 banks have issued announcements for large-denomination time deposits, with a clear trend towards shorter maturities and declining interest rates, influenced by factors such as net interest margin pressure and monetary policy [3] - The State Council's investigation into the competitive landscape of food delivery platforms aims to address issues of excessive competition and promote fair practices within the industry [3] - The Ministry of Finance announced the cancellation of VAT export rebates for solar products starting April 1, 2026, which is expected to help eliminate low-quality competition and promote healthy industry development [3] Group 3 - Xiaomi's CEO Lei Jun announced that the Xiaomi SU7 is the only electric sedan to surpass the Tesla Model 3, with ambitious delivery targets set for 2025 and 2026 [4] - Jewelry brands are raising gold prices, with significant increases noted, and analysts predict continued upward movement in gold prices due to geopolitical tensions [5] - Tianpu Co. is under regulatory investigation for stock price manipulation following its ownership change and unclear statements regarding AI business plans, with a stock resumption scheduled [5]

（原标题：2025年德国电动车市场本土品牌份额增长） 德国明镜在线1月9日报道，2025年德国电动汽车市场格局发生明显变化，本土品牌占据主导，而特斯拉等部分品牌销量出现大幅下滑。大众 汽车以102339辆的纯电动车新注册量保持首位，同比增长65%。宝马以51878辆位列第二。斯柯达表现突出，销量翻倍至50823辆，已逼近宝马。 同属大众集团的奥迪也实现快速增长，位列第四，电动汽车销量增长86%，达40530辆。奔驰排名第五，销量为34719辆。与此同时，特斯拉销量 下降48%，仅为19390辆，排名从去年的第三位跌至第九。福特销量增长明显，达到27230辆。比亚迪注册量为11167辆，增长4倍，位列第15名。 ...