BEIJING—China cemented its global lead in electric vehicles in 2025 with local brands grabbing further share from foreign carmakers in the world’s biggest car market. Nearly 13 million full EVs and plug-in hybrids were sold in China last year, accounting for 54% of the market. Because the leading EV makers—apart from Tesla (TSLA)—are Chinese companies such as BYD and Geely (GELYF), the electrification trend helped Chinese brands take nearly two-thirds of the passenger-car market. Most Read from The Wall ...

2025（第二十届）中国品牌人物年会于12月28日-30日在深圳盛大举行，由品牌联盟、华夏文化促进会 主办，深圳市企业联合会、深圳工业总会、学习型中国论坛、全球博研同学及LOOKWE|全球外交官中 国文化之夜会联合主办。本次盛会以"谁为中国赢得尊敬"为主题，通过开幕式、主论坛、荣耀盛典及闭 门夜话等系列活动，共同回顾中国品牌发展的光辉历程，展望未来品牌建设的新趋势与新机遇。 荣耀盛典上，中国公共关系协会副会长、中国石化原新闻发言人吕大鹏发布了《TopBrand 2025世界品 牌人物500强》榜单，并对上榜品牌人物的总体特征进行了分析解读。该榜单已连续第三年向社会公开 发布。 榜单显示，埃隆·马斯克、黄仁勋、谢尔盖·布林成为2025世界品牌人物500强前三甲。马克·扎克伯格、 泰勒·斯威夫特、比尔·盖茨、萨姆·奥尔特曼、拉里·埃里森、任正非、勒布朗·詹姆斯分居4-10名。 据悉，品牌联盟为了表彰在世界内贡献突出的品牌人物，选取10000余位具有世界影响力的品牌人物为 样本，根据品牌人物的行业话语权、社会影响力、社会责任感、公众形象和关注度等重要指标，综合评 估品牌人物指数，最终按照评估结果公布位居前500的品 ...

根据美国汽车网站Electrek报道，基于欧洲主要市场的汇总注册数据，特斯拉2025年在欧洲的全年销量从2024年约32.6万辆降至23.5万余辆，同比下跌 27.8%。这种下滑在其核心市场德国和英国尤为明显。 丢掉2025年纯电动车全球年销量冠军后的特斯拉，在其重要的海外市场——欧洲，也正面临着严峻挑战。 另一方面，欧洲新能源汽车市场的格局，正受到政策环境变化的深刻影响。2025年底，欧盟委员会提议放宽原定的2035年"禁售燃油车"目标，将新车"零排 放"要求调整为较2021年"减排90%"。这一政策转向，为插电式混合动力汽车（PHEV）等非纯电技术路径在2035年后的销售留出了明确空间，也给专注纯电 路线的车企带来了新的课题。 市场的真实选择已经反映了这一趋势。根据欧洲汽车制造商协会（ACEA）的数据，在2025年前11个月，纯电动汽车在欧盟的市场份额为16.9%；而混合动 力汽车（包括PHEV和HEV）的市场份额则高达34.6%，继续成为欧盟消费者的首选。增长势头也证明了这一点：2025年1月至9月，欧洲及英国的PHEV新车 销量同比增长32%，达到约92万辆；同期纯电动车销量增长25%，为180万辆。 ...

Group 1 - XPeng Motors officially launched the 100,000th unit of the P7+ on January 9, and the first delivery ceremony for the 2026 model was held, marking the start of the "XPeng AI Technology Manufacturing Journey" project [2] - Tesla's Model 3 Standard version has been launched in the UK and the Middle East as of January 9 [2] - Zhao Changjiang, now the marketing general manager of the brand Zhijie under Chery and Huawei, predicts that the Zhijie V9 will have no competitors for at least three years [2] - General Motors announced an additional charge of approximately $6 billion due to adjustments in its electric vehicle business, following a broader reassessment of EV capacity and production layout [2]

Israel Englander, a highly successful hedge fund manager, sold Palantir and bought Tesla in the third quarter.Billionaire Israel Englander is the founder and CEO of Millennium Management, a hedge fund that beat the S&P 500 (^GSPC +0.01%) by about 39 percentage points over the past three years. In fact, Millennium is the third most successful hedge fund in history as measured by net gains, according to LCH Investments.That makes Englander and his team a good source of inspiration for individual investors, an ...

本文源自：金融界AI电报 美股大型科技股盘前涨跌互现，谷歌A涨0.2%，特斯拉涨0.1%，微软、英伟达、苹果持平，Meta跌 0.1%，亚马逊跌0.2%。 ...

Core Insights - The article discusses the performance and outlook of the "Magnificent Seven" companies, highlighting a strong growth stock and a pricey industry leader that investors should be cautious about in 2026 [1][3]. Group 1: Magnificent Seven Overview - The "Magnificent Seven" includes Nvidia, Apple, Alphabet, Microsoft, Amazon, Meta Platforms, and Tesla, which have significantly outperformed the S&P 500 over the past decade [2]. - Over the last 10 years, the S&P 500 has increased by 236%, while Meta Platforms has risen by 522%, and Nvidia and Tesla have seen extraordinary gains of 22,820% and 2,640%, respectively [2]. - These companies possess sustainable competitive advantages, such as Alphabet's 90% control of global internet search and Nvidia's dominance in AI-accelerated data centers [2]. Group 2: Meta Platforms as a Buy - Meta Platforms is identified as the stock to buy in 2026, with a strong user base of 3.54 billion daily users across its apps, making it a leading choice for advertisers [5][6]. - The company has a robust cash position, ending September with nearly $44.5 billion in cash and equivalents, allowing for investment in growth initiatives without immediate monetization [9]. - Meta's valuation is attractive at 22 times forward-year earnings per share, with potential sales growth of up to 20% in 2026 [10]. Group 3: Tesla as a Stock to Avoid - Tesla is highlighted as a stock to avoid in 2026, despite its significant market cap of nearly $1.5 trillion and profitability over the past five years [11][12]. - The company's vehicle operating margin has been declining, and it has had to reduce prices due to increasing competition and weaker global demand for EVs [13]. - A large portion of Tesla's profits comes from unsustainable sources, such as regulatory credits and interest income, rather than core EV sales [15]. - The company's high valuation at nearly 200 times EPS, with expected sales declines of 3% in 2025, raises concerns for investors [17].

智通财经APP获悉，1月9日，乘联分会发布2025年12月份全国乘用车市场分析。12月全国乘用车市场零售226.1万辆，同比下降14.0%，环比增长1.6%。今 年以来累计零售2,374.4万辆，同比增长3.8%。 2025年全国乘用车批发增速8.8%，新能源乘用车批发增速25.2%，圆满实现"十四五"的新能源车市增长预期。随着新能源车辆购置税免税政策年末到期， 12月车市理应步入年末抢购阶段，但大多数省市以旧换新政策预算资金池告罄，形成购车优惠的对冲效应，又叠加汽车以旧换新政策的调整，市场走势分 化明显。近期，全国大多数省份置换更新与以旧换新补贴出现不同程度的深度调整，加剧了消费者的观望情绪，也为十二月车市带来了较大的减速蓄势。 随着上游碳酸锂涨价炒作，有色原材料普遍涨价，下游需求不旺，整车企业生存压力日益加大。部分厂商及时调降生产节奏，降低库存，为"十五五"开门 红积蓄动能。 2025年12月乘用车市场的特征：一、12月乘用车厂商生产、批发走势稳健，主流厂商顺势减压；二、车购税免税到期带动车企新能源零售表现突出，新能 源零售创历史新高；三、今年新车批量上市，叠加"反内卷"工作推进遏制了无序降价，12月新能 ...

Core Insights - The report by Omdia highlights the dominance of Chinese manufacturers in the humanoid robot market, with Zhiyuan leading with over 5,100 units shipped, capturing 39% of the global market share [1] - By 2025, the top six humanoid robot manufacturers will all be Chinese, collectively accounting for 86.9% of global shipments [1] Group 1: Market Performance - In 2024, total shipments of humanoid robots are projected to be 2,300 units, increasing to 13,318 units in 2025 [2] - The report indicates that the humanoid robot index rose by 1.66%, with significant stock price increases for companies like Jizhi Co. and Hongxun Technology [3] Group 2: Industry Developments - At CES 2023, several Chinese humanoid robot companies showcased their products, including Zhiyuan's launch of the Genie Sim 3.0 platform, which enhances model training and application [4] - Other companies like Unitree and Fourier Intelligence also presented their latest humanoid robots and solutions, indicating a strong presence in the market [4][5] Group 3: Future Projections - Omdia predicts exponential growth in the humanoid robot market, with global shipments expected to reach 2.6 million units by 2035 [6] - Companies like Zhiyuan and Tesla are positioned as leaders in the industry, driving rapid development and innovation [6] Group 4: Strategic Investments - Companies are actively investing in humanoid robotics, with Hongrun Construction and Guoji Precision Engineering announcing partnerships and new product lines aimed at enhancing their market positions [7] - The domestic humanoid robot shipment is expected to rise to 62,500 units by 2026, marking a significant milestone for the industry [7]

周五，据彭博报道，获得的财务文件显示，xAI在2025年第三季度净亏损14.6亿美元，较第一季度的10 亿美元大幅增加。尽管该季度营收环比几乎翻倍至1.07亿美元，但公司仍处于大规模投资阶段，用于建 设数据中心、招募人才和开发软件。 马斯克旗下人工智能初创公司xAI正以惊人速度消耗现金，内部文件显示，该公司在2025年前九个月支 出78亿美元，平均每天烧掉约2800万美元，同时季度亏损持续扩大，最终目标是开发能够驱动特斯拉人 形机器人Optimus的自主人工智能系统。 在最近一次与投资者的电话会议上，xAI高管透露，公司核心重点是快速构建AI代理和其他软件产品， 这些产品将最终整合到名为"Macrohard"的纯AI软件公司，并为特斯拉的人形机器人Optimus提供动力 支持。 xAI刚刚完成200亿美元的股权融资，投资方包括英伟达、Valor Equity Partners和卡塔尔投资局，公司 估值达到2300亿美元。这笔资金预计将支撑公司未来一年或更长时间的运营，因为其月度投资支出仍控 制在10亿美元以内。 亏损扩大但营收增长 xAI的财务数据呈现出典型的高速增长型AI初创公司特征。第三季度营收达到1.0 ...