Retail investors talked up five hot stocks this week (Jan. 2 to Jan. 9) on X and Reddit's r/WallStreetBets, driven by retail hype, AI buzz, and corporate news flow.The stocks, GameStop Corp. (NYSE:GME), Nvidia Corp. (NASDAQ:NVDA), Strategy Inc. (NASDAQ:MSTR), Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL), and Tesla Inc. (NASDAQ:TSLA), spanning gaming, crypto, semiconductor, AI, cloud, and automotive, reflected diverse investor interests.GameStopGME announced a massive, fully performance-based compensation pack ...

"特斯拉确实强，但并非不可战胜！" 雷军的底气，来自小米SU7实打实的市场表现。作为小米汽车的首款车型，SU7自上市以来，就以其出 色的产品力和品质赢得了市场的认可。 1月10日，雷军在社交媒体上的一句话，如同一颗投入湖面的巨石，瞬间激起了整个汽车行业的千层 浪。 他直接晒出了易车网的销量排行榜，并自豪地宣布："小米SU7是迄今为止唯一击败Model 3的同档纯电 轿车！"这一宣言，标志着小米正式向全球新能源汽车的标杆发起了正面挑战。 | 4 | 星愿 | 36147辆 | | --- | --- | --- | | J 1 | | | | 5 | 钛7 | 34086辆 | | 47 | | | | റ | 问界M7 | 29368辆 | | 14 | | | | 7 | 宏光MINIEV | 29365辆 | | 1 e | | | | 8 | Model 3 | 27969辆 | | 41 | | | | 9 | 海狮06 | 24380辆 | | 42 | | | | 10 | 轩逸 | 23964辆 | | 1 e | | 头会 @数码八叔 | | の営在 | | 买新车 上易车 | | 2025年 ...

Core Viewpoint - Tesla's recent decline in EV deliveries is concerning, but there are strong indicators that sales will rebound in 2026, strengthening the investment case for the stock. Group 1: Sales Performance - Tesla experienced an 8.5% drop in full-year EV deliveries for the year [1] - The Model Y refresh significantly impacted sales, with the Model Y being responsible for over a quarter of total EV sales in the U.S. [2][4] - Model 3 sales rose by 17.6% in the first nine months of 2025, indicating that the sales decline is primarily a Model Y issue [5] Group 2: Future Projections - Annualizing fourth-quarter deliveries results in 1.67 million deliveries, while the second half annualized to 1.83 million deliveries, with a Wall Street analyst consensus for 2026 at 1.75 million [8] - The rollout of the Juniper Model Y and the introduction of more affordable versions are expected to improve sales in 2026 [6] Group 3: Technological Advancements - The potential introduction of robotaxis and regulatory approvals for Full Self-Driving (FSD) software will enhance the value proposition of Tesla's EVs [9][10] - Lower interest rates are anticipated to benefit vehicle sales, making EVs more affordable [11] Group 4: Investment Implications - The return to growth in EV sales is crucial for Tesla's narrative and will help counteract negative perceptions from declining sales [12] - Increasing production volume is essential for margin expansion and reducing EV production costs, ensuring affordability [12]

Core Insights - The YieldMax TSLA Option Income Strategy ETF offers a high distribution rate of 50.21%, attracting income-focused investors despite Tesla not paying dividends [1][2] - The ETF utilizes a covered call strategy, which generates income but limits upside potential [4] - An alternative, the NEOS Nasdaq-100 High Income ETF, provides a lower yield of 14.01% but pays monthly dividends and has shown better performance in terms of drawdowns [6][7] Group 1: YieldMax TSLA Option Income Strategy ETF - The ETF concluded 2025 with a remarkable distribution rate of 50.21% [1] - Tesla shares experienced a decline of 9.75% due to a drop in fourth-quarter deliveries, impacting the YieldMax ETF, which fell 10.69% [3] - The ETF's strategy of using covered calls caps potential upside, which is explicitly stated by the issuer [4] Group 2: NEOS Nasdaq-100 High Income ETF - The NEOS ETF is actively managed and also employs covered calls to enhance income, but pays a monthly dividend [6] - Despite a lower yield of 14.01%, the NEOS ETF has a smaller drawdown compared to both the Nasdaq-100 and the YieldMax ETF [7] - Since its launch, the NEOS ETF has returned 41.53%, closely trailing the Nasdaq-100's 46.04% gain [10]

（原标题：冲上热搜！雷军："特斯拉确实强，但并非不可战胜"） 综合自雷军微博 雷军说"特斯拉确实强，但并非不可战胜"的话题，冲上微博热搜。 1月10日，小米董事长兼CEO雷军发文称："看了易车网销量排行榜：特斯拉确实强，但并非不可战胜！ 我自豪的是，SU7是迄今为止唯一击败Model 3 的同档纯电轿车！出色的产品力和品质，才会有这样的 销量。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！" ...

证券研究报告 | 2026年01月11日 2026年01月10日 美股市场速览 弱于大市 资金涌入科技巨头，小盘消费开始发力 价格走势：整体回升，小盘与消费发力 本周，标普 500 涨 1.6%，纳斯达克涨 1.9%。 风格：小盘成长（罗素 2000 成长+4.7%）＞小盘价值（罗素 2000 价值+4.5%） ＞大盘价值（罗素 1000 价值+2.5%）＞大盘成长（罗素 1000 成长+0.9%）。 21 个行业上涨，3 个行业下跌。上涨的主要有：零售业（+8.4%）、耐用消 费品与服装（+5.2%）、材料（+4.9%）、食品与主要用品零售（+4.1%）、 商业和专业服务（+3.7%）；下跌的主要有：技术硬件与设备（-3.2%）、公 用事业（-1.5%）、电信业务（-0.2%）。 资金流向：资金集中涌入科技巨头 本周，标普 500 成分股估算资金流（涨跌额 x 成交量）为+130.2（亿美元， 下同），上周为-30.2，近 4 周为+202.6，近 13 周为+201.8。 20 个行业资金流入，4 个行业资金流出。资金流入的主要有：半导体产品与 设备（+27.6）、技术硬件与设备（+17.2）、零售业（+ ...

| 辅导协议签署 2025年12月31日 | | --- | | 时 间 | | 辅 导 机 构 中信证券股份有限公司(以下简称"中信证券") | | 律师事务所 国浩律师(杭州)事务所(以下简称"国浩律师") | | 会计师事务所 天健会计师事务所(特殊普通合伙)(以下简称"天健会计师") | 据证监会官网，杭州新剑机电传动股份有限公司（下称"新剑传动"）于1月9日启动上市辅导，中信证券担任辅导机构。 因与特斯拉Optimus产业链的密切关系，新剑传动此前虽未上市，但在产业界和投资界仍拥有极高的知名度。多位券商分析师称，新剑传动为人形机器人 T链（即"特斯拉"）的一级供应商。 | 朝 导对象 | | 杭州新剑机电传动股份有限公司(以下简称"新剑传动") | | | --- | --- | --- | --- | | 成立 日 | 期 | 1999年1月8日 | | | 注册资本 | | 8,397.17万元 单新平 | 法定代表人 | | 注册地址 | | 浙江省杭州市临安区青山湖街道滨河路 17号 1幢 17层 | | | 控股股东及持 股 比 例 | | 上海新剑资产管理有限公司持有公司 29.40%股 ...

Group 1 - Geely is considering expanding into the US market, with brands like Zeekr and Lynk & Co as potential candidates for entry [2] - Geely's global communications director indicated that an announcement regarding the US expansion could come within the next 24 to 36 months, with the main concern being the timing and locations for entry [2] - Geely has not yet sought a production base in the US but suggested that Volvo's assembly plant in South Carolina could be an ideal location [2] Group 2 - Lei Jun stated that Tesla is not invincible, highlighting that the SU7 is the only electric sedan to have beaten the Model 3 in sales [2] - Lei Jun expressed pride in the SU7's product quality and performance, which contributed to its sales success [2] - He also mentioned that the YU7, launched six months ago, has a sales gap compared to the Model Y, but he believes it will compete effectively in the future [2] Group 3 - BAIC Group has launched a pilot operation for L3 vehicles, with plans to gradually open it to individual users by the second quarter of 2026 [2] - The pilot will initially focus on B-end operations to ensure safety, with the first vehicles set to operate in designated areas of major highways [2] Group 4 - The new generation of the SU7 will be equipped with Xiaomi's Super Electric Motor V6s Plus, which will enhance production efficiency and shorten delivery times [2] - The motor will be supplied by a collaboration between "United Microelectronics" and "Huichuan," with plans to introduce self-developed motors in the future [2]

据证监会官网，杭州新剑机电传动股份有限公司（下称"新剑传动"）于1月9日启动上市辅导，中信证券担任辅导机构。 | 导对象 辅 | | 杭州新剑机电传动股份有限公司(以下简称"新剑传动") | | --- | --- | --- | | 成立 日 | 期 | 1999年1月8日 | | 注册资本 | | 8,397.17 万元 法定代表人 单新平 | | 注册地址 | | 浙江省杭州市临安区青山湖街道滨河路 17号 1幢 17层 | | 控股股东及持 股 比 例 | | 上海新剑资产管理有限公司持有公司 29.40%股份 | | 行业分类 | | 在其他交易场 C34 通用设备制造业 所(申请)挂牌 元 | | | | 或上市的情况 | | 备 | 注 | 元 | | 辅导协议签署 2025年12月31日 | | --- | | 时 间 | | 辅 导 机 构 中信证券股份有限公司(以下简称"中信证券") | | 律师事务所 国浩律师(杭州)事务所(以下简称"国浩律师") | | 会计师事务所 天健会计师事务所(特殊普通合伙)(以下简称"天健会计师") | 辅导备案报告显示，新剑传动行业分类为C34通用设备制造 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 据证监会官网，杭州新剑机电传动股份有限公司（下称"新剑传动"）于1月9日启动上市辅导，中信证券 担任辅导机构。 因与特斯拉Optimus产业链的密切关系，新剑传动此前虽未上市，但在产业界和投资界仍拥有极高的知 名度。多位券商分析师称，新剑传动为人形机器人T链（即"特斯拉"）的一级供应商。 | 辅导对象 | | 杭州新剑机电传动股份有限公司(以下简称"新剑传动") | | | | --- | --- | --- | --- | --- | | 成立 н | 期 | 1999年1月8日 | | | | 注 数 资 本 | | 8,397.17 万元 | 法定代表人 | 单新平 | | 注 费 地 址 | | 浙江省杭州市临安区青山湖街道演河路17号1幢17层 | | | | 控股股东及持 股 比 例 | | 上海新剑资产管理有限公司持有公司 29.40%股份 | | | | 行 业 分 类 C34 通用设备制造业 | | | 在其他交易场 所(申请)挂牌 | 无 | | | | | 或上市的情况 | | | 香 注 | | 元 | | | ...