美东时间周一，美股高开后跳水，三大指数全线收跌。 | 道琼斯 | 纳斯达克 | 标普500 | | --- | --- | --- | | 48416.56 23057.41 | | 6816.51 | | -41.49 -0.09% -137.76 -0.59% -10.90 -0.16% | | | | 中国金龙 | 纳指100期货 | 标普500期货 | | 7582.05 | 25096.50 | 6823.75 | | -168.05 -2.17% -117.00 -0.46% -7.00 -0.10% | | | AI概念股继续承压，博通和甲骨文股价分别下跌超近5.6%和2.7%。大型科技股多数下跌，亚马逊、苹果跌、奈飞跌约1.5%。 | 而种 | 价格 | 价格(24h%) | | --- | --- | --- | | B BTC | $85906 | -2.76% | | + ETH | $2935.75 | -4.49% | | 를 SOL | $126.01 | -2.98% | | × XRP | $1.8807 | -5.32% | | HYPE | $27.598 | -4.84% ...

| 道琼斯 | 纳斯达克 标普500 | | --- | --- | | 48416.56 | 23057.41 6816.51 | | -41.49 -0.09% -137.76 -0.59% -10.90 -0.16% | | | 中国金龙 | 纳指100期货 标普500期货 | | 7582.05 | 25096.50 6823.75 | | -168.05 -2.17% -117.00 -0.46% --7.00 -0.10% | | AI概念股继续承压， 博通和甲骨文股价分别下跌超近5.6%和2.7%。大型科技股多数下跌，亚 马逊、苹果跌、奈飞跌约1.5%。 扫地机器人巨头、美国科技象征之一的iRobot跌72.69%， 一度触发熔断。 12月15日，iRobot 正式宣告破产，股票价值归零。（ 详情 ） 特斯拉涨3.56%， 市值一夜增加537亿美元（约合人民币3786亿元） 。据福布斯最新数据，埃 隆·马斯克身家达到了6770亿美元。 他也由此成为 历史上首位身家超过6000亿美元的人 ，此 前从未有人突破5000亿美元大关。 中概股普跌， 纳斯达克中国金龙指数跌2.17%，万得中概科技龙头指数 ...

Core Insights - James Foord is an economist with a decade of experience analyzing global markets, leading the investing group The Pragmatic Investor, which focuses on building diversified portfolios to preserve and increase wealth [1] Group 1: Company Overview - The Pragmatic Investor covers various sectors including global macro, international equities, commodities, technology, and cryptocurrencies [1] - The platform is designed to assist investors of all levels in their investment journey [1] Group 2: Features and Offerings - The Pragmatic Investor offers a portfolio, weekly market update newsletter, actionable trades, technical analysis, and a chat room for discussions [1]

早 报 精 选 宏 观 新 闻 1、 12月16日出版的第24期《求是》杂志将发表中共中央总书记、国家主席、中央军委主席习近平的重要文章《扩大内需是战略之 举》。文章指出，扩大内需既关系经济稳定，也关系经济安全，不是权宜之计，而是战略之举。实施扩大内需战略，是保持我国经济 长期持续健康发展的需要，也是满足人民日益增长的美好生活的需要。要加快补上内需特别是消费短板，使内需成为拉动经济增长的 主动力和稳定锚。 2、外交部网站公布了对岩崎茂采取反制措施的决定。对此，外交部发言人郭嘉昆在昨日主持的例行记者会上表示，台湾问题是中国 核心利益中的核心，是不可逾越的红线。中方坚决反对日本自卫队前统合幕僚长岩崎茂出任台湾当局所谓政务顾问，多次就此向日方 提出严正交涉，并对岩崎茂采取反制措施。 2、当地时间12月14日，一名X用户拍摄到一辆特斯拉Model Y在奥斯汀街头行驶的画面，车内似乎空无一人，甚至没有配备安全监 督员。特斯拉首席执行官埃隆·马斯克晚些时候对此回应称："测试正在进行中，车内没有人。"马斯克上周在一场活动上透露，特斯 拉Robotaxi将在三周内取消安全员，实现真正无人驾驶载客。 1、习近平：扩大内需是战略 ...

Core Viewpoint - Tesla's stock is being valued more like a technology company rather than a traditional automotive company, with analysts suggesting that electric vehicle delivery numbers may become less significant for its valuation going forward [1][2][7]. Group 1: Analyst Insights - Tesla reported record electric vehicle deliveries in Q3, driven by strong demand before the federal EV tax credit ended [2]. - Barclays analyst Dan Levy predicts that Tesla's fourth-quarter deliveries will be "soft" and may not impact the stock price significantly [3]. - Levy has raised his price target for Tesla from $275 to $350, maintaining an Equal Weight rating [3]. Group 2: Future Projections - Gene Munster from Deepwater Management forecasts a 7% decline in Tesla's 2025 deliveries, predicting flat to 5% growth in 2026, contrasting with a Street estimate of 16% year-over-year growth [4]. - The focus on Tesla's growth may shift towards technology advancements such as robotaxis, Full Self-Driving (FSD), and the Optimus Bot, as emphasized by CEO Elon Musk [5][6]. Group 3: Market Sentiment - The shift in focus from vehicle deliveries to technology could be beneficial for investors, especially as Tesla faces declining sales and weaker demand in markets like China [4]. - Analyst notes suggest that Tesla's valuation may increasingly reflect its technological potential rather than traditional automotive metrics [7].

Buffett has made the same move over and over for the past few years.Warren Buffett is known for his love of investing in stocks. Yet, over the past few years, he's been doing more selling than buying. The billionaire chairman and chief executive officer of Berkshire Hathaway has been a net seller of stocks over the past 12 consecutive quarters, a move that could be seen as a warning to Wall Street as the S&P 500 marches higher. The major benchmark, driven by artificial intelligence (AI) stocks, climbed over ...

Core Viewpoint - The automotive industry is facing a significant shift towards software-related issues, with software defects now accounting for a substantial portion of vehicle recalls, indicating a systemic risk that must be addressed through enhanced cybersecurity measures and a holistic approach to safety [7][15][19]. Group 1: Software-Related Recalls - In 2024, the total number of vehicles recalled globally due to software issues is projected to reach 13.4 million, which is over four times the number from 2023, representing 46% of all recalls [7][15]. - The ratio of recalls due to software defects is now nearly equal to that of traditional mechanical design defects, highlighting the growing importance of software safety in the automotive sector [7][15]. Group 2: Cybersecurity and Systemic Risks - The transition towards "new four modernizations" in the automotive industry, including electrification and connectivity, has expanded the attack surface for vehicles, necessitating urgent exploration of cybersecurity measures [7][9]. - Experts emphasize the need for a comprehensive, system-wide approach to automotive cybersecurity, integrating security from the ground up in the development process rather than as an afterthought [10][12]. Group 3: AI and Future Challenges - AI is seen as both an enabler and a potential source of unforeseen challenges in automotive cybersecurity, with the rapid evolution of AI technologies posing risks that are not yet fully understood [18][19]. - The integration of AI into automotive systems requires a reevaluation of existing security frameworks, as traditional methods may not adequately address the complexities introduced by AI [54][56]. Group 4: OTA Security Measures - Companies are implementing various strategies to ensure the security of Over-The-Air (OTA) updates, including dual backup systems and real-time user feedback during the update process [40][44]. - The balance between user experience and safety is critical, with companies prioritizing safety over convenience when necessary [41][44]. Group 5: Collaboration and Testing - Collaboration with third-party security firms for testing and validation is common, as companies recognize the need for external expertise in identifying vulnerabilities [50][51]. - Continuous testing and updates are essential for maintaining security throughout the vehicle's lifecycle, akin to regular health check-ups for humans [55].

Teslafornia, Tesla Tesla Tesla https://t.co/HtHP9GAyQ4 ...

On Dec. 15, 2025, investors weighed fresh robotaxi trials and AI ambitions against mounting questions over Tesla’s rich valuation.NASDAQ : TSLATeslaToday's Change( 3.56 %) $ 16.35Current Price$ 475.31Key Data PointsMarket Cap$1.5TDay's Range$ 467.66 - $ 481.7752wk Range$ 214.25 - $ 488.54Volume114MAvg Vol86MGross Margin17.01 %Tesla (TSLA +3.56%) closed Monday’s session at $475.31, up 3.56%. Trading volume reached 113.6 million shares, nearly 30% above its three-month average of 86.7 million shares.How the m ...

Gary, your timing is always impeccable. You just had these headlines drop, my friend. Ford taking a $19.5% billion charge to write down EV investments, at least initially here.I see the stock popping about one and a half% here in the after hours. What is your immediate response reaction to that news, Garrett. >> Sure.Thanks for having me. I think the only thing that's really surprising is the magnitude. The 19.5% billion is is larger than we would expect.Um, I think uh it was said 8 billion of that was was ...