仅 Meta(META.US)一家公司就披露了今年高达 1350 亿美元的支出雄心——这是商业领域规模最大的计 划支出之一。其供应商也做出了相应回应：周四，SK 海力士表示计划"大幅增加"资本支出，三星也表 示将加大存储芯片生产能力的投入。 与此同时，只要公司能够展示出增长，投资者就会继续回报这种雄心。微软(MSFT.US)在披露云计算服 务增长放缓后，股价下跌了 6.1%，而 Meta 则上涨了 6.6%。 本周，一系列行业巨头公布的财报强调了市场对 AI 硬件的需求是多么旺盛，并且这种势头很可能会延 续到 2026 年。 Meta、微软以及亚马逊(AMZN.US)和 Alphabet(GOOGL.US)等同行超大规模云服务商，正在推动全球范 围内对芯片、服务器和计算机的采购浪潮，这点燃了全球硬件供应商的热情，尤其是在亚洲。 智通财经APP注意到，全球最大的科技公司表现出对 AI 支出毫不减弱的迹象，这一创纪录的浪潮正推 动着三星电子和 SK 海力士等硬件供应商的发展。尽管人们对于人工智能需求是否具有持久性，以及能 否支撑起如此巨额的资本支出仍持怀疑态度。 存储芯片制造商正将生产线转向利润丰厚的高带宽内存( ...

每经AI快讯，1月29日，财报公布后，Meta在法兰克福市场股价上涨6.9%；特斯拉股价在法兰克福盘前 上涨1.8%。 ...

本文源自：金融界AI电报 特斯拉股价在法兰克福盘前上涨1.8%。 ...

Core Insights - Tesla shares increased by 1.8% in Frankfurt following the announcement of a $2 billion investment in CEO Elon Musk's artificial intelligence company, xAI [1] - The announcement also included updates on production plans for Tesla's Cybertruck [1] Company Summary - Tesla is committing $2 billion to xAI, indicating a strategic focus on artificial intelligence [1] - The rise in Tesla's stock price reflects positive market sentiment regarding this investment and its potential impact on future growth [1] Industry Summary - The investment in AI aligns with broader industry trends where technology companies are increasingly integrating AI into their operations [1] - The automotive sector is witnessing a shift towards AI-driven innovations, particularly in electric vehicles [1]

Remy Cointreau's third quarter sales returned to growth and beat market forecasts on Thursday, driven by improving sales in the key U.S. market and of its main product, cognac. ...

Fourth-quarter net profit rose to $1.27 billion from $987 million in the prior year on revenue that grew 9%. ...

加通贝祥将特斯拉目标价从551美元下调至520美元。 ...

Core Insights - Analysts have provided mixed perspectives on Tesla Inc.'s fourth-quarter earnings, highlighting various strategic shifts and market expectations. Group 1: Analyst Perspectives - Gary Black anticipates a 2-3% rise in Tesla shares following the earnings call [2] - Ross Gerber describes the earnings as marking the "end of an era" for Tesla, emphasizing the company's shift towards autonomous vehicles and the need for significant investment and time for this transition [3] - Gene Munster notes that Tesla's Full Self-Driving (FSD) system has shown remarkable improvement, but the shift to FSD subscriptions may reduce auto margins to 16% [3] Group 2: Market Expectations and Performance - Munster indicates that Tesla's confidence in the FSD system has led to plans for Robotaxi expansion in multiple cities this year, with market estimates suggesting a 7% increase in deliveries, although he expects deliveries to remain flat [4] - Tesla is focusing on higher volume models, which is viewed positively for the company's future [4] - Tesla's stock price increased by 2.01% to $440.13 during overnight trading [5]

Core Viewpoint - Tesla is shifting its focus from electric vehicle production to robotics, announcing the discontinuation of the Model S and Model X to allocate resources for manufacturing Optimus robots, following its first annual revenue decline [1]. Group 1: Production Changes - Tesla will cease production of the older Model S and Model X vehicles to repurpose factory space for its Optimus robots [1]. - The company is facing challenges in its transition to self-driving cars and robotics, with plans for Cybercabs (robotaxis) hindered by capacity issues and regulatory hurdles [3]. Group 2: Financial Investments - Tesla's investment is set to more than double to $20 billion this year, with $2 billion allocated to its artificial intelligence division, xAI [2]. - The increased spending aims to fulfill promises made by CEO Elon Musk regarding the company's transition towards advanced technologies [3]. Group 3: Market Position and Competition - Tesla is exploring new revenue streams as competition in the electric vehicle market intensifies, particularly with BYD surpassing Tesla to become the world's largest EV manufacturer [5]. - The company has experienced revenue and profit declines due to backlash against Musk's cost-cutting measures and competitive pricing from rivals [5][6]. Group 4: Stock Performance and Investor Sentiment - Tesla shares rose by 2% in after-hours trading, reflecting cautious gains attributed to AI-driven turnaround plans [11]. - There are concerns among investors regarding Musk's ability to manage multiple ventures, including a potential public offering for SpaceX [11].

Core Viewpoint - U.S. stock futures are trading higher, with Microsoft and Apple expected to attract investor attention due to their recent financial performances [1] Group 1: Microsoft Corp. (NASDAQ:MSFT) - Microsoft reported second-quarter revenue of $81.3 billion, representing a 21% year-over-year increase, surpassing the Street consensus estimate of $80.25 billion [1] - The company achieved non-GAAP earnings per share of $4.14, exceeding the Street consensus estimate of $3.86 [1] - Despite the strong financial results, Microsoft shares fell 6.1% to $452.04 in after-hours trading [1] Group 2: Apple Inc. (NASDAQ:AAPL) - Analysts anticipate Apple to report quarterly earnings of $2.67 per share on revenue of $138.42 billion [1] - Apple shares experienced a slight increase of 0.1%, reaching $256.79 in after-hours trading [1]