| 道琼斯工业 | 纳斯达克指数 | 标普500 | | --- | --- | --- | | 49015.60 | 23857.45 | 6978.03 | | +12.19 +0.02% | +40.35 +0.17% | -0.57 -0.01% | | 美国科技七巨头 | 中概科技龙头 | 中国金龙 | | 67018.39 | 4458.88 | 7892.01 | | +125.23 +0.19% | +27.93 +0.63% | +25.40 +0.32% | 具体来看，科技七巨头涨跌互现，英伟达涨超1%，亚马逊、苹果、脸书均下跌约0.7%。 盘后，特斯拉、Meta和微软率先公布财报。 记者丨曾静娇 编辑丨刘雪莹 美东时间周三，美股三大指数收盘涨跌不一，标普500指数盘中一度突破7000点大关。存储概念股走高，热 门中概股涨跌不一。美联储"按兵不动"，黄金势如破竹站上5400美元，国际油价集体飘红。 特斯拉 第四季度调整后每股收益0.5美元，高于预期； 全年营收同比下降3%，这是该公司有史以来首次 出现年度营收下滑的情况。 截至北京时间1月29日6:20，其盘后股价涨近4%。 据财联社报道， ...

虽然特斯拉四季度营收由三季度的两位数同比大增转为下滑，但储能部署装机量创纪录，应被市场视为短期内对冲汽车端下行的"硬支撑"。更重要的 是，特斯拉强调"物理 AI"进展与对外投资。 Q4特斯拉营收同比由增转降3%、略低于预期、首次年度营收下滑，当季EPS盈利降17%仍强于预期，毛利率升破20%，储能部署增29%至新高 14.2GWh；1月开始在奥斯汀限量提供无安全监督员的Robotaxi服务；Cybercab、Semi卡车、新储能系统Megapack 3均按计划将今年开始量产； Optimus第一代生产线正在铺设，目标今年底开始量产；预计Q1完成20亿美元认购xAI股票交易。特斯拉股价盘后一度涨超4%。 特斯拉四季度营收由三季度的两位数同比大增转为下滑，电动车交付量连续第二年下滑，成为营收与汽车毛利承压的主要原因，但EPS盈利高于预期， 能源与服务业务继续放量，披露投资xAI、无人驾驶出租车Robotaxi等"物理 AI"相关业务的进展。 盘后公布财报后，股价盘后跳涨，盘后涨幅曾超过4%。盘后上涨更像是源于特斯拉短期的业绩并没有太差，长期的叙事——Robotaxi/Optimus/xAI方 面继续给估值提供想象 ...

本文源自：金融界AI电报 特斯拉首席财务官：预计2026年的资本支出将超过200亿美元。 ...

当地时间1月28日，特斯拉发布第四季度财报显示，营收249.0亿美元，同比减少3.1%；经营利润14.1亿 美元，同比减少11%；自由现金流14.2亿美元，同比减少30%；毛利率20.1％；每股收益0.24美元，上年 同期0.66美元；第四季度调整后每股收益0.50美元，上年同期0.73美元。 特斯拉盘后涨近4%。 ...

加入轩辕同学 ， 成就新汽车人! 设计 | 常 笑 撰文 | 张 南 编辑 | 黄 大 路 2026年1月27日，欧洲汽车制造商协会（ACEA）发布的终端注册数据，为全球汽车产业写下历史性一笔。 2025年12月，欧盟乘用车市场纯电动汽车（BEV）销量达217,898辆，同比激增51%，市场份额升至22.6%；同期汽油车销量为216,492辆，同比下 滑19.2%。 这是欧盟市场纯电动车销量首次超越燃油车，标志着欧洲汽车工业正式迈入"电动化主导"的新纪元。 | | | BATTERY ELECTRIC | | | | PLUGHN HYBRID | | | HYBRID ELECTRIC' | | | OTHERS | | | PETROL | | | DIESEL | | | 119TAL | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | Decembe | Dec ...

I am a market enthusiast and part-time trader. I started writing for Seeking Alpha in 2011, and it has been a tremendous opportunity and learning experience. I have been interested in the markets since elementary school, and hope to pursue a career in the investment management industry. I have been active in the markets for several years, and am primarily focused on long/short equities. I hold a Bachelor of Science Degree from Lehigh University, where I double majored in Finance and Accounting, with a minor ...

格隆汇1月29日｜特斯拉第四季度的营收下降了3%，该公司也失去了全球最大电动汽车制造商的地位， 被比亚迪取代。特斯拉公布该季度营收为249亿美元。2025年全年营收为948亿美元，同比下降3%。净 利润为8.4亿美元，同比下降61%。非GAAP的每股盈利为0.50美元，高于分析师预期的0.45美元。该季 度的自由现金流为14亿美元，同比下降30%，原因是特斯拉在机器人和人工智能研发方面投入巨大，但 这一结果仍好于分析师普遍预期的负值。特斯拉股价在盘后交易中上涨超过4%。此外特斯拉公布了向 xAI投资20亿美元，表明该公司对人工智能的关注度不断提升。 ...

Core Viewpoint - Tesla will discontinue the Model S and X in the next quarter, marking the end of its premium SUV and sedan models as the company shifts focus towards autonomy [1] Group 1: Company Strategy - The decision to end the Model S and X programs is described as an "honorable discharge," indicating a strategic pivot for Tesla towards future technologies [1] - CEO Elon Musk emphasized the importance of moving into a future based on autonomy, suggesting a significant shift in the company's product focus [1]

Group 1: Industry Trends - During the "14th Five-Year Plan" period, the sales revenue of China's new energy vehicle manufacturing is expected to grow at an average annual rate of 49.5%, while clean energy power generation sales revenue is projected to grow at 13.9% annually [1] - By 2025, the new energy vehicle manufacturing is anticipated to see a year-on-year growth of 14.3%, and the clean energy power generation sector's sales revenue is expected to increase by 17.3%, accounting for 38.5% of total electricity production sales revenue, up 6.9 percentage points from 2021 [1] Group 2: Company Performance - Tesla's new car registration in Europe for 2025 is reported at 238,656 units, reflecting a year-on-year decline of 26.9%. In the EU, the registration volume dropped by 37.9%, with market share decreasing from 2.3% in 2024 to 1.4% [2] - Zontai Automobile forecasts a net profit loss of between 281 million to 417 million yuan for 2025, an improvement from a loss of 1 billion yuan in the previous year. The ongoing losses are attributed to historical issues leading to a halt in vehicle production, alongside fixed costs that the company must bear [4] Group 3: Strategic Partnerships - Pony.ai has announced a partnership with Aitboda to establish a fully autonomous driving service fleet, focusing on high-end travel needs in urban and airport scenarios. The collaboration aims to leverage L4-level autonomous technology to create a differentiated competitive edge in the high-end market [3]

风险提示及免责条款 特斯拉将停产Model S和X，将生产线转至制造人形机器人Optimus。 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 ...