Core Insights - Tesla experienced a challenging 2025 with a decline in electric vehicle sales and slower share price growth compared to previous years [1] - CEO Elon Musk's track record suggests that he often achieves ambitious goals, making it risky to bet against him [1] Group 1: Self-Driving Technology - Tesla's robotaxis are now operational in Austin, Texas, with human safety monitors following in separate vehicles [2] - The global robotaxi market is projected to exceed 900,000 vehicles and reach a market value of approximately $100 billion by 2035 [3] - Tesla is competing with Waymo, which currently has a fleet of 2,500 vehicles, indicating a significant opportunity for Tesla in the robotaxi market [4] Group 2: Optimus Robots - Musk announced that Tesla's humanoid robots, known as Optimus, are expected to be available for public sale by the end of 2027 and will be utilized in factories this year [4] - Musk claims that Optimus robots could potentially add $20 trillion to Tesla's valuation, although this figure may be overly optimistic given the uncertainty of the market [5] - Production of both robotaxis and Optimus robots is anticipated to be "agonizingly slow" initially, with expectations for faster production rates later on [6]

Core Insights - Tesla experienced a challenging year in 2025, with a decline in electric vehicle sales and slower share price growth compared to previous years [1] - Despite the difficulties, CEO Elon Musk has a track record of achieving ambitious goals, making it risky to bet against the company [1] Group 1: Self-Driving Technology - Tesla's robotaxis are now operational in Austin, Texas, with human safety monitors following in separate vehicles [2] - The autonomous taxi market is expanding, with Tesla competing against Alphabet's Waymo, which has a larger operational scale [3] - The global robotaxi fleet is projected to exceed 900,000 vehicles and reach a market value of approximately $100 billion by 2035 [3] Group 2: Optimus Robots - Tesla's humanoid robots, known as Optimus, are expected to be available for public sale by the end of 2027, with initial use in factories this year [4] - Musk claims that Optimus robots could potentially add $20 trillion to Tesla's valuation, although this figure may be overly optimistic [5] - The production of both robotaxis and Optimus robots is anticipated to be "agonizingly slow" initially, with expectations of ramping up production later [6]

Tesla Stock: Earnings Are Due And What To Expect From Elon Musk's Big Call | Investor's Business DailyANALYSIS: [AI Bubble Or Boom? Wall Street Weighs In]Investors.com will undergo scheduled maintenance from 10:00 PM ET to 2:00 AM ET and some features may be unavailable. We apologize for any inconvenience.---Tesla (TSLA) reports fourth-quarter earnings and revenue after the stock market close Wednesday and all the attention will be on CEO Elon Musk and what he chooses to disclose during the conference call. ...

Tesla, Inc. (NASDAQ:TSLA) will release earnings results for its fourth quarter, after the closing bell on Wednesday, Jan. 28.Analysts expect the Austin, Texas-based company to report quarterly earnings at 45 cents per share, down from 73 cents per share in the year-ago period. The consensus estimate for Tesla's quarterly revenue is $24.78 billion, versus $25.71 billion a year earlier, according to data from Benzinga Pro.The company has beaten analyst estimates for revenue in two straight quarters and in fou ...

Microsoft, Meta and Tesla logos on blue tech backdrop, signaling mega-cap earnings impact on tech ETFs. Key Points Despite strength in pockets like memory chips, heavy weighting in underperforming Magnificent Seven names has kept XLK and QQQ stuck in consolidation. Microsoft, Tesla, and Meta's Jan. 28 earnings reports carry outsized influence as both ETFs sit just below key breakout levels. Guidance on AI spending, monetization, and profitability from these three leaders may determine whether tech brea ...

以下文章来源于泽平宏观商学 ，作者泽平宏观商学 泽平宏观商学 . 前沿科技企业实战研学 读万卷书行万里路 2025 年 12 月 用心打造最有品质的实战研学。读万卷书，行万里路。把教室搬到世界上最优秀的企业， 请最优秀的企业家和科学家讲课。顺势而为，把握机遇。正心正念，坚持做长期正确的 事！ 我们期待与更多的企业家朋友们携手同行，共赴 2026 实战研学之旅！ 泽 ZEP 平 INGM 宏 ACR 观 O RE 商 SEAR 学 CH 1-6月日程安排 · 2月27日 北京 国内头部智驾科技企业 人形机器人 年研学安 e(7-12月日程安排)e 型成 11月4日-11日 洛杉矶、拉斯维加斯、旧金山 CES、英伟达、特斯拉 谷歌、罗宾汉、playground 斯坦福大学、伯克利大学 3月27日-28日 苏州 追觅科技、魔法原子、灵猴机器人 闭门投研会-2026 Al 的中国力量(一) 3月29日 上海 长三角校友会 4月20日-21日 香港 2026 香港 Web3 嘉年华 复星财富、HashKey、港交所 5月22日-23日 1151 11:47:50 深圳 华为、新凯来、江波龙、莫界科技 闭门投研会—202 ...

Key Takeaways Mag 7 earnings are likely to rise 16.9% on 16.6% higher revenues, with four members reporting this week.AI positioning is under focus, as MSFT and META ramp up spending, while AAPL faces limited AI visibility.The Mag-7 group trades at a 26% valuation premium to the S&P 500.The Q4 earnings reporting season has accelerated this week, with more than 300 companies scheduled to release results. Among them are 102 S&P 500 constituents, including four members of the “Magnificent 7.” As a group, the M ...

记者丨张嘉钰 编辑丨江佩佩 1月28日，美股开盘集体上涨，截至23:12，三大指数涨跌不一，道指跌0.15%，纳指涨0.41%。标普500 涨0.12%，盘中一度涨穿7000点整数位心理关口，创盘中历史新高。 | 名称 | 现价 | 涨跌 | 涨跌幅 | 年初至今 | | --- | --- | --- | --- | --- | | 道琼斯工业平均 | 48930.47 | -72.94 | -0.15% | 1.80% | | 纳斯达克指数 | 23914.45 | 97.35 | 0.41% | 2.89% | | 标普500 | 6987.21 | 8.61 | 0.12% | 2.07% | | 纳斯达克100 | 26098.69 | 158.95 | 0.61% | 3.36% | | 万得美国科技七巨头指数 | 67207.26 | 314.11 | 0.47% | 1.41% | | 万得中概科技龙头指数 | 4477.49 | 46.53 | 1.05% | 4.63% | | 纳斯达克中国金龙指数 | 7953.25 | 86.64 | 1.10% | 5.62% | 大型科技股多数上涨 ...

Tesla stock (NASDAQ: TSLA) ticked higher in early Wednesday trading as investors positioned ahead of the company's fourth-quarter 2025 earnings results due after the market closing. The call carries o... ...

记者丨张嘉钰 编辑丨江佩佩 1月28日，美股开盘集体上涨，截至23:12，三大指数涨跌不一，道指跌0.15%，纳指涨0.41%。标普500涨0.12%，盘中一度涨穿7000点整数 位心理关口，创盘中历史新高。 | 名称 | 现价 | 涨跌 | 涨跌幅 | 年初至今 | | --- | --- | --- | --- | --- | | 道琼斯工业平均 | 48930.47 | -72.94 | -0.15% | 1.80% | | 纳斯达克指数 | 23914.45 | 97.35 | 0.41% | 2.89% | | 标普500 | 6987.21 | 8.61 | 0.12% | 2.07% | | 纳斯达克100 | 26098.69 | 158.95 | 0.61% | 3.36% | | 万得美国科技七巨头指数 | 67207.26 | 314.11 | 0.47% | 1.41% | | 万得中概科技龙头指数 | 4477.49 | 46.53 | 1.05% | 4.63% | | 纳斯达克中国金龙指数 | 7953.25 | 86.64 | 1.10% | 5.62% | 大型科技股多数上涨 ...