Financial markets are up as the first U.S. Federal Open Market Committee meeting of the year gets underway on Jan. 27 and 28. Investors are also closely watching multiple earnings reports from major tech companies. The Fed’s interest rate decision, which is widely expected to remain unchanged, is likely to have a notable impact on financial markets, including cryptocurrencies, according to Yahoo Finance. Interest rates affect borrowing costs for both companies and consumers. If the Fed signals lower ra ...

Group 1 - Tesla's CEO Elon Musk announced that the company plans to officially sell humanoid robots to the public by the end of 2027, predicting that the number of robots will surpass humans and become a household standard for tasks like childcare and elder care [2] - Tesla views humanoid robots as a core direction for future development, alongside artificial intelligence and autonomous driving technology, with plans to increasingly rely on these robots [2] - The production target for Tesla's humanoid robot, Optimus, was initially set at 5,000 units for 2025, but the actual output fell short, with only a few hundred units produced, highlighting significant technical and production challenges [3] Group 2 - The humanoid robot industry in China has seen a continuous increase in financing, with the number of financing events rising from 16 in 2021 to an expected 173 in 2025, and total financing amounting to approximately 235.98 billion yuan [4] - Over 60% of the financing in 2025 is expected to focus on building production lines, supply chain integration, and commercial validation, indicating a shift from technology validation to commercialization [7] - The global humanoid robot market is projected to grow significantly, with an estimated market size of around $2.16 billion in 2023, expected to reach $32.4 billion by 2029 due to technological breakthroughs and accelerated commercialization [7][8]

以下文章来源于BigBite思维随笔 ，作者BigBite BigBite思维随笔 . Big Bite Small Talk, 杂谈随笔，聊科技，AI，成长，理财，经验杂谈。Stay Hungry 点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近30个 方向 学习 路线 作者 | BigBite 编辑 | 自动驾驶之心 本文只做学术分享，如有侵权，联系删文 >>自动驾驶前沿信息获取 → 自动驾驶之心知识星球 上周柱哥转载知乎文章的那篇《 有消息称FSD不是端到端One Model 》，引起了大家很广泛的讨论。批评和支持的声音都很多，当时分享这篇文章主要是提供一个 角度看端到端： 一个VA的端到端不是万能的，One Model可以承担95%的主要功能（甚至更高），但也会增加一些小模型辅助做优化。 今天给大家分享一篇业内工程师BigBite视角下的FSD解析， 观点主要如下： 以下是原文： green发现的FSD模型参数文件信息 这里可以发现B核神经网络参数远多于A核，同时A，B共用的只有61个参数文件，也就是说早年AI Day上分享的A，B核互成冗余的设计实际上在Tesla V12 ...

Bitcoin Rises on Optimism Over Upcoming Big Tech EarningsCONCLUDED[Stock Market News From Jan. 27, 2026: S&P 500 Hits Closing High]Last Updated:---15 hours ago# Bitcoin Rises on Optimism Over Upcoming Big Tech EarningsByRenae Dyer, Dow Jones NewswiresBitcoin was edging higher following gains in U.S. stocks overnight on optimism over upcoming U.S. megacap tech earnings.Investors are positioning ahead of results from Microsoft, Apple, Meta and Tesla this week."The spotlight now shifts to whether the AI-fuelle ...

来源：环球网 【环球网科技综合报道】1月27日消息，根据IDC发布的最新报告显示，2025年全球纯电动汽车销量将 超过1210万辆，保持两位数的同比增长。比亚迪在2025年全球纯电动（BEV）车销量上超越特斯拉，标 志着全球新能源汽车格局的关键转折，反映出不同市场策略以及各价格区间电动车普及阶段的差异。 据分析，比亚迪全球销量的强劲增长主要贡献于其入门级电动车型，如海豚、Atto 3等车型对销量扩张 贡献显著。这一表现不仅证明了比亚迪产品的竞争力，也预示着电动化转型在经济型乘用车全球市场的 加速。 就品牌叙事而言，特斯拉聚焦于吸引科技敏感型高端消费者，始终将自身定位为一家以技术驱动的科技 公司，其相关的AI研究也延伸至机器人和能源管理等领域。IDC认为，入门级市场的增长逻辑与市场发 展的早期阶段有所不同，成本效率、渠道覆盖、运营能力的重要性有所增强。（青云） ...

Industry Information - The National Bureau of Statistics projects that by 2025, the production of new energy vehicles (NEVs) will increase by 25.1%, driving a 41.7% growth in lithium-ion power batteries [8][9] - The China Association of Automobile Manufacturers aims to develop high-level group standards for vehicles and key components within 1-2 years [9][11] - Shanghai's 14th Five-Year Plan emphasizes the development of smart connected NEVs through soft and hard collaboration and digital intelligence [11] - By the end of 2025, the total number of electric vehicle charging infrastructure in China is expected to exceed 20 million, marking the largest electric vehicle charging network globally [12][13] - The Ministry of Finance has introduced a loan interest subsidy policy focusing on 14 key industries, including new energy and automotive sectors [14] - By 2025, Guangxi Nanning plans to establish 30,199 public charging piles for NEVs [12] - The Ministry of Commerce anticipates that by the end of 2025, 60% of passenger cars sold will be NEVs [12] Corporate Information - Xpeng Motors reported that 57.2% of X9 Super Range owners are born in the 1990s, with a total of 5,424 units delivered by December 2025, marking a 289.1% year-on-year increase [40] - The Wuling Bingo Pro offers two battery options with a maximum range of 403 kilometers [40] - Ideal Auto's subsidiary has increased its registered capital to 300 million RMB, a 67% increase [11] - NIO has doubled its battery investment, with over 7,309 new batteries added, achieving over 90% progress in battery doubling [40] - The first sample of Hongqi's all-solid-state battery has successfully rolled off the production line [40]

Core Insights - Tesla, Inc. is being closely monitored by analysts as a significant player in the AI stock market, with Morgan Stanley maintaining an Equalweight rating and a price target of $425.00 following Lemonade's launch of "Autonomous Car Insurance" that reduces per-mile rates for Tesla's Full Self-Driving (FSD) by approximately 50% [1][2]. Group 1: Insurance Impact on FSD - Lemonade's new insurance product is a major advancement in legitimizing autonomous driving, particularly Tesla's FSD technology, by linking insurance pricing directly to miles driven under FSD, offering up to 50% lower rates for those miles [2][3]. - The insurance policy differentiates between human-driven and FSD-driven mileage, indicating that underwriting models view autonomous operations as lower risk, which is a notable shift in how insurers treat advanced driver-assistance features [2][3][4]. Group 2: Market Implications - Morgan Stanley's analysis suggests that Lemonade's insurance product could promote greater usage and adoption of Tesla's FSD, as lower insurance premiums provide financial incentives for drivers to utilize FSD more frequently, enhancing Tesla's value proposition [3][4]. - The recognition of FSD as an economically relevant safety system marks a transition from experimental to broader acceptance, as insurers begin to incorporate detailed driving data into their pricing models, rewarding technologies that demonstrably reduce risk [4]. Group 3: Company Overview - Tesla, Inc. operates in the automotive and clean energy sectors, utilizing advanced artificial intelligence in its autonomous driving technology and robotics initiatives [5].

Group 1 - The US stock market experienced an increase driven by optimism surrounding the upcoming earnings reports of major tech companies such as Microsoft, Apple, Meta, and Tesla [1] - Investors are positioning themselves ahead of the earnings announcements from these companies this week [1] - The focus is shifting to whether the AI-driven market rally can maintain its momentum [1] Group 2 - The Federal Reserve's policy decision on Wednesday is a key focus for the week, with expectations that interest rates will remain unchanged [1] - The market is looking for any clues regarding future expectations for interest rate cuts [1] - Bitcoin saw a slight increase of 0.3%, reaching $88,250 [1]

在中国高端轿车市场，Model 3的不败神话，落幕。 上市三年的小米SU7，首次超越特斯拉Model 3在华全年销量，还多卖了5万多台车。 乘联会数据显示，2025年，小米汽车共交付了258,164辆小米SU7，成为中国最畅销的豪华电动汽车轿车。 而上一届"标杆"特斯拉Model 3，2025年在中国依旧畅销，全年交付量为200,361辆，同比增长约13%，但增速已不敌SU7。 在中国市场中，这是小米SU7首次全年超越Model 3，且交付量高出大约29%。 不过在外界看来，这个结果可能不算意外。 实际上，SU7从2024年发布到2025年末，21个月中，有13个月的单月销量超过了Model 3。 而这一进展也被外媒关注到，他们还总结出了小米实现超越的理由： 首先在定价上，没换代的标准版SU7，起售价是21.59万元，比Model 3的23.55万元低9%左右。 甚至中国市场之外，外媒也都关注到了这一进展，将SU7称作是"Model 3杀手"，就连美国网友都在眼馋，希望小米汽车能开到美国，自己会立刻下定一 台车。 怪不得特斯拉开年在中国上强度，又是七年低息，又是8000块补贴，摆明要猛提销量的架势。 但众所周 ...

Core Viewpoint - The upcoming week is significant for the financial markets, with the first Federal Reserve meeting of 2026 and the Q4 earnings results from major tech companies, known as the "Magnificent Seven" [2][3][6]. Group 1: Federal Reserve Meeting - The Federal Reserve is expected to hold interest rates steady during its first meeting of 2026, with a focus on maintaining its independence amid political pressures [3][4]. - Fed Chair Jerome Powell will hold a press conference, marking the first since the Trump administration's investigation into the Fed's refurbishment costs [4][5]. Group 2: Q4 Earnings from Magnificent Seven - Four out of the seven major U.S. tech companies, including Microsoft, Apple, Meta, and Tesla, will report their Q4 earnings this week, alongside South Korea's Samsung [6]. - Companies are under pressure to not only meet but exceed earnings forecasts and provide strong guidance to justify their high valuations [7]. Group 3: Yen and Japanese Elections - Japan is preparing for a snap election on February 8, with Prime Minister Sanae Takaichi's policies affecting the yen and government bonds [8]. - Analysts express concerns over the yen's stability, particularly in light of Japan's high debt-to-GDP ratio of 221% [9]. Group 4: Emerging Market Central Bank Meetings - Several emerging market central banks are meeting, with Brazil and Chile expected to maintain their current interest rates, while Colombia is anticipated to cut rates [10][11][12]. - Ghana is expected to make a significant rate cut of 300 basis points due to currency instability [12]. Group 5: Greenland Stabilization - The geopolitical situation regarding Greenland is stabilizing, which could positively impact global stock markets and reduce gold prices, currently above $5,000 an ounce [13][14]. Group 6: Key Global Macro Events - Key economic indicators such as Durable Goods Orders and the Producer Price Index (PPI) will be released, with expectations of a slight decrease in initial jobless claims [15][16][17].