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外媒:商界领袖预判美股“七巨头”走势将现分化
Huan Qiu Wang· 2025-12-12 02:34
【环球网财经综合报道】据《财富》(Fortune)杂志,随着科技"七巨头"(英伟达、微软、苹果、谷歌母公司Alphabet、亚马逊、Meta及特斯拉)近年贡献 标普500指数超半数涨幅,其未来走势引发商界关注。多位商界领袖认为,这七家企业未来表现或将呈现显著分化态势。 亚马逊成为争议最大的企业。部分受访者将其列为增长潜力榜首,认为其正加速追赶AI领域竞争对手;另一部分人则将其置于末位,理由包括"难以吸引顶 尖人才""衰退担忧"及"奈飞与华纳兄弟的交易影响"等。 思科CEO约翰·钱伯斯表示:"会有两三家表现非常好,两三家表现非常差,还有一两家处于中间地带。若当前押注发展势头,我会选择Alphabet(谷歌)、 微软和英伟达。值得一提的是,一年前谷歌还不在我的名单中。" 这一观点得到其他商业领袖的呼应,多位受访者普遍看好谷歌,主要基于其最新推出的AI模型Gemini 3。一位CEO坦言:"我对公司业务健康状况的信心超 过对其股价的信心。" 在排名竞争中,微软与英伟达被多位受访者视为"第二梯队"的有力竞争者。一位财富100强企业高管指出,微软在企业市场"关系深厚,且拥有可落地的AI产 品";不过也有科技界人士提及微 ...
11月乘用车零售量同比减少7%,特斯拉在欧洲推出平价版Model 3 | 投研报告
Zhong Guo Neng Yuan Wang· 2025-12-12 02:03
Core Viewpoint - The automotive market in China is experiencing a mixed performance, with a decline in overall retail sales but a significant increase in the new energy vehicle (NEV) segment [1][2][3] Market Overview - The automotive sector saw a weekly increase of +1.38%, with the best-performing sub-sector being automotive parts [2] - The cumulative retail sales of passenger vehicles from January to November reached 21.52 million units, a year-on-year increase of +6% [1][2] - In November, the retail sales of passenger vehicles were 2.263 million units, down -7% year-on-year but up +1% month-on-month [1][2] New Energy Vehicle Performance - In November, NEV retail sales reached 1.354 million units, marking a year-on-year increase of +7% and a month-on-month increase of +6% [1][2] - The penetration rate of NEVs in the passenger vehicle market reached 59.8% in November [1][2] Company-Specific Developments - BYD's sales in November were 480,200 units, continuing to show a year-on-year decline [3] - Li Auto launched its first AI smart glasses, marking its entry into the wearable AI device market [3] - Deep Blue Automotive initiated a new round of financing aimed at R&D and brand enhancement [4] Investment Recommendations - Companies involved in intelligent vehicle technology and those with potential overseas sales are recommended for investment [5] - Specific vehicle manufacturers to watch include BAIC Blue Valley, Great Wall Motors, and GAC Group [6] - Recommended automotive parts companies include Songyuan Safety, Zhejiang Xiantong, and Lingyun Co., Ltd. [7]
特斯拉11月美国销量同比下降近23%,创近四年新低
Jin Rong Jie· 2025-12-12 01:46
税收抵免结束对许多电动汽车竞争对手的打击更大。数据显示,11月份美国电动汽车整体销量同比下降 了41%以上,特斯拉的市场份额从去年同期的43.1%上升到56.7%。 来源:环球市场播报 考克斯汽车公司(Cox Automotive)周四提供的数据显示,特斯拉11月份在美国的销量降至近四年来的 最低点,尽管该公司推出了其最畅销电动汽车的新版本, 自9月底特朗普政府终止7500美元的联邦税收抵免以来,电动汽车销售受到了广泛打击。为了应对需求 的下降,特斯拉在10月份推出了精简版的Model Y和Model 3,售价比之前的基本款低约5000美元。 根据考克斯的数据,标准版的需求对11月份的销售起到了支撑作用,但该公司当月总销量仍从去年同期 的51513辆下降了近23%,至39,800辆,是自2022年1月以来的最低水平。 "销量下降无疑表明,在税收抵免到期后,对标准车型的需求不足,而标准车型本应提振销售," 考克 斯的行业洞察主管Stephanie Valdez Strey在接受采访时表示。"标准版的销量正在蚕食高级版的销量,尤 其是Model 3。" 在经历了多年的销量飙升之后,去年特斯拉的交付量首次出现下降, ...
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Tesla Owners Silicon Valley· 2025-12-12 01:44
Cybertruck 14.2.1 FSD stopped for person with sign and listened to hand gestures. https://t.co/EH10zDiF28 ...
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Tesla Owners Silicon Valley· 2025-12-12 00:59
Optimus will stop poverty https://t.co/MEnYLbfDCm ...
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Tesla Owners Silicon Valley· 2025-12-12 00:52
RT Tesla Owners Silicon Valley (@teslaownersSV)Download and try GrokIt’s most resourceful app you can have on your phone https://t.co/MTli9r9W9W ...
今日国际国内财经新闻精华摘要|2025年12月12日
Xin Lang Cai Jing· 2025-12-12 00:36
International News - Trump signed an executive order on national standards for artificial intelligence, requiring AI suppliers to assess political "bias" [1] - The U.S. Senate rejected two healthcare bills, with ObamaCare subsidies potentially expiring by year-end due to partisan conflicts [1] - The EPA plans to delay the implementation of vehicle air pollution reduction regulations from the Biden era, while the Treasury aims to expand corporate R&D tax credit eligibility [1] - Major U.S. stock indices showed mixed results, with the Dow up 1.34%, while tech stocks like Nvidia, Apple, Google, and Tesla mostly declined [1] Corporate Dynamics - Broadcom's Q4 earnings exceeded expectations, with AI chip sales projected to double and net profit soaring by 97%, yet the stock price fell by 5% in after-hours trading [4] - Oracle's quarterly revenue fell short of expectations, leading to a stock price drop of over 10% and a market cap loss of $102 billion [5] - OpenAI launched the advanced model GPT-5.2, claiming improvements in general intelligence and coding, and announced a $1 billion investment from Disney [5] - Apple lost an appeal in its lawsuit against Epic Games, although a U.S. appellate court partially lifted sanctions against Apple [6] - Lululemon's CEO Calvin McDonald resigned amid a potential proxy battle initiated by the founder [7] Market Performance - The Nasdaq China Golden Dragon Index fell by 0.10%, with significant declines in several Chinese concept stocks, including a 30.82% drop for Yatsen [14] - Commodity markets showed strong performance, with spot gold surpassing $4280 per ounce and WTI crude oil dropping below $57 per barrel [14] - Bitcoin rose above $93,000, gaining 1.19% [15] Economic Outlook - Multiple international institutions raised China's economic growth forecast for 2025, with the World Bank, IMF, and ADB increasing their projections by 0.4, 0.2, and 0.1 percentage points respectively [10][23] - The South-to-North Water Diversion Project has delivered over 84.4 billion cubic meters of water to northern cities, benefiting 195 million people [22]
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Tesla Owners Silicon Valley· 2025-12-12 00:30
RT Tesla Austin Owners Club Official Account (@AustinTeslaClub)Calling All Cybertruck Owners!We have a special opportunity for this year’s Christmas Parade, and we’re looking for a handful of Cybertrucks to take part in something unforgettable.Your truck would:• Lead the parade for media coverage• Carry Christmas characters like Santa Claus• Be featured throughout the parade for maximum visibilityAs a thank you, all participating Cybertruck owners will receive 2 VIP tickets to the T11 Christmas Gala immedia ...
8点1氪|B站辟谣“全面会员制”;蜜雪冰城推出7.9元早餐套餐;美国众议院有关弹劾总统特朗普的动议经表决后被搁置
3 6 Ke· 2025-12-12 00:04
Group 1 - Bilibili refutes rumors that all videos will require a membership to watch starting March 1, 2026, and will pursue legal action against the rumor spreaders [2] - Mixue Bingcheng has launched a breakfast set priced at 7.9 yuan, which includes breakfast milk and bread, with the breakfast series now available in several cities [2] - The U.S. House of Representatives voted 237 to 140 to table the impeachment motion against President Donald Trump, with all Republican members supporting the motion [3] Group 2 - Heytea has closed over 600 stores, with a net decrease of 680 stores from October 2024 to October 2025, resulting in a total of 3,930 stores [3] - Renowned artist Fan Zeng announced a new company with his wife and severed ties with his daughter and stepson [5] - LV's Dog Lvers series features a luxury dog travel case priced at approximately 500,000 yuan, showcasing high-end pet products [4] Group 3 - Apple has introduced a free three-hour delivery service for select products in mainland China, with additional shipping fees for other items [6] - The price of mercury thermometers has surged due to a buying spree, with prices ranging from 10 to over 50 yuan per unit [6] - Xiaomi is set to launch its first self-produced central air conditioning unit, marking a new milestone for its home appliance segment [6] Group 4 - Elon Musk confirmed that SpaceX plans to go public next year, aiming to raise several billion dollars [7] - The "Jiutian" drone successfully completed its maiden flight, showcasing significant advancements in China's large UAV technology [7] - Coca-Cola's COO Henrique Braun has been elected as the new CEO, effective March 31, 2026 [8] Group 5 - The EU is considering postponing the ban on new internal combustion engine vehicles by five years, allowing plug-in hybrids and range-extended vehicles to continue sales under certain conditions [9] - The UN has launched its first "Decade of Sustainable Transport" initiative, focusing on various key areas to promote sustainable transportation [9] Group 6 - Apple won a partial appeal in the Epic Games antitrust case, with a court ruling modifying previous orders but maintaining most of the contempt findings [10] - Lululemon's CEO Calvin McDonald will step down on January 31, 2026, after a year of underperformance [10] - The "Yingshi Piyun" team has entered Alibaba's international platform, utilizing AI to expand overseas business [11] Group 7 - Huawei, Alipay, and China Mobile Internet have signed a cooperation agreement to develop an AI + 5G communication ecosystem [12] - Samsung is recruiting engineers to prepare for the production of Tesla's AI5 chip in the U.S., indicating rapid progress in the project [12] - Trump suggested that any Warner Bros. deal should include CNN, hinting at potential complications for Netflix's acquisition plans [13] Group 8 - The installation of the Harmony version of WeChat has exceeded 27 million, now supporting various key features [13] - Kuaishou has announced new incentives for individual creators, offering cash rewards for high-quality series [13] - Google may face fines from the EU for violations related to Google Play, with potential penalties expected in Q1 2026 [14] Group 9 - JPMorgan will provide a special allowance of up to $1,000 to employees earning less than $80,000 annually [14] - The market value of Pizaihuang has evaporated by 188.9 billion yuan from its peak, with its stock price down over 60% since December 2021 [15] - Switzerland is investigating Apple's access to NFC functionality on devices, assessing potential antitrust concerns [15] Group 10 - The company "Yolun Intelligent" has completed a $5 million angel round of financing, focusing on the development of intelligent control systems [25] - "Kuaikua Jingling" has completed a new round of financing, with the agreement signed recently [26] - "Syneron Bio" has secured nearly $100 million in A and A+ rounds of financing to enhance its drug development capabilities [27]
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Tesla Owners Silicon Valley· 2025-12-12 00:01
RT Tesla Owners Of San Joaquin Valley (@SjvTesla)Truly an amazing day! Thank you @TaranTactical @MrColionNoir @teslaownersSV @ArmoredCG and all of the people behind the scenes. https://t.co/ZA2akc7WR3 ...