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新低价车型不给力 特斯拉美国11月销量创近四年来最低
Feng Huang Wang· 2025-12-11 23:01
对于特斯拉来说,让这些新款"标准版"低价车型成功至关重要,这也是对该公司战略的一次考验。在特 斯拉向自动驾驶出租车和人形机器人业务转型之际,如何保持汽车销售并增加收入是一个关键问题。投 资者目前将特斯拉的市值推高到1.4万亿美元,看重的就是自动驾驶出租车和人形机器人业务。 截至发稿,特斯拉尚未就此置评。(作者/箫雨) "标准版"车型的需求原本预计会支撑特斯拉11月销量,然而Cox Automotive的数据显示,特斯拉11月总 销量却同比下降近23%,从去年同期的51,513辆降至39,800辆,创下自2022年1月以来的最低水平。 特斯拉 "销量的下降无疑表明,市场对标准版车型的需求并不足以在税收抵免政策到期后提振整体销售,"Cox Automotive行业洞察总监斯蒂芬妮.瓦尔德斯.斯特里蒂(Stephanie Valdez Streaty)在接受路透社采访时表 示,"与此同时,标准版车型的销售正在侵蚀高端版本的销量,尤其是Model3车型。" 凤凰网科技讯北京时间12月12日,据路透社报道,汽车研究公司Cox Automotive的数据显示,尽管特斯 拉推出了新款更便宜车型,但是该公司11月美国销量降至 ...
X @Tesla Owners Silicon Valley
RT Teslaconomics (@Teslaconomics)Calling all Tesla owners that follow/subscribe to me!If you don’t currently have FSD (excluding the current free trial), drop a comment below. 👇I’m going to pick one lucky person at random by the end of the week and gift you 1 month of FSD.I truly believe this technology saves lives and changes how we experience driving, and I want someone here to feel that for themselves.Thank you to everyone who supports me. This community means everything.Let’s run it up! ♥️ ...
全球大公司要闻 | 迪士尼宣布10亿美元投资OpenAI
Wind万得· 2025-12-11 22:35
Group 1: Key Developments in the Industry - Disney announced a $1 billion investment in OpenAI to accelerate the application of artificial intelligence in entertainment content creation and user experience optimization [2] - Microsoft CEO Satya Nadella announced the launch of a new AI model, enhancing intelligent agents, and established partnerships with high-profile companies to accelerate the commercialization of autonomous AI applications [2] - Google is expected to face fines from the EU due to violations related to Google Play, with potential penalties to be announced in Q1 2026, while also opening an AI lab in the UK [2] Group 2: Financial Performance and Corporate Actions - Adobe reported record revenue of $6.19 billion for Q4, with adjusted earnings per share of $5.50, exceeding market expectations, driven by strong performance in digital media and creative software [2] - ZTE is in communication with the U.S. Department of Justice regarding ongoing matters, with timely disclosures to follow based on progress [4] - Nandu Power's controlling shareholder is planning a change in control, leading to a suspension of trading from December 12 [4] Group 3: Market Trends and Challenges - TSMC reported a 6.5% month-over-month revenue decline in November, raising concerns about further declines in December, while announcing a minimum dividend of 24 yuan for the next year [5] - Tesla's U.S. sales fell to a near four-year low in November despite launching lower-priced versions of Model Y and Model 3 [7] - Oracle's Q2 adjusted revenue was $16.06 billion, slightly below analyst expectations, with cloud revenue at $8 billion, also missing forecasts [8] Group 4: Strategic Partnerships and Innovations - Samsung Electronics is adjusting its Galaxy S26 series strategy, postponing production of standard and Plus models to early 2026, while launching a new fast-charging accessory [10] - Toyota announced the use of Wolfspeed's SiC MOSFET devices in its electric vehicle charging systems to enhance efficiency [10] - LG Electronics plans to showcase a localized AI cockpit platform at CES 2026, focusing on smart vehicle interaction technology [10]
道指、标普携手刷新收盘纪录,甲骨文拖累纳指走低,中概股涨跌不一
Feng Huang Wang· 2025-12-11 22:23
美东时间周四,美股三大指数收盘涨跌不一,标普500指数与道指携手创下收盘历史新高。由于甲骨文 的财报令投资者对人工智能(AI)投资前景心存疑虑,科技权重更高的纳指表现不佳。 甲骨文股价暴跌10.8%,该公司季度业绩指引不及分析师预期,并警告年度资本支出将比此前计划高出 150亿美元,市场担忧其大举押注AI云业务"烧钱"过猛,也对AI可能存在泡沫的担忧再度升温。 Interactive Brokers首席策略师Steve Sosnick认为:"市场对甲骨文以及整体AI交易的担忧是合理的,因为 现在企业对AI已做出数万亿美元的投入承诺,但显然人们很难判断这些投入将如何演变,而甲骨文在 某种程度上成了煤矿里的金丝雀。"他补充说:"市场适度从这一板块撤出是正确的。" 不过,Sosnick对接下来的行情非常乐观,称目前所谓的"圣诞老人行情"看起来几乎是注定会发生,可 能推动标普500指数突破7000点。 Manulife John Hancock Investments联席首席投资策略师Matthew Miskin表示:"当前市场的关键词是轮 动,我们看到小盘股、道指和周期股表现改善,市场正在押注全球经济增长将重新加速 ...
X @Tesla Owners Silicon Valley
Got to hang out with @MrColionNoir and shoot some Cybertrucks with bulletproof windows @TaranTactical @ArmoredCG https://t.co/ihl48Xt6cu ...
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Herbert Ong· 2025-12-11 22:01
Tesla Gets A Wave of Good News https://t.co/7d6gVxoe4t ...
12月12日美股成交额前20:甲骨文财报重燃AI科技股估值担忧
Xin Lang Cai Jing· 2025-12-11 21:55
Group 1: Market Performance - Nvidia, the top performer, closed down 1.53% with a trading volume of $31.835 billion, amid concerns over the speed at which tech companies can realize returns from AI investments [1][10] - Tesla saw a decline of 1.01%, with a trading volume of $24.452 billion, as investors reacted positively to news of a potential IPO for SpaceX, which could raise at least $25 billion [1][10] - Oracle's stock dropped 10.83% with a trading volume of $19.384 billion, following a disappointing earnings report and an increase in capital expenditure expectations for FY2026 to $50 billion [1][10] Group 2: Company-Specific Developments - Oracle's credit risk indicators reached a 16-year high, raising doubts about its ability to quickly profit from significant AI investments [2][11] - The cost of Oracle's five-year credit default swaps rose to approximately 1.41%, the highest level since April 2009, indicating declining investor confidence in the company's credit quality [2][11] - Oracle's bond spread for its 2055 maturity bonds widened by 20 basis points to 196 basis points, reflecting increased market concerns [3][12] Group 3: Competitive Landscape - Google (Alphabet) shares fell 2.43% with a trading volume of $12.342 billion, facing potential EU fines for favoring its own services [3][12] - OpenAI announced a new AI model, GPT-5.2, which aims to enhance performance in programming and various tasks, following the release of Google's Gemini 3 [3][12] - Palantir's stock decreased by 0.20% with a trading volume of $6.624 billion, as the U.S. Navy announced a partnership to invest up to $448 million in AI technology applications [3][12] Group 4: Other Notable Companies - Robinhood's shares fell 9.05% with a trading volume of $5.476 billion, despite Goldman Sachs issuing a "buy" rating with a target price of $167 [3][12] - Micron's stock declined by 1.99% with a trading volume of $4.425 billion, as the company announced it would exit the consumer storage brand Crucial by March 2026 [4][13] - Visa's stock rose 6.11% with a trading volume of $4.422 billion, as Bank of America upgraded its rating from neutral to buy [4][14]
X @Tesla Owners Silicon Valley
.@nayibbukele on Elon Musk:“Everyone who cares about the future of humanity should stand with him” https://t.co/vd1YbMlE1c ...
X @Tesla Owners Silicon Valley
RT Beanie👾 (@CoCoKruszynski)I test drove a Tesla Cybertruck for the very first time ever today at a Tesla store! I'm excited for mine to come in soon! ⚡It was such a fun experience! Here is my super awkward video lol 😬🤣Thanks to my Tesla girls for hyping me up!@MarindaVannoy1 @BigImpactHumans @TeslaBoomerMama @EvaFox @xjessai ...
SpaceX And Tesla Are Both Worth $1.5 Trillion — But Investors Favor One By A Mile
Benzinga· 2025-12-11 21:34
Core Viewpoint - SpaceX is planning a potential IPO in 2026, with a valuation of $1.5 trillion, which would make it one of the largest market debuts in history [1][3][4]. Group 1: IPO Details - The anticipated IPO could value SpaceX at $1.5 trillion, slightly above Tesla's market capitalization of approximately $1.48 trillion [3]. - The IPO may be delayed until 2027, depending on market conditions and company performance [6]. - Proceeds from the IPO could be utilized to fund space-based data centers [6]. Group 2: Financial Performance - SpaceX's revenue is projected to reach $15 billion in 2025 and between $22 billion to $24 billion in 2026, primarily driven by the Starlink segment [6]. - The company has become cash-flow positive, largely due to the success of Starlink [5]. Group 3: Investor Sentiment - A recent poll indicated strong investor interest in SpaceX, with 68.3% preferring to invest in SpaceX over Tesla [7]. - The overwhelming preference for SpaceX suggests significant demand for the upcoming IPO [4]. - Historical performance shows that Tesla stock has outperformed the market, influencing investor sentiment towards SpaceX [2].