市场研究部 2026 年 3 月 9 日 计算机行业周报：OpenAI 发布最新模型 GPT-5.4 本周计算机行业指数表现 上周（3.2-3.6）计算机（申万）板块下跌 5.29%，沪深 300 指数下 跌 1.07%，计算机板块跑输沪深 300 指数 4.22 个百分点。和申万其 他行业对比，计算机行业涨幅排名位列第 29 位。 上周涨幅前 3 名分别为南网数字（26.53%）、科远智慧（17.64%）、 中科星图（15.21%），跌幅前 3 名分别为*ST 国华（-22.61%）、达 华智能（-18.57%）、杰创智能（-13.96%）。 本周关注 投资线索 建议 AI 算力等投资机会。 风险提示 1、政策落地不及预期；2、技术发展不及预期；3、市场竞争加剧。 未经授权引用或转发须承担法律责任及一切后果，并请务必阅读文后的免责声明 证券研究报告 看好 市场表现截至 2026.3.6 20% 30% -30% -20% -10% 0% 10% 2025-03-06 2025-04-06 2025-05-06 2025-06-06 2025-07-06 2025-08-06 2025-09-06 2025- ...

RT Tesla Owners Silicon Valley (@teslaownersSV)Elon Musk on MACROHARD — the xAI project to build a fully AI-run software empire (think Microsoft, but 100% agents, no humans in the loop for coding, ops, or anything digital).It's the "digital Optimus" phase: massive-scale AI emulation of human computer work before physical robots take over manufacturing and real-world tasks."I'd be surprised if by end of this year, the digital human emulation has not been solved. That's what we mean by like, the sort of MACRO ...

Tesla又炸了！ 17年老將 財務副總裁 Sendil Palani 突然宣布走人！ 這哥們在 2008年底加入 那時Tesla快破產 外面天天喊 Tesla要死了 17年啊 從基層財務 拼到VP 看著公司從 搖搖欲墜 變成市值 破萬億的 電動車霸主 你有沒有 覺得怪怪的？ 近兩年Tesla 高管離職潮 一波接一波 AI、Robotaxi Optimus 的轉型期 舊將在紛紛離場 人才流失痛 但Tesla從沒 停過前進的腳步 你怎麼看？ 這波離職會 影響Tesla 衝刺AI嗎？. ...

U.S. stock market futures signaled a strong opening for Tuesday, March 10th, 2026, as investors found relief in cooling energy prices and optimistic comments regarding global geopolitical tensions. Following a volatile start to the week that saw major indexes retreat under the weight of rising oil costs, the premarket session today suggests a significant "rebound rally" is underway.Premarket Activity and Futures MovementsAs of 8:50 AM ET, futures for the Dow Jones Industrial Average (DIA) rose by 0.4%, or a ...

Tesla Semi 的公共充電站 終於殺進 真實物流戰場了！ 美國第一座公開 Megacharger站 直接插在 南加州Ontario 離機場超近 卡在I-10和I-15 兩條貨運的 大動脈正中央！ 這裡就是物流心臟 以前Semi只能 在家裡廠區偷偷充 現在呢？ 750kW功率 直接開放給 所有車隊用！ Tesla早放話 要沿貨運走廊 砸至少64個站 這就是第一槍！ 電動物流時代 真的來了嗎？. ...

大家好我是大鱼 你知道为什么 电动大货车 一直被酸民嘲笑 充电跟不上 柴油车吗？ 因为充电基础建设 永远卡在自家厂区 或封闭测试阶段 真正上路 跑长途 物流的车队 根本不敢赌 但就在几天前 Tesla直接 把这块最大 的痛点砸碎 美国第一座公开的 Megacharger 站在 南加州Ontario 正式上线 750 kW功率 紧贴I-10与 I-15货运大动脉 开放给多个 Semi车队 客户使用！ 这不是小升级 而是Tesla 商用电动卡车 从概念转向 可规模化的 关键转折点 大家不要错过 今天的精彩内容 OK let's go 第一部分 美国首座公共 Megacharger 面世 不知道大家 有没有这种感觉 电动车越来越香 但一想到大货卡车 长途物流 还是很多人 会心里打鼓 觉得充电怎么可能 跟得上柴油车？ 其实Tesla 已经不只在 乘用车玩生态 他们直接把矛头 指向重型运输 而且第一步 就走得又快又狠 我们先来看 美国这边刚 炸出的大新闻 首座公开的 Megacharger 站点正式上线 这站位在南加州 安大略市Ontario 4265 E Guasti Rd 国际机场超近 紧贴I-10 和 I-15 ...

Core Insights - Tesla continues to experience high-profile executive departures, with Finance VP Sendil Palani being the latest to leave after over a decade with the company [1][8] - Palani's farewell message referenced Tesla's near-bankruptcy experience in December 2008, highlighting the company's challenging history [1][2] - Tesla has faced multiple financial crises, including a critical funding shortage in late 2008 that nearly led to its collapse [2][6] Executive Departures - Palani's departure follows other significant exits, including VP Raj Jegannathan in February and software director Thomas Dmytryk last week [8] - Program managers for Tesla's Cybertruck and Model Y, Siddhant Awasthi and Emmanuel Lamacchia, also left in November, along with Cybercab lead Victor Nechita [8] Historical Context - Tesla secured $40 million in financing in November 2008, just days before facing bankruptcy, as noted by CEO Elon Musk [6] - The company has had a tumultuous history, with executives, including Musk, having to sleep on the factory floor during critical periods of scaling production for the Model 3 between 2017 and 2019 [7]

Tesla, Inc. (NASDAQ:TSLA) is one of the top stocks that will make you rich in 10 years. Tesla, Inc. (TSLA) UK Car Sales Fall 37% Amid Heightening Chinese Competition, Reuters Reports On March 5, Reuters reported that Tesla, Inc.’s (NASDAQ:TSLA) UK sales dropped 37% in February compared to the prior year, according to data from the Society of Motor Manufacturers and ​Traders (SMMT). The statistics showed that sales dropped to 2,422 vehicles during the month from 3,852 units a ​year earlier. However, the o ...

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Accessible version Tesla Motors Leading the Auto 2.0 landscape & next era of mobility; Reinstate at Buy with $460 PO Reinstating Coverage: BUY | PO: 460.00 USD | Price: 403.32 USD At the forefront of autonomous driving We are reinstating TSLA at Buy with a $460 PO, as we view it as the current leader in consumer autonomy. We expect TSLA to quickly become a leader in robotaxi services, given its ability to scale more profitably than competitors. We see autonomous vehicles spurring the next era of mobility an ...