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Elon Musk· 2025-12-16 13:40
Teslas in TunnelsX Freeze (@XFreeze):The Boring Company is quietly expanding the futuristic Vegas Loop undergroundVegas Loop already feels like a cheat code: hop into a Tesla (or Cybertruck) underground and bypass the chaotic surface trafficAs of December 2025:→ 8 stations live (LVCC campus + Resorts World, https://t.co/7afxGdqcGq ...
Can Tesla Stock Plummet 30%?
Forbes· 2025-12-16 13:40
Tesla (TSLA) shares have risen by 18% in the last month and are presently priced at $475. While Tesla’s core automotive business is facing headwinds, amid mounting competition and a broader slowdown in EV demand, investors appear optimistic about the company’s AI related developments. The company recently provided an update on its Robotaxi program, noting that roughly six months after launching a limited service in Austin, Texas that relied on human safety drivers, it has begun testing vehicles without safe ...
美国超117万人被裁,原因何在?
虎嗅APP· 2025-12-16 13:38
以下文章来源于格隆 ,作者城北徐公 年景不能说不好,为什么就业市场如此惨淡? 本文来自微信公众号: 格隆 ,作者:城北徐公,原文标题:《超117万人被裁!》,题图来自:AI 生成 2025年都快过完了,鬼故事仍然层出不穷。 12月4日,根据咨询公司Challenger,Gray&Christmas的报告:截至11月,全美雇主累计裁掉 1170821名员工,较去年激增54%。 直逼2008~2009年金融危机时的惨状。 把这数据带入到当下的环境,属实有些荒诞。 GDP还在涨,股市还在创新高,CEO们的奖金池里依然能养鲸鱼。 格隆 . 一个游走于资本市场与佛祖之间的浪子。我可以生,可以死,我大笑,由天决定! 这还不包括那些因"买断计划"暂时留在工资单上、实则已失去工作的雇员。 更重要的是,大量为政府提供办公用品、餐饮、清洁服务的中小企业也因此失去订单,不得不跟着裁 减。 其次,是宏观环境的影响,高成本+关税的双重绞杀。 一、多事之秋 很多人觉得"被优化"如此多,AI替代人力是最重要的原因。 AI当然是主要因素之一,但只排在第六位而已。 这个后面再说。 最大的元凶其实是马斯克之前主导的DOGE部门。 先不谈DOGE ...
S&P 500's AI Fuel Tank Still Full With 7,700 Target From Citi
Benzinga· 2025-12-16 13:18
Citigroup has set a 7,700 year-end 2026 forecast for the S&P 500, citing strong corporate earnings and ongoing support from artificial intelligence investment.It argued that the next phase of the AI trade will favor companies that adopt the technology rather than those that simply enable it.The firm said AI infrastructure build-out will remain a central theme in 2026, but investors will increasingly differentiate between winners and losers as fundamentals come under pressure from high starting valuations, R ...
Tesla Stock Broke Out But This Longtime Bull Decided To Take Profit
Investors· 2025-12-16 13:16
Group 1 - Cathie Wood's Ark Invest sold a total of 124,867 shares of Tesla (TSLA) for approximately $59.35 million, despite TSLA's stock price rising above a traditional buy point [6] - The Dow Jones index experienced a decline ahead of the November jobs report, with notable drops in stocks like Palantir and Tesla [6][7] - Nvidia is reportedly experiencing high demand for its H200 AI chips from China, indicating strong market interest in AI technology [8] Group 2 - The concept of the Santa Claus Rally is being explored, suggesting potential market movements during the holiday season [3] - Concerns are raised about the implications of quantum computing on cryptocurrency security, particularly regarding Bitcoin [5] - The stock market is closely monitoring key movers such as Broadcom, Nvidia, Palantir, and Tesla, with anticipation surrounding Tesla's new buy point and developments in driverless technology [9][11]
Jobs data, Tesla's rally, tariff revenue hits $200 billion and more in Morning Squawk in Morning Squawk
CNBC· 2025-12-16 13:07
An employee hiring sign is seen in a window of a business in Arlington, Virginia, April 7, 2023.Elizabeth Frantz | ReutersThis is CNBC's Morning Squawk newsletter. Subscribe here to receive future editions in your inbox.Here are five key things investors need to know to start the trading day:1. Economics 101Investors and economic policymakers alike are counting down to this morning's delayed nonfarm payroll report, due out at 8:30 a.m. ET. The data comes less than a week after the Federal Reserve cut intere ...
车百会:年销不足10万辆的跨国车企,退出概率超80%
Di Yi Cai Jing· 2025-12-16 12:56
乘联分会数据显示,11月德系品牌零售份额为14%,日系为11.7%,美系为5.7%,韩系为0.9%。 随着中国车市结构的巨变,自主品牌和外资品牌市场地位反转,被边缘化的跨国车企如铃木、三菱相继 退出。 车百会认为,跨国车企退出中国市场的概率与其市场规模息息相关。目前,外资独资、合资整车企业超 过45家,占乘用车企业数量的比重约为40%。其中,年销量在10万~30万辆区间的跨国车企,退出概率 为50%~80%,预计将有4~5家;而年销量在30万~60万辆区间的跨国车企,退出概率则是降至 20%~50%,预计将有2~3家。 外资品牌在华何去何从? 上险量数据显示,在过去一年中,年销量低于10万辆的合资公司包括神龙汽车、奇瑞捷豹路虎、 smart、长安林肯、长安马自达、江铃福特等。 "年销量不足10万辆的跨国车企,退出中国市场的概率超80%,预计将有5~6家。"12月16日,在中国电 动汽车百人会论坛(2026)媒体沟通会上,车百会理事长张永伟表示,近五年来,外资品牌和自主品牌 在市场份额上出现了"剪刀差"调整,跨国车企面临着重大挑战,退出风险加大。 为了适应中国市场的变化,头部跨国车企正加快向"在中国、为中国"战 ...
“胡润全球TOP1000企业榜”揭晓 中国以158家公司位居第二
Zheng Quan Shi Bao· 2025-12-16 12:48
12月16日,胡润研究院在深圳市福田区发布《2025胡润全球高质量企业TOP1000》。这是胡润研究院第二次发布该 榜单。 据悉,本次榜单主要以企业市值或估值为依据,并综合考量创新能力、可持续发展、社会责任、市场影响力等多维 度指标,旨在甄选出全球价值最高的企业。上市公司市值按照2025年11月14日的收盘价计算,非上市公司估值参照 同行业上市公司或最新一轮融资情况进行估算。 数据显示,79%的胡润全球1000强企业价值比去年有所提升,其中171家是新面孔,只有21%的企业价值出现下降。 上榜门槛从去年的1400亿元人民币上升至1800亿元人民币,上榜企业的总价值高达785万亿元人民币。 英伟达成为全球价值最高公司 2025年胡润全球高质量企业前十名由美国科技巨头主导,其中英伟达、苹果、微软、Alphabet、亚马逊、博通、 Meta Platforms、特斯拉来自美国,沙特阿拉伯上榜的企业有沙特阿美,中国上榜的企业有台积电。 | | 前十名 | | | | | | --- | --- | --- | --- | --- | --- | | 排名 | 公司 | 价值(亿元人民币) | 涨幅 | 主要行业 | ...
“胡润全球TOP1000企业榜”揭晓 中国以158家公司位居第二
证券时报· 2025-12-16 12:42
Core Insights - The 2025 Hurun Global High-Quality Enterprises TOP 1000 list highlights the highest valued companies globally, focusing on market capitalization, innovation, sustainability, social responsibility, and market influence [1][7] - 79% of the companies on the list saw an increase in value compared to the previous year, with 171 new entrants and only 21% experiencing a decline [1] - The total value of the listed companies reached 785 trillion RMB, with the entry threshold rising from 1.4 trillion RMB to 1.8 trillion RMB [1] Group 1: Top Companies - Nvidia is now the highest valued company globally, valued at 328.3 trillion RMB, with a 49% increase driven by demand for AI chips [4][5] - Apple remains in second place with a value of 286 trillion RMB, benefiting from strong device and service revenues, while Microsoft dropped to third with a value of 268.8 trillion RMB, growing 13% [4][5] - Alphabet ranks fourth with a value of 239.5 trillion RMB, up 48%, followed by Amazon at fifth with 180.1 trillion RMB, reflecting improvements in e-commerce and AWS [4][5] Group 2: Notable Trends - Saudi Aramco, the highest valued energy company, saw an 8% decline in value to 118.3 trillion RMB due to a weak oil market [5] - Broadcom entered the top ten with a remarkable 118% increase, reflecting the semiconductor boom and AI demand [5] - Tesla re-entered the top ten with a 115% increase, valued at 95.3 trillion RMB, driven by strong demand for electric vehicles and AI integration [6] Group 3: Chinese Companies - China has 158 companies on the list, with TSMC leading at 105 trillion RMB, a 64% increase, followed by Tencent at 53.3 trillion RMB, up 62% [8][9] - ByteDance saw a 99% increase in value to 34 trillion RMB, while Agricultural Bank of China grew 85% to 28.9 trillion RMB [8][9] - Notable mentions include Alibaba, which increased by 77% to 27 trillion RMB, and CATL, which surged 126% to 18.6 trillion RMB [9] Group 4: Geographic Insights - Beijing remains the top city with five new companies, followed by Tokyo and New York, while San Francisco and Houston also saw significant representation [10] - The growth of AI, semiconductors, and cloud computing continues to drive value in major tech hubs [10] Group 5: AI Sector Growth - The AI sector has shown exceptional growth, with 11 companies valued at over a trillion RMB, compared to only four in 2020 [11][12] - The top ten companies' total value nearly doubled from 69 trillion RMB in 2020 to 184 trillion RMB [12] - Nvidia, Broadcom, and TSMC lead in computing power, while Alphabet, Microsoft, and OpenAI dominate in software [12][13]
全球关注,美国重要数据今晚公布;美股三大期指齐跌;甲骨文近3个月暴跌46%;国际油价大跌,布油跌破60美元/桶【美股盘前】
Mei Ri Jing Ji Xin Wen· 2025-12-16 12:35
④ 【谷歌、道达尔达成为期21年的绿电供应协议】12月16日,法国能源巨头道达尔公司表示,已与 Alphabet旗下的谷歌签署了一项为期21年的电力供应协议,承诺向谷歌在马来西亚的数据中心提供1太 瓦时(TWh)的可再生能源。这份供电合同预计将于明年第一季度生效。 ⑤ 【"美版支付宝"PayPal申请成立银行】当地时间12月15日,有"美版支付宝"之称的PayPal在官网宣 布,公司已经在美国提交了成为一家银行的申请,名为"PayPal银行"。 ⑥ 【福特宣布停产全电动卡车F150 Lightning】当地时间12月15日,福特汽车宣布,公司停产全尺寸电 动皮卡F150 Lightning车型,未来将专注于混动汽车以及一系列更小、更便宜的电动汽车。此举将导致 其收益减少195亿美元,大部分损失在本季度计入。 ⑦ 【纳斯达克申请将工作日交易时长延长至23小时】当地时间12月15日,纳斯达克向美国证监会正式 提交文件,申请推出近乎全天候的股票交易,计划在工作日将股票和交易所交易产品的每日16小时交易 时间延长至每天23小时。一旦获得批准,其交易时间将扩展为"23×5"模式,即每周五天、每天23小时。 ① 【三大期 ...