Market Performance - As of February 10, US stock indices showed mixed performance, with the Dow Jones Industrial Average rising by 0.7% to reach a new high, while the Nasdaq and S&P 500 indices turned positive with increases of 0.09% and 0.2% respectively [1] - The Philadelphia Semiconductor Index experienced a significant drop, falling over 1% at one point, while major tech stocks showed varied performance, with Google down over 2% and Nvidia and Meta also declining, whereas Tesla, Microsoft, and Amazon saw gains [1] Company Specifics - Alphabet, Google's parent company, has initiated its first bond issuance in Swiss Francs, including bonds with maturities of 3, 6, 10, 15, and 25 years, and is also launching its first bond issuance in British Pounds with maturities of 3, 6, 15, 32, and 100 years, both expected to be priced later the same day [3] - In the tech sector, TSMC (Taiwan Semiconductor Manufacturing Company) saw its stock rise by 1.49%, reaching a new high, while other companies like Alibaba and Oracle also reported gains of 1.95% and 3.24% respectively [2][3] Economic Commentary - Former President Trump expressed optimism about the stock market, predicting that the Dow Jones Industrial Average will reach 100,000 points by January 2029, attributing the market's rise to his tariff policies [5] - In contrast, Ray Dalio, founder of Bridgewater Associates, warned of a potential collapse in the US economy, citing significant debt imbalances and suggesting that investors should allocate 5%-15% of their portfolios to gold as a hedge against currency devaluation [6]

Tesla veteran Raj Jegannathan has left the company just a few months after the longtime IT executive was promoted to oversee sales and service for the company. ...

格隆汇2月10日｜奈飞涨超3%，迪士尼涨近3%，甲骨文、赛富时涨超2%，微软、台积电涨近2%，特斯 拉涨超1%。 ...

每经AI快讯，2月10日，美股明星科技股多数上扬，奈飞涨超3%，迪士尼涨近3%，甲骨文、赛富时涨 超2%，微软、台积电涨近2%，特斯拉涨超1%。 ...

Tesla Stock Rises. Has SpaceX Become a Distraction? - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Tesla Stock Rises. Has SpaceX Become a Distraction?By [Al Root]ShareResize---ReprintsIn this article[TSLA][MS][SPX][DJIA]Coming into Tuesday ...

Group 1 - Tesla, Inc. reported earnings that beat expectations, but the market reaction was negative, with the stock falling over 3% the following day, possibly due to higher-than-expected capital expenditures or lack of details on new business ventures [1][2] - CEO Elon Musk emphasized that the future of Tesla lies in Cybercabs and humanoid robots, shifting focus away from traditional electric vehicles [1][2] - Jim Cramer expressed a bullish sentiment towards Tesla, indicating a preference for its potential in robotics and Cybercabs over its performance as a car manufacturer [2] Group 2 - The company is involved in designing and selling electric vehicles, as well as developing solar energy and storage systems for various customers [2] - Tesla is also working on autonomous vehicles and robots, indicating a diversification of its business model beyond just electric vehicles [2] - There is a belief that certain AI stocks may offer greater upside potential compared to Tesla, suggesting a competitive landscape in the tech and automotive sectors [3]

此外，据特斯拉微博消息，赛博无人驾驶电动车Tesla Cybercab将在得州超级工厂开启量产并投入运 营。(格隆汇) 消息面上，ARK Invest掌门人"木头姐"Cathie Wood日前在一场公开对话中表示，考虑到特斯拉横跨多个 行业的长远野心，该车企有望实现100万亿美元的市值。马斯克对此评论称："显然，要实现这样的结 果，需要付出极其巨大的努力并且要有十足的运气！我只是想说，这并非完全不可能。"。 特斯拉(TSLA.US)盘初一度涨近2%，最高触及425.46美元。 ...

Core Viewpoint - Tesla is undergoing a significant strategic transformation in 2026, shifting focus from traditional automotive production to becoming a $25 trillion AI company, with a strong emphasis on the mass production of the humanoid robot Optimus Gen 3 [1][14]. Group 1: Optimus Gen 3 Development - The Optimus Gen 3 robot is set to debut in Q1 2026, featuring significant advancements over previous models, including a new high-flexibility hand design and an upgraded AI brain capable of autonomous learning through observation of human actions [3][11]. - The production line is being restructured to accommodate the modular assembly of robots, with a target to achieve mass production by the end of 2026, aiming for an annual output of one million units [13][17]. - The cost of producing each Optimus Gen 3 unit is projected to be under $20,000, approximately 139,000 RMB, due to in-house developed actuators and a vertically integrated supply chain [13][14]. Group 2: Market Challenges and Strategic Shifts - Tesla's Model S and Model X, once flagship models, now contribute only 3% to total deliveries, prompting a strategic pivot towards the Optimus robot as a new growth driver [14][17]. - In 2025, Tesla faced significant performance pressures, with a 3.1% decline in Q4 revenue and an 8.6% drop in annual deliveries, necessitating the search for new growth avenues [17][19]. - The company is investing $2 billion in xAI to enhance its AI capabilities, focusing on the core algorithms for autonomous driving and humanoid robots, indicating a deep commitment to AI as a strategic priority [23]. Group 3: Competitive Landscape - Tesla identifies China as its main competitor in the humanoid robot sector, with projections indicating that Chinese humanoid robot sales could reach 28,000 units in 2026, a 133% increase year-over-year [20][21]. - The company plans to invest over $20 billion in 2026, focusing on AI infrastructure, battery supply chains, and AI chip development, positioning itself to leverage its technological advantages in the AI domain [23].

Core Insights - Rowan Street Capital's Q4 2025 investor letter indicates solid results for the year, but underperformance compared to the S&P 500 Index, with a return of +11.1% versus +17.9% for the Index [1] - The firm achieved a cumulative net return of +252% over the past three years, significantly outperforming the Index's +78% during the same period [1] - The performance in 2025 was notably driven by Tesla, which was a new position for Rowan Street [1] Company Performance - Tesla, Inc. (NASDAQ:TSLA) closed at $417.32 per share on February 9, 2026, with a one-month return of -6.68% and a twelve-month increase of 27.04% [2] - Tesla has a market capitalization of $1.566 trillion, indicating its significant presence in the market [2] Investment Strategy - Tesla was the only new core investment initiated by Rowan Street in 2025, with the position being built during a period of low investor confidence [3] - Tesla ranks 23rd among the 30 Most Popular Stocks Among Hedge Funds, with 120 hedge fund portfolios holding the stock at the end of Q3 2025, an increase from 115 in the previous quarter [4] - While acknowledging Tesla's potential, the firm suggests that certain AI stocks may offer greater upside potential with less downside risk [4]

（文章来源：证券日报） 证券日报网讯 2月10日，值得买在互动平台回答投资者提问时表示，公司目前暂时没有和特斯拉开展项 目合作。公司国际化业务暂时尚未和TikTok（海外抖音）开展合作。 ...