炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 推动人类财富提高一百倍，追觅科技CEO俞浩宣布公司使命，预言特斯拉会倒闭破产。网友：俞总别光 喝，吃菜啊 新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同 其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。 责任编辑：宋雅芳 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同 其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。 责任编辑：宋雅芳 推动人类财富提高一百倍，追觅科技CEO俞浩宣布公司使命，预言特斯拉会倒闭破产。网友：俞总别光 喝，吃菜啊 ...

特朗普宣称，他觉得美联储下调美国基准利率这一举动"毋庸置疑"。他坚信自己所提名的下一任美联储主 席人选凯文·沃什能够领会他期望下调利率的立场。 美联储理事库克称，美联储近期须将通胀率拉回目标水平，这对维护其信誉至关重要。除非有更强证据显 示通胀持续回落至目标水平，且劳动力市场无意外变化，否则这仍是他的关注焦点。此外，库克表示货币 政策不应被用于管理政府债务。 海外央行方面，欧洲央行周四维持三大关键利率不变。欧洲中央银行当地时间5日在位于德国法兰克福的 总部召开货币政策会议，决定继续维持欧元区三大关键利率不变，符合市场预期。 中国基金报消息，美东时间2月5日（周四），道指下跌近600点，纳指与标普500指数连续第三个交易日下 跌。大型科技股多数下跌，微软跌近5%。原油下跌，白银重挫。比特币跌破65000美元/枚，抹去特朗普胜 选以来全部涨幅。 道指收跌近600点 标普指数抹去今年涨幅 道指跌592.58点，跌幅为1.20%，报48908.72点；纳指跌363.99点，跌幅为1.59%，报22540.59点；标普500 指数跌84.32点，跌幅为1.23%，报6798.40点。 原油下跌 白银重挫 Challen ...

智己汽车联席CEO刘涛又又又道歉了……这次是因为曾在微博上炮轰并辱骂特斯拉。 据接近特斯拉人士向《次世代车研所》透露，刘涛发表不当言论后，特斯拉将其告上法庭，要求其赔偿并道歉。最终，刘涛同意道 歉，并向特斯拉赔偿了5万元。 此前这位网红CEO已经多次因营销"翻车"——据不完全统计，从2022年5月至今的近4年时间里，智己汽车出现了数次营销翻车，刘涛 公开道歉就至少达4次。 营销风波似乎对智己汽车的销量带来压力，数据显示，2022年—2025年，智己汽车已经连续三年未完成全年销量目标，且销量增速连 年下滑。在刚刚过去的1月，智己的销量更是环比"腰斩" 。 据悉，该事故发生于2022年11月，涉事车辆特斯拉Model Y在广东省潮州市饶平县第四中学附近失控造成2人死亡、3人受伤。涉事司 机称踩下制动踏板后车辆无法停止并失控加速。 当时，在相关部门尚未公布调查结果时，刘涛发布微博炮轰特斯拉。他当时表示："特斯拉对生命安全的漠视令人咋舌。技术和数据不 应该成为诡辩的帮凶，傲慢和冷酷不会成就一个伟大的品牌。品控差，温良恭俭让的中国用户忍了，草菅人命！您还要忍？" | 时间 | 事件 | 刘涛言行 | | --- | - ...

Market Overview - The Dow Jones Industrial Average fell by 592.58 points, a decrease of 1.20%, closing at 48,908.72 points [4] - The Nasdaq Composite dropped by 363.99 points, down 1.59%, ending at 22,540.59 points [4] - The S&P 500 index decreased by 84.32 points, a decline of 1.23%, closing at 6,798.40 points [4] Technology Sector Performance - Major technology stocks experienced significant declines, with Microsoft down nearly 5%, Amazon falling over 4%, and Tesla dropping more than 2% [9] - The overall sentiment in the tech sector suggests a potential end to the era of tech giants leading the market, as software stocks have seen substantial sell-offs [11] Economic Indicators - A report from Challenger, Gray & Christmas indicated that U.S. companies' layoff plans in January reached the highest level for that month since the global financial crisis, while hiring intentions fell to the lowest point [7] - The U.S. Labor Department reported a significant increase in first-time unemployment claims, reaching the highest level since early December [7] Commodity Market - Oil prices fell after a two-day increase, with WTI settling at $63.29 per barrel and Brent crude down 2.8% to $67.55 per barrel [14] - Silver prices experienced a sharp decline, dropping 18% at one point, with the closing price at $72.12 per ounce, and later falling below $70 per ounce [14][16] Cryptocurrency Market - Bitcoin saw a decline of 3.54%, touching $60,000, and has dropped over 20% in the past five days [20] - Ethereum fell nearly 3%, dropping below $1,800 [17] - Over the last 24 hours, more than 577,000 traders were liquidated, with a total liquidation amount of $2.601 billion [20]

Key Points - SpaceX's application to launch 1 million satellites has been accepted by the FCC, aiming to create a data center network in orbit to support advanced AI models [4][5] - NIO has announced a profit forecast for Q4 2025, expecting an adjusted operating profit between RMB 700 million (approximately $100 million) and RMB 1.2 billion (approximately $172 million), marking its first quarterly profit [7][8] - The 2025 Hurun China 500 list shows TSMC retaining the top position with a value increase of RMB 3.5 trillion, while Xiaomi enters the top ten for the first time with a valuation of RMB 1 trillion [13][14] - Alibaba has unified its AI model branding under "Qwen" and launched a promotional campaign offering 3 billion RMB in discounts through its Qwen app [15][16] - Baidu plans to distribute dividends for the first time in 2026 and has authorized a share buyback program of up to $5 billion [16][17] - Li Auto is set to implement a "store partner" program to enhance operational efficiency and market responsiveness, giving store managers greater decision-making power [19] - Intel has appointed a new chief GPU architect, while Qualcomm has lost three key executives in a month [45][46] - Coupang has reported an expansion of a personal information leak affecting an additional 165,000 accounts, following a previous incident [53][54]

Group 1 - Meituan has agreed to acquire Dingdong Fresh Holding Limited for $717 million, which will make Dingdong a wholly-owned subsidiary of Meituan, enhancing its core competitive advantages on a larger platform [3] - Nvidia will not launch new gaming graphics chips this year due to a shortage of storage chips, marking the first time in thirty years, and will reduce the production of the current GeForce RTX50 series [3] - Amazon announced a capital expenditure of approximately $200 billion for 2026, exceeding market expectations, primarily for cloud infrastructure and AI technology development [3] Group 2 - Alphabet's Q4 revenue reached $113.83 billion, a year-on-year increase of 18%, with Google Cloud revenue growing by 48% to $17.66 billion [4] - NIO expects to achieve an adjusted operating profit of 700 million to 1.2 billion yuan in Q4 2025, marking its first quarterly profit [4] Group 3 - Baidu's board has approved a $5 billion share buyback plan and a dividend policy, with the first dividend expected in 2026, reflecting confidence in its growth prospects [6] - TSMC plans to invest approximately $17 billion in its Kumamoto plant for 3nm chip production, while also evaluating adjustments to its second wafer fab's process planning [6] - Guoxuan High-Tech plans to issue A-shares to raise up to 5 billion yuan for various battery projects and to supplement working capital [6] Group 4 - Samsung Electronics announced the construction of a dedicated HBM4 DRAM production line at its P4 plant, aiming to increase production capacity by nearly 20% [12] - Toyota continues to focus on hybrid vehicles after achieving six consecutive years of global sales leadership, with a projected decline in net profit for Q3 [12] - Sony Group's Q3 operating profit was 515.04 billion yen, exceeding market expectations, and it raised its full-year operating profit forecast to 1.54 trillion yen [12]

过去几年，AI 行业看起来一片繁荣。模型参数越卷越大，训练数据越喂越多，投融资动辄百亿美元。 但这场繁荣背后，电力依然是最大的瓶颈。 2026 年 2 月 5 日，马斯克在最新一场访谈中讲了 xAI 的真实遭遇：为了让 Colossus 集群上线，他们不 得不跨州修电厂，连关键部件都考虑自己造。芯片产能正呈指数级爆发，但电力供应却被死死卡在了审 批、冷却和设备交付的漫长周期里。 他给出的结论是：地面这条路，走不通了。未来 36 个月内，部署 AI 最便宜的地方会在太空。 为什么是太空？马斯克算过一笔账。 如果这件事发生，整个 AI 产业的游戏规则会被重写： 问题只剩一个：你信吗？ 第一节｜不是没芯片,是没电开机 过去行业谈算力瓶颈，盯的都是芯片产能。但马斯克指出，真正卡住 AI规模化的，不是 GPU，是电。 xAI的Colossus 2 集群部署了 33 万个 GB300 芯片。马斯克算过账：要让它们全开，加上网络设备、 CPU、存储、冷却系统、备用功率，总共需要 1 吉瓦发电能力。 什么概念? 美国全国平均用电 500 吉瓦，单个集群就要占 0.2%。 但即使理论上电够，这 1 吉瓦在现实中也接不上。 为什 ...

亚马逊发布最新财报显示，第四季度销售净额2133.9亿美元，预估2114.9亿美元，每股收益1.95美元， 预估1.96美元。公司预计2026年将投资约2000亿美元用于资本支出，预计第一季度营收为1735亿至1785 亿美元。这是迄今最新迹象表明美国科技企业短期内不会放缓其巨额人工智能投资。 2026年春节休市安排：2月15日（星期日）至2月23日（星期一）休市，2月24日（星期二）起照常开 市。另外，2月14日（星期六）、2月28日（星期六）为周末休市。此外，2月15日（星期日）至2月23日 （星期一）不提供港股通服务，2月24日（星期二）起照常开通港股通服务。 美股方面，三大指数集体收跌，道指跌1.2%，纳指跌1.59%，标普500指数跌1.23%。 大型科技股普跌，微软跌近5%，亚马逊跌超4%，AMD跌超3%，特斯拉跌超2%，英伟达跌超1%。谷 歌、苹果小幅下跌，Meta微涨。 纳斯达克中国金龙指数收涨0.9%，热门中概股涨跌不一，蔚来涨近6%，理想汽车涨超2%，小鹏汽车、 百度微涨；京东、网易、阿里巴巴、拼多多小幅下跌。 | | | 隔夜美股概览 | | | | --- | --- | --- | ...

马斯克究竟想干什么？ 2026年初，SpaceX宣布收购xAI，并同步披露将在近地轨道部署由太阳能驱动的AI数据中心。与此同 时，特斯拉与SpaceX联合提出"三年内在美国建设200吉瓦光伏产能"的目标——这一数字相当于当前美 国全部太阳能装机容量的十倍。 表面看，他是在能源、算力与航天交叉地带豪赌；但若深入其逻辑底层，便会发现，马斯克正在构建 的，根本不是一家公司或几项技术，而是一套脱离地球物理限制的新文明操作系统。 并不是又一个资本故事会 【文/观察者网专栏作者 心智观察所】 近期，太空光伏概念反复活跃，资本市场又在为"马年就炒马斯克"、"跟着马老师炒概念"兴奋地调高估 值。 还有消息说，马斯克近期"摸底"了中国光伏产业链，SPACE X团队走访了多家中国光伏企业。 过去几年，AI的爆炸式增长让全球陷入一种集体焦虑：算力需求正以指数级速度攀升，而地球的能源 供给却仍困在线性轨道上。据国际能源署（IEA）最新估算，仅训练一个前沿大模型所消耗的电力，就 足以支撑一个中等城市数月之久。微软、谷歌和Meta的数据中心集群年耗电量已逼近比利时全国水 平。 更令人不安的是，这种趋势没有刹车迹象。马斯克本人曾预测，未来 ...

Group 1 - Meituan announced the acquisition of Dingdong Maicai for approximately $717 million, aiming to enhance operational efficiency and align with their mission of improving food quality and living standards [3] - Dingdong Maicai's CEO emphasized that the merger will not diminish their core competencies in product quality, service, and supply chain efficiency, but rather enhance their value on a larger platform [3] Group 2 - Faraday Future launched three series of EAI robots, with the Futurist series starting at $34,990, and received 1,211 paid pre-orders by the end of the launch event [7] - Tesla promoted Phil Duan to the position of Director of Autonomous Driving Engineering, coinciding with the launch of their Robotaxi service [9] Group 3 - Alibaba unified its AI model branding under "Qwen" to eliminate confusion from multiple names, with the core brand now being Qwen [11] - Baidu's Wenxin Assistant faced issues with WeChat blocking its red envelope sharing links, leading to a shift to a "password red envelope" format [11] Group 4 - Xiaomi reduced the safety mileage threshold for its assisted driving feature from 1,000 km to 300 km to help users gradually familiarize themselves with the technology [11] - Leap Motor's COO set a target of 1.05 million units for 2026, emphasizing a steady and efficient approach to growth [12] Group 5 - Bosch China denied rumors of layoffs, clarifying that personnel adjustments were limited to specific departments and were normal in the context of industry changes [15] - Tesla's Shanghai Gigafactory is projected to account for over half of Tesla's global deliveries by 2025 [15] Group 6 - TSMC plans to invest $17 billion in its Japan factory to mass-produce 3nm chips, supported by government subsidies [16] - OpenAI's CEO responded to competition from Anthropic, defending their advertising model and emphasizing their commitment to providing affordable AI services [16] Group 7 - North Chip Life successfully listed on the STAR Market, marking it as the first innovative medical device company to pass the new standards [17] - Qian Gu Technology completed a C round financing of 700 million yuan, with participation from multiple investment firms [18] Group 8 - The AI comic market in China is expected to see a significant increase, with over 80,000 related companies registered by 2025, reflecting a 37.1% year-on-year growth [22] - The global automotive market is projected to see China's market share reach 35.6% by 2025, with a notable increase in vehicle sales [22][23]