特斯拉（TSLA）周五早盘上涨4.1%。在2025年利润下降46%并停产Model S/X以改造弗里蒙特生产线用 于生产人形机器人后，该公司表示2026年资本支出将增加一倍以上至约200亿美元，用于资助无人驾驶 技术和Optimus机器人。 责任编辑：张俊 SF065 特斯拉（TSLA）周五早盘上涨4.1%。在2025年利润下降46%并停产Model S/X以改造弗里蒙特生产线用 于生产人形机器人后，该公司表示2026年资本支出将增加一倍以上至约200亿美元，用于资助无人驾驶 技术和Optimus机器人。 责任编辑：张俊 SF065 ...

（文 / 观察者网 周盛明 编辑 / 高莘） 过去十年，汽车行业的主线是电动化。 而现在，电动化只是入场券，真正的胜负手正在转向智能化，以及更底层的AI基础设施，包括自动驾 驶算法、高算力芯片、AI算力中心、甚至通用型人工智能（AGI）。 1月29日，路透社连发三篇报道：一篇聚焦特斯拉宣布停产Model S/X、全力押注AI与人形机器人；一篇 详述SpaceX正与xAI筹划合并，意图打造"太空数据中心"；另一篇则指向中国在轨算力布局加速。 而就在前一天，特斯拉交出了史上最难看的一份年报：营收首次下滑，净利润接近腰斩，汽车业务收入 同比下降10%。 但扛着这份糟糕的财报，马斯克却抛出了更激进的计划——停产Model S/X，投资200亿美元（约合人民 币1389.14亿元）在AI、Robotaxi、人形机器人等领域，甚至计划整合旗下的公司，把算力中心放在太 空。 在特斯拉汽车业务萎靡的境地之下押注未来，从"硬件驱动型公司"向"物理AI公司"转型——马斯克展现 出了他一贯的赌徒式决策风格。对于中国汽车行业而言，这种决策方式并不适合照搬。 真正需要警惕的，其实是特斯拉的转型之路：汽车行业的竞争，也许正在新的维度展开 ...

Core Viewpoint - Tesla's recent earnings call was described as the most interesting in many quarters, but the company's outlook was characterized as vague and low in numbers, with a significant capital expenditure (capex) guidance of $20 billion for 2026 [1] Financial Outlook - The analyst noted that despite Tesla's substantial cash reserves of $44 billion, funding may become a topic of concern [1] - The investment in xAI indicates that achieving supercompensation targets may depend on corporate deals related to Elon Musk [1] Analyst Rating - Jefferies maintains a Hold rating on Tesla shares with a price target set at $300 [1]

Core Viewpoint - Truist has lowered its price target on Tesla (TSLA) to $438 from $439 while maintaining a Hold rating on the shares, indicating a cautious outlook on the stock's performance [1]. Financial Performance - Tesla reported modest upside to Q4 revenue and margins, although it did not provide guidance for Q1, which may raise concerns among investors regarding future performance [1]. Strategic Transition - The company is accelerating its transition to an AI hardware and software company, which is expected to incur significant capital expenditure (capex) costs [1].

Three mega-cap tech companies reported earnings on Wednesday, and the market's verdict was swift and brutal for one company while two Magnificent 7 members received stamps of approval. ...

TD Cowen raised the firm’s price target on Tesla (TSLA) to $519 from $509 and keeps a Buy rating on the shares. The firm said the Q4 outcome was fairly consistent with Cowen’s balanced setup view, as a solid margin beat and positive RoboTaxi updates were in part offset by the capex guide and absence of a specific timeline for unsupervised customer FSD. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See Insiders’ Hot Stocks on TipRanks >> R ...

证券日报网讯1月30日，友升股份（603418）在互动平台回答投资者提问时表示，公司为特斯拉 Model3、ModelY以及CyberTruck三款车型供货。Model S、ModelX停产对公司没有影响。 ...

据《华尔街日报》报道，特斯拉财报称2025财年第四季度利润暴跌61%。正当投资者眉头紧锁时，特斯拉却突然宣布将向马斯克的私人人工智能公司xAI 投入20亿美元，这究竟意欲何为？ 据《华尔街日报》报道，特斯拉财报中显示其2025财年第四季度利润暴跌61%。正当投资者眉头紧锁时，特斯拉却突然宣布将向马斯克的私人人工智能公 司xAI投入20亿美元。 这一决定令人咋舌，因为就在不久前，特斯拉股东刚刚否决了一项关于投资xAI的非约束性提案，反对票和弃权票明显多于赞成票。其实早在2024年夏 天，马斯克就已经发起过投票，试探股东是否会同意，那时候xAI估值240亿美元，现在xAI估值已经达到1200亿。 （图为马斯克在社交媒体上发布的公开投票）当前，特斯拉正面临一个关键转折点，中国电车市场发展势头迅猛，比亚迪取代特斯拉成为全球电动汽车销 量冠军，特斯拉第四季度营收下降3%至249亿美元，2025年全年营收更是同比下降3%至948亿美元。更严峻的是，特斯拉电动车销量在2025年同比下降 9%，被比亚迪甩开近60万辆的差距。 | 中国销量 | 1月 | 2月 | 3月 | 4月 | 5月 | 累计 | 同比 | | --- ...

Firefly Aerospace Inc. (NASDAQ:FLY) shares declined in early-morning trading on Friday, as investors digested reports of potential merger discussions between Tesla Inc. (NASDAQ:TSLA) and SpaceX.The stock’s decline comes amid broader market speculation following reports that Elon Musk‘s SpaceX is exploring merger possibilities with Tesla. According to a Benzinga report published Wednesday, a cryptic post from Musk in November has resurfaced, where he stated, “My companies are, surprisingly in some ways, tren ...

Tesla Stock Rises As Elon Musk's SpaceX Reportedly Mulls Merger | Investor's Business DailyBREAKING: [Trump Names Warsh New Fed Chairman]---Elon Musk's SpaceX reportedly is considering a merger with Tesla (TSLA) or xAI before the private space company's expected IPO later this year. Tesla stock rose modestly Friday after falling Thursday following earnings. SpaceX is mulling a combination with the EV giant or Musk's artificial intelligence startup xAI, Bloomberg reported late Thursday, citing sources. Any d ...