【市场复盘】 2.马斯克于周二表示，公司旗下Cybercab自动驾驶出租车、Optimus人形机器人的初期生产速度将"极其 缓慢"，之后才会逐步提升。据了解，Cybercab是一款双座车型，整车未配备方向盘、踏板等人工操控 装置。这家电动汽车制造商此前曾表示，Cybercab计划于2026年启动大规模量产，Optimus人形机器人 则"有望"在2026年底开启量产。 3豪恩汽电（301488）在互动平台表示，公司和英伟达合作开发的机器人域控大脑产品目前处于正常开 发阶段，公司将在产品完善、客户需求确定并保证所有相关事宜妥当后及时进行相关产品的推出。同时 该域控产品暂未形成收入，请广大投资者注意投资风险。 【机构观点】 国投证券认为，人工智能应用领域正在快速发展，不仅在理论研究和技术创新上取得了显著突破，更在 各行各业的应用中展现出了强大的生命力和广阔的市场前景。 【热门ETF】 本周三（1月21日），科创人工智能ETF华夏（589010）上涨2.74%，报1.610元。指数开盘冲高后震荡 上行，止跌回升态势显著，持仓股涨多跌少，30只成分股中20只上涨，澜起科技以11.90%领涨，云天 励飞、恒玄科技、芯原股 ...

本文源自：金融界AI电报 在特斯拉股价上涨带动韩国电池板块反弹之际，LG能源解决方案股价上涨5.8%。 ...

January 21, 2026 07:18 AM GMT Autos & Shared Mobility | North America 4Q25 Preview: Memory and Commodity Inflation in Focus We highlight 5 key themes for this earnings season: memory shortage, commodity inflation, powertrain mix shift, physical AI, and policy impacts. With all eyes on 2026 guides, we reit. preference for ICE over EV (OW GM, UW RIVN/LCID) and secular growth (OW CVNA). As outlined in our outlook, we entered 2026 with a constructive bias toward ICE oriented OEMs and suppliers, and a more cauti ...

Summary of Key Points from Conference Call Records Industry Overview - **Macro Industry**: The discussion centers around the technology sector, particularly the impact of AI on the macroeconomic landscape in the U.S. and China, as well as investment opportunities in various sub-sectors like commercial aerospace and humanoid robotics [1][3][17][19]. Core Insights and Arguments AI and Economic Growth - AI capital expenditures are projected to drive U.S. economic growth, with major tech companies expected to spend approximately $350 billion to $360 billion by 2025, accounting for about 1% of GDP and growing at a rate of 60%-70% [1][3]. - The contribution of AI to macroeconomic growth is estimated to be around 0.6%-0.7% [1][3]. - By 2026, capital expenditures from the top five U.S. tech companies are expected to reach $500 billion to $510 billion, indicating sustained investment-driven growth, albeit at a potentially slower pace [3][5]. AI's Impact on Various Industries - AI technology is having a comprehensive impact on the semiconductor industry, leading to price increases in mature processes and the rise of domestic computing power [1][12][14]. - The storage sector is also benefiting from AI, with new technologies driving demand for NAND and DRAM [11][12]. - In the commercial aerospace sector, investment opportunities are concentrated in rocket assembly, core aerospace engines, and satellite payloads, with companies like BoLite and Zhenlei Technology highlighted as key players [1][17]. Concerns and Risks - There are growing concerns about a potential bubble in the AI sector, particularly as discussions around the transition from short-term to long-term economic benefits intensify [6][9][13]. - The stability of macroeconomic policies is crucial to ensure a smooth transition and to mitigate risks associated with the AI narrative [5][6]. China's Technological Landscape - China has surpassed Japan in R&D spending, becoming the second-largest globally, and leads in PCT patent applications, indicating significant advancements in technology [8][7]. - However, the impact of these advancements on labor productivity remains limited, primarily reflecting in capital markets rather than the real economy [7][8]. Additional Important Insights - The humanoid robotics industry is transitioning from component manufacturing to key assembly stages, with companies in Tesla's supply chain, such as Sanhua and Topband, being noteworthy [2][20][21]. - Investment opportunities in the commercial aviation sector are expected to rise due to increased domestic production capabilities, particularly in engine manufacturing [18]. - AI applications in retail are opening new growth avenues, with companies leveraging AI tools to enhance operational efficiency and consumer engagement [25]. - The development of AI glasses is anticipated to grow significantly, with a projected increase in global shipments and sales exceeding 50% over the next five years [26]. Conclusion - The overall sentiment is cautiously optimistic regarding the future of AI and its integration into various industries, with a focus on the importance of stable macroeconomic policies and the potential for significant technological advancements to drive productivity and economic growth [15][16].

来源：环球市场播报 电动汽车分析师索耶·梅瑞特在X上分享消息称：美国保险公司Lemonade宣布，将为特斯拉车主提供 50%的保费折扣，前提是车辆的 FSD（全自动驾驶）功能启用，因为数据显示该功能可以降低事故发生 率。 Lemonade联合创始人兼总裁沙伊·温宁格表示："一辆能够全方位观察、从不犯困、反应速度可达毫秒级 的汽车，人类根本无法与之相提并论。除了今天的产品发布之外，我们还宣布了对特斯拉社区的承诺 ——随着 FSD 软件的安全性不断提高，我们的价格也将随之下降。" 马斯克回应称："特斯拉自动驾驶功能激活后，保险费减半，因为它大大提升了安全性。" 美股频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 ...

截至今年1月19日，马斯克的净资产为6810亿美元，同比增长52%。在2024年大选期间至少投入 2.77亿 美元支持特朗普及共和党之后，马斯克出席了特朗普就职典礼，并作为美国政府效率部(DOGE)的代言 人与白宫密切合作。在5月离任后，马斯克与特朗普曾公开决裂，不过后来又和解了。 黄仁勋的财富达到1540亿美元，同比增长32%。黄仁勋没有出席特朗普就职典礼，但英伟达向总统就职 委员会捐赠了100万美元。黄仁勋在特朗普上任后不久就与他会面，英伟达也在AI政策上与白宫进行了 合作。 贝佐斯的财富为2610亿美元，同比增长了7%。贝佐斯的财富大多与亚马逊股票相关，自特朗普第二次 上任以来实现增长。作为亚马逊创始人兼董事长，贝佐斯与现任妻子劳伦·桑切斯(Lauren Sánchez)一同 出席了就职典礼。亚马逊还向总统就职委员会捐赠了100万美元。 扎克伯格的净资产为2200亿美元，同比增长1%。扎克伯格与特朗普曾有一段长期紧张的关系，这段关 系可追溯到2024年大选前的数年。当时，由于脸书在1月6日国会骚乱事件后封禁了特朗普的账户，特朗 普曾一度威胁要将扎克伯格送入监狱。(作者/箫雨) 四大科技富豪 凤凰网科技讯 ...

三、上市公司重要公告 1月21日盘后，奥泰生物披露增持情况；宸展光电、深水海纳、恒帅股份、卫宁健康、祥源新材、卡莱 特、洪兴股份、福石控股、新迅达、东箭科技、雅艺科技、晶瑞电材、雪祺电气、蓝箭电子、闻泰科 技、禾望电气、北方导航、华达新材、格林达、永安期货、信捷电气等21家A股上市公司披露减持情 况。 八、外围市场与关联资产 美股三大指数集体收涨，道指涨1.21%，纳指涨1.18%，标普500指数涨1.16%；大型科技股多数上涨， 英特尔涨超11%，AMD涨超7%，英伟达、特斯拉涨超2%；存储概念股走强，闪迪涨超10%，西部数据 涨超8%；美股地区银行指数涨4.7%，创8月份以来最大单日涨幅。 纳斯达克中国金龙指数收涨2.22%，新氧涨14.93%，百度涨8.20%，世纪互联涨7.17%，1药网涨6.89%。 纳斯达克中国金龙指数收涨2.22%，新氧涨14.93%，百度涨8.20%，世纪互联涨7.17%，1药网涨6.89%。 声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个 ...

一、国际新闻 国际市场方面，美国天然气期货价格出现显著上涨，盘中涨幅一度扩大至30%，现报5.083美元/百万英 热，此前曾分别录得29%、28%及27%的涨幅，价格逐步攀升至5.043美元、5.009美元和4.963美元/百万 英热。 贵金属市场则呈现下跌态势，现货黄金和纽约期金价格持续下探，现货黄金先后失守4820、4810、 4800、4790美元/盎司，日内跌幅分别达0.25%、0.44%、0.64%、0.86%；纽约期金同步失守上述关口， 日内跌幅为0.36%、0.57%、0.78%、0.98%。 现货白银和纽约期银同样承压，现货白银失守93、92、91美元/盎司，日内跌幅分别为1.68%、2.93%、 3.74%；纽约期银对应失守上述关口，日内跌幅为1.79%、2.97%、3.87%。 美股市场表现强劲，三大指数均收涨超1%，道指涨1.21%，纳指涨1.18%，标普500指数涨1.16%；盘中 道指一度涨1.06%至49000.391点，纳指涨1.09%至23204.431点，标普500指数涨1.04%至6867.240点。 个股方面，英特尔涨超11%，创四年来最高水平；AMD涨8.3%，闪迪涨超 ...

Core Viewpoint - The U.S. stock market experienced a significant rebound following President Trump's cancellation of new tariffs on European countries and his announcement of a "framework agreement" regarding Greenland [1][3]. Market Performance - The Dow Jones Industrial Average rose by 1.21%, closing at 49,077.23 points; the S&P 500 increased by 1.16%, ending at 6,875.62 points; and the Nasdaq Composite gained 1.18%, finishing at 23,224.82 points [2]. Political Developments - Trump stated at the World Economic Forum in Davos that he would not use military force to acquire Greenland, which positively influenced the stock market. He mentioned a productive discussion with NATO Secretary General Mark Rutte, leading to a future agreement framework concerning Greenland and the Arctic region [3]. - Trump had previously announced a 10% tariff on goods from Denmark, Norway, Sweden, France, Germany, the UK, the Netherlands, and Finland, set to take effect on February 1, with a potential increase to 25% by June 1 if an agreement on Greenland was not reached [4]. Market Reactions - The stock market had previously declined sharply due to Trump's escalation of tariff threats and the possibility of military action regarding Greenland, marking the worst single-day performance since October 10 [6]. - The market's reaction to Trump's tariff cancellation reflects a trend where investors no longer assume his statements will be executed, indicating a level of unpredictability in his administration's policies [7]. Stock Performance - Major technology stocks mostly rose, with Nvidia up 2.95%, Apple up 0.39%, Microsoft down 2.29%, Google up 1.98%, Amazon up 0.13%, Meta up 1.46%, Tesla up 2.91%, Broadcom down 1.14%, Oracle down 3.36%, Netflix down 2.18%, Micron Technology up 6.61%, AMD up 7.11%, and Intel up 11.72% [7]. - Chinese concept stocks also saw gains, with the Nasdaq Golden Dragon China Index rising 2.21%, Alibaba up 3.87%, JD.com up 2.43%, Pinduoduo up 1.40%, NIO up 2.41%, Xpeng up 1.70%, Li Auto up 2.48%, Bilibili up 5.65%, Baidu up 8.17%, while NetEase fell 4.07%, Tencent Music down 0.80%, and Pony.ai up 2.55% [7].

要闻提示 NEWS REMIND 1.欧盟拟推"高风险供应商"禁令，华为回应：以国籍设限违背公平原则！ 2.DeepSeek新模型"MODEL1"曝光 3.俞敏洪开办"退休俱乐部"，针对50到75岁人群推19.9元体验课 4.《愤怒的小鸟》重返中国市场，由金山世游独家发行运营 5.某汽车品牌LOGO撞脸小米？网友：百分百在蹭小米 6.爱奇艺CFO汪骏离职，财务高级副总裁曾颖暂代 1月21日消息，就欧盟拟推"高风险供应商"禁令一事，华为公司迅速作出回应，强调该立法若以供应商国 籍为依据实施限制，不仅违背欧盟自身法律原则，更严重违反世界贸易组织（WTO）规则。据悉，欧盟委 员会于当地时间1月20日公布《欧盟网络安全法》修订草案，计划在包括5G通信、半导体、电力系统、自 动驾驶、医疗设备等18个关键领域，逐步淘汰所谓"高风险供应商"的组件和设备。尽管文件未明确点名任 何国家或企业，但其政策指向性明显，被广泛视为针对中国高科技企业的又一遏制举措。 这一草案的适用范围较欧盟2020年推出的5G安全"工具箱"有了显著扩大，当时的"工具箱"主要针对5G网 络设备，主要限制华为等被认为风险较高的供应商，但由于设备替换成本高昂 ...