智通财经APP获悉，周五盘前，美联储官员鹰鸽分歧加剧，12月降息前景未明，美股三大股指期货集体 下跌，纳斯达克100指数期货大跌1.66%，明星科技股多数下跌，特斯拉(TSLA.US)跌超5%，英伟达 (NVDA.US) 、美国超微公司(AMD.US)跌超3%，谷歌-A(GOOGL.US) 、Meta Platforms(META.US)跌超 2%，亚马逊(AMZN.US)跌超1%。 此外，据媒体报道，上月特斯拉AI软件副总裁Elluswamy在会议上表示："如果你在特斯拉的人工智能团 队工作，明年将是你人生中最艰难的一年。"报道称，近两小时的全员会议被定位为一次"动员令"，期 间AI部门各级领导向员工传达了具体目标。这些目标关系将到马斯克本月新薪酬方案能否兑现。 消息面上，美联储关于12月是否进行年内第三次降息的决定正变得悬而未决。由于对通胀的担忧以及部 分官员认为劳动力市场依然稳健，越来越多决策者对进一步放松货币政策流露出犹豫，其中包括一些此 前坚定的支持者。波士顿联储主席Susan Collins和旧金山联储主席Mary Daly发出了迄今最明确的谨慎信 号。Collins直言，近期进一步放松政策的"门 ...

艾夫斯及其团队表示："这加剧了围绕空头'AI泡沫论'的担忧，以及对英伟达在华收入被切断的忧虑，还 有对'太大而不能倒'的OpenAI的议论……加上迈克尔·伯里的做空推文更是添乱。简而言之，我们认为这 对科技股来说只是一个短暂的小型恐慌时刻，因为我们相信，随着投资者寻求参与AI革命以及目前正 在消费端和企业端上演的第二、第三、第四轮衍生效应，科技股将在今年剩余时间内迎来大幅上涨。" 分析师指出，第三季度科技股财报季最重要的收获是微软(MSFT.US)、亚马逊(AMZNJ.US)和 Alphabet(GOOGL.US)公布的强劲云业务数据，以及由Meta平台公司和其他科技巨头引领的直至2026年 的大幅资本支出增长。分析师认为，随着AI交易进入下一阶段，科技巨头的资本支出在2026年可能从 今年的约3800亿美元增至5500亿至6000亿美元。 艾夫斯及其团队表示："这是一场AI军备竞赛，推动下一阶段增长的是科技巨头们的支出，而且这一趋 势到2026年也不会放缓，思科本周公布的乐观季度业绩和指引就是另一个积极数据点……我们认为这对 AI革命看涨论点是一个巨大的积极因素和验证时刻。" 智通财经APP获悉，投行韦德布 ...

Core Viewpoint - Billionaire investor Ron Baron remains committed to his Tesla shares despite recent market volatility, viewing the current tech selloff as an opportunity to identify bargains [1][2]. Investment Strategy - Baron has not sold any of his personal Tesla shares, maintaining a significant personal investment in the company, which constitutes approximately 40% of his net worth [2][4]. - He sold 30% of Tesla shares for clients a few years ago due to external pressures but has kept his personal holdings intact [2][3]. Financial Performance - Baron has realized approximately $8 billion in gains from Tesla over the years and anticipates the potential to earn five times that amount over the next decade [3]. Commitment to Investments - Baron made a lifelong commitment to not sell his Tesla and SpaceX shares until all his clients have sold their holdings, emphasizing his long-term investment philosophy [4].

Let's talk a little bit about Tesla because you have been an investor with Baron Funds since 2014. So more than a decade that you've been standing by Elon Musk. It's it's been a very good bet for your firm.You've made how many billion dollars on Elon Musk since then. >> Made about $8 billion in Tesla from $400 million when we started and uh in SpaceX we've made about $4 billion uh and uh since we started that in 2017. So about 12 or 13 billion we made so far.I think we're going to make five times that next ...

Core Insights - The investment in Tesla has yielded significant returns, with approximately $8 billion made since the initial investment of $400 million, and an additional $4 billion from SpaceX, totaling around $12-13 billion since 2017, with expectations of fivefold returns in the next decade [2][4]. Investment Strategy - The investment manager has a high concentration in Elon Musk's ventures, with 65% of personal investments tied to Tesla, SpaceX, and x AI, specifically 40% in Tesla and 25% in SpaceX, with the remaining 35% in mutual funds [4][5]. - The mutual funds have 22% invested in SpaceX and Tesla, with 11% each, and a smaller investment of $350 million in AI, which has doubled in value to $700 million [5]. Historical Context - The investment manager previously sold 30% of Tesla stock for clients due to concerns about the large position size, but maintained personal holdings, committing to not sell until clients had fully exited their positions [7][10][12]. - The stock had stagnated for several years before experiencing a significant increase following political events, leading to further sales for clients while the manager retained personal shares [10]. Future Outlook - There is a strong belief in the potential for Tesla's stock to increase significantly, with projections suggesting it could reach four times its current value in ten years, driven by advancements in automotive technology and robotics [17][18]. - The introduction of the Optimus robot is seen as a pivotal development, with expectations of producing a million units next year and potentially scaling to ten million, which could revolutionize labor efficiency [18][19].

格隆汇11月14日｜美股部分明星股盘前大幅走低，英伟达盘前跌3.3%，谷歌跌2.7%，博通跌2.5%，台 积电跌3.4%，特斯拉跌5%。 ...

（文章来源：每日经济新闻） 每经AI快讯，11月14日，美股部分明星股盘前大幅走低，英伟达盘前跌3.3%，谷歌跌2.7%，博通跌 2.5%，台积电跌3.4%，特斯拉跌5%。 ...

（央视财经《天下财经》）当地时间13日，美国消费品安全委员会在官网发布声明称，特斯拉公司将在 美召回1.05万件Powerwall 2储能产品，原因是相关产品存在起火风险。当天，特斯拉公司的股价收盘下 跌6.64%。 美国消费品安全委员会称，此次召回涉及的电池供电系统"可能出现故障并过热"，从而增加人员烧伤或 死亡风险，此前特斯拉曾收到22份Powerwall 2过热的报告，其中包括6起冒烟报告以及5起火灾报告导 致"轻微财产损失"，目前尚未有人员受伤报告。特斯拉将召回原因归咎为第三方电池缺陷，但没有透露 供应商的名字。 特斯拉方面强调，召回事件不会影响购买新款Powerwall设备的客户，公司正在通过远程方式限制受影 响设备的充电量，以将风险降至最低，同时为用户安排免费更换事宜。据CNBC报道，今年第三季度， 特斯拉最大的业绩增长引擎就来自销售powerwall的储能部门，该部门第三季度的收入同比增长44%至 34.2亿美元。 另据美国媒体13日报道，特斯拉人工智能部门高管10月在内部会议上表示，明年将成为该部门员工职业 生涯中最艰难的一年。今年早些时候，特斯拉首席执行官马斯克表示，从长远来看，对公司最重要 ...

2026年可能是机器人全面爆发的时期。但意外的是，人们最期待的"人形机器人革命"并不会发生；反而是无人驾驶、无人机正在加速 逼近大规模落地，真正的科技冲击波才刚开始形成。 据追风交易台，摩根士丹利机器人团队本周发布2026年十大预测报告，对投资者而言最关键的洞察包括：人形机器人仍处于营销、融 资工具的阶段而非实用阶段，但自动驾驶和无人机领域将迎来突破性进展。特斯拉有望在德克萨斯州等地实现完全无人驾驶， Waymo城市覆盖数量将增长5-10倍。科技巨头Mag 7将加速进入实体机器人领域，可能诞生首个万亿美元私人独角兽企业。脑机接口 技术将在特定任务上超越人类能力。 人形机器人：希望与炒作并存，短期更像融资工具 自动驾驶监管加速跟进 大摩预测，自动驾驶的快速扩张，将倒逼美国联邦政府的自动驾驶法规加速落地，相关政策窗口期或在2026年出现。 大摩认为，尽管具身智能未来潜力巨大，但2026年的人形机器人更偏"营销与募资噱头"，而非真正投入大规模生产力。 由于手部灵巧性不足、环境复杂、任务多样等难题，"人形机器人仍处在训练数据与应用模式探索阶段"。大摩分析师 Adam Jonas 表 示，"我们期待拿到首台1X NEO ...

RT Tesla Owners Silicon Valley (@teslaownersSV)For the culture @SjvTesla https://t.co/NxviludSwa ...