Market Overview - The U.S. stock market is experiencing volatility due to President Trump's tariff threats, the Federal Reserve's interest rate decision, and earnings reports from major tech companies [1][2][11] - The S&P 500 index had a 2% increase before a drop of over 2% following tariff announcements [1] Federal Reserve Interest Rate Decision - The Federal Open Market Committee (FOMC) is expected to maintain the federal funds rate at 3.5% to 3.75% during its meeting on January 28 [3] - The likelihood of a 25-basis-point cut is only 4% according to CME Group's FedWatch tool [3] - Recent economic data suggests a resilient jobs market, with the unemployment rate improving to 4.4% in December from 4.5% in November [4][5] Earnings Reports from "Magnificent Seven" - Four companies from the "Magnificent Seven" will report earnings this week: Tesla, Microsoft, Meta Platforms, and Apple [6][11] Tesla - Expected revenue for Tesla in Q4 is $24.9 billion, a 3% decrease, with non-GAAP earnings projected to drop 45% to $0.40 per diluted share [6] - Focus will be on CEO Elon Musk's comments regarding physical AI initiatives [7] Microsoft - Anticipated revenue increase of 15% to $80.3 billion, with non-GAAP earnings expected to rise 20% to $3.86 per diluted share [8] - Investors will pay attention to Azure's revenue growth and generative AI adoption [8] Meta Platforms - Expected revenue growth of 21% to $58 billion, with non-GAAP earnings projected to increase 3% to $8.23 per diluted share [9] - Investors are looking for continued trends in engagement and advertising conversion rates due to AI investments [9] Apple - Expected revenue increase of 11% to $138 billion, with GAAP earnings also projected to rise 11% to $2.67 per diluted share [10] - Market focus will be on iPhone sales and updates regarding AI innovation [10]

由数百万辆特斯拉汽车组成分布式超级计算机，用于训练、部署人类模拟器(human emulator)，成熟的 人类模拟器可以在数字环境中成为执行办公任务的智能体(agent)，最终将实现大规模自动化的白领数字 工作。 xAI前工程师苏莱曼.汗.戈里(Sulaiman Khan Ghori)近期在播客节目《Relentless》中讲述了xAI的上述计 划，这期节目于2026年1月15日播出，节目播出后不久，戈里于1月19日在社交平台宣布离开xAI，外界 认为访谈内容可能触及内部保密信息，xAI或马斯克本人至今未就此事公开发表评论。 戈里介绍称，仅北美地区就有大约400万辆特斯拉汽车，假设其中三分之二或者一半配备的是 Hardware4，这些车大概有70%到80%的时间是停在那儿闲置的，可能正在充电。它们已经有网络连 接、有冷却系统、有电源，公司完全可以直接向车主付费，租赁他们车辆的闲置时间，并在车载电脑上 运行人类模拟器。车主可以获得租赁费用，xAI则可以训练部署人类模拟器，可以用来投入工作。这样 一来不需要任何新的基础设施建设，完全是纯软件实现的。 人类模拟器和特斯拉汽车训练计划曝光后，xAI官方沉默进一步放大 ...

The Indian government has reportedly reached an agreement with the EU to lower tariffs on cars imported into India from the bloc from 110% to 40%.Tariffs Could Go LowerThe two governments are expected to announce the deal this week, with the tariffs on imported cars further going down to 10% over time, Reuters reported on Sunday.The agreement would see an immediate reduction in tariffs by the Indian government on cars with an import price of around 15,000 Euros (approximately $17,700), anonymous sources cit ...

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IT之家 1 月 26 日消息，埃隆 · 马斯克阐述了他认为特斯拉和 SpaceX 终将远超竞争对手的原因，指出自动驾驶、机器人技术以及天基能源这三大力量将从根 本上重塑经济规模。 马斯克近期在社交平台 X 上发布了两条推文，称上述两家公司所处的领域，其发展并非呈线性增长，而是指数级增长。 有 X 平台用户指出，SpaceX 的估值已超过美国六大国防公司的总和。马斯克对此回应称，天基产业的经济价值最终将超越地球经济的总价值。他表示，太 空能为人类提供的能源总量约为地球的十万倍，而这些能源仍然不到太阳能量的百万分之一。 IT之家注意到，在后续发布的推文中，马斯克还称："凭借自动驾驶技术，特斯拉的市值已超过其他所有汽车厂商的总和。"他补充称，这一估值还未将特斯 拉的人形机器人"擎天柱"（Optimus）纳入考量。这位首席执行官表示，一旦擎天柱实现规模化量产，有望将全球 GDP 提升一个数量级。 ...

点 击 蓝 字 关 注 我 们 本文全文共 3502 字，阅读全文约需 12 分钟 目录 国内新闻 1.全国机动车保有量达4.69亿辆 新能源汽车保有量4397万辆 2.北京新能源汽车保有量超130万辆 3.一汽-大众大众品牌2026年新车规划 将推出8款全新车型 4.乐道汽车:1月内将完成超8000块全新电池包的增投目标 1.印度与欧盟达成汽车关税下调协议 5.北汽蓝谷投资19.91亿元升级享界超级工厂 预计2026年3月开工 6.奇瑞与一嗨出行战略合作 7.广汽埃安与滴滴联手打造 Robotaxi R2交付 1. 东风商用车超级智慧工厂在湖北十堰投产 8.宁德时代与闽运集团深化战略合作 推动公共交通全面电动化 2. 宁德时代发布轻型商用车领域首款量产钠电池 国外新闻 2.菲律宾2025年汽车销量达491,395辆 同比增长3.7% 3.阿联酋加速推进无人驾驶商业化 4.特斯拉启动无安全员自动驾驶出租车服务 商用车 3. 玉柴发布全球首个飞轮增程技术品牌 4. 河南出台21条硬措施为货车司机服务 国内新闻 1 全国机动车保有量达4.69亿辆 新能源汽车保有量4397万辆 时间:2026.1.26 来源:易车 ...

Core Viewpoint - Tesla is set to report its Q4 2025 earnings on January 28, with expectations of growth in its Energy Generation and Storage business despite a decline in vehicle deliveries [2]. Group 1: Tesla's Performance - Tesla's Q3 production totaled 447,450 units, a 5% year-over-year decline, while Q4 deliveries reached a record 497,099 cars, up 7.4% from the previous year [3]. - Total automotive revenues for Tesla were $21.2 billion, reflecting a 6% year-over-year increase, surpassing estimates of $18.86 billion [4]. - Energy Generation and Storage revenues were $3.4 billion in Q3 2025, a 44% increase year-over-year, exceeding estimates of $2.9 billion [5]. Group 2: Energy Generation and Storage Business - The Energy Generation and Storage segment is experiencing robust growth, driven by strong demand for products like Megapack and Powerwall [6]. - In Q4, Tesla deployed 14.2 GWh of energy storage products, setting a new record, with expected revenues of $3.4 billion, indicating an 11% year-over-year increase [7]. - The segment boasts a gross margin estimate of 31.1%, an improvement of 5.9 percentage points from the previous year, highlighting its profitability [8]. Group 3: Earnings Projections - The Zacks Consensus Estimate for Tesla's upcoming quarter is $25.11 billion in sales and earnings of 44 cents per share, with a slight decrease in the earnings estimate over the past month [9]. - Tesla's current Earnings ESP is +3.15%, but the model does not predict a definitive earnings beat due to a lack of favorable conditions [10]. Group 4: Competitor Insights - Cummins Inc. is expected to report Q4 results on February 5, with an Earnings ESP of +4.82% and a Zacks Rank of 3 [11]. - BorgWarner is scheduled to report on February 11, with an Earnings ESP of +4.47% and a Zacks Rank of 3 [12]. - Rivian Automotive, set to report on February 12, has an Earnings ESP of +12.02% and a Zacks Rank of 3 [13].

Investment Rating - The report maintains an investment rating of "Positive" for the Robotaxi industry [2][10]. Core Insights - The Robotaxi industry is expected to experience rapid growth in the U.S. by 2026, driven by advancements from companies like Tesla and Waymo [6][5]. - Tesla has initiated public operations of its fully autonomous Robotaxi fleet in Austin, with plans for widespread application by the end of 2026 [6]. - Waymo is expanding its operational areas significantly, with plans to increase the number of cities it serves, including Miami and others [6]. Summary by Sections Recent Developments - Tesla's fully autonomous Robotaxi fleet began public service in Austin on January 22, 2026, with gradual increases in vehicle numbers planned [6]. - Waymo has expanded its operational area in Austin from 90 to 140 square miles and is set to launch services in additional cities [6]. Future Projections - By the end of 2026, Robotaxi services are anticipated to be widely adopted across the U.S., influencing related industries domestically [6]. - Tesla's Cybercab is expected to enter production in April 2026, with a projected cost of less than $0.20 per mile for large-scale operations [6]. Investment Recommendations - The report recommends investing in companies such as Ponyo, Horizon Robotics, and XPeng Motors, while also suggesting to monitor other players like Didi Global, Uber, and Cao Cao Mobility [6].

The dollar fell against most of its major peers as potential US involvement in foreign-exchange intervention in Japan hurt sentiment toward the world’s reserve currency. Gold rose above $5,000 for the first time on haven demand.The Bloomberg Dollar Spot Index slid as much as 0.5% to the lowest level since September after a rate check Friday by the Federal Reserve Bank of New York spurred speculation the US may assist Japan in efforts to weaken the greenback versus the yen. Japan’s currency jumped as much a ...

导读：美国和加拿大的特斯拉取消车道保持功能，如今中国的大部分车型均标配该功能。 （文 / 观察者网 周盛明 编辑 / 高莘） 值得注意的是，在促进FSD的订阅率方面，特斯拉近期动作频频。马斯克此前宣布，特斯拉将于今年2 月14日之后取消辅助驾驶系统FSD的一次性买断模式，之后用户将只能通过按月订阅的模式使用FSD。 目前尚不知晓中国是否也会同步这一政策。 马斯克并未就一系列政策转变说明原因。不过外媒猜测，这一举措和马斯克与董事会此前签订的对赌协 议有关。 去年11月，特斯拉股东批准了马斯克的天价薪酬方案。根据该方案，如果特斯拉能够达成一系列市值和 运营里程碑，马斯克将有望获得价值约1万亿美元的股票——其中一个目标就是"实现1000万活跃的FSD 订阅用户"。 目前，特斯拉尚未透露有多少客户购买或正在按月订阅FSD。 此前，特斯拉为新车标配"基础辅助驾驶"功能，包括"主动巡航控制"和"车道内智能辅助转向"。在政策 更新后，美国和加拿大的新车取消了后者。 据悉，"车道内智能辅助转向"即"车道保持"功能，如今中国的大部分车型均标配该功能。 特斯拉此举也引发了诸多北美车主的不满。有车主在社交媒体发文称："包括我在内， ...