Grok be likehttps://t.co/vkOr7sFVq4 ...

今天的全球市场，仿佛坐上了一辆失控的过山车。美股开盘狂欢，收盘惨淡；A股高开低走，资金悄然调仓。背后隐藏的，是投资者对人工智能泡沫的担 忧、美联储降息预期的摇摆，以及一场全球资本的重构浪潮。 1. 短期谨慎，长期布局：市场调整或近尾声，A股中期向好逻辑未变（如低估值修复、政策支持）。操作上建议逢低布局消费、新能源等确定性板块。 引言 1. 戏剧性逆转：美股三大指数早盘在英伟达和沃尔玛亮眼财报的推动下强势上涨，纳指一度涨超2.5%，但午后风云突变，科技股集体抛售导致指数大幅 收跌。最终，道指跌0.84%，标普500指数跌1.56%，纳指暴跌2.15%，创下数月来最大单日跌幅。 2. 科技巨头"熄火"：英伟达盘中涨幅一度达5%，但收盘反而跌超3%；亚马逊、特斯拉、微软等科技"七巨头"全线下跌。市场对AI概念股的估值担忧加 剧，即便业绩超预期，也难挡获利盘出逃。 3. 波动率飙升：恐慌指数VIX跃升至26.42，为7个月新高。资产管理公司Nationwide策略师马克·哈克特指出："这是一次协调性的风险厌恶交易——从科 技股到加密货币都在被抛售。" 1. 反弹昙花一现：昨日A股三大指数早盘高开上行，但午后集体翻绿， ...

Investor Ross Gerber, co-founder of investment firm Gerber Kawasaki, has hailed Tesla Inc.'s (NASDAQ:TSLA) Full Self-Driving (FSD) v14 for its improvements over the previous iteration.A Big Step UpTaking to the social media platform X on Thursday, the investor shared that he was using the FSD v14.1.7 on his Cybertruck. "This version is a big step up from 13 which was not good," Gerber said, sharing that he was "pretty pleased" with the system's improvements with the updates.However, the investor did outline ...

Group 1: Tesla's Robotaxi Deployment - Tesla has completed the self-certification process for its robotaxi in Nevada, allowing for deployment on state roads, pending approval from the Nevada Transportation Authority for commercial operation [1] - CEO Elon Musk aims to expand ride-hailing services to up to 10 metropolitan areas by the end of the year, with a fleet exceeding 1,000 vehicles, including operations in Nevada, Florida, and Arizona [2] - Tesla's robotaxis are already operating commercially in San Francisco and Austin, with ongoing hiring in cities like Las Vegas, Dallas, Houston, Tampa, and Orlando to support deployment [3] Group 2: Competitive Landscape and Regulatory Environment - A competitive landscape is emerging in California, with companies like Uber, Tesla, and Waymo vying to influence robotaxi regulations [4] - Waymo has proposed that companies offering autonomous ride-hailing services submit quarterly reports, a suggestion opposed by Tesla [4] - Amazon has launched its Zoox robotaxi service in San Francisco, providing free rides to select members of the public [4] Group 3: Stock Performance - Tesla's stock price experienced a decline of approximately 2% on Thursday, although it has increased by over 15% in the past year [5]

Core Insights - Elon Musk emphasized the dominance of SpaceX and Tesla in their respective industries, countering criticism regarding his future predictions [1][2] SpaceX Insights - Musk stated that SpaceX is projected to carry approximately 90% of Earth's orbital payload this year, reinforcing the company's leading position in the space sector [2] - Musk's previous claims included a prediction that the Starship rocket would eventually handle 95% of Earth's orbital payload once operational [3] Tesla Insights - Tesla's market capitalization exceeds $1.3 trillion, significantly higher than its closest competitor, Toyota Motor Corp, valued at around $250 billion [4] - Tesla's market cap is greater than the combined market capitalization of the next 14 automakers, including Ford and General Motors [4] - Tesla is noted for strong momentum and quality metrics, satisfactory growth, but poor value, with a favorable price trend in the medium and long term [6] Future Ambitions - Musk highlighted SpaceX's role in developing solar-powered AI data centers in orbit, with a potential delivery capacity of around 300 GW per year of solar-powered AI satellites [5]

Grok just called Elon the greatest human in history.Legacy media: “Narcissist! Cult!”Real reason they seethe:• EVs from joke → world’s most valuable car co• Reusable rockets real, NASA still in PPT era• Starlink saves lives while govs lie• Bought Twitter → ended mass censorship• Tesla Energy > most countries’ grid storage• Building uncensored AGIName one living person who moved civilization more in 20 yrs.I’ll wait.They bet he’d fail at everything. He won everything. Publicly.That’s the unforgivable sin. ...

此外，据中新经纬报道，越来越多的美联储官员担心，在通胀仍高企的情况下过度降息的风险。根据上 月会议纪要，在连续第二次降息后，美联储许多官员倾向于反对12月再降息。 韩国市场上，SK海力士股价下跌9%，三星电子跌5%。日股AI及半导体概念股集体下挫，铠侠跌超 12%，软银集团一度跌超10%，爱德万测试跌近9%，东京电子跌超5%。 隔夜的美股市场上演"过山车"式行情，尽管英伟达强劲财报一度显著提振了市场情绪，纳指一度涨超 2%，但随着估值担忧卷土重来，以及降息预期进一步受挫，美国三大指数悉数收跌。 截至收盘，道琼斯指数跌0.84%，标普500指数跌1.56%，纳斯达克综合指数跌486.18点，跌幅2.15%。大 型科技股集体下挫，AMD跌超7%，甲骨文跌超6%，英伟达跌超3%，亚马逊跌逾2%，微软跌逾1%，特 斯拉跌超2%，谷歌跌超1%，苹果跌近1%，脸书跌0.19%。 导致美股上演"过山车"行情的背后，是美联储官员的鹰派言论和对AI高估值的担忧引发市场风险偏好回 落，这再度触发了美股大规模技术性抛售。 知名投资人、华尔街"大空头"迈克尔·伯里（Michael Burry）则在社交平台再度发文，抨击AI泡沫。他 ...

Ron Baron"I don't expect to sell my personal Tesla or SpaceX shares in my lifetime"https://t.co/QNuYt2Am8V ...

根据浙江法院网公开信息，特斯拉（上海）有限公司与杭州无忧传媒有限公司新增一则开庭公告，原告 为特斯拉公司，案由为合同纠纷，该案定于11月24日在杭州市萧山区人民法院开庭审理。 无忧传媒相关负责人今日对新浪科技表示，根据双方的和解协议，他们已于11月17日向特斯拉退付相关 款项7761元。而特斯拉一方也已在收到款项的2个工作日内，向法院递交了撤诉申请。但由于法院流 程，该案件将于11月24日开庭审理的公告还显示在浙江法院网的公开信息栏里。 特斯拉客户支持11月20日发文回应此事，表示曾三次向对方在订购协议上预留的电子邮箱发送催款邮 件，并多次拨打对方登记的电话号码尝试联系，但对方在得知来意后直接挂断。最终特斯拉在联络无果 后启动了诉讼流程，目前经过法院调解圆满解决。 责任编辑：王翔 无忧传媒方面表示，此次纠纷与购车补贴政策有关，目前双方已达成和解，特斯拉也提交了撤诉申请。 ...

在摩根士丹利第24届亚太峰会上，大摩知名分析师Adam Jonas与有着"自动驾驶教父"之称的Sebastian Thrun进行了一场深度对话。作为Google X的创始人及Waymo前身项目的缔造者，Thrun的观点为投资者 拨开了AI与机器人领域的迷雾。 针对当下火热的人形机器人赛道，Thrun提出了一个看似矛盾但极具洞察力的观点：它们同时被"过度炒 作"和"未被充分重视"。 被高估： 市场对于人形机器人替代人类劳动力的总潜在市场规模有着过高的情绪化预期。 被低估： 市场严重低估了让机器人执行开放式任务和拥有"灵巧手"的实际工程挑战。这表 明，距离真正的通用人形机器人落地，仍有巨大的技术鸿沟需要跨越，尤其是物理交互层 面。 据追风交易台，11月20日，摩根士丹利发布纪要。本次对话的核心结论非常明确，直指当前市场的两大 痛点： 对于投资者而言，这意味着短期内需密切关注特斯拉在奥斯汀的纯视觉FSD表现，这不仅是技术测试， 更是商业模式的验证点。同时，在硬件领域，需警惕人形机器人概念的过度炒作，转而关注能够解决具 体物理交互难题（如灵巧手）的底层技术公司。 自动驾驶的"莱特兄弟时刻"已过，普及率正处于拐点 Se ...