上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 商业航空赛道再迎来重磅利好催化。 据最新消息，特斯拉CEO埃隆·马斯克在达沃斯世界经济论坛上表示，SpaceX希望今年通过"星舰 （Starship）"技术实现火箭完全可重复使用，这一突破将使太空进入成本骤降99%，降至每磅100美元以 下。 与此同时，国内商业航空也迎来利好政策。据酒泉市人民政府网站消息，近日，《酒泉市商业航天产业发展规 划（2026—2035年）》发布，其中提出，酒泉市以建设国家商业航天发射基地、国家航天科研试验基地、国 家商业航天技术勤务保障基地和国家商业航天数据应用基地等为战略定位，明确了园区支撑、集群发展，兼容 配套、系统保障，高效协同、体系创新等基本原则。 马斯克最新发声 当地时间1月22日，马斯克罕见现身达沃斯论坛，与贝莱德CEO拉里·芬克展开对话，马斯克阐述了他对太空 探索、人工智能和机器人技术的愿景。 关于太空探索，马斯克表示，旗下SpaceX希望今年通过"星舰"技术实现火箭的完全可重复使用。 据酒泉市人民政府网站消息，近日，《酒泉市商业航天产业发展规划（2026—2035年）》（以下 ...

Group 1: Brain-Computer Interface Industry - The A-share brain-computer interface sector experienced a significant increase, closing up over 2% on January 23 [1] - Neuralink, founded by Elon Musk, plans to achieve large-scale production of brain-computer interface devices by 2026, with a highly automated surgical process [3] - Strong Brain Technology, one of the "Six Little Dragons" in Hangzhou, has submitted a confidential IPO application and recently completed approximately 2 billion yuan in financing, marking the second-largest financing event in the brain-computer interface field globally, after Neuralink [4] Group 2: Market Potential and Applications - The brain-computer interface technology has vast application prospects in various fields, including healthcare, consumer electronics, and military aerospace [5] - The technology is expected to transition from experimental stages to pilot applications, with significant industry value anticipated during the "14th Five-Year Plan" period [4] - The integration of brain-computer interfaces into high-end manufacturing and strategic industries is seen as a foundational technology supporting new industrialization [5] Group 3: Neuroplasticity and Cognitive Health - Joyce Shaffer, a respected expert in neuroplasticity and brain health, emphasizes that neuroplasticity is a lifelong ability, allowing for cognitive rejuvenation regardless of age [9][10] - The book "How to Unlock the Reverse-Aging Brain" provides a systematic approach to reducing brain degeneration across the lifespan, highlighting the importance of active intervention in neural networks [11] - The LANDS model introduced in the book integrates five scientifically validated areas—Love, Aerobics, Neurobics, Diet, and Sleep—into a comprehensive lifestyle system for brain health [11]

1月23日，特斯拉CEO埃隆·马斯克表示，随着功能提升，完全自动驾驶（FSD）订阅价格将会上涨。马 斯克还在达沃斯表示，特斯拉下个月或将在欧洲获得自动驾驶许可。到今年年底，机器人出租车服务将 在美国境内得到广泛应用。（中国汽车报） ...

Group 1 - The global commercial space industry is undergoing significant transformation, driven by initiatives from both Western and Chinese entities, including Elon Musk's announcement at the Davos World Economic Forum and the release of a development plan by Jiuquan City in China [1][2] - SpaceX plans to achieve fully reusable rockets through its "Starship" technology, which could reduce space access costs by 99%, bringing it below $100 per pound [1] - Jiuquan City's development plan aims to establish a national commercial space launch base and research facilities, focusing on seven key industries including rocket manufacturing and satellite applications, with a goal for high-quality development by 2035 [2] Group 2 - China's satellite industry is projected to generate a value of 1.3 trillion yuan by 2030, with significant growth expected in both downstream and upstream sectors [3] - The commercial space industry is entering a golden era of dual growth from both demand and supply sides, with a focus on satellite launch and manufacturing sectors [3] - The advancements in technology and supportive policies from both SpaceX and Jiuquan are expected to drive the new era of space economy [3]

Core Viewpoint - Peter Thiel has significantly reduced his exposure to Tesla stock, selling 76% of his position, and has redirected his investments into Apple, indicating a strategic shift in his portfolio management approach [2][10]. Group 1: Tesla Stock Analysis - Tesla's market capitalization is currently at $1.4 trillion, which is approximately 16% below its all-time highs [4]. - The company's price-to-sales (P/S) ratio is around 16, which is considered high for a capital-intensive automobile business. Additionally, Tesla's price-to-earnings (P/E) ratio is 283, and its forward P/E is 195, both of which have increased over the past year despite Tesla losing market share internationally and facing rising competition in the autonomous vehicle sector [6]. - There is skepticism regarding Tesla's ambitious robotaxi plans, as measurable growth related to these efforts remains elusive, making it challenging to justify the company's premium valuation [7]. Group 2: Apple Stock Analysis - The current stock market presents mixed signals, with the S&P 500 remaining elevated due to an optimistic AI narrative, while inflation persists and unemployment is at a four-year high. Geopolitical unrest adds further uncertainty to market predictions for 2026 [8]. - Thiel's investment in Apple, while smaller in allocation compared to Tesla, is viewed as a more stable choice amidst market volatility, potentially providing insulation from selling pressure during market corrections [9]. Group 3: Investment Strategy - Thiel's portfolio management reflects a strategic hedging approach, maintaining Tesla as the largest position while diversifying into Apple as a safer investment. This positions him for potential gains regardless of market conditions [10][12]. - Should Tesla succeed in launching its autonomous robotaxi fleet, it could significantly enhance the company's narrative and valuation. Conversely, if Tesla underperforms, capital may shift towards safer stocks like Apple, further validating Thiel's investment strategy [11].

Core Viewpoint - Anticipation is building for Q4 earnings reports from General Motors (GM) and Tesla (TSLA), with concerns over a decline in EV sales due to the expiration of the $7,500 federal tax credit [1][2] General Motors (GM) - GM sold 25,219 EVs in Q4 2025, down from 43,982 in Q4 2024, but achieved a record total of 169,887 EVs sold in 2025, marking a 48% increase from 2024 [3] - GM's total vehicle sales increased by 5.5% in 2025 to 2.8 million [3] - Q4 sales are expected to be $44.68 billion, a 6% decrease from $47.71 billion in the prior year, but Q4 EPS is projected to rise 15% to $2.21 from $1.92 [5] - The Zacks ESP indicates GM could exceed earnings expectations, with the most accurate estimate for Q4 EPS at $2.37, 7% above the Zacks Consensus [6][7] - Full-year EPS for FY25 is expected to dip 2% to $10.33, but FY26 EPS is forecasted to rise 16% to $12.00 [12][14] - GM stock has a Zacks Rank 1 (Strong Buy) and is considered undervalued at 6X forward earnings [15] Tesla (TSLA) - Tesla sold 418,227 EVs in Q4 2025, down from 495,570 in Q4 2024, with total vehicle sales dropping 8% to 1.63 million from 1.78 million [4] - Q4 sales are expected to fall 2% to $25.11 billion compared to $25.71 billion in the prior year, with EPS projected to drop 40% to $0.44 from $0.73 [10] - The Zacks ESP suggests Tesla could also surpass earnings expectations, with the most accurate estimate for Q4 EPS at $0.46, 3% above the Zacks Consensus [10][11] - FY25 EPS estimates have fallen 33% to $1.61, while FY26 EPS is projected to stabilize and rise 37% to $2.20 [12] - Tesla shares have a Zacks Rank 4 (Sell) due to a concerning EPS revision trend and a high P/E valuation of 200X [15] Investment Outlook - Despite Tesla's advancements in energy and autonomous vehicle production, GM is viewed as the safer investment option at this time, with both companies expected to beat Q4 earnings expectations [16]

今日热点导览 宜家首次支持即时零售 泡泡玛特"星星人情人节限定"系列溢价近7倍 操纵证券市场，余韩被证监会罚没超10亿 理想汽车将关闭部分门店 腾讯通报2025年反舞弊结果：九十余人被解聘 TOP3大新闻 12306客服回应"高铁车厢二氧化碳浓度超标" 近日，一条在高铁二等座车厢内测二氧化碳浓度的视频引发网友热议，视频画面显示：乘客入座前，车 厢内二氧化碳浓度在880ppm（百万分之一，浓度单位）左右浮动；乘客入座过程中，二氧化碳浓度已 经开始上涨；行驶一段距离后，车厢内二氧化碳浓度已超过2000ppm，此时画面中的多数乘客也已进入 睡眠状态。这一现象引发了大量网友的共鸣：难怪一坐高铁就犯困！ 据中新经纬报道，一位中国铁路12306客服表示,高铁厢虽然是密闭空间，但在行驶过程中中央空调在保 持恒温的前提下会实时更换空气，提供氧气，(所以)即便是长时间行驶乘客也不会出现缺氧的情况。另 一位客服则表示，每趟列车在出发以及到站后都会做系统检查，空气方面肯定是没有问题的。至于有乘 客检测二氧化碳浓度变高可能确实是因为乘客密度变高。（中新经纬） 中国飞船预售票一张300万 1月22日，北京穿越者载人航天科技有限公司（以 ...

完整早报音频，请点击标题下方小耳机收听 【需驾驶员监督的 FSD 系统预计最快下个月在中国获批？特斯拉中国回应】 据路透社报道，当地时 间 1 月 22 日，特斯拉 CEO 埃隆·马斯克在瑞士达沃斯世界经济论坛上透露，特斯拉需驾驶员监督 的 FSD （ Full Self-Driving ）系统预计最快下个月在中国获批，有望与在欧洲获批的时间接近。 不过，特斯拉中国有关负责人就此回应记者称，"没有相关消息可以提供"。该负责人同时表示，特斯 拉 FSD 目前在中国市场推进工作，暂无新进展可以披露。（上证报） 【理想汽车：批量闭店、裁员均为不实信息，今年会关停少量能效较低的商超门店】 1月23日下午 消息，针对网传的闭店、裁员等传闻，理想汽车方面回应称，最近网络上出现关于理想汽车批量闭 店、裁员的舆情，均为不实信息。今年公司会针对少量能效较低的商超门店关停，但不涉及批量关闭 情况。数据显示，截至2025年12月31日，理想汽车在全国已有548家零售中心，覆盖159个城市。 理想汽车2025年的交付量为40.6万辆，未达成当年销量目标，相比2024年交付量出现下滑。（新浪 科技） 【 李亚鹏直播带货成总榜第一，超1 ...

国内建造最大汽车运输船出坞 央视新闻据中船集团广船国际消息，近日，广船为韩国公司建造的10800车LNG双燃料汽车运输船1号 船已出坞，这是目前国内建造的最大汽车运输船。 该船采用LNG+燃油的双燃料动力系统，满足国际海事组织Tier Ⅲ排放标准。该船船长230米、型宽40 米、结构吃水10.5米，兼顾环保与高效。其14层汽车甲板设计（含5层活动甲板）可灵活装载电动汽 车、氢能源汽车及重型卡车等多元货物，单船最大载车量可达10800辆。 乘联分会崔东树：全国乘用车行业2025年12月末库存365万辆，库存66天同比增20天 1月23日，乘联分会秘书长崔东树发文表示，2025年12月月末全国乘用车行业库存365万辆，较上月下降 14万辆，较2024年12月增60万辆，形成年末库存下降特征。乘联会预测团队2月以来对市场预测很乐 观，逐步悲观，12月月前预测是乐观度24%，12月初的12月月后满意度为29%。团队对1月市场的乐观 度达到14%，这是厂家比较差的预测，期待部分地方的补贴进一步加力。根据2025年12月底的库存与未 来销量综合预估的现有库存支撑未来销售天数在66天，相对于2023年12月的70天、202 ...

分组1 - The stock market is experiencing mixed results, with the Dow down 285 points, S&P slightly up by 0.03%, and NASDAQ up by 28 points, indicating a focus on fundamentals moving forward [2] - Newor, a leading steel company, pre-announced earnings that fell short of expectations, yet the stock rose by approximately 12% following a Fed rate cut and tariffs on foreign steel, suggesting a buying opportunity if the stock dips [3][4] - Boeing is expected to report earnings after a significant stock increase, with a positive outlook for a multi-year turnaround, indicating potential for continued investment [4] 分组2 - General Motors is set to report earnings, with a historical pattern of underperformance in the initial trading hours, presenting a potential buying opportunity [5] - CSX and Union Pacific are highlighted as key players in the transportation sector, with expectations for positive performance [6] - Seagate, a storage and memory chip manufacturer, has seen a 25% increase in stock value this year due to rising demand from data centers, with expectations for a strong earnings report [8] 分组3 - Starbucks is reporting earnings and will follow up with an investor day, raising questions about the sustainability of its recent stock performance, which is considered overbought [10][11] - Generova, spun out from GE, has seen its stock price rise significantly, but high expectations may lead to a better entry point for investors [12] - Corning is noted for its strong prospects in data centers, with a recommendation to wait for a price drop to buy [13] 分组4 - Microsoft and Meta have faced stock price pressures, with Microsoft affected by concerns over generative AI, while Meta's stock has fluctuated following comments from its CEO about spending [14][15] - Tesla is positioned as a company focused on autonomous driving, with expectations that its upcoming earnings report could significantly boost its stock price [16] - Service Now is anticipated to be a critical report of the week, with the CEO needing to clarify the company's position amidst a stock decline [18][19] 分组5 - Honeywell's upcoming earnings report is complicated by its plans to split into multiple businesses, which may lead to stock volatility [21][22] - Caterpillar is expected to perform well due to its role in providing backup generators for data centers, contrasting with past performance trends [24] - Apple has faced stock declines due to rising storage costs, which may impact its gross margins, but the recommendation is to hold rather than trade [25][26] 分组6 - American Express typically reports strong earnings but often sees stock declines post-reporting, presenting a buying opportunity [27] - Chevron and Exxon are highlighted for their strong cash flow and buyback programs, with Chevron favored for its consistency and potential benefits from operations in Venezuela [28]