Core Viewpoint - The U.S. AI stock rally continues, driven by strong earnings from TSMC, but signs of caution are emerging as some investors rotate out of positions and precious metals show unusual strength, indicating potential hedging against risks [1][13]. Group 1: AI and Semiconductor Sector - TSMC's Q4 results confirmed ongoing AI infrastructure spending, beating estimates and raising its 2026 capex forecast, leading to bullish ratings from major banks [2]. - The semiconductor supply chain benefited from this momentum, with Jefferies raising Nvidia's price target to $275, while AMD's stock surged 11% due to strong performance in AI testing [3]. - AMD's Relative Strength Index (RSI) reached 60, indicating strong momentum without being overbought, suggesting a healthy rally [4]. Group 2: Investor Sentiment and Stock Movements - Stanley Druckenmiller sold his entire Nvidia stake, indicating a belief that easy gains for the stock may be over, with analysts divided on Nvidia's future prospects [5]. - Retail investors are increasingly engaging with high-beta stocks, as seen with AST SpaceMobile's significant price increase driven by social media sentiment [6]. - Micron Technology showed rational momentum with a 42% increase over the past month, supported by strong earnings growth and favorable valuation metrics [7]. Group 3: Tesla's Challenges - Tesla's stock has struggled, gaining only 0.6% this week and down 8% over the past month, with significant sales declines in key markets [8]. - The upcoming transition to a subscription model for Full Self-Driving (FSD) is tied to ambitious growth targets, but the product remains at Level 2, facing competition from other companies [9]. Group 4: Precious Metals and Economic Signals - Silver and gold prices have surged, with silver up 20% this week and 43% over the past month, indicating potential hedging against economic instability [11]. - Amazon's copper supply deal with Rio Tinto for AWS data centers highlights the importance of securing physical commodity supply chains amid AI infrastructure demands [12].

| 车企 | 车型 | 优惠政策 | | --- | --- | --- | | 一汽丰田 | PZ3 | 限时9.38万元(降7.6万元) | | | bZ5 | 4000元购置税补贴 | | 广汽本田 | P7 | 最高优惠5万元 | | | 飞度 | 新款直降2万 | | 广汽丰田 | 铂智3X ~ | 直降1万元 | | 长安启源 | A06、A07 | 厂家补贴+赠送交强险 | | | Q07 | 额外10000元置换补贴 | | | 全新Q05 | 额外5000元置换补贴 | | 吉利 | 星越L | 限时7.99万起 | | | 帝豪 | 4.88万起 | | | 绽越 | 5.88万起 | | 蔚来 | 萤火虫 | 10年NOA权益、2000元补贴 | | 特斯拉 | Model 3/Y/Y L | 7年低息,可省3.35万元 | | 小米 | YU7 | 7年低息 | | 广汽传祺 | 全系 | 最高7万元政企补贴 | | 比亚迪 | 秦/秦L Dm-i | 增配+起售价降3000元 | | 极氪 | 001、7X、MIX | 补贴保险5000+购置税8000 | | | 007/007GT ...

The shares appear to be taking a pause ahead of the electric-vehicle maker's earnings later this month. ...

Tesla stock was edging higher early Friday but the electric-vehicle maker's shares were still struggling for direction ahead of the company's earnings later this month. ...

Investor Gary Black, managing director of The Future Fund LLC, has shared that Tesla Inc.'s (NASDAQ:TSLA) stock valuation has caused him to exit his position in the automaker.Gary Black Offers Insight Into Tesla Valuation CriticismThe investor, in a post on the social media platform X, offered an insight into his outlook on Tesla, drawing comparisons with Amazon.com Inc.'s (NASDAQ:AMZN) stock during the e-commerce giant's early days.Black shared that he held Amazon stock before it was profitable and trading ...

人民财讯1月16日电，企查查APP显示，近日，特斯拉有限公司申请注册两枚"特斯拉智能"商标，国际 分类为科学仪器、设计研究，当前商标状态均为注册申请中。 ...

Core Viewpoint - Hyundai Motor Group is enhancing its competitiveness in robotics by appointing Milan Kovac, the former head of Tesla's humanoid robot program, as an adviser [1] Group 1: Company Strategy - The appointment of Milan Kovac is part of Hyundai's strategy to strengthen its position in the robotics sector [1] - This move indicates Hyundai's commitment to advancing its technological capabilities in robotics [1] Group 2: Industry Context - The hiring of a prominent figure from Tesla highlights the competitive landscape in the robotics industry, where companies are increasingly focusing on innovation and advanced technologies [1] - Hyundai's initiative reflects a broader trend among automotive manufacturers to diversify into robotics and automation [1]

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：鑫椤锂电 ICC 鑫椤资讯年终盘点： 2025年储能电池市场盘点： 据 ICC 鑫椤资讯统计， 2025 年全球储能系统出货 498GWh ，同比 增长 99% 。其中国内系统厂 家出货 404GWh ，同比增长 138.7% ； 海外系统厂家出货 94GWh ， 同比 增长 16% ，特斯拉一 枝独秀。 数据来源： ICC 鑫椤资讯、 LIRA 莱睿咨询 数据来源： ICC 鑫椤资讯、 LIRA 莱睿咨询 展望 2026 年， 6.25MWh 、 6.9MWh 、 7MW 、 8MWh 等大容量储能系统市场需求将会加速释 放，预计储能市场依然会维持较快增速， 储能系统出货有望达到 900GWh ，同比 增长 81% 。 本文作者：龙先生/17601223168（微信同） 鑫椤报告预售： 2025-2029年全球储能市场运行趋势及竞争策略研究报告 ▼ 2025年碳酸锂市场盘点： 2025年电解液市场盘点： 2025年铜箔市场盘点： 2025年钴酸锂市场盘点： 2025年三元材料市场盘点： 2025年磷酸铁锂市 ...

YouTuber Marques Brownlee, aka MKBHD, has shared his thoughts on the Tesla Inc. (NASDAQ:TSLA) Model Y Performance trim, as well as the company's self-driving technology.Tesla Self-Driving Is The Best Ever, MKBHD SaysThe YouTuber, in a review of the Model Y Performance on Thursday, hailed the crossover's software on the 16-inch touchscreen infotainment display, which is also a real-time representation of the car."This is the best software in a car that is not Android Auto or Apple CarPlay," both of which are ...

想象一下，如果断供发生在第一周：沃尔玛货架上的商品瞬间少了一半，一双普通拖鞋价格从5美元飞涨到50美元；亚马逊仓库里，连一根没有中国制造标 签的数据线都找不到。这已经不只是涨价，而是整个生活系统瘫痪。耶伦老太太到处喊着要搞供应链去风险，还要加税。但结果呢？2025年美国对华贸易逆 差依旧如旧。嘴上喊着原则，钱包里装的全是生意。更讽刺的是，美国政客们一边嚷着脱钩，一边还得拜托中国买大豆。美国大豆总产量的一半，全靠中国 消化。如果中国真不买了，这就不是中国能不能繁荣的问题，而是美国中西部那些红脖子农场主，得把拖拉机开到白宫草坪上去武装讨薪的问题。换句话 说，别急着问中国能不能活，先看看美国老百姓的钱包，能不能扛得住这波自杀式通胀休克。 华尔街的大动脉如果说超市断货只是让美国人肉疼，接下来的打击能让整个华尔街心梗。看看那个穿皮衣、在白宫各处游说的黄仁勋。他为什么着急？因为 他比任何人都清楚，英伟达的市值神话，有一半靠的是中国市场。他跑到白宫喊话，甚至想把特供版H2O芯片卖给中国。为什么？因为如果不卖，中国就自 己造；如果卖，还能收割一波智商税。他甚至在媒体面前夸中国企业，把杭州称作中国硅谷，还抱怨在美国买不到小米汽 ...