关注汽车部的差友们应该记得，脖子哥老早之前就有去美国试过特斯拉的FSD（Full-Self Driving，完全自动驾驶）。 那会儿特斯拉已经开始了端到端，而国内玩这个的还不多，它的FSD确实让人印象深刻。我去美国试了特斯拉的FSD，好像真有点遥遥领先。。。 而在前些天，趁着CES去美国出差的机会，脖子哥和差评君的蛋布利多一起，去到了特斯拉在加州的弗里蒙特工厂，试了下FSD最新的V14版本，以及特 斯拉的Robotaxi（无人驾驶出租车）。 这个V14版本相比之前有了不小的变化：模型参数量比V13提高了10倍，并且把导航和路径规划整合到了神经网络，还能通过听觉、视觉识别警车、消防 车，主动避让。 可以说，这是特斯拉在进入端到端以来最大的一次更新。 上个月底，美国一位特斯拉车主就用FSD V14搞了个大新闻，他从洛杉矶一直开到东海岸，快3天一共4400公里的路程里，全程没有一次接管，包括找充 电桩都是车子自己完成的。 所以这一版到底有多强？ 先来个结论哈，我们只在整体行程难度不大的旧金山湾区大农村试了下，FSD表现出色，在跟车、起步、刹停这些细节上都很丝滑，而最让人惊喜的，是 加了语音助手Grok后，特斯拉的语 ...

Tesla's (NASDAQ:TSLA) relentless sales slump has captured headlines in recent weeks, but that doesn't reflect the reality of the global EV market.Electric vehicle sales fell 4% in North America in 2025 due in large part to the expiration of the Federal EV tax credit. While Tesla and other automakers were hurt in the U.S., the global demand was much better. • Tesla stock is trading at elevated levels. What’s ahead for TSLA stock?Global Electric Vehicle Sales Climb In 2025Chinese EV company BYD Co (OTC:BYDDY) ...

Group 1 - TSMC reported a 35% year-on-year increase in net profit for Q4 2025, reaching approximately $16 billion, with a gross margin exceeding 60% for the first time. The company expects a 40% revenue growth in Q1 2026, projecting $35.8 billion in revenue and a 37% increase in annual capital expenditure to $56 billion [2] - Goldman Sachs plans to raise $16 billion through the issuance of investment-grade bonds, marking the largest such issuance in Wall Street history. This transaction is part of three bond issuances launched after the quarterly earnings reports from the six major banks [2] - Boston Scientific announced the acquisition of Penumbra for $14.5 billion, with a per-share price of $374, representing a 19% premium over the pre-acquisition price. The deal aims to enhance the company's cardiovascular product portfolio and strengthen its competitive position in the global medical device market [2] Group 2 - SAIC Motor expects a net profit growth of 438%-558% in 2025, driven by significant increases in electric vehicle sales, supply chain cost optimization, and successful overseas market expansion [5] - Zijin Mining anticipates a net profit of 20 billion to 20.8 billion yuan for 2025, reflecting a year-on-year increase of 47.8% to 53.71%, supported by rising prices and volumes of key products like copper and cobalt [6] - Longpan Technology expects procurement transactions with CATL to reach up to 7 billion yuan in 2026, enhancing strategic cooperation in the new energy supply chain [5] Group 3 - Microsoft has raised $12.5 billion for its AI project in collaboration with BlackRock, aiming for a total of $30 billion, and has signed an AI content training agreement with Wikipedia [8] - Tesla is testing a custom 5G modem with Samsung, expecting to supply it in the first half of the year, while projecting a 59% market share in the U.S. electric vehicle market by 2025 [8] - Morgan Stanley reported Q4 2025 net revenue of $17.89 billion, a 10.3% year-on-year increase, with net profit of $4.4 billion, driven by strong performance in investment banking and wealth management [8]

Group 1 - ARK Investment Management, led by Cathie Wood, is reducing its holdings in Tesla while increasing its position in semiconductor giant Broadcom [1][2] - The ARK Next Generation Internet ETF (ARKW) added 31,308 shares of Broadcom, bringing its total holdings to 62,545 shares, while the ARK Innovation ETF (ARKK) purchased 111,781 shares of Broadcom [1] - Broadcom's stock price experienced a decline of 4.2% amid a broader tech sell-off but rebounded to $343.02, reflecting ARK's bullish outlook on the semiconductor and AI sectors [1] Group 2 - The ARK Innovation ETF reduced its Tesla holdings by 86,139 shares, yet Tesla remains one of the largest positions in multiple ARK funds, with approximately 1.7285 million shares still held [2] - Tesla's stock has been volatile, with a 1.8% drop following CEO Elon Musk's announcement of a shift to a monthly subscription model for its full self-driving software [2] - ARK also made adjustments in the semiconductor sector by selling 19,310 shares of TSMC's American Depositary Receipts, retaining about 164,437 shares valued at approximately $53.8 million [2] Group 3 - In the fintech sector, the ARK Fintech Innovation ETF purchased 56,993 shares of Klarna Group, which went public at the end of last year [3] - The ARK Fintech Innovation ETF achieved a return of approximately 29% in 2025, outperforming the Nasdaq Composite Index, which rose about 20% during the same period [3]

I cannot put this too bluntly: if you are invested in Tesla, Inc. ( TSLA ), you are coat-tailing a dream - someone else's, no less - and financing the cost of a questionably reliable dreamer. Has CEO Elon Musk doneA freight forwarding professional with over 20 years in the industry, I am an enthusiastic market participant with a flair for picking gems from the general rubble. My industry experience has given me insights into human behavior, investment psychology, and the need to make money work for you inst ...

ARK funds have been trimming Tesla holdings while adding positions in Broadcom and Klarna. ...

Cathie Wood just made a major shift in her portfolio, cutting a huge chunk of her most iconic holdings while doubling down on a top AI stock. ARK Invest sold nearly $38 million worth of Tesla (TSLA) stock and redeployed a whopping $50 million to buy the dip in Broadcom (AVGO), a subtle shift in where it views the near-term opportunities. Clearly, the investing world has gotten somber with Warren Buffett’s retirement. Watching the Oracle hang up his spurs feels like the end of an era in the slow, steady, ...

Tesla Supercharger station with a Model 3 highlights EV charging infrastructure expansion. Key Points Tesla heads into earnings with its long-term uptrend intact, even as sharply opposing analyst views show how polarized expectations have become. Bulls point to structural tailwinds and a stock that continues to defy bearish logic, while bears focus on weakening fundamentals and an unforgiving valuation. With earnings just two weeks away, investors face a clear choice between conviction and caution. In ...

Tesla Inc. will discontinue the outright sale of its Full Self-Driving (FSD) system, transitioning the software into an exclusively monthly subscription service. The policy change, which will come into effect after February 14, 2026, was announced by its Chief Executive Officer (CEO) Elon Musk on social media platform X (formerly Twitter) on Wednesday.The move eliminates the option for a one-time $8,000 upfront payment. Currently, the subscription is priced at $99 per month.Musk didn’t gave an explanation f ...

Group 1 - The core viewpoint of the article highlights a significant surge in technology stocks, particularly in the semiconductor sector, driven by strong earnings from TSMC, which reported a 35% year-on-year profit increase, boosting investor confidence in AI themes [2][13] - TSMC's stock rose over 6%, reaching a historic high, with a total market capitalization exceeding $1.8 trillion, surpassing Broadcom to become the sixth largest in the U.S. stock market [2] - The Philadelphia Semiconductor Index experienced a substantial increase of 3%, reflecting the overall positive sentiment in the semiconductor sector [2] Group 2 - Other semiconductor companies also saw gains, with ASML rising approximately 6%, Micron Technology and Broadcom increasing around 3% each, indicating a broad rally in the sector [2] - The market is also reacting to a recent announcement by former President Trump regarding a 25% tariff on certain semiconductors, although this does not apply to chips imported for building the U.S. technology supply chain [5] - Financial stocks also performed well, with Morgan Stanley and Goldman Sachs reporting better-than-expected fourth-quarter earnings, leading to stock increases of over 4% and 3%, respectively [5]