IT之家 1 月 31 日消息，德国流媒体平台 Sky Deutschland 昨日（1 月 30 日）推出重磅纪录片《马斯克真相：特斯拉实验》（Elon Musk Uncovered: Das Tesla- Experiment），首次深度起底"马斯克体系"，揭露了特斯拉自动驾驶技术的安全隐患、数据掩盖行为等。 图源：Sky 该纪录片汇集了特斯拉前高管、吹哨人、调查记者及事故受害者，试图打破沉默，揭开马斯克商业帝国背后的残酷真相。 影片详细记录了特斯拉自动驾驶技术引发的致命事故。受害者家属 Anja Oldenburg 在丈夫驾驶特斯拉撞树身亡后，遭遇了特斯拉官方"无数据记录"的冷遇。 beetz brothers film production @beetzbrothers Rezension zum ELON MUSK UNCOVERED FILM: sueddeutsche.de/medien/elon-mu ... "Gibt schonungslose Einblicke hinter die Kulissen von Tesla und rechnet knallhart mit Elon Mu ...

Core Insights - The market reacted positively to Meta Platforms' quarterly results, while Microsoft and Tesla's December-quarter numbers disappointed investors [1] Group 1: Company Performance - Microsoft reported a +28.1% earnings growth and +16.7% revenue growth, exceeding estimates, but faced concerns over Azure's +38% revenue growth and underwhelming guidance [2][3] - Meta's Q4 earnings and revenues increased by +9.3% and +23.8%, respectively, but highlighted margin pressures; however, its effective use of AI in advertising improved click rates by +3.5% and conversion rates by +1% [4] - Meta plans to increase its capital expenditure to $135 billion for the year, up from $72 billion in 2025 and $39 billion in 2024, citing capacity constraints as a reason for the increase [5] Group 2: Market Trends - The Mag 7 group, which includes major tech companies, is projected to see Q4 earnings up +21.9% year-over-year with +18.1% higher revenues, although individual contributions vary significantly [7] - As of now, 167 S&P 500 members have reported Q4 results, showing a +13.1% increase in earnings year-over-year on +7.6% higher revenues, with 77.8% beating EPS estimates [9][19] - The Mag 7 group is expected to account for 25.2% of all S&P 500 earnings in 2025, up from 23.2% in 2024 and 18.3% in 2023, indicating a strengthening earnings outlook [14]

北京时间1月31日凌晨，国际金价银价继续大幅下跌。现货黄金价格一度下跌超过12%，为1980年以来最大单日跌幅。截至收盘，现货黄金下跌8.95%报 4892.21美元/盎司。COMEX黄金期货跌8.35%，报4907.5美元/盎司。 | < V | 黄金/美元 | ع | | | --- | --- | --- | --- | | XAU | | | | | 4892.21 今开 5401.07 最高 5450.97 最低 4682.44 | | | | | -8.95%-480.82 芯手 | -- 持仓 | 日增 | | | 結算 | 昨结 5373.03 | | 重零 | | 分时 周Ｋ 月Ｋ | 五日 | 更多,(2) | | | 6063.62 | | 12.85% 卖1 4893.42 | 0 | | | | 买1 4891.00 | O | | | | 时 价 | 를 | | | | 5:58 4892.54 | O | | | | 5:58 4892.32↓ | O | | | | 5:58 4891.26J | O | | | | 5:58 4890.71J | O | | | | 5:58 ...

截至周五（1月30日）美股收盘，三大指数集体下跌，科技巨头多数走低，仅苹果和特斯拉收升， 其中特斯拉股价涨3.32%。 | Rank | + | Name | | ◆ | Market Cap বাচ | Price | ◀ | Today 4)> | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | | | NVIDIA NVDA | | $ 4.653 T | | $191.13 | - 0.72% | | 2 | | | Alphabet (Google) | | $ 4.086 T | | $338.53 | - 0.04% | | | | | GOOG | | | | | | | 3 | | | Apple | | $ 3.834 T | | $259.48 | - 0.46% | | | | | AAPL | | | | | | | 4 | | | Microsoft | | $ 3.195 T | | $430.29 | - 0.74% | | | | | MSFT | | | | | | | 5 | | ਰੀ | Ama ...

The Delaware Supreme Court handed Tesla a victory on Friday, slashing by more than $100 million the legal fees owed to shareholder lawyers who successfully sued directors at Elon Musk's electric car... ...

Core Viewpoint - The concept of a Musk Inc, a merger of companies owned by Elon Musk, has been a topic of interest, especially with SpaceX's anticipated public offering and Tesla's transition challenges [1] Group 1 - SpaceX is expected to go public later this year, indicating a significant shift in its operational strategy [1] - Tesla is facing difficulties in transitioning from human-driven electric vehicles (EVs) to robotaxis and robots, which may impact its market position [1] - Some supporters of a larger Musk conglomerate are now advocating for a more cautious approach, suggesting starting with smaller initiatives [1]

By Chris Kirkham and Ross Kerber Jan 30 (Reuters) - Elon Musk fans and the man himself have long mused about Musk Inc, a merger of companies owned by the world's richest man. But with SpaceX expected to go public later this year, and Tesla facing a challenging transition from human-driven EVs to robotaxis and robots, even ​some proponents of a sprawling Musk conglomerate want to start smaller. Reuters reported on Thursday that SpaceX is close to a deal to buy xAI, a move that would pave the ‌way for Mu ...

登录新浪财经APP 搜索【信披】查看更多考评等级 金融市场瞬息万变，投资与经济政策深刻影响全球。我们为您带来昨夜今晨的财经新闻，涵盖股市动 态、经济数据、企业财务和政策更新，帮助您全面把握金融世界。 商务部新闻发言人就中国诉美《通胀削减法》世贸争端案专家组发布裁决答记者问 世贸组织专家组裁定美国《通胀削减法》中清洁能源补贴措施违反世贸规则，驳回美方相关抗辩，并要 求其取消违规措施。中方对此客观公正的裁决表示欢迎和赞赏，强调自身是世贸规则和国际经贸秩序的 坚定维护者，敦促美方尊重裁决，尽快纠正错误做法，以维护国际贸易的稳定有序发展。 一纸提名引爆史诗级抛售：现货白银一度跌36% 金价失守5000大关 特朗普提名凯文·沃什为下任美联储主席的消息，引发市场对美联储独立性担忧缓解的预期，推动美元 走强。这直接导致贵金属市场遭遇史诗级抛售，现货白银价格一度暴跌超36%，黄金价格也失守5000美 元大关，最高跌幅超过12%。分析师指出，此轮暴跌由"货币贬值交易"逻辑受挑战、杠杆仓位被迫平仓 以及市场对集中持仓的重新评估共同导致。 涉嫌信息披露违法违规，两家公司被证监会立案调查 证监会于1月30日对宝馨科技及其实际控制人马 ...

Core Viewpoint - Tesla's automotive business experienced a decline in both sales and profits in FY2025, with total vehicle deliveries dropping by 9% year-over-year to 1.636 million units, marking a significant shift in the company's performance metrics [4][5]. Financial Performance - In FY2025, Tesla reported total revenue of $94.8 billion, a decrease of 3% year-over-year, marking the first revenue decline in the company's history [5]. - Automotive revenue was $69.526 billion, down 10% year-over-year, while energy generation and storage revenue increased by 27% to $12.771 billion [5]. - Net income under GAAP was $3.79 billion, a 46% decline year-over-year, while non-GAAP net income fell by 26% to $5.86 billion [6]. - Operating margin decreased from 7.2% in 2024 to 4.6% in 2025, reflecting the challenges faced by the automotive segment [6]. Strategic Shift - Tesla has shifted its mission from "accelerating the world's transition to sustainable energy" to "building a prosperous and extraordinary world," indicating a broader strategic focus beyond just automotive sales [10]. - The company plans to significantly increase capital expenditures to over $20 billion in 2026, primarily for new factories and AI projects, including the production of Cybercab autonomous vehicles and Optimus robots [12]. Product Development and Innovation - Tesla is transitioning its Fremont factory from producing Model S and Model X to manufacturing Optimus robots, with plans to produce 1 million units annually [13]. - The Cybercab is expected to begin production in April 2026, with the potential to exceed the production of all other Tesla models combined [17][21]. - Full Self-Driving (FSD) technology is seeing increased adoption, with a doubling of purchases in 2025 and nearly 1.1 million global paid users [18]. Competitive Landscape - Elon Musk acknowledged that Tesla's biggest competition in the humanoid robot space will come from China, which excels in manufacturing and AI capabilities [38]. - Tesla believes its Optimus robot will outperform competitors in terms of real-world intelligence and mechanical flexibility, particularly in hand design, which is a significant engineering challenge [38]. Future Outlook - The company is focusing on building a robust supply chain for AI chips and plans to establish a large-scale semiconductor fabrication facility, referred to as TerraFab, to mitigate geopolitical risks and supply chain constraints [31][39]. - Tesla's long-term vision includes a shift towards fully autonomous vehicles, with expectations that less than 5% of driving miles will be human-operated in the future [21][24].

Market Overview - Stocks are experiencing a decline, with significant movements in the metals market, particularly gold and silver, which are seeing record drops [1][2]. - Gold futures are down 7%, with a peak decline of over 11%, marking the largest drop since the early 1980s. Silver futures have fallen more than 26% [2]. Federal Reserve Nomination - President Trump has nominated Kevin Worsh to replace Jerome Powell as Fed Chair, with Worsh perceived as a hawkish figure, which may influence interest rate policies [5][6]. - Trump expressed a desire for rate cuts but did not directly ask Worsh about his commitment to this [6][7]. - Analysts suggest that if Worsh is confirmed, he will need to persuade a divided Federal Reserve committee regarding his policies [8][11]. Economic Indicators - St. Louis Fed President Alberto Musalum indicated that current interest rates are neutral and does not favor further cuts due to inflation concerns [9][10]. - Fed Governor Chris Waller dissented in a recent policy meeting, advocating for a rate cut due to job market weaknesses [10]. Cryptocurrency Market - Bitcoin remains stable around $84,000 despite volatility in other markets, with analysts noting that Worsh's hawkish stance may not support a crypto rally [4][25]. Company Earnings and Market Sentiment - Deckers Outdoor reported stronger-than-expected sales, particularly driven by its Hoka running shoes, leading to a positive market reaction [41][43]. - Verizon's earnings exceeded expectations, with wireless subscriber numbers at a six-year high, despite announcing mass layoffs [45][46]. - Bombardier's stock is under pressure due to potential tariffs on Canadian-made aircraft, with a noted decline of 6.3% [48][49]. SoFi's Growth - SoFi reported its first quarter with over $1 billion in revenue, driven by a 37% revenue growth, indicating strong consumer demand [52][57]. - The company is expanding its offerings in cryptocurrency and aims for continued growth in the financial services sector [60][64]. Tech Sector Outlook - Analysts are optimistic about Alphabet and Amazon, with expectations for strong earnings driven by advertising growth and cloud services [97][106]. - Google's Gemini is expected to enhance search capabilities and overall revenue growth, while Amazon's AWS is anticipated to accelerate, contributing to its profitability [100][108].