Group 1 - Oil stocks generally rose, with CNOOC (02883) up 4.32%, PetroChina (00857) up 3.33%, CNOOC (00883) up 2.98%, and Sinopec (00386) up 3.01%. International oil prices saw a slight increase, with WTI crude oil futures for February closing at $60.62 per barrel, up 0.43%, and Brent crude oil futures for March at $65.24 per barrel, up 0.49% [1] - CATL (03750) fell over 4%, down 4.4% as of the report. A report from Citi raised concerns about CATL's growth prospects due to slowing EV sales in China, rising lithium prices, and reduced export VAT rebates [1] - Kintor Pharmaceutical (02171) rose nearly 4% after announcing a clinical collaboration with Dispatch Bio to initiate a Phase I clinical trial in China by 2026 for a treatment method targeting solid tumors [1] Group 2 - Guoxia Technology (02655) surged over 7% following a strategic cooperation agreement with Shuneng Electric to enhance collaboration in the energy storage sector [2] - Kingsoft Biotech (01548) dropped over 6% after its affiliate Legend Biotech's stock fell more than 11%. Kingsoft reported that Legend's CARVYKTI had a net sales of approximately $555 million for Q4 [2] - Hong Kong real estate stocks saw a general rise, with Hysan Development (00014) up 5.17%, Sun Hung Kai Properties (00016) up 3.36%, and Wharf Real Estate (01997) up 4.02%. A report from Citi indicated a recovery in Hong Kong property prices, predicting a continued upward trend, albeit at a moderate pace due to tempered interest rate cut expectations [2] Group 3 - Baidu Group (09888) rose nearly 5%, with a cumulative increase of over 40% in the past two months. The company launched the official version of its Wenxin large model 5.0, featuring 2.4 trillion parameters [3] - Pacific Basin Shipping (02343) increased over 9%, reaching a new high of HKD 2.96, benefiting from a rise in the Baltic Dry Index, which increased by 74 points or 4.3% to 1803 points [3] - GDS Holdings (09698) rose nearly 3% after announcing the sale of shares in DayOne for $385 million, recovering approximately 95% of its investment principal with a return rate close to 6.5 times [4] Group 4 - The US stock market saw an expansion in gains, with the Nasdaq up 1%. Notable tech stocks like Intel (INTC.US) rose 11.72%, reaching a market cap of over $250 billion, the highest in four years [5] - The storage sector continued to strengthen, with Micron Technology (MU.US) up 6.61% and Western Digital (WDC.US) up 8.49%. Counterpoint Research indicated that the storage market has entered a "super bull market" phase, surpassing previous highs due to increased demand from AI and server capacity [5] - The Nasdaq Golden Dragon China Index surged 2%, with popular Chinese stocks like Bilibili (BILI.US) up 5.65% and Baidu (BIDU.US) up 8.17% [6]

1月21日，马斯克和创造了ChatGPT的OpenAI公司CEO奥尔特曼在社交媒体上发生了一场"大战"。话说两人也算是"老对手"了，这次更是直击痛点，最简单 的嘴臭，最纯粹的享受。 马斯克指责ChatGPT就是垃圾，造成了多起自杀及谋杀事件，还特意发出警告："不要让你的亲人使用"。奥尔特曼也不惯着，说特斯拉Autopilot/FSD已经造 成几十人死亡。还表示自己甚至都不想讨论Grok的决策问题，这玩意跟ChatGPT完全没法比。 话说这两人都算是欧美科技圈的顶级大佬了，如此不体面的争吵确实令人意外？他们争吵的核心是什么？对于汽车圈有怎样的启示？让功夫汽车带大家一起 看一下。 先说大家比较熟悉的FSD，2016年，特斯拉正式宣布，此后生产的所有车辆，未来都将通过软件更新实现完全自动驾驶。当时马斯克是这样描述的，特斯拉 能够从洛杉矶开到纽约，"不需要触摸任何东西，包括充电器"，用户只需花8000美元下载软件就够了。 （1）欧美AI狂飙，全是顾头不顾腚？ 然后就是漫长的跳票，2019年3月，特斯拉推出了新一代硬件HW3，才开始真正适配测试版的FSD。此后7年，特斯拉一直在做测试，也一直在收钱。老美的 主要特点就是 ...

▲ 戳蓝 色字关注我们！ "真正的商业天才，能把成本变成卖点，把用户变成基础设施。"——彼得·德鲁克 兄弟们，我刚听完一期可能随时会被删的播客，听完整个人都麻了。 一个xAI的工程师，叫Sulaiman Ghori——咱们就叫他"苏莱曼"吧，这哥们儿上播客聊high了，把马斯克公司里那些打死都不能说的事儿，全 给抖出来了。结果呢？播客上线没多久，直接被离职。但你猜怎么着？内容已经传出去了，现在全网都在疯传。 我晚饭的时候把这期播客倍速看完，忍不住给大家总结一下令人震惊的要点——这里面信息量大到离谱，很多点甚至颠覆了我之前对AI公司运作 的认知。 先别划走，我保证你看完会重新理解马斯克到底在下什么棋。 Grok根本不是来拼聊天的 那这期播客到底炸出了什么猛料？我先从最颠覆认知的那个说起——那就是Grok的真实定位到底是什么？ 很多人觉得Grok就是个AI聊天机器人，对吧？跟ChatGPT、Claude差不多的东西。但苏莱曼在播客里透露了一个关键信息：Grok从一开始就 不是为了跟OpenAI正面刚而生的。 马斯克真正的目标是什么？是把AI能力直接嵌入到他的整个商业帝国里——特斯拉的自动驾驶、SpaceX的火箭控 ...

编者荐语： 日本经济新闻社与金融时报2015年11月合并为同一家媒体集团。同样于19世纪创刊的日本和英国的两家 报社形成的同盟正以"高品质、最强大的经济新闻学"为旗帜，推进共同特辑等广泛领域的协作。此次， 作为其中的一环，两家报社的中文网之间实现文章互换。 以下文章来源于FT中文网 ，作者张冬方 FT中文网 . 资料图（Reuters） 欧盟委员会已经疲于应付跟在中国企业后面追击的"打地鼠"式模式，而是想方设法设 置一整套完美方案。 文丨FT中文网专栏作家 张冬方 在过去的一年，比亚迪一路高歌猛进，最终以一个"超越"圆满收官。该车企产销快报显示， 2025年，比亚迪纯电动汽车全球销量约为225.7万辆，同比增长27.9%。而特斯拉公布的数据 显示，2025年特斯拉全年交付量约为163.6万辆，同比下滑近9%。由此，比亚迪纯电汽车年 销量首次超越特斯拉。2023年第四季度时，比亚迪纯电动汽车曾首次在季度销量上超越特斯 拉。 全球纯电动汽车销量冠军的更迭，既源于比亚迪在海外市场的持续扩张，也与特斯拉过去一 年销量的急剧下滑密切相关，尤其是在欧洲市场。与比亚迪的强劲增长形成鲜明对比的是， 特斯拉在法国、瑞典、西班牙 ...

通过对比 2024 年同期的选举邀请函数据（当时为 1788 名女性、10616 名男性及 11 名非二元性别者），可以计算出该工厂的整体员工流失率高达 13.8%， 让特斯拉远远落后其最初设定的 22500 名员工的扩张目标。 IT之家注：非二元性别（Non-binary）是一个统称，指那些性别认同不完全属于传统"男性"或"女性"二元划分的人。 报告指出，这一裁员比例显然已经突破了特斯拉总部设定的成本控制红线。埃隆 · 马斯克曾在 2024 年 4 月向全球员工发布内部信，宣布为准备公司的下一 阶段增长，必须对公司运营的各个方面进行成本审查和生产力提升。 IT之家 1 月 22 日消息，德国《商报》昨日（1 月 21 日）发布博文，报道称特斯拉德国格伦海德（Grünheide）超级工厂出现严重人员缩减，缩减比例达到 13.8%，高于马斯克此前在全球设定的"裁员 10%"红线。 基于特斯拉工会委员会（Betriebsrat）选举委员会的官方文件，该工厂目前的在职员工总数为 10703 人，而这一数字在两年前的选举期间曾高达 12415 人。 这意味着，该工厂在过去两年间流失了约 1700 个工作岗位。 委员会 ...

【市场复盘】 2.马斯克于周二表示，公司旗下Cybercab自动驾驶出租车、Optimus人形机器人的初期生产速度将"极其 缓慢"，之后才会逐步提升。据了解，Cybercab是一款双座车型，整车未配备方向盘、踏板等人工操控 装置。这家电动汽车制造商此前曾表示，Cybercab计划于2026年启动大规模量产，Optimus人形机器人 则"有望"在2026年底开启量产。 3豪恩汽电（301488）在互动平台表示，公司和英伟达合作开发的机器人域控大脑产品目前处于正常开 发阶段，公司将在产品完善、客户需求确定并保证所有相关事宜妥当后及时进行相关产品的推出。同时 该域控产品暂未形成收入，请广大投资者注意投资风险。 【机构观点】 国投证券认为，人工智能应用领域正在快速发展，不仅在理论研究和技术创新上取得了显著突破，更在 各行各业的应用中展现出了强大的生命力和广阔的市场前景。 【热门ETF】 本周三（1月21日），科创人工智能ETF华夏（589010）上涨2.74%，报1.610元。指数开盘冲高后震荡 上行，止跌回升态势显著，持仓股涨多跌少，30只成分股中20只上涨，澜起科技以11.90%领涨，云天 励飞、恒玄科技、芯原股 ...

本文源自：金融界AI电报 在特斯拉股价上涨带动韩国电池板块反弹之际，LG能源解决方案股价上涨5.8%。 ...

January 21, 2026 07:18 AM GMT Autos & Shared Mobility | North America 4Q25 Preview: Memory and Commodity Inflation in Focus We highlight 5 key themes for this earnings season: memory shortage, commodity inflation, powertrain mix shift, physical AI, and policy impacts. With all eyes on 2026 guides, we reit. preference for ICE over EV (OW GM, UW RIVN/LCID) and secular growth (OW CVNA). As outlined in our outlook, we entered 2026 with a constructive bias toward ICE oriented OEMs and suppliers, and a more cauti ...

Summary of Key Points from Conference Call Records Industry Overview - **Macro Industry**: The discussion centers around the technology sector, particularly the impact of AI on the macroeconomic landscape in the U.S. and China, as well as investment opportunities in various sub-sectors like commercial aerospace and humanoid robotics [1][3][17][19]. Core Insights and Arguments AI and Economic Growth - AI capital expenditures are projected to drive U.S. economic growth, with major tech companies expected to spend approximately $350 billion to $360 billion by 2025, accounting for about 1% of GDP and growing at a rate of 60%-70% [1][3]. - The contribution of AI to macroeconomic growth is estimated to be around 0.6%-0.7% [1][3]. - By 2026, capital expenditures from the top five U.S. tech companies are expected to reach $500 billion to $510 billion, indicating sustained investment-driven growth, albeit at a potentially slower pace [3][5]. AI's Impact on Various Industries - AI technology is having a comprehensive impact on the semiconductor industry, leading to price increases in mature processes and the rise of domestic computing power [1][12][14]. - The storage sector is also benefiting from AI, with new technologies driving demand for NAND and DRAM [11][12]. - In the commercial aerospace sector, investment opportunities are concentrated in rocket assembly, core aerospace engines, and satellite payloads, with companies like BoLite and Zhenlei Technology highlighted as key players [1][17]. Concerns and Risks - There are growing concerns about a potential bubble in the AI sector, particularly as discussions around the transition from short-term to long-term economic benefits intensify [6][9][13]. - The stability of macroeconomic policies is crucial to ensure a smooth transition and to mitigate risks associated with the AI narrative [5][6]. China's Technological Landscape - China has surpassed Japan in R&D spending, becoming the second-largest globally, and leads in PCT patent applications, indicating significant advancements in technology [8][7]. - However, the impact of these advancements on labor productivity remains limited, primarily reflecting in capital markets rather than the real economy [7][8]. Additional Important Insights - The humanoid robotics industry is transitioning from component manufacturing to key assembly stages, with companies in Tesla's supply chain, such as Sanhua and Topband, being noteworthy [2][20][21]. - Investment opportunities in the commercial aviation sector are expected to rise due to increased domestic production capabilities, particularly in engine manufacturing [18]. - AI applications in retail are opening new growth avenues, with companies leveraging AI tools to enhance operational efficiency and consumer engagement [25]. - The development of AI glasses is anticipated to grow significantly, with a projected increase in global shipments and sales exceeding 50% over the next five years [26]. Conclusion - The overall sentiment is cautiously optimistic regarding the future of AI and its integration into various industries, with a focus on the importance of stable macroeconomic policies and the potential for significant technological advancements to drive productivity and economic growth [15][16].

来源：环球市场播报 电动汽车分析师索耶·梅瑞特在X上分享消息称：美国保险公司Lemonade宣布，将为特斯拉车主提供 50%的保费折扣，前提是车辆的 FSD（全自动驾驶）功能启用，因为数据显示该功能可以降低事故发生 率。 Lemonade联合创始人兼总裁沙伊·温宁格表示："一辆能够全方位观察、从不犯困、反应速度可达毫秒级 的汽车，人类根本无法与之相提并论。除了今天的产品发布之外，我们还宣布了对特斯拉社区的承诺 ——随着 FSD 软件的安全性不断提高，我们的价格也将随之下降。" 马斯克回应称："特斯拉自动驾驶功能激活后，保险费减半，因为它大大提升了安全性。" 美股频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 ...