US stocks rebounded on Friday from a weeklong tech bruising as Wall Street reassessed worries about the impact of AI disruption and the risks of hefty Big Tech spending. The Dow Jones Industrial Average (^DJI) led the way higher, surging by about 2.5%, or more than 1,200 points, to climb ahead of the 50,000 level for the first time. The S&P 500 (^GSPC) rose 2% in its best session since May of last year. The Nasdaq Composite (^IXIC) added about 2.1%, as the indexes bounced back from Thursday's sharp closi ...

Tesla stock rose on Friday as the company attempted to close out a difficult week for technology stocks on a stronger footing, even as broader concerns about demand and competition continued to cloud ... ...

Gather round while we look at the reality of markets. They correct, and sometimes, corrections are brutal. Feb. 5 proved to be a really brutal day, especially for the Magnificent 7 stocks. The Mag 7 group, which includes Apple, Alphabet, Amazon, Meta Platforms, Microsoft, Nvidia, and Tesla, has mostly struggled so far this year. That's because investors worry that the group is spending billions on data labs that may take years to become profitable. And there's no sign the contagion is easing. Among th ...

Tesla Inc (NASDAQ:TSLA) is moving quickly to turn Elon Musk's massive solar vision into reality, as the company ramps up plans for U.S.-based solar cell manufacturing alongside its broader AI and robotaxi ambitions.Tesla Scales Up U.S. Solar Manufacturing PlansThe electric vehicle giant has started turning Elon Musk's 100-gigawatt solar goal into an active U.S. manufacturing push by scouting multiple sites to make solar cells.The company is weighing an expansion of its Buffalo, New York, factory that could ...

Core Viewpoint - The article emphasizes the importance of practical learning experiences in cutting-edge technology and investment opportunities, highlighting a series of planned visits to leading companies and institutions in the tech sector from 2023 to 2026 [12][24]. Schedule Overview - The schedule includes visits to major tech companies and universities such as Tesla, Google, and Stanford University, with specific dates and locations outlined for each event [7][9][10]. - Notable events include closed-door investment research meetings focusing on AI and emerging technologies, scheduled in various cities including Suzhou, Hong Kong, and Shenzhen [8][9]. Learning Experience - Participants will engage in deep explorations of technology companies, gaining insights into the full chain of technology development from laboratory to industrialization [12]. - The program aims to provide direct dialogues with founders and executives, offering insights into strategic decisions and industry disruption logic [12]. Focus Areas - The curriculum will focus on three main dimensions: cutting-edge technology trends, emerging industry ecosystems, and exploration of business strategies [12]. - The initiative aims to help entrepreneurs capture investment opportunities, drive practical innovation, and connect with high-value resources [12]. Past and Future Activities - Previous activities included visits to companies like Huawei, ByteDance, and NIO, with plans to explore additional leading firms in AI, new energy, and biotechnology in the coming years [23][24]. - The program is designed to evolve continuously, adapting to the latest trends and insights in the technology sector [24].

Core Insights - Tesla's Vice President Tao Lin outlined the company's strategic planning and business layout for 2026, highlighting a capital expenditure exceeding $20 billion [1]. Group 1: Capital Expenditure Allocation - The capital expenditure will focus on six main areas: 1. Advancement of Cybercab mass production, with core production line construction in the U.S. nearly completed and continued investment into 2026 to ensure successful scale production [1]. 2. Construction of AI computing centers, which is the most critical investment direction, with over $10 billion already invested in the Texas training center, and significant additional investment planned for 2026 to support all AI-related applications [1]. 3. Upgrading and transforming the robotics factory, with ongoing upgrades to the Model S/X production line and plans for larger-scale transformation to achieve mass production capability for the Optimus robot by the end of 2026 [1]. 4. Expansion of energy storage business, with increased manufacturing investment to enhance overall capacity and delivery capabilities to meet the rapidly growing global energy demand [1]. 5. Upgrading the global manufacturing system to improve hardware automation and software capabilities, making the entire manufacturing system more efficient and scalable [2]. 6. Continuous construction and opening of the charging network, with plans to expand coverage and gradually open it to more automotive companies [2].

"我们认为，未来每一辆车都应该具备自动驾驶能力。但并不是每一家车企都有能力从零开始研发完整 系统，这需要巨额资金、庞大团队以及海量数据。"她说，特斯拉的世界模型可以更高效地适配到不同 车辆上，帮助整个行业更快进入自动驾驶时代。FSD进入中国的意义，某种程度上可能会类似当年上海 超级工厂对新能源汽车产业的推动作用。 责任编辑：陈钰嘉 未来FSD是否会向其他车企开放？陶琳表示，特斯拉一直秉持开放的理念。就像充电网络已经向其他品 牌开放一样，特斯拉未来也愿意将FSD能力开放给更多车企使用。当然，这需要一定的合作开发，目前 特斯拉的精力主要集中在自身系统完善上，还没有正式启动，但这是一个明确的长期方向。 新浪科技讯 2月6日晚间消息，据媒体报道，特斯拉副总裁陶琳在一场交流会上阐述了公司2026年的战 略规划与业务布局。 ...

新浪科技讯 2月6日晚间消息，据媒体报道，特斯拉副总裁陶琳在一场交流会上阐述了公司2026年的战 略规划与业务布局。 她提到，马斯克此前提到的"2月"主要指欧洲可能有进展，中国是"随后跟进"，不过这并不意味着中国 也会在2月落地。目前各项工作都在积极推进，但还没有可以公布的时间表。 责任编辑：陈钰嘉 新浪科技讯 2月6日晚间消息，据媒体报道，特斯拉副总裁陶琳在一场交流会上阐述了公司2026年的战 略规划与业务布局。 对于FSD在中国的落地进展，陶琳表示，特斯拉会非常积极地参与中国自动辅助驾驶相关工作的推进。 关于中国落地的具体时间节点，特斯拉暂时无法给出明确答复。 对于FSD在中国的落地进展，陶琳表示，特斯拉会非常积极地参与中国自动辅助驾驶相关工作的推进。 关于中国落地的具体时间节点，特斯拉暂时无法给出明确答复。 她提到，马斯克此前提到的"2月"主要指欧洲可能有进展，中国是"随后跟进"，不过这并不意味着中国 也会在2月落地。目前各项工作都在积极推进，但还没有可以公布的时间表。 责任编辑：陈钰嘉 ...

近期马斯克团队来华考察供应链一事引发广泛关注，陶琳表示，应该不是关于特斯拉的，可能是 SpaceX或其他项目。 关于供应链，特斯拉采取全球采购策略，只要某地供应链能满足成本、稳定性、交付速度等需求且综合 条件最优，特斯拉就会选择采购。 责任编辑：陈钰嘉 新浪科技讯 2月6日晚间消息，据媒体报道，特斯拉副总裁陶琳在一场交流会上阐述了公司2026年的战 略规划与业务布局。 新浪科技讯 2月6日晚间消息，据媒体报道，特斯拉副总裁陶琳在一场交流会上阐述了公司2026年的战 略规划与业务布局。 近期马斯克团队来华考察供应链一事引发广泛关注，陶琳表示，应该不是关于特斯拉的，可能是 SpaceX或其他项目。 关于供应链，特斯拉采取全球采购策略，只要某地供应链能满足成本、稳定性、交付速度等需求且综合 条件最优，特斯拉就会选择采购。 责任编辑：陈钰嘉 ...

Market Overview - The U.S. stock market indices experienced a significant rebound, with all three major indices rising over 1% as of February 6, 22:50 Beijing time, indicating a recovery from previous sell-offs in AI stocks [1][2] - Major technology stocks saw substantial gains, with Nvidia up 5.6%, AMD up 7%, and Broadcom up 5.1%, driven by renewed interest in AI infrastructure following Amazon's announcement of a $200 billion capital expenditure plan [1][2] Precious Metals - The precious metals market also saw a strong recovery, with spot gold rising 3.39% to $4,939.35 per ounce and spot silver increasing 7.22% to $76.02 per ounce as of the same time [2][3] - Morgan Stanley's report suggests that the long-term bullish trend for gold remains intact, supported by a weak dollar environment, as long as the dollar index stays below 100 [3] Geopolitical Developments - Recent negotiations between Iran and the U.S. in Muscat, Oman, have concluded temporarily, with both sides agreeing to continue discussions, which may impact market sentiment and geopolitical stability [4][5] - The situation remains tense, with Iran expressing readiness to respond to any military actions, particularly in light of increased U.S. military presence in the region [5]