Key TakeawaysGlobal equity markets are on edge as investors await a response from Tehran regarding a 15-point U.S. ceasefire proposal aimed at ending the month-long conflict in the Middle East.South Korea’s Finance Ministry announced an emergency 5 trillion won ($3.6 billion) government bond buyback to stabilize markets ahead of the country’s official entry into the World Government Bond Index (WGBI).Hong Kong is weighing "Big Bang" tax cuts for asset managers, potentially allowing performance fees (carried ...

马斯克计划设立半导体工厂Terafab，力争每年生产按消耗电力换算相当于1太瓦规模的AI半 导体。据他表示这是当前全球供应能力的50倍。有估算认为，生产1太瓦半导体需要5~13万 亿美元的设备投资，金额过于庞大…… 美国企业家埃隆·马斯克正面向量产人工智能（AI）半导体，展开继电动汽车和航天业务之后 的第三次押注。将建设堪称"美国版台积电"的先进工厂，用于处理AI的庞大数据。通过特斯 拉和SpaceX颠覆产品制造常识的马斯克，此次将面临估算额高达13万亿美元的巨额费用。 马斯克提出的构想是，作为其执掌的特斯拉与SpaceX的共同业务，在美国南部得克萨斯州奥 斯汀设立半导体工厂"Terafab"。 马斯克于2月将AI开发公司xAI并入SpaceX，还让开发AI机器人的特斯拉向SpaceX出资，推 进了旗下企业的联盟化。马斯卡将AI视为整个企业群的增长战略，为了确保各公司使用的半导 体，将启动自主进行量产的宏大项目。 | 马斯克以Al 为核心整合企业群 | | | --- | --- | | 特斯拉 | 自动驾驶EV、人形机器人"擎天柱u" AI半导体开发 | | SpaceX | 人造卫星与太空数据中心 | | ...

// 热点头条 // 1. SpaceX ：史上最大 IPO 即将启航！马斯克旗下 SpaceX 的 IPO 筹备工作已进入实质性阶段，计划于 本周或下周正式向监管机构提交机密申报文件，拟于今年 6 月正式启动 IPO ，目标估值锁定 1.75 万亿 美元，并有望募资 500 亿至 750 亿美元。但实际募资规模与估值将在 IPO 前数周最终确定。 2. OpenAI 宣布，出于运营成本考虑，将关停旗下 Sora 视频生成服务，并终止与迪士尼的合作协议，以 简化其人工智能产品线，进一步聚焦机器人等核心产品。此举距离其高调推出 Sora 独立应用程序仅约 六个月。 3. 泡泡玛特： 2025 年全年营收 371.2 亿元，同比增长 184.7% ，年营收首次突破 300 亿元大关；经调整 净利润 130.8 亿元，同比增长 284.5% 。其中， LABUBU 所在的 THE MONSTERS 家族收入达 141.6 亿 元，成为公司首个跻身 " 百亿俱乐部 " 的 IP ，占公司总营收的 38.1% 。然而， LABUBU 以外 IP 的营 收占比大多缩水。曾是泡泡玛特 " 门面 " 的 MOLLY ， 20 ...

In this article, we explore the 10 Tech Stocks to Sell Right Now According to Cathie Wood.Technology stocks have been on the back foot, having experienced a significant sell-off in the first quarter of 2026. The tech-heavy NASDAQ 100 is already down by 4%, and the underperformance raises serious concerns after years of blockbuster gains.The deep pullback comes amid a sharp rotation out of AI-driven software and mega-cap names. In addition, the selloff has come amid fears of AI disrupting software business m ...

马斯克的演讲不到9分钟，主要内容是未来公司规划以及实现路径，听起来更像整个人类的未来 愿景，他提到"太空轨道数据中心"、"不同阶段的能源需求"以及"迈向多行星文明"…… 一周前，他就在社交媒体预热此次发布会，核心信息是他决定建造芯片工厂，预算为200亿-250 亿美元，这是一笔巨资。如果成功，特斯拉将拥有自己完全可控的算力。 编 译 | 张 霖 郁 编 辑 | 黄 大 路 设 计 | 甄 尤 美 来 源 | R e u t e rs, Wa l l S t r e e tJ o u r n a l , B l o o m b e r g , a n y si l i c o n . c o m 当地时间2026年3月21日晚，马斯克（Elon Musk）在得州奥斯汀的西霍尔姆发电厂（Seaholm Power Plant）登台演讲，值得一提的是，这家发电厂在1998年就已关闭，成为历史遗址。 现场简单设置了舞台，舞台一侧放置了电子大屏，德克萨斯州州长格雷格·阿博特（Greg Abbott）也在现场。 芯片公司名为"Terafab"，马斯克称之为是"迄今为止历史上规模最大的芯片制造项目"。 Terafab是由特 ...

Don't Hesitate! Take advantage of the 2-week free trial and receive this limited-time 10% discount with your subscription. Sign up now and start beating the market today!Why did the S&P 500 "SPX" ( SP500 ) and the Nasdaq 100 ( NDX ) futures surge by approximately 4% in pre-market on Monday morning? And why did Oil prices crater?Hi, I’m Victor Dergunov, MBA, and I’ve been an active investor for over 20 years. My passion for investing started early, and I’ve spent two decades honing strategies that consistent ...

Don't Hesitate! Take advantage of the 2-week free trial and receive this limited-time 10% discount with your subscription. Sign up now and start beating the market today!Why did the S&P 500 "SPX" ( SP500 ) and the Nasdaq 100 ( NDX ) futures surge by approximately 4% in pre-market on Monday morning? And why did Oil prices crater?Hi, I’m Victor Dergunov, MBA, and I’ve been an active investor for over 20 years. My passion for investing started early, and I’ve spent two decades honing strategies that consistent ...

Elon Musk's legal team is demanding that a judge in the Delaware Court of Chancery, Kathaleen McCormick, recuse herself from two Tesla lawsuits, alleging she showed bias in supporting a LinkedIn post that was critical of Musk."In light of the Court's recent public support of LinkedIn posts that create a perception of bias against Mr. Musk in these cases, recusal is necessary and warranted," Musk's attorney's wrote in their motion for recusal on Wednesday. "These cases should be re-assigned to another random ...

Tesla, Inc. (NASDAQ:TSLA) is included in our list of the 11 most overvalued companies according to the media. Tesla (TSLA) Accelerates Its Autonomous Driving Roadmap By Vertically Integrating Its Semiconductor Production Pixabay/Public Domain On March 14, 2026, Reuters reported that Tesla, Inc. (NASDAQ:TSLA) is working toward its AI goals by further vertically integrating its semiconductor production to facilitate its autonomous driving roadmap. Tesla, Inc. (NASDAQ:TSLA)’s most recent developments high ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...