Key Takeaways Canada will allow up to 49,000 China-made EVs annually at a 6.1% tariff, a shift that will benefit Tesla.Geely's Volvo and Polestar can resume importing China-built models after pausing shipments in 2024.GM lacks Canada-approved China EVs, while BYD needs certification and networks, limiting near-term gains.Canada is easing tariffs on Chinese-made electric vehicles (EVs), marking a major shift in its EV trade policy. Under a new deal with China, Canada will allow up to 49,000 China EVs per yea ...

Investment Rating - The report maintains an "Outperform" rating for the industry, indicating expected performance above the market benchmark by over 10% [5][12]. Core Insights - The report highlights significant growth potential in the commercial aerospace sector, driven by SpaceX's ambitious goal of producing 10,000 Starships annually and achieving a launch frequency exceeding once per hour within three years [2][19]. - OpenAI is actively seeking domestic hardware suppliers in the U.S. for its expansion into consumer devices, robotics, and cloud data centers, emphasizing the critical role of hardware in software development [3][19]. Summary by Relevant Sections Commercial Aerospace - The report emphasizes the long-term investment opportunities in commercial aerospace, particularly focusing on key suppliers and the Blue Arrow Aerospace supply chain. Recommended companies include: 1. Rocket components: Huazhu High-Tech, Yingliu Co., Longxi Co. 2. Satellite assembly and testing: Guangdian Measurement, Sutest, Shanghai Huguang. 3. Other relevant companies: Zhongtai Co., Ice Wheel Environment [2][9]. AI Infrastructure - The report expresses optimism regarding the AI infrastructure sector, particularly in gas turbines and liquid cooling technologies. Key recommendations include: 1. Gas turbine components: Yingliu Co., Wanze Co. 2. Gas turbine generator sets: Jerry Co. 3. Other components: Haomai Technology, Liande Co. 4. Liquid cooling systems: Ice Wheel Environment, Hanzhong Precision Machinery, Liande Co. [3][9]. Key Company Earnings Forecasts - The report provides earnings forecasts and investment ratings for several companies, all rated "Outperform": 1. Green's Harmony (688017.SH): Target price of 220.50, market cap of 40.4 billion, EPS of 0.33 for 2024A. 2. Mingzhi Electric (603728.SH): Target price of 73.65, market cap of 30.9 billion, EPS of 0.19 for 2024A. 3. Huichuan Technology (300124.SZ): Target price of 80.85, market cap of 218.9 billion, EPS of 1.60 for 2024A [12][25].

本文源自：金融界AI电报 1. 1月20日(周二)美股盘前，美股三大股指期货齐跌超1%。截至发稿，道指期货跌1.35%，标普期货跌 1.51%，纳指期货跌1.83%。 2. 截至发稿，欧洲股市主要指数齐跌超1%。欧洲斯托克50指数跌1.24%， 英国富时100指数跌1.04%，法国CAC40指数跌1.14%，德国DAX30指数跌1.54%。 3. 截至发稿，WTI原 油涨0.79%，报59.81美元/桶。布伦特原油涨0.72%，报64.4美元/桶。纽交所黄金涨3.05%，报4735.4美 元/盎司。 ### 市场消息 1. 由于天气预报显示气温转冷，美国天然气期货价格大幅飙升23%。 2. 国际现 货黄金震荡上行，上方空单密集；镑美较高点有所回落，现价附近紧盯一个多单密集区。 3. 瑞郎兑日 元首次向上触及200大关。 4. 欧元两周隐含期权波动率飙升至5.95%，创下自12月初以来的最高水平。 5. 美股半导体板块多股盘前走弱，超威半导体盘前跌逾3%，英伟达跌近3%，高通、台积电跌逾1%。6. 美股大型科技股盘前普跌，微软、苹果跌1%，Meta、亚马逊、特斯拉、英伟达、谷歌A跌2%。7. 现货 白银首次触及 ...

从精密齿轮到特斯拉一级供应商 新剑传动的崛起，是中国制造业[精耕细作]的典型样本。 1999年，公司在杭州临安成立，初期以滚轧成型蜗杆齿轮、座椅水平驱动器为核心产品，深耕汽车及新 能源、半导体等传统领域。 凭借在精密制造领域的技术积累，新剑传动逐步成为国内小模数蜗杆齿轮领域的领先企业，甚至为劳力 士、欧米茄等全球知名手表品牌供应精密部件，奠定了扎实的制造功底。 2005年，新剑传动成立研发中心，2015年又在上海设立研发中心实验室分部，搭建起由50余名博士、硕 士及本科人才组成的专业研发团队。 这个前瞻性的布局，在日后为人形机器人产业爆发埋下了伏笔。 这意味着新剑传动从单一的丝杠供应商，升级为包含丝杠、传感器、电机的完整总成供应商，正式跻身 特斯拉一级供应商行列。 早在2008年，当人形机器人概念尚未普及，行星滚柱丝杠仍被海外企业垄断且主要应用于特种装备、精 密数控机床等小众市场时，新剑传动就敏锐判断其将成为高端装备的核心部件，开始联合高校推进行星 滚柱丝杠的国产化研发。 这份持续十余年的技术沉淀，终于在特斯拉Optimus项目启动后迎来关键机遇。 经过多轮筛选与验证，新剑传动凭借过硬的产品性能，成功跻身特斯 ...

Tesla (NASDAQ:TSLA ) has shown that the stock has the ability to defy gravity, even though the underlying business may not be humming like it used to. ...

以下文章来源于财联社AI daily ，作者马兰 财联社AI daily . 财联社及科创板日报旗下产品——未来已来，AI前沿，独家、深度、专业！ 去年末，美国特拉华州最高法院推翻了下级法院的裁决，裁定特斯拉授予马斯克价值1260亿美元的股票期权合同有效，马斯克的身价也因 此突破7000亿美元。 目前，马斯克持有的42%的SpaceX股份是其最有价值的资产，为3360亿美元；特斯拉的股票加期权则为马斯克创造了3070亿美元的财 富，这还没有包括马斯克新获得的天价薪酬包，若他在未来十年内帮助特斯拉市值成长8倍以上，他将被授予价值万亿美元的额外股权。 马斯克在2025年成为首位身价超过7000亿美元的富翁之后，又开始马不停蹄地冲击8000亿美元大关。 福布斯实时亿万富翁排行榜显示， 马斯克目前财富高达7800亿美元，再次创下历史新高，领先第二名的谷歌创始人拉里·佩奇近5100亿美元。 而xAI的新一轮投资同样也让早期投资者身家暴涨，包括沙特阿拉伯的瓦利德王子（Alwaleed Bin Talal Alsaud）、Twitter联合创始人杰克 ·多西以及甲骨文联合创始人拉里·埃里森。 瓦利德王子是推特的早期投资者， ...

1. 1月20日(周二)美股盘前，美股三大股指期货齐跌。截至发稿，道指期货跌1.24%，标普500指数期货跌1.34%，纳指期 货跌1.65%。 | ■ US 30 | 48,749.40 | 48.994.40 | 48,489.80 | -609.90 | -1.24% | | --- | --- | --- | --- | --- | --- | | = US 500 | 6,846.70 | 6,882.60 | 6,813.20 | -93.30 | -1.34% | | 트 US Tech 100 | 25,107.30 | 25,289.80 | 24,947.90 | -422.00 | -1.65% | 2. 截至发稿，德国DAX指数跌1.21%，英国富时100指数跌0.86%，法国CAC40指数跌0.89%，欧洲斯托克50指数跌 1.01%。 | 德国DAX30 | 24,658.53 | 24,817.53 | 24,507.79 | -301.80 | -1.21% | | --- | --- | --- | --- | --- | --- | | 类 英国富时100 | 10,107 ...

Core Viewpoint - Tesla is expected to report its Q4 2025 earnings on January 28, 2026, with investors focused on whether the results can justify the stock's high valuation [1] Financial Performance Expectations - Wall Street anticipates moderate profitability for the quarter, with consensus earnings per share estimated between $0.77 and $0.85 [3] - Revenue estimates for Q4 2025 are projected to be in the mid-to-high $20 billion range, reflecting softer demand growth and increased competition in the electric vehicle market [3] Production and Delivery Figures - Tesla reported production of 434,358 vehicles and deliveries of 418,227 in Q4 2025, which is a 16% year-over-year decline from 495,570 in Q4 2024 [4] - For the full year 2025, Tesla delivered 1,636,129 vehicles, down nearly 9% from 2024, marking a second consecutive annual decline in shipments [4] Stock Performance Predictions - If Tesla exceeds earnings expectations and provides a positive outlook, the stock could rise to the $460 to $500 range [6] - If results meet expectations but guidance is cautious, shares may trade sideways or slightly lower, likely in the $420 to $450 range [6] - In a downside scenario, missing earnings estimates or signaling weaker demand could lead to a stock decline to the $380 to $420 range [7] Earnings Call Significance - With delivery figures already known and expectations tempered, the upcoming earnings call is expected to be crucial for determining stock performance [8]

智通财经APP获悉，Wedbush表示，当前围绕格陵兰岛的关税之争将导致市场走弱，但同时也为投资者 提供了布局"科技龙头股"的良机。 美国财政部长贝森特已向欧洲国家发出呼吁，希望后者不要针对美国因格陵兰岛问题祭出的关税措施采 取报复行动。 该团队进一步补充，根据调研情况，未来几周内，科技巨头们将迎来强劲的四季度财报季。今年美股科 技巨头的资本开支规模高达5500亿美元，这笔巨额投入正推动AI革命迈入新一轮增长周期。 Ives团队强调，当前美国在科技竞赛中已实现对中国的反超，这是30年来的首次。英伟达(NVDA.US)、 微软(MSFT.US)、Palantir(PLTR.US)、谷歌(GOOGL.US)、AMD(AMD.US)、亚马逊(AMZN.US)等一众 美国核心科技企业，正成为本轮AI革命的核心驱动力。 Ives团队表示："若早盘市场走弱，我们建议加仓包括英伟达、微软、Palantir、 CrowdStrike(CRWD.US)、Nebius(NBIS.US)、苹果(AAPL.US)、Palo Alto Networks(PANW.US)、谷歌和 特斯拉(TSLA.US)在内的多只IVES AI 30成 ...

U.S. stock futures were lower this morning, with the Dow futures falling around 700 points on Tuesday.Shares of Valneva SE (NASDAQ:VALN) fell sharply in pre-market trading.Valneva disclosed that it has withdrawn IXCHIQ Chikungunya vaccine BLA and IND in the US following FDA suspension and new serious adverse event review.Valneva shares dipped 7.7% to $9.29 in pre-market trading.Here are some other stocks moving lower in pre-market trading.Rezolve AI PLC (NASDAQ:RZLV) shares dipped 15% to $3.92 in pre-market ...