In the latest close session, Tesla (TSLA) was down 1.8% at $439.15. This change lagged the S&P 500's daily loss of 0.53%. Meanwhile, the Dow lost 0.09%, and the Nasdaq, a tech-heavy index, lost 1%. Coming into today, shares of the electric car maker had lost 8.71% in the past month. In that same time, the Auto-Tires-Trucks sector gained 0.06%, while the S&P 500 gained 2.06%. Market participants will be closely following the financial results of Tesla in its upcoming release. The company plans to announce it ...

三大美股指进入2026年来首次两连跌，其中纳指跌1%、创近一个月最大跌幅；技股拖垮大盘，"科技七巨头"齐收跌，微软、亚马逊、Meta跌超2%；芯片指 数止步三连涨，博通跌超4%；尽管四季度业绩优于预期，美国银行和花旗仍分别收跌近4%和超3%，四季度利润逊色的富国银行跌超4%。中概股携程跌 17%。 欧美国债价格齐涨，十年期英债收益率创13个月新低，十年期美债收益率刷新一周低位。美元指数逼近四周高位后转跌；日本财相警告不排除任何手段干预 汇市后，连创一年半新低的日元转涨；离岸人民币小幅反弹、盘中曾重新站上6.97；加密货币继续走高，比特币一度较日低涨近4%、涨破9.7万美元创将近 两个月新高。 华见早安之声 市场概述 金属重启狂欢：金银连续三日创盘中历史新高，盘中黄金涨超1%、期银涨近8%；伦锡一度涨11%、和伦铜盘中齐创历史新高，伦镍收涨近6%、创一年半新 高。原油盘中跳水：特朗普言论似乎传递美伊局势缓和信号，盘中曾涨约2%的原油一度跌超3%。 亚洲时段，时隔十年融资保证金比例再提高，A股全天成交逼近4万亿，AI应用大涨，港股阿里拉升超5%，沪锡涨停、沪银涨超8%。 要闻 中国外贸加速回暖，12月以美元计价出 ...

Market - US stock market experienced a decline for the second consecutive day, with the Dow, Nasdaq, and S&P 500 all falling, primarily driven by poor performance in technology stocks, particularly chip stocks like Nvidia, which dropped due to export restrictions [2] - Bank stocks also struggled, with Wells Fargo's revenue falling short of expectations, while Bank of America and Citigroup exceeded expectations but could not support the high market levels. The banking sector faced additional pressure from Trump's call for credit card interest rate reforms [2] - Despite strong PPI and retail sales data, the market remained low due to concerns over the independence of the Federal Reserve and rising geopolitical risks, particularly related to Iran [2] Company - Tesla announced it will stop selling its Full Self-Driving (FSD) software at a fixed price and will instead offer it as a monthly subscription service starting at $99, leading to a 1.79% drop in its stock price [3][33] - Cerebras secured a significant contract with OpenAI worth over $10 billion, committing to provide 750 MW of computing power by 2028, which will help reduce its reliance on a single customer [32] - Wells Fargo reported profits below expectations, with a significant $612 million spent on severance costs, leading to its stock experiencing the largest intraday drop in six months [40] - Bank of America reported a 23% increase in stock trading revenue to $2.02 billion, exceeding analyst expectations, but concerns over costs led to a 5% drop in its stock price [41] - Boeing announced it received 1,173 net orders in 2025, surpassing Airbus, although its stock fell 1.7% in early trading [42]

Key Points - OpenAI, Anthropic, and SpaceX are preparing for IPOs, with valuations at historical highs: Anthropic at $350 billion, OpenAI at $500 billion, and SpaceX at $800 billion [2] - Ctrip Group is under investigation by China's market regulator for alleged monopolistic practices, but the company claims operations are normal [2] - Tesla's CEO Musk announced the discontinuation of the one-time purchase option for FSD, shifting to a subscription model, and introduced new charging fees in China [2] - Alibaba's Qianwen app has surpassed 100 million monthly active users, with significant growth among students and white-collar workers [3] - Unigroup Guowei plans to acquire 100% of Ruineng Semiconductor and will resume trading on January 15 [5] - Rongbai Technology is under inquiry from the Shanghai Stock Exchange regarding a contract with CATL, leading to a temporary stock suspension [5] - KDDI Telecom is investigating inappropriate transactions within its advertising subsidiaries and has established a special investigation committee [11] - Mercedes-Benz has paused the rollout of its L3 autonomous driving system and is shifting focus to L2++ systems [13] - HSBC is considering selling its Singapore insurance business, which could be valued at over $1 billion [13] - Porsche is in talks to sell its stake in Bugatti-Rimac, with the deal potentially exceeding €1 billion [14]

每经AI快讯，美股三大指数集体收跌，道指跌0.08%，纳指跌1.00%，标普500指数跌0.53%。科技股普 跌，甲骨文、博通跌超4%，亚马逊、微软、Meta跌超2%，英伟达、特斯拉、奈飞跌超1%。英特尔逆 势涨超3%。 ...

本文源自：金融界AI电报 美股三大指数集体收跌，道指跌0.08%，纳指跌1.00%，标普500指数跌0.53%。科技股普跌，甲骨文、 博通跌超4%，亚马逊、微软、Meta跌超2%，英伟达、特斯拉、奈飞跌超1%。英特尔逆势涨超3%。 ...

"You get what you measure" is one of my favorite concepts in modern business. It means people and organizations tend to focus their behavior on whatever metrics get tracked and rewarded. This even applies to tech billionaires.This week, CEO Elon Musk said Tesla will make its FSD service subscription-only and remove the option to buy it outright. On social media, Elon stans theorized and argued with Elon-haters over the reason for this change. As usual, the debate was devoid of nuance. Fans took this as an ...

I’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my service to revolve around is momentum.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the ...

I’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my service to revolve around is momentum.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the ...

Wizz Air's CEO Jozsef Varadi has raised the budget carrier's growth projection for this fiscal year after cutting it two months ago, saying the company is adding Airbus SE jets and returning grounded ... ...