今天特斯拉CEO马斯克在财报电话会议上宣布将停产Model S和Model X。 据报道，马斯克表示"现在是时候让Model S和Model X项目光荣退役了，因为我们正真正迈向以自动驾驶为核心的未来"，特斯拉将在下个季度正式停产 Model S和Model X车型，正将加州弗里蒙特工厂的Model S和Model X生产线替换为Optimus生产线，同时特斯拉也会继续为现有车主提供支持，"只要车主 还在用车的话。" 作为补充，特斯拉Model S于2012年推出，被外界普遍认为是第一款真正让电动汽车走向主流、获得广泛认可的车型，Model X则于2015年推出，不知道大 家平时在路上有没有见到过~ 另外，今天是奔驰140周年，各大车企官方微博也纷纷送上了生日祝福。（"奔驰140年"旨在纪念1886年1月29日卡尔·本茨递交奔驰一号专利申请这一历史 时刻） 梅赛德斯-奔驰 · 26-1-29 09:48 发布于 上海 来自 微博网页版 感谢这份懂我的祝福♥从底特律到斯图加特,"打破秩序"的我们从不独行。为了创 造下一个ICON，咱们一起大步奔驰下去！ #奔驰140年＃#跨越140年的热爱 # @凯迪拉克 ▽ ...

整理 | 美股研究社 在这个快速 变 化的 时代， 人工 智能技术正以前所未有的速度发展，带来了广泛的机会 。 《AI日 报 》致力于挖掘和分析最新的AI概念股公司和市场趋势，为您提供深度的行 业 洞察和 价 值 分析。 A I 快 报 【中国科学家研发出 "能屈能伸"的柔性 AI 芯片】 中国科研人员在英国《自然》杂志发表论文，清华大学、北京大学等机构科研人员成功基于国 产工艺研制出 FLEXI 系列全柔性数字型存算一体芯片，突破了柔性电子应用于边缘高性能人 工智能计算的天然瓶颈。该芯片基于低温多晶硅薄膜晶体管，薄如蝉翼，可随意弯折，并具备 超低功耗、高能效、高鲁棒性与低成本等优势。该芯片还采用了以全数字静态随机存取存储器 为核心的"存算一体"架构，相当于把"记忆单元"和"计算单元"合二为一。 【字节已于 2025 年底开启豆包手机助手正式版项目】 字节已于 2025 年底开启豆包手机助手正式版项目，新机预计将于 2026 年 Q2 中晚期发 布。有供应链人士称，字节对新机的预期不低，比第一代的测试版大大提升。在模式方面，豆 包二代手机依旧合作中兴努比亚，由中兴负责硬件，豆包负责 AI 。对此，字节方面暂无 ...

作者 Jonathan Weber ，内容为转载编译，仅为呈现不同市场观点与研究视角，并不意味着本 公众号对文中观点结论认可。 特斯拉（TSLA）周三午后发布了最新一季财报，业绩虽略超市场预期，但单看实际经营数 据，表现实在算不上亮眼。 结合公司高到离谱的估值、增长陷入停滞的现状，再加上自动驾驶出租车业务还落后于谷歌母 公司字母表旗下的 Waymo，分析师认为当下特斯拉完全没有投资价值。 先说说唯一的亮点：营收和利润两项核心指标均略超市场一致预期。 但说实话，除此之外，这份财报里能让人看好的点少之又少。四季度营收同比出现下滑，要知 道 2024 年四季度本身的业绩表现就不算强劲， 实际营收的下滑幅度其实更大。 对于一家被市场当作高成长股定价的公司来说，这样的营收表现无疑是雪上加霜。财报发布 后，市场起初给出了正面反应，但分析师判断，特斯拉大概率还会持续震荡。 先看业务增长， 四季度的表现可以用糟糕来形容 ：营收同比小幅下滑，核心原因就是汽车业 务营收拉胯，同比大跌 11%，环比跌幅更是达到 17%。 当然，环比大跌有一部分原因是新能源税收补贴政策调整，不少订单被提前到了三季度，但这 也掩盖不了汽车业务的疲软。 ...

美国科技巨头正为下一代技术革新的霸主地位展开激烈角逐，元宇宙平台公司（Meta）今年将把资本 支出翻倍至最高 1350 亿美元，全力押注人工智能领域。 特斯拉今年将投入 200 亿美元用于人工智能、自动驾驶汽车和机器人技术的研发，这一金额几乎是华尔 街预期的两倍；同时，公司还将向首席执行官埃隆・马斯克旗下的 xAI 初创公司追加 20 亿美元投资。 马斯克还表示，特斯拉需要打造自己的半导体工厂。 与此同时，人工智能带来的海量需求正加剧全球芯片供需失衡，这一状况或对智能手机、电子设备乃至 汽车制造等多个行业造成冲击。 长期以来，开发和运营人工智能所需的英伟达、超威半导体（AMD）加速器一直供不应求，如今投资 者对基础存储芯片也将出现类似短缺的担忧正不断加剧。 半导体的供应能力将成为行业增长的一大瓶颈。马斯克本月早些时候在接受 X 大奖基金会创始人彼 得・迪亚曼蒂斯的播客采访时表示，他已考虑为特斯拉打造专属的逻辑芯片、存储芯片制造及封装工 厂。 马斯克称："如果不建晶圆厂，我们终将遭遇芯片供应瓶颈。眼下只有两个选择：要么面对瓶颈束手无 策，要么自己建晶圆厂。" 若人工智能及其基础设施的需求走弱，企业的高额投入也将 ...

Core Viewpoint - Tesla is transitioning from a traditional automotive company to a technology-oriented firm focused on AI and robotics, as evidenced by its decision to discontinue the Model S and X EVs to prioritize the production of the Optimus humanoid robot and its investment in AI initiatives [1][4][7]. Financial Performance - Tesla reported its first-ever annual revenue decline, with profits falling by 46% last year and car sales revenue decreasing by 11% year-over-year in the last quarter [2]. - Despite these challenges, Tesla exceeded Wall Street expectations, leading to a 3% increase in its stock price after earnings [5]. Strategic Shift - The company is phasing out traditional vehicle sales as its primary revenue source, with a significant focus on robotics and AI services [6][7]. - Tesla's executives believe that the future of transportation will be dominated by autonomous vehicles, predicting that less than 5% of miles driven will involve human drivers [5]. Full Self-Driving (FSD) Strategy - Tesla has transitioned its FSD software to a subscription model, removing the one-time purchase option, which analysts view as a move to monetize its technology and drive adoption [8][9]. - Currently, only 12% of Tesla owners have purchased FSD, with a significant portion of these being upfront purchases rather than subscriptions [11]. Robotaxi and Optimus Initiatives - The company is heavily investing in its robotaxi service and the Optimus humanoid robot, which are seen as critical to its future valuation [13][14]. - Tesla aims to have robotaxis operating in a significant portion of the U.S. by the end of the year, pending regulatory approval, with production of the Cybercab robotaxi set to begin in April [17]. Market Dynamics - Tesla continues to dominate the U.S. electric vehicle market, but faces increasing competition from Chinese manufacturers like BYD, which are gaining market share globally [20][21]. - The end of the $7,500 tax credit has contributed to a slowdown in the EV market, impacting Tesla's sales [20]. Future Outlook - Analysts suggest that Tesla's transition to a tech-oriented business model could lead to higher margins and revenue, transforming it from a capital-intensive automotive company to a high-margin services business [19][24]. - The company is expected to spend over $20 billion this year on new production lines and AI infrastructure to support this transition [19].

Market Overview - The Federal Reserve maintained the federal funds rate target range at 3.5%-3.75%, aligning with market expectations[9] - The Hang Seng Index closed at 27,827, down 2.58% for the day but up 8.57% year-to-date[3] - The S&P 500 index closed at 6,978, with a slight decrease of 0.01% for the day and a year-to-date increase of 1.94%[3] Stock Performance - Gold prices surged, with spot gold exceeding $5,280 per ounce, marking a monthly increase of over 22%[9] - Semiconductor stocks saw significant gains, with the Philadelphia Semiconductor Index rising by 2.34%[9] - Major tech stocks showed mixed results, with Intel up 11.04% and Microsoft down 6% post-earnings report[9] Sector Highlights - Oil stocks continued to rise, with Shanghai Petrochemical gaining over 5% due to geopolitical tensions driving oil prices up by 3%[9] - New consumer concept stocks performed well, with a snack retail chain soaring 69% on its debut[9] - Airline stocks faced pressure, with China Southern Airlines down 6.83% due to rising operational costs[9] Economic Indicators - The U.S. dollar index fell to 95.51, the lowest since February 2022, contributing to the rise in gold prices[9] - The Japanese yen strengthened, impacting export-related stocks negatively, with Toyota down 3.24%[13] - The Bank of Japan raised its policy rate to 0.75%, the highest in 30 years, indicating a cautious approach to future rate hikes[13]

By Mike Dolan Jan 29 - What matters in U.S. and global markets today By Mike Dolan, Editor-At-Large, Finance and Markets Global markets are digesting a torrent of new information on the earnings, currency and political fronts – yet they are holding up reasonably well. The S&P 500 eclipsed 7,000 points briefly ​on Wednesday and looks like it might do so again. The Federal Reserve meeting yesterday – and the decision to leave rates unchanged – did nothing to ‌disturb the existing market view. Chair Je ...

Electrified vehicles accounted for a bigger market share of the European auto sector than their gasoline counterparts. Gasoline Registrations Drop Gasoline registrations fell in the market towards the end of the year by 18.7% in 2025 in the EU, according to data released by the European Automobile Manufacturers' Association (ACEA) on Tuesday. The market share for Gas-powered vehicles fell to 26.6% from 33.3% a year earlier. Don't Miss: Missed Nvidia and Tesla? RAD Intel Could Be the Next AI Powerhouse — ...

以下文章来源于一见Auto ，作者郑植文 一见Auto . 汽车竞争中的野心、方法论与新秩序。21世纪经济报道旗下汽车报道品牌。 记者｜郑植文 编辑｜吴晓宇 特斯拉再次站在了历史的分水岭上。这一次，挑战前所未有： 特斯拉交出了历史上首次年度 营收下滑的成绩单。 | (nusualted) | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | ($ in millions, except percentages and per share data) | Q4-2024 | Q1-2025 | Q2-2025 | Q3-2025 | Q4-2025 | YoY | | Total automotive revenues | 19,798 | 13,967 | 16,661 | 21,205 | 17,693 | -11% | | Energy generation and storage revenue | 3,061 | 2,730 | 2,789 | 3,415 | 3,837 | 25% | | Services and other rev ...

Group 1: Meta Platforms (META) - Meta Platforms reported a fourth-quarter earnings beat, with shares up more than 7% premarket. The company forecasted first-quarter revenue between $53.5 billion and $56.5 billion, exceeding expectations of $51.4 billion, aided by a 4% tailwind from foreign currency [3][4]. Group 2: Microsoft (MSFT) - Microsoft experienced a decline of over 5% premarket despite reporting fiscal second-quarter results that surpassed estimates. The company earned an adjusted $4.14 per share, with revenue rising 17% year-over-year to $81.27 billion, or 15% in constant currency. Analysts had anticipated earnings of $3.91 per share on $80.31 billion in revenue [4][5]. - For Q3, Microsoft expects total revenue between $80.65 billion and $81.75 billion, indicating growth of 15% to 17% [5]. Group 3: Tesla (TSLA) - Tesla shares rose 2.9% premarket following a top- and bottom-line earnings beat, alongside a positive outlook on Cybercab and robotaxi growth. However, the company reported a quarterly revenue decline due to the end of government tax incentives and increased competition in Europe and China [5][6]. - In the fourth quarter, Tesla earned an adjusted profit of $0.50 per share, down 17% from the previous year but 5 cents above expectations. The company anticipates significant capital expenditures exceeding $20 billion in 2026 [6]. Group 4: Norway's Sovereign Wealth Fund - Norway's $2.2 trillion sovereign wealth fund reduced its stakes in major U.S. tech companies, including Nvidia, Apple, Microsoft, and Alphabet, during the second half of 2025. The fund cut its stake in Nvidia from 1.32% to 1.26% and in Microsoft from 1.35% to 1.26% [6][7]. - By year-end 2025, U.S. investments accounted for 52.9% of the fund's assets, up from 52.4% six months earlier [8].