格隆汇2月5日｜美股三大指数收盘涨跌不一，道指涨0.53%，纳指跌1.51%，标普500指数跌0.51%，热 门科技股普遍下跌，AMD跌超17%，创2017年以来最差单日表现，英伟达、特斯拉、博通、Meta跌超 3%，谷歌、亚马逊跌超2%，苹果涨超2%。半导体设备与材料、存储概念股、加密矿企跌幅居前，闪迪 跌近16%，美光科技跌超9%，西部数据跌超7%，应用材料、Coinbase跌超6%，阿斯麦跌超3%。减肥药 概念股、住宅地产涨幅居前，礼来涨超10%，安进涨超8%，辉瑞涨近4%。 ...

每经编辑｜王瀚黎 王晓波 2月4日，国新办就锚定农业农村现代化、扎实推进乡村全面振兴有关情况举行新闻发布会。中央财办副主任、中央农办副主任祝卫东提及，要盘活用好农村 闲置资源资产。依法盘活用好闲置土地和房屋，有序推进农村集体经营性建设用地入市，赋予农民更加充分的财产权益，创造条件多渠道增加农民财产性收 入。"同时，要守好这方面的底线和红线，严禁农村集体经营性建设用地入市用于建设商品住房，严查严防违法违规购买农房宅基地，加强农房租赁规范管 理。"祝卫东说。 V 商务部定于2月5日举行新闻发布会, 商务领域重点工作有关情况 2 美国1月24日当周续请失业救济人数 3 美国1月31日当周首次申请失业救济 4 光伏行业2025年发展回顾与20269 研讨会将于2月5日举办 1 习近平同美国总统特朗普通电话 2月4日晚，国家主席习近平同美国总统特朗普通电话。习近平指出，只要双方秉持平等、尊重、互惠的态度相向而行，就可以找到解决彼此关切的办法。双 方要按照我们达成的共识，加强对话沟通，妥善管控分歧，拓展务实合作，不以善小而不为，不以恶小而为之，一件事一件事去做，不断积累互信，走出一 条正确相处之道，让2026年成为中美两 ...

每经AI快讯，美股三大指数收盘涨跌不一，道指涨0.53%，纳指跌1.51%，标普500指数跌0.51%，热门 科技股普遍下跌，AMD跌超17%，英伟达、特斯拉、博通、Meta跌超3%，谷歌、亚马逊跌超2%，苹果 涨超2%。半导体设备与材料、存储概念股、加密矿企跌幅居前，闪迪跌近16%，美光科技跌超9%，西 部数据跌超7%，应用材料、Coinbase跌超6%，阿斯麦跌超3%。减肥药概念股、住宅地产涨幅居前，礼 来涨超10%，安进涨超8%，辉瑞涨近4%。 ...

Tesla - Tesla reported earnings per share of $0.50 for the quarter, beating estimates but down 63% from the same period last year, marking the lowest fourth-quarter earnings since 2020 [1] - The company announced plans to more than double its annual capital spending to $20 billion by 2026, with significant investments in AI and robotics, including a $2 billion investment in Elon Musk's xAI [1][2] - Tesla will discontinue production of its S and X models to repurpose its Fremont plant for building Optimus robots, as these models account for less than 5% of overall vehicle sales [1][2] - The shift in Tesla's mission statement to focus on creating a world of abundance aligns with its push towards autonomy and robotics [1][2] Competition and Market Dynamics - Tesla's auto segment revenue declined by 11% in the fourth quarter due to increased competition in the EV market, particularly from GM and other automakers [2] - The discontinuation of the Model S and X was anticipated as these aging vehicles had not seen significant updates since their introduction [2] - Concerns were raised about Tesla's ability to deliver on its ambitious timelines for autonomous robots and robotaxis, with skepticism regarding the feasibility of mass production within the next two years [3][4][5] Meta and Microsoft - Meta's shares rose by approximately 9% after beating revenue expectations and announcing a significant increase in capital expenditures to $115-135 billion for 2026, nearly double its 2025 CapEx [8] - Microsoft shares fell by 12% following a slowdown in growth for its Azure Cloud computing unit, despite a nearly doubled future sales backlog driven by investments in OpenAI [8][10] - The contrasting market reactions to Meta and Microsoft's capital expenditure announcements highlight investor sentiment towards AI investments and the perceived return on investment [8][10] Investment Sentiment - Investors are increasingly scrutinizing capital expenditures, questioning the return on investment, especially in light of high spending figures exceeding $100 billion annually [10] - Meta's aggressive spending is seen as a bet on future ad revenue growth, while Microsoft faces concerns over its reliance on OpenAI for a significant portion of its backlog [10][11] - The evolving narrative around AI investments suggests that companies may experience fluctuating investor confidence based on their capital allocation strategies and growth prospects [11]

每经AI快讯，美股三大指数收盘涨跌不一，道指涨0.53%，纳指跌1.51%，标普500指数跌0.51%，英伟 达、特斯拉、博通、Meta跌超3%，谷歌、亚马逊跌超2%。 ...

Group 1 - Tesla, Inc. is not just a car company but is evolving into a robotics and Cybercab company, indicating a shift in its business model and potential growth areas [1][3] - Jim Cramer expressed a bullish sentiment towards Tesla, suggesting that the market's perception can change rapidly, and he is inclined to buy Tesla stock due to its new focus on robotics and autonomous vehicles [3] - Tesla designs and sells electric vehicles and is also involved in solar energy and storage systems, highlighting its diversified business operations beyond just automotive [3] Group 2 - There is a belief that certain AI stocks may offer greater upside potential compared to Tesla, suggesting a competitive landscape in the investment space [4]

Over the years, Tesla has expanded globally with a network of production facilities, showrooms, service centers, and Supercharger stations, and has increasingly emphasized advanced software and autonomous capabilities as part of its long-term strategy. Tesla is one of the world’s most valuable companies, with a current market cap of approximately $1.6 trillion.Tesla is an automotive and clean energy company headquartered in Austin, Texas. Tesla designs, manufactures, and sells electric vehicles (EVs), along ...

根据德国联邦汽车运输管理局周三发布的数据， 比亚迪 1月份在德国售出2,629辆新车（去年同期为235 辆），是 特斯拉 1,301辆注册量的两倍多。 ...

Tesla (TSLA) is making an artificial intelligence (AI) pivot that is deepening with a controversial bet on CEO Elon Musk's own company, xAI. The firm recently disclosed a $2 billion investment in the AI startup as part of a $20 billion funding round. This moves comes despite shareholders rejecting the proposal a few months before in November 2025 and board chair Robyn Denholm opposing the deal. Announced in Tesla's fourth-quarter 2025 earnings release, the investment will deepen the firm's AI strategy un ...

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI technologies [3][7] Investment Opportunity - Wall Street is investing hundreds of billions into AI, but there is a looming question regarding the energy supply needed to sustain this growth [2] - The company in focus is positioned to benefit from the surge in demand for electricity driven by AI data centers, making it a potentially lucrative investment [3][8] Energy Infrastructure - The company owns significant nuclear energy infrastructure assets, which are crucial for America's future power strategy [7] - It is one of the few global firms capable of executing large-scale engineering, procurement, and construction projects across various energy sectors, including oil, gas, and renewables [7] Financial Position - The company is noted for being completely debt-free and holding a substantial cash reserve, amounting to nearly one-third of its market capitalization [8] - It is trading at less than 7 times earnings, indicating a potentially undervalued position in the market [10] Market Trends - The company is expected to benefit from the onshoring trend driven by tariffs, as well as the increasing U.S. LNG exports under the current administration [5][14] - There is a growing recognition on Wall Street of this company's potential, as it quietly capitalizes on multiple favorable market trends without the high valuations seen in other sectors [8][10] Future Outlook - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, reinforcing the importance of investing in AI-related companies [12] - The overall sentiment is that investing in AI is not just about financial returns but also about being part of a transformative technological revolution [15]