周三，三大指数涨跌不一，科技股继续下跌，标普500指数连续第二个交易日下跌。AMD(AMD.US)收 盘重挫17.31%，此前该公司公布的第一季度业绩展望未达部分分析师预期。针对财务表现，该公司 CEO苏姿丰于周三向媒体解释称，公司近几个月需求有所增长，并指出："人工智能的发展速度远超我 的预期。" 【美股】截至收盘，道指涨260.31点，涨幅为0.53%，报49501.30点；纳指跌350.61点，跌幅为1.51%， 报22904.58点；标普500指数跌35.09点，跌幅为0.51%，报6882.72点。特斯拉(TSLA.US)跌近4%，英伟 达(NVDA.US)跌超3%，美光科技(MU.US)跌近10%，苹果(AAPL.US)涨超2%。纳斯达克中国金龙指数 收跌近2%，阿里巴巴(BABA.US)跌近3%。 【欧股】德国DAX30指数跌154.31点，跌幅0.62%，报24621.04点；英国富时100指数涨95.67点，涨幅 0.93%，报10410.26点；法国CAC40指数涨82.66点，涨幅1.01%，报8262.16点；欧洲斯托克50指数跌 24.60点，跌幅0.41%，报5970.75点；西班 ...

【金属】现货黄金涨0.38%，报4965.31美元；现货白银涨0.57%，报88.736美元。 【宏观消息】 【加密货币】加密货币继续下跌，比特币一度跌破7.2万美元关口，最低触及71888美元；以太坊一度跌 破2100美元关口，最低触及2076.92美元。 【原油】纽约商品交易所3月交货的轻质原油期货价格上涨1.93美元，收于每桶65.14美元，涨幅为 3.05%；4月交货的伦敦布伦特原油期货价格上涨2.13美元，收于每桶69.46美元，涨幅为3.16%。 美联储宣布维持大型银行资本要求至2027年。美联储周三宣布，在2026年的压力测试周期中将不会调整 大型银行的资本水平，目前正考虑对这项年度测试进行多项改革以提升透明度。美联储负责监管事务的 副主席鲍曼表示，大型银行的压力资本缓冲要求将推迟至2027年调整，以便美联储有充分时间评估其测 试模型在模拟经济衰退情境下检验银行财务状况时可能存在的缺陷。此前，美联储于去年10月投票决 定，将其测试模型向公众开放征求意见，同时还将公布每年用于检验银行的压力情景。 智通财经APP获悉，周三，三大指数涨跌不一，科技股继续下跌，标普500指数连续第二个交易日下 跌。AM ...

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。 ...