加通贝祥将特斯拉目标价从551美元下调至520美元。 ...

Multiple analysts have weighed in on Tesla Inc.'s (NASDAQ:TSLA) fourth-quarter earnings call, sharing their insights on various factors related to the Elon Musk-led automaker.Gary Black Paints Mixed PictureIn a post on the social media platform X on Wednesday, Gary Black of The Future Fund LLC shared his insights on the earnings. The investor outlined that he expects Tesla shares to "rise by 2-3%" once the markets open following the earnings call.Ross Gerber Says Its The End Of An EraMeanwhile, Ross Gerber, ...

Core Viewpoint - Tesla is shifting its focus from electric vehicle production to robotics, announcing the discontinuation of the Model S and Model X to allocate resources for manufacturing Optimus robots, following its first annual revenue decline [1]. Group 1: Production Changes - Tesla will cease production of the older Model S and Model X vehicles to repurpose factory space for its Optimus robots [1]. - The company is facing challenges in its transition to self-driving cars and robotics, with plans for Cybercabs (robotaxis) hindered by capacity issues and regulatory hurdles [3]. Group 2: Financial Investments - Tesla's investment is set to more than double to $20 billion this year, with $2 billion allocated to its artificial intelligence division, xAI [2]. - The increased spending aims to fulfill promises made by CEO Elon Musk regarding the company's transition towards advanced technologies [3]. Group 3: Market Position and Competition - Tesla is exploring new revenue streams as competition in the electric vehicle market intensifies, particularly with BYD surpassing Tesla to become the world's largest EV manufacturer [5]. - The company has experienced revenue and profit declines due to backlash against Musk's cost-cutting measures and competitive pricing from rivals [5][6]. Group 4: Stock Performance and Investor Sentiment - Tesla shares rose by 2% in after-hours trading, reflecting cautious gains attributed to AI-driven turnaround plans [11]. - There are concerns among investors regarding Musk's ability to manage multiple ventures, including a potential public offering for SpaceX [11].

With U.S. stock futures trading higher this morning on Thursday, some of the stocks that may grab investor focus today are as follows:Check out our premarket coverage hereMicrosoft Corp. (NASDAQ:MSFT) reported better-than-expected second-quarter financial results after market close on Wednesday. Microsoft reported second-quarter revenue of $81.3 billion, up 21% year-over-year. The total beat a Street consensus estimate of $80.25 billion, according to data from Benzinga Pro. The company reported non-GAAP ear ...

马斯克在会议中表示，尽管做出这一决定"多少有些伤感"，但随着行业技术迭代与市场格局变化， Model S和Model X项目确实已到收官时刻。他强调，特斯拉将持续为现有车主提供全方位支持，保障车 主用车期间的相关服务需求。对于仍有购买意向的消费者，马斯克提示"现在就是下单的最佳时机"。 据悉，Model S与Model X目前均在特斯拉加州弗里蒙特工厂生产。停产之后，该工厂将逐步转向 Optimus人形机器人的生产制造，这也成为特斯拉布局未来产业的重要举措。 特斯拉相关负责人表示，未来公司将集中资源发力自动驾驶技术研发与相关产品落地，持续推动电动汽 车产业的技术革新与升级，为全球消费者带来更具科技感与实用性的出行解决方案。（纯钧） 来源：环球网 作为特斯拉发展历程中的关键车型，Model S于2012年正式推出，被业界普遍认为是首款推动电动汽车 走向主流市场、获得广泛市场认可的标杆产品；2015年亮相的Model X则进一步丰富了特斯拉的产品矩 阵，成为品牌第二款重要的电动汽车项目。多年来，两款车型历经多次内外饰改款升级，持续优化用户 体验。 【环球网科技综合报道】1月29日消息，据CNBC报道，当地时间1月 ...

受此消息影响，周四美股夜盘，特斯拉股价上涨2.4%，报441.83美元。 营收承压但超预期 财报显示，2025年第四季度，特斯拉总营收达249.01亿美元，较去年同期的257.07亿美元下滑3%，略超 预期的247.9亿美元。 盈利端承压明显，四季度营业利润为14.09亿美元，同比下滑11%；净利润8.4亿美元，同比暴跌61%。 非GAAP口径下调整后的每股收益（EPS）为0.50美元，同比下降17%，显著高于预期的0.45美元。 年营收首降、Q4净利暴跌61%，特斯拉交出一份不理想成绩单。 由于核心汽车业务承压，特斯拉全年营收同比下滑3%，创下历史首次年度营收降幅。 不过，公司四季度营收与调整后每股收益均超出市场预期。 | Printered | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | ($ in millions, except percentages and per share data) | Q4-2024 | Q1-2025 | Q2-2025 | Q3-2025 | Q4-2025 | YoY | | Total auto ...

Market Analysis by covering: S&P 500, Microsoft Corporation, Crude Oil WTI Futures, Tesla Inc. Read 's Market Analysis on Investing.com ...

机器人产业ETF（159551）跟踪的是机器人指数（H30590），该指数聚焦于机器人产业，涵盖工业自动 化、服务机器人等领域的上市公司证券作为指数样本，以反映机器人相关上市公司证券的整体表现。 风险提示：提及个股仅用于行业事件分析，不构成任何个股推荐或投资建议。指数等短期涨跌仅供参 考，不代表其未来表现，亦不构成对基金业绩的承诺或保证。观点可能随市场环境变化而调整，不构成 投资建议或承诺。提及基金风险收益特征各不相同，敬请投资者仔细阅读基金法律文件，充分了解产品 要素、风险等级及收益分配原则，选择与自身风险承受能力匹配的产品，谨慎投资。 国元证券指出，人形机器人产业景气度旺盛，产品加速迭代。宇树2025年人形机器人实际出货量超5500 台，本体量产下线超6500台；特斯拉首席执行官埃隆·马斯克也表示可能在明年年底前向公众出售 Optimus机器人。政策端，工信部将发布人形机器人与具身智能综合标准化体系建设指南；深圳市鼓励 保险机构在人形机器人等前沿科技方向创新保险产品。产品技术持续更新，OpenAI已建立人形机器人 实验室；意优科技在上海张江投产首条机器人关节自动化生产线，有助于满足需求并降低成本；优必选 ...

然而，商业世界没有永恒的丰碑，只有流动的效率和需求。Model S和X的停产，早已是进行时。销量上，它们早已被更大众的Model Y和Model 3淹没，占 比微小。成本上，它们产自相对老旧、成本更高的弗里蒙特工厂，而非上海超级工厂这样的效率标杆。在特斯拉整体毛利率承压、面临空前价格战的今天， 保留两款叫好但未必叫座的小众高端车型，在经济账上已不划算。 图片系AI生成 当一家公司的创始人亲手按下旗舰产品的"停产键"，这通常不是庆功的信号，而是背水一战的号角。 北京时间2026年1月29日，马斯克在特斯拉的财报电话会上宣布，Model S和Model X将在下一季度正式停产，体面退役。与此同时，特斯拉交出了上市以来 第一份年度营收下滑的财报：2025年总营收948亿美元，跌了3%；净利润37.9亿美元，近乎腰斩，暴跌46%；全球汽车交付量连续第二年下滑，少了8.6%。 冰冷的数字背后，马斯克却在描绘一个近乎科幻的未来：加州弗里蒙特工厂的轿车生产线将让位于Optimus人形机器人的批量制造；没有方向盘和踏板的 Cybercab出租车即将驶上街头；公司今年要豪掷超过200亿美元（约合人民币1389亿元），全力押注自 ...

Tesla Inc. (NASDAQ:TSLA) has revealed the total number of active FSD subscriptions for the first time at its fourth-quarter earnings call.1.1 Million Active FSD SubscriptionsThe company shared the figure during its fourth-quarter earnings call on Wednesday, with CFO Vaibhav Taneja sharing that there were 1.1 million active FSD subscribers worldwide. He shared that there were "nearly 1,100,000 paid customers globally," adding that over "70% were upfront purchases."Taneja shared that as the company announced ...