高盛昨天的报告将2026年铜价预测上调至11400美元/吨，核心逻辑在于预期美国铜关税将推迟至2027年 实施，这意味着美国在2026年会继续以溢价囤积铜，从而加剧非美市场的供应短缺。铜价的定价权正日 益转移到"非美市场的供需平衡"上，建议短期做多，中期警惕。因为当前铜价已包含极度拥挤的投机多 头和对AI数据中心概念的过度乐观，若关税提前或市场情绪逆转，价格将面临显著回调风险。 ①美国11月非农数据超预期 市场押注美联储鸽派转向 -评论员简佳：关税推迟+区域囤货"为铜市创造罕见的区域裂口行情，短期非美现货紧张难以缓解，价 格仍有冲击前高动能；但交易已极度拥挤，且AI数据中心贡献的增量需求被过度线性外推。策略上， 建议逢LME现货升水>200美元时逐步兑现多头，并买入2-3个月看跌期权对冲关税提前或AI情绪反转的 风险；中期等待关税落地后全球库存再平衡，再于9,800-10,200美元区间重新建立多头头寸。 美国11月非农就业人口增长6.4万人，超出预期的5万人，但失业率4.6%，高于预期的4.5%。数据公布 后，美元指数短线走低，跌破98关口；现货黄金小幅上涨。临近年末，市场避险情绪主导，投资者谨慎 感增强。 ...

Ross Gerber seems to always speak his mind when it comes to Tesla (NASDAQ:TSLA) CEO Elon Musk. “I’m not a fan of Elon,” Gerber said during a recent episode of the “Chasing Finance” podcast. “But I’m not going to deny the fact he builds great products.” ‘He’s built some big companies and he’s succeeded,” Gerber added. “People are willing to pay a premium for this guy who works 24/7, who, you know, has built some great products.” Gerber Still Believes in Tesla’s Potential, But Not Blindly While the promin ...

RT Tesla Yoda (@teslayoda)Tesla's retail investor community is an X-factor.@teslaownersSV helped move the needle.@TeslaBoomerMama helped move the needle.@SawyerMerritt helped move the needle.@wholemars helped move the needle.@JoeTegtmeyer helped move the needle.and the list goes on and on... ...

格隆汇12月17日｜随着特斯拉股价再度创出历史新高，以及SpaceX估值飙升，福布斯实时富豪榜最新 数据显示，马斯克的个人财富升至6842亿美元，距7000亿美元仅差158亿美元。 马斯克拥有多家科技公司，他在火箭公司SpaceX中拥有约42%的股权，在特斯拉拥有约12%的股权，在 人工智能企业xAI则拥有高达53%的股权。有业内人士称，美国正在重估马斯克。在大众眼中，特斯拉 是一家电动车公司，SpaceX是一家火箭公司，xAI是一家AI公司。但站在更高的角度看，马斯克真正重 构的是：交通+能源+制造+数据+AI，"下一代世界的底层硬件"。 | ત્વ | | | | Forbes | | Subscribe: Less than $1.50/wk | Fry | | --- | --- | --- | --- | --- | --- | --- | --- | | | Rank A | Hame | Net Worth | Change | Industry | Age | Country/Territory. | | | 1 | Elon Musk | $684.28 | A $8.2 B +1.22% ...

在整体市场承压的背景下，特斯拉的强势表现引发广泛关注。分析人士指出，这或与近期其在人工智能、自动驾驶和能源业务方面的积极进展有 关。此外，市场对特斯拉即将发布的下一代Robotaxi（自动驾驶出租车）以及Optimus人形机器人商业化落地的预期持续升温，进一步提振了投资 者信心。 值得注意的是，尽管面临宏观经济不确定性、利率高企及竞争加剧等多重挑战，特斯拉仍展现出强大的品牌韧性与技术护城河。其股价的逆势上 扬，也被视为市场对其长期战略价值的重新定价。 美东时间2025年12月15日（周一），美股市场经历了一轮剧烈震荡。三大股指开盘高开后迅速跳水，最终全线收跌，投资者情绪普遍低迷。然 而，在这片灰暗的市场图景中，特斯拉（Tesla）却如一道闪电划破阴云——股价逆势飙升3.56%，单日市值暴增537亿美元（约合人民币3786亿 元），成为当日最耀眼的明星。 更令人瞩目的是，这一涨势将特斯拉创始人埃隆·马斯克（Elon Musk）的个人财富推至前所未有的高度。据福布斯最新数据显示，马斯克当前身 家已达6770亿美元，不仅稳居全球首富宝座，更成为人类历史上首位净资产突破6000亿美元的个人。此前，全球富豪的财富天花板 ...

凤凰网科技讯北京时间12月17日，据CNBC报道，美国加州机动车管理局(DMV)周二表示，一名加州行 政法法官近日裁定，特斯拉围绕其"自动辅助驾驶系统"(Autopilot)和"全自动驾驶系统"(FSD)的宣传营销 存在误导性，该公司在加州的车辆销售与生产牌照应被暂停30天。 特斯拉在加州的电动汽车 DMV早在2022年就正式指控特斯拉存在虚假宣传行为。DMV局长史蒂夫.戈登(Steve Gordon)周二在新 闻发布会上表示，DMV将先给予特斯拉90天时间澄清或删除有关Autopilot和FSD系统具有误导性或容易 引发混淆的表述，否则将实施为期30天的汽车销售牌照暂停处罚。(作者/箫雨) ...

Tesla engaged in deceptive marketing for Autopilot and Full Self-Driving, judge rules https://t.co/Y6x26XPo2z ...

Core Points - An administrative law judge ruled that Tesla engaged in deceptive marketing regarding its Autopilot and Full Self-Driving software, misleading customers about the capabilities of these systems [1][4] - The California DMV requested a 30-day suspension of Tesla's sales as a penalty, which has been stayed for 90 days to allow Tesla to modify or remove deceptive language [2][3] - Tesla's marketing practices have been under scrutiny from multiple state and federal agencies, leading to investigations and civil lawsuits related to crashes involving its Autopilot technology [3][4] Group 1 - The judge's ruling is a significant development in a long-standing case initiated by California's DMV, which accused Tesla of creating a false impression of its advanced driver assistance systems [1][4] - The DMV's request for a sales suspension could severely impact Tesla's business, particularly as California is its largest market in the U.S. [5] - Tesla's manufacturing operations could also be affected, as the company relies on its Fremont factory for a substantial portion of its vehicle production [5] Group 2 - The judge recommended a 30-day suspension of Tesla's manufacturing license, which has also been stayed by the DMV [2] - Tesla is currently testing its Robotaxi service in Austin, having removed safety monitors from its fleet, which runs a different version of its driving software [6] - The ongoing legal challenges and investigations could pose long-term risks to Tesla's reputation and operational capabilities [3][4]

MSCI’s regional equities gauge dropped 0.1%, extending its losses to a third consecutive day. That’s after the S&P 500 also fell for a third day Tuesday, while the Nasdaq 100 added 0.3%. Tesla Inc. shares declined about 1% in extended trading after the company’s sales in California were poised to be suspended for 30 days.Meanwhile, West Texas Intermediate crude oil rose more than 1% after President Donald Trump said he was ordering a “total and complete blockade of all sanctioned oil tankers” going into an ...

此外，美国总统特朗普16日签署公告，将此前受美方全面和部分入境限制的国家数量从19个扩大至40 个。 美11月非农就业超预期 失业率意外创4年新高 当地时间12月16日，市场目光聚焦于当日晚间发布的非农就业报告，以获取关于美国劳动力市场的真实 健康状况。 当地时间12月16日，美国公布了因政府"关门"而推迟发布的11月非农就业报告。数据显示，美国11月非 农就业超预期，但失业率却升至4.6%，为2021年10月以来的最高水平。 数据出炉后，股指、汇市及黄金价格随之走出分化行情：美三大股指中仅纳斯达克勉强收红，标普500 指数已连续三个交易日下行；美元指数则一度失守98关口，创两个多月新低；现货黄金则借势攀升至 4310美元/盎司附近。 当地时间12月16日，美国三大股指收盘涨跌不一，道指跌0.62%，标普500指数跌0.24%，纳指涨 0.23%。 | Ａ股 全球 港股 美股 基金 期货 分类 | | | | --- | --- | --- | | 道琼斯 | 纳斯达克 | 标普 500 | | 48114.26 | 23111.46 | 6800.26 | | -302.30 -0.62% | 54.05 ...