Core Insights - SpaceX has acquired xAI, resulting in a combined valuation of $1.25 trillion and plans for an IPO this year [1][5] - Elon Musk envisions the merger as a vertically integrated innovation engine combining AI, rockets, and space-based internet [2] - The acquisition aims to leverage space-based data centers to meet the growing electricity demand for AI services [3][4] Company Overview - The deal positions SpaceX and xAI as a formidable entity in the tech and aerospace sectors, with Musk at the helm of both companies [1][2] - xAI shares are valued at $526.59 each, contributing to the overall enterprise value of $1.25 trillion [5] - SpaceX is preparing for an IPO that could value the company at $800 billion, potentially marking the largest IPO in history [5] Industry Context - The rapid closure of the deal highlights the high expectations surrounding AI and concerns about a potentially overheated market [4] - Musk's history of intertwining his business interests raises questions about the financial dynamics between Tesla, xAI, and SpaceX [6][7] - Tesla's recent $2 billion investment in xAI and the sale of battery systems illustrate the interconnected nature of Musk's ventures [7]

特斯拉方面转帖称，干电极制造工艺可降低成本、能源消耗和工厂复杂性，同时显著提高可扩展性。 华福证券认为，干法工艺无需使用溶剂，省去干燥及溶剂回收过程，总成本下降15%；无溶剂可避免有 毒气体释放，降低CO₂排放；总制作时长较湿法减少16%-21%，且对溶剂敏感的固态电解质兼容性好， 适配厚电极技术，是固态电池优选方案。 目前干法工艺主要有六种，聚合物纤维化、干法喷涂沉积、气相沉积、热熔挤压、直接压制、3D打 印，其中聚合物纤维化及直接压制较适用于全固态电池制备，纤维化法是目前应用最广的固态电池干法 工艺，宁德使用该工艺制备的电极厚度可控在50-70μm，能量密度达320Wh/kg，较传统湿法提升约 15%，制造成本下降10%；从行业动向看，国内企业2025年基本建成或在建全固态电池中试线，2026年 左右启动装车测试，2027年实现小批量出货，干法工艺2026年将进入设备定点、定型的关键时期。 天风证券提到，干法工艺有望重塑锂电产业格局，成为固态电池重要增量环节，需22辊甚至更高辊数辊 压机配置；市场空间方面，2025年全球固态电池需求量预计达44.2GWh，干法工艺相关设备需求将随固 态电池扩产增长。 据智 ...

Market Overview - On February 2, US stock indices closed higher, with the Dow Jones up 1.05%, S&P 500 up 0.54%, and Nasdaq up 0.56% [1] - Major technology stocks showed mixed results, with Apple rising over 4% and Nvidia falling nearly 3% [2] Technology Sector - The Philadelphia Semiconductor Index increased by 1.7%, with Micron Technology up over 5% and Intel up nearly 5% [2] - SanDisk's stock surged over 15% due to better-than-expected earnings, while Western Digital and Seagate also saw gains [3] - NAND flash memory prices are expected to rise by over 30% according to reports from SK Hynix and SanDisk [3] Energy Sector - The energy sector experienced declines, with ExxonMobil down over 2% and Chevron down more than 1% [3] - WTI crude oil futures fell by 4.71%, closing at $62.14 per barrel, while Brent crude oil futures dropped by 4.36% to $66.30 per barrel [4] Cryptocurrency Market - Bitcoin prices rose above $78,000 after previously dipping to around $74,560, with significant market volatility leading to over 170,000 liquidations [4] - Bitcoin ETF saw a net outflow of $1.61 billion in January 2026, indicating liquidity issues in the market [4] International Relations and Trade - A trade agreement between the US and India was announced, reducing tariffs on Indian goods from 25% to 18%, effective immediately [5] - India is expected to increase its procurement of US products, including energy and agricultural goods, valued at over $500 billion [5] - The Indian stock index Nifty 50 saw a rise in futures, and the Indian Rupee strengthened against the US dollar following the trade announcement [6]

彭博社在公告发布前不久报道，合并后的实体预计估值将达到1.25万亿美元，每股价格约为527美元。这一消息传出之际，SpaceX正在探索一 项可能筹集500亿美元的历史性首次公开募股。 "我认为这将会发生，"艾萨克森当时表示，并指出马斯克希望将聊天机器人的数据与"特斯拉的所有视频"结合起来。他补充说："他觉得他必须 在从事（物理）AI的公司中拥有控制权，"强调了这位亿万富翁对中央集权监督的偏好。 此交易统一了世界上最有价值的两家私营公司，并正式确立了马斯克各项业务之间日益模糊的界限。2025年，马斯克将其运营流行的Grok聊天 机器人的AI初创公司xAI与社交媒体平台X（前身为马斯克2022年收购的Twitter）合并。 彭博社此前报道SpaceX正与特斯拉就潜在合并进行谈判，尽管目前尚不清楚在潜在的xAI合并和IPO计划中，这些讨论是否暂停。 周五的文件显示，SpaceX正寻求获准发射100万颗卫星，以支持马斯克此前报道的轨道数据中心愿景。这一基础设施将使合并后的公司能够绕 过地面能源限制，并提供物理AI所需的大规模计算能力，同时马斯克的另一家公司 特斯拉(NASDAQ:TSLA) 正寻求大规模部署嵌入AI的 ...

2、中共中央、国务院发布关于《现代化首都都市圈空间协同规划（2023－2035年）》，其中指出，要建成以首都为核心的世界一 流都市圈、先行示范中国式现代化的首善之区；高标准高质量建设河北雄安新区，把北京城市副中心建设成为首都发展新的增长极。 3、据伊朗政府相关人士透露，伊朗总统已正式下令开启与美国的核问题专项谈判。伊朗外交部发言人在当天早些时候的表态中也证 实，伊美双方极有可能在未来几天内展开对话。据悉，本次谈判有望实现高层对接。 4、上海启动收购二手住房用于保障性租赁住房工作。 5、沪市首份年报出炉，芯导科技2025年净利润同比下降4.91%。 4、 美国将把印度"对等"关税税率从25%下调至18%，即日起生效。 行 业 新 闻 1、市场监管总局会同中央空管办、国家发展改革委等十部门联合发布《低空经济标准体系建设指南（2025年版）》，其中提出，到 2027年，低空经济标准体系基本建立，基本满足低空经济安全健康发展需求。到2030年，低空经济领域标准超过300项 ，结构优 化、先进合理、国际兼容的低空经济标准体系基本形成，为低空经济安全健康发展提供有力支撑。 2、工信部发布强制性国家标准《汽车车门把手安全技 ...

Market Performance - The U.S. stock market showed stability as the sell-off in precious metals and cryptocurrencies eased, with better-than-expected PMI data contributing to gains across major indices [1] - The S&P 500 index closed up 0.54% at 6976.44 points, the Nasdaq Composite rose 0.56% to 23592.11 points, and the Dow Jones Industrial Average increased by 1.05% to 49407.66 points [1] Sector Performance - The S&P 500 index is close to its historical closing high, just 2.16 points away from 6978.60 points and approximately 20 points from its intraday high of 7002.28 points [3] - Notable stock movements included Nvidia down 2.89%, Google-A up 1.68%, Apple up 4.06%, and Amazon up 1.53% [3] - The "storage giants" performed well, with SanDisk up 15.44%, Micron Technology up 5.52%, Seagate Technology up 6.2%, and Western Digital up 7.99% [3] - The rare earth sector saw mixed results, with U.S. Antimony up 7.23%, while other companies like U.S. Rare Earths and Critical Metals experienced fluctuations [3] Cryptocurrency Impact - Bitcoin fell below $80,000, leading to a significant drop in Robinhood Markets by 9.62%, making it the largest decliner in the S&P 500 [4] - Other cryptocurrency-related stocks also faced declines on the same day [4] Chinese Stocks - Chinese stocks showed mixed performance, with the Nasdaq Golden Dragon China Index down 0.65% [5] Commodity Market - International oil prices fell, with WTI crude oil down $2.88 to $62.33 per barrel, a decline of 4.42% [6] - COMEX gold futures dropped $64.20, or 1.35%, to $4680.9 per ounce, while COMEX silver futures rose slightly by $0.73, or 0.93%, to $79.265 per ounce [6] - Spot gold decreased by $205.25, or 4.22%, to $4660.1 per ounce, and spot silver fell by $5.49, or 6.48%, to $79.21 per ounce [6]

特斯拉再次站在了历史的分水岭上。这一次，挑战前所未有。 北京时间2026年1月29日，特斯拉发布的2025年第四季度及全年财报显示，其"基本盘"汽车业务面临显 著压力。2025年，特斯拉全球生产电动车约165.5万辆、交付163.6万辆，分别同比下降6.7%、8.6%，全 年总营收948.27亿美元，同比下滑3%；净利润37.94亿美元，同比大幅下降46%。 不过，这份财报并非一片灰暗。通过严格的成本控制与卓有成效的区域结构优化，特斯拉在2025年第四 季度将整体毛利率逆势提升至20.1%，创近两年新高。同时，能源业务展现出强劲的增长韧性，全年营 收同比增长25%，储能装机量达46.7吉瓦时，同比增长48.7%，其中第四季度储能产品装机量达14.2吉瓦 时，环比增长13%，第四季度和全年储能装机量均创历史新高，成为稳固的第二增长支柱。 真正定义这个"分水岭"时刻的，并非这些财务数字的波动，而是特斯拉CEO埃隆·马斯克在财报电话会 上宣布的一系列足以重塑公司基因的激进决策。他正式将公司使命更新为"创造惊人的富足"，标志着特 斯拉的雄心已远远超越汽车制造，指向一个由人工智能和机器人定义的未来。为此，马斯克宣布了史 ...

And right now we are 2 minutes away from the end of the trading day. Romaine Bostick alongside Katie Greifeld, taking you through to that closing bell with a global simulcast. It starts right now.Carol Massar Tim Stenovec back in the radio room. Welcome to our audiences across all of our Bloomberg platforms, including our partnership with you to peer on a potentially record setting day for the Dow transportation average, as well as the S&P 500. And a happy belated birthday.Just don't stand back. Thank you. ...

Core Insights - Tesla CEO Elon Musk is planning to merge SpaceX with AI startup xAI to consolidate resources for their ambitious expansion in AI and aerospace [1] - The merger is expected to price shares at approximately $527, with a total valuation potentially reaching $1.25 trillion [1] - This transaction would combine two of the largest private companies globally, with xAI's valuation at around $230 billion and SpaceX's at about $800 billion [1] Group 1 - The merger aims to provide xAI with increased capital, talent, and computational resources [2] - It may also advance Musk's concept of a "space AI data center" [2] - SpaceX is applying for permission to launch up to 1 million satellites into Earth orbit for this project [2] Group 2 - The merger further intertwines Musk's business ventures, following his acquisition of Twitter and the subsequent merger with xAI [1] - xAI is currently operating the chatbot Grok, which reportedly incurs monthly costs of about $1 billion [1]

智通财经APP获悉，周一，三大指数收涨。加密货币在经历了上周末的暴跌后，今日收复部分跌幅，贵 金属延续跌势。美国劳工统计局(BLS)本周五不会发布1月非农就业报告，原定周二披露的12月职位空缺 报告也将改期发布。 【美股】截至收盘，道指涨515.19点，涨幅为1.05%，报49407.66点；纳指涨130.29点，涨幅为0.56%， 报23592.11点；标普500指数涨37.46点，涨幅为0.54%，报6976.49点。英特尔(INTC.US)、美光科技 (MU.US)涨超5%，英伟达(NVDA.US)跌近3%，苹果(AAPL.US)涨4%。纳斯达克中国金龙指数收跌 0.65%，小鹏汽车(XPEV.US)跌8%，百度(BIDU.US)跌3%。 欧洲股市收高 斯托克600指数创下收盘新高。今日，欧洲股市出现了明显的反弹，其走势与美国期货及 股市的上涨情况保持一致。虽然，此前的悲观情绪延续到了今天，但逐渐有所缓解。最终，欧洲斯托克 600指数收于当日最高点，并创下历史新高。自去年4月触底以来，斯托克指数已上涨了33%，且自年初 以来涨势愈发强劲。有分析师指出，欧洲资产正回流本土，因核心国家政府正转向更高的赤字支 ...