新能源MPV不断升级，大空间、多座位的"奶爸车"轻松容纳全家舒适出行；满足个性化需求，多款新 能源智慧越野车热销，既能攀爬45度斜坡，又能实现1000公里综合续航……回眸2025年我国汽车市场， 新车型、新配置不断涌现，让不少消费者感慨"挑花了眼"。 市面频频上新，数据印证产销两旺：2025年，我国新能源汽车产销分别完成1662.6万辆和1649万辆，同 比分别增长29%和28.2%，连续11年位居全球第一。 转自：新华社 新华财经北京1月15日电 （记者唐诗凝、龚联康、田金文）汽车产销量双双突破3400万辆，新能源汽车 产销量均超1600万辆，国内新车销量中新能源汽车占比超过一半—— 打开新出炉的2025年中国汽车产业成绩单，汽车产销规模迈上新台阶，连续17年居全球首位，产业结构 朝着更优方向持续升级。 汽车产业是国民经济的重要支柱产业。一台汽车的生产与流通，串联起数十个行业、上万个零部件的精 密协作与高效运转。中国汽车产业交出的新答卷，彰显复杂变局下中国经济的强大韧性，更让我们清晰 窥见"十五五"乃至更长远未来中国产业变革中不断积蓄的澎湃动能。 上新，勾勒车市上扬线 中国汽车工业协会副秘书长陈士华分析，在 ...

stocks they discuss. We make no representations or warranties regarding the advisability of investing in any particular securities or utilizing any specific investment strategies. Information is subject to change without notice. For information on use of our services, please see our Terms of Use. Information in Investor's Business Daily is for informational and educational purposes only and should not be construed as an offer, recommendation, solicitation, or rating to buy or sell securities. The informatio ...

Charlie Garcia is the founder of R360, a global community of individuals and families with a net worth of $100 million or more. He is editor-in-chief of the Night Owl, R360's exclusive publication delivering contrarian insights into global markets. Garcia is the author of the books "A Message From Garcia†and "Leadership Lessons of the White House Fellows.†A bitcoin enthusiast, he runs his own node. Charlie Garcia ...

A 2026 SpaceX IPO will fuel speculation about convergence between there of Elon Musk's companies: Tesla, SpaceX, and xAI. ...

Tesla (NASDAQ: TSLA) stock has managed to evade the fallout of the electric vehicle (EV) maker’s business-side issues for about a year, but the imminent earnings reports for the fourth quarter (Q4) of 2025, scheduled for January 28, 2026, could dramatically change the situation.The most recent foreboding sign came earlier this month with the release of Tesla’s deliveries report, which demonstrated an underperformance against expectations. Elon Musk’s EV maker, according to the document, shipped 418,227 cars ...

According to a Bloomberg report, Tesla is struggling to sell roughly a third of the initial batch of vehicles it imported into India last year. Sluggish demand left around 100 Model Y sport utility vehicles unsold nearly four months after the company shipped about 300 units into the country, people familiar with the matter told Bloomberg. To reduce inventory, Tesla is offering discounts of up to Rs 2,00,000 on select Model Y variants, though these offers are being made quietly to individual customers rathe ...

Core Insights - U.S. automakers are diversifying into the energy storage sector as they shift focus from electric vehicles (EVs) and aim to utilize their battery factories, which have substantial investments [1][2] Industry Overview - The energy storage market leverages similar technology as EV batteries, providing solutions for homes, businesses, and utilities [1] - Electricity demand is increasing, driven by the growth of data centers and the electrification of appliances, although the future demand for energy storage remains uncertain [3][4] - Renewable energy sources face intermittency issues, and batteries can help mitigate this by storing excess energy for later use [4] Company Developments - Ford is converting its Kentucky battery factory to produce energy storage batteries and plans to allocate space in its Michigan factory for residential storage [5][6] - Tesla's Energy division has been profitable, with margins significantly higher than its automotive business, contributing about 20% to total revenue [7] - General Motors (GM) has launched GM Energy and introduced the PowerBank, with sales reportedly increasing fivefold since January [8][9] Market Demand - The cost of battery storage systems has decreased significantly compared to projections from 15 years ago, and there is a guaranteed customer base due to regulatory requirements in some states [10] - The residential battery market, while promising, faces challenges due to high costs for homeowners [11] - Demand from commercial sectors, particularly data centers, is expected to surge, with projections indicating a potential threefold increase in energy demand by 2028 [12] Challenges and Competition - Transitioning to energy storage is fundamentally different from automotive sales, requiring distinct marketing and technical approaches [14][15] - Automakers like Ford lack direct experience in energy storage, which may pose challenges in competing with established players in the market [16] - There are incentives for U.S. manufacturing in the energy sector, particularly against foreign competition, which could benefit companies like Ford [16][17]

划重点 ① 物理 AI 是 AI 进化的终局。机器人板块在经历 3 年跑输纳指（RBOT +72% vs QQQ +140%） 后，有望迎来右侧入场点。机器人正从死板的工业工具进化为具备"复利属性"的新物种。 ② 机器人生态呈现明显的价值分层：掌握线性执行器与精密轴承的驱动层（如 RBC、CW）正 收割确定性溢价；以激光雷达与触觉传感为核心的感知层（如 OUST、NOVT）随场景扩散迎来 爆发；而英伟达与特斯拉则通过数据飞轮锁定平台层的长期"增值税"。 ③ RockFlow 投研团队认为，当下最明智的策略是采用哑铃型持仓锚定机器人生态的隐形冠 军：以英伟达、特斯拉两大 AI 巨头作为压舱石；左手配置 RBC、CW 等毛利稳健的零部件"铲 子股"，右手博弈 OUST 等感知类标的的估值弹性。 RockFlow 本文共4294字， 阅读需约15分钟 回看过去三年，美股机器人赛道的表现确实有些落寞。代表行业基准的 RBOT ETF 虽上涨了 72%，但同期纳斯达克指数却一路上扬近 140%，几乎 是 RBOT 涨幅的 2 倍。 这种差距不是因为机器人主题没有吸引力，更多是由于"技术预期"与"商业落地"之间那道难以跨 ...

Core Insights - Tesla's stock rose 11% in 2025, following a 63% increase in 2024, despite being one of the "Magnificent Seven" stocks that underperformed the market last year [1][2] - 2025 marked the first year of declining revenue in Tesla's history, with expectations of continued declines in margins and earnings [3] - Analysts predict a rebound in 2026, with revenue expected to reach $107.5 billion, a nearly 14% increase from 2025, and earnings per share projected to rise by 32% to $2.17 [5] Market Performance - Tesla's stock performance in 2025 was below the overall market return, although it has more than tripled in value over the past three years [2] - The expiration of the $7,500 tax credit for EVs negatively impacted sales, with EVs accounting for 12% of domestic car sales in Q3 2025 [4] Future Outlook - Analysts expect a recovery in both revenue and profitability for Tesla in 2026, with a focus on its energy generation and storage products, which are growing at a double-digit rate [5][6] - The rollout of Tesla's robotaxi business and advancements in its Full-Self Driving (FSD) platform could significantly impact future growth [7] - Expectations for 2027 include revenue acceleration to the high teens and potential benefits from Tesla's investments in AI and consumer robotics [8]

（文 / 观察者网 周盛明 编辑 / 高莘） 据彭博社1月15日报道，知情人士透露，特斯拉在印度遇冷，未售出的Model Y被迫打折促销。 知情人士称，特斯拉四个月前向印度出口了约300辆Model Y，但是由于需求疲软，目前这批车仍有约 100辆尚未售出。为清理库存，特斯拉正对部分Model Y车型提供最高20万卢比（约合人民币1.55万元） 的折扣。 知情人士表示，此次折扣仅适用于去年运抵印度的部分库存车型，版本为Model Y标准续航版。目前， 特斯拉并未以官方促销的形式在印度推广优惠政策，而是仅面向特定客户和试驾人群进行定向优惠。 据悉，特斯拉于去年7月正式进入印度市场，尽管进口车在当地面临高达110%的关税，公司仍寄希望于 品牌影响力推动销售。叠加关税后，Model Y的起售价接近7万美元（约合人民币48.93万元）。 彭博社表示，由于特斯拉在印度的品牌曝光有限且售价偏高，消费者对特斯拉的接受度仍然不足。据 悉，为吸引豪华车消费者，特斯拉于去年11月聘请前兰博基尼印度负责人沙拉德·阿加瓦尔（Sharad Agarwal）负责当地业务。 "部分潜在客户在试驾后选择放弃购买，转而选择价格更低的车型，例如 ...