By Mike Dolan Jan 29 - What matters in U.S. and global markets today By Mike Dolan, Editor-At-Large, Finance and Markets Global markets are digesting a torrent of new information on the earnings, currency and political fronts – yet they are holding up reasonably well. The S&P 500 eclipsed 7,000 points briefly ​on Wednesday and looks like it might do so again. The Federal Reserve meeting yesterday – and the decision to leave rates unchanged – did nothing to ‌disturb the existing market view. Chair Je ...

Electrified vehicles accounted for a bigger market share of the European auto sector than their gasoline counterparts. Gasoline Registrations Drop Gasoline registrations fell in the market towards the end of the year by 18.7% in 2025 in the EU, according to data released by the European Automobile Manufacturers' Association (ACEA) on Tuesday. The market share for Gas-powered vehicles fell to 26.6% from 33.3% a year earlier. Don't Miss: Missed Nvidia and Tesla? RAD Intel Could Be the Next AI Powerhouse — ...

以下文章来源于一见Auto ，作者郑植文 一见Auto . 汽车竞争中的野心、方法论与新秩序。21世纪经济报道旗下汽车报道品牌。 记者｜郑植文 编辑｜吴晓宇 特斯拉再次站在了历史的分水岭上。这一次，挑战前所未有： 特斯拉交出了历史上首次年度 营收下滑的成绩单。 | (nusualted) | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | ($ in millions, except percentages and per share data) | Q4-2024 | Q1-2025 | Q2-2025 | Q3-2025 | Q4-2025 | YoY | | Total automotive revenues | 19,798 | 13,967 | 16,661 | 21,205 | 17,693 | -11% | | Energy generation and storage revenue | 3,061 | 2,730 | 2,789 | 3,415 | 3,837 | 25% | | Services and other rev ...

Group 1: Meta Platforms (META) - Meta Platforms reported a fourth-quarter earnings beat, with shares up more than 7% premarket. The company forecasted first-quarter revenue between $53.5 billion and $56.5 billion, exceeding expectations of $51.4 billion, aided by a 4% tailwind from foreign currency [3][4]. Group 2: Microsoft (MSFT) - Microsoft experienced a decline of over 5% premarket despite reporting fiscal second-quarter results that surpassed estimates. The company earned an adjusted $4.14 per share, with revenue rising 17% year-over-year to $81.27 billion, or 15% in constant currency. Analysts had anticipated earnings of $3.91 per share on $80.31 billion in revenue [4][5]. - For Q3, Microsoft expects total revenue between $80.65 billion and $81.75 billion, indicating growth of 15% to 17% [5]. Group 3: Tesla (TSLA) - Tesla shares rose 2.9% premarket following a top- and bottom-line earnings beat, alongside a positive outlook on Cybercab and robotaxi growth. However, the company reported a quarterly revenue decline due to the end of government tax incentives and increased competition in Europe and China [5][6]. - In the fourth quarter, Tesla earned an adjusted profit of $0.50 per share, down 17% from the previous year but 5 cents above expectations. The company anticipates significant capital expenditures exceeding $20 billion in 2026 [6]. Group 4: Norway's Sovereign Wealth Fund - Norway's $2.2 trillion sovereign wealth fund reduced its stakes in major U.S. tech companies, including Nvidia, Apple, Microsoft, and Alphabet, during the second half of 2025. The fund cut its stake in Nvidia from 1.32% to 1.26% and in Microsoft from 1.35% to 1.26% [6][7]. - By year-end 2025, U.S. investments accounted for 52.9% of the fund's assets, up from 52.4% six months earlier [8].

特斯拉2025年的财务数据，堪称"冰火两重天"的典型样本。储能业务的异军突起与全球汽车市场的全面承压，共同勾勒出特斯拉转型前夜的真实图景。 作为营收占比超73%的核心支柱，汽车业务的滑坡成为全年业绩的最大拖累：2025年特斯拉汽车业务收入695.26亿美元，同比下降10%；全年交付量163.61 万辆，同比下滑8.6%，连续第二年下滑；2025年第四季度交付新车41.82万辆，创下2022年第二季度以来的最低值。 当地时间1月28日美股盘后，特斯拉财报披露2025年全年营收948.27亿美元，同比下滑3%，创下公司史上首次年度营收下滑；GAAP（美国一般公认会计原 则）净利润约38亿美元，同比下降约46%，盈利能力下降明显。 从主营业务上看，特斯拉的汽车产品正在被超越，全球纯电销量冠军已被比亚迪摘下。面对新能源汽车产业走向红海竞争，特斯拉首席执行官马斯克将目光 转向AI（人工智能）与机器人。他提到，特斯拉将停产旗舰高端车型Model S/X，押注20亿美元入局AI，改造工厂为机器人提供100万辆/年产能。 这家曾定义电动汽车的公司，正试图加速冲入智能科技领域。马斯克说，"创新总要付出代价，但不创新的代价更大。 ...

导读：马斯克再一次游走于风险边缘——一边是特斯拉日渐萎靡的汽车业务，一边则是他压上特斯拉未 来的AI和机器人业务。 （文 / 观察者网 周盛明 编辑 / 高莘） 游走在风险边缘，压上身家和声誉，忍受现实的压力——马斯克似乎早已习惯在"逆风局"中找到实现目 标的快感。 作为特斯拉、SpaceX、xAI等多家公司的首席执行官，马斯克的创业过程展现出极端的风险偏好和近乎 于偏执的"赌徒"性格。 埃隆·马斯克 美联社 随着特斯拉2025年财报的公布，马斯克的这一性格再次显露无疑——虽然特斯拉的全年营收出现历史首 次下滑、净利润同比近乎腰斩，但马斯克毅然决然的宣布将Model S/X停产，并集中大量资金投资尚未 商业闭环的AI和机器人领域。 虽然交出了不甚如意的财报，但特斯拉的股价波动并不明显。如今，特斯拉的市值依旧高达1.35万亿美 元（约合人民币9.38万亿元），远远超过同类汽车公司——背后真正作为支撑的，正是马斯克给予投资 者的"对未来的希望"。 但是希望并不能给予商业化的回报。在"赌徒马斯克"的带领下，特斯拉再一次游走于风险边缘——一边 是特斯拉日渐萎靡的汽车业务，一边则是他压上特斯拉未来的AI和机器人业务。 ...

格隆汇1月29日｜特斯拉美股盘前涨3%，此前公司凭借超预期的利润率实现盈利超预期。公司宣布将向 首席执行官马斯克创办的私人人工智能公司xAI投资20亿美元，并将部分汽车产能转向机器人制造。此 外，特斯拉预计2026年资本支出将超过200亿美元。Evercore分析师指出，出人意料的资本支出计划将 导致公司自由现金流转负，该消息也令股价盘前涨幅略有收窄。分析师同时表示，公司高利润率的可持 续性尚不明确。 ...

格隆汇1月29日｜特斯拉(TSLA.US)：2025年资本支出达85.3亿美元；预计2026年资本支出将超过200亿 美元。 ...

Core Insights - Tesla shares increased by over 3.3% in premarket trading despite reporting its first-ever annual revenue decline, as CEO Elon Musk announced a strategic pivot towards AI and robotics [1][2] Group 1: Financial Performance - Tesla's fourth quarter 2025 earnings report narrowly exceeded Wall Street forecasts, but it marked the company's first annual revenue decline [2][3] Group 2: Strategic Shift - The company will cease production of its premium Model S and Model X vehicles to focus on manufacturing humanoid robots named Optimus at its Fremont, California facility [3][4] - Musk expressed optimism about the future, stating that the growth of AI and robotics will usher in an era of abundance [3] Group 3: Long-term Goals - Tesla aims to produce 1 million units of the Optimus robot at its California plant, indicating a significant shift in its production strategy [4] Group 4: Investment in AI - Tesla announced a $2 billion investment in xAI, Musk's artificial intelligence company, as part of its latest funding round, despite previous lukewarm responses from investors [5] - The investment aligns with Tesla's goal of integrating AI into physical products and services, while xAI focuses on developing digital AI solutions [5]

U.S. equity futures are showing a mixed to positive picture this Thursday, January 29, 2026, as investors digest a fresh round of corporate earnings, particularly from the technology sector, and look ahead to crucial economic data releases. Premarket trading indicates a cautious optimism, with tech-heavy indexes poised for gains, while broader market sentiment remains influenced by the Federal Reserve's recent stance on interest rates.Premarket Trading and Futures MovementsAs of early morning trading, U.S. ...