Core Insights - Tesla, Inc. is being closely monitored by analysts as a significant player in the AI stock market, with Morgan Stanley maintaining an Equalweight rating and a price target of $425.00 following Lemonade's launch of "Autonomous Car Insurance" that reduces per-mile rates for Tesla's Full Self-Driving (FSD) by approximately 50% [1][2]. Group 1: Insurance Impact on FSD - Lemonade's new insurance product is a major advancement in legitimizing autonomous driving, particularly Tesla's FSD technology, by linking insurance pricing directly to miles driven under FSD, offering up to 50% lower rates for those miles [2][3]. - The insurance policy differentiates between human-driven and FSD-driven mileage, indicating that underwriting models view autonomous operations as lower risk, which is a notable shift in how insurers treat advanced driver-assistance features [2][3][4]. Group 2: Market Implications - Morgan Stanley's analysis suggests that Lemonade's insurance product could promote greater usage and adoption of Tesla's FSD, as lower insurance premiums provide financial incentives for drivers to utilize FSD more frequently, enhancing Tesla's value proposition [3][4]. - The recognition of FSD as an economically relevant safety system marks a transition from experimental to broader acceptance, as insurers begin to incorporate detailed driving data into their pricing models, rewarding technologies that demonstrably reduce risk [4]. Group 3: Company Overview - Tesla, Inc. operates in the automotive and clean energy sectors, utilizing advanced artificial intelligence in its autonomous driving technology and robotics initiatives [5].

Group 1 - The US stock market experienced an increase driven by optimism surrounding the upcoming earnings reports of major tech companies such as Microsoft, Apple, Meta, and Tesla [1] - Investors are positioning themselves ahead of the earnings announcements from these companies this week [1] - The focus is shifting to whether the AI-driven market rally can maintain its momentum [1] Group 2 - The Federal Reserve's policy decision on Wednesday is a key focus for the week, with expectations that interest rates will remain unchanged [1] - The market is looking for any clues regarding future expectations for interest rate cuts [1] - Bitcoin saw a slight increase of 0.3%, reaching $88,250 [1]

在中国高端轿车市场，Model 3的不败神话，落幕。 上市三年的小米SU7，首次超越特斯拉Model 3在华全年销量，还多卖了5万多台车。 乘联会数据显示，2025年，小米汽车共交付了258,164辆小米SU7，成为中国最畅销的豪华电动汽车轿车。 而上一届"标杆"特斯拉Model 3，2025年在中国依旧畅销，全年交付量为200,361辆，同比增长约13%，但增速已不敌SU7。 在中国市场中，这是小米SU7首次全年超越Model 3，且交付量高出大约29%。 不过在外界看来，这个结果可能不算意外。 实际上，SU7从2024年发布到2025年末，21个月中，有13个月的单月销量超过了Model 3。 而这一进展也被外媒关注到，他们还总结出了小米实现超越的理由： 首先在定价上，没换代的标准版SU7，起售价是21.59万元，比Model 3的23.55万元低9%左右。 甚至中国市场之外，外媒也都关注到了这一进展，将SU7称作是"Model 3杀手"，就连美国网友都在眼馋，希望小米汽车能开到美国，自己会立刻下定一 台车。 怪不得特斯拉开年在中国上强度，又是七年低息，又是8000块补贴，摆明要猛提销量的架势。 但众所周 ...

Core Viewpoint - The upcoming week is significant for the financial markets, with the first Federal Reserve meeting of 2026 and the Q4 earnings results from major tech companies, known as the "Magnificent Seven" [2][3][6]. Group 1: Federal Reserve Meeting - The Federal Reserve is expected to hold interest rates steady during its first meeting of 2026, with a focus on maintaining its independence amid political pressures [3][4]. - Fed Chair Jerome Powell will hold a press conference, marking the first since the Trump administration's investigation into the Fed's refurbishment costs [4][5]. Group 2: Q4 Earnings from Magnificent Seven - Four out of the seven major U.S. tech companies, including Microsoft, Apple, Meta, and Tesla, will report their Q4 earnings this week, alongside South Korea's Samsung [6]. - Companies are under pressure to not only meet but exceed earnings forecasts and provide strong guidance to justify their high valuations [7]. Group 3: Yen and Japanese Elections - Japan is preparing for a snap election on February 8, with Prime Minister Sanae Takaichi's policies affecting the yen and government bonds [8]. - Analysts express concerns over the yen's stability, particularly in light of Japan's high debt-to-GDP ratio of 221% [9]. Group 4: Emerging Market Central Bank Meetings - Several emerging market central banks are meeting, with Brazil and Chile expected to maintain their current interest rates, while Colombia is anticipated to cut rates [10][11][12]. - Ghana is expected to make a significant rate cut of 300 basis points due to currency instability [12]. Group 5: Greenland Stabilization - The geopolitical situation regarding Greenland is stabilizing, which could positively impact global stock markets and reduce gold prices, currently above $5,000 an ounce [13][14]. Group 6: Key Global Macro Events - Key economic indicators such as Durable Goods Orders and the Producer Price Index (PPI) will be released, with expectations of a slight decrease in initial jobless claims [15][16][17].

此外考虑将一部分资产配置于黄金（对冲货币贬值与尾部风险，但留意近期贵金属连续强劲刷新记录高位，已经严重超买）、其他大宗商品（对冲通胀与地 缘风险）以及基础设施等能产生稳定收益的实物资产。并保留一定比例的现金或短期国债，不仅能在市场暴跌时提供缓冲，更能捕捉未来出现的高确定性机 会。 过去几个月来，科技等增长型板块的表现逊于周期性板块和价值股。但是，大型科技公司凭借扎实的现金流和对AI趋势的卡位，在经济不确定性中反而更 像资金"避难所"，仍有能力带领市场创新高。机构预期，盈利增长、周期性上涨以及人工智能的广泛应用，都将支撑标普500指数和市场波动率，而市场脆 弱性和高风险政策则会加剧市场不稳定性。但无疑，上涨的路径将更为震荡，且其领导地位正从"增长引擎"逐渐转变为"市场系统性风险的集中体现"。 由于近几周市场几乎都被紧张的地缘政治局势所牵引，掩盖了一个事实：本轮财报季的科技公司业绩其实不乏亮点。实际上在已经公布业绩的科技股中，台 积电（财报和指引双双超出市场预期）、网飞（业绩优于预期，但对本季度和今年全年的业绩指引谨慎）和英特尔（营收和每股收益超预期，但本季度业绩 指引低于预测）都交出了不错的成绩单。本周市场继续 ...

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.In my prior report on Tesla, Inc. ( TSLA ), I concluded that execution on robotics is a must for Musk. In my view, everything that Tesla does and Musk aspires hooks into each other as IDhierin-Perkash Bechai is an aerospace, defense and airline ana ...

Over a week, Magnificent Seven stocks nearly recouped losses, following the evolving Greenland situation since last Friday. Over the last three months, Roundhill Magnificent Seven ETF (NYSE:MAGS) now shows 0.2% gains, or 15% over one year. This week, four out of seven companies will deliver earnings – Tesla (NASDAQ:TSLA), Meta Platforms (NASDAQ:META), Apple (NASDAQ:AAPL) and Microsoft (NASDAQ:MSFT) – with a combined market weight of $10 trillion. Except for Apple, which reports Q1 '26 on Thursday, the other ...

2026年1月27日午后，太空光伏午后拉升，光伏ETF华夏（515370）受益上涨1.12%，持仓股拉普拉斯 20CM涨停，奥特维涨超12%，协鑫集成、迈为股份涨超8% 光伏ETF华夏（515370）及其联接基金（012885/012886）跟踪中证光伏产业指数，涉及光伏产业链 上、中、下游企业，包括硅片、多晶硅、电池片、电缆、光伏玻璃、电池组件、逆变器、光伏支架和光 伏电站等，能够更好的反映光伏产业整体表现。指数其太空光伏含量18.49%，指数维度全市场排名第 一。 （文章来源：每日经济新闻） 消息面上，马斯克在达沃斯表示，在太空设立太阳能AI数据中心是理所当然的事。"SpaceX与特斯拉正 同步推进太阳能产能提升，目标在未来三年内实现每年100GW的太阳能制造能力。用于地面数据中心 与太空AI卫星供能。" 国盛证券认为，马斯克提出的SpaceX计划每年部署约100万颗太阳能AI卫星，为太空光伏带来了新的产 业机遇。这一规划被视为推动光伏技术向极端空间场景突破、重构全球光伏产业格局的关键布局。 ...

Core Insights - BYD has sold fewer vehicles in Europe compared to Tesla, indicating a divergence in the fortunes of these two key electric vehicle (EV) manufacturers [1] Company Performance - The sales figures reveal that while BYD is gaining traction, it still lags behind Tesla in the European market [1]

凭借价格相对亲民的电动及混合动力车型阵容，比亚迪在欧洲大陆实现了飞速崛起，不仅对大众等老牌 本土车企，也对特斯拉等海外竞争对手构成了激烈竞争。 与此同时，特斯拉还不得不应对马斯克此前参与的特朗普政府相关风波的后续影响 —— 该政府已于数 月前卸任，这一事件对消费者的购买意愿造成了负面影响。2025 年，特斯拉全球销量同比下滑 9%，第 四季度销量同比跌幅更是达到 16%。该公司也将全球最大电动汽车制造商的桂冠拱手让给了中国车企 比亚迪。 本月早些时候，马斯克宣布，特斯拉将于 2 月 14 日之后停止以一次性付款的方式出售其全套高级驾驶 辅助功能，转而采用月度订阅服务模式。 此前，特斯拉在美国市场为其完全自动驾驶（Full Self-Driving）系统提供两种购买方案：一次性支付 8000 美元，或每月支付 99 美元订阅。此次服务模式调整的背后，是特斯拉希望提升经常性订阅收入的 战略考量。 美股频道更多独家策划、专家专栏，免费查阅>> 来源：环球市场播报 随着中国汽车巨头比亚迪的销量持续反超埃隆・马斯克旗下的电动汽车制造商特斯拉，特斯拉以欧洲市 场销量下滑的成绩结束了这一年。 据欧洲汽车制造商协会（ACEA ...