Core Insights - Tesla is expected to report its fourth-quarter financial results, with traders anticipating a significant stock movement of about 5% in either direction following the announcement [1][7] - The company is facing declining vehicle sales, but investors are focusing on its growth potential in artificial intelligence, self-driving cars, and robotics [3] Financial Performance - For the fourth quarter, Tesla is projected to report revenue of $25.1 billion, which represents a decline of approximately 2.4% year-over-year, with adjusted earnings per share expected to be $0.46, down from $0.60 last year [6] Market Expectations - Options pricing indicates that Tesla's stock could fluctuate between $412 and $459 by the end of the week, based on Monday's closing price of around $435 [1][7] - Wall Street analysts are divided on Tesla's stock, with six out of eleven analysts rating it as a "buy," three as "hold," and two as "sell," with an average price target of $446, indicating a modest 2% potential rise from the recent close [7] Strategic Developments - CEO Elon Musk is expected to discuss advancements in self-driving technology and robotics during the earnings call, which could become key revenue drivers as EV sales face challenges [2] - Tesla plans to start selling its Optimus humanoid robots to the public by the end of next year, as mentioned by Musk [2] - The company has removed human safety monitors from some of its robotaxis in Austin, which analysts suggest could be a significant step for its robotaxi strategy [5] Revenue Streams - Sales from Optimus robots and subscriptions for Tesla's Full Self-Driving (FSD) software are critical metrics for Musk's compensation agreement, with FSD transitioning to a recurring subscription model starting next month [4]

转眼间，OpenAI、软银、甲骨文官宣"星际之门"已经过去了一整年，但这个号称"立即部署1000亿美 元、4年争取投资5000亿美元"的项目不仅进展缓慢，而且在周一又传出受挫的消息。据最新消息，此前 有关软银集团计划以500亿美元估值（含债务）收购美国数据中心运营商Switch的交易已经告吹。 凤凰网财经讯 1月27日，美股三大指数集体收涨，纳指涨0.43%，道指涨0.64%，标普500指数涨0.5%。 科技股涨跌互现，苹果、甲骨文、Meta涨超2%，英特尔跌超5%，AMD、特斯拉跌超3%。 热门中概股多数下跌，纳斯达克中国金龙指数收跌0.62%，百度跌超3%，小鹏汽车跌超2%，阿里巴巴 跌超1%，理想汽车涨超1%。 黄金与白银大幅回调。现货白银涨幅收窄至2%，报约105美元/盎司，此前一度上涨14%。现货黄金涨幅 收窄至不足0.8%，报约5020美元/盎司，此前一度上涨2.5%。 全球要闻 "星际之门"再遇阻：软银的巨额数据中心收购案据传已告吹 人工智能（AI）热潮"孕育"了许多赢家，尤其是"科技七巨头"受益匪浅。不过，AI领域的主角今年似乎 要有变化了。美国投资银行杰富瑞（Jefferies）最新报告称， ...

欧盟负责科技事务的专员Henna Virkkunen表示："未经同意针对女性和儿童进行的深度伪造色情内容， 是一种暴力且不可接受的贬损形式。"该案件将受到欧盟的网络内容监管框架《数字服务法》管辖。该 法案针对网络上的有害和非法内容设置了严格的防护栏。 第3名苹果收高2.97%，成交140.45亿美元。苹果公司即将公布财报。摩根大通上调苹果目标价，预测其 iPhone 17强劲需求与成本控制将推动业绩超预期。 摩根大通表示，iPhone需求好于预期以及运营支出下降，可能推动苹果业绩超出市场预期。该行重申对 这家科技巨头的"增持"评级，并将目标价从305美元上调至315美元。苹果将于周四公布26财年第一季度 业绩报告。 分析师Chatterjee称："我们认为，与iPhone 17系列强劲需求相关的积极数据信号，被投资者对前所未有 的存储器成本上涨对毛利率的影响、iPhone需求可能存在的价格弹性问题，以及季度内部分App Store服 务增长数据偏软的温和担忧所掩盖。" 周一美股成交额第1名英伟达收跌0.64%，成交231.68亿美元。据报道，微软发布最新人工智能芯片，旨 在减少对英伟达依赖。 微软公司推出第二 ...

So it feels like there's a lot riding maybe not just on these numbers but on Tesla execution generally. I mean the shares have doubled since last April but they've kind of gone sideways. It kind of tread water since September.So what in your view would sort of move the needle more substantially in in terms of these numbers. >> Yeah. In our view, it's all about riskreward.And given the runup that the stock had had uh really since last April, um you know, caused us to go to a sell last fall, um we just felt l ...

Market Overview - U.S. equities are showing a modest advance as investors navigate a busy week with crucial corporate earnings reports and a Federal Reserve meeting [1] - Major U.S. market indexes are trending positively, with the S&P 500 up 0.6%, the Dow Jones Industrial Average increasing by 170 points (0.3%), and the Nasdaq Composite also gaining 0.6% [2] Sector Performance - A shift in sector performance is noted, with a rotation towards energy, materials, staples, and industrials, which had previously lagged behind technology and communications stocks [3] - The technology sector is projected to contribute 60% of total earnings per share (EPS) growth in 2026, driven by AI infrastructure buildout, while the financials sector is also expected to be a strong contributor [4] Industry News - The airline sector faced declines due to widespread flight cancellations from a winter storm, with United Airlines down 0.9% and Southwest Airlines up 0.5% [5] - Natural gas futures surged by 4.5% due to cold weather following the winter storm [5] Upcoming Events - The Federal Reserve's FOMC meeting is set for January 27, with interest rate decisions expected to maintain the current range of 3.50-3.75% [7] - Earnings season is intensifying, with 103 S&P 500 companies reporting this week, including major tech firms like Apple, Microsoft, Meta Platforms, and Tesla [8][9] Economic Data - November durable goods orders increased by 5.3%, indicating a resilient economy, which may temper expectations for immediate Fed rate cuts [11] - The U.S. Conference Board Consumer Confidence Index for January is due for release, along with updates to the Producer Price Index (PPI) [11] Stock Movements - CoreWeave shares jumped 9.7% after Nvidia invested $2 billion in the company, while USA Rare Earth shares rose 11.4% following U.S. government investment commitments [13] - Microsoft stock gained 1.5%, while Nvidia slipped 0.5%. Apple is noted as the worst performer among the "Magnificent Seven" in 2026 [14] - Intel shares fell approximately 6% after a poor outlook, and Capital One Financial Corporation slid 7.6% after a profit miss [14] Geopolitical Influences - Geopolitical developments, including tariff threats and potential government shutdowns, are contributing to market uncertainty [15]

Sector Performance - Communications Services sector leads with a gain of 1.77%, followed by Technology at 1.01% and Materials at 0.77% due to a surge in gold prices above $5100 [1] - Consumer Staples, Energy, and Consumer Discretionary sectors are trading lower [1] Market Sentiment - It is perceived as a stock picker's day, with investors positioning ahead of upcoming megacap earnings reports [2] - Major contributors to the S&P 500 Index include Apple and Meta, both up over 2%, while Alphabet, Broadcom, and Microsoft rose over 1.5% each [2] Megacap Earnings - Key companies reporting mid-week include Apple, Meta, Microsoft, and Tesla, with a focus on the impact of AI on earnings results [3] - The upcoming earnings reports are expected to influence sentiment around the AI trade and the tech sector, alongside the Federal Reserve's announcement [3] Earnings Performance - As of Friday, 79.7% of the 64 S&P 500 companies that reported earnings exceeded analyst expectations [4] Market Movers - Notable losers include Intel, which experienced a 5% decline today following a 17% drop on Friday [5] - Airline stocks are facing challenges due to weather disruptions, with United Airlines down 1.2% and JetBlue down 2.8% [5]

Trade risk rises as earnings loom for mega capsTariff Anxiety Returns to the TapeRenewed fears around a potential Canada-China deal are reviving concerns about additional U.S. tariffs. The issue is not confirmed policy, but positioning, markets remain sensitive to anything that reopens the trade front just as growth expectations stabilize. Even incremental headlines are enough to reprice risk across globally exposed sectors.The sequencing matters. Trade narratives tend to surface when markets are extended, ...

Key Takeaways America's heavy-hitting "Magnificent 7†stocks have driven years of market gains. That may not continue to be the case. This year has started with a mixed showing from the grouping of some of America's biggest tech stocks, which accounted for over 40% of the S&P 500's roughly 18% total return in 2025. Google parent Alphabet (GOOGL) is up some 5% since 2026 began, while Amazon (AMZN) is up about 4%. Tesla (TSLA), Meta (Meta), and Nvidia (NVDA) are little changed. Microsoft (MSFT) and Apple (AAPL ...

The electric-vehicle maker lets investors submit and vote on questions to be raised on Tesla's TSLA-2.42% quarterly earnings call. And with earnings due out Wednesday, this quarter's top question for ... ...

北京时间1月27日凌晨，美股周一午盘小幅上扬，科技股领涨。交易员密切关注华盛顿政治动态，并为 关键财报周及美联储货币政策会议做准备。本周将有超过90家标普500指数成分公司公布季度财报，其 中包括苹果、Meta Platforms和微软等。黄金价格突破5100美元/盎司。 道指涨144.89点，涨幅为0.30%，报49243.60点；纳指涨175.97点，涨幅为0.75%，报23677.21点；标普 500指数涨41.23点，涨幅为0.60%，报6956.84点。 周一黄金现货价格一举突破5100美元/盎司。地缘政治裂痕加深与美元走弱的"双重组合"，促使投资者 争相寻求避险资产；与此同时，日元在经历剧烈波动后大幅走强，令市场神经依旧紧绷。交易员正等待 本周稍晚公布的美联储政策会议结果。 特朗普总统上周末威胁称，若加拿大与中国达成贸易协议，将对加拿大输美商品额外征收100%的关 税。受此影响，加拿大总理马克·卡尼回应称渥太华"无意"寻求与北京达成自由贸易协定。 美国政府停摆阴影风险再次提升。 本周将有超过90家标普500指数成分公司公布季度财报，其中包括苹果、Meta Platforms和微软。根据 FactS ...