特斯拉罕见展开预期管理印度称其GDP已超日本

Market Overview - The MSCI global index has recorded a nearly 21% increase for the year, approaching its largest annual gain since 2019 [1] - Most assets have entered a "wait for holiday" state, with significant volatility observed only in the metal markets [1] Commodity Performance - Silver experienced a significant rebound, with Comex silver rising by 7.88% in a single day, while spot silver increased by over 5% [2] - Copper and nickel also saw strong gains driven by supply and demand dynamics [2] Federal Reserve Insights - The minutes from the Federal Reserve's December meeting revealed significant internal divisions regarding the future path of interest rate cuts, with some members suggesting a pause after the December cut [3] Economic Developments - India's GDP has reportedly surpassed Japan's, making it the world's fourth-largest economy, with expectations to overtake Germany within three years [4] Geopolitical Updates - Ukrainian President Zelensky denied claims of a breakdown in talks with the U.S., stating that discussions regarding U.S. military deployment in Ukraine are ongoing [5] Tesla's Performance - Tesla's stock fell over 1%, and the company provided a rare consensus forecast for Q4 2025 deliveries, estimating 422,850 vehicles, a 15% year-over-year decline [6] - Other analysts estimate deliveries at 440,907 vehicles, reflecting an 11% year-over-year decline [7] Investment Activities - SoftBank has reportedly completed a $40 billion investment commitment to OpenAI, marking one of the largest private financings in history [8] - Elon Musk confirmed plans to expand xAI's data center in Memphis to nearly 2 gigawatts of computing power [9]