Tesla(US:TSLA) Zhi Tong Cai Jing·2026-01-02 23:21Market Performance - The three major U.S. indices showed mixed results, with the Dow Jones increasing by 319.1 points (0.66%) to close at 48,382.39, while the Nasdaq fell by 6.36 points (0.03%) to 23,235.63, and the S&P 500 rose by 12.97 points (0.19%) to 6,858.47 [1] - In European markets, the DAX30 index rose by 51.70 points (0.21%) to 24,542.11, the FTSE 100 increased by 23.52 points (0.24%) to 9,954.90, and the CAC40 index gained 45.71 points (0.56%) to 8,195.21 [1] Cryptocurrency and Commodities - Bitcoin surpassed $90,000, increasing by over 1.4%, while Ethereum rose by over 4% to $3,135.8 [2] - Gold prices fluctuated at high levels, closing up 0.33% at $4,332.88, with an intraday high of $4,400; silver increased by 1.66% to $72.8 [2] - WTI crude oil for February fell by 0.2% to settle at $57.32 per barrel, and Brent crude for March also decreased by 0.2% to $60.75 per barrel [2] Trade Policy - President Trump postponed significant tariff increases on soft furniture, cabinets, and bathroom vanities for one year, providing relief to U.S. consumers and businesses [3] Gold and Bitcoin Market Insights - Delphi Digital reported that gold prices have risen by 120% since early 2024, marking one of the strongest increases in history, with central banks projected to purchase over 600 tons of gold in 2025 and 840 tons in 2026 [4] - The report suggests that gold's performance may signal a liquidity turning point for Bitcoin, as historical trends indicate that gold typically leads Bitcoin by about three months [4] Tesla's Market Position - Tesla's vehicle sales declined by 8.6% last year, resulting in a significant drop in its global electric vehicle market ranking, falling behind BYD, which saw growth in both quarterly and annual sales [5] - Tesla's fourth-quarter deliveries fell by 16% to 418,227 vehicles, below analyst expectations, while BYD delivered nearly 2.26 million electric vehicles for the year [5] - Analysts have become increasingly skeptical about Tesla's sales outlook for 2026, with average delivery expectations dropping from over 3 million to approximately 1.8 million [5] Strategy Inc. Financial Outlook - Strategy Inc., led by Michael Saylor, is expected to report billions in losses due to a significant decline in Bitcoin value, with a 24% drop in the fourth quarter impacting its approximately $60 billion Bitcoin asset holdings [6] - Concerns have arisen regarding the company's potential need to sell Bitcoin to cover future costs, as its enterprise value approaches the value of its Bitcoin holdings [6] OpenAI Acquisition Speculation - Media reports suggest that OpenAI may acquire Pinterest in 2026 to enhance its online shopping and advertising capabilities, with Pinterest's stock rising by 2.59% following the speculation [7] - The acquisition is seen as a strategic move to leverage Pinterest's image database and advertising infrastructure, which could complement OpenAI's existing tools [7] - Pinterest's current stock price is around $25, with a market capitalization of approximately $17.5 billion [7]