特斯拉跌落电车销冠王座 三星释放HBM4利好

Market Performance - The MSCI Emerging Markets Index rose by 1.7% on the first trading day of 2026, marking the largest single-day gain since October of the previous year and reaching its highest closing level since February 2021 [1] - The Hang Seng Index increased by 2.76%, while the Hang Seng Tech Index surged by 4.00% [2] - The Nasdaq Index experienced a slight decline of 0.03%, influenced by major tech companies like Tesla [2] Commodity Market - Precious metals rebounded after a significant drop on the last trading day of the previous year, with silver futures rising over 5% before retracting some gains [2] - Industrial metal aluminum closed above $3,000 per ton for the first time since May 2022 [2] Company Updates - Tesla reported Q4 2025 delivery figures of 418,227 vehicles, falling short of expectations and losing its title as the global leader in electric vehicle sales to BYD, which sold 2.2567 million electric vehicles in 2025, a 27.86% increase from 2024 [4] - Bridgewater's flagship Pure Alpha II macro fund achieved a record annual return of 34% in 2025, marking its best performance in decades [4] - Warren Buffett expressed high confidence in Berkshire Hathaway's future, stating it has a greater chance of existing in 100 years than any other company [5] - Samsung Electronics' co-CEO emphasized the competitive edge of their HBM4 technology, leading to a 7.39% increase in the company's stock price [5]