Youtube·2026-01-29 16:34分组1 - Major tech companies like Meta, Microsoft, and Tesla reported earnings with significant spending, impacting stock reactions differently [4][5][11] - Meta's spending plans exceeded expectations, with a projected expenditure of over $100 billion by fiscal 2026, and a reported spending of $72 billion in the last year, nearly doubling from 2025 [11][12] - Microsoft faced a negative stock reaction despite beating earnings expectations, attributed to concerns over spending and slower cloud growth, with a backlog of over $600 billion in performance obligations [6][8][10] 分组2 - Tesla's capital expenditures are projected to increase from $8 billion in 2024 to over $20 billion in 2025, reflecting a shift towards becoming a transportation services company rather than just a car manufacturer [18][19] - Tesla reported 1.1 million paying Full Self-Driving (FSD) subscribers and is focusing on expanding its FSD capabilities and the potential for a robo-taxi network [20][21] - The company is also transitioning to produce the Optimus robot, aiming for a production capacity of 1 million units per year by the end of 2026 [22][23] 分组3 - Southwest Airlines issued a strong forecast for 2026, projecting earnings to be 300% greater than in 2025, driven by new initiatives like assigned seating and baggage fees [46][48] - The airline reported strong demand and operational improvements, including a successful transition to assigned seating, which addressed customer concerns about the previous open seating policy [56][58] - Despite challenges from winter storms, Southwest Airlines maintained the lowest cancellation rate among larger carriers, indicating effective operational management [61]