Tesla(US:TSLA) 雪球·2026-01-25 05:55Group 1 - The article discusses the recent focus on the Davos Forum and highlights various geopolitical events, including tensions between the U.S. and Canada regarding trade agreements with China [2][6][7] - Canadian Prime Minister Carney has called for citizens to "buy local" in response to external threats, emphasizing self-reliance and support for Canadian products [7] - The Netherlands' largest pension fund, ABP, has significantly reduced its holdings in U.S. Treasury bonds by nearly 40% over a six-month period, while increasing its holdings in German bonds [7] Group 2 - The article reports on the potential new chair of the Federal Reserve, Rick Rieder from BlackRock, who has overtaken Kevin Walsh in the nomination race, with a probability of 55% for Rieder [9][12] - President Trump has indicated he has a preferred candidate for the Federal Reserve chair position but has not disclosed further details, with the announcement expected soon [11][12] - Rieder's lack of prior experience at the Federal Reserve is seen as an advantage, as he is perceived to be less constrained by the institution's internal dynamics [16] Group 3 - Elon Musk announced at the Davos Forum that the Optimus robot will be commercially available by the end of 2027, with a projected price of $20,000 [17][18] - Musk predicts that the number of humanoid robots will exceed the human population by 2040, with plans for significant production increases leading up to that date [18][20] - The production strategy for Optimus includes completing complex tasks in Tesla factories by the end of 2026, with an initial production target of 50,000 units in 2026 and scaling up to 1 million by 2030 [18][20]