英国品牌估值机构品牌金融（Brand Finance）的报告显示，特斯拉的品牌价值在2025年缩水了154亿美 元，跌幅约为36%，并且是连续第三年下滑。 品牌金融估值总监Lorenzo Coruzzi指出，在"声誉、推荐度、信任度与酷炫度（coolness）"等关键指标 上，特斯拉过去一年显著下滑，尤以欧洲和加拿大市场最为明显。 品牌金融首席执行官戴维·黑格（David Haigh）解释道，特斯拉缺乏创新的车型、电动车产品价格相对 竞争对手偏高，这些因素削弱了其品牌价值。 黑格还提到，特斯拉CEO埃隆·马斯克不断"越界"介入地缘政治议题，以及对汽车业务关注度不足，也 进一步拖累品牌形象。 品牌金融是全球知名的独立第三方品牌估值与战略咨询机构，公司分析数千家公司的财务数据，包括收 入、授权协议、利润率等"硬指标"，并结合大规模消费者调查结果，综合评估品牌的货币价值。 品牌金融的《全球品牌价值500强榜单报告》定于每年瑞士达沃斯世界经济论坛期间发布，具有广泛的 国际影响力和权威性。 根据品牌金融的数据，特斯拉的品牌价值曾在2023年初创下662亿美元的峰值，2024年初则下滑至583亿 美元，2025年初进一度 ...

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Core Viewpoint - Tesla Inc is expected to shift its focus towards Full Self-Driving (FSD), robotaxis, and AI, rather than solely on electric vehicles, as it prepares to report its fourth-quarter financial results [1]. Group 1: Earnings Estimates - Analysts predict Tesla will report fourth-quarter revenue of $24.90 billion, a decrease from $25.71 billion in the same quarter last year [2]. - The expected earnings per share for the fourth quarter is 40 cents, down from 73 cents per share in the previous year [2]. - Tesla has beaten revenue estimates in two consecutive quarters and in four of the last ten quarters overall [2]. Group 2: Analyst Insights - Dan Ives from Wedbush emphasizes that the focus will be on Tesla's progress with robotaxis and demand stabilization, maintaining an Outperform rating with a price target of $600 [4]. - Ives believes that the AI growth from autonomous vehicles and robotics will be central to Tesla's future [4]. - Mark Delaney from Goldman Sachs maintains a Neutral rating with a price target of $420, highlighting the importance of FSD and robotaxis in scaling operations [6][7]. Group 3: Key Items to Watch - Shareholders are interested in whether they will receive priority access to the SpaceX IPO in 2025, which could influence Tesla's stock volatility [9][10]. - Tesla's fourth-quarter deliveries were reported at 418,227 units, reflecting a 16% year-over-year decline, leading to a focus on future growth items in the earnings report [12]. - Questions from shareholders are likely to center around FSD, robotaxis, and the Optimus Bot, indicating a shift in focus from delivery figures to future growth prospects [12]. Group 4: Stock Performance - Tesla's stock was down 0.99% to $430.91, with a 52-week trading range of $214.25 to $498.82, and has increased by 9% over the last year [13].

目前，业内公认的太空光伏实现路径，主要有三条技术路线，即砷化镓、异质结(HJT)和钙钛矿电池。 因高转换效率、出色的抗辐射能力和稳定性，砷化镓电池已成为卫星和空间站能源供应中的主流技术。 来源：智通财经 马斯克的"光伏上天"计划，给国内光伏行业带来一阵狂欢。 日前，马斯克在达沃斯论坛上宣布，SpaceX和特斯拉计划三年内在美国建设总计200 GW光伏产能，其 中相当部分用于太空卫星和数据中心供能。SpaceX目标每年部署约100GW的太阳能AI卫星，在争取在 2030年前实现首个100GW太空光伏里程碑。 太空光伏是指在卫星、空间站等太空环境中，安装太阳能电池板进行发电，其可为航天器自身供电，未 来也可能通过无线传输方式为地面提供电力。 与地面光伏相比，太空光伏的核心优势在于，它能摆脱昼夜交替、天气变化等影响，实现24小时持续发 电，其年发电小时数与能量密度较地面光伏分别能提升7-10倍。 开源证券指出，太空光伏与地面光伏的一大区别在于，太空光伏首要追求的，并非极致的成本控制，而 是供电的高度可靠性。太空环境中存在高能宇宙辐射、±150的剧烈温差循环以及高真空条件下散热困 难等极端挑战，这对光伏电池的转换效率 ...

Market Overview - The A-share market experienced a volume contraction with major indices closing in the green, indicating a stable performance of large-cap stocks. The trading volume decreased significantly compared to the previous trading day, with a total turnover of 2.92 trillion yuan, down by 359.2 billion yuan [1] - The Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index rose by 0.18%, 0.09%, and 0.71% respectively, while the North Star 50 Index fell by 0.05% [1] Sector Performance - The semiconductor, photovoltaic equipment, and precious metals sectors showed active performance, while the aquaculture and liquor sectors underwent adjustments. Notably, the semiconductor sector saw a net inflow of over 9.4 billion yuan, with significant contributions from automotive chips and 5G sectors [2] - The photovoltaic equipment sector rebounded strongly after a day of adjustment, rising by 2.79% on January 27, with several stocks achieving substantial gains [2][3] Investment Strategy - Analysts suggest that the market's driving logic is shifting towards performance verification, with a recommendation for a balanced asset allocation strategy. Investors are encouraged to focus on technology growth sectors like AI and high-end manufacturing while also considering cyclical, resource, and certain consumer sectors for potential investment opportunities [5] - The upcoming earnings announcements are expected to influence market dynamics, with sectors showing sustainable performance likely to attract more capital. Historical data indicates that sectors with strong earnings growth during this period tend to achieve excess returns [4][5]

【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 风险提示：提及个股仅用于行业事件分析，不构成任何个股推荐或投资建议。指数等短期涨跌仅供 参考，不代表其未来表现，亦不构成对基金业绩的承诺或保证。观点可能随市场环境变化而调整，不构 成投资建议或承诺。提及基金风险收益特征各不相同，敬请投资者仔细阅读基金法律文件，充分了解产 品要素、风险等级及收益分配原则，选择与自身风险承受能力匹配的产品，谨慎投资。 每日经济新闻 （责任编辑：刘畅 ） 1月27日，军工ETF（512660）收涨超1.4%，昨日资金净流入近1亿元，基本面利好行业前景。 华福证券指出，投资端关注SpaceX产业链及国内火箭产业链。SpaceX方面，Starship今年目标完成 复用，V3卫星定档2027年，且SpaceX与特斯拉目标将太阳能产能提升至每年100GW，一旦Starship与V3 开始商业化部署，其速度只有超预期一种可能。国内方面，火箭 ...

王紫敬 ◎张玮华 记者 刘怡鹤 商业航天板块自2025年末启动一轮火爆行情并延续至今。日前，东吴证券研究所所长助理、计算机首席 分析师王紫敬在"上证首席讲坛"发表演讲并接受上海证券报记者专访时表示，商业航天将在2025年底到 2026年上半年迎来决定性拐点，并成为贯穿2026年全年的投资核心主线之一。建议优选龙头标的，在火 箭、卫星、SpaceX供应链等投资方向上实现平铺，把握市场分歧与波动机遇。 多因素支撑商业航天行情 王紫敬认为，支撑商业航天本轮强势行情的重要逻辑是，我国在大型可回收液体火箭领域发生了"从0到 1"的质变，同时产业具有足够宏大的未来叙事。 王紫敬认为，上述头部企业一旦登陆资本市场，将有助于提高整个商业航天板块标的的质量，并扩大其 容量，以弥补当前优质标的的稀缺性。SpaceX若登陆资本市场，可能成为有史以来市值最大的上市公 司之一。这些都将进一步提升资本市场对商业航天领域的关注度，并提振整个板块的估值中枢。 产业方面，今年最主要的看点在于我国一批新型号火箭的首飞，及其在可重复使用技术、卫星互联网组 网方面的突破。 "今年国内预计将有近十发新型号火箭首飞，我对此充满信心，相信创造行业历史的时 ...

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims on Behalf of Investors of AST SpaceMobile, In, Jan. 27, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of AST SpaceMobile, Inc. (“AST” or the “Company”) (NASDAQ: ASTS). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980. The investigation concerns whether AST and certain of its officers and/or directors have engaged in securities fraud or other unlawful business ...

当前，国内"算力上天"的发展步伐持续加快。太空算力的本质，是将数据中心和计算能力部署到太空轨 道，推动传统的"天感地算"模式向"天数天算"模式转型，直接在太空完成数据的运算处理。 AI产业迅速扩张，数据中心建设火热，产业核心瓶颈已经转向能源约束，而"算力上天"是打破这一瓶颈 的重要路径，正成为全球科技竞争的新焦点。 据国盛证券研报，晨昏轨道等特殊轨道可实现近乎全天候太阳能获取，且不受土地、环保及电网接入限 制，具备稳定可持续的能源供给能力；同时，太空环境下通过辐射方式散热，显著降低对水资源的依 赖。 "在太空算力方面，我国正处于从'天感地算'向'天数天算'过渡的关键阶段，已启动'三体计算星座''星算 计划'等项目，但整体仍处于技术验证与小规模组网阶段，天地协同算力网络、大规模在轨数据中心等 尚在布局中。"巨丰投顾高级投资顾问丁臻宇对《证券日报》记者表示。 向"天数天算"转型 "目前，我国已形成了'国家队主导、商业航天跟进、产学研深度绑定'的立体化攻坚模式，并在多维度 取得了令全球侧目的突破性进展。"中关村物联网产业联盟副秘书长袁帅对记者说。 国内相关行业公司也在积极对外披露太空算力领域的布局与进展。1月26日 ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. 4 Reasons Why Market Volatility Could Be Different This Time “The transformations we’re witnessing in the US economy are not minor tweaks; they are significant restructurings with potentially long-lasting consequences. We’ve seen substantial job losses in various sectors, and simultaneously, critical government institutions have faced significant budget cuts and personnel reductions.” (Morningstar ...