Core Insights - Tesla is expected to announce its Q4 sales numbers in late January 2026, with delivery and production figures likely released before earnings on January 28 [1] - Wall Street analysts have low expectations for Tesla's Q4 sales, anticipating deliveries around 450,000 to 455,000 vehicles, a decline from the previous quarter's record deliveries of approximately 500,000 [2][3] Sales Expectations - Tesla's November sales data showed a significant year-over-year decline of 23%, with approximately 40,000 vehicles sold [2] - Betting markets suggest a more conservative estimate for Q4 sales, predicting numbers between 400,000 and 425,000 vehicles [3] Factors Influencing Sales - The slowdown in EV demand, brand weakness linked to Elon Musk's involvement with "DOGE," weak consumer sentiment, macroeconomic pressures, and increased competition from Chinese EV manufacturers like BYD and Nio are contributing to the expected decline in sales [4] - The "pull forward" effect of the EV tax credit has also impacted demand, as many customers made purchases in Q3 to take advantage of the $7,500 tax credit before it expired [4] Brand Recovery and Market Performance - Data from HundredX indicates that Tesla's brand value and net purchase intent have recovered after a slump in early 2025 [7] - Recent sales data from China shows that the refreshed Model Y has become the top-selling vehicle, and the premium Model Y L is gaining traction in the premium segment, accounting for 27% of total Model Y sales despite a 28% price premium [8][10] Investor Sentiment and Price Action - Despite lower sales expectations, Tesla shares have reached an all-time closing high, suggesting that the market has already priced in the anticipated sales slowdown [12] - Investor sentiment appears bullish, particularly with the news of the first Tesla robotaxi spotted in Austin, Texas, indicating confidence in Tesla's long-term growth narrative [12] Conclusion - With lowered expectations for Q4 sales, the focus shifts to how investors interpret future growth, supported by improving brand metrics and renewed strength in China [14]

What started off as a particularly rough year for Tesla investors is turning into quite the celebration.Following a 36% plunge in the first quarter, the stock's worst period since 2022, Tesla shares have rallied all the way back, reaching an all-time high of $489.48. That tops its prior intraday record of $488.54 reached almost exactly a year ago. The stock got a spark this week after CEO Elon Musk, the world's richest person, said Tesla has been testing driverless vehicles in Austin, Texas with no occupant ...

Tesla (TSLA) shares have risen by 18% in the last month and are presently priced at $475. While Tesla’s core automotive business is facing headwinds, amid mounting competition and a broader slowdown in EV demand, investors appear optimistic about the company’s AI related developments. The company recently provided an update on its Robotaxi program, noting that roughly six months after launching a limited service in Austin, Texas that relied on human safety drivers, it has begun testing vehicles without safe ...

The Kobeissi Letter has shared that Tesla Inc. (NASDAQ:TSLA) could further bolster its presence as the largest automaker in the world.Tesla Hit Highest Valuation Since April's LowIn a post on the social media platform X on Monday, the Kobeissi Letter shared that Tesla had added over $850 billion in value since April 2025. "Innovation is winning," it said in the post. "This makes Tesla $1.5 trillion company," the Kobeissi letter said. It also added that “Elon Musk has done it again.”According to Benzinga Pro ...

英伟达周一发布了最新的"Nemotron"系列开源人工智能模型，旨在为各行业开发者提供透明、高效的智能体AI (agentic AI)开发能力。 Nemotron 3模型系列包含Nano、Super和Ultra三版本，核心亮点是引入了混合潜在专家混合（MoE）架构。 美股周一小幅收低，其中科技权重股集中的纳指跌幅相对更大。市场焦点仍聚集在持续发酵的AI概念股抛售潮上。科技巨头如博通和甲骨文等，延续了 上周颓势，拖累整个科技板块和美股大盘。值得注意的是，博通已经连续第三个交易日下跌，创下了自2020年以来的最差三日表现。 截至收盘，标普500指数下跌0.16%；道指微跌0.09%；纳指则下跌0.59%。 已上线的Nemotron 3 Nano效率更高、成本更低，特别适用于多步骤长任务，并在同规模模型评测中排名领先。黄仁勋表示，此举是将先进AI转变为开放 平台。 黄仁勋表示： "开放式创新是人工智能进步的基础。通过Nemotron，我们正在把先进AI转变为一个开放平台，为开发者提供在大规模构建智能体系统时所必需的透明性 和效率。" 受此消息推动，英伟达周一开盘上涨近1.7%，收于177.97美元。此举巩固了英伟达 ...

Core Insights - Susquehanna initiated coverage of Fabrinet (FN) with a Positive rating and a price target of $550, highlighting its benefits from the transceiver market in data centers and opportunities in optical networking and AI server contract manufacturing [1] - Evercore ISI initiated coverage of Rockwell Automation (ROK) with an In Line rating and a price target of $440, emphasizing the multi-industrials' leverage to strong underlying cycles and expected market outperformance in 2026 [1] - Macquarie initiated coverage of Pony AI (PONY) with an Outperform rating and a price target of $29, noting its leadership in robotaxi commercialization in China [1] - Goldman Sachs initiated coverage of SiTime (SITM) with a Buy rating and a price target of $420, recognizing it as a leading provider of silicon-based precision timing solutions [1] Company Summaries - **Fabrinet (FN)**: Positive rating with a $550 price target; benefits from data center transceivers and optical networking opportunities [1] - **Rockwell Automation (ROK)**: In Line rating with a $440 price target; multi-industrials expected to outperform in 2026 [1] - **Pony AI (PONY)**: Outperform rating with a $29 price target; forefront of robotaxi commercialization in China [1] - **SiTime (SITM)**: Buy rating with a $420 price target; leading provider of silicon-based precision timing solutions [1] - **Macom (MTSI)**: Neutral rating initiated [1] - **Honeywell (HON)** and **GE Vernova (GEV)**: Outperform ratings initiated [1] - **RealReal (REAL)**: Outperform rating initiated; resale market viewed as a significant emerging trend in retail [1]

大家好我是大鱼 在奥斯汀的街头 第一辆“无人” Model Y 真的开上路了 没有司机 没有安全员 只有FSD在 操控方向盘 这不只是 一次测试 而是一场产业 天秤的倾斜时刻 Waymo 领先的优势 正在被Tesla的 成本速度反超 究竟谁会 率先让Robotaxi 成为现实？ 大家不要错过 今天的精彩内容 OK let's go 第一部分 无人Robotaxi 上街了？ 特斯拉在 Austin街头 有大动作！ 一辆Model Y 里头空荡荡的 没有驾驶 没有安全员 就靠FSD 无监督驾驶滑行 这画面 太科幻了吧？ 但我们也不能 只看表面 下面就来聊聊 背后的 硬仗和隐忧 先来扒扒 事实层面 Robotaxi Tracker 数据显示 特斯拉在Austin 有31辆活跃车 湾区125辆 总舰队达到 了156辆 成长曲线很稳 每小时 可用率93% 总里程已经 突破55万英 里马斯克 刚刚 也在X上亲口确认 Robotaxi的 测试已经上路 重要的是车内无人 纯FSD扛大梁 Electrek报导 这是从6月 Austin商业服务 启动后的 重大转折 当时还有 安全员在 前座盯着 现在呢？ Musk预测 三周内 将 ...

Just sayingSawyer Merritt (@SawyerMerritt):BREAKING: Tesla Model Y Robotaxi with literally no one in the car spotted driving itself on public roads in Austin, Texas!A new age has begun 🤖 https://t.co/BtqN7QfDe7 ...

And so it begins!Sawyer Merritt (@SawyerMerritt):BREAKING: Tesla Model Y Robotaxi with literally no one in the car spotted driving itself on public roads in Austin, Texas!A new age has begun 🤖 https://t.co/BtqN7QfDe7 ...

摘要 AIDC储能与Robotaxi：下一轮高溢价电池市场，轮得到谁来做主？ 如果把 "AI 时代的新基建 " 拆开来看，最硬的那几块其实很朴素：电力、能源、芯片、冷却系统 等等一切围绕算力运转的基础设施。 短期内，以 所谓 "MAG7"为代表的 美国 AI 企业，无论在资本、技术还是场景主导权上，都握着 难以撼动的优势。 围绕这些企业展开的电力与储能投资，也将代替传统的能源转型叙事，在深水区重塑全球电池产业 的增量格局。 最近，两条看似普通的业务新闻，在这个背景下显得意味深长： LG 能源解决方案将全球储能电池产能目标从 30GWh 上调至 50GWh ，其中约八成都计划在北 美生产和销售； BNEF 最新的储能展望则把 2026 年新增装机规模上调至约 123GW 、 360GWh ，对应的是在 2024 、 2025 基础上的持续两年 30% 以上增速。 中国和美国被明确写为到 2035 年前全球最大的两个储能市场。 从电力系统视角看，高盛的能源团队在 10 月更新的报告中预估，到 2030 年数据中心用电可能 比 2023 年增长约 175% ，其中 AI 负载是主要推手，迫使电力系统在七到十年的建设 ...