Financial Overview - Tesla's Q4 2025 total revenue is expected to be $24.49 billion, with automotive revenue at $17.29 billion, energy revenue at $3.83 billion, and services and other revenue at $3.38 billion[3] - The projected gross margin is 17.0%, with automotive Non-GAAP gross margin at 14.3% and energy gross margin at 29.1%[3] - Operating profit is anticipated to be $1.05 billion, resulting in an operating margin of 4.3%[3] - Net profit attributable to shareholders is expected to be $1.05 billion, with earnings per share (EPS) at $0.30 and Non-GAAP EPS at $0.44[3] Production and Delivery Expectations - Q4 2025 vehicle deliveries are projected at 418,000 units, with Model 3/Y accounting for 407,000 units and other models for 12,000 units, falling short of market expectations[3] - Energy deployment is expected to reach 14.2 GWh, exceeding market expectations and marking a quarterly record[3] - Total vehicle deliveries for 2025 are forecasted at 1.636 million units, with production capacity at 1.655 million units and energy deployment at 46.7 GWh[3] 2026 Projections - For 2026, vehicle deliveries are expected to be 1.723 million units, with energy deployment at 65.1 GWh[4] - Total revenue for 2026 is projected to be $104.1 billion, with net profit attributable to shareholders at $5.2 billion and Non-GAAP EPS at $2.03[4] - Capital expenditures are expected to be $10.9 billion, with free cash flow projected at $2.9 billion[4]

Core Viewpoint - The company, Cao Cao Travel (02643.HK), has announced a placement agreement to issue up to 12 million shares at a price of HKD 32.46 per share, aiming to raise approximately HKD 389.5 million for strategic business development [1] Group 1: Placement Details - The placement involves selling shares equivalent to about 2.11% of the company's total issued shares as of the announcement date [1] - The net proceeds from the placement are expected to be approximately HKD 383 million [1] Group 2: Use of Proceeds - Approximately 67.7% of the net proceeds will be allocated to the development of the company's domestic and international Robotaxi business, focusing on vehicle procurement, operational system construction, and technology research and development [1] - About 22.3% of the net proceeds will be used to expand the company's enterprise services, including operational investments, platform technology upgrades, and further development of corporate travel services [1] - Approximately 10% of the net proceeds will be designated for working capital and other general corporate purposes [1]

RT Tesla Owners Silicon Valley (@teslaownersSV)CYBERCAB: THE FUTURE OF ROBOTAXIS IS HERE – ELON MUSK ON TESLA’S GAME-CHANGING AUTONOMOUS VEHICLECybercab isn’t just a cool concept—it’s Tesla’s fully autonomous, two-seater robotaxi designed to slash transportation costs, eliminate human drivers, and deliver the safest, most efficient ride-hailing system ever built.Unveiled in October 2024, production is ramping toward 2026–2027, and it represents the biggest step yet toward a world where you summon a driverle ...

CYBERCAB: THE FUTURE OF ROBOTAXIS IS HERE – ELON MUSK ON TESLA’S GAME-CHANGING AUTONOMOUS VEHICLECybercab isn’t just a cool concept—it’s Tesla’s fully autonomous, two-seater robotaxi designed to slash transportation costs, eliminate human drivers, and deliver the safest, most efficient ride-hailing system ever built.Unveiled in October 2024, production is ramping toward 2026–2027, and it represents the biggest step yet toward a world where you summon a driverless car cheaper than owning one.“Cybercab will b ...

大家好我是大魚 你能想像嗎？ 剛出廠的 2026年Model Y Performance 手套箱後的 車腦標籤 赫然寫著「AP4.5%」 這說明Tesla 正悄無聲息地 把Autopilot電腦 從HW4升級 到HW4.5% 三顆SoC加持 計算力直接 暴增約50% 專為FSD更複雜的 場景備足火力 這不是謠言 多位Fremont 新車主實拍確認 而且零件目錄 早有2300美元 的Hardware 4.5% 條目 現在 它正低調的 在美國本土 率先登場 FSD穩定性 和極限表現 將獲得明顯躍升 大家不要錯過 今天的精彩內容 OK let‘s go 第一部分 HW4.5% 來襲 根據多位車主 在 X 平台和 Reddit 的分享 他們提到了 剛交付的Fremont 工廠生產的Model Y 車腦標籤上 清清楚楚寫著 “AP4.5%” 這不是空穴來風 Tesla 的 零件目錄裡早就 出現 CAR COMPUTER - HARDWARE 4.5% 的條目 價格定在 2300 USD 簡單說 這是Tesla 對 Autopilot電腦的 迭代升級 主要針對 FSD的計算需求 為啥說這是升級？ HW4是雙 SoC 設計 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Views - The automotive sector is awaiting a turning point in passenger vehicle sales, with RoboX company making steady progress [5][7] - The tools sector is seeing significant developments, including the establishment of the QuanFeng Vietnam park and exciting new products showcased at CES [6][27] Automotive Sector Summary - The Hang Seng Automotive Theme Index increased by 2.2%, outperforming the Hang Seng Index (-0.4%) and the Hang Seng Technology Index (-0.4%) [5][13] - In December 2025, the passenger vehicle market reached a new high with retail sales of 2,374.5 million units, including 1,280.9 million units of new energy vehicles, marking a 17.6% year-on-year growth [14] - January 2026 passenger vehicle sales are expected to see a slight year-on-year increase, with an estimated total market retail of around 1.8 million units [15] - New vehicle launches have been relatively quiet, with the Geely Galaxy V900 being the only notable release [19][20] - RoboX plans to deploy 100,000 fully customized Robotaxis globally by 2030, enhancing commercial operations [22] Tools Sector Summary - The establishment of the QuanFeng (Vietnam) New Energy Intelligent Manufacturing Base marks a significant step in global strategic layout [39] - At CES 2026, several innovative home robot products were showcased, including the G-Rover by Stone Technology, which features a dual-wheel leg architecture [40] - Milwaukee Tools opened a flagship experience center in the UK, enhancing strategic value and user engagement [53]

本周南向资金合计成交净流入235.23亿港元。 | | | 本周港股通成交活跃股净买入排行 | | | | --- | --- | --- | --- | --- | | 代码 | 简称 | 南向资金成交净买 本周涨跌 | | 息市值 | | | | 入 (亿港元) | 幅 (%) | (亿港元) | | 1810.HK | 小米集团-W | 22.07 | -2.32 | 9440.29 | | 9992.HK | 泡泡玛特 | 15.49 | 22.96 | 2946.03 | | 2628.HK | 中国人寿 | 14.51 | -1.25 | 12965.84 | | 9988.HK | 阿龍巴巴-W | 13.33 | 1.38 | 32182.26 | | 1024.HK | 快手-W | 12.13 | 3.70 | 3545.32 | | 0883.HK | 中国海洋石油 | 8.97 | 2.94 | 11041.71 | | 1347.HK | 华虹半导体 | 6.01 | 2.81 | 2095.67 | | 3690.HK | 美团-W | 4.82 | -2.45 | 5961.93 ...

消息面上，1月22日，在吉利控股集团战略解析会上，曹操出行宣布，计划到2030年累计投放10万辆完 全定制Robotaxi，在全球范围开启全面商业化运营。作为吉利控股集团Robotaxi最重要的商业化载体， 曹操出行具备Robotaxi发展所需的全部关键要素，形成了独特的"智能定制车+智能驾驶技术+智能运 营"三位一体发展模式。 目前，曹操出行第二代Robotaxi已开展试点运营。公司正持续提升大规模车队的自动化运营能力，将推 出曹操智行RAS远程安全服务平台，并全面应用智能化资产管理系统，进一步将运营优势与智能座舱、 智能驾驶技术深度融合。在Robotaxi2.0阶段，公司将逐步实现从主驾安全员到无人化运营的平稳过渡， 并探索有人驾驶与无人驾驶混合运营模式。 曹操出行(02643)盘中涨超6%，截至发稿，涨3.97%，报34.6港元，成交额6159.19万港元。 ...

Tempus AI Trade - Ark Invest acquired a total of 13,532 shares of Tempus AI through the ARK Genomic Revolution ETF and ARK Innovation ETF, following a revenue surge of 83% year-over-year for 2025, driven by a 111% increase in diagnostics revenue [2] - The shares closed at $68.36, resulting in an investment of approximately $925,047, with an additional purchase of $5.85 million worth of shares made the previous day [3] WeRide Trade - Ark Invest purchased 166,029 shares of WeRide through the ARK Autonomous Technology & Robotics ETF, as WeRide expanded its global fleet to over 1,000 robotaxis [4] - The shares were acquired at a closing price of $9.05, totaling an investment of approximately $1.5 million [4] Roku Trade - Ark Invest sold 14,885 shares of Roku through the ARK Next Generation Internet ETF at a closing price of $107.23, amounting to approximately $1.6 million [5] - This sale occurred amid mixed analyst forecasts, with Jefferies upgrading Roku to Buy and raising its price target from $100 to $135, indicating an improved outlook for the company [5] Other Key Trades - Ark Invest sold 161,683 shares of Beam Therapeutics Inc. across ARKG and ARKK, 32,227 shares of Unity Software Inc. through ARKW, and 29,533 shares of GitLab Inc. through ARKW [7] - Additionally, the company bought 7,175 shares of Kodiak AI Inc. through ARKQ [7]

Tesla's (TSLA) CEO Elon Musk on Tuesday sought to manage investor expectations around two of the company's most anticipated future products, warning that early production of the Cybercab robotaxi and Optimus humanoid robot will be significantly slower than many anticipate. "The speed of the production ramp is inversely proportionate to how many new parts and steps there are," Musk wrote on X (formerly Twitter). He emphasized that for Cybercab and Optimus, “almost everything is new,” so the early productio ...