来源：环球网 【环球网科技综合报道】据路透社10月10日报道，近日，特斯拉董事会为其CEO埃隆·马斯克提供的天 价薪酬方案引发广泛关注。这份号称企业史上规模最大的高管薪酬方案，虽设定了看似高不可攀的"火 星任务级里程碑"，但深入分析却发现，马斯克即便未达成大部分目标，仍可能收获巨额财富。 不过，路透社认为，马斯克最难达成的或许是利润目标，这是没有解释空间的标准。董事会设定了八项 利润目标，要求公司息税折旧及摊销前利润(EBITDA)达到的目标介于500亿美元到4000亿美元，而特斯 拉2024年的利润仅为166亿美元。此外，特斯拉目前还面临电动汽车业务恶化、新车型失败的困境。不 过，马斯克的薪酬结构允许他在未达成利润目标时获得巨额薪酬，每个目标与市值增长结合都提供相同 股票薪酬。每项目标结合市值增长都能带来相同的1%股票报酬。举例而言，马斯克实现相对容易的汽 车销量和FSD软件订阅目标所获报酬，与将利润提升五倍至800亿美元所获报酬完全相同。（旺旺） 路透社报道称，董事会要求马斯克在机器人技术、自动驾驶、股票市值和利润等多方面"彻底改变特斯 拉和社会"，否则将"一无所获"。然而，路透社对绩效目标及多位专家的分 ...

Market Overview - US stock market experienced a decline after reaching intraday historical highs for the S&P 500 and Nasdaq indices on October 10, 2023 [3][5] - The Dow Jones Industrial Average closed down 243.36 points, a decrease of 0.52%, at 46,358.42 points; Nasdaq fell 18.75 points, down 0.08%, to 23,024.63 points; S&P 500 dropped 18.61 points, a decline of 0.28%, to 6,735.11 points [6] Federal Reserve Insights - Federal Reserve's third-in-command, John Williams, expressed support for further interest rate cuts within the year to address potential labor market slowdowns [8] - Williams noted that the US economy is not on the brink of recession and that inflation prospects have improved compared to earlier in the year [8] - Fed Governor Christopher Waller emphasized caution regarding further rate cuts, focusing on inflation risks while acknowledging vulnerabilities in the labor market [8] Tesla's Safety Investigation - Approximately 2.9 million Tesla vehicles equipped with the Full Self-Driving (FSD) system are under investigation by the National Highway Traffic Safety Administration (NHTSA) due to safety concerns [12] - Reports indicate that the FSD system has been linked to multiple incidents, including running red lights and causing collisions, with some resulting in injuries [12] Ferrari's Stock Performance - Ferrari's stock plummeted by 15%, marking its worst trading day since going public, following updates to its annual and 2030 revenue guidance [20][22] - The company slightly raised its 2023 revenue forecast to exceed €7.1 billion and adjusted its EBITDA expectations to €2.72 billion or more [22] - Analysts noted that Ferrari's long-term growth projections have been downgraded, with a compound annual growth rate of 6% expected by 2030, significantly lower than the previously suggested 10% [22]

Schiff believes silver is still undervalued at these levels and expects the rally to continue. He cites strong industrial demand from sectors like solar panels, electric vehicles, and semiconductors as a key driver. He also points to supply constraints and safe-haven buying amid economic uncertainty and monetary easing. Current market data shows COMEX silver futures trading at approximately $49.74 per ounce, up around 1.5% for the day, with a daily high near $49.96 and a low of about $47.85. Silver spot pr ...

中国商务部两份公告，瞬间引爆全球高科技和军工产业链。2025年9月，安永、麦肯锡、英国金融时报 等多家权威机构罕见发出相同警告：全球稀土资源流向将迎来历史性大洗牌，国际供应链或将经历"断 层级"冲击。半导体、人工智能、军工、电动汽车等行业的高管，正经历一场前所未有的心理"地震"。 全球高科技产业链的命门 稀土之争，远非单一的资源之争，更是产业链、技术链、价值链的多重对抗。稀土元素在全球范围内的 应用覆盖了电动汽车马达、风电发电机、高性能磁材、智能手机、精密制导武器、雷达系统等数十个关 键领域。表面上看，稀土原料在全球并非独一无二；但真正决定产业高地的，却是稀土分离、冶炼、深 加工，以及衍生技术的掌控权。 权威数据显示，2025年全球稀土产业链的技术壁垒已达历史新高。美国、日本、欧盟虽然自诩"技术储 备雄厚"，但在稀土分离、精炼和磁材制造等环节，仍然无法摆脱对中国的高度依赖。国际能源署 （IEA）和世界银行的最新分析指出，稀土产业的"卡脖子"环节，在全球供应链重构的进程中，地缘政 治风险大幅上升。美国一度高调宣布"突破稀土提纯技术"，可现实是多家企业试图商业化量产时，依然 面临成本高企、环境管控难题、产品一致性 ...

【导读】阿维塔科技回应火灾事件：排除动力电池、驱动电机、高压电控故障等导致起火 事关火灾，阿维塔最新回应！ 10月9日，阿维塔官方账号发布微博，对近期阿维塔06火灾事故作出说明。 阿维塔科技表示，2025年10月5日福建省宁德市霞浦县，一辆阿维塔06在停车场发生火灾。阿维塔团队第一时间抵达现场协助用户处理问题，支持有关部 门处理火情，并提供完整的车辆数据，配合消防部门开展火调工作。 根据当地相关部门的最新反馈：起火发生在副驾驶座椅位置，火灾发生时，电池包的电压、温度、气压均正常，排除动力电池、驱动电机、高压电控故障 等导致起火。可能导致起火的其他原因，相关部门正在进一步查验中。 阿维塔科技称："我们深知，每一位用户的信任都无比珍贵。阿维塔将自始至终全力协助车主妥善处理后续事宜，尽最大努力减少车主财产损失。感谢社 会各界的关注与理解。" 对此，多名网友纷纷表示，"车内还是不要放易燃易爆物品""给了我一个把车收拾下的理由""不说了，收拾车去了"。 | 。这么高的温度，就算是碳酸饮料瓶都可能炸，更别说那些劣质摆件了，车里真不 | | | | --- | --- | --- | | 能乱堆东西 | | | | 25- ...

Core Insights - Avita has officially joined the "Brand Strong Nation Project" as a high-end brand under the new central enterprise, marking a significant recognition of its brand strength at the national level [1][3] - The partnership with CCTV will enhance Avita's global brand influence by leveraging the media's integrated communication advantages [3] Group 1: Brand Recognition and Market Performance - Avita has achieved over 10,000 units in sales for seven consecutive months, demonstrating robust market performance and comprehensive market competitiveness [3] - The company has passed stringent selection criteria set by CCTV, showcasing its strategic layout and solid system capabilities [3] Group 2: Strategic Goals and Global Expansion - Under the guidance of "Avita Strategy 2.0," the company plans to launch a total of 17 new models by 2030 and expand into over 80 countries with more than 700 distribution channels [3] - Avita aims to accelerate its transition into a leading global luxury smart electric vehicle brand by enhancing its products, technology, services, and globalization efforts [3]

"打破旧规，重新制定规则！" 从澳大利亚的铁矿石到美国的大豆，再到固态电池的突破，所有的信号都表明一件事：中国正在掌握全球经济的主导权。无论是铁矿石、还是大豆，中国的 市场地位已经大幅提升，贸易谈判的主动权掌握在了我们手中。这些胜利背后，正是中国在锂电池技术等硬实力方面的突破。如果全球规则仍然按照老办法 来办事，中国会参与并遵循规则，但如果对方不遵守规则，那我们就会改变它，甚至重新制定新的规则。 与澳大利亚的铁矿石类似，美国的大豆，也开始不再是中国的首选。到目前为止，中国已经连续五个月没有购买美国的大豆了。从5月起，我们开始转向巴 西、阿根廷、俄罗斯、埃塞俄比亚和坦桑尼亚等国采购大豆，实施自由买卖。中国在这方面已经走了很长一段路，尤其是在减少美国大豆进口方面，巴西的 大豆成为了主要来源。 对于大豆这种非口粮作物，国际市场的本质是买方市场。中国是全球最大的大豆消费国，几乎所有其他依赖粮食出口的国家都会根据中国的需求调整自己的 种植结构。农业问题不仅关乎食物供给，还直接影响到农民的生计。在美国，农民们已经承受不住了，他们呼吁特朗普尽快与中国达成贸易协议，因为没有 人希望破产，而他们还有农机贷款需要偿还。特朗普的关 ...

特斯拉(TSLA.US)在推出"精简版"Model3与Model Y后，再度成为市场焦点。然而，这两款车型的售价 仍高于其曾向大众市场承诺的3万美元门槛。显然，电动汽车税收抵免政策的到期，已对车企形成更大 压力，促使其将提升产品性价比置于更重要的位置。 Deepwater Asset Management分析师Gene Munster对特斯拉的降价举措表示"赞赏"——此次Model Y价格 下调11%至4万美元，Model3价格则从3.9万美元降至3.7万美元。Munster认为，这一定价调整意味着， 华尔街所期待的特斯拉2026年16%交付量增长目标将更有可能实现。他指出："多数人原本预计特斯拉 会推出简配版Model Y，但实际推出的车型本质上与原版一致，仅在车身颜色和轮毂选择上有所限 制。" Camelthorn Investments顾问Shawn Campbell则表示，此次降价力度可能仍不足够。他在接受采访时 称："从长期来看，这一消息无法解决中国低成本竞争对手在全球市场带来的挑战。在我看来，特斯拉 需要推出一款售价低于3万美元的电动汽车。" Seeking Alpha投资团队负责人Daniel ...

Core Insights - Morgan Stanley's report highlights a divergence in the performance of the consumer sector within the S&P 500, with non-essential consumer goods up 5.06% and essential goods down 0.55% in the year-to-date [1] Group 1: Non-Essential Consumer Goods - Southwest Airlines (LUV.US) has seen a year-to-date decline of 3.7% and is rated "Underweight" by Morgan Stanley, with a Seeking Alpha quant rating of 2.91, due to overly aggressive Q4 earnings guidance and the highest valuation among analysts' coverage, projecting a P/E ratio of 13x by 2026 [1] - Rivian Automotive (RIVN.US) has experienced a slight year-to-date drop of 0.3% and is also rated "Underweight" with a quant score of 2.70, facing potential demand issues as federal EV tax credits expire in 2025 and changes in compliance penalties threaten its business model [2] - Krispy Kreme (DNUT.US) has seen a significant stock decline of 65.5%, rated "Underweight" with a quant score of 1.11, primarily due to a high-leverage balance sheet affecting U.S. business recovery and uncertainty in international asset restructuring [3] - Shake Shack (SHAK.US) has dropped 28.4% and is rated "Underweight" with a quant score of 2.86, as its high pricing strategy limits expansion potential, necessitating a balance between high ingredient costs and customer frequency [3] Group 2: Essential Consumer Goods - Brown-Forman (BF.B.US) has faced a year-to-date decline of 26.7% and is rated "Underweight" with a quant score of 1.78, as its core brand Jack Daniel's whiskey continues to lose market share amid structural pressures on global alcohol consumption, despite its stock trading at a 20% premium to peers [2] - Beyond Meat (BYND.US) has seen a drastic stock drop of 42%, rated "Underweight" with a quant score of 1.13, as its market share in plant-based meat continues to shrink, leading to ongoing losses and a deteriorating balance sheet [2]

撰文 / 杜 咏 芳 编辑 / 黄 大 路 设计 / 慕 衍 还记得特斯拉那个美好的"三步走"战略蓝图吗？ 第一步，造一辆昂贵的电动跑车（Roadster），证明电动可行；第二步，用这笔钱造一辆更便宜的车（Model S/X），扩大影响；第三步，用赚来的钱， 造一辆真正意义上的"平民电动汽车"，彻底改变世界。 多年来，特斯拉的车迷们都在等待第三步那辆终极神车的降临。 它被车迷们亲切地称为"Model 2"，一个传说中售价仅需2.5万美元，能让特斯拉进入寻常百姓家的革命性产品。 就在10月7日，它来了。但是，它并不是那辆万众期待的"Model 2"，甚至算不上是一辆新车，而是基于现有产品动的一次"减法手术"。 Model Y标准版与Model 3标准版同步登场，起售价分别为39990美元（约合 人民币 28.9万元）和36990美元（约合人民币26.8万元）。 美股开盘，特斯拉股价就像坐了过山车，最终收跌4.45%，市值蒸发约650亿美元（约合人民币4630亿元），反映出市场对这一产品策略的关注。 而这直白的市场信号，也让一个核心问题浮出水面：平价版特斯拉，究竟是特斯拉送给大众市场的诚意之作，还是其在增长焦虑与 ...