据美国消费者新闻与商业频道（CNBC）报道，当地时间1月2日，美国电动汽车制造商特斯拉公司公布 的数据显示，该公司2025年全年电动汽车销量首次被中国汽车制造商比亚迪超越，比亚迪已成为全球最 大的电动汽车销售商。 彭博社指出，市场观察人士认为，比亚迪比其他汽车品牌更能应对竞争挑战。分析师估计，比亚迪2026 年总销量有望增长至530万辆。德意志银行分析师预计，该公司将推出新产品，并推出技术平台，进一 步提升公司的竞争力。这可能使比亚迪扩大对特斯拉的领先优势。 本文系观察者网独家稿件，未经授权，不得转载。 特斯拉数据显示，该公司2025年全球交付汽车163.6万辆，同比下降约8.6%，这也是特斯拉连续第二年 交付量下滑。1月1日，比亚迪公布的数据显示，该公司2025年交付了460万辆汽车，较2024年增长 7.7%。其中，电动汽车销量增长28%，达225万辆。 报道提到，2011年10月，马斯克在接受彭博电视台采访时，提到比亚迪曾嘲讽称"并不认为比亚迪是特 斯拉的竞争对手"，还表示"我觉得他们的产品算不上出色"。 ...

Market Performance - The MSCI Emerging Markets Index rose by 1.7% on the first trading day of 2026, marking the largest single-day gain since October of the previous year and reaching its highest closing level since February 2021 [1] - The Hang Seng Index increased by 2.76%, while the Hang Seng Tech Index surged by 4.00% [2] - The Nasdaq Index experienced a slight decline of 0.03%, influenced by major tech companies like Tesla [2] Commodity Market - Precious metals rebounded after a significant drop on the last trading day of the previous year, with silver futures rising over 5% before retracting some gains [2] - Industrial metal aluminum closed above $3,000 per ton for the first time since May 2022 [2] Company Updates - Tesla reported Q4 2025 delivery figures of 418,227 vehicles, falling short of expectations and losing its title as the global leader in electric vehicle sales to BYD, which sold 2.2567 million electric vehicles in 2025, a 27.86% increase from 2024 [4] - Bridgewater's flagship Pure Alpha II macro fund achieved a record annual return of 34% in 2025, marking its best performance in decades [4] - Warren Buffett expressed high confidence in Berkshire Hathaway's future, stating it has a greater chance of existing in 100 years than any other company [5] - Samsung Electronics' co-CEO emphasized the competitive edge of their HBM4 technology, leading to a 7.39% increase in the company's stock price [5]

来源：新华社 据新华社，美国电动汽车制造商特斯拉公司2日公布的数据显示，该公司2025年全球交付汽车163.6万 辆，同比下降约8.6%。这是特斯拉有史以来首次在全年电动汽车销量上被中国汽车制造商比亚迪超 越。 原标题：《特斯拉电动车年销量首次被比亚迪超越》 责编：阚枫 编辑：闫嘉欣 ...

报道提到，2011年10月，马斯克在接受彭博电视台采访时，提到比亚迪曾嘲讽称"并不认为比亚迪是特 斯拉的竞争对手"，还表示"我觉得他们的产品算不上出色"。 据美国消费者新闻与商业频道（CNBC）报道，当地时间1月2日，美国电动汽车制造商特斯拉公司公布 的数据显示，该公司2025年全年电动汽车销量首次被中国汽车制造商比亚迪超越，比亚迪已成为全球最 大的电动汽车销售商。 彭博社指出，市场观察人士认为，比亚迪比其他汽车品牌更能应对竞争挑战。分析师估计，比亚迪2026 年总销量有望增长至530万辆。德意志银行分析师预计，该公司将推出新产品，并推出技术平台，进一 步提升公司的竞争力。这可能使比亚迪扩大对特斯拉的领先优势。 特斯拉数据显示，该公司2025年全球交付汽车163.6万辆，同比下降约8.6%，这也是特斯拉连续第二年 交付量下滑。1月1日，比亚迪公布的数据显示，该公司2025年交付了460万辆汽车，较2024年增长 7.7%。其中，电动汽车销量增长28%，达225万辆。 本文系观察者网独家稿件，未经授权，不得转载。 ...

Market - On January 3, US stocks closed mixed, with the Dow Jones and S&P 500 rising due to AI-related stocks, while the Nasdaq slightly declined. Nvidia, AMD, and Micron contributed to the gains, with Micron's stock rising approximately 10% to a record high. However, Tesla's stock fell over 2% due to poor delivery numbers [1][2] - The Nasdaq Golden Dragon China Index rose 4.38% on January 3, with notable gains in Chinese stocks such as Alibaba (up 6.24%) and Baidu (up 15.03%). However, UMC saw a decline of 0.51% [3] - Oil prices slightly decreased after recording the largest annual decline since 2020, with Brent and WTI crude oil both dropping by 10 cents. Analysts expect OPEC+ to maintain production cuts in the first quarter of 2026 [4] - European stocks reached record highs at the start of 2026, with the Stoxx Europe 600 index rising 0.7% and the UK FTSE 100 index surpassing 10,000 points for the first time [5] Company - BYD surpassed Tesla to become the world's largest electric vehicle seller in 2025, with a 28% year-on-year increase in pure electric vehicle sales to 2.26 million units. Tesla's deliveries fell by approximately 8% to 1.64 million units, marking a second consecutive year of decline [10][12] - Micron Technology's stock surged over 10% to a record high, driven by strong demand for AI, leading to significant improvements in profitability. The company is accelerating its domestic wafer fabrication plans to capitalize on market opportunities [11] - AQR Capital Management's multi-strategy product Apex achieved a return of 19.6% in 2025, while its market-neutral Adaptive Equities Strategy realized a 24.4% return. The firm's assets grew to $189 billion, with a record increase of $75 billion [15] - Berkshire Hathaway entered the post-Buffett era as Warren Buffett handed over leadership to Greg Abel. The company's stock performance has lagged behind the S&P 500, raising concerns among investors [23] - Saks Global's CEO is expected to step down as the company prepares to file for bankruptcy, following difficulties in meeting debt obligations from its merger with Neiman Marcus [18]

*美股三大股指涨跌互现 *芯片股领涨，美光科技飙高10.5%，英伟达涨1.3% 2日，美股涨跌不一。截至收盘，道指涨319.10点，涨幅0.66%，报48382.39点；纳指跌6.36点，跌幅 0.03%，报23235.63点；标普500指数涨12.97点，涨幅0.19%，报6858.47点，打破了过去三年标普500指 数在新年首个交易日均以下跌收盘的惯例。 作为2026年的首个交易日，美股整体交投相对清淡，盘中走势较为平稳，科技板块仍带动市场波动的主 要力量。不过，整体波动幅度有限，为因节假日而缩短的本周交易画上句号。周四（元旦）美股休市。 芯片股走势强劲，英伟达收高1.26% 日内龙头科技股以下跌为主，拖累纳指微幅收跌。奈飞收跌2.95%，微软跌2.21%，亚马逊跌1.87%， Meta跌1.47%，苹果跌0.31%，谷歌母公司Alphabet收高0.69%。 *中国资产一飞冲天，百度大涨15%，纳斯达克中国金龙指数飙高4.4% 新年首个交易日 有市场分析指出，受到消费者对马斯克政治立场不满情绪升温、美国电动汽车购车税收优惠到期以及海 外市场竞争加剧等多重因素影响，特斯拉在2025年失去全球最畅销电动汽车 ...

北京时间周五晚间，全球市值最高车企特斯拉公布2025年第四季度运营数据。毫无意外，特斯拉以巨大劣势丢掉"全球电车年度销量第一"王座。 根据特斯拉官网挂出的数据，去年最后3个月共交付418,227辆新车、生产434,358辆；全年交付1,636,129辆，生产1,654,667辆。最终数据不仅低于大多数分析 师预期，也低于本周初公司自己制作的"市场共识预期"。 | | Production | Deliveries | | --- | --- | --- | | Model 3/Y | 1,600,767 | 1,585,279 | | Other Models | 53,900 | 50,850 | | Total | 1,654,667 | 1,636,129 | | | Production | Deliveries | ટા | | --- | --- | --- | --- | | Model 3/Y | 422,652 | 406,585 | | | Other Models | 11,706 | 11,642 | | | Total | 434,358 | 418,227 | | 与自身对比，特斯 ...

【纠错】 【责任编辑:马俊卿】 新华社旧金山1月2日电（记者吴晓凌）美国电动汽车制造商特斯拉公司2日公布的数据显示，该公司 2025年全球交付汽车163.6万辆，同比下降约8.6%。这是特斯拉有史以来首次在全年电动汽车销量上被 中国汽车制造商比亚迪超越。 ...

Core Insights - BYD has surpassed Tesla Inc as the world's leading electric vehicle seller, marking a significant shift in the EV market dynamics [1] - Tesla's Q4 deliveries fell by 16% year-on-year, totaling 418,227 units, indicating potential challenges for the company [1] Company Performance - Tesla's Q4 deliveries decreased from the previous year, highlighting a decline in sales performance [1] - BYD's rise to the top position reflects its growing market share and competitive advantage in the EV sector [1] Industry Trends - The electric vehicle market is experiencing a competitive shift, with BYD emerging as a formidable player against established companies like Tesla [1] - The decline in Tesla's deliveries may signal changing consumer preferences or increased competition within the EV market [1]

格隆汇1月2日｜据多家外媒最新消息，中国比亚迪已超越特斯拉，登顶全球电动汽车销量榜首。比亚迪 1月1日宣布，2025年其纯电动汽车销量达到226万辆，较2024年增长近28%。与此同时，特斯拉1月2日 披露，其销量已连续第二年下滑，全年交付量下降8.6%，降至约160万辆，创下该公司历史上最大年度 跌幅，已失去了全球电动车销量冠军的地位。值得关注的是，比亚迪迄今尚未登陆美国市场，而中国却 是特斯拉的全球第二大市场，在此背景下，比亚迪仍实现了对特斯拉的销量反超。 ...