美光科技、特斯拉创历史新高 大型科技股涨跌不一，美光科技涨超4%创历史新高，安森美半导体涨超2%，特斯拉、英伟达涨超1%，谷歌、亚马逊、Meta小幅上涨；英特尔、奈飞跌 超1%，苹果、微软小幅下跌。 当地时间12月22日（周一），降息预期提振市场，美股三大指数集体收涨，标普500指数涨0.64%，抹去12月以来的跌幅，有望连续第八 个月上涨，势创2018年以来最长月度连涨纪录，纳指涨0.52%，道指涨0.47%。 美联储理事斯蒂芬·米兰（Stephen Miran）最新表示，除非美联储明年继续降低利率，否则美国将面临经济衰退的风险。米兰在接受采访时说道："如果我 们不下调政策立场，我认为确实会面临风险。"并补充称，他并不预期短期内会出现经济下行，但失业率上升应当促使美联储官员继续降息。 特斯拉收高1.56%。周一盘中，特斯拉股价一度上涨至498.83美元，创盘中历史新高。分析认为，特斯拉股价近期飙升的部分原因是该公司CEO马斯克取 得了一项重大的法律胜利。 特拉华州最高法院上周恢复了马斯克2018年的薪酬方案，该薪酬方案一度价值560亿美元。该法院表示，2024年驳回该薪酬方案的裁决并不恰当，对马斯 克来说是 ...

南方财经21世纪经济报道记者和佳、实习生倪缤缤曼谷报道 "当前，中国正推动高质量发展，着力发展新质生产力，聚焦生物科技、新能源、人工智能等重点领 域。而泰国持续推进的'工业4.0'战略，与中国发展战略高度契合，为两国在这些领域的合作奠定了基 础。"近日，中国泰国商会副会长兼秘书长、泰国驻中国大使馆前商务公使庄派吉(Phaichit Viboontanasarn)在曼谷接受21世纪经济报道记者专访时称。 今年适逢中泰建交50周年，泰国国王哇集拉隆功11月对中国进行了国事访问，这是两国建交以来泰国国 王首次访华，成为双边关系发展的里程碑。 多年来，中泰经贸合作持续深化，中国已连续12年成为泰国最大贸易伙伴。中方数据显示，今年上半 年，中泰双边贸易额达761亿美元，同比增长17%。中国作为泰国第二大出口市场，吸纳了泰国40%以 上的农产品出口。 许多中国企业深耕泰国市场，践行"在泰为泰"的本地化理念，其投资布局紧密对接泰国国家发展战略， 已在电动汽车、数字经济、绿色经济等重点领域取得显著合作成效。 展望未来，庄派吉指出，日前公布的"十五五"规划建议清晰指明了中国未来的发展路径，如扩大高水平 对外开放、全面深化改革， ...

Core Viewpoint - The recent political debates in Germany regarding Chinese electric vehicles reflect an anxiety that contrasts with the country's traditional values of precision, rationality, and openness [1] Group 1: Domestic Industry Patriotism - German Finance Minister Lindner expressed dissatisfaction with Deutsche Bahn's procurement of buses from BYD, advocating for a "healthy domestic industry patriotism" that favors local or European manufacturers [1] - The procurement order from Deutsche Bahn exceeds 3,000 vehicles, with BYD winning only about 200 units, which are produced in Hungary and thus qualify as "European manufacturing" [1] Group 2: Subsidy Policy Concerns - The German government's decision to reinstate electric vehicle purchase subsidies has raised concerns among Deloitte's automotive experts about the potential flow of subsidy funds to Chinese companies [2] - The anxiety surrounding subsidies reflects a zero-sum mentality, overlooking the interconnected nature of modern industrial chains [2] Group 3: Global Economic Integration - The sale of an electric vehicle does not solely result in capital outflow but stimulates local economic activities such as logistics, sales, after-sales services, and charging infrastructure [2] - Cutting off this economic chain could lead to higher transition costs for European consumers and a loss of competitive vitality for local companies [2] Group 4: Challenges in the Automotive Industry - The challenges faced by the German automotive industry stem from the transition from internal combustion engines to electric and digital technologies, rather than being a result of competition from other countries [3] - Political measures to protect outdated capacities may provide temporary comfort but can lead to a loss of vitality for the protected industries [3] Group 5: Future of the Automotive Industry - The future of the German automotive industry depends on its ability to embrace self-criticism and innovation rather than on excluding competitors [3] - The growth of the Chinese electric vehicle industry is not aimed at undermining European industry but is part of a global response to climate change [3] Group 6: Cooperation Potential - According to the International Energy Agency, there will be a global shortfall of 27 million electric vehicles by 2030, indicating strong complementarity between China and Germany in the electric vehicle sector [4] - Both countries can share the development dividends along the production and supply chain in a healthy atmosphere of open cooperation [4]

Core Viewpoint - Tesla's stock price reached a new all-time high, with a market capitalization exceeding $1.6 trillion, driven by optimistic predictions from Dan Ives regarding the company's future in the autonomous vehicle sector [1] Group 1: Stock Performance - Tesla's stock increased by nearly 2% on Monday, setting a new historical high [1] - The company's market value surpassed $1.6 trillion [1] Group 2: Analyst Predictions - Dan Ives, a prominent technology analyst, made five optimistic predictions for U.S. tech stocks and AI by 2026, maintaining a positive outlook on Tesla [1] - Ives believes Tesla will successfully launch robot taxis in over 30 cities by 2026 and begin mass production of autonomous taxis, referred to as Cybercabs [1] Group 3: Future Price Expectations - Under baseline expectations, Tesla's stock is projected to rise by 26% next year, while in a bullish scenario, the stock could increase by 68% [1]

Core Viewpoint - Tesla's stock price reached a new all-time high, with a market capitalization exceeding $1.6 trillion, driven by optimistic predictions from analyst Dan Ives regarding the company's future in the AI and tech sectors [1] Group 1: Stock Performance - Tesla's stock increased by nearly 2% on Monday, marking a significant milestone in its market valuation [1] - The stock is projected to rise by 26% under basic expectations and by 68% in a bullish scenario for the upcoming year [1] Group 2: Analyst Predictions - Dan Ives, a prominent technology analyst, forecasts that Tesla will successfully launch robot taxis in over 30 cities by 2026 [1] - The company is expected to begin mass production of its autonomous taxi, Cybercabs, as part of its expansion strategy [1] - Ives remains confident that Tesla will lead the "driverless race" despite external challenges [1]

Market Overview - Major US stock indices opened higher, with the Dow Jones up 0.23%, Nasdaq up 0.64%, and S&P 500 up 0.49% [1] - The seven major US tech companies saw a general increase, with Nvidia rising by 1.2% and Tesla reaching a historic high with a 3.38% increase, bringing its market value to $1.65 trillion, a cumulative increase of 57% over the last 120 trading days [3][4] Tesla Developments - Tesla's stock price reached $497.47, with a market capitalization of $1,654.5 billion and a P/E ratio of 326 [4] - Tesla signed an agreement with Matrix Renewable Energy to develop a battery storage project in the UK [3] Chinese Stock Market Outlook - Goldman Sachs predicts that the Chinese stock market will continue its upward trend into 2026, although at a slower pace [5] - Analysts expect a shift from "expectation-driven" to "profit-driven" market dynamics, with corporate earnings projected to grow by 14% in the next year and 12% in 2027, alongside a valuation expansion of around 10% [5] - The Chinese stock market could see a potential increase of 38% by the end of 2027 [5] Commodity Market Insights - Spot gold prices surged over 2%, reaching a historic high of $4,427.80 per ounce, while silver prices also broke through $69 per ounce, increasing by over 3% [6][8] - The rise in gold and silver prices is attributed to a combination of factors including a loose monetary cycle, high fiscal deficits, and a global manufacturing recovery [10] Gold Price Projections - Goldman Sachs analysts forecast that gold prices will continue to rise, with a baseline scenario of $4,900 per ounce next year, indicating potential upward risks [11] - The current price of gold is seen as part of a super cycle, with the $4,400 per ounce level possibly being a midpoint in this cycle [11]

来源 |华尔街见闻 马斯克的个人净资产飙升至7490亿美元，成为 人类历史上首位净资产突破7000亿美元的个人。 这一里程碑式的财富增长源于特拉华州最高法院的一纸判决， 恢复了此前被撤销的价值1390亿美元的特斯拉股票期权。 据报道，特拉华州最高法院周五裁定恢复马斯克在2018年获得的薪酬方案。该薪酬方案最初价值560亿美元，两年前曾被下级法院以"不可理 喻"为由驳回。 随着特斯拉股价上涨，该薪酬方案目前的价值已从最初的560亿美元增长至1390亿美元。 "首富"财富快速积累 本周早些时候 ， 马斯克刚刚成为历史上首位净资产突破6000亿美元的个人。 最高法院在判决中表示，2024年撤销该薪酬方案的裁决对马斯克而言是不当且不公平的。这一判决使马斯克的净资产 单日暴增1390亿美元。 根据福布斯亿万富豪榜，马斯克的财富规模现已超过全球第二富豪、谷歌联合创始人Larry Page近5000亿美元，进一步巩固了其世界首富地 位。 薪酬方案历经波折 马斯克的2018年薪酬方案自设立以来经历了曲折的司法审查过程。 该方案在两年前被特拉华州下级法院裁定无效，法院当时认为这一薪酬安排规模过大且程序存在问题。 特拉华州最高法 ...

Core Viewpoint - LG Energy Solution has received a termination notice from Ford regarding a battery supply order worth 9.6 trillion KRW (approximately 45.84 billion RMB), primarily due to changes in market conditions and electric vehicle demand forecasts [3][4]. Group 1: Order Termination Details - The terminated order was originally planned to start supplying in 2027 and is valued at approximately 54.5% of LG Energy Solution's total revenue for the first three quarters of this year, which is about 17.6 trillion KRW [3][4]. - The canceled order represents about 30% of LG Energy Solution's projected total revenue of 25.6 trillion KRW for 2024 [3][4]. - The contract termination affects a 75GWh order, while a separate 34GWh contract remains active [9]. Group 2: Ford's Strategic Adjustments - Ford announced a strategic shift, planning to write down approximately $19.5 billion in assets due to restructuring its electric vehicle business, which includes halting production of several electric vehicle models [10]. - The decision to cancel certain electric vehicle models is attributed to changes in U.S. policies, which have diminished the competitiveness of electric vehicles in the market [11][12]. - Ford's electric vehicle sales in November dropped by 42.6% year-on-year, reflecting a broader decline in the U.S. electric vehicle market [12][13]. Group 3: Focus on Energy Storage - Ford is reallocating investments from unprofitable electric vehicle projects to more lucrative areas, particularly energy storage [15]. - The company plans to invest approximately $2 billion over the next two years to expand its energy storage business, targeting a production capacity of 20GWh by 2027 [18]. - Ford aims to produce lithium iron phosphate batteries and energy storage systems, leveraging its existing manufacturing facilities [19]. Group 4: Industry Trends - Other automakers, such as Tesla and General Motors, are also expanding their energy storage offerings, indicating a shift in focus within the automotive industry towards energy solutions [20][21]. - The automotive sector is increasingly recognizing the importance of energy storage as a significant growth area, especially in light of rising electricity demands in the U.S. and Europe [22].

美国纽约州起诉特朗普政府阻挠电动汽车基础设施建设资金。 ...

今日A股市场高开高走，三大指数集体反弹，创业板指涨超2%。沪深两市成交额1.86万亿，较上一个交易日放量1360亿。 盘面上，市场热点快速轮动，全市场超2900只个股上涨，其中有105只个股涨停。板块方面，海南自贸区、贵金属、算力硬件等板块涨幅居前，医药商 业、影视院线、教育、银行等板块跌幅居前。 整个贵金属板块就像打了鸡血一样，集体狂飙。 说实话，贵金属涨没问题，这样集体暴走，属实有点出乎意料。 要知道，今年白银的涨幅已经翻了一倍多，黄金也飙升了差不多三分之二。 这到底是怎么回事呢？ 先说说大环境。 截至收盘，沪指涨0.69%，深成指涨1.47%，创业板指涨2.23%。 而在今天众多大涨的板块中，贵金属板块在近期的表现真的很亮眼。 现货黄金首次站上4400美元，白银冲破69美元，铂金突破2000美元大关，钯金也上窜1786美元，一个个的都在创历史新高。 | 国际当金属 | | | | | | --- | --- | --- | --- | --- | | 名称 | 现价 | 涨跌 | 涨跌幅 | 年初至今 | | 伦敦金现 | 4405,100 | 66.740 | 1.54% | 67.87% | | 伦 ...