Tesla Inc.'s (NASDAQ: TSLA) share price has retreated 4.0% in the past week. The company posted its second consecutive year of falling sales, and Chinese rival BYD overtook Tesla as the world's largest seller of fully electric vehicles. Tesla stock is still 46.8% higher than six months ago, outperforming the S&P 500 in that time. Loading stock data... Tesla's Recent Success Tesla has managed to thrive, boosting earnings and revenue even in high-interest-rate environments. Tesla's Model S was the best-sellin ...

Group 1 - Alphabet (Google's parent company) reported $12.56 billion in new buys by top mutual funds, with an additional $2.37 billion worth of Google stock purchased by leading money managers in the latest report [3] - Google maintains a strong demand with a 1.6 up/down volume ratio, indicating positive market sentiment [3] - Eli Lilly, Google, and Bloom Energy are highlighted as key stocks in focus for investors [6] Group 2 - The stock market experienced significant movements, with the Dow gaining nearly 500 points and the S&P 500 reaching a new high [8] - Analysts are optimistic about Google and Nvidia, identifying them as stocks to watch for potential growth [8]

Core Viewpoint - Xiaomi's CEO Lei Jun announced the launch of the new SU7 model expected in April 2026, with a sales target of 550,000 vehicles for the year, which appears conservative compared to previous growth rates [2][3][4]. Sales Targets and Performance - The sales target of 550,000 units for 2026 is only a 34% increase from 410,000 units in 2025, which itself was a significant jump from 135,000 units in 2024 [3][4]. - The internal target may be even lower, around 500,000 units, indicating a cautious approach amidst market uncertainties [4]. - The current main model, YU7, has a monthly sales volume exceeding 30,000 units, suggesting that the target for 2026 may not reflect substantial growth compared to previous years [5]. Market Position and Competition - Xiaomi's sales strategy is being compared to competitors like Leap Motor, which aims for 1 million units in 2026, and Great Wall Motors, targeting 1.8 million units with a 36.4% growth rate [6]. - The company has experienced a significant drop in sales for its Ultra version, which fell from over 3,000 units per month to just 80 units in November 2025 [20]. Marketing and Consumer Sentiment - Xiaomi's marketing strategies have been effective in generating initial interest, with the SU7 achieving 88,898 pre-orders in 24 hours, showcasing the company's ability to leverage its existing consumer base [8][10]. - However, there are signs of consumer backlash, particularly regarding collaborations with KOLs that have not resonated well with Xiaomi's core fanbase, leading to a need for the company to reassess its marketing partnerships [14]. Safety Concerns and Public Perception - The company has faced significant challenges related to safety incidents involving its vehicles, which have raised public concerns about the safety of its products [18][20]. - The negative impact of these incidents has been compounded by a lack of timely responses from the company, leading to increased scrutiny and criticism from consumers [18][22]. Strategic Shifts - Xiaomi may need to adopt a "car sea" strategy, introducing more models to meet sales targets, which contradicts previous statements by Lei Jun about avoiding excessive model proliferation [24].

雷军直播截图 1月3日，雷军举行2026年第一场直播，重点拆解小米YU7，并集中回应网络上长期以来关于 小米的不实信息。 四天之后，即1月7日，雷军举办第二场直播。原本主题应是介绍小米SU7的26款升级车型， 然而在两个半小时的直播中，辟谣内容仍占据近两小时 ，涉及"丢轮保车""1300公里充一次 电""一个杯子开15次会"等多个传言。 作者丨何煦阳 编辑丨张明艳 2026年开年一周，雷军已经举办了两场直播。 策略转向：从"出奇"到"守正" 雷军曾称小米造车的策略是"守正出奇"。但经过2025年的两次事故与随之而来的舆论风波后， 小米似乎才真正意识到，需暂时收起以"颜值"与"性能"为代表的"出奇"，重新回归"守正"—— 即安全。 此次小米将YU7的主被动安全配置全面下放至2026款小米SU7上。 2024款小米SU7发布时，官方称其采取铠甲笼式钢铝混合车身，最高强度达到2000MPa，配备 7个主动安全气囊。 2025年3月29日，一辆小米SU7以116公里/小时的速度在高速路上行驶，因变道不及时以97公 里/小时的速度撞上水泥护栏，车辆随后起火，车内三位女大学生不幸遇难。 相比之下，1月7日晚对26款SU7 ...

Core Viewpoint - Wall Street experts are generally not optimistic about Tesla stock, with Gordon Johnson of GJL Research being particularly bearish, forecasting a 95% decline in stock price from $429.97 to $25.28, despite this being an upgrade from a previous target of $19.05 [1][2]. Group 1: Delivery Performance and Market Position - Tesla lost its position as the world's largest EV manufacturer to BYD in 2025, with Tesla's sales at 1.63 million compared to BYD's 2.26 million [4]. - The disappointing delivery figures have contributed to the bearish outlook on Tesla's stock [8]. Group 2: Promises and Technology Development - Elon Musk has a history of making promises regarding technological advancements, such as full self-driving capabilities, which have not materialized as expected, leading to skepticism about Tesla's future [3][5]. - GJL Research criticizes Tesla's reliance on an optics-only approach for self-driving technology, noting that companies like Hyundai are not interested in licensing this technology [6][7]. Group 3: Market Perception and Valuation - GJL Research suggests that Tesla should be valued as a traditional car manufacturer rather than a technology and AI leader, indicating a shift in how the market should perceive the company [9]. - Despite the bearish forecasts, Tesla's stock has shown resilience, rallying 8.87% over the past year, closing at $429.97 on January 7 [8].

Group 1: Defense Sector - Defense stocks have rebounded sharply following President Trump's proposal of a historic $1.5 trillion defense budget for fiscal year 2027, a significant increase from the previously discussed $1 trillion figure [3][4] - Lockheed Martin (LMT) shares rose by 7% in premarket trading after a previous decline of 4.8%, while General Dynamics (GD) increased nearly 5% after a 4.1% drop [5] Group 2: Automotive Sector - Ford (F) plans to introduce its first Level 3 "eyes-off" driver-assistance system in 2028, allowing drivers to remove their hands and eyes from the road on certain highways, with the debut vehicle expected to be a midsize electric truck priced around $30,000 [5] Group 3: Technology Sector - Alphabet (GOOG) (GOOGL) has surpassed Apple (AAPL) in market capitalization for the first time since 2019, with Alphabet's market cap reaching $3.89 trillion after a 2% increase, while Apple's market cap stands at $3.86 trillion following a 0.8% drop [6] - Analysts note that Alphabet's Gemini is rapidly closing the gap with OpenAI's ChatGPT, the leading AI model, and the company is also aiming to challenge Nvidia's dominance in the AI computing market with its custom tensor processing units [7][8]

Core Viewpoint - Ferrari N.V. is set to release its financial results for the full year and fourth quarter of 2025 on February 10, 2026, indicating a scheduled event for investors and analysts to assess the company's performance [1]. Group 1 - The financial results announcement will include a live audio webcast and conference call starting at 2:00 p.m. GMT / 3:00 p.m. CET / 9:00 a.m. EST on February 10, 2026 [1]. - Access to the presentation will be available in the Investors section of Ferrari's corporate website, with prior registration required for the conference call [2]. - A replay of the conference call will be archived on Ferrari's corporate website for two weeks following the live session, allowing for broader access to the information [2].

据了解，无人驾驶检测车是南京众彩检验检测有限公司与南京众彩供应链管理有限公司基于各自专业优势 的紧密协作。双方团队多次深入市场场景进行实地考察，共同规划出从检测中心收取样品到各交易区配送 的多个潜在场景，全力推动"众彩检测中心收取样品"项目顺利落地。为了确保无人车能够高效运行，技术 与运营团队构建了"现场+后台"的高效协同机制。当前，众彩供应链公司正联合南京交通集团下属空地数 智公司、地上铁、上汽大通、九识及新石器等多家智能制造与运营企业，围绕无人车、无人机在众彩园区 的应用展开合作探讨，共同推进空地协同的智慧物流园区建设，推进以科技编织的立体物流体系：天上 飞、地上跑、库中自动联动，无人机、无人车与智能设备无缝串联市场、连廊、冷库与分拣中心，打造现 代农产品智慧枢纽。 一大早从众彩快检中心出发，先后到果品市场、蔬菜市场和水产市场取样，上午7:40收取果蔬样品，下午 13:30收取果蔬样品，下午15:30收取果蔬样品+水产样品，下午18:30收取水产样品……这样满满当当而且 时间精准的工作安排，是不是应该称赞一句劳模？这辆无人驾驶取样车就像一位不知疲倦的快递小哥，沿 着规划的运营线路忙碌奔波，每天完成近600 ...

Core Insights - Xiaopeng Motors officially launched four new models: 2026 Xiaopeng P7+, Xiaopeng G7 Super Extended Range, 2026 Xiaopeng G6, and 2026 Xiaopeng G9, all equipped with the second-generation VLA system [1] Group 1: Company Performance - In 2025, Xiaopeng Motors achieved global cumulative deliveries of 429,445 vehicles and established nine R&D centers worldwide [1] - The company has initiated three overseas localization production projects and expanded its self-operated charging network to cover 430 cities with 3,150 charging stations [1] Group 2: Strategic Focus - The CEO emphasized two key themes for 2026: "Physical AI" and "Globalization," with plans to achieve mass production of the second-generation VLA system and initiate Robotaxi operations in the first quarter [1] - The second-generation VLA system aims to provide an L4-like driving experience through the integration of large models, computing power, and big data [1][2] Group 3: Technological Advancements - The second-generation VLA system features capabilities such as real-time parking, speed bump recognition, and driving style selection, supporting both L4 autonomous driving and Robotaxi functions [2] - The system's computing power reaches 2,250 TOPS at the vehicle level and 30,000 nodes at the cloud level, with nearly 100 million training video data segments [1][2] Group 4: New Model Highlights - The 2026 Xiaopeng P7+ offers a comprehensive range of 1,550 km for the Super Extended Range version and 430 km for the pure electric version, with a power consumption of 12.5 kWh per 100 km [5] - The 2026 Xiaopeng G7 Super Extended Range has a starting price of 195,800 yuan and a CLTC comprehensive range of 1,704 km [6] - The 2026 Xiaopeng G6 is priced from 176,800 yuan and features an AI chip standard across all models [7] - The 2026 Xiaopeng G9 starts at 248,800 yuan, with a clear configuration gradient for the AI chip, ranging from 750 TOPS to 2,250 TOPS [7]

Core Viewpoint - Xiaopeng Motors' CEO He Xiaopeng announced that the company's robots include both male and female versions, with the female robots being the ones that have gained more attention [1][2] Group 1 - Xiaopeng Motors is actively developing robots that feature both genders [1][2] - The female robots have been highlighted as the ones breaking into new markets or gaining wider recognition [1][2]