【环球时报驻加拿大特约记者 陶短房 环球时报记者 丁雅栀 环球时报特约记者 任重】编者的话："加拿 大为中国电动汽车敞开了大门。"加拿大《环球邮报》19日报道称，加拿大总理卡尼近期宣布对中国电 动汽车进口政策实施重大调整，加拿大不再征收100%附加税，同时给予每年4.9万辆的配额，配额内享 受6.1%的最惠国关税待遇。另据彭博社报道，加拿大政府正在制定一项新的汽车业发展策略，旨在为 在该国生产汽车的企业提供更广阔的市场准入机会。报道认为，此举是对美国现任政府迫使汽车制造商 将工厂从加拿大迁至美国这一行为的回击，同时也为中国汽车制造商首次在加拿大组装汽车敞开大门。 加拿大多项政策调整引发车企与市场的积极反响，相关行业专家表示，"这无疑是重大利好"。 4.9 万辆配额： " 探寻市场的机遇 " 中国机电产品进出口商会汽车国际化专业委员会高级专家孙晓红在接受《环球时报》记者采访时表示， 2024年加拿大政府跟随美国，对中国电动车加征100%关税后，这一举措向双方合作发出了错误信号。 中国电动汽车本身在价格、性能等方面很适合加拿大消费者，原本正处于良好发展势头，却被强行中 断。当前，卡尼政府取消了此前100%的加税， ...

AI军备竞赛加剧内部分化 曾经推动美国股市屡创新高的"七巨头"科技股正逐渐走向分化。随着投资者对人工智能支出热潮的态度趋于审慎，这一由超大市值股票组成的投 资组合在过去一年中表现出现显著差异。 《华尔街日报》数据显示，2025年仅Alphabet与英伟达跑赢标普500指数，而其余五家巨头，微软、Meta、苹果、亚马逊和特斯拉表现均落后于 大盘。基金经理指出，这一组合已不再等同于市场领先力量的代名词。Bahnsen Group首席投资官David Bahnsen表示： "它们之间的相关性已经瓦解。如今它们唯一的共同点，只剩下万亿美元市值这一标签。" 这一转变标志着自本轮牛市启动以来的AI交易逻辑已进入新阶段，投资者开始更具选择性地布局。部分资金预期AI红利将向医疗等行业扩散，另 一些则聚焦于芯片制造商或能源公司，反映出市场从AI主题向细分赛道与实质盈利能力的转向。 散户投资者转移注意力 曾长期坚定持有"七巨头"的个人投资者，正逐渐将注意力转向市场的其他板块。Vanda Research数据显示，去年散户在这七只股票中的交易占比已 显著低于2023年及2024年水平。 以长期受散户青睐的特斯拉为例，其散户交易活跃 ...

Market Overview - U.S. stock futures experienced a decline ahead of the market opening, with the Nasdaq 100 futures down 1.72%, S&P 500 futures down 1.39%, and Dow futures down 1.24% [1] - European stock indices also fell, with the Euro Stoxx 50 index dropping over 1% [1] - Japanese government bond yields surged, with 30-year and 40-year bond yields rising at least 28 basis points, indicating significant selling pressure [1] Geopolitical Events - The market is expected to face a series of geopolitical challenges, particularly with the U.S. Supreme Court's decision on tariff legality pending [2] - President Trump is scheduled to deliver a speech at the Davos summit, which investors will closely monitor for signals regarding the Greenland issue [2] Commodity Market - Spot gold and silver reached historical highs, with gold priced at $4,700 per ounce and silver at $95 per ounce, driven by rising geopolitical tensions [6] Company News - Quantinuum, a quantum computing company, is reportedly moving forward with an IPO, aiming for a valuation of $15 billion to $20 billion and seeking to raise $1.5 billion [8] - GSK announced the acquisition of Rapt Therapeutics for $2.2 billion, with a purchase price of $58 per share, representing a 65% premium over the previous closing price [9] - Applovin's stock fell over 7% following a short report alleging systemic compliance risks and significant financial crimes [10] - Sony plans to divest its television business by forming a joint venture with TCL, where TCL will hold a 51% stake and Sony will hold 49% [12] - Moderna reported that its mRNA cancer therapy, when combined with Merck's Keytruda, reduced the risk of recurrence or death in high-risk melanoma patients by 49% [13]

Core Insights - Elon Musk is on track to become the first billionaire with a net worth exceeding $800 billion, following a significant increase in his wealth due to the valuation of his company xAI, which recently raised $20 billion, bringing its valuation to $250 billion [2][3] - Musk's current net worth is reported at $780 billion, leading the billionaire rankings by a substantial margin over Larry Page, who has a net worth of approximately $270.8 billion [3][4] Investment and Valuation - xAI's recent funding round has significantly increased the wealth of early investors, including Prince Alwaleed Bin Talal Alsaud, who holds about 1.6% of xAI, valued at $4 billion, and Twitter co-founder Jack Dorsey, whose wealth has risen to $6 billion [5][6] - Despite xAI burning through $7.8 billion in cash in the first nine months of 2024, investor enthusiasm remains high, reflecting a broader trend of investment in the artificial intelligence sector [6] Musk's Wealth Growth - Musk's wealth has seen exponential growth, attributed to the strong performance of Tesla and SpaceX, with his holdings in SpaceX valued at $336 billion and Tesla stocks and options contributing an additional $307 billion [6] - A recent court ruling upheld a $126 billion stock option contract for Musk, further boosting his net worth past $700 billion [6]

Core Viewpoint - The German government has reintroduced electric vehicle purchase subsidies to support the domestic electric vehicle industry, offering up to €6,000 for new electric vehicle purchases [3]. Group 1: Subsidy Details - The subsidy is available for private consumers and applies to new registrations of fully electric vehicles, certain plug-in hybrid vehicles, and range-extended electric vehicles starting from January 1, 2026 [3]. - The subsidy amount ranges from €1,500 to €6,000, depending on vehicle type, household size, and income level [3]. Group 2: Financial Implications - The total scale of the subsidy program is set at €3 billion over three years, expected to support approximately 800,000 electric vehicles [3]. - Following the termination of the previous subsidy program at the end of 2023, the registration of fully electric vehicles in Germany dropped significantly, with a year-on-year decrease of over 27% to 380,000 in 2024 [3].

没有盛大的仪式，没有冗长的声明。就在加拿大总理结束访华行程后不久，国际粮油贸易圈里，一笔关于大约6万吨加拿大油菜籽的订单悄然达成。据路透 社披露，这是自去年10月中国暂停进口以来的"破冰"首单。市场总是最灵敏的嗅觉者，一位交易员的评论直白而犀利："降低关税几乎已成定局。现在买 入，合情合理。" 一时间，舆论泛起涟漪。有人看到了一船普通的农产品，有人则读出了一盘错综复杂的大国博弈棋局。这看似简单的"一买一卖"背后，至少折射出三重深 意。 回顾此次互动的时间线，颇有意味。加方总理前脚刚走，商业订单后脚似乎就跟了上来。而在此访中，双方释放的信号清晰且务实：加方预期油菜籽关税将 下调；中方则表示将依法调整相关贸易措施。与此同时，加拿大也拿出了诚意，为中国电动汽车提供了可观的市场准入配额。 如今，随着贸易条件的改善，加拿大产品回归在即。中国市场这块巨大的"蛋糕"，其分配格局又将面临一轮动态调整。这无关"亲疏远近"，完全是市场规律 下的正常流动。哪个产品更具性价比、哪个供应更稳定可靠，采购商自然会用订单投票。这种调整压力，最终会传导至生产端，促使所有参与者不断提升竞 争力。 这给我们一个深刻启示：在全球化的今天，任何一个 ...

Core Insights - Elon Musk is on track to become the first billionaire with a net worth exceeding $800 billion after surpassing $700 billion in 2025 [1] - Musk's xAI company raised $20 billion from private investors, increasing its valuation to $250 billion, which significantly boosted Musk's wealth [1] - Musk's current net worth is reported at $780 billion, leading the billionaire rankings by a margin of $510 billion over Larry Page [1] Group 1 - xAI's recent funding round has led to a substantial increase in the wealth of early investors, including Prince Alwaleed, Jack Dorsey, and Larry Ellison [1] - Alwaleed holds approximately 1.6% of xAI, valued at $4 billion, while Dorsey and Ellison each own about 0.8%, with their wealth increasing to $6 billion and $2.41 billion respectively [1] - xAI has burned through $7.8 billion in cash in the first nine months of 2024, despite investor enthusiasm [2] Group 2 - Musk's wealth has been bolstered by the strong performance of Tesla and SpaceX, with his SpaceX shares valued at $336 billion and Tesla's stock and options contributing $307 billion [2] - A recent court ruling upheld a $126 billion stock option contract for Musk, further increasing his net worth [2] - Musk's potential future earnings could include a massive stock package if he helps Tesla's market value grow significantly over the next decade [2]

加拿大CP24网站1月18日文章，原题："我完全被震惊了"，汽车经销商为何称加拿大消费者将受益于加 中电动汽车协议 几乎每项交易都会有赢家和输家，看似加中电动汽车协议（加方将给予中国电动汽车 每年4.9万辆的配额，配额内享受6.1%的最惠国关税待遇——编者注）亦不例外。尽管加拿大汽车制造 商拉响警报，称协议可能影响加本土汽车行业岗位和供应链，但一些加拿大汽车经销商认为这是消费者 的胜利——能以实惠价格买到优质车。 也有车商质疑这项协议。对此阿瑟表示，鉴于当前美国政策充满不确定性，加拿大不能指望美国实现其 电动汽车制造目标，"加拿大人要追求多元化发展，找到其他选项和潜在制造方来这里发展制造业，这 才最符合我们的利益"。（作者卡米尔·卡拉马利是加拿大电视台记者，丁玎译） 另一家二手车经销企业的经理哈姆扎·帕特尔也这么认为，"如今，消费者可以在知名品牌和比亚迪、小 米等新兴品牌之间做选择，这些中国品牌以实惠的价格提供配备先进技术的豪华风格车型。尤其像比亚 迪这样的中国电动汽车品牌表现出色，与目前加市场上价格类似或更高价位区间的汽车相比，它们提供 更具竞争力的续航里程、更多的功能和更新的技术"。帕特尔说："从更广泛角 ...

卡尼这次访华成果颇为显著。中加双方签署了一项名为《中国—加拿大经贸合作路线图》的协议，涉及8大领域、28条具体合作措施。这些领域涵盖了能 源、农业、绿色贸易等多个方面，甚至两国的经贸委员会也提升到了部长级别。原本100%的电动汽车关税被取消，而中国每年可以向加拿大出口4.9万辆电 动汽车，这些汽车仅需缴纳6.1%的关税。这一系列协议都显示出加拿大的诚意，中国也在此基础上适当调整了之前对加方的反制措施，将对加拿大油菜籽 的关税降至15%，并取消了此前对龙虾、螃蟹等产品的反制措施。 中加两国还签署了多项其他协议，包括能源合作备忘录，进一步推动两国在石油、天然 气等能源领域的合作。两国代表银行更是签署了一项价值2000亿人民币的本币互换协议，协议有效期长达五年。这意味着未来两国间的贸易将能够绕开美 元，直接使用人民币和加元结算，这对中国推动去美元化的战略具有重要意义。 在随后的联合声明中，两国领导人承诺将通过平等互利的方式，推动两国关系发展。该声明无疑是对美国能源战略的有力反击，尤其是在美国试图控制全球 能源流向的背景下。美国力图推动全球用美元交易，但加拿大却选择与中国签订本币互换协议，这不仅体现了加中两国的合作意 ...

此前，德国2016年起实施的电动汽车补贴政策因财政压力于2023年底终止，直接导致2024年该国电动汽 车销量下滑27%至38万辆，不过2025年销量有所回升，新注册电动汽车数量达到约54.5万辆。 德国汽车工业协会对新补贴计划表示欢迎，预计2026年德国电动汽车注册量将同比增长17%，达到近 100万辆。该协会同时指出，密集的充电网络与价格合理的能源供应对电动汽车可持续发展至关重要， 若不配套完善基础设施，补贴计划效果恐难持久。德国汽车研究中心负责人则认为，当前电动汽车市场 份额稳步上升主要源于产品价格更具吸引力，补贴缺乏经济意义，只会增加国家预算压力。 市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 根据德国环境部发布的公告，本次补贴计划总额达30亿欧元，面向私人消费者，适用于2026年1月1日起 新注册的纯电动汽车、部分插电式混动汽车及增程式电动汽车。补贴金额按照车辆类型、家庭人口和收 入水平分为1500欧元至6000欧元不等，预计可支持约80万辆新车的购买或租赁，政策将追溯至2026年初 生效并持续至2029年。 德国环境部长卡斯滕·施耐德表示，这项新计划不设置任 ...