Tesla半夜 偷偷改規則 把無數 Cybertruck 訂單 的FSD轉移夢 直接砸碎了！ 原本說好 只要2026年 3月31日前 下訂新車 舊車買斷的 FSD就能 免費轉過去 哪怕交付拖到 天荒地老也行 這對買FSD的 鐵粉來說 簡直是 天降福利啊！ 結果呢？ 週五晚上 Tesla一聲不吭 把規則改成 必須在3月31日 前提車才算數！ 訂單早下也沒用！ 現在6萬美金 Cybertruck 交付已經拉到 2027年去了！ 想靠這個福利 鎖訂單的兄弟 全都涼涼 老車主心都碎了 我們信馬斯克 才買FSD 現在感覺 被背刺！ 這波操作 你怎麼看？. ...

Tesla軛式 方向盤要涼了？ 中國2027 直接禁止 這個設計！ 那個握起來像 開戰鬥機 帥炸的軛輪 從2027年 1月1日起 新車 一律不能用！ MIIT最新 草案認為 這個設計太危險 撞擊測試 根本過不了！ 更狠的是數據 46%駕駛員 受傷來自 方向盤！ 圓盤能緩衝 軛式一撞 頭直接衝過去 砸儀表板 氣囊還可能 噴碎片或勾衣服 超恐怖 中國這波 安全優先 連電子門把 都禁了 現在輪到軛輪 但說真的 對Tesla 影響不大 Model S/X 2026 Q2 就停產轉做 Optimus了 美國歐洲 這個設計 還能繼續玩 但中國新車 全回圓盤 你覺得這是 保護生命呢 還是扼殺 未來感？. ...

Core Insights - The report highlights the mixed performance of the US stock market, with the Dow Jones Industrial Average showing significant gains while the Nasdaq Composite faced declines due to concerns over new AI tools impacting software businesses [8][10] - Gold prices have rebounded, surpassing the $5,000 per ounce mark, driven by rising inflation expectations and geopolitical uncertainties, positioning gold as a key asset for risk-averse investors [8][10] - The report indicates a strong demand for AI and cloud computing, with companies like Lumentum Holdings and Super Micro Computer showing impressive revenue growth, reflecting the ongoing investment in AI infrastructure [24][25] Market Overview - The Hang Seng Index closed at 26,847.32, up by 12.55 points, while the Hang Seng Tech Index fell by 1.84% [14] - The report notes that the Chinese technology sector is under pressure, with the Hang Seng Tech Index experiencing a 20% decline from its previous high in October, entering a technical bear market [12] - The report mentions that the US 10-year Treasury yield fell to 4.263%, indicating a shift in investor sentiment towards safer assets [8] Economic Data - The US non-manufacturing index for January was reported at 53.8, slightly above expectations, while the ADP private sector employment report showed an increase of 22,000 jobs, below the anticipated 45,000 [10][21] - The report highlights that the Chinese yuan is expected to strengthen, with predictions suggesting a year-end value of 6.92 against the US dollar, driven by market optimism [12][21] Company Analysis - China Overseas Development is positioned to benefit from government policies aimed at stabilizing the housing market, with a closing price of HK$14.53 [22] - Lumentum Holdings reported a revenue of $665.5 million for Q2 2026, a 65% year-over-year increase, driven by strong demand in AI and cloud data centers [24] - Super Micro Computer's net sales reached $12.7 billion in Q2 2026, significantly up from previous quarters, reflecting robust growth in AI server demand [25]

BYD開年 直接崩了！ 1月銷量 只有21萬輛 同比暴跌 30.1% 連續五個月下滑 純電車更慘 跌34% 環比腰斬56%！ 這數字嚇死人啊 以前氣勢洶洶 的壓特斯拉 現在呢？ 補貼一縮水 需求立馬涼涼 出口倒是撐場面 10萬輛佔一半 但還是拉不回來 整體的暴跌 生產也跟著 跌29% 電池裝機 漲了點 可庫存 眼看要爆倉 供應鏈融資 都要扛不住了 反過來看特斯拉？ 馬斯克專攻AI 自駕 FSD Optimus 未來爆發力 完全不是 一個量級！ 這一波 BYD是暫時寒冬 還是真要 被甩開？ 特斯拉第一季 重奪EV王座 我感覺不遠了. ...

Core Insights - The report highlights a positive outlook for the Hong Kong stock market, with the Hang Seng Index showing short-term support around 26,000 points, driven by anticipated policy actions in mainland China and a strong performance in AI-related sectors [3][4] - The Macau gaming sector is expected to benefit from higher-than-expected January gaming revenue, with the upcoming Spring Festival acting as a catalyst for growth [4] - The report notes a significant increase in China's manufacturing PMI to 50.3 in January, indicating improved economic conditions and a potential boost in production and employment [8] Market Review - The Hang Seng Index experienced a decline, closing at 26,775 points, down 2.2%, with a trading volume of 347.9 billion [6] - The report mentions that despite geopolitical uncertainties affecting risk appetite, the AI sector remains robust, supporting market activity [3][6] Sector Focus - The Macau gaming stocks are highlighted as a sector with strong potential due to favorable revenue trends and seasonal demand [4] - The report indicates that the memory interconnect chip market is projected to grow at a compound annual growth rate of 27.4% from 2024 to 2030, with a leading market share of 36.8% held by a specific group [6] Economic Indicators - China's insurance industry is projected to see a 7.4% increase in premium income by 2025, reaching 6.12 trillion yuan [9] - The report discusses the anticipated growth in the new energy heavy truck market, with sales expected to increase by 182% in 2025 [10] - The report also notes that the new energy sector accounted for 97.1% of the total increase in electricity consumption in China, highlighting its growing importance [10]

Musk 剛剛 在X上爆料 Tesla的乾電極 製程終於 規模化了 這可是 電池界的革命！ 想像一下 以前做電池 像煮粥 得加毒溶劑烘乾 浪費空間 還污染 現在呢？ Tesla直接 粉末拌勻壓製 工廠占地 縮小90% 能量消耗 大幅降低 產出還能翻10倍 馬斯克自己說 這難度像地獄 他甚至有段時間 後悔設定 這個目標 但Tesla團隊 咬牙撐過來了 專利堆積如山 創造無數奇蹟 現在4680電池 陽極陰極全用乾法 能量密度 提升5-10% 黏合劑 只剩1.25% 電池塞滿 活性材料 電動車續航 將直線拉長 這不只省錢 20-50% 還鎖定Tesla 的護城河 讓競爭對手 更加慌張. ...

網上瘋傳的 Tesla HW4.5%升級 竟然是 一場大烏龍！ 想像一下 你剛提Model Y 盯著那 AP45標籤 心想哇 FSD硬體 悄悄變強了 計算力爆表 能搞定更瘋狂的 自動駕駛 結果呢？ Tesla直接 跳出來說 這純屬 標籤錯印！ 從一月下旬開始 這事就鬧翻天 讓車主猶豫下單 怕買到舊 HW4吃虧 Tesla內部通報 北美團隊 確認所有車 還是標準HW4 從2023年起 用的AI4平台 足夠撐 FSD Supervised 最新版 沒有隱藏升級 完全就是個鬧劇 他們承諾 會快速更換標籤 避免混亂 這提醒咱們 追Tesla新聞 需要交叉查證 別輕信謠言 你有被類似 假消息坑過嗎？. ...

Market Performance - Hang Seng Index (恒指) rose by 363 points or 1.4%, closing at 26,710 points[1] - Shanghai Composite Index (滬指) increased by 60 points or 1.5%, reaching a new ten-year high at 4,083 points[1] - Total market turnover in Hong Kong was 291.758 billion HKD[1] Currency and Monetary Policy - The central parity rate of RMB against USD was adjusted up by 57 points to 7.0173[1] - The People's Bank of China conducted a 162 billion RMB reverse repo operation at a rate of 1.4%[1] A-Share Market Highlights - Shenzhen Component Index (深成指) rose by 193 points or 1.4%, closing at 14,022 points, marking a near four-year high[1] - The ChiNext Index (創板指數) increased by 24 points or 0.8%, closing at 3,319 points[1] Automotive Sector Insights - The automotive consumption index for December 2025 was reported at 97.7, indicating an increase from the previous month[4] - The demand sub-index for automotive consumption rose to 90.3, reflecting improved purchasing demand[4] New Investor Activity - A total of 2.5967 million new A-share accounts were opened in December 2025, a monthly increase of 9% and an annual increase of 30.55%[4] - Cumulatively, 27.4369 million new accounts were opened in 2025, representing a year-on-year growth of 9.75%[4] Company Earnings Forecast - Yadea Holdings (雅迪控股) expects a net profit of at least 2.9 billion RMB for the year ending December 31, 2025, an increase of at least 128% compared to 1.27 billion RMB in the same period of 2024[5]

Market Performance - The Hang Seng Index (HSI) fell by 27 points or 0.11%, closing at 25,774 points after a brief rise to 25,927 points[1] - The National Index dropped by 25 points or 0.29%, ending at 8,913 points[1] - The Hang Seng Tech Index decreased by 37 points or 0.69%, closing at 5,488 points[1] - Total market turnover was HKD 157.131 billion[1] Currency and Economic Indicators - The RMB/USD central parity rate was adjusted up by 49 points to 7.0523, marking a 15-month high[2] - The Shanghai Composite Index rose by 2 points or 0.07%, closing at 3,919 points with a turnover of CNY 806.85 billion[2] - The Shenzhen Component Index increased by 36 points or 0.3%, closing at 13,368 points with a turnover of CNY 1.09 trillion[2] - The ChiNext Index gained 13 points or 0.4%, closing at 3,205 points with a turnover of CNY 493.7 billion[2] U.S. Economic Data - The U.S. GDP annualized growth rate for Q3 was reported at 4.3%, significantly higher than Q2's 3.8% and the previous forecast of 3.3%[3] - The U.S. government announced plans to increase tariffs on semiconductor imports from China by June 2027, with initial rates set to zero for the first 18 months[4] Automotive Market Trends - In November, new car sales in Europe rose by 2.4% year-on-year to 1.1 million units, marking the fifth consecutive month of growth[4] - BYD's new car registrations surged by 221.8%, achieving a market share of 2%, slightly behind Tesla's 2.1%[4]

Financial Impact - Elon Musk's net worth increased by approximately $749 billion due to a court ruling overturning the annulment of his 2018 compensation package [1] - The restored stock options are now valued at $139 billion [1] - The court ruling was related to a $56 billion stock option package [1] Industry Leadership & Innovation - The court ruling is viewed as a vote of confidence from shareholders in Musk's leadership [1] - Musk is credited with driving Tesla's expansion into AI and robotics [1] - The report suggests that Musk's innovation and leadership are essential to the success of Tesla and SpaceX [1]