特斯拉(TSLA.O)或许会在自家财报电话会上，沦为埃隆·马斯克（Elon Musk）旗下另一家公司的"配 角"。随着财报将于周三美股盘后发布，本季度得票最高、面向马斯克的问题却指向他领导的另一家公 司——SpaceX。 SpaceX将如何优先考虑特斯拉股东目前尚不清楚，尽管马斯克多次表示希望这样做。专家称，一种潜 在方式是定向配售计划，即公司为与其存在特定关系的一群人预留股份。 投资者同样关注特斯拉在人工智能和机器人领域的规划，这是马斯克及公司愿景的核心。公司高管上周 表示，特斯拉已在得克萨斯州奥斯汀的机器人出租车网约服务中，开始使用少量没有安全员的自动驾驶 车辆，这是公司发展的一个里程碑。 在Say.com上，投资者要求特斯拉详细说明当前限制其扩大机器人出租车部署规模的瓶颈因素，并希望 了解特斯拉早期机器人出租车业务的经济性情况。该服务目前仅在奥斯汀和旧金山湾区提供。 特斯拉掌握着海量数据，这是分析师认为其在机器人出租车竞赛中具备的一大优势。他们也对公司实现 规模化扩张的能力持乐观态度。特斯拉计划在4月开始生产Cybercab，这是一款没有踏板和方向盘的车 辆。 "我认为自动驾驶汽车在这一阶段本质上已经是 ...

Market - US stock market experienced a decline for the second consecutive day, with the Dow, Nasdaq, and S&P 500 all falling, primarily driven by poor performance in technology stocks, particularly chip stocks like Nvidia, which dropped due to export restrictions [2] - Bank stocks also struggled, with Wells Fargo's revenue falling short of expectations, while Bank of America and Citigroup exceeded expectations but could not support the high market levels. The banking sector faced additional pressure from Trump's call for credit card interest rate reforms [2] - Despite strong PPI and retail sales data, the market remained low due to concerns over the independence of the Federal Reserve and rising geopolitical risks, particularly related to Iran [2] Company - Tesla announced it will stop selling its Full Self-Driving (FSD) software at a fixed price and will instead offer it as a monthly subscription service starting at $99, leading to a 1.79% drop in its stock price [3][33] - Cerebras secured a significant contract with OpenAI worth over $10 billion, committing to provide 750 MW of computing power by 2028, which will help reduce its reliance on a single customer [32] - Wells Fargo reported profits below expectations, with a significant $612 million spent on severance costs, leading to its stock experiencing the largest intraday drop in six months [40] - Bank of America reported a 23% increase in stock trading revenue to $2.02 billion, exceeding analyst expectations, but concerns over costs led to a 5% drop in its stock price [41] - Boeing announced it received 1,173 net orders in 2025, surpassing Airbus, although its stock fell 1.7% in early trading [42]