【CNMO科技消息】特斯拉于近日发布第一季度财报，营收193.35亿美元，同比下滑9%，净利润4.09亿 美元，同比暴跌71%。尽管财务数据不及预期，但财报发布后股价盘后逆势上涨逾5%，分析称，市场 对特斯拉人工智能（AI）战略的期待抵消了短期业绩压力。 这一判断背后，是中国在AI产业链的全面优势。Wedbush Securities分析师指出，中国庞大的市场、高效 供应链及数据资源，使其成为跨国科技企业必争之地。特斯拉自身亦受益于中国供应链本地化策略，其 上海超级工厂支撑了全球近半产能，并加速了自动驾驶（FSD）系统在中国的落地测试。中国在传感 器、AI算法等领域的突破，正推动人形机器人量产进程。 虽然特斯拉短期面临汽车销量下滑压力，但马斯克将增长希望寄托于AI驱动的Robotaxi和机器人业务。 他宣布，CyberCab无人驾驶出租车将于6月在得州奥斯汀投入运营，并预测2026年自动驾驶技术将显著 改善盈利。市场对特斯拉的期待亦反映在其市盈率上——长期高于"美股七姐妹"同行，突显投资者对 其"自动驾驶+机器人"叙事的认可。 马斯克 在分析师电话会议上，特斯拉CEO埃隆·马斯克多次提到AI领域的话题。当被问 ...

Core Viewpoint - The article highlights the recent fluctuations in the U.S. stock market, particularly focusing on the performance of major indices and specific companies, while also addressing economic indicators and geopolitical developments. Market Performance - On February 26, U.S. stock indices showed mixed results, with the Dow Jones falling by 188.04 points (0.43%) to 43,433.12, while the Nasdaq rose by 48.87 points (0.26%) to 19,075.26, and the S&P 500 increased by 0.81 points (0.01%) to 5,956.06 [3] - The Nasdaq China Golden Dragon Index saw a significant increase of 3.66% [12] Economic Indicators - A concerning signal was emitted from the U.S. Treasury market as the 10-year Treasury yield fell below the 3-month Treasury yield, indicating an inverted yield curve, which is a reliable predictor of economic recession [4] - Recent disappointing retail sales and weak consumer confidence data have raised concerns about a potential slowdown in the U.S. economy [5] Company Highlights - Nvidia's stock rose by 3.67% with a trading volume of $38.336 billion, reporting a 78% year-over-year revenue increase to $39.3 billion, and a net profit growth of 80% to $22.091 billion [10] - Tesla's stock fell by 3.96%, marking a cumulative decline of 19.3% over five days, attributed to underwhelming updates on its Full Self-Driving system and a nearly 50% drop in European sales [8][10] - Alibaba's stock increased by 3.78%, with a trading volume of $5.63 billion, following the open-sourcing of its cloud-based visual generation model [14] Sector Performance - In the S&P 500, seven out of eleven sectors declined, with consumer staples and healthcare leading the losses at 1.86% and 0.69%, respectively, while technology and utilities sectors saw gains of 0.89% and 0.37% [9] - Major tech stocks mostly rose, with AMD up over 12%, Broadcom up over 5%, and Nvidia up over 3%, while Apple fell by 2.70% amid political pressure regarding its diversity policies [9][10]