(a)约67.7%的所得款项净额将用于发展集团的国内外Robotaxi业务。此主要涉及采购定制Robotaxi车 辆、构建相关运营系统及进行技术研发，旨在加快Robotaxi业务的商业化进程，并于国内外市场实现快 速布署。Robotaxi市场具有巨大潜力，预期将为出行行业带来显著变革。集团已将Robotaxi确定为未来 发展的核心策略，并计划继续投入于其在国内外市场的布署及扩张； (b)约22.3%的所得款项净额将用于扩张集团的企业服务。此主要涉及投入与企业服务相关的运营、升级 平台技术及功能，以及进一步发展企业出行及商务旅行服务，旨在提升向企业客户提供的一站式出行解 决方案。诚如公司此前所披露，集团已完成收购蔚星科技有限公司的全部股权，并正在推进收购浙江吉 利商务服务有限公司的全部股权。待两项收购事项完成后，集团将透过覆盖从日常通勤、商务接待至差 旅管理的全链路服务场景，进一步完善其企业出行服务版图，这将显着增强其于企业市场的综合服务能 力；及(c) 约10%的所得款项净额将用于营运资金及其他一般企业用途。 格隆汇1月28日丨曹操出行(02643.HK)发布公告，2026年1月28日(交易时段前)，公司与联 ...

【导读】光伏板块走高，工程机械多股涨停 中国基金报记者 李智 一起来看下 最新 的市场情况及资讯。 | - | | | 钧达股份(002865) | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 交易中 01-23 10:04:06 融 通 | | | | | | | | 额 4.13亿 | | 股本 2.93亿 | | 市图-49 | 力得 | | 9.04 | 10.00% | 换 1.86% | | 市值1 247亿 | | 市净 6.25 | 盘口 | | 港股 33.760 +8.000 +31.06% | | | | | | 溢价(H/A) -69.55% | | | 分时 | 五日 | | 日K | 围K | 月K | 童家 | (0) | | 叠加 | | | | | 均价:98.88 | 窗口 | 资金 | | 99.44 | | | | | 10.00% 卖五 | | | | | | | | | | 英国 | | | | | | | | | 率三 | | | | | | | | | 当前 | | | 90 ...

这一亮相颇具反差感，官方此前披露的日程中其实并没有这场对话，而且此前多年，马斯克曾多次表示 达沃斯论坛"听起来无聊""必要性存疑"，他的此次参会也引发大量关注。 智通财经记者 吴遇利 当地时间1月22日，特斯拉CEO埃隆·马斯克突然现身瑞士达沃斯世界经济论坛，与贝莱德CEO拉里·芬克 展开对话。 机器人明年年底将向公众出售 作为AI技术落地的重要载体，人形机器人与自动驾驶成为对话焦点。马斯克明确了Optimus人形机器人 的商业化时间表："目前已有部分机器人在特斯拉工厂执行简单任务，今年年底能处理更复杂的工业任 务，明年年底将向公众出售。" "届时机器人应用场景会进一步扩充，你基本可以要求它做任何想做的事，比如照看孩子、宠物和年迈 的父母。"他表示。 在自动驾驶领域，马斯克直言"这是一个已解决的问题"。他透露，特斯拉已在部分城市推出Robotaxi业 务，今年年底前将在美国广泛推广；下个月，监督状态下的FSD（完全自动驾驶）有望在欧洲获得审 批，中国的审批进程也大致相近。 事实上，去年马斯克就曾在股东大会上透露，特斯拉已经在中国拿到部分批准，预计2026年2月或3月就 能全面过审。 值得一提的是，特斯拉FSD ...

【导读】光伏板块走高，工程机械多股涨停 一起来看下最新的市场情况及资讯。 1月23日早盘，A股三大指数集体高开，截至发稿，沪指涨0.27%，深成指涨0.40%，创业板指涨0.44%。 | 上证指数 | 深证成指 | | 北证50 | | --- | --- | --- | --- | | 4133.59 | 14383.86 | | 1566.12 | | +11.02 +0.27% | +56.81 +0.40% | | +35.88 +2.34% | | 科创50 | 创业板指 | | 万得全A | | 1535.00 | 3343.23 | | 6863.54 | | -6.63 -0.43% | +14.58 +0.44% | | +36.49 +0.53% | | 沪深300 | 中证500 | | 中证A500 | | 4728.33 | 8469.24 | | 5935.87 | | +4.62 +0.10% | +81.65 +0.97% | | +24.09 +0.41% | | 中证1000 | 深证100 | | 中证红利 | | 8389.97 | 5928.95 | | 5623.9 ...

Group 1 - Tesla's stock price rose by 3.07% on December 17, 2025, closing at $489.88, marking a record high since its IPO, with a market value increase of $48.5 billion, reaching $1.63 trillion, nearly double the total market value of all listed automotive manufacturers in China [2] - The stock price surge is attributed to positive market expectations regarding Tesla's advancements in autonomous driving technology and optimistic signals from multiple investment institutions [2] - Tesla has initiated fully autonomous vehicle testing without human drivers in Austin, Texas, seen as a crucial step towards its long-term strategy of upgrading existing electric vehicles to robotaxi services, which is considered a core growth point for the company [2] Group 2 - Mizuho Securities raised Tesla's target price from $475 to $530 while maintaining a "buy" rating, reflecting positive sentiment in the market [2] - Morgan Stanley's analysis indicates that as autonomous driving safety improves and the Cybercab model is expected to begin production in April 2026, Tesla's fleet of autonomous vehicles could expand from a minimal operational base to approximately 1,000 vehicles [2] - Tesla's stock has experienced significant volatility this year, with a 36% drop in Q1, but has since recovered, resulting in a year-to-date increase of 21%, positioning the company as the seventh largest publicly traded company globally [3] Group 3 - As Tesla's stock price increases, CEO Elon Musk's net worth has also risen, nearing $684 billion, significantly ahead of other billionaires and approaching the trillion-dollar mark [3]

Group 1: Market Overview - Major U.S. stock index futures are experiencing slight declines, with Dow futures down 0.09%, S&P 500 futures down 0.06%, and Nasdaq futures down 0.31% [1] - Morgan Stanley suggests that the adjustment in the U.S. stock market is nearing its end, despite a 5% pullback in the S&P 500 index, as two-thirds of the top 1000 companies have seen declines exceeding 10% [2][4] Group 2: Chinese Stocks Performance - Chinese concept stocks show mixed results, with NIO rising nearly 8% after reporting Q3 revenue of 21.79 billion yuan, a year-on-year increase of 16.7% and a quarter-on-quarter increase of 14.7%, setting a new historical high [1] - Alibaba's stock increased by 3.39% following the release of its Q2 FY2026 earnings report, which showed revenue of 247.795 billion yuan, exceeding market expectations with a year-on-year growth of 15% [1] Group 3: Corporate Developments - Citigroup raised the target price for Gap from $23 to $25 while maintaining a "neutral" rating [2] - Google shares rose over 2% as the company begins selling TPU chip solutions to major clients like Meta, expanding its AI chip market beyond cloud rental services [3] - SanDisk is set to join the S&P 500 index on November 28, leading to a nearly 3% increase in its stock price [3] Group 4: Economic Indicators and Predictions - The probability of a 25 basis point rate cut by the Federal Reserve in December has surged to 80.9%, up from 50.1% a week prior, following supportive comments from Fed officials [2][4] - The third-quarter revenue for Pony.ai increased by 72% year-on-year, reaching $25.4 million, with its Robotaxi business generating 47.7 million yuan, a year-on-year growth of 89.5% [3] Group 5: Regulatory Issues - Poland has initiated an antitrust investigation against Apple regarding its App Tracking Transparency (ATT) policy, which may restrict third-party apps' ability to collect user data for personalized advertising, potentially leading to fines of up to 10% of Apple's annual revenue in Poland [4]

Core Insights - Jinglin Asset's overall holdings have increased to $4.44 billion, a significant rise of over 50% compared to the previous quarter, with a total of 30 stocks in its portfolio [1][2] Holdings Overview - The top ten holdings of Jinglin Asset include META, NetEase, NVIDIA, Pinduoduo, Google-A, Manbang, Futu Holdings, Alibaba, Nebius Group, and Qifu Technology, with Chinese stocks making up a substantial portion [2] - The firm has expressed strong optimism about China's future development, citing competitive advantages in cost efficiency, talent reserves, and industry chain collaboration [2] Investment Strategy - Jinglin Asset has notably increased its investment in technology stocks, with a 277% increase in NVIDIA holdings, raising its market value to $444 million, making it the third-largest holding [2] - The firm has also increased its stake in Google-A by 852% [2] - Alibaba saw an 81% increase in holdings, with 843,400 shares valued at $151 million, driven by strong revenue growth and a significant rise in stock price [3] Additional Investments - The firm has made substantial investments in Atour, increasing its holdings by nearly tenfold, and has also built a significant position in WeRide, with 2.68 million shares [3] - WeRide is recognized as a leading player in China's autonomous driving sector, with a notable revenue increase in its Robotaxi business [3] Reductions in Holdings - Jinglin Asset has significantly reduced its holdings in Futu Holdings, Beike, NetEase, and Intel, with Futu Holdings seeing a 34.94% decrease [4] - The firm has completely divested from seven stocks, including Microsoft and Daqo New Energy [4]

Group 1 - The core viewpoint of the articles is that Xiaoma Zhixing has successfully listed on the Hong Kong Stock Exchange, establishing a dual listing structure with its upcoming NASDAQ listing, which enhances its market presence and investor base [1][2] - Xiaoma Zhixing's IPO raised approximately HKD 7.7 billion, with around 48.25 million shares issued at an offering price of HKD 139 per share [1] - The net proceeds from the IPO will be used for the large-scale commercialization of L4 autonomous driving technology, covering business development, production, sales and marketing, customer service, and collaborations with industry participants [1] Group 2 - Since its establishment, Xiaoma Zhixing has focused on developing L4-level autonomous driving technology, particularly in the autonomous ride-hailing service sector [2] - The company also offers autonomous truck services and technology licensing, demonstrating the adaptability and scalability of L4 autonomous driving technology across different commercial scenarios [2] - Xiaoma Zhixing's Robotaxi fleet has surpassed 720 vehicles, indicating significant growth in its operational capacity [2]

Core Insights - Pony AI Inc. has successfully passed the Hong Kong Stock Exchange hearing and disclosed post-hearing information, with Goldman Sachs, Bank of America, Deutsche Bank, and Huatai International serving as joint sponsors [1] - The China Securities Regulatory Commission issued a notice on October 14 regarding Pony AI's overseas issuance and listing, indicating plans to issue up to 102,146,500 ordinary shares for listing on the Hong Kong Stock Exchange [3] - Pony AI plans to list on NASDAQ on November 27, 2024, raising $260 million (approximately 1.845 billion RMB) and has directed a private placement of $153.4 million in Class A ordinary shares to four investors [3] - The company's revenue is projected to grow significantly, with a 43.3% year-on-year increase in the first half of 2025, reaching $35.43 million (approximately 251 million RMB) [3] - Revenue from the Robotaxi business is expected to surge by 178.8% year-on-year in the first half of 2025, amounting to $3.256 million (approximately 23.1 million RMB) [3] Business Expansion Activities - Pony AI has been actively expanding its business internationally, obtaining a license from the Luxembourg Ministry of Transport and Public Works in March [4] - On September 20, Pony AI announced a partnership with ComfortDelGro, a Singaporean transport operator, to deploy autonomous vehicles and related services in Singapore [4] - The company received a permit for autonomous driving road tests in Dubai on September 26 [4] - On October 17, Pony AI signed a memorandum of understanding with Stellantis Group [4]

Group 1 - Pony.ai has officially passed the hearing for listing on the Hong Kong Stock Exchange and is set to enter the Hong Kong market, with the approval from the China Securities Regulatory Commission for its listing application on October 14, proposing to issue no more than 102 million ordinary shares [1] - According to Pony.ai's PHIP version prospectus, the company's revenue is expected to continue expanding from 2022 to 2024, with a notable growth rate of 43.3% in the first half of 2025, reaching $35.43 million (approximately 254 million RMB) [3] - The Robotaxi business revenue is projected to show strong growth in the first half of 2025, reaching $3.256 million (approximately 23.32 million RMB), with a year-on-year increase of 178.8%, and passenger fare revenue experiencing a staggering increase of approximately 800% and over 300% in the first and second quarters of 2025, respectively [3] Group 2 - On October 17, Stellantis Group and Pony.ai signed a non-binding memorandum of understanding aimed at accelerating the development and deployment of autonomous vehicle solutions in Europe [5] - The collaboration will integrate Pony.ai's advanced autonomous driving software with Stellantis Group's electric medium van (K0) AV-Ready platform to provide safe, scalable, and efficient urban mobility solutions [6] - The initial focus of the partnership will be on deploying test vehicles based on the Peugeot e-TRAVELLER model in Luxembourg, with plans to gradually promote them in European cities starting in 2026, emphasizing safety, performance, and regulatory readiness during real-world road tests [6]