Teslafly personal page - To The Moon

Teslafly

Teslafly

Believe Tesla

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2022-11-05

$特斯拉(TSLA)$

2022-11-03

$特斯拉(TSLA)$

2022-11-01

$特斯拉(TSLA)$

2022-05-06

$特斯拉(TSLA)$870

2022-05-06

$特斯拉(TSLA)$downtrend

2022-04-29

$Tesla Motors(TSLA)$Wait 820 to buy back

2022-04-29

$Tesla Motors(TSLA)$Is Time sold n take profit , elon will cash out for Twitter

2022-04-29

$Tesla Motors(TSLA)$Is it going up?

2022-04-28

$Tesla Motors(TSLA)$820 soon

2022-04-28

$Tesla Motors(TSLA)$Elon musk sold stock buy cocacola next

2022-04-28

$Tesla Motors(TSLA)$sold N run

2022-04-27

$Tesla Motors(TSLA)$Overvalued

2022-02-09

$特斯拉(TSLA)$ready to fly guys? Like to fly🛫️

2022-02-09

$特斯拉(TSLA)$over the air recall only no so big problem trust Tesla 🛫️📈

2022-02-08

$特斯拉(TSLA)$believe Tesla just buy don't care othe thing

2022-02-08

$特斯拉(TSLA)$📈

[Investment Promotion Strategy] Tesla is expected to achieve autonomous driving this year; US-listed cloud computing companies exceed expectations – Global Industry Trends Tracking Weekly Report

2022-02-08

$特斯拉(TSLA)$📈📈📈👏🏻

Sorry, the original content has been removed

2022-02-08

$Tesla Motors(TSLA)$what happen?

2022-02-07

$Tesla Motors(TSLA)$Reload bullet buy in📈

2022-02-07

$Tesla Motors(TSLA)$Is a big V up to down so that means ready going up right everyone hold your seat let us fly to the moon

Go to Tiger App to see more news

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take profit , elon will cash out for Twitter","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060518460","isVote":1,"tweetType":1,"viewCount":4733,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060537826,"gmtCreate":1651164016077,"gmtModify":1676534862239,"author":{"id":"3571072915804759","authorId":"3571072915804759","name":"Teslafly","avatar":"https://static.tigerbbs.com/2ef8ffff1d2723faae58b04aeda30593","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571072915804759","idStr":"3571072915804759"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Is it going up?","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Is it going up?","text":"$Tesla Motors(TSLA)$Is it going 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run","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060250761","isVote":1,"tweetType":1,"viewCount":2493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060088164,"gmtCreate":1651070454121,"gmtModify":1676534844338,"author":{"id":"3571072915804759","authorId":"3571072915804759","name":"Teslafly","avatar":"https://static.tigerbbs.com/2ef8ffff1d2723faae58b04aeda30593","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571072915804759","idStr":"3571072915804759"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Overvalued&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Overvalued&nbsp;","text":"$Tesla Motors(TSLA)$Overvalued","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060088164","isVote":1,"tweetType":1,"viewCount":2273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096560321,"gmtCreate":1644421025516,"gmtModify":1676533924233,"author":{"id":"3571072915804759","authorId":"3571072915804759","name":"Teslafly","avatar":"https://static.tigerbbs.com/2ef8ffff1d2723faae58b04aeda30593","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571072915804759","idStr":"3571072915804759"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>ready to fly guys? Like to fly🛫️","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>ready to fly guys? Like to fly🛫️","text":"$特斯拉(TSLA)$ready to fly guys? Like to fly🛫️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096560321","isVote":1,"tweetType":1,"viewCount":1418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096275036,"gmtCreate":1644413048072,"gmtModify":1676533922655,"author":{"id":"3571072915804759","authorId":"3571072915804759","name":"Teslafly","avatar":"https://static.tigerbbs.com/2ef8ffff1d2723faae58b04aeda30593","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571072915804759","idStr":"3571072915804759"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>over the air recall only no so big problem trust Tesla 🛫️📈","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>over the air recall only no so big problem trust Tesla 🛫️📈","text":"$特斯拉(TSLA)$over the air recall only no so big problem trust Tesla 🛫️📈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9096275036","isVote":1,"tweetType":1,"viewCount":2473,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4094614900218150","authorId":"4094614900218150","name":"Kelvinng99","avatar":"https://static.tigerbbs.com/6f0b505402e17daf388e3149b6492ec1","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"4094614900218150","idStr":"4094614900218150"},"content":"Not any big problem , just like you update your phone app. 😂","text":"Not any big problem , just like you update your phone app. 😂","html":"Not any big problem , just like you update your phone app. 😂"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096163217,"gmtCreate":1644331799415,"gmtModify":1676533913523,"author":{"id":"3571072915804759","authorId":"3571072915804759","name":"Teslafly","avatar":"https://static.tigerbbs.com/2ef8ffff1d2723faae58b04aeda30593","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571072915804759","idStr":"3571072915804759"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>believe Tesla just buy don't care othe thing","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>believe Tesla just buy don't care othe thing","text":"$特斯拉(TSLA)$believe Tesla just buy don't care othe thing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096163217","isVote":1,"tweetType":1,"viewCount":3299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096117182,"gmtCreate":1644329501796,"gmtModify":1676533913141,"author":{"id":"3571072915804759","authorId":"3571072915804759","name":"Teslafly","avatar":"https://static.tigerbbs.com/2ef8ffff1d2723faae58b04aeda30593","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571072915804759","idStr":"3571072915804759"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>📈","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>📈","text":"$特斯拉(TSLA)$📈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096117182","repostId":"2209146586","repostType":2,"repost":{"id":"2209146586","kind":"news","pubTimestamp":1644325022,"share":"https://ttm.financial/m/news/2209146586?lang=en_US&edition=fundamental","pubTime":"2022-02-08 20:57","market":"hk","language":"zh","title":"[Investment Promotion Strategy] Tesla is expected to achieve autonomous driving this year; US-listed cloud computing companies exceed expectations – Global Industry Trends Tracking Weekly Report","url":"https://stock-news.laohu8.com/highlight/detail?id=2209146586","media":"市场资讯","summary":"美国债务方面，美国财政部数据称，截至1月31日，美国债务总额首次突破30万亿美元大关。部分造车新势力公布了1月电动车销量数据，整体来讲超出市场预期。马斯克预计特斯拉汽车将在今年实现完全自动驾驶功能。近期美股四季报陆续发布，多家云计算公司业绩超出市场预期。市场主要关注美联储加息、美国债务、美国就业数据、乌克兰局势以及全球疫情与疫苗接种。受此影响，美债十年期收益率攀升，美元指数上行。","content":"<p><html><body><font>Global stock markets have fallen more than they rose in the past two weeks. The Federal Reserve's January interest rate meeting released a more hawkish signal, and rate hike in March is almost a foregone conclusion. In addition, the Bank of England continued its rate hike and initiated a shrinking balance sheet, and the European Central Bank's statement also took a hawkish turn. In terms of industry trends, some emerging electric vehicle manufacturers released their January electric vehicle sales data, which generally exceeded market expectations. Electric vehicle sales in overseas markets generally met market expectations. During the fourth-quarter earnings call, Musk predicted<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Cars will achieve fully autonomous driving functionality this year. Recently, US stocks have released their fourth-quarter earnings reports one after another, with many cloud computing companies exceeding market expectations.</font></p><p><font><font>[Global Stock Market Performance]</font></font><font>Global stock markets have fallen more than they rose in the past two weeks. In the U.S. stock market, the Dow Jones Industrial Average, Nasdaq Composite, and S&P 500 rose by 2.1%, 1.2%, and 1.7%, respectively. The market is mainly focused on Federal Reserve rate hike, US debt, US employment data, the situation in Ukraine, as well as the global pandemic and vaccination. Regarding Federal Reserve rate hike,</font>The Federal Reserve's January policy meeting released a more hawkish signal, and the March rate hike is almost a foregone conclusion. The statements that \"rate hike at every policy meeting cannot be ruled out\" and \"rate hike will begin sometime after shrinking balance sheet\" exceeded market expectations. In addition, the Bank of England continued its rate hike and initiated a shrinking balance sheet, and the European Central Bank's statement also took a hawkish turn.<font>Regarding US debt,</font>According to data from the U.S. Treasury Department, as of January 31, the total U.S. debt exceeded $30 trillion for the first time.<font>Regarding US employment data,</font>The number of non-farm payrolls in the United States increased by 467,000 in January, the largest increase since October last year, exceeding market expectations.<font>Regarding the situation in Ukraine</font>On January 27, Russia and Ukraine agreed to \"unconditionally\" abide by a permanent ceasefire agreement in eastern Ukraine, and talks resumed two weeks later. On January 29, British Prime Minister Johnson announced that Britain was prepared to provide NATO with a \"major military deployment\" in Europe, including troops, weapons, and warships. On February 8, the United States once again exaggerated the risk of a Russia-Ukraine war, with Biden threatening to halt the Nord Stream 2 natural gas project from Russia to Europe.<font>Regarding the global pandemic and vaccination,</font>Currently, vaccination rates in Europe and the United States are rising rapidly. The countries with the highest number of new cases in the past two weeks are the United States, Brazil, Germany, and Russia. In addition, Japan has seen a surge in new cases.<font>In terms of industry performance</font>The energy and financial sectors performed relatively well, while the information technology and daily consumer sectors performed relatively poorly.<font>Regarding stocks with unusual movements</font>Among the companies with a market capitalization of over $20 billion that have surged in the past two weeks, the financial, information technology, and energy sectors are the most common. Among the companies with a market capitalization of over $20 billion that have led the decline in the past two weeks, the information technology sector is the most common.</p><p><font><font>[Global Industry Trends]</font></font><font>Trend 1: New energy vehicles.</font>Some emerging electric vehicle manufacturers released their January electric vehicle sales data, which generally exceeded market expectations. Electric vehicle sales in overseas markets generally met market expectations.<font>Trend 2: Autonomous driving.</font>Musk expects Tesla cars to achieve full self-driving capabilities this year. Looking ahead to 2022, sensors, represented by cameras and LiDAR, and<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The cockpit may experience a major beta trend.<font>Trend 3: Cloud computing.</font>Cloud computing is crucial for enabling remote workforce and digital interaction during the pandemic. Recently, US stocks have released their fourth-quarter earnings reports one after another, with many cloud computing companies exceeding market expectations.</p><p><font><font>[Important Information]</font></font><font><a href=\"https://laohu8.com/S/AAPL\">Apple</a>：</font>Apple's quarterly revenue reached a record high of $123.9 billion, and the company sees huge potential in metaverse and will make \"corresponding investments\" in it.<font>Axiom Space:</font>The first private manned space mission, Ax-1, has been approved, and four space tourists will travel to the International Space Station aboard a manned spacecraft for a 10-day space trip.<font><a href=\"https://laohu8.com/S/SNE\">Sony</a>：</font><a href=\"https://laohu8.com/S/SONY\">Sony</a>Interactive Entertainment (SIE) announced the acquisition of game maker Bungie for $3.6 billion. Upon completion of the transaction, Bungie will become an \"independent subsidiary\" of SIE.</p><p><font><font><font>[Industry Trend Focus and Recommendations]</font></font></font><font><font>From a medium- to long-term perspective, we currently recommend focusing on the rise of the entire carbon neutrality industry chain (photovoltaics, wind power, energy storage, hydrogen energy, etc.) under global attention, the increasing penetration rate of electric intelligent vehicles under the major trend of electrification and intelligentization, and industrial trends such as the metaverse, intelligent manufacturing, cloud computing, and self-reliance and controllability.</font></font></p><p><font>[Risk Warning] The individual stocks mentioned in this report only indicate a certain relevance to the relevant theme and do not constitute individual stock investment advice.</font></p><p><font>Table of Contents</font></p><p><div><img src=\"http://k.sinaimg.cn/n/spider20220208/639/w1080h359/20220208/c72a-071c4f6173c0a2b1d98defad4a8bb685.png/w720fin.jpg\"/></div><font>01</font></p><p><font>Core Focus and Investment</font></p><p>Over the past two weeks, the A-share sector indices with the highest gains have been: infrastructure, wind power, and oil and gas.</p><p><div><img src=\"http://k.sinaimg.cn/n/spider20220208/71/w1071h600/20220208/dd88-6797665df3d89c52cfddfb408496528d.png/w720fin.jpg\"/></div><font>Notable industry trends in overseas markets over the past two weeks and this week are as follows:</font></p><p><font>1. New energy vehicles</font></p><p>During the Spring Festival, some emerging electric vehicle manufacturers released their January electric vehicle sales data, including...<a href=\"https://laohu8.com/S/NIO\">Nio</a>9,652 vehicles were delivered in January, a year-on-year increase of 34%; XPeng delivered 12,922 vehicles, a year-on-year increase of 115%; Li Auto delivered 12,268 vehicles, up 128% year-on-year. Among other automakers, Nezha delivered 11,009 vehicles, a year-on-year increase of 402%;<a href=\"https://laohu8.com/S/002594\">BYD</a>Sales of new energy passenger vehicles reached 92,926 units, unchanged from the previous month. Overall, electric vehicle sales by major emerging car manufacturers in January exceeded market expectations.</p><p>Similarly, overall electric vehicle sales in overseas markets also met market expectations. In Europe, the seven European countries sold a total of 114,000 new energy vehicles in January, a year-on-year increase of 30%, with a penetration rate of 19%. In January, U.S. sales of new energy vehicles reached 62,000 units, a year-on-year increase of 75%, with a penetration rate of 6.2%.</p><p>Considering that the relevant industry chain had already undergone significant adjustments before the holiday and that the industry fundamentals were still undergoing positive changes, investors are advised to pay attention to the rebound in the electric vehicle industry chain after the holiday. In the long run, with the general trend of electric and intelligent vehicles, there are many long-term investment opportunities in the industry chain.</p><p><font>2. Autonomous driving</font></p><p>At Tesla's Q4 earnings call, Musk said he expects Tesla cars to achieve full self-driving capabilities this year. Over time, fully autonomous driving will become Tesla's most important source of revenue. If autonomous driving can be applied to taxis, the profits will be insane from a financial perspective.</p><p>In 2021, multiple factors, including policy support, the increased volume of electric vehicles, and changes in electronic and electrical architecture, laid the foundation for the popularization of intelligent driving. Looking ahead to 2022, the wave of electrification is expected to usher in a golden cycle for the development of intelligent automobiles. With the release of new models, sensors such as cameras and LiDAR, as well as smart cockpits, may see a major beta trend.</p><p><font>3. Cloud computing</font></p><p>Cloud-based tools and resources will play an important role in the way businesses operate. Cloud computing is crucial for enabling remote workforce and digital interaction during the pandemic. Recently, US stocks have released their fourth-quarter earnings reports one after another, with many cloud computing companies exceeding market expectations.</p><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>The company released its financial report for the second fiscal quarter of 2022. The report shows that Microsoft's revenue for the second fiscal quarter was $51.728 billion, a 20% year-over-year increase; Net profit was $18.765 billion, a year-on-year increase of 21%. Microsoft's intelligent cloud division (including server products such as Azure public cloud, GitHub, and Windows server) generated $18.33 billion in revenue, an increase of 25.5%, slightly higher than market expectations.</p><p><a href=\"https://laohu8.com/S/GOOG\">Google</a>According to the financial report of its parent company Alphabet, Google's cloud computing business generated revenue of $5.541 billion in the fourth quarter of last year, a year-on-year increase of 44%. The proportion of cloud computing business in Alphabet's overall revenue increased from 6.7% in 2020 to 7.36% in 2021.</p><p>Google's financial report shows that in the fourth quarter of 2021, AWS revenue reached $17.8 billion, a year-on-year increase of 40%. The main reason for the revenue growth is the user growth brought about by economic recovery, product updates, and channel upgrades.</p><p><div><img src=\"http://k.sinaimg.cn/n/spider20220208/657/w1080h377/20220208/84ed-ebda88e2df97984aff8a9a41b34bf7f4.png/w720fin.jpg\"/></div><font>Investment Recommendation: From a medium- to long-term perspective, we currently recommend focusing on the rise of the entire carbon neutrality industry chain (photovoltaics, wind power, energy storage, hydrogen energy, etc.) under global attention, the increasing penetration rate of electric intelligent vehicles under the major trend of electrification and intelligentization, and industrial trends such as the metaverse, intelligent manufacturing, cloud computing, and self-reliance and controllability.</font></p><p><font>02</font></p><p><font>Global Observation: Overseas Market Tracking</font></p><p><font>1. Global asset class performance</font></p><p><font>Global stock markets have fallen more than they rose in the past two weeks. In the U.S. stock market, the Dow Jones Industrial Average, Nasdaq Composite, and S&P 500 rose by 2.1%, 1.2%, and 1.7%, respectively. The market is mainly focused on Federal Reserve rate hike, US debt, US employment data, the situation in Ukraine, as well as the global pandemic and vaccination. Regarding Federal Reserve rate hike,</font>The Federal Reserve's January policy meeting released a more hawkish signal, and the March rate hike is almost a foregone conclusion. The statements that \"rate hike at every policy meeting cannot be ruled out\" and \"rate hike will begin sometime after shrinking balance sheet\" exceeded market expectations. As a result, the yield on 10-year US Treasury bonds climbed, and the US Dollar Index rose. In addition, the Bank of England continued its rate hike and initiated a shrinking balance sheet, and the European Central Bank's statement also took a hawkish turn.<font>Regarding US debt,</font>According to data from the U.S. Treasury Department, as of January 31, the total U.S. debt exceeded $30 trillion for the first time, a record high, an increase of nearly $7 trillion compared to the end of January 2020. Of this, public debt is approximately $23.5 trillion, and intergovernmental debt is approximately $6.5 trillion.<font>Regarding US employment data,</font>U.S. non-farm payrolls increased by 467,000 in January, the largest increase since October last year, compared to an estimated 150,000 and a previous reading of 199,000, exceeding market expectations. The U.S. Bureau of Labor said jobs increased in the leisure and hospitality, professional and service, retail, transportation, and warehousing industries.<font>Regarding the situation in Ukraine</font>On January 27, Russia and Ukraine agreed to \"unconditionally\" abide by a permanent ceasefire agreement in eastern Ukraine, and talks resumed two weeks later. On January 29, British Prime Minister Johnson announced that Britain was prepared to provide NATO with a \"major military deployment\" in Europe, including troops, weapons, and warships. On February 7, the first batch of elite U.S. reinforcements arrived in Poland, and more troops may be deployed in Eastern Europe in the coming days. On February 8, the United States once again exaggerated the risk of a Russia-Ukraine war, with Biden threatening to halt the Nord Stream 2 natural gas project from Russia to Europe.<font>Regarding the global pandemic and vaccination,</font>Brazil has discovered the first case of the BA.2 subvariant of the Omeprone strain. Studies have shown that the BA.2 subvariant may be more infectious than the original virus, but there is no indication that the BA.2 subvariant causes more severe disease. Currently, vaccination rates in Europe and the United States are rising rapidly, with 73.7%, 76.6%, 71.2%, and 63.9% of the population in Germany, France, the United Kingdom, and the United States being fully vaccinated, respectively. The countries with the highest number of new cases in the past two weeks are the United States, Brazil, Germany, and Russia. In addition, Japan has seen a surge in new cases.</p><p><font>European stock markets generally rose, with the FTSE 100, France's CAC40, Germany's DAX, and Italy's indices rising 3.8%, 3.3%, 1.3%, and 1.3%, respectively.</font>The Eurozone's reconciled CPI rose 5.1% year-on-year in January, while the GDP of 19 countries grew by 0.3% quarter-on-quarter in the fourth quarter of 2021. The European Central Bank kept its three major interest rates unchanged and reiterated its planned pace of tapering bond purchases this year.<font>The Nikkei 225 index fell 1.2%.</font></p><p><div><img src=\"http://k.sinaimg.cn/n/spider20220208/700/w1080h420/20220208/40ef-66c077cc0ec923e028d5e4d2b7f384d4.png/w720fin.jpg\"/></div><div><img src=\"http://k.sinaimg.cn/n/spider20220208/769/w1080h489/20220208/0e9b-09904596ef19472f5cb252c10b595320.png/w720fin.jpg\"/></div><font>Over the past two weeks, more commodities have risen than fallen, with crude oil surging, precious metals falling, and industrial metals rising more than falling.<a href=\"https://laohu8.com/S/000061\">agricultural products</a>The price fluctuated. The U.S. 10-year Treasury Bond yield rose 14 basis points to 1.93%.</font></p><p><font>Regarding crude oil,</font>Over the past two weeks, Brent crude oil and WTI crude oil have risen by 7.7% and 8.1% respectively, and are currently rising to $93 and $90 per barrel. The main reason is that geopolitical tensions have heightened expectations of global supply disruptions, coupled with the impact of cold weather in the United States.<font>Precious metals have fallen over the past two weeks.</font>Gold and silver prices fell by 1.1% and 3.3%, respectively. Gold and silver have become less attractive as central banks in many countries have raised interest rates, pushing up bond yields.<font>More industrial metals rose than fell.</font>Aluminum, copper, nickel, and zinc rose 3.5%, 1.3%, 4.4%, and 1.2% respectively, while lead fell 6.6%.<font>Agricultural product prices fluctuated.</font>Rice and soybeans rose 3.3% and 13.0% respectively, while ICE11 sugar and wheat fell 4.1% and 3.8% respectively. Affected by drought in soybean-producing areas of Brazil and Argentina, market concerns about expected reductions in South American soybean production in the new year have intensified, pushing up soybean prices.<font>The yield on 10-year U.S. Treasury bonds rose 14 basis points to 1.93%.</font>the US Dollar Index fell 0.5% to 95%, and the yuan depreciated 0.41% against the US dollar. The current central parity rate of the yuan against the US dollar is 6.36.</p><p><div><img src=\"http://k.sinaimg.cn/n/spider20220208/695/w1080h415/20220208/3a64-50c6245b9535fc6f2431d6db70a7a947.png/w720fin.jpg\"/></div><font>2. Global stock market and industry performance</font></p><p><font>Global stock markets have been mixed over the past two weeks, with energy and finance sectors performing relatively well, while information technology and consumer goods sectors have performed relatively poorly.</font></p><p>Specifically,<font>Regarding US stocks,</font>The energy sector surged, while the finance, information technology, and healthcare sectors performed well, while the telecommunications services, materials, industrial, and real estate sectors performed poorly.<font>In European stocks,</font>Except for the public utilities, consumer goods, and information technology sectors, which declined while the materials sector remained unchanged, all other sectors rose, with the energy and financial sectors performing particularly well.<font>In the UK stock market,</font>The energy, finance, and telecommunications services sectors performed well, while the information technology, daily consumer goods, and public utilities sectors performed poorly.<font>In the Japanese stock market,</font>The financial, energy, and telecommunications services sectors saw significant gains, while the information technology, industrial, and public utilities sectors experienced significant declines.<font>Regarding Hong Kong stocks,</font>Except for the telecommunications services, energy, finance, and industrial sectors, which rose, all other sectors declined, with the healthcare, consumer discretionary, and daily consumer sectors experiencing the largest declines.<font>In the A-share market,</font>All sectors declined, with the information technology, healthcare, and telecommunications services sectors experiencing the largest drops.</p><p><div><img src=\"http://k.sinaimg.cn/n/spider20220208/732/w1080h452/20220208/7420-15953704fb256088f38e99a25476cb44.png/w720fin.jpg\"/></div><div><img src=\"http://k.sinaimg.cn/n/spider20220208/705/w1080h425/20220208/76ed-6f66826f6f3e0d69abb868d32e6eb73e.png/w720fin.jpg\"/></div><font>3. A Brief Analysis of Global Strong Stocks and Stocks with Unusual Movements</font></p><p>Among the companies with a market capitalization of over $20 billion that have surged in the past two weeks, the financial, information technology, and energy sectors are the most common. Among the companies with a market capitalization of over $20 billion that have led the decline in the past two weeks, the information technology sector is the most common.</p><p><font>Brief Analysis of Abnormal Stocks</font></p><p><font>【<a href=\"https://laohu8.com/S/ERIC\">Ericsson</a>】</font>Ericsson reported net sales of 71.3 billion Swedish kronor in the fourth quarter of 2021, a 3% increase year-on-year; Net profit was 10.1 billion Swedish kronor, up 41% year-on-year. Ericsson rose 15.6% in the past two weeks.</p><p><font>[BioNTech]</font>On January 26, BioNTech plans to expand its vaccine factory in Germany. BioNTech plans to add 250 jobs to its existing workforce, increasing its workforce by 50%. February 1st,<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>The COVID-19 vaccine provided by BioNTech for children under 5 years old is expected to be launched at the end of February. BioNTech rose 14.5% in the past two weeks.</p><p><div><img src=\"http://k.sinaimg.cn/n/spider20220208/213/w1080h733/20220208/9e3d-7dd806112dcbeeb39b3975297158072d.png/w720fin.jpg\"/></div><div><img src=\"http://k.sinaimg.cn/n/spider20220208/140/w1080h660/20220208/7c81-17fe2be8d9d8985c57a2ffc480f595ff.png/w720fin.jpg\"/></div><font>03</font></p><p><font>Important News Express</font></p><p><font>1. Industrial policy and news</font></p><p><font><font>（1）</font></font><font><font>UK new car sales rose 25% in January, with electric vehicles doubling in value. ☆ ☆ ☆</font></font></p><p>On February 4, preliminary data released by the Society of Motor Manufacturers and Dealers (SMMT) showed that new car registrations in the UK surged 25% month-on-month in January, the biggest rebound in seven months, thanks to a surge in demand for electric vehicles. Data shows that one-fifth of new car sales in January were battery-powered vehicles, with sales of pure electric vehicles more than doubling and sales of plug-in hybrid vehicles increasing by 47%. In January 2022, the UK car market outperformed the same period last year. This is the largest monthly sales increase since June 2021, far exceeding Germany's 8% increase and France's 19% decline. In a statement, SMMT CEO Mike Hawes said, \"Despite the impact of pandemic lockdowns in January 2021, the market strength is encouraging. Despite headwinds such as chip shortages, rising inflation, and cost-of-living squeezes, electric vehicles have once again driven growth.\" However, given that cost-of-living inflation and higher interest rates are expected to put pressure on demand, SMMT has lowered its 2022 vehicle sales forecast from 1.96 million units to 1.9 million units. Currently, British households are struggling to cope with soaring energy prices and facing the biggest income squeeze in three decades, prompting the country's central bank to raise interest rates to control runaway inflation. Overall, car registrations in the UK rose only slightly by 1% to 1.65 million vehicles in 2021 due to ongoing supply chain disruptions.</p><p><font>（2）</font><font><font>Several new energy vehicle companies showed an upward trend in January delivery data. ☆ ☆ ☆</font></font></p><p>BYD sold 93,168 new energy vehicles in January, a year-on-year increase of 361.73%.<a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>12,922 vehicles were delivered, a year-on-year increase of 115%. Among them, the deliveries of the XPeng P7, XPeng P5, and XPeng G3 were 6,707, 4,029, and 2,186 units respectively.<a href=\"https://laohu8.com/S/LI\">Li Auto</a>12,268 Li Auto ONE vehicles were delivered, representing a year-on-year increase of 128.1%. Nio delivered 9,652 smart electric vehicles, a year-on-year increase of 33.6%. Nio has many models on sale, including the Nio ES6, Nio ET5, Nio ES8, Nio ET7, and Nio EC6. Nezha Auto delivered 11,009 vehicles in January, a year-on-year increase of 402%. Leapmotor delivered 8,085 new cars in January, a year-on-year increase of 434%. Jike delivered 3,530 ZEEKR 001 units in January, and its cumulative sales reached 9,500 units in just 100 days. GAC AION continued its stable performance, with new car deliveries reaching 16,031 units, a year-on-year increase of 118%. Its AION S, AION LX, AION Y, and AION V models cover the sedan and SUV markets in the 100,000-400,000 yuan range.</p><p>(3) European and American governments have passed bills to support the development of semiconductor and other manufacturing industries. ☆ ☆ ☆</p><p>On February 4, the U.S. House of Representatives passed the Competition Act of 2022, which aims to enhance U.S. competitiveness and focus on developing high-tech manufacturing industries such as semiconductors. The bill includes $52 billion for the development of the semiconductor industry, of which $39 billion will be used to directly subsidize new semiconductor factories built in the United States, $6 billion will be used for factory loans and guarantees, and the remaining funds will be invested in chip technology research and development and other related work. In addition, a recent report released by the U.S. Department of Commerce shows that U.S. companies typically maintained 40 days of critical chip inventory in 2019, but now the inventory has dropped to less than 5 days. Currently, extremely low inventories mean that a disruption to overseas production could paralyze the operations of American manufacturers. Currently, a shortage of computer chips is leading to rising prices for automobiles, electronics, and medical devices in the United States.</p><p>The EU plans to reach 20% of global chip production capacity by 2030. This also means that its semiconductor production capacity must reach four times its current level within eight years. To achieve this goal, European Commission President Ursula von der Leyen recently announced that the EU's first-ever chip bill will be launched this week. The EU plans to invest 42 billion euros (approximately US$48.1 billion) in the bill.</p><p><font><font>（4）</font></font><font><font>Apple's quarterly revenue reached a record high of $123.9 billion and it will make \"corresponding investments\" in metaverse. ☆ ☆ ☆</font></font></p><p>On January 28, Apple (AAPL.US) released its results for the first quarter of fiscal year 2022, ending December 25. Despite facing supply chain challenges and the impact of the COVID-19 pandemic, the company's Q1 revenue increased by 11% year-over-year to $123.9 billion, its highest single-quarter revenue ever. Apple's flagship iPhone generated $71.6 billion in revenue, a 9.2% year-over-year increase, exceeding Wall Street's expectations of $67.7 billion. The iPad brought in $7.25 billion in revenue, compared to market expectations of $8.1 billion. Thanks to strong sales of the App Store, Apple Music, and iCloud subscriptions, Apple's services revenue in the first quarter was $19.5 billion, a year-over-year increase of 24%, exceeding market expectations of $18.6 billion. Revenue from the wearable devices, home and accessories division was $14.7 billion, up 13% year-over-year, exceeding the average expectation of $14.2 billion. Mac's revenue was approximately $10.9 billion, a 25% year-over-year increase, exceeding market expectations of $9.5 billion. Apple CEO Tim Cook said that in terms of supply challenges, the situation in the December quarter was worse than in the September quarter, but he expects things to improve in the March quarter, with steady year-on-year revenue growth. He also stated that the company sees enormous potential in the metaverse, linking this to their current virtual reality (VR) and augmented reality (AR) projects, and indicating that they are making corresponding investments.</p><p><font>（5）</font><font><font>Tesla's earnings report will release multiple positive factors, indicating that it will achieve fully autonomous driving this year. ☆ ☆</font></font></p><p>Tesla's revenue for the fourth quarter of 2021 was $17.72 billion, a year-over-year increase of 65%, compared to market expectations of $16.408 billion and $10.744 billion in the same period last year; Net profit was $2.321 billion, a year-on-year increase of 760%, compared to market expectations of $1.926 billion and $270 million in the same period last year; Earnings per share were $2.05, compared to market expectations of $1.65 and $0.24 in the same period last year; Adjusted EPS was $2.54, compared to the expected $2.36. Musk stated that he expects deliveries to easily grow to over 50% in 2022, with the Fremont and Shanghai factories alone achieving a 50% increase in deliveries. Regarding autonomous driving, Musk has made it clear that Tesla will achieve full self-driving within this year. Tesla is producing Model Y vehicles equipped with 4680 batteries at its Austin plant, and the first batch of 4680 battery vehicles will be delivered this quarter. However, the first Model Y to roll off the production line at the Berlin Gigafactory in Germany will be equipped with a 2170 battery instead of a 4680 battery, which is also found in the Model 3. Drew Baglino, Tesla's senior vice president of powertrains, added that the 4680 battery will not be a limiting factor in 2022 production. In a statement, Tesla said, \"With the supply chain becoming a major constraint, our own factories have been operating below capacity for several consecutive quarters, and this could continue into 2022.\"</p><p><font>（6）</font><font><font>NASA has approved Axiom Space's first private manned Space mission, with four Space tourists embarking on a 10-day Space trip. ☆ ☆</font></font></p><p>On February 2 local time, NASA announced that NASA and its international partners have approved four Space tourists to participate in Axiom Space's first private manned Space mission, Ax-1. The mission is scheduled to launch on March 30 from Kennedy Space Center in Florida on a SpaceX Falcon 9 rocket. The four Space tourists will travel to the International Space Station aboard a manned spacecraft for a 10-day Space trip. This \"space tour\" includes former NASA astronaut Michael López-Alegría, American entrepreneur Larry Connor, Canadian investor Mark Pathy, and Israeli businessman Eytan Stibbe.</p><p><font>（7）</font><font><font>The new energy vehicle development plan has begun to show results; South Korea's electric vehicle registrations exceeded 100,000 for the first time last year. ☆ ☆</font></font></p><p>On February 2, data released by the South Korean Ministry of Land, Infrastructure and Transport showed that as of December 2021, South Korea...<a href=\"https://laohu8.com/S/600617\">Guoxin Energy</a>The number of cars on the road reached 1.159 million, an increase of 41.3% year-on-year. Specifically, the number of pure electric vehicles reached 231,000, an increase of 71.5%; The number of hybrid vehicles on the road reached 908,000, an increase of 34.7%; The number of hydrogen fuel cell vehicles reached 19,000, an increase of 77.9%. It is worth noting that the proportion of new energy vehicles in all motor vehicles in South Korea has been rising continuously since the end of 2014 (0.7%), reaching 4.7% by the end of 2021. Despite the impact of reduced automobile production caused by chip shortages last year, new car registrations decreased by 9% year-on-year to 1.743 million vehicles; However, electric vehicle registrations increased by 115% year-on-year, reaching 100,000 units. In early 2021, South Korea proposed the fourth phase of the new energy vehicle development plan (2021-2025). At the end of that year, South Korea again introduced relevant policies to accelerate the transition to green new energy vehicles. To achieve the goal of reaching 500,000 new energy vehicles, including electric vehicles and hydrogen fuel cell vehicles, by 2022, the South Korean government has allocated 2.4 trillion won to popularize new energy vehicles, which is expected to benefit 165,000 newly purchased new energy vehicles, with a subsidy of approximately 5 million won per vehicle.</p><p><font>（8）</font><font><font>The electric vehicle arms race intensifies: Ford adds $20 billion; Volkswagen's production in China exceeds one million units in 2023. ☆</font></font></p><p>On February 3, Volkswagen CEO Ralf Brandstaetter revealed: \"Thanks to the newly built Volkswagen Anhui plant, Volkswagen will be able to produce 1 million electric vehicles in China in 2023.\" Data shows that Volkswagen's ID. series electric vehicles sold approximately 70,000 units in China last year, with a sales target of 150,000 units this year. The day before, industry news broke that Ford was preparing to launch a plan called \"Ford+\"—to invest an additional $10 billion to $20 billion on top of its existing $30 billion investment in smart electric vehicles by 2025, in order to completely transform into a technology company. Corresponding to Ford's \"more\" investment is the recent release of its 2021 financial report.<a href=\"https://laohu8.com/S/GM\">general motors</a>\"Faster\". Financial reports show that General Motors' net profit reached $10 billion in 2021; Adjusted EBITDA reached $14.3 billion, with an adjusted EBITDA margin of 11.3%. Adjusted cash flow from the automotive business reached $2.6 billion. Looking ahead to 2022, General Motors expects operating profit of $13 billion to $15 billion, matching the record operating profit of $14.3 billion in 2021. General Motors plans to spend $9 billion to $10 billion annually this year and in the coming years. General Motors stated that it will consider accelerating the launch of electric vehicle products rather than pursuing higher profits.</p><p><font>（9）</font><font><font>Sony officially announced its $3.6 billion acquisition of game developer Bungie. ☆</font></font></p><p>On January 31, Sony Interactive Entertainment (SIE) announced its acquisition of game developer Bungie for $3.6 billion. Upon completion of the transaction, Bungie will become an \"independent subsidiary\" of SIE. Bungie is the developer of the multiplayer shooter series Destiny and Halo. Currently, the studio is committed to maintaining Destiny 2, expanding the Destiny series, and developing new IPs. Kenichiro Yoshida, Chairman, President and CEO of Sony Group, said, \"Bungie has created and maintained some of the world's most popular video game series, bringing millions of people together around the world by combining its values with its vision of sharing gaming experiences.\" Bungie Chairman and CEO Pete Parsons said, “We have found a fully supportive partner – SIE – with which we hope to accelerate the creation of meaningful entertainment experiences that transcend generations. Both Bungie and SIE believe that the gaming world is just the beginning. With SIE’s support, we will drive Bungie to become a global multimedia entertainment company dedicated to realizing our creative vision.” On its website, Bungie reiterated that the studio “still controls its own destiny,” hinting that its new title will not be an exclusive to Sony’s PlayStation.</p><p><font>（10）</font><font><font>Rivian, a rising star in the electric vehicle industry, has increased its production capacity several times over, potentially significantly benefiting domestic supply chain companies. ☆</font></font></p><p>According to sources, Rivian suspended production at its Illinois plant for a week this month to improve and adjust its manufacturing processes. We have now overcome production obstacles and increased the delivery volume of R1T electric vehicles to nearly 200 units per week. Rivian began limited production of the R1T electric pickup truck last August, and by the end of December last year, the average weekly production was 50 vehicles. Sources familiar with the matter said the factory's production capacity was unstable, with a significant decline last month due to the impact of COVID-19 and the supply chain. Rivian was founded in 2009 by R.J. Scaringe. It is headquartered in Irvine, California. Two models were released in 2018: the electric pickup truck R1T and the electric SUVR1S. Received in early 2019<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>The $700 million investment led by Ford and the $500 million investment from Ford have further accelerated the mass production and delivery of its products. After Rivian went public in the United States on November 10 last year, its market capitalization once surpassed Volkswagen to become the world's third-largest automaker. As of September 30, 2021, the company had received 48,000 pre-sale orders for its two models in North America and Canada. In addition, the company will launch the EDV, a pure electric logistics truck based on the RCV platform, in the future. This model has already received 100,000 orders from Amazon.</p><p><font>2. Global emerging industry trends and key company tracking</font></p><p><div><img src=\"http://k.sinaimg.cn/n/spider20220208/229/w1074h755/20220208/78c7-3c98872c36836c05c059e276dff6c5d4.png/w720fin.jpg\"/></div><div><img src=\"http://k.sinaimg.cn/n/spider20220208/198/w1069h729/20220208/457d-25766a2379ba3f17dc3b784cbdae8ea3.png/w720fin.jpg\"/></div><div><img src=\"http://k.sinaimg.cn/n/spider20220208/240/w1073h767/20220208/333f-37b049337b3a496203dd438dfdf2009f.png/w720fin.jpg\"/></div><div><img src=\"http://k.sinaimg.cn/n/spider20220208/245/w1070h775/20220208/64d8-9453502a431239ac68e6f7e3c50c66bd.png/w720fin.jpg\"/></div><div><img src=\"http://k.sinaimg.cn/n/spider20220208/202/w1070h732/20220208/846b-36fbda44cb3e4b8c037665d08608844b.png/w720fin.jpg\"/></div><div><img src=\"http://k.sinaimg.cn/n/spider20220208/75/w1069h606/20220208/015e-cefd5c6b00c6c5525cef86104746e2dc.png/w720fin.jpg\"/></div><comment></comment></body></html></p>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>[Investment Promotion Strategy] Tesla is expected to achieve autonomous driving this year; US-listed cloud computing companies exceed expectations – Global Industry Trends Tracking Weekly Report</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n[Investment Promotion Strategy] Tesla is expected to achieve autonomous driving this year; US-listed cloud computing companies exceed expectations – Global Industry Trends Tracking Weekly Report\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">市场资讯</strong><span class=\"h-time small\">2022-02-08 20:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><font>Global stock markets have fallen more than they rose in the past two weeks. The Federal Reserve's January interest rate meeting released a more hawkish signal, and rate hike in March is almost a foregone conclusion. In addition, the Bank of England continued its rate hike and initiated a shrinking balance sheet, and the European Central Bank's statement also took a hawkish turn. In terms of industry trends, some emerging electric vehicle manufacturers released their January electric vehicle sales data, which generally exceeded market expectations. Electric vehicle sales in overseas markets generally met market expectations. During the fourth-quarter earnings call, Musk predicted<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Cars will achieve fully autonomous driving functionality this year. Recently, US stocks have released their fourth-quarter earnings reports one after another, with many cloud computing companies exceeding market expectations.</font></p><p><font><font>[Global Stock Market Performance]</font></font><font>Global stock markets have fallen more than they rose in the past two weeks. In the U.S. stock market, the Dow Jones Industrial Average, Nasdaq Composite, and S&P 500 rose by 2.1%, 1.2%, and 1.7%, respectively. The market is mainly focused on Federal Reserve rate hike, US debt, US employment data, the situation in Ukraine, as well as the global pandemic and vaccination. Regarding Federal Reserve rate hike,</font>The Federal Reserve's January policy meeting released a more hawkish signal, and the March rate hike is almost a foregone conclusion. The statements that \"rate hike at every policy meeting cannot be ruled out\" and \"rate hike will begin sometime after shrinking balance sheet\" exceeded market expectations. In addition, the Bank of England continued its rate hike and initiated a shrinking balance sheet, and the European Central Bank's statement also took a hawkish turn.<font>Regarding US debt,</font>According to data from the U.S. Treasury Department, as of January 31, the total U.S. debt exceeded $30 trillion for the first time.<font>Regarding US employment data,</font>The number of non-farm payrolls in the United States increased by 467,000 in January, the largest increase since October last year, exceeding market expectations.<font>Regarding the situation in Ukraine</font>On January 27, Russia and Ukraine agreed to \"unconditionally\" abide by a permanent ceasefire agreement in eastern Ukraine, and talks resumed two weeks later. On January 29, British Prime Minister Johnson announced that Britain was prepared to provide NATO with a \"major military deployment\" in Europe, including troops, weapons, and warships. On February 8, the United States once again exaggerated the risk of a Russia-Ukraine war, with Biden threatening to halt the Nord Stream 2 natural gas project from Russia to Europe.<font>Regarding the global pandemic and vaccination,</font>Currently, vaccination rates in Europe and the United States are rising rapidly. The countries with the highest number of new cases in the past two weeks are the United States, Brazil, Germany, and Russia. In addition, Japan has seen a surge in new cases.<font>In terms of industry performance</font>The energy and financial sectors performed relatively well, while the information technology and daily consumer sectors performed relatively poorly.<font>Regarding stocks with unusual movements</font>Among the companies with a market capitalization of over $20 billion that have surged in the past two weeks, the financial, information technology, and energy sectors are the most common. Among the companies with a market capitalization of over $20 billion that have led the decline in the past two weeks, the information technology sector is the most common.</p><p><font><font>[Global Industry Trends]</font></font><font>Trend 1: New energy vehicles.</font>Some emerging electric vehicle manufacturers released their January electric vehicle sales data, which generally exceeded market expectations. Electric vehicle sales in overseas markets generally met market expectations.<font>Trend 2: Autonomous driving.</font>Musk expects Tesla cars to achieve full self-driving capabilities this year. Looking ahead to 2022, sensors, represented by cameras and LiDAR, and<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The cockpit may experience a major beta trend.<font>Trend 3: Cloud computing.</font>Cloud computing is crucial for enabling remote workforce and digital interaction during the pandemic. Recently, US stocks have released their fourth-quarter earnings reports one after another, with many cloud computing companies exceeding market expectations.</p><p><font><font>[Important Information]</font></font><font><a href=\"https://laohu8.com/S/AAPL\">Apple</a>：</font>Apple's quarterly revenue reached a record high of $123.9 billion, and the company sees huge potential in metaverse and will make \"corresponding investments\" in it.<font>Axiom Space:</font>The first private manned space mission, Ax-1, has been approved, and four space tourists will travel to the International Space Station aboard a manned spacecraft for a 10-day space trip.<font><a href=\"https://laohu8.com/S/SNE\">Sony</a>：</font><a href=\"https://laohu8.com/S/SONY\">Sony</a>Interactive Entertainment (SIE) announced the acquisition of game maker Bungie for $3.6 billion. Upon completion of the transaction, Bungie will become an \"independent subsidiary\" of SIE.</p><p><font><font><font>[Industry Trend Focus and Recommendations]</font></font></font><font><font>From a medium- to long-term perspective, we currently recommend focusing on the rise of the entire carbon neutrality industry chain (photovoltaics, wind power, energy storage, hydrogen energy, etc.) under global attention, the increasing penetration rate of electric intelligent vehicles under the major trend of electrification and intelligentization, and industrial trends such as the metaverse, intelligent manufacturing, cloud computing, and self-reliance and controllability.</font></font></p><p><font>[Risk Warning] The individual stocks mentioned in this report only indicate a certain relevance to the relevant theme and do not constitute individual stock investment advice.</font></p><p><font>Table of Contents</font></p><p><div><img src=\"http://k.sinaimg.cn/n/spider20220208/639/w1080h359/20220208/c72a-071c4f6173c0a2b1d98defad4a8bb685.png/w720fin.jpg\"/></div><font>01</font></p><p><font>Core Focus and Investment</font></p><p>Over the past two weeks, the A-share sector indices with the highest gains have been: infrastructure, wind power, and oil and gas.</p><p><div><img src=\"http://k.sinaimg.cn/n/spider20220208/71/w1071h600/20220208/dd88-6797665df3d89c52cfddfb408496528d.png/w720fin.jpg\"/></div><font>Notable industry trends in overseas markets over the past two weeks and this week are as follows:</font></p><p><font>1. New energy vehicles</font></p><p>During the Spring Festival, some emerging electric vehicle manufacturers released their January electric vehicle sales data, including...<a href=\"https://laohu8.com/S/NIO\">Nio</a>9,652 vehicles were delivered in January, a year-on-year increase of 34%; XPeng delivered 12,922 vehicles, a year-on-year increase of 115%; Li Auto delivered 12,268 vehicles, up 128% year-on-year. Among other automakers, Nezha delivered 11,009 vehicles, a year-on-year increase of 402%;<a href=\"https://laohu8.com/S/002594\">BYD</a>Sales of new energy passenger vehicles reached 92,926 units, unchanged from the previous month. Overall, electric vehicle sales by major emerging car manufacturers in January exceeded market expectations.</p><p>Similarly, overall electric vehicle sales in overseas markets also met market expectations. In Europe, the seven European countries sold a total of 114,000 new energy vehicles in January, a year-on-year increase of 30%, with a penetration rate of 19%. In January, U.S. sales of new energy vehicles reached 62,000 units, a year-on-year increase of 75%, with a penetration rate of 6.2%.</p><p>Considering that the relevant industry chain had already undergone significant adjustments before the holiday and that the industry fundamentals were still undergoing positive changes, investors are advised to pay attention to the rebound in the electric vehicle industry chain after the holiday. In the long run, with the general trend of electric and intelligent vehicles, there are many long-term investment opportunities in the industry chain.</p><p><font>2. Autonomous driving</font></p><p>At Tesla's Q4 earnings call, Musk said he expects Tesla cars to achieve full self-driving capabilities this year. Over time, fully autonomous driving will become Tesla's most important source of revenue. If autonomous driving can be applied to taxis, the profits will be insane from a financial perspective.</p><p>In 2021, multiple factors, including policy support, the increased volume of electric vehicles, and changes in electronic and electrical architecture, laid the foundation for the popularization of intelligent driving. Looking ahead to 2022, the wave of electrification is expected to usher in a golden cycle for the development of intelligent automobiles. With the release of new models, sensors such as cameras and LiDAR, as well as smart cockpits, may see a major beta trend.</p><p><font>3. Cloud computing</font></p><p>Cloud-based tools and resources will play an important role in the way businesses operate. Cloud computing is crucial for enabling remote workforce and digital interaction during the pandemic. Recently, US stocks have released their fourth-quarter earnings reports one after another, with many cloud computing companies exceeding market expectations.</p><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>The company released its financial report for the second fiscal quarter of 2022. The report shows that Microsoft's revenue for the second fiscal quarter was $51.728 billion, a 20% year-over-year increase; Net profit was $18.765 billion, a year-on-year increase of 21%. Microsoft's intelligent cloud division (including server products such as Azure public cloud, GitHub, and Windows server) generated $18.33 billion in revenue, an increase of 25.5%, slightly higher than market expectations.</p><p><a href=\"https://laohu8.com/S/GOOG\">Google</a>According to the financial report of its parent company Alphabet, Google's cloud computing business generated revenue of $5.541 billion in the fourth quarter of last year, a year-on-year increase of 44%. The proportion of cloud computing business in Alphabet's overall revenue increased from 6.7% in 2020 to 7.36% in 2021.</p><p>Google's financial report shows that in the fourth quarter of 2021, AWS revenue reached $17.8 billion, a year-on-year increase of 40%. The main reason for the revenue growth is the user growth brought about by economic recovery, product updates, and channel upgrades.</p><p><div><img src=\"http://k.sinaimg.cn/n/spider20220208/657/w1080h377/20220208/84ed-ebda88e2df97984aff8a9a41b34bf7f4.png/w720fin.jpg\"/></div><font>Investment Recommendation: From a medium- to long-term perspective, we currently recommend focusing on the rise of the entire carbon neutrality industry chain (photovoltaics, wind power, energy storage, hydrogen energy, etc.) under global attention, the increasing penetration rate of electric intelligent vehicles under the major trend of electrification and intelligentization, and industrial trends such as the metaverse, intelligent manufacturing, cloud computing, and self-reliance and controllability.</font></p><p><font>02</font></p><p><font>Global Observation: Overseas Market Tracking</font></p><p><font>1. Global asset class performance</font></p><p><font>Global stock markets have fallen more than they rose in the past two weeks. In the U.S. stock market, the Dow Jones Industrial Average, Nasdaq Composite, and S&P 500 rose by 2.1%, 1.2%, and 1.7%, respectively. The market is mainly focused on Federal Reserve rate hike, US debt, US employment data, the situation in Ukraine, as well as the global pandemic and vaccination. Regarding Federal Reserve rate hike,</font>The Federal Reserve's January policy meeting released a more hawkish signal, and the March rate hike is almost a foregone conclusion. The statements that \"rate hike at every policy meeting cannot be ruled out\" and \"rate hike will begin sometime after shrinking balance sheet\" exceeded market expectations. As a result, the yield on 10-year US Treasury bonds climbed, and the US Dollar Index rose. In addition, the Bank of England continued its rate hike and initiated a shrinking balance sheet, and the European Central Bank's statement also took a hawkish turn.<font>Regarding US debt,</font>According to data from the U.S. Treasury Department, as of January 31, the total U.S. debt exceeded $30 trillion for the first time, a record high, an increase of nearly $7 trillion compared to the end of January 2020. Of this, public debt is approximately $23.5 trillion, and intergovernmental debt is approximately $6.5 trillion.<font>Regarding US employment data,</font>U.S. non-farm payrolls increased by 467,000 in January, the largest increase since October last year, compared to an estimated 150,000 and a previous reading of 199,000, exceeding market expectations. The U.S. Bureau of Labor said jobs increased in the leisure and hospitality, professional and service, retail, transportation, and warehousing industries.<font>Regarding the situation in Ukraine</font>On January 27, Russia and Ukraine agreed to \"unconditionally\" abide by a permanent ceasefire agreement in eastern Ukraine, and talks resumed two weeks later. On January 29, British Prime Minister Johnson announced that Britain was prepared to provide NATO with a \"major military deployment\" in Europe, including troops, weapons, and warships. On February 7, the first batch of elite U.S. reinforcements arrived in Poland, and more troops may be deployed in Eastern Europe in the coming days. On February 8, the United States once again exaggerated the risk of a Russia-Ukraine war, with Biden threatening to halt the Nord Stream 2 natural gas project from Russia to Europe.<font>Regarding the global pandemic and vaccination,</font>Brazil has discovered the first case of the BA.2 subvariant of the Omeprone strain. Studies have shown that the BA.2 subvariant may be more infectious than the original virus, but there is no indication that the BA.2 subvariant causes more severe disease. Currently, vaccination rates in Europe and the United States are rising rapidly, with 73.7%, 76.6%, 71.2%, and 63.9% of the population in Germany, France, the United Kingdom, and the United States being fully vaccinated, respectively. The countries with the highest number of new cases in the past two weeks are the United States, Brazil, Germany, and Russia. In addition, Japan has seen a surge in new cases.</p><p><font>European stock markets generally rose, with the FTSE 100, France's CAC40, Germany's DAX, and Italy's indices rising 3.8%, 3.3%, 1.3%, and 1.3%, respectively.</font>The Eurozone's reconciled CPI rose 5.1% year-on-year in January, while the GDP of 19 countries grew by 0.3% quarter-on-quarter in the fourth quarter of 2021. The European Central Bank kept its three major interest rates unchanged and reiterated its planned pace of tapering bond purchases this year.<font>The Nikkei 225 index fell 1.2%.</font></p><p><div><img src=\"http://k.sinaimg.cn/n/spider20220208/700/w1080h420/20220208/40ef-66c077cc0ec923e028d5e4d2b7f384d4.png/w720fin.jpg\"/></div><div><img src=\"http://k.sinaimg.cn/n/spider20220208/769/w1080h489/20220208/0e9b-09904596ef19472f5cb252c10b595320.png/w720fin.jpg\"/></div><font>Over the past two weeks, more commodities have risen than fallen, with crude oil surging, precious metals falling, and industrial metals rising more than falling.<a href=\"https://laohu8.com/S/000061\">agricultural products</a>The price fluctuated. The U.S. 10-year Treasury Bond yield rose 14 basis points to 1.93%.</font></p><p><font>Regarding crude oil,</font>Over the past two weeks, Brent crude oil and WTI crude oil have risen by 7.7% and 8.1% respectively, and are currently rising to $93 and $90 per barrel. The main reason is that geopolitical tensions have heightened expectations of global supply disruptions, coupled with the impact of cold weather in the United States.<font>Precious metals have fallen over the past two weeks.</font>Gold and silver prices fell by 1.1% and 3.3%, respectively. Gold and silver have become less attractive as central banks in many countries have raised interest rates, pushing up bond yields.<font>More industrial metals rose than fell.</font>Aluminum, copper, nickel, and zinc rose 3.5%, 1.3%, 4.4%, and 1.2% respectively, while lead fell 6.6%.<font>Agricultural product prices fluctuated.</font>Rice and soybeans rose 3.3% and 13.0% respectively, while ICE11 sugar and wheat fell 4.1% and 3.8% respectively. Affected by drought in soybean-producing areas of Brazil and Argentina, market concerns about expected reductions in South American soybean production in the new year have intensified, pushing up soybean prices.<font>The yield on 10-year U.S. Treasury bonds rose 14 basis points to 1.93%.</font>the US Dollar Index fell 0.5% to 95%, and the yuan depreciated 0.41% against the US dollar. The current central parity rate of the yuan against the US dollar is 6.36.</p><p><div><img src=\"http://k.sinaimg.cn/n/spider20220208/695/w1080h415/20220208/3a64-50c6245b9535fc6f2431d6db70a7a947.png/w720fin.jpg\"/></div><font>2. Global stock market and industry performance</font></p><p><font>Global stock markets have been mixed over the past two weeks, with energy and finance sectors performing relatively well, while information technology and consumer goods sectors have performed relatively poorly.</font></p><p>Specifically,<font>Regarding US stocks,</font>The energy sector surged, while the finance, information technology, and healthcare sectors performed well, while the telecommunications services, materials, industrial, and real estate sectors performed poorly.<font>In European stocks,</font>Except for the public utilities, consumer goods, and information technology sectors, which declined while the materials sector remained unchanged, all other sectors rose, with the energy and financial sectors performing particularly well.<font>In the UK stock market,</font>The energy, finance, and telecommunications services sectors performed well, while the information technology, daily consumer goods, and public utilities sectors performed poorly.<font>In the Japanese stock market,</font>The financial, energy, and telecommunications services sectors saw significant gains, while the information technology, industrial, and public utilities sectors experienced significant declines.<font>Regarding Hong Kong stocks,</font>Except for the telecommunications services, energy, finance, and industrial sectors, which rose, all other sectors declined, with the healthcare, consumer discretionary, and daily consumer sectors experiencing the largest declines.<font>In the A-share market,</font>All sectors declined, with the information technology, healthcare, and telecommunications services sectors experiencing the largest drops.</p><p><div><img src=\"http://k.sinaimg.cn/n/spider20220208/732/w1080h452/20220208/7420-15953704fb256088f38e99a25476cb44.png/w720fin.jpg\"/></div><div><img src=\"http://k.sinaimg.cn/n/spider20220208/705/w1080h425/20220208/76ed-6f66826f6f3e0d69abb868d32e6eb73e.png/w720fin.jpg\"/></div><font>3. A Brief Analysis of Global Strong Stocks and Stocks with Unusual Movements</font></p><p>Among the companies with a market capitalization of over $20 billion that have surged in the past two weeks, the financial, information technology, and energy sectors are the most common. Among the companies with a market capitalization of over $20 billion that have led the decline in the past two weeks, the information technology sector is the most common.</p><p><font>Brief Analysis of Abnormal Stocks</font></p><p><font>【<a href=\"https://laohu8.com/S/ERIC\">Ericsson</a>】</font>Ericsson reported net sales of 71.3 billion Swedish kronor in the fourth quarter of 2021, a 3% increase year-on-year; Net profit was 10.1 billion Swedish kronor, up 41% year-on-year. Ericsson rose 15.6% in the past two weeks.</p><p><font>[BioNTech]</font>On January 26, BioNTech plans to expand its vaccine factory in Germany. BioNTech plans to add 250 jobs to its existing workforce, increasing its workforce by 50%. February 1st,<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>The COVID-19 vaccine provided by BioNTech for children under 5 years old is expected to be launched at the end of February. BioNTech rose 14.5% in the past two weeks.</p><p><div><img src=\"http://k.sinaimg.cn/n/spider20220208/213/w1080h733/20220208/9e3d-7dd806112dcbeeb39b3975297158072d.png/w720fin.jpg\"/></div><div><img src=\"http://k.sinaimg.cn/n/spider20220208/140/w1080h660/20220208/7c81-17fe2be8d9d8985c57a2ffc480f595ff.png/w720fin.jpg\"/></div><font>03</font></p><p><font>Important News Express</font></p><p><font>1. Industrial policy and news</font></p><p><font><font>（1）</font></font><font><font>UK new car sales rose 25% in January, with electric vehicles doubling in value. ☆ ☆ ☆</font></font></p><p>On February 4, preliminary data released by the Society of Motor Manufacturers and Dealers (SMMT) showed that new car registrations in the UK surged 25% month-on-month in January, the biggest rebound in seven months, thanks to a surge in demand for electric vehicles. Data shows that one-fifth of new car sales in January were battery-powered vehicles, with sales of pure electric vehicles more than doubling and sales of plug-in hybrid vehicles increasing by 47%. In January 2022, the UK car market outperformed the same period last year. This is the largest monthly sales increase since June 2021, far exceeding Germany's 8% increase and France's 19% decline. In a statement, SMMT CEO Mike Hawes said, \"Despite the impact of pandemic lockdowns in January 2021, the market strength is encouraging. Despite headwinds such as chip shortages, rising inflation, and cost-of-living squeezes, electric vehicles have once again driven growth.\" However, given that cost-of-living inflation and higher interest rates are expected to put pressure on demand, SMMT has lowered its 2022 vehicle sales forecast from 1.96 million units to 1.9 million units. Currently, British households are struggling to cope with soaring energy prices and facing the biggest income squeeze in three decades, prompting the country's central bank to raise interest rates to control runaway inflation. Overall, car registrations in the UK rose only slightly by 1% to 1.65 million vehicles in 2021 due to ongoing supply chain disruptions.</p><p><font>（2）</font><font><font>Several new energy vehicle companies showed an upward trend in January delivery data. ☆ ☆ ☆</font></font></p><p>BYD sold 93,168 new energy vehicles in January, a year-on-year increase of 361.73%.<a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>12,922 vehicles were delivered, a year-on-year increase of 115%. Among them, the deliveries of the XPeng P7, XPeng P5, and XPeng G3 were 6,707, 4,029, and 2,186 units respectively.<a href=\"https://laohu8.com/S/LI\">Li Auto</a>12,268 Li Auto ONE vehicles were delivered, representing a year-on-year increase of 128.1%. Nio delivered 9,652 smart electric vehicles, a year-on-year increase of 33.6%. Nio has many models on sale, including the Nio ES6, Nio ET5, Nio ES8, Nio ET7, and Nio EC6. Nezha Auto delivered 11,009 vehicles in January, a year-on-year increase of 402%. Leapmotor delivered 8,085 new cars in January, a year-on-year increase of 434%. Jike delivered 3,530 ZEEKR 001 units in January, and its cumulative sales reached 9,500 units in just 100 days. GAC AION continued its stable performance, with new car deliveries reaching 16,031 units, a year-on-year increase of 118%. Its AION S, AION LX, AION Y, and AION V models cover the sedan and SUV markets in the 100,000-400,000 yuan range.</p><p>(3) European and American governments have passed bills to support the development of semiconductor and other manufacturing industries. ☆ ☆ ☆</p><p>On February 4, the U.S. House of Representatives passed the Competition Act of 2022, which aims to enhance U.S. competitiveness and focus on developing high-tech manufacturing industries such as semiconductors. The bill includes $52 billion for the development of the semiconductor industry, of which $39 billion will be used to directly subsidize new semiconductor factories built in the United States, $6 billion will be used for factory loans and guarantees, and the remaining funds will be invested in chip technology research and development and other related work. In addition, a recent report released by the U.S. Department of Commerce shows that U.S. companies typically maintained 40 days of critical chip inventory in 2019, but now the inventory has dropped to less than 5 days. Currently, extremely low inventories mean that a disruption to overseas production could paralyze the operations of American manufacturers. Currently, a shortage of computer chips is leading to rising prices for automobiles, electronics, and medical devices in the United States.</p><p>The EU plans to reach 20% of global chip production capacity by 2030. This also means that its semiconductor production capacity must reach four times its current level within eight years. To achieve this goal, European Commission President Ursula von der Leyen recently announced that the EU's first-ever chip bill will be launched this week. The EU plans to invest 42 billion euros (approximately US$48.1 billion) in the bill.</p><p><font><font>（4）</font></font><font><font>Apple's quarterly revenue reached a record high of $123.9 billion and it will make \"corresponding investments\" in metaverse. ☆ ☆ ☆</font></font></p><p>On January 28, Apple (AAPL.US) released its results for the first quarter of fiscal year 2022, ending December 25. Despite facing supply chain challenges and the impact of the COVID-19 pandemic, the company's Q1 revenue increased by 11% year-over-year to $123.9 billion, its highest single-quarter revenue ever. Apple's flagship iPhone generated $71.6 billion in revenue, a 9.2% year-over-year increase, exceeding Wall Street's expectations of $67.7 billion. The iPad brought in $7.25 billion in revenue, compared to market expectations of $8.1 billion. Thanks to strong sales of the App Store, Apple Music, and iCloud subscriptions, Apple's services revenue in the first quarter was $19.5 billion, a year-over-year increase of 24%, exceeding market expectations of $18.6 billion. Revenue from the wearable devices, home and accessories division was $14.7 billion, up 13% year-over-year, exceeding the average expectation of $14.2 billion. Mac's revenue was approximately $10.9 billion, a 25% year-over-year increase, exceeding market expectations of $9.5 billion. Apple CEO Tim Cook said that in terms of supply challenges, the situation in the December quarter was worse than in the September quarter, but he expects things to improve in the March quarter, with steady year-on-year revenue growth. He also stated that the company sees enormous potential in the metaverse, linking this to their current virtual reality (VR) and augmented reality (AR) projects, and indicating that they are making corresponding investments.</p><p><font>（5）</font><font><font>Tesla's earnings report will release multiple positive factors, indicating that it will achieve fully autonomous driving this year. ☆ ☆</font></font></p><p>Tesla's revenue for the fourth quarter of 2021 was $17.72 billion, a year-over-year increase of 65%, compared to market expectations of $16.408 billion and $10.744 billion in the same period last year; Net profit was $2.321 billion, a year-on-year increase of 760%, compared to market expectations of $1.926 billion and $270 million in the same period last year; Earnings per share were $2.05, compared to market expectations of $1.65 and $0.24 in the same period last year; Adjusted EPS was $2.54, compared to the expected $2.36. Musk stated that he expects deliveries to easily grow to over 50% in 2022, with the Fremont and Shanghai factories alone achieving a 50% increase in deliveries. Regarding autonomous driving, Musk has made it clear that Tesla will achieve full self-driving within this year. Tesla is producing Model Y vehicles equipped with 4680 batteries at its Austin plant, and the first batch of 4680 battery vehicles will be delivered this quarter. However, the first Model Y to roll off the production line at the Berlin Gigafactory in Germany will be equipped with a 2170 battery instead of a 4680 battery, which is also found in the Model 3. Drew Baglino, Tesla's senior vice president of powertrains, added that the 4680 battery will not be a limiting factor in 2022 production. In a statement, Tesla said, \"With the supply chain becoming a major constraint, our own factories have been operating below capacity for several consecutive quarters, and this could continue into 2022.\"</p><p><font>（6）</font><font><font>NASA has approved Axiom Space's first private manned Space mission, with four Space tourists embarking on a 10-day Space trip. ☆ ☆</font></font></p><p>On February 2 local time, NASA announced that NASA and its international partners have approved four Space tourists to participate in Axiom Space's first private manned Space mission, Ax-1. The mission is scheduled to launch on March 30 from Kennedy Space Center in Florida on a SpaceX Falcon 9 rocket. The four Space tourists will travel to the International Space Station aboard a manned spacecraft for a 10-day Space trip. This \"space tour\" includes former NASA astronaut Michael López-Alegría, American entrepreneur Larry Connor, Canadian investor Mark Pathy, and Israeli businessman Eytan Stibbe.</p><p><font>（7）</font><font><font>The new energy vehicle development plan has begun to show results; South Korea's electric vehicle registrations exceeded 100,000 for the first time last year. ☆ ☆</font></font></p><p>On February 2, data released by the South Korean Ministry of Land, Infrastructure and Transport showed that as of December 2021, South Korea...<a href=\"https://laohu8.com/S/600617\">Guoxin Energy</a>The number of cars on the road reached 1.159 million, an increase of 41.3% year-on-year. Specifically, the number of pure electric vehicles reached 231,000, an increase of 71.5%; The number of hybrid vehicles on the road reached 908,000, an increase of 34.7%; The number of hydrogen fuel cell vehicles reached 19,000, an increase of 77.9%. It is worth noting that the proportion of new energy vehicles in all motor vehicles in South Korea has been rising continuously since the end of 2014 (0.7%), reaching 4.7% by the end of 2021. Despite the impact of reduced automobile production caused by chip shortages last year, new car registrations decreased by 9% year-on-year to 1.743 million vehicles; However, electric vehicle registrations increased by 115% year-on-year, reaching 100,000 units. In early 2021, South Korea proposed the fourth phase of the new energy vehicle development plan (2021-2025). At the end of that year, South Korea again introduced relevant policies to accelerate the transition to green new energy vehicles. To achieve the goal of reaching 500,000 new energy vehicles, including electric vehicles and hydrogen fuel cell vehicles, by 2022, the South Korean government has allocated 2.4 trillion won to popularize new energy vehicles, which is expected to benefit 165,000 newly purchased new energy vehicles, with a subsidy of approximately 5 million won per vehicle.</p><p><font>（8）</font><font><font>The electric vehicle arms race intensifies: Ford adds $20 billion; Volkswagen's production in China exceeds one million units in 2023. ☆</font></font></p><p>On February 3, Volkswagen CEO Ralf Brandstaetter revealed: \"Thanks to the newly built Volkswagen Anhui plant, Volkswagen will be able to produce 1 million electric vehicles in China in 2023.\" Data shows that Volkswagen's ID. series electric vehicles sold approximately 70,000 units in China last year, with a sales target of 150,000 units this year. The day before, industry news broke that Ford was preparing to launch a plan called \"Ford+\"—to invest an additional $10 billion to $20 billion on top of its existing $30 billion investment in smart electric vehicles by 2025, in order to completely transform into a technology company. Corresponding to Ford's \"more\" investment is the recent release of its 2021 financial report.<a href=\"https://laohu8.com/S/GM\">general motors</a>\"Faster\". Financial reports show that General Motors' net profit reached $10 billion in 2021; Adjusted EBITDA reached $14.3 billion, with an adjusted EBITDA margin of 11.3%. Adjusted cash flow from the automotive business reached $2.6 billion. Looking ahead to 2022, General Motors expects operating profit of $13 billion to $15 billion, matching the record operating profit of $14.3 billion in 2021. General Motors plans to spend $9 billion to $10 billion annually this year and in the coming years. General Motors stated that it will consider accelerating the launch of electric vehicle products rather than pursuing higher profits.</p><p><font>（9）</font><font><font>Sony officially announced its $3.6 billion acquisition of game developer Bungie. ☆</font></font></p><p>On January 31, Sony Interactive Entertainment (SIE) announced its acquisition of game developer Bungie for $3.6 billion. Upon completion of the transaction, Bungie will become an \"independent subsidiary\" of SIE. Bungie is the developer of the multiplayer shooter series Destiny and Halo. Currently, the studio is committed to maintaining Destiny 2, expanding the Destiny series, and developing new IPs. Kenichiro Yoshida, Chairman, President and CEO of Sony Group, said, \"Bungie has created and maintained some of the world's most popular video game series, bringing millions of people together around the world by combining its values with its vision of sharing gaming experiences.\" Bungie Chairman and CEO Pete Parsons said, “We have found a fully supportive partner – SIE – with which we hope to accelerate the creation of meaningful entertainment experiences that transcend generations. Both Bungie and SIE believe that the gaming world is just the beginning. With SIE’s support, we will drive Bungie to become a global multimedia entertainment company dedicated to realizing our creative vision.” On its website, Bungie reiterated that the studio “still controls its own destiny,” hinting that its new title will not be an exclusive to Sony’s PlayStation.</p><p><font>（10）</font><font><font>Rivian, a rising star in the electric vehicle industry, has increased its production capacity several times over, potentially significantly benefiting domestic supply chain companies. ☆</font></font></p><p>According to sources, Rivian suspended production at its Illinois plant for a week this month to improve and adjust its manufacturing processes. We have now overcome production obstacles and increased the delivery volume of R1T electric vehicles to nearly 200 units per week. Rivian began limited production of the R1T electric pickup truck last August, and by the end of December last year, the average weekly production was 50 vehicles. Sources familiar with the matter said the factory's production capacity was unstable, with a significant decline last month due to the impact of COVID-19 and the supply chain. Rivian was founded in 2009 by R.J. Scaringe. It is headquartered in Irvine, California. Two models were released in 2018: the electric pickup truck R1T and the electric SUVR1S. Received in early 2019<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>The $700 million investment led by Ford and the $500 million investment from Ford have further accelerated the mass production and delivery of its products. After Rivian went public in the United States on November 10 last year, its market capitalization once surpassed Volkswagen to become the world's third-largest automaker. As of September 30, 2021, the company had received 48,000 pre-sale orders for its two models in North America and Canada. In addition, the company will launch the EDV, a pure electric logistics truck based on the RCV platform, in the future. This model has already received 100,000 orders from Amazon.</p><p><font>2. Global emerging industry trends and key company tracking</font></p><p><div><img src=\"http://k.sinaimg.cn/n/spider20220208/229/w1074h755/20220208/78c7-3c98872c36836c05c059e276dff6c5d4.png/w720fin.jpg\"/></div><div><img src=\"http://k.sinaimg.cn/n/spider20220208/198/w1069h729/20220208/457d-25766a2379ba3f17dc3b784cbdae8ea3.png/w720fin.jpg\"/></div><div><img src=\"http://k.sinaimg.cn/n/spider20220208/240/w1073h767/20220208/333f-37b049337b3a496203dd438dfdf2009f.png/w720fin.jpg\"/></div><div><img src=\"http://k.sinaimg.cn/n/spider20220208/245/w1070h775/20220208/64d8-9453502a431239ac68e6f7e3c50c66bd.png/w720fin.jpg\"/></div><div><img src=\"http://k.sinaimg.cn/n/spider20220208/202/w1070h732/20220208/846b-36fbda44cb3e4b8c037665d08608844b.png/w720fin.jpg\"/></div><div><img src=\"http://k.sinaimg.cn/n/spider20220208/75/w1069h606/20220208/015e-cefd5c6b00c6c5525cef86104746e2dc.png/w720fin.jpg\"/></div><comment></comment></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/stockzmt/2022-02-08/doc-ikyamrmz9709318.shtml\">市场资讯</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/470c7cb7483c270761f6679ffa0ee057","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","BK4527":"明星科技股","BK4551":"寇图资本持仓","BK4099":"汽车制造商","TSLA":"特斯拉","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓","BK4548":"巴美列捷福持仓"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/stockzmt/2022-02-08/doc-ikyamrmz9709318.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2209146586","content_text":"过去两周全球股市跌多涨少。1月美联储议息会议释放了更加鹰派的信号，3月加息几成定局。此外，英国央行继续加息并开启缩表，欧洲央行的表态也有转鹰。产业趋势层面，部分造车新势力公布了1月电动车销量数据，整体来讲超出市场预期。海外市场电动车销量整体符合市场预期。在四季度的业绩电话会上，马斯克预计特斯拉汽车将在今年实现完全自动驾驶功能。近期美股四季报陆续发布，多家云计算公司业绩超出市场预期。【全球股市表现】过去两周全球股市跌多涨少。美股方面，道指、纳指、标普分别上涨2.1%、1.2%、1.7%。市场主要关注美联储加息、美国债务、美国就业数据、乌克兰局势以及全球疫情与疫苗接种。美联储加息方面，1月美联储议息会议释放了更加鹰派的信号，3月加息几成定局，其中“不排除在每一次议息会议上都加息”及“加息后的某个时间开始缩表”的表述超市场预期。此外，英国央行继续加息并开启缩表，欧洲央行的表态也有转鹰。美国债务方面，美国财政部数据称，截至1月31日，美国债务总额首次突破30万亿美元大关。美国就业数据方面，美国1月非农就业人数增加46.7万人，为去年10月以来最大增幅，超出市场预期。乌克兰局势方面，1月27日，俄乌双方同意“无条件地”遵守乌克兰东部的永久停火协议，两周后会谈重启。1月29日，英国首相约翰逊宣布，英国准备向北约提供在欧洲的“重大军事部署”，包括部队、武器和军舰等。2月8日，美国再次渲染俄乌战争风险，拜登威胁将停止“北溪-2”俄输欧天然气项目。全球疫情与疫苗接种方面，当前，欧美国家疫苗接种比例快速上升，过去两周新增病例数较高的国家为美国、巴西、德国、俄罗斯，此外，日本新增病例暴增。行业表现方面，能源、金融板块表现相对较好，信息技术、日常消费板块表现相对较差。异动股方面，过去两周大涨的200亿美元以上市值公司中，金融、信息技术、能源行业较多，过去两周领跌的200亿美元以上市值公司中，信息技术行业较多。【全球产业趋势】趋势一：新能源车。部分造车新势力公布了1月电动车销量数据，整体来讲超出市场预期。海外市场电动车销量整体符合市场预期。趋势二：自动驾驶。马斯克预计特斯拉汽车将在今年实现完全自动驾驶功能。展望2022年，以摄像头、激光雷达为代表的传感器以及智能座舱或将演绎出大贝塔行情。趋势三：云计算。云计算对于在疫情期间实现远程劳动力和数字交互至关重要。近期美股四季报陆续发布，多家云计算公司业绩超出市场预期。【重要资讯】苹果：苹果单季营收1239亿美元创历史新高，公司从元宇宙中看到了巨大潜力，将对其进行“相应投资”。Axiom Space：首次私人载人航天任务Ax-1获得批准，4名太空游客将乘坐载人飞船前往国际空间站，开展为期10天的太空旅行。索尼：索尼互动娱乐公司（SIE）宣布以36亿美元收购游戏制作商Bungie。交易完成后，Bungie将成为SIE的“独立子公司”。【产业趋势关注及建议】从中长期角度，我们当前建议关注全球重视下碳中和全产业链崛起（光伏、风电、储能、氢能等），电动化智能化大趋势下电动智能汽车渗透率增加，以及元宇宙、智能制造、云计算、自主可控等产业趋势。【风险提示】本报告所提及个股仅表示与相关主题有一定关联性，不构成个股投资建议。目    录01核心关注与投资建议过去两周，A股涨幅较高的产业指数为：基建、风电、油气等。过去两周及本周海外市场值得关注的产业趋势变化为：1、新能源车春节期间，部分造车新势力公布了1月电动车销量数据，其中，蔚来1月交付9652辆，同比增长34%；小鹏交付12922辆，同比115%；理想交付12268辆，同比128%。其他车企方面，哪吒交付11009辆，同比402%；比亚迪新能源乘用车销量92926辆，环比持平。整体来讲，1月主要造车新势力的电动车销量超出市场预期。同样的，海外市场电动车销量整体也符合市场预期。欧洲方面，欧洲七国1月新能源车销量合计11.4万辆，同比增长30%，渗透率达19%；美国1月新能源车销量6.2万辆，同比增长75%，渗透率达6.2%。考虑到节前相关产业链调整已经较大，且产业基本面仍在发生积极变化，建议投资者关注节后电动车产业链的反弹行情。长期看，电动智能汽车大趋势下，产业链长期投资机会也较多。2、自动驾驶在特斯拉四季度业绩交流会上，马斯克表示，他预计特斯拉汽车将在今年实现完全自动驾驶功能。随着时间的推移，全自动驾驶将成为特斯拉最重要的盈利来源，如果自动驾驶能够在出租车上得到应用，从财务角度来看，盈利将会是疯狂的。2021年，政策推动、电动车的放量、电子电气架构变革等多重因素为智能驾驶的普及奠定了基础。展望2022年，电动化浪潮之后有望迎来汽车智能化发展的黄金周期。随着新车型的发布，以摄像头、激光雷达为代表的传感器以及智能座舱或将演绎出大贝塔行情。3、云计算基于云计算的工具和资源将在企业的运营方式中发挥重要作用。云计算对于在疫情期间实现远程劳动力和数字交互至关重要。近期美股四季报陆续发布，多家云计算公司业绩超出市场预期。微软发布了2022财年第二财季财报。报告显示，微软第二财季营收为517.28亿美元，同比增长20%；净利润为187.65亿美元，同比增长21%。其中微软的智能云部门（包括Azure公共云、GitHub和Windows server等服务器产品）创造了183.3亿美元的收入，增幅为25.5%，略高于市场预期。谷歌母公司Alphabet的财报显示，谷歌云计算业务在去年4季度的营收为55.41亿美元，同比增长44%。云计算业务在Alphabet整体营收中的比重从2020年的6.7%增长为2021年的7.36%。谷歌的财报显示，2021年四季度，AWS收入178亿美元，同比增长40%。收入增长的主要原因在于经济复苏、产品更新、渠道升级带来的用户增长。投资建议：从中长期角度，我们当前建议关注全球重视下碳中和全产业链崛起（光伏、风电、储能、氢能等），电动化智能化大趋势下电动智能汽车渗透率增加，以及元宇宙、智能制造、云计算、自主可控等产业趋势。02全球观察：海外市场跟踪1、全球大类资产表现过去两周全球股市跌多涨少。美股方面，道指、纳指、标普分别上涨2.1%、1.2%、1.7%。市场主要关注美联储加息、美国债务、美国就业数据、乌克兰局势以及全球疫情与疫苗接种。美联储加息方面，1月美联储议息会议释放了更加鹰派的信号，3月加息几成定局，其中“不排除在每一次议息会议上都加息”及“加息后的某个时间开始缩表”的表述超市场预期。受此影响，美债十年期收益率攀升，美元指数上行。此外，英国央行继续加息并开启缩表，欧洲央行的表态也有转鹰。美国债务方面，美国财政部数据称，截至1月31日，美国债务总额首次突破30万亿美元大关，创历史新高，较2020年1月底增加近7万亿美元。其中公众持有的债务约23.5万亿美元，政府间债务约6.5万亿美元。美国就业数据方面，美国1月非农就业人数增加46.7万人，为去年10月以来最大增幅，预估为15万人，前值为19.9万人，超出市场预期。美国劳工局称，美国休闲和酒店业、专业和服务业、零售贸易、交通运输和仓储行业的就业岗位录得增加。乌克兰局势方面，1月27日，俄乌双方同意“无条件地”遵守乌克兰东部的永久停火协议，两周后会谈重启。1月29日，英国首相约翰逊宣布，英国准备向北约提供在欧洲的“重大军事部署”，包括部队、武器和军舰等。2月7日，美首批增援精锐部队抵达波兰，未来几天或在东欧部署更多兵力。2月8日，美国再次渲染俄乌战争风险，拜登威胁将停止“北溪-2”俄输欧天然气项目。全球疫情与疫苗接种方面，巴西发现首例奥密克戎毒株BA.2亚变种，有研究显示BA.2亚变种可能比原始病毒有更强的传染力，但没有迹象表明BA.2亚种会导致更严重的疾病。当前，欧美国家疫苗接种比例快速上升，其中德法英美四国疫苗完全接种的人口比例分别为73.7%、76.6%、71.2%、63.9%。过去两周新增病例数较高的国家为美国、巴西、德国、俄罗斯，此外，日本新增病例暴增。欧股市场普涨，富时100、法国CAC40、德国DAX、意大利指数分别上涨3.8%、3.3%、1.3%、1.3%。欧元区1月调和CPI同比增长5.1%，19个国家的GDP在2021年第四季度环比增长0.3%，欧洲央行维持三大利率不变，重申今年缩减购债的既定步伐。日经225指数下跌1.2%。过去两周大宗商品涨多跌少，原油大涨，贵金属下跌，工业金属涨多跌少，农产品涨跌不一。美国十年期国债利率上行14BP至1.93%。原油方面，过去两周布油、WTI原油分别上涨7.7%、8.1%，当前布油与WTI原油分别上行至93、90美元/桶。主因地缘政治局势紧张令全球供应中断预期升温，叠加美国寒冷天气影响等。过去两周贵金属下跌，黄金、白银分别下跌1.1%、3.3%。因多国央行调升利率，推升债券收益率，使黄金白银吸引力下降。工业金属涨多跌少，金属铝、金属铜、金属镍、金属锌分别上涨3.5%、1.3%、4.4%、1.2%，金属铅下跌6.6%。农产品涨跌不一，稻谷、大豆分别上涨3.3%、13.0%，ICE11号糖、小麦分别下跌4.1%、3.8%。受巴西、阿根廷大豆产区干旱天气影响，市场对新年度南美大豆减产预期担忧情绪加剧，推升大豆价格。10年期美债收益率上行14BP至1.93%。美元指数下跌0.5%至95，人民币相对美元贬值0.41%，当前人民币兑美元中间价为6.36。2、全球股市行业表现过去两周全球股市涨跌不一，能源、金融板块表现相对较好，信息技术、日常消费板块表现相对较差。具体来看，美股方面，能源板块大涨，金融、信息技术、医疗保健板块表现较好，电信服务、材料、工业、房地产板块表现较差。欧股方面，除公共事业、日常消费、信息技术板块下跌，材料板块持平外，其他板块均上涨，其中能源、金融板块表现较好。英国股市方面，能源、金融、电信服务板块表现较好，信息技术、日常消费、公共事业板块表现较差。日本股市方面，金融、能源、电信服务板块涨幅较大，信息技术、工业、公共事业板块跌幅较大。港股方面，除电信服务、能源、金融、工业板块上涨外，其他板块均下跌，其中医疗保健、可选消费、日常消费板块跌幅较大。A股方面，所有板块均下跌，其中信息技术、医疗保健、电信服务板块跌幅较大。3、全球强势股与异动股简析过去两周大涨的200亿美元以上市值公司中，金融、信息技术、能源行业较多，过去两周领跌的200亿美元以上市值公司中，信息技术行业较多。异动股简析【爱立信】爱立信2021年第四季度销售净额713亿瑞典克朗，同比增涨3%；净利润101亿瑞典克朗，同比增涨41%。爱立信过去两周上涨15.6%。【BioNTech】1月26日，BioNTech计划在德国扩建疫苗厂。BioNTech计划在现有基础上增加250个工作岗位，使员工人数增加50%。2月1日，辉瑞和BioNTech为5岁以下儿童提供的新冠疫苗有望在2月底推出。BioNTech过去两周上涨14.5%。03重要资讯速递1、产业政策与新闻（1） 英国1月新车销售增长25% 电动汽车飙升一倍（☆☆☆）2月4日，英国汽车制造商和经销商协会（SMMT）发布的初步数据显示，英国1月新车注册量环比飙升25%，为7个月来的最大反弹，得益于电动汽车需求激增。数据显示，1月新车销售中五分之一是有电池驱动的汽车，其中纯电动汽车销量增长一倍以上，插电式混合动力车的销量增长47%。2022年1月，英国汽车市场的表现优于去年同期。这是自2021年6月以来的最大月度销售额增幅，远远超过了德国8%的增幅和法国19%的降幅。SMMT的CEO Mike Hawes在一份声明中表示：“虽然2021年1月受到疫情封锁的影响，但市场走强令人欣慰。尽管面临芯片短缺、通胀上升和生活成本挤压等不利因素，但电动汽车再次推动了增长。”不过，鉴于预计生活成本通胀和更高的利率将对需求造成压力，SMMT将2022年的汽车销量预测从之前的196万辆下调至190万辆。目前，英国家庭正努力应对能源价格飙升，并面临三十年来最大的收入紧缩，促使该国央行提高利率以控制失控的通胀。总体上，2021年由于持续的供应链混乱，英国的汽车注册量仅微升1%至165万辆。（2） 多家新能源车企1月交付数据呈增长态势（☆☆☆）比亚迪1月新能源汽车销量93168辆，同比增长361.73%。小鹏汽车交付12922辆，同比上涨115%，其中，小鹏P7、小鹏P5、小鹏G3这三大车型的交付量分别为6707台、4029台、2186台。理想汽车交付12268辆理想ONE，同比增长128.1%。蔚来共交付智能电动汽车9652辆，同比增长33.6%，蔚来旗下的在售车型有很多，包括蔚来ES6、蔚来ET5、蔚来ES8、蔚来ET7、蔚来EC6。哪吒汽车1月交付11009辆，同比增长402%。零跑汽车1月份的新车交付量达到了8085台，同比增长了434%。极氪在1月份交付了3530台ZEEKR 001，仅用100天的时间其累计销量就达到了9500台。广汽埃安依旧稳定发挥，新车交付量达到了16031台，同比增长118%，旗下的AION S、AION LX、AION Y、AION V涵盖了10万-40万区间的轿车与SUV市场。（3）欧美政府通过法案支持发展半导体等制造业（☆☆☆）2月4日，美国国会众议院表决通过《2022美国竞争法案》，旨在提高美国竞争力，重点发展半导体等高科技制造业。该法案内容包括拨款520亿美元用于发展半导体行业，其中390亿美元将用于直接补贴在美国新建的半导体厂，60亿美元用于建厂贷款及担保，剩余资金则投入芯片技术研发等工作。此外，美国商务部近日发布的一份报告显示，美国公司2019年关键芯片库存一般保持在40天，而现在库存已降至不足5天。如今极低库存意味着海外生产一旦中断，可能使美国的生产厂家运作瘫痪。当前，因电脑芯片短缺导致美国汽车、电子产品、医疗器械等价格上涨。欧盟计划到2030年芯片产能在全球占比达20%。这也意味着，其八年内半导体产能须达到目前的四倍水平。为实现这一目标，欧盟委员会主席乌尔苏拉·冯德莱恩日前宣布，将在本周推出欧盟史上首个芯片法案。欧盟拟为该法案投入420亿欧元（约合481亿美元）。（4） 苹果单季营收1239亿美元创历史新高 将对元宇宙进行“相应投资”（☆☆☆）1月28日，苹果(AAPL.US)公布截至12月25日的2022财年第一季度业绩。尽管面临供应链挑战和新冠疫情的影响，该公司Q1营收同比增长11%至1239亿美元，创有史以来最高单季营收。苹果的旗舰产品iPhone创造了716亿美元的营收，同比增长9.2%，超过了华尔街677亿美元的预期。iPad带来了72.5亿美元的营收，市场预期81亿美元。得益于强劲的App Store、Apple Music和iCloud订阅销售，苹果第一季度的服务营收为195亿美元，同比增长24%，超过了市场预期的186亿美元。可穿戴设备、家居及配件部门的营收为147亿美元，同比增长13%，高于142亿美元的平均预期。Mac的营收约为109亿美元，同比增长25%，超过市场预期的95亿美元。苹果CEO库克表示，在供应挑战方面，12月当季的情况比9月当季要差，但他预计3月当季会有所改善，营收同比稳健增长。同时表示该公司从元宇宙中看到了巨大潜力，他还将此与他们目前的虚拟现实（VR）和增强现实（AR）项目联系起来，并表示正在进行相应投资。（5）特斯拉财报会释放多重利好 今年将实现全自动驾驶（☆☆）特斯拉2021年第四季度营收177.2亿美元，同比增长65%，市场预期164.08亿美元，去年同期107.44亿美元；净利润23.21亿美元，同比增长760%，市场预期19.26亿美元，去年同期2.7亿美元；每股盈利为2.05美元，市场预期为1.65美元，去年同期0.24美元；调整后EPS为2.54美元，预期2.36美元。马斯克表示，预计2022年交付量将轻松增长至50%以上，仅凭弗里蒙特和上海工厂即可实现50%的交付量增长。自动驾驶方面，马斯克明确表示，特斯拉将在今年内实现全自动驾驶。特斯拉正在奥斯汀工厂生产配备4680电池的Model Y，第一批4680电池汽车将于本季度交付。不过，德国柏林超级工厂首批下线的Model Y则将配备2170电池而非4680，前者也搭载于Model 3中。特斯拉动力总成高级副总裁Drew Baglino补充，4680电池不会成为2022年产量的限制因素。特斯拉在声明中表示：“随着供应链成为主要的限制因素，我们自己的工厂已经连续几个季度低于产能运行，这可能会持续到2022年。”（6）NASA批准Axiom Space首次私人载人航天任务，4名太空游客将开展为期10天太空旅行（☆☆）当地时间2月2日，美国国家航空航天局（NASA）宣布，NASA和其国际合作伙伴批准了四名太空游客参加美国初创商业航天企业公理太空公司（Axiom Space）的首次私人载人航天任务Ax-1，该任务计划于3月30日在佛罗里达州肯尼迪航天中心由SpaceX猎鹰9号火箭发射，这4名太空游客将乘坐载人飞船前往国际空间站，开展为期10天的太空旅行。这支“太空旅行团”成员包括NASA前宇航员迈克尔·洛佩兹-阿莱格里亚（Michael López-Alegría）、美国企业家拉里·康纳（Larry Connor）、加拿大投资人马克·帕西（Mark Pathy）和以色列商人埃坦·斯蒂比（Eytan Stibbe）。（7）新能源汽车发展规划初见成效 韩国去年电动汽车注册量首超10万辆（☆☆）2月2日，韩国国土交通部发布的数据显示，截至2021年12月，韩国新能源汽车保有量为115.9万辆，同比增加41.3%。具体来看，纯电动车保有量为23.1万辆，增长71.5%；混动车型保有量90.8万辆，增加34.7%；氢能源车1.9万辆，增长77.9%。值得注意的是，韩国新能源汽车在全体机动车中的占比自2014年底（0.7%）起便持续上升，2021年底升至4.7%。尽管受去年芯片短缺导致汽车减产影响，新车注册量同比减少9%，为174.3万辆；但电动汽车注册量同比增长115%，达10万辆。2021年初，韩国便提出第四期新能源汽车发展规划（2021—2025），当年年底，韩国再次推出相关政策加快绿色新能源汽车的转换速度。为实现2022年电动汽车、氢燃料汽车等新能源汽车数量达50万辆的目标，韩国政府拨款2.4万亿韩元用于普及新能源汽车，预计将有16.5万辆新购新能源汽车受惠，每辆汽车的补助金额约为500万韩元。（8）电动车军备竞赛白热化：福特追加200亿美元、大众2023年在华产量超百万（☆）2月3日，大众乘用车CEO Ralf Brandstaetter 透露：“得益于新建的大众安徽工厂，大众汽车在2023年将能够在中国生产100万辆电动汽车。” 数据显示，大众品牌ID.系列电动车去年在华销量约7万辆，今年目标销量为15万辆。在此前一天，业界有消息传出，福特准备展开一项名为“福特+”的计划——将在原有至2025年在智能电动汽车领域投资300亿美元的基础上，再追加100亿-200亿美元投资，以彻底转型为一家科技公司。与福特“更多”投资相对应的，是刚刚发布2021年财报的通用汽车的“更快”。财报显示，2021年，通用汽车净利润达100亿美元；调整后息税前利润达143亿美元，调整后息税前利润率为11.3%；调整后汽车业务现金流达26亿美元。展望2022年，通用汽车预计营业利润为130亿美元至150亿美元，与2021年创纪录的143亿美元营业利润持平。通用汽车计划今年和未来几年的年度资本支出为90亿至100亿美元。通用汽车表示，将考虑加快电动汽车产品的推出，而非更丰厚的利润。（9）索尼官宣36亿美元收购游戏开发商Bungie（☆）1月31日，索尼互动娱乐公司（SIE）宣布以36亿美元收购游戏制作商Bungie。交易完成后，Bungie将成为SIE的“独立子公司”。Bungie是多人射击游戏系列《命运》（Destiny）和《光环》（Halo）的开发商。目前，工作室致力于维护《命运2》，扩大《命运》系列，并致力于开发新的IP。索尼集团董事长、总裁兼首席执行官吉田宪一郎（Kenichiro Yoshida）称，“Bungie创造并维护了一些受全球欢迎的视频游戏系列，通过将其价值观与人们分享游戏体验的愿景相结合，Bungie将全球数百万人聚集在一起。” Bungie董事长兼首席执行官Pete Parsons说到，“我们找到了一个完全支持我们的合作伙伴——SIE，我们希望以此加速创造跨越几代人的有意义的娱乐体验。Bungie和SIE都相信，游戏世界只是我们的开始。在SIE的支持下，我们将推动Bungie成为一家致力于实现我们创意愿景的全球多媒体娱乐公司。”在官网，Bungie公司重复强调了工作室“仍然掌握自己的命运”，暗示其新作不会成为索尼PlayStation的独占游戏。（10）电动车新贵Rivian提高数倍产能，国内供应链企业或将大幅受益（☆）据知情人士消息，Rivian本月伊利诺州车厂停产一周，以改善调整制造流程。目前已克服生产障碍，将R1T电动车交付量提高至每周近200 辆。Rivian从去年8月起限量生产R1T电动皮卡，到去年12月底，每周平均产量为50辆。知情者称，工厂的产能不稳定，上个月下降明显，因为受到了新冠和供应链的影响。Rivian自2009年由R.J.Scaringe创立。其总部位于加州尔湾。2018年发布两款车型，分别为电动皮卡R1T和电动SUVR1S。2019年初分别获得亚马逊领投的7亿美元和福特福特的5亿美元投资，进一步加快了其产品的量产和交付。Rivian去年11月10日在美国上市后市值一度超越大众成为全球第三大车企。截至2021年9月30日，公司两款车型已经在北美和加拿大获得4.8万辆预售订单。此外，公司未来也将推出基于RCV平台的纯电动物流卡车EDV，该车型目前已经获得亚马逊的10万辆订单。2、全球新兴产业趋势及重点公司跟踪","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":1293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096316865,"gmtCreate":1644300719869,"gmtModify":1676533910470,"author":{"id":"3571072915804759","authorId":"3571072915804759","name":"Teslafly","avatar":"https://static.tigerbbs.com/2ef8ffff1d2723faae58b04aeda30593","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571072915804759","idStr":"3571072915804759"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>📈📈📈👏🏻","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>📈📈📈👏🏻","text":"$特斯拉(TSLA)$📈📈📈👏🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096316865","repostId":"2209193301","repostType":2,"isVote":1,"tweetType":1,"viewCount":2061,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096018242,"gmtCreate":1644251659723,"gmtModify":1676533904941,"author":{"id":"3571072915804759","authorId":"3571072915804759","name":"Teslafly","avatar":"https://static.tigerbbs.com/2ef8ffff1d2723faae58b04aeda30593","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571072915804759","idStr":"3571072915804759"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>what happen?","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>what happen?","text":"$Tesla Motors(TSLA)$what happen?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096018242","isVote":1,"tweetType":1,"viewCount":1620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096031083,"gmtCreate":1644249075453,"gmtModify":1676533904655,"author":{"id":"3571072915804759","authorId":"3571072915804759","name":"Teslafly","avatar":"https://static.tigerbbs.com/2ef8ffff1d2723faae58b04aeda30593","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571072915804759","idStr":"3571072915804759"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Reload bullet buy in📈","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Reload bullet buy in📈","text":"$Tesla Motors(TSLA)$Reload bullet buy in📈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096031083","isVote":1,"tweetType":1,"viewCount":2229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096097274,"gmtCreate":1644248464772,"gmtModify":1676533904580,"author":{"id":"3571072915804759","authorId":"3571072915804759","name":"Teslafly","avatar":"https://static.tigerbbs.com/2ef8ffff1d2723faae58b04aeda30593","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571072915804759","idStr":"3571072915804759"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Is a big V up to down so that means ready going up right everyone hold your seat let us fly to the moon&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Is a big V up to down so that means ready going up right everyone hold your seat let us fly to the moon&nbsp;","text":"$Tesla Motors(TSLA)$Is a big V up to down so that means ready going up right everyone hold your seat let us fly to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096097274","isVote":1,"tweetType":1,"viewCount":2787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9090701218,"gmtCreate":1643255826353,"gmtModify":1676533791366,"author":{"id":"3571072915804759","authorId":"3571072915804759","name":"Teslafly","avatar":"https://static.tigerbbs.com/2ef8ffff1d2723faae58b04aeda30593","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571072915804759","idStr":"3571072915804759"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Tonight 1100[Miser]&nbsp;[Miser]&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Tonight 1100[Miser]&nbsp;[Miser]&nbsp;","text":"$Tesla Motors(TSLA)$Tonight 1100[Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090701218","isVote":1,"tweetType":1,"viewCount":2691,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3580011914778910","authorId":"3580011914778910","name":"VivianChua","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"3580011914778910","idStr":"3580011914778910"},"content":"🚀🚀🚀upupup","text":"🚀🚀🚀upupup","html":"🚀🚀🚀upupup"},{"author":{"id":"3580727110951980","authorId":"3580727110951980","name":"ProSperiTy88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3580727110951980","idStr":"3580727110951980"},"content":"To the moon !!!","text":"To the moon !!!","html":"To the moon !!!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099672045,"gmtCreate":1643356351199,"gmtModify":1676533810295,"author":{"id":"3571072915804759","authorId":"3571072915804759","name":"Teslafly","avatar":"https://static.tigerbbs.com/2ef8ffff1d2723faae58b04aeda30593","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571072915804759","idStr":"3571072915804759"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Already drop 33% it's time going up rebound today&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Already drop 33% it's time going up rebound today&nbsp;","text":"$Tesla Motors(TSLA)$Already drop 33% it's time going up rebound today","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099672045","isVote":1,"tweetType":1,"viewCount":1860,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581082207694869","authorId":"3581082207694869","name":"Trading Guru","avatar":"https://community-static.tradeup.com/news/765299bc38d48154b1dbbe7c431c8f70","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3581082207694869","idStr":"3581082207694869"},"content":"lol some donkey only follow ppl buy n follow n happen to earn abit then step smart commenting abt it shld be how much lol","text":"lol some donkey only follow ppl buy n follow n happen to earn abit then step smart commenting abt it shld be how much lol","html":"lol some donkey only follow ppl buy n follow n happen to earn abit then step smart commenting abt it shld be how much lol"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096163217,"gmtCreate":1644331799415,"gmtModify":1676533913523,"author":{"id":"3571072915804759","authorId":"3571072915804759","name":"Teslafly","avatar":"https://static.tigerbbs.com/2ef8ffff1d2723faae58b04aeda30593","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571072915804759","idStr":"3571072915804759"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>believe Tesla just buy don't care othe thing","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>believe Tesla just buy don't care othe thing","text":"$特斯拉(TSLA)$believe Tesla just buy don't care othe thing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096163217","isVote":1,"tweetType":1,"viewCount":3299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006182378,"gmtCreate":1641643144570,"gmtModify":1676533636771,"author":{"id":"3571072915804759","authorId":"3571072915804759","name":"Teslafly","avatar":"https://static.tigerbbs.com/2ef8ffff1d2723faae58b04aeda30593","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571072915804759","idStr":"3571072915804759"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>nice Monday going up soon😊","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>nice Monday going up soon😊","text":"$Tesla Motors(TSLA)$nice Monday going up soon😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006182378","repostId":"1150907621","repostType":2,"repost":{"id":"1150907621","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1641607621,"share":"https://ttm.financial/m/news/1150907621?lang=en_US&edition=fundamental","pubTime":"2022-01-08 10:07","market":"us","language":"en","title":"Tesla Semis Could Be Delivered To PepsiCo In Late January","url":"https://stock-news.laohu8.com/highlight/detail?id=1150907621","media":"Benzinga Earnings","summary":"Electric vehicle giantTesla Incsurprised investors and customers in 2021 with an announcement that the highly anticipatedTesla Semiwould be delayed. A new report shows Semi deliveries could be just ar","content":"<html><head></head><body><p>Electric vehicle giant <b>Tesla Inc</b> surprised investors and customers in 2021 with an announcement that the highly anticipated <b>Tesla Semi</b> would be delayed. A new report shows Semi deliveries could be just around the corner.</p><p><img src=\"https://static.tigerbbs.com/9e0d630cfe6e37cabddb2883f1e52636\" tg-width=\"685\" tg-height=\"375\" width=\"100%\" height=\"auto\"/></p><p><b>What Happened:</b>A <b>Frito-Lay</b> facility in Modesto, California received Tesla Megachargers recently and is set to receive deliveries of Tesla Semis.</p><p>The <b>PepsiCo, Inc.</b> facility could receive Tesla Semis later this month, according to a report from Drive Tesla. Photos show Megachargers ready for installation and some in packaging. A Megapack battery storage system is also installed at the facility.</p><p><b>“After receiving these photos we were able to confirm with one of our sources that PepsiCo has been told to expect to receive all 15 Tesla Semis before the end of January,”</b>Drive Tesla said.</p><p>PepsiCo announced in a press release in March 2021 they would take delivery of 15 Tesla Semis before the end of 2021.</p><p>Tesla announced it was delaying the Tesla Semi during the second-quarter earnings release in 2021. Tesla CEO <b>Elon Musk</b> cited limited battery supply as one of the reasons for the Tesla Semi delay.</p><p>Despite the announced delays, PepsiCo CEO <b>Ramon Laguarta</b> shared in a CNBC interview in November 2021 that the company would be receiving Tesla Semis soon.</p><p>“We are getting our first deliveries this Q4,” Laguarta said.</p><p><b>Why It’s Important:</b>The comments from Laguarta suggested that Pepsi could have a different timeline than other companies or have preferred status from Tesla.</p><p>The purchase of Tesla Semis is one of several planned initiatives by PepsiCo to reduce its carbon emissions in the future, Laguarta added.</p><p>Pepsi is one of several large companies that have pledged to order Tesla Semis in the future. Pepsi placed an initial order for 100 Tesla Semis in 2017.</p><p>Tesla delayed the Tesla Semi into 2022 and new reports by the end of 2021 suggested Tesla Semis would not be delivered until 2023.</p><p><b>If reports hold true and PepsiCo receives its 15 Tesla Semis, it could lead to an improved timeline. But, it might be a one-off event possibly based on an exclusive deal or certain terms.</b></p><p>Tesla could see an increase in orders after its Tesla Semi is delivered. The event could also lead to public comments from PepsiCo that could lead to increased brand awareness of the semi-truck.</p><p>Investors and analysts eagerly await more updates on the Tesla Semi.</p><p><b>TSLA Price Action:</b>Tesla shares closed lower 3.54% at $1,026.96 on Friday.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Semis Could Be Delivered To PepsiCo In Late January</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Semis Could Be Delivered To PepsiCo In Late January\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2022-01-08 10:07</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Electric vehicle giant <b>Tesla Inc</b> surprised investors and customers in 2021 with an announcement that the highly anticipated <b>Tesla Semi</b> would be delayed. A new report shows Semi deliveries could be just around the corner.</p><p><img src=\"https://static.tigerbbs.com/9e0d630cfe6e37cabddb2883f1e52636\" tg-width=\"685\" tg-height=\"375\" width=\"100%\" height=\"auto\"/></p><p><b>What Happened:</b>A <b>Frito-Lay</b> facility in Modesto, California received Tesla Megachargers recently and is set to receive deliveries of Tesla Semis.</p><p>The <b>PepsiCo, Inc.</b> facility could receive Tesla Semis later this month, according to a report from Drive Tesla. Photos show Megachargers ready for installation and some in packaging. A Megapack battery storage system is also installed at the facility.</p><p><b>“After receiving these photos we were able to confirm with one of our sources that PepsiCo has been told to expect to receive all 15 Tesla Semis before the end of January,”</b>Drive Tesla said.</p><p>PepsiCo announced in a press release in March 2021 they would take delivery of 15 Tesla Semis before the end of 2021.</p><p>Tesla announced it was delaying the Tesla Semi during the second-quarter earnings release in 2021. Tesla CEO <b>Elon Musk</b> cited limited battery supply as one of the reasons for the Tesla Semi delay.</p><p>Despite the announced delays, PepsiCo CEO <b>Ramon Laguarta</b> shared in a CNBC interview in November 2021 that the company would be receiving Tesla Semis soon.</p><p>“We are getting our first deliveries this Q4,” Laguarta said.</p><p><b>Why It’s Important:</b>The comments from Laguarta suggested that Pepsi could have a different timeline than other companies or have preferred status from Tesla.</p><p>The purchase of Tesla Semis is one of several planned initiatives by PepsiCo to reduce its carbon emissions in the future, Laguarta added.</p><p>Pepsi is one of several large companies that have pledged to order Tesla Semis in the future. Pepsi placed an initial order for 100 Tesla Semis in 2017.</p><p>Tesla delayed the Tesla Semi into 2022 and new reports by the end of 2021 suggested Tesla Semis would not be delivered until 2023.</p><p><b>If reports hold true and PepsiCo receives its 15 Tesla Semis, it could lead to an improved timeline. But, it might be a one-off event possibly based on an exclusive deal or certain terms.</b></p><p>Tesla could see an increase in orders after its Tesla Semi is delivered. The event could also lead to public comments from PepsiCo that could lead to increased brand awareness of the semi-truck.</p><p>Investors and analysts eagerly await more updates on the Tesla Semi.</p><p><b>TSLA Price Action:</b>Tesla shares closed lower 3.54% at $1,026.96 on Friday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150907621","content_text":"Electric vehicle giant Tesla Inc surprised investors and customers in 2021 with an announcement that the highly anticipated Tesla Semi would be delayed. A new report shows Semi deliveries could be just around the corner.What Happened:A Frito-Lay facility in Modesto, California received Tesla Megachargers recently and is set to receive deliveries of Tesla Semis.The PepsiCo, Inc. facility could receive Tesla Semis later this month, according to a report from Drive Tesla. Photos show Megachargers ready for installation and some in packaging. A Megapack battery storage system is also installed at the facility.“After receiving these photos we were able to confirm with one of our sources that PepsiCo has been told to expect to receive all 15 Tesla Semis before the end of January,”Drive Tesla said.PepsiCo announced in a press release in March 2021 they would take delivery of 15 Tesla Semis before the end of 2021.Tesla announced it was delaying the Tesla Semi during the second-quarter earnings release in 2021. Tesla CEO Elon Musk cited limited battery supply as one of the reasons for the Tesla Semi delay.Despite the announced delays, PepsiCo CEO Ramon Laguarta shared in a CNBC interview in November 2021 that the company would be receiving Tesla Semis soon.“We are getting our first deliveries this Q4,” Laguarta said.Why It’s Important:The comments from Laguarta suggested that Pepsi could have a different timeline than other companies or have preferred status from Tesla.The purchase of Tesla Semis is one of several planned initiatives by PepsiCo to reduce its carbon emissions in the future, Laguarta added.Pepsi is one of several large companies that have pledged to order Tesla Semis in the future. Pepsi placed an initial order for 100 Tesla Semis in 2017.Tesla delayed the Tesla Semi into 2022 and new reports by the end of 2021 suggested Tesla Semis would not be delivered until 2023.If reports hold true and PepsiCo receives its 15 Tesla Semis, it could lead to an improved timeline. But, it might be a one-off event possibly based on an exclusive deal or certain terms.Tesla could see an increase in orders after its Tesla Semi is delivered. The event could also lead to public comments from PepsiCo that could lead to increased brand awareness of the semi-truck.Investors and analysts eagerly await more updates on the Tesla Semi.TSLA Price Action:Tesla shares closed lower 3.54% at $1,026.96 on Friday.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1918,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099673347,"gmtCreate":1643355259696,"gmtModify":1676533809939,"author":{"id":"3571072915804759","authorId":"3571072915804759","name":"Teslafly","avatar":"https://static.tigerbbs.com/2ef8ffff1d2723faae58b04aeda30593","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571072915804759","idStr":"3571072915804759"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Cathie Wood think&nbsp;this is the best price to buy in so everyone can add on don't miss&nbsp;[Miser]&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Cathie Wood think&nbsp;this is the best price to buy in so everyone can add on don't miss&nbsp;[Miser]&nbsp;","text":"$Tesla Motors(TSLA)$Cathie Wood think this is the best price to buy in so everyone can add on don't miss [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099673347","repostId":"1140039283","repostType":2,"repost":{"id":"1140039283","kind":"news","pubTimestamp":1643354928,"share":"https://ttm.financial/m/news/1140039283?lang=en_US&edition=fundamental","pubTime":"2022-01-28 15:28","market":"us","language":"en","title":"Cathie Wood Buys $28M Shares In Tesla As Stock Crashes, Ending Months-Long Profit Booking Spree","url":"https://stock-news.laohu8.com/highlight/detail?id=1140039283","media":"Benzinga","summary":"Cathie Wood-ledArk Investment Managementon Thursday raised its exposure inTeslaIncon the dip, breaking its months-long profit-booking spree in the electric vehicle maker’s stock.The popular money mana","content":"<div>\n<p>Cathie Wood-led Ark Investment Management on Thursday raised its exposure in Tesla Inc on the dip, breaking its months-long profit-booking spree in the electric vehicle maker’s stock.The popular money...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/long-ideas/22/01/25274115/cathie-wood-buys-28m-shares-in-tesla-as-stock-crashes-ending-months-long-profit-booking-\">Source Link</a>\n\n</div>\n","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood Buys $28M Shares In Tesla As Stock Crashes, Ending Months-Long Profit Booking Spree</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Buys $28M Shares In Tesla As Stock Crashes, Ending Months-Long Profit Booking Spree\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-28 15:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/trading-ideas/long-ideas/22/01/25274115/cathie-wood-buys-28m-shares-in-tesla-as-stock-crashes-ending-months-long-profit-booking-><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood-led Ark Investment Management on Thursday raised its exposure in Tesla Inc on the dip, breaking its months-long profit-booking spree in the electric vehicle maker’s stock.The popular money...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/long-ideas/22/01/25274115/cathie-wood-buys-28m-shares-in-tesla-as-stock-crashes-ending-months-long-profit-booking-\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF","TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/trading-ideas/long-ideas/22/01/25274115/cathie-wood-buys-28m-shares-in-tesla-as-stock-crashes-ending-months-long-profit-booking-","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140039283","content_text":"Cathie Wood-led Ark Investment Management on Thursday raised its exposure in Tesla Inc on the dip, breaking its months-long profit-booking spree in the electric vehicle maker’s stock.The popular money managing firm bought 33,482 shares — estimated to be worth $27.75 million based on the latest closing price— in Tesla.Tesla stock closed 11.55% lower at $829.10 a share on Thursday. The stock is down 30.9% so far this year.Tesla has a 52-week high of $1,243.49 and a 52-week low of $539.49.Ark Invest bought shares in Tesla via the Ark Innovation ETF, and the Ark Next Generation Internet ETF. The Ark Autonomous Technology & Robotics ETF too owns shares in Tesla.The three ETFs held 1.46 million shares — worth $1.37 billion — in Tesla, prior to Thursday’s trade.Tesla reported impressive fourth quarter earnings after the bell on Wednesday but investors were not impressed as the company said it is not working on a $25,000 electric car yet and said it does not plan to produce new model vehicles in this year.Tesla CEO Elon Musk instead told investors it is more important to develop the humanoid robot than new models.Wood, a Tesla bull, had been selling shares in the Musk-led company’s stock since September when shares rose after a blockbuster deal with car rental company Hertz Global Holdings. Tesla shares had joined the $1 trillion market club after shares went past the $1,000 mark.","news_type":1,"symbols_score_info":{"ARKK":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007755990,"gmtCreate":1643020459235,"gmtModify":1676533765450,"author":{"id":"3571072915804759","authorId":"3571072915804759","name":"Teslafly","avatar":"https://static.tigerbbs.com/2ef8ffff1d2723faae58b04aeda30593","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571072915804759","idStr":"3571072915804759"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>Red premarket later green fly to moon 1200 this week🛫️","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>Red premarket later green fly to moon 1200 this week🛫️","text":"$特斯拉(TSLA)$Red premarket later green fly to moon 1200 this week🛫️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007755990","isVote":1,"tweetType":1,"viewCount":1952,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098986698,"gmtCreate":1644001514831,"gmtModify":1676533880269,"author":{"id":"3571072915804759","authorId":"3571072915804759","name":"Teslafly","avatar":"https://static.tigerbbs.com/2ef8ffff1d2723faae58b04aeda30593","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571072915804759","idStr":"3571072915804759"},"themes":[],"title":"","htmlText":"s<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>Sold wait for 850 buy back","listText":"s<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>Sold wait for 850 buy back","text":"s$特斯拉(TSLA)$Sold wait for 850 buy back","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098986698","isVote":1,"tweetType":1,"viewCount":1648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099359698,"gmtCreate":1643298663710,"gmtModify":1676533800740,"author":{"id":"3571072915804759","authorId":"3571072915804759","name":"Teslafly","avatar":"https://static.tigerbbs.com/2ef8ffff1d2723faae58b04aeda30593","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571072915804759","idStr":"3571072915804759"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>stop selling buy in man","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>stop selling buy in man","text":"$Tesla Motors(TSLA)$stop selling buy in man","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099359698","isVote":1,"tweetType":1,"viewCount":1302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096560321,"gmtCreate":1644421025516,"gmtModify":1676533924233,"author":{"id":"3571072915804759","authorId":"3571072915804759","name":"Teslafly","avatar":"https://static.tigerbbs.com/2ef8ffff1d2723faae58b04aeda30593","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571072915804759","idStr":"3571072915804759"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>ready to fly guys? Like to fly🛫️","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>ready to fly guys? Like to fly🛫️","text":"$特斯拉(TSLA)$ready to fly guys? Like to fly🛫️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096560321","isVote":1,"tweetType":1,"viewCount":1418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099199607,"gmtCreate":1643305841213,"gmtModify":1676533801832,"author":{"id":"3571072915804759","authorId":"3571072915804759","name":"Teslafly","avatar":"https://static.tigerbbs.com/2ef8ffff1d2723faae58b04aeda30593","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571072915804759","idStr":"3571072915804759"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>V back to 950 📈","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>V back to 950 📈","text":"$Tesla Motors(TSLA)$V back to 950 📈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099199607","isVote":1,"tweetType":1,"viewCount":1773,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}