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美国当选总统特朗普周二宣布，亿万富翁埃隆-马斯克和企业家维韦克-拉马斯瓦米将领导一个新的政府效率部，其任务是“解散政府官僚机构，削减多余法规，减少浪费性支出，重组联邦机构”。特朗普官宣马斯克新官职后，狗狗币暴涨。在上个月特朗普于麦迪逊广场花园举行的集会上，马斯克预测他可以从美国联邦预算中至少削减2万亿美元，这将超过国会每年用于包括国防在内的政府机构运作的开支。

Tesla (TSLA) has an average rating of hold and price targets ranging from $85 to $315, according to analysts polled by Capital IQ.(MT Newswires covers equity, commodity and economic research from majo

高盛认为，特斯拉这份财报是一个渐进的积极信号，但对特斯拉能否在2025年实现FSD性能和车辆交付增长目标，以及毛利率的可持续性存疑。大摩表示，这份强劲财报可能标志着汽车行业盈利预期和情绪的“底部”，但特斯拉的增长担忧是否真的缓解了，依然要打个问号。

Macquarie Equity Research made notable changes under its coverage of U.S.-listed Chinese Internet stocks on Monday. They said Chinese local services, ecommerce, and travel stand out as key sectors that offer "quality at discount" and listed JD.com and DiDi Global as top U.S. equity picks in their portfolio and reiterated "outperform" on them. The research firm upgraded both U.S. and Hong Kong-listed shares of Alibaba to "outperform" from "neutral," lifted their core TTG EV/EBITA multiple from 5x to 10x, and rolled forward to CY2025 estimates. PDD was upgraded to "outperform" from "neutral" on a more stable landscape as BABA, but noted that more intense competition in low-price categories could result in market share losses. "Valuations across China's internet sector are always framed around the combination of growth and earnings. While the sector's top line indeed showed significant deterioration since early 2023, mainly weighed down by sluggish consumption and depressed pricing,

智通财经获悉，据知情人士透露，在最近的“Robotaxi Day”活动上，特斯拉利用人来远程控制其Optimus机器人原型的一些功能，旨在激发投资者对即将推出的产品的热情。知情人士指出，在当天的发布会上，由其他地方的特斯拉员工远程监督了许多Optimus与来宾们之间的互动，其实并没有展示出来的那么智能。知情人士说，Optimus可以在没有外部控制的情况下通过人工智能行走。分析师观点最初，Optimus根本不会出现在上周的活动中。

本周五（9月13日），中概电商股美股走低， $拼多多(PDD)$ 跌逾4%， $阿里巴巴(BABA)$ 跌近2%。