<p><img src="https://imageproxy.pbkrs.com/https://m.foolcdn.com/media/dubs/images/email-header-breakfast-news.max-800x600.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://m.foolcdn.com/media/dubs/images/email-header-breakfast-news.max-800x600.png"/></p>
<h2>早餐新闻：特斯拉在海外失去市场份额</h2>
<p>###2025 年 2 月 6 日</p>
<table>
<thead>
<tr>
<th>周三市场</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>标准普尔 500</strong><br/>6,061  (+0.39%)</td>
</tr>
<tr>
<td><strong>纳斯达克</strong><br/>19,692 (+0.19%)</td>
</tr>
<tr>
<td><strong>道琼斯</strong><br/>44,873 (+0.71%)</td>
</tr>
<tr>
<td><strong>比特币</strong><br/>$97,324 (+1.07%)</td>
</tr>
</tbody>
</table>
<p><img src="https://imageproxy.pbkrs.com/https://braze-images.com/appboy/communication/assets/image_assets/images/67a49e3f361a450067526d35/original.png/query-MTczODg0MTY2Mg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://braze-images.com/appboy/communication/assets/image_assets/images/67a49e3f361a450067526d35/original.png/query-MTczODg0MTY2Mg"/></p>
<p>来源：JesterAI 创建的图像。</p>
<h2>1. 特斯拉在欧洲三大电动车市场销量下滑</h2>
<p><strong>特斯拉</strong>(TSLA -3.58%) 在德国 1 月份仅注册了 1,277 辆新车，环比下降 59%，是自 2021 年 7 月以来的最低水平，尽管该国电动车市场当月增长了 54%。法国 1 月份销量暴跌 63%，而英国销量下降 12% 至 1,458 辆，逊色于中国竞争对手比亚迪售出的 1,614 辆。</p>
<ul>
<li><strong>&#34;如果你仅仅把特斯拉视为一家汽车公司……那就是错误的框架&#34;:</strong> 尽管由于其电动车业务，特斯拉的股票自 2011 年首次推荐《Rule Breakers》以来，已经超越标准普尔 500 指数 18,040%，但投资是关于未来的。去年的首席执行官埃隆·马斯克的言论明确表示，特斯拉的未来全在于 “解决自主驾驶”。</li>
<li><strong>&#34;在基础设施上的重大投资&#34;:</strong> 在 2024 年将人工智能支出提高了 400% 以上后，特斯拉计划在 2025 年在美国部分地区推出其 Robotaxi 业务，尽管公司表示增长将取决于自主驾驶的进展。</li>
</ul>
<h2>2. 接下来：亚马逊财报</h2>
<p><strong>亚马逊</strong>(AMZN -2.43%) 将在收盘后发布第四季度业绩。管理层的指导预计收入在 1815 亿美元到 1885 亿美元之间。作为全球最大的云服务提供商，亚马逊网络服务（AWS）的业绩将备受关注。</p>
<ul>
<li><strong>更多的七大科技公司人工智能支出增长？:</strong> 预计 2024 年的资本支出将达到 750 亿美元，投资者将密切关注 2025 年的支出计划，尤其是在最近几天七大科技公司同类公告之后。</li>
<li><strong>Prime Video 广告及更多：</strong> 公司在 10 月的 Prime Big Deal Days 活动和假日购物季的广告收入应成为重要贡献。此外，我们还希望了解与 Anthropic 的合作以及新的人工智能发展。</li>
</ul>
<h2>3. 高通尽管业绩超预期仍下跌</h2>
<p>无线技术巨头 <strong>高通</strong>(QCOM 1.63%) 昨天市场收盘后发布了 2025 年第一季度的财报。116.7 亿美元的收入超出预期 7%，调整后的每股收益为 3.41 美元，超出分析师预期 15%。高通 CDMA 技术（QCT）的收入增长 20%，达到 100.8 亿美元。</p>
<ul>
<li><strong>负面初始反应：</strong> 高通表示与华为的协议到期将意味着其 5G 专利许可业务今年不会增长，导致该股在今晨的盘前交易中下跌约 5%。</li>
<li><strong>物联网的重要性：</strong> 展望未来，投资者应关注汽车和物联网业务的增长，因为管理层设定了到 2029 财年非手机收入达到 220 亿美元的目标。</li>
</ul>
<h2>4. 周四早晨关注事项</h2>
<p>在 2023 年《Stock Advisor》中推荐过两次（均超越市场）的游戏平台提供商 <strong>罗布乐思</strong>(RBLX 2.28%) 将在今晨开盘前发布第四季度财报。</p>
<ul>
<li><strong>创纪录的现金生成：</strong> 第三季度运营现金流增长 120%，自由现金流飙升 266%，帮助罗布乐思在过去 12 个月上涨 92%。</li>
<li><strong>期待有关创作工具、安全系统和开发者生产力的人工智能发展消息：</strong> 这是公司自 2024 年 12 月推出付费访问体验以来的第一个季度，开发者在高价内容上获得 70% 的收入分成。</li>
</ul>
<h2>5. 愚蠢的乐趣</h2>
<p>以下哪只愚蠢的股票，自被推荐以来均下跌超过 60%，在未来 5 年内最有可能恢复并超越市场：<strong>Celsius</strong>(CELH -2.14%)、<strong>Enphase Energy</strong>(ENPH -1.49%)、<strong>Roku</strong>(ROKU 1.86%)，还是 <strong>Under Armour</strong>(UA)？与朋友和家人讨论，或者成为会员，听听其他愚蠢的投资者的看法。</p>

亚马逊

罗布乐思

<p>特斯拉在欧洲三大电动车市场的销量显著下降，德国的注册量环比下降了 59%，法国则下降了 63%。尽管电动车市场整体增长，特斯拉面临着激烈的竞争，尤其是在英国来自比亚迪的竞争。同时，亚马逊即将发布其第四季度财报，重点关注 AWS 的表现，而高通的股票尽管超出盈利预期，但由于对其 5G 专利许可业务的担忧而下跌。罗布乐思预计也将报告强劲的盈利，得益于现金流的增加和新的开发者收入分成模式</p>

<p><img src="https://imageproxy.pbkrs.com/https://m.foolcdn.com/media/dubs/images/email-header-breakfast-news.max-800x600.png" alt="" original-src="https://m.foolcdn.com/media/dubs/images/email-header-breakfast-news.max-800x600.png"/></p>
<h2>Breakfast News: Tesla Loses Ground Abroad</h2>
<div class="lb-trans"><h2>早餐新闻：特斯拉在海外失去市场份额</h2>
</div><h3>February 6, 2025</h3>
<div class="lb-trans"><p>###2025 年 2 月 6 日</p>
</div><table>
<thead>
<tr>
<th>Wednesday's Markets</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>S&amp;P 500</strong><br/>6,061  (+0.39%)</td>
</tr>
<tr>
<td><strong>Nasdaq</strong><br/>19,692 (+0.19%)</td>
</tr>
<tr>
<td><strong>Dow</strong><br/>44,873 (+0.71%)</td>
</tr>
<tr>
<td><strong>Bitcoin</strong><br/>$97,324 (+1.07%)</td>
</tr>
</tbody>
</table>
<div class="lb-trans"><table>
<thead>
<tr>
<th>周三市场</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>标准普尔 500</strong><br/>6,061  (+0.39%)</td>
</tr>
<tr>
<td><strong>纳斯达克</strong><br/>19,692 (+0.19%)</td>
</tr>
<tr>
<td><strong>道琼斯</strong><br/>44,873 (+0.71%)</td>
</tr>
<tr>
<td><strong>比特币</strong><br/>$97,324 (+1.07%)</td>
</tr>
</tbody>
</table>
</div><p><img src="https://imageproxy.pbkrs.com/https://braze-images.com/appboy/communication/assets/image_assets/images/67a49e3f361a450067526d35/original.png/query-MTczODg0MTY2Mg" alt="" original-src="https://braze-images.com/appboy/communication/assets/image_assets/images/67a49e3f361a450067526d35/original.png?1738841662"/></p>
<p>Source: Image created by JesterAI.</p>
<div class="lb-trans"><p>来源：JesterAI 创建的图像。</p>
</div><h2>1. Tesla Sales Fall in Europe's 3 Biggest EV Markets</h2>
<div class="lb-trans"><h2>1. 特斯拉在欧洲三大电动车市场销量下滑</h2>
</div><p><strong>Tesla</strong>(TSLA -3.58%) saw just 1,277 new cars registered in Germany in January, down 59% month over month and the lowest since July 2021 despite the country's electric vehicle market growing by 54% for the month. January sales in France slumped 63%, while U.K. sales slipped 12% to 1,458 cars, beaten by 1,614 sold by Chinese rival BYD.</p>
<div class="lb-trans"><p><strong>特斯拉</strong>(TSLA -3.58%) 在德国 1 月份仅注册了 1,277 辆新车，环比下降 59%，是自 2021 年 7 月以来的最低水平，尽管该国电动车市场当月增长了 54%。法国 1 月份销量暴跌 63%，而英国销量下降 12% 至 1,458 辆，逊色于中国竞争对手比亚迪售出的 1,614 辆。</p>
</div><ul>
<li><strong>&#34;If you value Tesla as just an auto company ... that's just the wrong framework&#34;:</strong> While the stock has seen remarkable gains thanks to its EV business – beating the S&amp;P 500 by 18,040% since its first <em>Rule Breakers</em> recommendation in 2011 – investing is about what's ahead. Last year's quotes from CEO Elon Musk made it clear Tesla's future is all about &#34;solving autonomy.&#34;</li>
<li><strong>&#34;Significant investments in infrastructure&#34;:</strong> After raising AI spend by more than 400% in 2024, Tesla aims to launch its Robotaxi business in parts of the U.S. in 2025, though the company says growth will depend on advances in autonomy.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>&#34;如果你仅仅把特斯拉视为一家汽车公司……那就是错误的框架&#34;:</strong> 尽管由于其电动车业务，特斯拉的股票自 2011 年首次推荐《Rule Breakers》以来，已经超越标准普尔 500 指数 18,040%，但投资是关于未来的。去年的首席执行官埃隆·马斯克的言论明确表示，特斯拉的未来全在于 “解决自主驾驶”。</li>
<li><strong>&#34;在基础设施上的重大投资&#34;:</strong> 在 2024 年将人工智能支出提高了 400% 以上后，特斯拉计划在 2025 年在美国部分地区推出其 Robotaxi 业务，尽管公司表示增长将取决于自主驾驶的进展。</li>
</ul>
</div><h2>2. Next Up: Amazon Earnings</h2>
<div class="lb-trans"><h2>2. 接下来：亚马逊财报</h2>
</div><p><strong>Amazon</strong>(AMZN -2.43%) will post fourth-quarter results after the closing bell. Management's guidance suggests $181.5 billion to $188.5 billion revenue. As the world's biggest cloud provider, much focus will be on Amazon Web Services (AWS) results.</p>
<div class="lb-trans"><p><strong>亚马逊</strong>(AMZN -2.43%) 将在收盘后发布第四季度业绩。管理层的指导预计收入在 1815 亿美元到 1885 亿美元之间。作为全球最大的云服务提供商，亚马逊网络服务（AWS）的业绩将备受关注。</p>
</div><ul>
<li><strong>More Mag 7 AI spending growth?:</strong> Capital expenditure for 2024 is expected to hit $75 billion, and investors will be keen to hear of planned 2025 rises following similar announcements from Magnificent 7 peers in recent days.</li>
<li><strong>Prime Video advertising, and more:</strong> The company's Prime Big Deal Days event in October and ad revenue from the holiday shopping season should be significant contributors. Plus we'll want news of the tie-up with Anthropic, as well as new AI developments.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>更多的七大科技公司人工智能支出增长？:</strong> 预计 2024 年的资本支出将达到 750 亿美元，投资者将密切关注 2025 年的支出计划，尤其是在最近几天七大科技公司同类公告之后。</li>
<li><strong>Prime Video 广告及更多：</strong> 公司在 10 月的 Prime Big Deal Days 活动和假日购物季的广告收入应成为重要贡献。此外，我们还希望了解与 Anthropic 的合作以及新的人工智能发展。</li>
</ul>
</div><h2>3. Qualcomm Falls Despite Earnings Beat</h2>
<div class="lb-trans"><h2>3. 高通尽管业绩超预期仍下跌</h2>
</div><p>Wireless technology giant <strong>Qualcomm</strong>(QCOM 1.63%) posted earnings for the first quarter of 2025 after the market closed yesterday. Revenue of $11.67 billion beat expectations by 7%, with $3.41 adjusted EPS 15% ahead of analyst estimations. Revenue from Qualcomm CDMA Technologies (QCT) climbed 20% to $10.08 billion.</p>
<div class="lb-trans"><p>无线技术巨头 <strong>高通</strong>(QCOM 1.63%) 昨天市场收盘后发布了 2025 年第一季度的财报。116.7 亿美元的收入超出预期 7%，调整后的每股收益为 3.41 美元，超出分析师预期 15%。高通 CDMA 技术（QCT）的收入增长 20%，达到 100.8 亿美元。</p>
</div><ul>
<li><strong>Negative initial reaction:</strong> The stock fell around 5% in pre-market trading this morning, after Qualcomm said the expiry of an agreement with Huawei will mean no growth in its 5G patent licensing business this year.</li>
<li><strong>The importance of the Internet of Things:</strong> Looking ahead, investors should watch for growth in the automotive and IoT businesses, as management has a target of $22 billion in non-handset revenue by fiscal 2029.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>负面初始反应：</strong> 高通表示与华为的协议到期将意味着其 5G 专利许可业务今年不会增长，导致该股在今晨的盘前交易中下跌约 5%。</li>
<li><strong>物联网的重要性：</strong> 展望未来，投资者应关注汽车和物联网业务的增长，因为管理层设定了到 2029 财年非手机收入达到 220 亿美元的目标。</li>
</ul>
</div><h2>4. What to Watch on Thursday Morning</h2>
<div class="lb-trans"><h2>4. 周四早晨关注事项</h2>
</div><p>Recommended twice in <em>Stock Advisor</em> in 2023 (both beating the market), gaming platform provider <strong>Roblox</strong>(RBLX 2.28%) will post Q4 earnings before this morning's opening bell.</p>
<div class="lb-trans"><p>在 2023 年《Stock Advisor》中推荐过两次（均超越市场）的游戏平台提供商 <strong>罗布乐思</strong>(RBLX 2.28%) 将在今晨开盘前发布第四季度财报。</p>
</div><ul>
<li><strong>Record cash generation:</strong> A 120% rise in operating cash flow in the third quarter coupled with free cash flow soaring 266% have helped push Roblox up 92% in the past 12 months.</li>
<li><strong>Expect news of AI development in creation tools, safety systems, and developer productivity:</strong> This is the first quarter since the company launched its paid access experiences in December 2024, where developers get a 70% revenue share on premium-priced content.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>创纪录的现金生成：</strong> 第三季度运营现金流增长 120%，自由现金流飙升 266%，帮助罗布乐思在过去 12 个月上涨 92%。</li>
<li><strong>期待有关创作工具、安全系统和开发者生产力的人工智能发展消息：</strong> 这是公司自 2024 年 12 月推出付费访问体验以来的第一个季度，开发者在高价内容上获得 70% 的收入分成。</li>
</ul>
</div><h2>5. Foolish Fun</h2>
<div class="lb-trans"><h2>5. 愚蠢的乐趣</h2>
</div><p>Which of the following Foolish stocks, all down 60%+ since being recommended, has the best chance of recovering and beating the market over the next 5 years: <strong>Celsius</strong>(CELH -2.14%), <strong>Enphase Energy</strong>(ENPH -1.49%), <strong>Roku</strong>(ROKU 1.86%), or <strong>Under Armour</strong>(UA)? Debate with friends and family, or become a member to hear what your fellow Fools are saying.</p>
<div class="lb-trans"><p>以下哪只愚蠢的股票，自被推荐以来均下跌超过 60%，在未来 5 年内最有可能恢复并超越市场：<strong>Celsius</strong>(CELH -2.14%)、<strong>Enphase Energy</strong>(ENPH -1.49%)、<strong>Roku</strong>(ROKU 1.86%)，还是 <strong>Under Armour</strong>(UA)？与朋友和家人讨论，或者成为会员，听听其他愚蠢的投资者的看法。</p>
</div>

Breakfast News: Tesla Loses Ground Abroad

- 特斯拉在欧洲三大电动车市场的销量大幅下滑，德国销量降至 1,277 辆。  
- 法国销量下降 63%，英国销量下滑 12%，被中国 BYD 超越。  
- 特斯拉计划在 2025 年推出 Robotaxi 业务，未来增长依赖于自主驾驶技术进展。  

早餐新闻：特斯拉在海外市场失利