Tesla's Q4 profits plummeted 71%, with automotive revenue declining, but gains from Bitcoin investments increased. China's DeepSeek's low-cost AI models are rising, challenging industry giants and prompting market re-evaluations. Meta reported strong earnings, with significant revenue and profit growth, but the Reality Labs division continued to incur losses. ASML's orders exceeded expectations, benefiting from AI development, leading to a sharp increase in its stock price. SoftBank is reportedly considering investing up to $25 billion in OpenAI, solidifying its AI leadership position.

特斯拉四季度利润暴跌71%，汽车收入下滑，但比特币投资收益增加。 中国DeepSeek低成本AI模型崛起，挑战行业巨头，引发市场重新评估。 Meta财报强劲，营收利润大增，但Reality Labs部门持续亏损。 阿斯麦订单超预期，受益于AI发展，股价大幅上涨。 软银或向OpenAI投资高达250亿美元，巩固其AI领导地位。

DeepSeek Technology's AI model rise sparks controversy, facing data usage allegations and a ban by the U.S. Navy. Apple devices exposed to zero-day vulnerabilities and side-channel attacks, with issues also surfacing in Apple Pay; the new iPhone SE 4 may adopt a notch display. Musk's X platform partners with Visa to launch "X Wallet," transforming into an "everything app." ASML's financial report shines, with a significant increase in order intake, projecting continued growth in future performance. DeepSeek releases the R1 large language model, challenging GPT-4 Turbo with an ultra-large context window. Xiaomi's stock price hits a new high, with a market cap approaching one trillion Hong Kong dollars, and the market is confident in its future development. Apple partners with SpaceX and T-Mobile, planning to add Starlink satellite connectivity to iPhones. Tesla and BMW sue the EU, opposing tariffs on imported electric vehicles from China. Alibaba releases the Qwen2.5-Max large language model, claiming to surpass competitors like GPT-4o. SoftBank invests in TravelPerk, doubling its valuation, and plans to expand into fintech while also investing in robotics startup SkildAI.

深势科技AI模型崛起引争议，面临数据使用指控，并遭美国海军禁用。 苹果设备曝零日漏洞和侧信道攻击，Apple Pay也出现问题，新iPhone SE 4或采用刘海屏。 马斯克X平台与Visa合作，推出“X钱包”，转型“万能应用”。 阿斯麦财报亮眼，订单额大增，预计未来业绩持续增长。 DeepSeek发布R1大模型，挑战GPT-4 Turbo，拥有超大上下文窗口。 小米股价创新高，市值逼近万亿港元，市场对其未来发展充满信心。 苹果与SpaceX、T-Mobile合作，计划为iPhone增加星链卫星连接。 特斯拉和宝马起诉欧盟，反对对中国进口电动汽车加征关税。 阿里巴巴发布Qwen2.5-Max大模型，声称超越GPT-4o等竞争对手。 软银投资TravelPerk，估值翻番，并计划拓展金融科技业务，同时投资机器人初创公司SkildAI。

DeepSeek's new AI model triggers tech stock plunge, Nvidia's market cap evaporates in record loss, market worries about competitive landscape. Vanke projects a massive loss of 45 billion, chairman and other executives resign en masse, sparking market concerns about the real estate sector. Meta AI uses user data to provide personalized services, raising privacy concerns, while also introducing memory function. Tesla and BMW sue the EU over tariffs, German automakers face challenges in China, with domestic brands rising. DeepSeek's open-source model challenges industry giants, low cost and high performance attract attention, and it suffers malicious attacks. JD.com plans to acquire Dada Group to strengthen its local retail layout, after Alibaba previously considered an acquisition. US Treasury yields fall to a three-week low, tech stock sell-off intensifies market risk aversion. Google open-sources Pebble smartwatch system, potentially driving new hardware development and reviving the Pebble spirit. KuCoin admits to operating unlicensed money transfer business, pays hefty fine, highlighting crypto regulatory issues. The rise of Chinese AI company DeepSeek, Vanke's massive losses, Meta AI's personalization upgrade, and other dynamics in the tech and financial sectors, together constitute the focus of this week's Tech Night Talk.

DeepSeek新AI模型引发科技股暴跌，英伟达市值蒸发创纪录，市场担忧竞争格局。 万科预计巨亏450亿，董事长等高管集体辞职，引发市场对房地产行业的担忧。 Meta AI利用用户数据提供个性化服务，引发隐私担忧，同时引入记忆功能。 特斯拉和宝马起诉欧盟关税，德国车企在华面临挑战，本土品牌崛起。 DeepSeek开源模型挑战行业巨头，低成本高性能引发关注，并遭恶意攻击。 京东拟收购达达集团，加强本地零售布局，此前阿里曾考虑收购。 美国国债收益率跌至三周新低，科技股抛售加剧市场避险情绪。 谷歌开源Pebble智能手表系统，或将推动新硬件开发，重振Pebble精神。 KuCoin承认经营无牌照资金转移业务，支付巨额罚款，凸显加密监管问题。 中国人工智能公司DeepSeek的崛起、万科的巨额亏损、Meta AI的个性化升级、以及其他科技和金融领域的动态，共同构成了本期科技夜话的焦点。

DeepSeek R1 open-source release ignites the market, concept stocks surge, Meta forms a research team, potentially impacting the computing power landscape. Peking University's solid-state battery achieves minute-level fast charging with a cycle life of 25,000 times, marking a major technological breakthrough. Multiple Indian media outlets sue OpenAI, accusing it of using copyrighted content to train AI models without permission. Elon Musk establishes a "Government Efficiency Department," recruiting technical personnel, potentially exploring technology to enhance government efficiency. Apple's stock price declines, market capitalization falls below $3 trillion, iCloud storage plans face user dissatisfaction, and foldable phone plans are revealed. Meta promotes Instagram Reels with paid advertising to compete with TikTok, potentially intensifying competition in the short-video market. Perplexity AI revises its proposal to acquire TikTok, with the US government potentially holding a 50% stake, aiming to address security concerns. BMW believes car screens should not be excessively large, emphasizing practicality and safety, rejecting giant screens. BYD surpasses Tesla in sales in Singapore for the first time, becoming the best-selling car brand of the year.

DeepSeek R1开源引爆市场，概念股大涨，Meta成立小组研究，或冲击算力格局。 北大固态电池分钟级快充，循环寿命达25000次，技术取得重大突破。 印度多家媒体起诉OpenAI，指控其未经许可使用版权内容训练AI模型。 马斯克设立“政府效率部”，招聘技术人员，或探索技术提升政府效率。 苹果股价下跌，市值跌破3万亿，iCloud存储方案遭用户不满，折叠屏手机计划曝光。 Meta付费推广Instagram Reels，与TikTok竞争，或加剧短视频市场竞争。 Perplexity AI修改收购TikTok提案，美国政府或持股50%，旨在解决安全担忧。 宝马认为汽车屏幕不宜过大，强调实用性和安全性，拒绝巨型屏幕。 比亚迪在新加坡销量首次超越特斯拉，成年度最畅销汽车品牌。

Midea Chairman Fang Hongbo issued six prohibitions aimed at rectifying internal formalism and improving efficiency. Chinese AI company DeepSeek released an open-source large language model, boasting superior performance and challenging giants like OpenAI. Tesla's Q4 deliveries hit a record high, but declining profit margins have sparked investor concerns. Boston Dynamics' robot dog Spot is undertaking missions in Antarctica, assisting scientists with research. Indian ride-hailing companies Uber and Ola have denied allegations of setting fares based on phone models. Meta has begun advertising tests on the Threads platform, exploring monetization models. Indian space tech startup Pixxel is dedicated to building a hyperspectral imaging satellite constellation. Prebiotic soda brand Poppi is challenging beverage giants like Coca-Cola and PepsiCo. Tianqi Lithium expects a significant drop in full-year net profit due to falling lithium prices.

美的董事长方洪波发布六条禁令，旨在整治内部形式主义，提高效率。 中国AI公司DeepSeek发布开源大模型，性能优异，挑战OpenAI等巨头。 特斯拉第四季度交付量创新高，但利润率下降，引发投资者担忧。 波士顿动力机器狗Spot在南极执行任务，协助科学家进行研究。 印度网约车公司Uber和Ola否认根据手机型号设定费用的指控。 Meta在Threads平台开始广告测试，探索商业化模式。 印度空间技术初创公司Pixxel致力于构建高光谱成像卫星星座。 益生元苏打品牌Poppi挑战可口可乐和百事可乐等饮料巨头。 天齐锂业因锂价下跌，预计全年净利润大幅下降。

UnitedHealth subsidiary suffers cyberattack, exposing data of 190 million Americans, raising healthcare security concerns. AI voice company ElevenLabs raises new round of funding, valuation exceeds $3 billion, accelerating technology development and expansion. Tesla recalls over 1.2 million vehicles due to software issues, implementing OTA updates for fixes. Meta plans to have 1.3 million GPUs by the end of the year, investing heavily in artificial intelligence and building large data centers. Retro Biosciences raises $1 billion in Series A funding, utilizing AI technology to develop life extension therapies. Tata Electronics plans to acquire majority stake in Wistron's India iPhone factory, expanding its influence in the electronics manufacturing sector. OpenAI releases new intelligent agent Operator and extends model \"thinking time\" to enhance safety, while facing funding shortages for Project Stargate. Zhipu AI management changes, former Chief Strategy Officer departs, former Midjourney executive joins. Musk says Tesla's market cap could surpass $4 trillion, but X faces challenges in user growth and profitability. Apple reshuffles AI team, veteran executive Kim Vorrath to lead Siri and Apple Intelligence, increasing AI investment.

联合健康子公司遭网络攻击，1.9亿美国人数据泄露，引发医疗安全担忧。 AI语音公司ElevenLabs新一轮融资估值超30亿美元，加速技术研发和扩张。 特斯拉因软件问题召回超120万辆汽车，进行OTA更新修复。 Meta计划年底拥有130万GPU，投入巨资发展人工智能，并建设大型数据中心。 Retro Biosciences A轮融资10亿美元，利用AI技术研发延长寿命疗法。 塔塔电子拟收购纬创印度iPhone工厂多数股权，扩大在电子制造领域影响力。 OpenAI发布新型智能代理Operator，并延长模型“思考时间”加强安全，同时面临Stargate项目资金短缺。 智谱AI管理层变动，原首席战略官离职，前Midjourney高管加入。 马斯克称特斯拉市值有望突破4万亿美元，但X公司面临用户增长和盈利挑战。 苹果调整AI团队，资深高管Kim Vorrath负责Siri和Apple Intelligence，加大AI投入。