特斯拉引发猜测

欢迎收听Seeking Alpha的《华尔街早餐》，我们每日早晨为投资者梳理重要新闻。很高兴在这个10月6日周一与你相聚，我是朱莉·摩根。特斯拉的下一步动向引发热议，萤火虫航天宣布8.55亿美元交易，泰勒·斯威夫特再创票房佳绩。

Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning. It's good to have you here on this Monday, October 6. I'm Julie Morgan. The wheels are spinning about what's next for Tesla. Firefly announces an $855,000,000 deal, and Taylor Swift hits another high note at the box office.

特斯拉正为10月7日（即明日）的活动造势。周日晚间在社交平台X发布的10秒视频中，一辆车前灯在暗处亮起。该公司在另一段以数字'10 7'结尾的视频中暗示周二将举办活动，该视频发布于周日凌晨。

Tesla is teasing an upcoming event for October 7. Yes, that's tomorrow. A ten second video posted on the social media platform X on Sunday night showed a vehicle with its headlights illuminated in a dark setting. The company hinted at an event scheduled for Tuesday in a separate video that had ten seven at the end. The video was posted early Sunday morning.

视频中显示某物旋转的画面。有评论者称是特斯拉飞盘，也有人认为是车轮。这些帖子加剧了关于特斯拉可能推出低价车型以维持销售势头的猜测。第三季度特斯拉交付超49.7万辆汽车创季度纪录，远超44.8万辆的预期，消费者急于享受7500美元政府税收抵免的末班车。

That video shows something spinning. One commenter said it was a Tesla Frisbee and others said it was a wheel. The posts on X are fueling speculation about a lower cost model that could help Tesla maintain its sales momentum. Tesla delivered more than 497,000 vehicles in the third quarter, a quarterly record for the company, and surpassed consensus estimates for 448,000. Buyers were eager to capitalize on the end of the $7,500 government tax credit.

萤火虫航天将以约8.55亿美元收购国家安全技术公司SciTech，交易包含3亿美元现金及按每股50美元发行的5.55亿美元萤火虫股票，预计2025年前完成。此次收购旨在通过整合SciTech的软件、大数据分析、遥感及多模态数据技术，增强萤火虫支持美国国防任务的能力。

Firefly Aerospace is set to acquire SciTech for approximately $855,000,000 Sitech is a national security technology firm. The transaction will be a combination of $300,000,000 in cash and five fifty five million dollars in Firefly shares issued at $50 per share. This acquisition is targeted to close by the 2025. The acquisition aims to enhance Firefly's ability to support U. S.

收购完成后SciTech将作为萤火虫子公司运营。截至6月30日的12个月内，SciTech营收约1.64亿美元。泰勒·斯威夫特新专辑《秀场人生》附加内容的观影活动登顶周末北美票房，这部仅在全美约3700家AMC影院放映、时长近90分钟的影片据Comscore统计收获3300万美元。

Defense missions by integrating SciTech software, big data analytics, remote sensing, and multi phenomenology data expertise into FIREFLY's existing space and defense portfolio. Once finalized, SciTech will be operated as a subsidiary of FIREFLY. SyTech generated revenues of approximately $164,000,000 for the twelve month period ending June 30. A Taylor Swift listening party movie featuring additional content from her new album, The Life of a Showgirl, has topped the weekend domestic box office. The film that lasts nearly an hour and a half and only shown at about 3,700 AMC theaters brought in a haul of $33,000,000 according to studio estimates compiled by Comscore.

《秀场人生》官方放映活动仅持续三天，包含独家MV首映及斯威夫特对专辑歌曲的个人解读。华纳兄弟《接连不断的战斗》以1120万美元位列第二，较上周首映的2240万美元大幅下滑。A24公司《粉碎机器》以3300多家影院600万美元的成绩排名第三。以下是Seeking Alpha的其他热点新闻。

The official release party of a showgirl had a short three day run and included an exclusive music video premiere and personal reflections by Swift on the songs in the album. In second place was Warner Brothers one battle after another. It brought in $11,200,000 a drop from last weekend when it debuted with 22,400,000.0. Third place saw another release in A24's The Smashing Machine, which pulled in $6,000,000 from more than 3,300 locations. A look now at a few other headlines that are trending on Seeking Alpha.

法国总理上任不久后宣布辞职。我们还将分析除政府停摆外股市多头需警惕的四大风险，并列出停摆期间可参考的40项替代经济指标。据报道波音正筹备本月可能提升737 MAX产量的计划。今日《华尔街早茶》节目与金·康讨论了这些催化剂事件。

The Prime Minister of France has resigned after a short time on the job. We also have a look at four things for stock bulls to worry about other than the shutdown. Also related to the shutdown, we have a list of 40 alternative economic reports to utilize during the shutdown. And Boeing is reportedly preparing for a possible seven thirty seven MAX production hike this month. On our Catalyst watch for the day, we talked about this one on Wall Street Brunch with Kim Khan.

OpenAI将在旧金山Fort Mason举办第三届年度OpenAI开发者日活动，演讲嘉宾包括Sam Altman。与此同时，国际游戏产业的目光将聚焦于拉斯维加斯的全球游戏博览会贸易展，参展企业包括美高梅国际酒店集团、凯撒娱乐、博伊德游戏公司和Flutter娱乐。华尔街早盘时段，道指、标普和纳斯达克期货均呈现上涨趋势。

OpenAI will hold its third annual OpenAI Dev Day event at Fort Mason in San Francisco. Speakers will include Sam Altman. And the eyes of the international gaming industry will be on the Global Gaming Expo Trade Show in Las Vegas. Participating companies include MGM Resorts International, Caesars Entertainment, Boyd Gaming Corporation and Flutter Entertainment. On Wall Street at this early hour, Dow, S and P and NASDAQ futures are in the green.

原油价格上涨1.7%，接近每桶62美元。比特币微涨0.25%，报123,000美元。黄金上涨1.4%，至39.4美元。富时100指数下跌0.2%，德国DAX指数持平。中国市场因假期继续休市，香港市场将于周二因假期关闭。今日盘前最大波动股中，关键金属公司（CRML）暴涨75%，此前有报道称特朗普政府正洽谈入股该公司——其在格陵兰岛的旗舰矿场是全球最大稀土矿床之一。

Crude oil is up 1.7% at nearly $62 a barrel. Bitcoin is up 025% at $123,000 Gold is up 1.4 at $39.4 The FTSE one hundred is down 0.2% and the DAX is flat. The market in China remains closed for a holiday, and the Hong Kong market will be closed on Tuesday for holiday. Critical Metals is on our list of the biggest movers of the day premarket. CRML is up 75% following a report that the Trump administration is in talks to take an equity stake in the company, whose flagship mine in Greenland is one of the world's largest rare earth deposits.

今日经济日程表较为清淡，但我想起十五年前的今天：2010年10月6日，Instagram正式在苹果应用商店上线。当然，如今这款应用已归属Meta Platforms旗下。以上就是今日《华尔街早餐》的全部内容，感谢收听。

And today's economic calendar looks light, but I do have something that was on the calendar fifteen years ago. Instagram was released to the public on the Apple App Store on this day in 2010. Of course, the 'Gram is now owned by Meta Platforms. That's it for today's Wall Street Breakfast. Thanks for listening.

欲全面体验Seeking Alpha对重要股票和ETF的深度报道，请升级为高级会员。访问seekingalpha.com/subscriptions。我是主持人Julie Morgan，祝您今日诸事顺遂。

To take full advantage of Seeking Alpha with coverage on significant stocks and ETFs, become a premium subscriber. Check out seekingalpha.com/subscriptions. I'm your host, Julie Morgan. Go out and make it a great day.