Electric vehicle (EV) giant Tesla ((TSLA) made a stunning comeback recently, with its third-quarter 2025 delivery numbers surging 7% year over year, comfortably surpassing the weak performance of the previous two quarters. However, this record delivery, which smashed past the market consensus of around 447,600 deliveries, according to estimates compiled by FactSet (as reported by CNBC), was largely driven by the U.S. federal EV subsidy, which expired in September and prompted a rush of buyers hoping to capt ...

全球化智库副主任高志凯在访谈中表示： 一旦中国实现了芯片生产的独立自主，中国一定会进一步扩大对海外市场的出口。到那个时候，中国芯片的独立自主将会造成一场世界范围内的芯片革命。 当美国向中国发动关税战的时候，有美国BBC的记者问我中国会怎么办，出口到美国的产品占中国总出额的15%，这15%的市场丢了，中国应该怎么办。 我说我们不在乎，中国已经发展了5000年，如果你美国要欺负中国，如果你打算将中国拒之门外的话，那么中国就已经做好未来5000年没有美国市场的打算 了。 根据人民日报海外版所发布的调查报告显示，美国的关税政策，对于那些深耕美国本土市场的企业来说有着积极作用，可以有效的压制其竞争对手。但是对 于那些核心市场在中国的美国企业来说，美国的关税政策将会使这些企业的生产成本上升，出口竞争力减弱。 美国汽车创新联盟曾代表福特、通用、现代、丰田等国际汽车集团上书美国政府，要求想办法解决稀土材料断供的问题。 参考资料： 加征关税难解"美国制造"之困（环球热点） 受损最严重的产业就是美国的汽车工业体系，不管是福特还是通用，其财报当中均提到了因关税问题导致公司的整体利益受损，福特的损失达到了8亿美 元，通用的损失达到了 ...

格隆汇10月3日｜富国银行：将福特汽车(F.US)目标价从8美元上调至10美元；将通用汽车(GM.US)目标 股价上调至40美元，此前为38美元。 ...

Nissan Motor Co. Ltd (OTC:NSANY) has issued a recall for the company's entry-level Leaf EV, which retails for around $29,990 for the 2026 model.Battery Fire RiskThe company issued the recall for 19,077 units from 2021 and 2022 model years over a potential fire risk involving units equipped with a Level 3 Quick Charging port, the company said in its acknowledgment of the recall sent to the NHTSA on Thursday."The lithium-ion battery may overheat during Level 3 charging. A quick charging battery that overheats ...

Despite an already slow uptake of electric vehicles in the U.S., there is a high probability that the EV share of overall vehicle sales will decline in the near term.The CEO of Ford Motor Company (F -0.45%) is forecasting a significant decline in the relative market share of electric vehicles in the U.S.*Stock prices used were the afternoon prices of Sept. 30, 2025. The video was published on Oct. 2, 2025. ...

Sour Lake Ford Announces Launch of 2026 Model at Its Texas Ford DealershipSour Lake Ford has announced the arrival of its 2026 model, highlighting the dealership's commitment to growth, innovation, and long-term positioning in the automotive market.October 02, 2025 6:09 PM EDT | Source: GetFeatured Sour Lake, Texas--(Newsfile Corp. - October 2, 2025) - Sour Lake Ford has announced the addition of the 2026 model to its dealership lineup. The launch reflects the dealership's ongoing focus on kee ...

We spent some time in Detroit this week with Jim Far, the CEO of Ford. He brought together a large group of CEOs and other business people to talk about what he calls the essential economy and he defines that as people who move things, fix things and build things. >> I think um Mr.. Farley's concept is a very good one and it represents a very important difference from an idea that's very fashionable which is to fetishize manufacturing and by broadening the concept to fixing and moving as well as making thin ...

And now let's bring in our next guest. He's former Ford CEO Mark Fields. He's going to discuss what this morning's data means for the industry.Uh Mark, I'd sort of actually like to get you started there on a point that Phil said doesn't get much attention. And I'm wondering if you can add your perspective about the energy deployed, 12.5% gawatt. Uh that's the highest on record for Tesla. What does that mean for the industry and what's your view on that.Well, obviously it's a a a growing part of Tesla's busi ...

And now let's bring in our next guest. He's former Ford CEO Mark Fields. He's going to discuss what this morning's data means for the industry.Uh Mark, I'd sort of actually like to get you started there on a point that Phil said doesn't get much attention. And I'm wondering if you can add your perspective about the energy deployed, 12.5% gawatt. Uh that's the highest on record for Tesla. What does that mean for the industry and what's your view on that.Well, obviously it's a a a growing part of Tesla's busi ...

Group 1: OpenAI and Market Reactions - OpenAI has become the world's most valuable startup with a valuation of $500 billion, surpassing SpaceX's $400 billion [3] - Current and former OpenAI employees sold approximately $6.6 billion of stock to investors including Troll Price and SoftBank [3] - Equity markets have shown resilience amid the government shutdown, with the Dow Jones and S&P 500 reaching record highs [4][57] Group 2: Government Shutdown Impacts - The Trump administration has frozen $18 billion in New York City infrastructure projects and $8 billion in climate-related projects across 16 states [5] - Approximately 750,000 federal workers are expected to be furloughed due to the shutdown [5][14] - The economic effects of the shutdown are beginning to be felt, with a labor slowdown indicated by the ADP report [4][9] Group 3: Electric Vehicle Market Insights - Tesla is expected to report its strongest quarterly sales, with Wall Street estimating third-quarter deliveries at about 441,500 vehicles [42] - The expiration of the $7,500 EV tax credit may lead to a temporary slowdown in demand, but analysts believe strong incentives from manufacturers will sustain interest in EVs [45][48] - Ford and GM have reported record EV sales in the third quarter, indicating continued consumer interest despite the tax credit expiration [44][45] Group 4: Stock Market Trends and Predictions - October is historically a volatile month for stocks, often leading to declines known as the "October effect" [19][20] - Despite potential volatility, the S&P 500 has shown outsized median returns in Q4, averaging 6.5% [24] - The upcoming earnings season, starting mid-October, is expected to set the tone for market performance, with a focus on margins and AI spending [28][29] Group 5: Trending Stocks and Partnerships - SK Hynix and Samsung have announced partnerships with OpenAI to build data centers in South Korea, boosting their market cap by $37 billion [31] - Alibaba received a price target upgrade from JP Morgan, citing improved cloud revenue outlook and AI synergy, leading to a nearly 45% increase in target price [32] - Crypto stocks are rising as Bitcoin approaches $119,000, with investors seeking safety amid the government shutdown [33][54]