Group 1: AI Sector Analysis - Recent weakness in AI stocks is attributed to concerns over the industry's "internal cycle," with Nvidia's $100 billion investment in OpenAI raising questions about the nature of the transaction [3] - Despite short-term pullbacks, the long-term fundamentals of AI remain strong, as evidenced by Micron Technology's 46% revenue growth driven by AI demand and optimistic guidance for the next quarter [3] - Wells Fargo strategists emphasize that AI investments are still in the early stages, suggesting that current market corrections may present opportunities for long-term investors to acquire quality AI stocks [3] Group 2: Chinese Concept Stocks Highlight - While the overall US market is down, the Chinese autonomous driving sector is experiencing growth, with Pony.ai receiving a target price increase from Goldman Sachs due to its Robotaxi services being commercialized in major cities [4] - WeRide has been included in the Nasdaq Golden Dragon Index, which is expected to attract more investment interest, reflecting China's rapid advancements in Level 4 autonomous driving technology [4] - NIO has seen strong orders for its L90 and ES8 models, leading Citigroup to raise its target price, while Futu Holdings has been reaffirmed with an "overweight" rating by JPMorgan, indicating a shift in investment focus towards companies with tangible technology and performance support [4] Group 3: Market Risks and Opportunities - The market faces two immediate challenges: upcoming PCE inflation and unemployment claims data, which could influence the Federal Reserve's interest rate decisions if inflation rebounds [5] - There is a risk of government shutdown due to budget negotiations, which could delay the release of non-farm payroll reports and increase market volatility [6] - For long-term investors, current market fluctuations may help identify strong companies, with a focus on AI hardware leaders like Micron and Nvidia, as well as Chinese autonomous driving firms like Pony.ai and WeRide, which are benefiting from the global trend towards smart technology [7] Group 4: Conclusion on Market Sentiment - The recent decline in the US stock market is viewed as a sign of a return to rationality from previous market exuberance, rather than a disaster [8] - The core of long-term investment lies in capturing the certainty of industrial upgrades, as the AI revolution and commercialization of autonomous driving are unlikely to be derailed by short-term market fluctuations [8]

In June, I began analyzing autonomous vehicle (AV) technology, including its business model components and potential sector leaders or winners. Both Tesla ( TSLA ) and Waymo/Alphabet ( GOOGL ) are the apparent gorillas of the emerging sector, while IExperience is difficult to learn. After 30 plus years of critically analyzing the nuts and bolts of businesses as diverse as airlines, oil, retail, mining to fintech and ecommerce plus the macro, monetary and political drivers. I continue to immensely enjoy lear ...

Group 1 - The article focuses on the analysis of autonomous vehicle (AV) technology, highlighting Tesla and Waymo/Alphabet as the leading companies in this emerging sector [1] - The author emphasizes the importance of experience in analyzing diverse industries, including airlines, oil, retail, mining, fintech, and ecommerce, as well as macroeconomic and political factors [1] - The author has a rich background, having navigated through multiple crises and entrepreneurial ventures, which enhances the ability to understand and benefit from new technologies and business models [1]

Core Viewpoint - Adamera Minerals Corp. has focused on grassroots exploration in Washington State and British Columbia, identifying multiple drill-ready targets in established gold districts, despite funding limitations affecting drilling follow-up [1]. Group 1: South Hedley Property - The South Hedley Property spans 18,714 hectares and is located in a historically significant mining area known for high-grade skarn-hosted gold deposits, with past production exceeding 2.5 million ounces of gold [2]. - Recent field campaigns have uncovered new gold occurrences and structural trends, indicating significant exploration potential [3]. Group 2: Max and Glix Prospects - The Max Prospect was identified through a reconnaissance soil sample showing 1,340 ppb gold, leading to the discovery of a zone with high levels of gold, copper, and arsenic [4]. - The Glix Prospect, located 15 km from Max, has shown soil samples with gold values ranging from 100 to 4,282 ppb, indicating a high-priority exploration target [5][6]. Group 3: Flag Hill and Flag Hill South Properties - The Flag Hill and Flag Hill South properties are part of a larger epithermal gold-silver vein system, with past production in the area exceeding 2.8 million ounces of gold and 15 million ounces of silver [7]. - Drilling in late 2024 at Flag Hill South intersected epithermal veins with grades of 3.0 g/t gold and 70 g/t silver over 2-meter intervals, suggesting increasing vein thickness and grades with depth [8]. Group 4: Empire Creek Property - The Empire Creek Property is situated near historic mines and has shown potential for high-grade epithermal gold mineralization, with historic drilling intercepting 10.5 g/t gold and 183.3 g/t silver over 15.24 meters [9][10]. Group 5: Buckhorn 2.0 Property - The Buckhorn 2.0 Property surrounds the former Buckhorn Mine and has a large database indicating multiple exploration targets, with only 4 out of 40 targets tested so far [11][12].

Core Viewpoint - Hi-View Resources Inc. has successfully completed the acquisition of the Borealis Project, significantly expanding its land portfolio in British Columbia [1][3]. Acquisition Details - The Borealis Project was acquired from Coast Copper Corp. under an asset purchase agreement dated August 27, 2025, for a total consideration of $500,000 in cash, 3,500,000 common shares, and a 3% NSR royalty, with options to repurchase portions of the royalty [1][11]. - The acquisition increases the company's land package by 9,106 hectares, nearly doubling its fully owned portfolio without any work commitments [3]. Geological Insights - The Borealis Project includes several areas of interest, such as Cas, Bren, and Firesteel, each showing promising mineralization potential. - In the Cas area, historical surveys indicated strong IP chargeability highs and sporadic copper and gold anomalies, with soil samples showing up to 138 ppm Cu and 970 ppb Au [3]. - The Bren area hosts Ag-rich polymetallic veins, with drilling results reporting up to 349.7 g/t Ag and 0.68 g/t Au over 0.09 m [4]. - The Firesteel area features mineralization in a replacement/skarn setting, with reported chip intervals of 11.5% Zn and 54.0 g/t Ag over 4.8 m [6]. Future Plans - The company has initiated an airborne survey across the new holdings and plans to apply for permits for an IP survey, aiming to advance to a drill program to test identified targets [3]. Company Overview - Hi-View Resources Inc. is focused on mineral exploration targeting gold, silver, and copper in the Toodoggone region of northern British Columbia, with a total land area of over 18,855 hectares [10]. - The company also has additional properties under option, indicating a robust exploration strategy [10].

Group 1 - Dow futures decreased by 0.01%, while S&P 500 futures increased by 0.13% and Nasdaq futures rose by 0.27% [1] - Chinese concept stocks saw a pre-market rally, with Alibaba rising by 8.98% after announcing a partnership with Nvidia for Physical AI and a significant investment plan of 380 billion yuan over three years [1] - Xiaoma Zhixing's stock increased by 3%, nearing historical highs, following a target price upgrade from Goldman Sachs from $26 to $27.7, and a partnership announcement for deploying autonomous vehicles in Singapore [1] Group 2 - Micron Technology's stock rose over 2% after reporting Q4 revenue of $11.32 billion, a 46% year-over-year increase, and an adjusted EPS of $3.03, up 156.8% [2] - Lithium Americas' stock surged by 68% amid reports that the Trump administration is seeking to acquire up to 10% of the company, highlighting government intervention in the local supply chain for critical minerals [2] - Citigroup raised Wells Fargo's target price from $85 to $90 while maintaining a "neutral" rating [2] Group 3 - UBS raised its Q3 delivery forecast for Tesla from 431,000 to 475,000 units, suggesting the potential for record quarterly deliveries [3] - Deutsche Bank indicated that increased AI spending may be supporting the overall U.S. economy, suggesting that without significant AI capital expenditures, the economy could face recession risks [3]

| PONY 小马智行 | | | | --- | --- | --- | | 21.340 + +0.780 +3.79% | | 收盘价 09/23 16:00 美东 | | 21.9701 0.630 +2.95% | | 盘前价 09/24 04:34 美东 | | 第4年8月8日 99 | | ● 快捷交易 | | 是高价 22.920 | 开盘价 21.010 | 成交县 1588.22万 | | 最低价 20.300 | 昨收价 20.560 | 成交额 3.46亿 | | 平均价 21.779 | 市盈率TM 与损 | 总市值 75.82亿 (1) | | 振 幅 12.74% | 市盈率(静) 亏损 | 总股本 3.55亿 | | 换手率 9.09% | 市净率 8.884 | 流通值 37.3亿 | | 52周景高 23.880 | 三 比 -81.98% | 流通股 1.75亿 | | 52周最低 4.110 | 量 比 1.08 | 图 手 1股 | | 历史景高 23.880 | 股息TTM -- | | | 历史景低 4.110 | 股息率ITM -- | | 小马智行(PONY. ...

One pundit tracking the autonomous driving specialist published a bullish update.Chinese autonomous driving tech company Pony AI (PONY 3.84%) motored well higher on the stock exchange Tuesday. On the back of a fresh analyst update, investors crowded into the stock to leave it with a gain of nearly 4% the trading session. That contrasted with the trajectory of the benchmark S&P 500 index, which moved in reverse with a 0.6% decline on the day.Ramping up service hours and road testingWell before market open, G ...

智通财经APP获悉，周二，小马智行(PONY.US)股价走高，截至发稿，该股涨超5%，报21.63美元。高 盛集团分析师Allen Chang维持小马智行"买入"评级，并将目标价从26美元上调至27.7美元。 ...

Group 1 - Cathie Wood, founder and CEO of Ark Invest, is actively buying stocks, focusing on Chinese companies, including Alibaba, Pony AI, and Baidu [1][2][8] - Alibaba's stock has surged 95% this year, but its revenue growth remains in the single digits for the fourth consecutive year, and it has missed Wall Street profit targets in two recent quarters [3][4] - Alibaba's domestic e-commerce operations, Taobao and Tmall, generate 45% of its consolidated revenue and 113% of its adjusted EBITDA, indicating strong profitability in this segment [5][6] Group 2 - Alibaba has a cash-rich balance sheet, allowing for shareholder returns through dividends and share buybacks, with shares trading at a reasonable forward earnings multiple of 16 times projected earnings [7] - Baidu and Alibaba are trading at forward earnings multiples in the teens, while Pony AI is considered expensive due to its lack of profitability and early revenue growth stage, despite its advantages in autonomous driving [8]