Core Viewpoint - Investors are anticipating announcements from Tesla CEO Elon Musk regarding the company's semiconductor supply strategy [1] Group 1: Company Insights - Tesla's semiconductor supply plans are under scrutiny as investors await further details from leadership [1]

点击蓝字，关注我们 今日上午港股 1. 珠光控股(01176)盘中跌超33%，截至发稿，跌25.64% 。消息面上，3月19日，珠光控股发布公告， 于本公告日期，本公司独立估值师及核数师未能完成彼等各自于2025财政年度的估值及审计工作，包 括但不限于以下方面：投资物业、发展中物业及完成待售物业；贸易应收款项及其他应收款项的预期 信贷亏损评估；投资于一间联营公司(即银建国际控股集团有限公司，其股份于联交所主板上市，股 份代号：0171)；及本集团综合财务报表所载若干重大项目的审计确认书。 2 . 部分黄金股回暖，截至发稿， 紫金黄金国际(02259)涨6.89%，灵宝黄金(03330)涨7.31%，中国黄金 国际(02099)涨2.59%，中国白银集团(00815)涨2.11% 。消息面上，贵金属市场在遭遇暴跌后反弹，现 货黄金一度回升至4700美元上方。 3 . 派格生物医药-B(02565)涨超6% 。消息面上，派格生物医药公布，近日与上海腾瑞制药股份有限公 司就公司核心产品派达康在中国大陆地区的商业化合作签署战略合作协议。 4. 晶苑国际(02232)绩后跌超4%，截至发稿，跌2.03% 。消息面上，3 ...

据贝壳财经，特斯拉"扫货"中国光伏的传闻又有后续。 3月20日，一则市场传闻称， 特斯拉团队计划采购较大规模的中国光伏设备，涉及数家上市公司。 3月20日上午， 一家光伏企业向记者证实了上述消息， 并透露合同规模在吉瓦级。 ...

Me when driving in a Tesla with FSD on https://t.co/4HkmfmPsMl ...

.@elonmusk with a hardhat and a hammer.Grok imagine Chibi template https://t.co/XlXRAfRf3G ...

“I will never go back to a gas car…” https://t.co/Hu34PLYeg5 ...

Group 1 - Tesla is in discussions to purchase $2.9 billion worth of solar manufacturing equipment from Chinese suppliers, including Suzhou Maxwell Technologies, to expand its solar capacity by 100 gigawatts in the U.S. [1][4][8] - The equipment acquisition aims to support Tesla's goal of manufacturing solar panels and cells domestically, with a target to deploy 100 GW of solar manufacturing by the end of 2028 [2][8]. - Suzhou Maxwell Technologies is a leading candidate for supplying the necessary machinery, which includes screen-printing production lines, and is currently seeking export approval from China's commerce ministry [3][4]. Group 2 - Other potential suppliers for Tesla's solar equipment include Shenzhen S.C New Energy Technology and Laplace Renewable Energy Technology, with some equipment requiring export approval from Chinese regulators [4][8]. - The delivery of the equipment is expected before autumn, primarily to be used for Tesla's operations, with some allocated for powering SpaceX satellites [5][8]. - The order from Tesla could significantly benefit Chinese solar manufacturing equipment producers, who have faced weak demand due to a domestic production surplus [9]. Group 3 - The U.S. solar market is protected by tariffs on imported solar panels and cells, but solar manufacturing equipment is exempt from these tariffs, allowing Tesla to source necessary machinery from China [10]. - Elon Musk has criticized tariff barriers for increasing the costs of solar deployment in the U.S., especially amid rising electricity demand driven by AI data centers [11]. - As of 2024, the U.S. had 1,300 GW of electricity generation capacity, with only 10% (135 GW) coming from solar power, highlighting the potential impact of Tesla's solar manufacturing ambitions [12][13].

RT Chattanooga Charge (@ChatCharge)Get your tickets at https://t.co/9fodwBClYi and come join us! ...

Tesla Semi will revolutionize trucking. https://t.co/iCwEjtOAJMElon Musk (@elonmusk):Tesla Semi is super fun to drive ...

RT Tesla Owners Silicon Valley (@teslaownersSV)ELON MUSK’S CORE PHILOSOPHY: FIRST PRINCIPLES THINKINGMost people reason by analogy — they look at what already exists and make small improvements.Elon Musk does the opposite. He breaks problems down to the most fundamental truths and rebuilds solutions from scratch.This single mental habit is why he keeps achieving things others called impossible.Elon explained it perfectly:“A first principles foundational approach would be to say, let’s look at the physics an ...