TSLA：Baird称2026年应持有特斯拉股票，因其Robotaxi业务可能带来大幅收益。 TSLA：Baird称2026年应持有特斯拉股票，因其Robotaxi业务可能带来大幅收益。 责任编辑：张俊 SF065 责任编辑：张俊 SF065 ...

Core Insights - Tesla has published a weak average estimate of vehicle deliveries for the fourth quarter, indicating a potential second consecutive decline in annual sales [1][10] - The company expects to deliver 422,850 vehicles in Q4, which represents a 15% decrease compared to the same period last year [1] - Tesla's total vehicle deliveries for the year are projected to be 1.6 million, down more than 8% from 2024 [4] Delivery Estimates - The average delivery estimate of 422,850 vehicles is lower than external projections, such as Bloomberg's estimate of 445,061 vehicles, which reflects a 10% decline from last year [4] - This unusual disclosure of weak delivery estimates on Tesla's investor relations site raises concerns among investors [2] Sales Performance - Earlier in the year, Tesla experienced a sales slump due to retooling production lines for the Model Y, while facing increased competition from Chinese rivals like BYD, which saw a significant sales increase [5] - Despite a challenging sales year, Tesla's stock has risen over 20% so far in 2025, indicating some investor confidence [9] Market Dynamics - The third quarter saw a record rebound in deliveries as consumers rushed to purchase EVs before the expiration of federal tax credits [9] - Tesla introduced more affordable versions of its Model Y and Model 3, priced under $40,000, to mitigate the impact of the disappearing tax incentives [9] Investor Sentiment - Investors have expressed concerns regarding Tesla's focus on artificial intelligence and autonomous technologies during earnings calls, rather than immediate market opportunities [6]

Can you lay out how much of a disappointment some of these projections really are for Tesla. Yeah. I think, you know, just starting off with the fourth quarter, you have this company compiled consensus, as they call it, you know, round numbers.I'm looking around 423,000 vehicles. That's a pretty substantial difference between, you know, what what Bloomberg Bloomberg's average estimates are, that's around 445,000. So it's about a 22,000 vehicle shortfall.I think, you know, going forward, what's interesting i ...

Wall Street is already looking past 2025 and positioning for the next phase of the artificial intelligence boom, and Wedbush analyst Dan Ives says investors should focus on the “AI ripple effect” winners beyond just chipmakers.Ives told CNBC’s “Squawk Box” on Tuesday that Nvidia Corp. (NASDAQ:NVDA) remains one of his top overall AI names heading into 2026, but he believes the biggest upside will come from companies benefiting from the ripple effects of the AI boom rather than just chip sales.“It’s about the ...

One of the key investing stories to watch in 2026 is the potential for a SpaceX IPO, an offering that was confirmed by the company's CEO Elon Musk. A market expert shares with Benzinga what the IPO could mean for a bull run, other IPOs and Tesla Inc (NASDAQ:TSLA) investors. • Tesla stock is showing positive momentum. What’s next for TSLA stock?SpaceX IPOFreedom Capital Markets Chief Market Strategist Jay Woods said a potential SpaceX IPO in 2026 would be "some IPO.""I hope it happens at the New York Stock E ...

Group 1: Palantir - Palantir is recognized as a leader in AI and data, particularly with defense department approval and corporate adoption [2][3] - The valuation of Palantir is difficult to justify, similar to Tesla, but the compelling narrative can drive stock performance over time [2][3][5] - The company is viewed as transformative, akin to Amazon's early years, indicating potential for significant long-term growth [5][6] Group 2: Tesla - Tesla is highlighted as a transformative AI leader, with strengths in full self-driving technology and robotics [6][7] - Elon Musk's motivation and vision are seen as key factors in Tesla's success, with comparisons made to Apple's ecosystem growth [8][9] - Despite some disappointing car sales numbers, Tesla's broader AI initiatives are expected to drive future growth [9] Group 3: Amazon - Amazon has shown robust earnings, with a significant earnings beat last quarter and AWS business growing at 20% [12][13] - The company is considered fairly valued with a PEG ratio of 1.4, indicating potential for earnings growth and increased free cash flow [13][14] - There is optimism about Amazon's stock potentially rising by 50% next year, supported by strong performance metrics [11][12]

Will Metal platforms has agreed to buy manis. Okay. This is based in Singapore.It's an artificial intelligence agent. They also have Chinese roots, which is kind of interesting. So, Mira, this is part of the effort to build a business around the massive AI investment that Mr.. Zuckerberg has undertaken. The deal right now values man is that some $2 billion. And it's a pretty rare U.S. acquisition of an Asian tech company, a latest multibillion dollar, I bet, from Zuckerberg.The agreement was struck in only ...

Tesla stock (NASDAQ: TSLA) remained in the flat territory Tuesday as Wall Street analysts moved to the sidelines, trimming growth forecasts ahead of the electric automaker's fourth-quarter delivery re... ...

Core Viewpoint - Artificial intelligence (AI) is expected to be the dominant investment theme in global markets by 2025, with a shift in focus towards companies that can leverage AI for sustained revenue growth as 2026 approaches [1][2] Group 1: Companies Benefiting from AI Adoption - Microsoft (NASDAQ: MSFT) is anticipated to be a primary beneficiary as enterprises expand AI workloads in cloud environments, with Azure's growth trajectory expected to strengthen [3] - Apple (NASDAQ: AAPL) is included due to rising expectations that AI will significantly enhance its ecosystem, leading to new revenue streams and deeper user engagement [5] - Tesla (NASDAQ: TSLA) is positioned as an AI-driven growth story, with advancements in autonomous systems and robotics expected to influence market valuation [6] - Palantir Technologies (NASDAQ: PLTR) has emerged as a strong performer in enterprise AI adoption, with demand for its platforms driving a significant re-rating [8] - CrowdStrike (NASDAQ: CRWD) is highlighted as cybersecurity spending increasingly intersects with AI, with a growing demand for AI-enhanced security solutions [10][13] Group 2: Stock Performance - Microsoft shares were trading at $487, having rallied over 15% year-to-date [3] - Apple shares were trading at $272, with an 11% year-to-date gain [5] - Tesla shares traded at $460, reflecting a 21% year-to-date increase [6] - Palantir shares surged to $183, marking a 143% increase [8] - CrowdStrike shares were trading at $475, having rallied over 36% [10]

特斯拉公司在其网站上发布了一份分析师对汽车交付量预期的汇总，其中对当前季度的平均预期比彭博 汇编的数据更为悲观。 今年年初特斯拉销量大幅下滑，当时该公司在各装配厂对生产线进行改造，以生产重新设计的最畅销车 型Model Y。该时期首席执行官埃隆·马斯克涉足政坛也对特斯拉业绩造成拖累。 按特斯拉网站发布的统计，分析师平均预计该公司第四季度将交付422，850辆汽车，同比下降15%。相 比之下，彭博汇编的平均预期为440，907辆，同比下降11%。 尽管特斯拉的投资者关系团队多年来一直在汇总交付量的平均预期，但此前并未在其投资者关系页面上 公开这些数据。今年料将是这家汽车制造商连续第二年汽车销量下滑，其汇总的平均预期显示，全年交 付量约为160万辆，同比下降逾8%。 Future Fund Advisors联合创始人Gary Black在社交平台X上写道："这非常不寻常。显然特斯拉内部有人 希望将投资者关系部门汇总的共识预期尽可能广泛地传播出去"。他据此推测，特斯拉的交付量很可能 在42万辆左右。 第三季度特斯拉交付量跃升至纪录高位，因美国消费者在9月底7，500美元联邦税收抵免政策终止前抢 购电动车。本季度初， ...