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众泰汽车:公司与特斯拉没有合作
Zheng Quan Ri Bao Wang· 2025-12-12 08:42
证券日报网讯12月12日,众泰汽车(000980)在互动平台回答投资者提问时表示,截至目前,公司与特 斯拉没有合作。未来如有合作,公司会按照相关法律法规要求及时履行信息披露义务。 ...
隆盛科技:已为T公司配套供应定转子等相关产品
Xin Lang Cai Jing· 2025-12-12 08:27
有投资者问,公司是不是特斯拉机器人供应商?隆盛科技在互动平台表示,公司已为T公司配套供应定 转子等相关产品,公司在人形机器人领域将积极拓展现有及潜在客户,持续推进业务布局。 ...
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RT JoshWest247 ⚡️ (@JoshWest247)Checking out the epic @Tesla CyberBear with @teslaownersSV https://t.co/y4x2SZpn66 ...
Rivian Takes On Tesla In Self-Driving Race With Level 4 Autonomy Goal, $49.99/Month Subscription, R2 LiDAR - Rivian Automotive (NASDAQ:RIVN)
Benzinga· 2025-12-12 08:10
Core Insights - Rivian Automotive Inc. is entering the autonomous driving market with its proprietary AI chip, the Rivian Autonomy Processor (RAP1), targeting Level 4 autonomy [1][2]. Group 1: Autonomous Driving Strategy - The RAP1 chip can process 5 billion pixels per second, supporting Rivian's Gen 3 Autonomy Computer [2]. - Rivian's autonomous driving approach includes a combination of LiDAR and camera systems, with upcoming R2 models equipped with LiDAR sensors, 11 cameras, and 5 radars [2]. Group 2: Assisted Driving Features - Rivian introduced the Universal Hands Free (UHF) assisted driving system, capable of operating on over 3.5 million miles of roads in the U.S. and Canada, allowing for autonomous lane changes on highways [3]. - The UHF feature will be available in second-generation R1 models in the future [3]. Group 3: Subscription Model - Rivian announced the Autonomy+ subscription service, priced at a one-time fee of $2,500 or a monthly fee of $49.99, set to launch in early 2026 [4]. Group 4: Competitive Landscape - Rivian's pricing for its autonomous driving technology is significantly lower than Tesla's, which charges $8,000 for its Full Self-Driving (FSD) package or $99 per month [5]. - Rivian's competitors in the autonomous driving space include Alphabet's Waymo and Baidu's Apollo Go, both of which are leading in ride-hailing services [6][7]. Group 5: Market Reactions - Rivian's stock saw a 1.22% increase to $16.63 in after-hours trading, indicating positive market sentiment following the announcements [9].
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This is an Raptor test,I get goosebumps every time 🔥https://t.co/yUeiysGKlF ...
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Ron Baron"I don't expect to sell my personal Tesla or SpaceX shares in my lifetime"https://t.co/QNuYt2Am8V ...
如何看待高成长与经典价值?柏基“传奇基金经理”2019年深度撰文 | 思考汇
高毅资产管理· 2025-12-12 07:03
Core Viewpoint - The article discusses the evolving landscape of investment strategies, particularly the tension between growth and value investing, emphasizing the need for a nuanced understanding of these concepts in the context of modern economic changes [6][8][9]. Group 1: Growth vs. Value Investing - James Anderson acknowledges a widening divide between growth and value investing, suggesting that traditional value metrics may not suffice in a changing economic landscape dominated by tech giants like Microsoft and Google [8]. - The article highlights that while growth and value investing appear divergent, they share fundamental principles, such as the importance of honest long-term cash flow estimation and risk awareness [9]. - Anderson emphasizes the need for a longer time perspective and serious company research, valuing patience and governance sensitivity inherent in value investing [9][10]. Group 2: Historical Context and Literature - The article notes a lack of literature supporting growth investing compared to the extensive documentation of value investing, which has a rich tradition and numerous classic texts [11][13]. - It references Benjamin Graham's views on growth stocks, indicating that while he recognized their potential, he also warned of their speculative nature and preferred investing in larger, less popular companies [13][14]. - The article argues that the realities of the past decade have diverged from Graham's observations, with growth stocks outperforming traditional value stocks [15]. Group 3: Future Investment Landscape - The article posits that future returns are highly uncertain, urging a reevaluation of investment beliefs and strategies in light of complex market dynamics [18][30]. - It suggests that understanding structural changes in the global economy is crucial for predicting long-term investment outcomes, rather than focusing solely on short-term financial metrics [33][34]. - The piece warns against relying on historical volatility to forecast future performance, advocating for a mindset open to exploring various possibilities [38][39]. Group 4: Case Studies - The article compares Coca-Cola and Facebook, illustrating how traditional value metrics may misrepresent the potential of high-growth companies [64][69]. - It highlights that Coca-Cola's growth has stagnated, while Facebook has shown significant growth potential, challenging the notion of which company represents true value [66][70]. - The automotive industry is used as a case study, showcasing how different companies within the sector exhibit varying growth and value characteristics, with General Motors and Ferrari serving as contrasting examples [82][88].
美國車廠求救!中國EV“眼前炸彈”嚇壞老大 #Tesla #中國EV #貿易戰
大鱼聊电动· 2025-12-12 06:08
美國車廠要瘋了! GM、Ford Toyota這些老大 聯合寫信給國會 吼道 中國EV是 “眼前炸彈” 快擋住他們建廠 否則本土 產業全滅! 昨天眾議院 聽證會上 他們甩出報告 中國靠補貼 EV產能達到 美國的三倍 去年砸2300億刀 BYD新車 18個月上線 價格低到傾銷 美國呢? 電池貴 供應鏈亂 Ford還因 稀土短缺 還關廠 共和黨大佬 穆勒納爾 更是補刀 拜登禁令 需要立法鎖死 別讓中國 變“特洛伊木馬” 來偷市場 聽著刺激吧? 但Tesla呢? Elon總愛走鋼絲 上海廠產能爆 供應鏈中國纏身 可WSJ爆料 Tesla要供應商 一年內清 中國零件 全部美本土化 高管闢謠了 但誰信? 無風不起浪 這貿易風暴 Tesla能 鬆這口氣? 兄弟 你說Elon 下步大招是啥? 是本土投資加碼 還是灰色 遊走繼續? 這波中美EV戰 誰會笑到最後?. ...
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Tesla· 2025-12-12 06:01
https://t.co/PldYzdauGl ...
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The 50 cal shot at a Tesla Cybertruck was insane And the question is did it go through? @ArmoredCG https://t.co/rTabumQT2DTesla Owners Silicon Valley (@teslaownersSV):50cal shot at Tesla CybertruckAbsolutely bonkers 🤯🤯 https://t.co/LhuOjwmHYS ...