Tesla Inc. (NASDAQ:TSLA) shares have dipped amid fresh blows from slumping China sales and a high-profile investor revolt against Elon Musk‘s eye-popping $1 trillion pay package, yet the electric vehicle giant’s underlying momentum tells a defiant tale of resilience.Check out TSLA’s stock price here. Tesla’s Car Sales Drop In OctoberThe starkest setback hit in China, Tesla’s vital growth engine. October wholesale sales from its Shanghai factory plunged 9.9% year-over-year to 61,497 units—the lowest since Ma ...

[Table_Title] 每日复盘 证券研究报告 2025 年 11 月 5 日 2025 年 11 月 5 日市场全天低开高走，智能电网概念集体 爆发 报告要点： 2025 年 11 月 5 日市场全天低开高走，智能电网概念集体爆发。上证指 数上涨 0.23%，深证成指上涨 0.37%，创业板指上涨 1.03%。市场成交额 18943.40 亿元，较上一交易日减少 440.56 亿元。全市场 3380 只个股上涨， 1905 只个股下跌。 风格上看，各指数涨跌幅排序为：周期>稳定>成长>消费>0>金融；小盘 价值>小盘成长>大盘成长>中盘成长>中盘价值>大盘价值；中证全指表现优 于基金重仓股。 分行业看，30 个中信一级行业涨跌互现；表现相对靠前的是：电力设备 及新能源（3.44%），煤炭（1.54%），综合（1.19%）；表现相对靠后的是：计 算机（-0.72%），非银行金融（-0.52%），综合金融（-0.49%）。概念板块方 面，多数概念板块上涨，海南自贸区、柔性直流输电、特高压等大幅上涨； MLOps、华为欧拉、重组蛋白等板块走低。 资金筹码方面，主力资金 11 月 5 日净流出 86.38 亿元 ...

汽车展区历来是进博会中人气最旺、最受关注的展区之一。今年进博会的汽车及智慧出行展区以"出行，无限可能"为主题，首次构建"三位一体"的汽车产业 生态全景，整合汽车工业、汽车未来及汽车文化三大维度，为观众提供沉浸式体验。 每经记者｜黄辛旭 每经编辑｜余婷婷 11月5日，第八届中国国际进口博览会（以下简称进博会）在上海拉开帷幕。 本田此次携旗下海陆空全领域产品及安全技术成果出展。其中，在四轮出行领域，本田主要展示了其在被动安全技术领域的探索，比如，Honda行人假人 Polarlll、可降低对方车辆冲击的全新ACE承载式车身等。 图片来源：每经记者 黄辛旭 摄 具体来看，本届进博会，特斯拉、梅赛德斯-奔驰、宝马、奥迪、大众、保时捷、捷豹路虎、丰田、本田、现代、通用、福特等12家全球知名外资车企，都 带来了汽车产业最新产品、技术及解决方案。 进博会一直是各家汽车供应链企业展示全新技术、新产品，甚至探索未来出行新想象的窗口。未来"轮子上的生活"究竟会变成怎样？或许可以在进博会的汽 车展区找到答案。 各家车企晒技术底牌 特斯拉Cybercab是今年进博会的一大亮点，这也是其在亚太地区的首秀。 "没有方向盘、没有踏板，车辆 ...

BYD is building a sales lead over Tesla in the UK, pulling ahead in one of Europe’s biggest markets for plug-in cars https://t.co/WBwNLJWtAD ...

今天的全球股市，可谓4月7号的重演。 不仅是股市，就连黄金、石油和比特币，都出现了大规模的暴跌！ COMEX黄金期货跌1.81%报3941.30美元/盎司，COMEX白银期货跌2.40%报46.90美元/盎司。 WTI原油期货12月合约跌0.8%，报60.56美元/桶；布伦特原油期货1月合约跌0.69%，报64.44美元/桶。 加密货币以太坊价格跌破3100美元，跌幅高达14%； 比特币昨晚的价格也下跌超过7%。 为什么突然之间，全球股市以及各类大宗资产都出现了大跌的情况？ 一个重要原因是： 之前一路上涨的AI相关科技，这两天开始回调了。 昨晚美股英特尔跌幅超过6%； 特斯拉跌幅超过5%，市值一夜蒸发802亿美元； 老美科技股龙头英伟达，跌幅 超 过3%，市值一夜蒸发了1990亿美元。 那为何科技股这两天开始下跌了呢？ 几乎所有国家的股市，都吃到了一记重锤。 | 全球指数 | | 更多 > | | --- | --- | --- | | 亚太市场 | 欧非中东 | 美洲市场 | | 恒生指数 | 英国高的 | 道琼斯 | | 25684.86 | 9714.960 | 47085.240 | | -267.5 ...

一场决定埃隆·马斯克未来的豪赌正在拉开帷幕，万亿美金薪酬方案的背后，是他用全部职业生涯押注 的疯狂预言。 特斯拉董事长罗宾·德霍姆在致股东的信中写道："如果马斯克的天价薪酬计划未获批准，他可能会离开 特斯拉。"这番警告如同一颗投入平静湖面的石子，在全球财经界激起层层涟漪。 特斯拉董事长罗宾·德霍姆 万亿赌局 这是一场规模空前的对赌协议。9月5日，特斯拉董事会宣布了一项为期十年的马斯克激励计划，其规模 之大令人瞠目——价值高达1万亿美元。 新华社新闻（侵删） 根据该计划，马斯克需要在未来十年内实现全部12个绩效目标，包括将特斯拉市值推至8.5万亿美元、 销售1200万辆电动汽车、量产100万台人工智能机器人、运营100万辆自动驾驶出租车，并将公司调整后 收益提升至4000亿美元。 全部实现，马斯克将获得这笔史无前例的报酬。一项未达成，他将空手而归。 01 命运表决： 支持与反对的声音交织 11月6日，特斯拉股东大会将对此计划进行表决。 机构股东服务公司ISS和Glass Lewis已联合呼吁投资者投票反对该计划，认为"规模过于庞大，且缺乏有 效的约束机制"。 "这不仅仅是关于金钱，"一位长期跟踪特斯拉的基金经理 ...

中信里昂发布研报称，韩国电池制造商第二次获特斯拉（TSLA.US）储能系统（ESS）供应订单，看似对宁德时代（03750）不利，但随着全球储能市场的强劲增长，仅靠宁德时代难以满足市场 报告表示，在市场增长的背景下，宁德时代的影响并非表面所见那般负面。假设特斯拉储能业务增速与该行预测的2026-2030年美国储能市场19%复合年增长率持平，纳入三星电子和LG能源解 责任编辑：史丽君 ...

Group 1 - Major stock index futures show mixed performance, with Dow futures up 0.10%, S&P 500 futures down 0.15%, and Nasdaq futures down 0.30% [1] - Palantir shares fell over 2% after investor Michael Burry disclosed a significant position in put options, with a nominal value of $912 million, leading to a nearly 8% drop on the day [1] - Chinese concept stocks experienced a broad decline, with Alibaba down 2.02%, Pinduoduo down 0.62%, NetEase down 1.92%, Ctrip down 2.06%, and JD.com down 2.93% [1] Group 2 - Tesla CEO Elon Musk announced that the AI5 chip is expected to begin mass production in 2027, with TSMC and Samsung as manufacturers, while the AI6 chip is set to launch in 2028 [1] Group 3 - Google proposed a new concept of building AI data centers in space to address resource limitations on Earth, utilizing solar-powered satellites with efficiency eight times that of similar panels on Earth [2] - Stellantis announced a global recall of 375,000 plug-in hybrid Jeep Wrangler and Grand Cherokee SUVs due to battery-related fire incidents, with the batteries produced by Samsung SDI [2] - The U.S. government shutdown has reached a record duration of 36 days, surpassing the previous record of 35 days from late 2018 to early 2019 [2] Group 4 - Alphabet's $32 billion acquisition of cybersecurity firm Wiz has passed antitrust review by the U.S. Department of Justice, with plans to integrate Wiz into Google Cloud [3] - Novo Nordisk has lowered its growth outlook for obesity and diabetes treatment drugs due to increased competition and pricing pressure, despite strong sales growth in the first nine months of 2025 [3]

Core Points - Tesla is preparing for a significant shareholder meeting on November 6, where key issues regarding the company's future and CEO Elon Musk's performance will be voted on [1][2] - The company has faced political controversies and declining sales, leading to questions about Musk's leadership and Tesla's investment in AI [2] - A proposed $1 trillion pay package for Musk is a central topic of contention, with potential implications for his role as CEO [3][4] Shareholder Meeting Context - The meeting will address Musk's proposed pay package, which could be worth up to $1 trillion over the next decade, following the rejection of a previous $56 billion plan by a Delaware judge [8] - Musk's compensation is contingent upon achieving ambitious milestones, including raising Tesla's market cap to $8.5 trillion by 2035 and selling 12 million vehicles annually [9] - The board has warned that failure to approve the pay package could result in Musk leaving the company [4] Controversy Surrounding Compensation - Proxy advisory firms ISS and Glass Lewis have recommended that shareholders reject Musk's pay proposal, citing concerns over excessive power and lack of oversight [10] - Musk has publicly criticized these firms, referring to them as "corporate terrorists" during a recent earnings call [10] Investment in AI - Tesla is seeking shareholder approval for an investment in Musk's AI startup, xAI, which has quickly gained value and raised over $12 billion [12][13] - xAI's valuation reached approximately $50 billion in 2024, and it has been involved in significant transactions, including acquiring X in an all-stock deal [12][13] Interconnected Ventures and Accountability - Concerns have been raised about potential conflicts of interest due to Musk's involvement in multiple companies, including Tesla, SpaceX, Neuralink, and xAI [14] - Tesla's board has rejected numerous shareholder proposals aimed at increasing accountability, although some proposals have made it to the ballot [15][16] - Proposed measures include amending bylaws to limit derivative lawsuits and integrating sustainability metrics into executive compensation [17]

1.【哪吒汽车关联公司新增被执行人信息，执行标的2526万余元】天眼查法律诉讼信息显示，11月4 日，哪吒汽车关联公司合众新能源汽车股份有限公司新增一则被执行人信息，执行标的2526万余 元，执行法院为北海海事法院。合众新能源汽车股份有限公司成立于2014年10月，法定代表人为方 运舟，注册资本约28.37亿人民币，经营范围包括新能源汽车整车及零部件的设计开发、生产、销售 及相关的咨询服务等。股东信息显示，该公司由南宁民生新能源产业投资合伙企业（有限合伙）、北 京华鼎新动力股权投资基金（有限合伙）、宜春市金合股权投资有限公司等共同持股。天眼风险信息 显示，该公司现存3条被执行人信息，被执行总金额超2591万余元。此外，该公司还存在多条限制消 费令、股权冻结信息。（界面新闻） 2.【特斯拉10月份英国汽车销量减半】研究机构 New AutoMotive周三发布的数据显示，特斯拉10 月份在英国的汽车销量同比下降了一半，这与美国电动汽车制造商在欧洲其他国家的销量大幅下降形 成了呼应。数据显示，当月特斯拉在英国的新注册量只有495辆，比去年同期的1013辆下降了 51%。特斯拉一直在努力，以提高在西班牙、荷兰和北欧 ...