大家好我是大鱼 华尔街分析师 Gordon Johnson 放话预测 Tesla股价将 暴跌至19美元 从当前的 446美元崩盘 这听似极端 但他历来预言 总会引发热议 尽管准确率堪忧 事实上 34位主流分析师 的平均目标价 大约393美元 顶尖者更看好 至500美元以上 寄希望于 FSD与Optimus 机器人颠覆产业 但我们也不能 忽略风险 电动车竞争在加剧 Tesla在部分市场的 市占率正出现下滑 Q4交付若疲软 股价就很可能 出现震荡 让我们理性拆解 这场预言风暴 大家不要错过 今天的精彩内容 OK let's go 特斯拉的股票 周四收盘是446.87% 全天下跌了 4.58%美元 跌幅是1.02% 成交量是 5513万股 最近华尔街又有 那个老熟人 跳出来喊话了 戈登·约翰逊 GLJ Research的头头 又重申他的神预测 他认为Tesla的股价 会跌到$19.05% 啥？ 从现在的 $446掉到19刀？ 这不是在说 Tesla要从 电动车王者 变成二手脚踏车吗？ 哈哈 我一听就乐了 这哥们儿的 预测准头 简直像在 猜乐透号码 偏偏每次都中 那个最惨的 说真的 Gordon这人 不是头一回了 从 ...

Group 1 - The first full-scale venting test of a 10 MPa high-pressure hydrogen pipeline in China was successfully conducted, marking a significant advancement in hydrogen pipeline safety technology [2] - Samsung is accelerating preparations to produce Tesla's AI5 chip in the U.S. by recruiting experienced engineers to address complex wafer fabrication challenges and ensure stable production yields [2] - The "Jiutian" drone successfully completed its maiden flight, showcasing its capabilities as a large general-purpose drone platform with a maximum takeoff weight of 16 tons and a payload capacity of 6,000 kg [3][4] Group 2 - The "Jiutian" drone can adapt to various civilian scenarios through modular payloads, including heavy cargo transport, emergency rescue, and geographic surveying, indicating a breakthrough in large drone technology in China [3] - Xiaomi's first large home appliance factory in Wuhan has officially commenced production, with the first self-produced product being the "Mijia Central Air Conditioning Pro Dual Fan Wheel" [4]

Tesla Inc. (NASDAQ:TSLA) recorded a marked decline in U.S. sales during November to a near four-year low.Tesla Sales Fell 23%The company sold 39,800 units in the U.S. during November, a 23% year-on-year decline from the 51,513 units it sold in the previous year, Reuters reported on Thursday. The figures represent the automaker's lowest tally since January 2022.Tesla's market share in the U.S. EV sector rose to over 56.7% from 43.1% as legacy automakers scaled back their EV efforts.Tesla is offering 0% finan ...

Group 1 - The report highlights the financial performance and analysis of major tech companies such as Meta, Western Digital, AMD, and Amazon, indicating a mixed outlook with some companies exceeding expectations while others show signs of slowing growth [10][28][31][39]. - A key indicator in the A-share technology sector is signaling alarm, suggesting potential challenges ahead for the industry [10]. - China's PMI and real estate data have declined again in October, reflecting ongoing economic pressures [10]. Group 2 - Nvidia's GTC conference revealed strong demand for its Blackwell chips, with expectations to ship 20 million units and a cumulative order value of $500 billion, significantly surpassing the previous generation's performance [17][20][21]. - Nvidia's data center business has shown impressive growth, with quarterly revenues reaching $41.1 billion, marking a 70% increase based on projected future deliveries [21]. Group 3 - Meta's quarterly earnings exceeded expectations, with revenues of $51.2 billion, a 26% year-over-year increase, and an adjusted EPS of $7.25, surpassing market forecasts [28][29]. - Meta's capital expenditures are projected to reach $70-72 billion in 2025, indicating a commitment to expanding AI capabilities [30]. Group 4 - Microsoft's quarterly revenue was $77.67 billion, an 18% increase year-over-year, with cloud business growth slightly below some expectations [31][33]. - Microsoft plans to increase its AI capacity by 80% this year, reflecting strong demand signals in the market [33]. Group 5 - Google's cloud revenue reached $15.16 billion, a 34% increase year-over-year, with significant growth in backlog orders [35][37]. - Google has raised its capital expenditure forecast for the year from $85 billion to $91-93 billion, indicating ongoing investment in capacity expansion [38]. Group 6 - Amazon reported quarterly sales of $180.2 billion, a 13% increase, with AWS cloud revenue growing 20%, marking the highest growth rate in nearly three years [39][40]. - Amazon's cash capital expenditures are expected to be around $125 billion in 2025, reflecting a strong commitment to infrastructure and capacity growth [40]. Group 7 - AMD's third-quarter revenue was $9.246 billion, a 36% year-over-year increase, with data center revenue also showing strong growth [43][45]. - AMD has entered a multi-year agreement with OpenAI to deploy 6GW of GPUs, potentially generating over $100 billion in revenue in the coming years [45]. Group 8 - Western Digital's quarterly revenue was $2.82 billion, a 27% increase year-over-year, with a focus on enhancing storage density rather than expanding production capacity [47][48]. - The company is optimistic about AI driving future storage demand, with significant orders already secured for 2026 [48].

每经AI快讯，有投资者在投资者互动平台提问：董秘您好，公司第八届董事会于2022年3月份发布公告 称网传特斯拉收购众泰汽车消息不属实，请问特斯拉是否与公司有过收购、代工等方面的合作事项接 洽？ （记者 张明双） 众泰汽车（000980.SZ）12月12日在投资者互动平台表示，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。 ...

RT mr fundman (@mrfundman)It didn’t go through?? 😳 ...

Key Points - Xiaopeng Motors' founder He Xiaopeng made a bet with his team regarding the performance of their VLA2.0 compared to Tesla's FSD by 2026, indicating confidence in the advancement of autonomous driving technology [4][5] - Nvidia responded to allegations that Chinese startup DeepSeek used smuggled Blackwell chips for AI model training, stating they have seen no evidence of such activities [7] - ZTE Corporation announced its commitment to anti-corruption and is currently in communication with the U.S. Department of Justice regarding compliance investigations related to overseas bribery [9][10] - Zhu Xiaohu commented on Tencent's cautious investment strategy over the past 20 years, emphasizing that the company waits for market clarity before making significant moves [11] - The Chinese government is expected to continue its "national subsidy" policy for consumer goods in 2024, with a focus on optimizing implementation by 2026 [19][20] - MiniMax and Zhizhu, two domestic AI unicorns, are reportedly planning to conduct IPOs in Hong Kong soon, aiming to become the first publicly listed company in the large model sector [21] - JD Industrial, a subsidiary of JD Group, officially listed on the Hong Kong Stock Exchange, raising approximately HKD 2.827 billion [22][23] - Meitu's CEO announced an internal venture initiative, allowing employees to apply for funding to develop AI projects, aiming to enhance organizational efficiency [24] - Lantu Motors' chairman emphasized the need for a breakthrough in the luxury car market, which has been dominated by foreign brands [25] - Xiaomi launched its first self-produced central air conditioning unit at its Wuhan smart home appliance factory, showcasing advancements in its manufacturing capabilities [26][27]

【环球网财经综合报道】据《财富》（Fortune）杂志，随着科技"七巨头"（英伟达、微软、苹果、谷歌母公司Alphabet、亚马逊、Meta及特斯拉）近年贡献 标普500指数超半数涨幅，其未来走势引发商界关注。多位商界领袖认为，这七家企业未来表现或将呈现显著分化态势。 亚马逊成为争议最大的企业。部分受访者将其列为增长潜力榜首，认为其正加速追赶AI领域竞争对手；另一部分人则将其置于末位，理由包括"难以吸引顶 尖人才""衰退担忧"及"奈飞与华纳兄弟的交易影响"等。 思科CEO约翰·钱伯斯表示："会有两三家表现非常好，两三家表现非常差，还有一两家处于中间地带。若当前押注发展势头，我会选择Alphabet（谷歌）、 微软和英伟达。值得一提的是，一年前谷歌还不在我的名单中。" 这一观点得到其他商业领袖的呼应，多位受访者普遍看好谷歌，主要基于其最新推出的AI模型Gemini 3。一位CEO坦言："我对公司业务健康状况的信心超 过对其股价的信心。" 在排名竞争中，微软与英伟达被多位受访者视为"第二梯队"的有力竞争者。一位财富100强企业高管指出，微软在企业市场"关系深厚，且拥有可落地的AI产 品"；不过也有科技界人士提及微 ...

Core Viewpoint - The automotive market in China is experiencing a mixed performance, with a decline in overall retail sales but a significant increase in the new energy vehicle (NEV) segment [1][2][3] Market Overview - The automotive sector saw a weekly increase of +1.38%, with the best-performing sub-sector being automotive parts [2] - The cumulative retail sales of passenger vehicles from January to November reached 21.52 million units, a year-on-year increase of +6% [1][2] - In November, the retail sales of passenger vehicles were 2.263 million units, down -7% year-on-year but up +1% month-on-month [1][2] New Energy Vehicle Performance - In November, NEV retail sales reached 1.354 million units, marking a year-on-year increase of +7% and a month-on-month increase of +6% [1][2] - The penetration rate of NEVs in the passenger vehicle market reached 59.8% in November [1][2] Company-Specific Developments - BYD's sales in November were 480,200 units, continuing to show a year-on-year decline [3] - Li Auto launched its first AI smart glasses, marking its entry into the wearable AI device market [3] - Deep Blue Automotive initiated a new round of financing aimed at R&D and brand enhancement [4] Investment Recommendations - Companies involved in intelligent vehicle technology and those with potential overseas sales are recommended for investment [5] - Specific vehicle manufacturers to watch include BAIC Blue Valley, Great Wall Motors, and GAC Group [6] - Recommended automotive parts companies include Songyuan Safety, Zhejiang Xiantong, and Lingyun Co., Ltd. [7]

税收抵免结束对许多电动汽车竞争对手的打击更大。数据显示，11月份美国电动汽车整体销量同比下降 了41%以上，特斯拉的市场份额从去年同期的43.1%上升到56.7%。 来源：环球市场播报 考克斯汽车公司（Cox Automotive）周四提供的数据显示，特斯拉11月份在美国的销量降至近四年来的 最低点，尽管该公司推出了其最畅销电动汽车的新版本， 自9月底特朗普政府终止7500美元的联邦税收抵免以来，电动汽车销售受到了广泛打击。为了应对需求 的下降，特斯拉在10月份推出了精简版的Model Y和Model 3，售价比之前的基本款低约5000美元。 根据考克斯的数据，标准版的需求对11月份的销售起到了支撑作用，但该公司当月总销量仍从去年同期 的51513辆下降了近23%，至39,800辆，是自2022年1月以来的最低水平。 "销量下降无疑表明，在税收抵免到期后，对标准车型的需求不足，而标准车型本应提振销售，" 考克 斯的行业洞察主管Stephanie Valdez Strey在接受采访时表示。"标准版的销量正在蚕食高级版的销量，尤 其是Model 3。" 在经历了多年的销量飙升之后，去年特斯拉的交付量首次出现下降， ...