Tesla(TSLA)
Search documents
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-12-12 03:50
RT mr fundman (@mrfundman)It didn’t go through?? 😳 ...
何小鹏打赌:明年VLA追不上FSD,负责人就裸奔;DeepSeek使用走私Blackwell?英伟达回应;魏牌CEO被曝「休假」
雷峰网· 2025-12-12 02:49
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]
外媒:商界领袖预判美股“七巨头”走势将现分化
Huan Qiu Wang· 2025-12-12 02:34
【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 ...
11月乘用车零售量同比减少7%,特斯拉在欧洲推出平价版Model 3 | 投研报告
Zhong Guo Neng Yuan Wang· 2025-12-12 02:03
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]
特斯拉11月美国销量同比下降近23%,创近四年新低
Jin Rong Jie· 2025-12-12 01:46
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, ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-12-12 01:44
Cybertruck 14.2.1 FSD stopped for person with sign and listened to hand gestures. https://t.co/EH10zDiF28 ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-12-12 00:59
Optimus will stop poverty https://t.co/MEnYLbfDCm ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-12-12 00:52
RT Tesla Owners Silicon Valley (@teslaownersSV)Download and try GrokIt’s most resourceful app you can have on your phone https://t.co/MTli9r9W9W ...
今日国际国内财经新闻精华摘要|2025年12月12日
Xin Lang Cai Jing· 2025-12-12 00:36
International News - Trump signed an executive order on national standards for artificial intelligence, requiring AI suppliers to assess political "bias" [1] - The U.S. Senate rejected two healthcare bills, with ObamaCare subsidies potentially expiring by year-end due to partisan conflicts [1] - The EPA plans to delay the implementation of vehicle air pollution reduction regulations from the Biden era, while the Treasury aims to expand corporate R&D tax credit eligibility [1] - Major U.S. stock indices showed mixed results, with the Dow up 1.34%, while tech stocks like Nvidia, Apple, Google, and Tesla mostly declined [1] Corporate Dynamics - Broadcom's Q4 earnings exceeded expectations, with AI chip sales projected to double and net profit soaring by 97%, yet the stock price fell by 5% in after-hours trading [4] - Oracle's quarterly revenue fell short of expectations, leading to a stock price drop of over 10% and a market cap loss of $102 billion [5] - OpenAI launched the advanced model GPT-5.2, claiming improvements in general intelligence and coding, and announced a $1 billion investment from Disney [5] - Apple lost an appeal in its lawsuit against Epic Games, although a U.S. appellate court partially lifted sanctions against Apple [6] - Lululemon's CEO Calvin McDonald resigned amid a potential proxy battle initiated by the founder [7] Market Performance - The Nasdaq China Golden Dragon Index fell by 0.10%, with significant declines in several Chinese concept stocks, including a 30.82% drop for Yatsen [14] - Commodity markets showed strong performance, with spot gold surpassing $4280 per ounce and WTI crude oil dropping below $57 per barrel [14] - Bitcoin rose above $93,000, gaining 1.19% [15] Economic Outlook - Multiple international institutions raised China's economic growth forecast for 2025, with the World Bank, IMF, and ADB increasing their projections by 0.4, 0.2, and 0.1 percentage points respectively [10][23] - The South-to-North Water Diversion Project has delivered over 84.4 billion cubic meters of water to northern cities, benefiting 195 million people [22]
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-12-12 00:30
RT Tesla Austin Owners Club Official Account (@AustinTeslaClub)Calling All Cybertruck Owners!We have a special opportunity for this year’s Christmas Parade, and we’re looking for a handful of Cybertrucks to take part in something unforgettable.Your truck would:• Lead the parade for media coverage• Carry Christmas characters like Santa Claus• Be featured throughout the parade for maximum visibilityAs a thank you, all participating Cybertruck owners will receive 2 VIP tickets to the T11 Christmas Gala immedia ...