RT Elon Musk (@elonmusk)@teslaownersSV Lot of room for improvement tbh, but we’re making progress ...

Investment Rating - The report maintains a "Recommendation" rating for the automotive sector, indicating a positive outlook for investment opportunities in the coming quarters [5]. Core Insights - The automotive sector is expected to stabilize in Q4 2025, with potential upward movement in Q1 2026, driven by policy direction, profit expectations, and valuation adjustments [1]. - Recent retail performance has been subdued due to the impact of trade-in incentives, and the Guangzhou Auto Show has had limited effect on new car sales [1]. - The report highlights the rebound of state-owned enterprises in vehicle manufacturing, influenced by catalyst factors [1]. Data Tracking - In late November, the discount rate for vehicles increased slightly to 10.1%, with a month-on-month rise of 0.1 percentage points and a year-on-year increase of 1.6 percentage points [3]. - October wholesale vehicle sales reached 2.96 million units, a year-on-year increase of 7.5% and a month-on-month increase of 3.6% [3]. - Retail sales in October were 2.09 million units, reflecting a year-on-year decline of 9.2% and a month-on-month decline of 6.4% [3]. Market Performance - The automotive sector saw a weekly increase of 3.33%, ranking 11th among sectors [9]. - The overall market indices also showed positive movement, with the Shanghai Composite Index rising by 1.40% and the ChiNext Index increasing by 4.54% [9]. Industry News - As of October 2025, the automotive industry reported a profit of 389.5 billion yuan, a year-on-year increase of 4.4%, with total revenue reaching 8,877.8 billion yuan [29]. - The inventory level for passenger vehicles at the end of October was 3.41 million units, indicating a seasonal increase in stock [29]. - New energy vehicle company Li Auto announced plans to release AI-powered accessories, indicating a trend towards integrating advanced technology in vehicles [29].

Market Performance - The S&P 500 index closed at 6,849, reflecting a weekly increase of 3.7% and a year-to-date increase of 16.4%[6] - The Nasdaq 100 index reached 25,435, with a weekly rise of 4.9% and a year-to-date increase of 21.0%[6] - The Dow Jones Industrial Average increased by 3.2% this week, with a year-to-date growth of 12.2%[6] Sector Analysis - The automotive and auto parts sector saw a significant weekly increase of 9.3% and a year-to-date increase of 9.9%[9] - The information technology sector reported a weekly rise of 4.6% and a year-to-date increase of 32.8%[9] - The healthcare sector experienced a weekly increase of 1.9% and a year-to-date increase of 21.0%[9] Fund Flows - The energy sector recorded a net inflow of $48 million this week, with a total of $572 million over the past 52 weeks[11] - The materials sector faced a net outflow of $290 million this week, totaling a negative $3.344 billion over the past 52 weeks[11] - The financial sector had a net inflow of $2.106 billion this week, with a total outflow of $6.723 billion over the past 52 weeks[11] Earnings Forecast - The overall EPS adjustment for the energy sector was 0.3% this week, with a year-to-date adjustment of -7.4%[14] - The materials sector saw an EPS adjustment of 0.6% this week, with a year-to-date adjustment of 4.9%[14] - The information technology sector's EPS adjustment was 0.6% this week, with a year-to-date adjustment of 28.0%[14]

1.【特斯拉FSD加速在欧洲推进，已获准在西班牙进行测试】特斯拉FSD（监督版）项目正在欧洲加 速推进，其中西班牙凭借其新推出的"西班牙自动驾驶车辆框架计划"（ES-AV）成为关键测试枢纽。 西班牙交通总局于2025年7月正式启动ES-AV计划，旨在为自动驾驶车辆从原型阶段到预认证阶段的 测试建立统一标准。（IT之家） 2.【保时捷高管：911暂不推插混车型，因需改动车身布局】 保时捷911的"性能混合动力"系统将是 这款标志性跑 车在电动化道路上所能达到的极限，除非技术的进步能大幅减小电池的尺寸和重量。 据《Drive》报道，保时捷双门车型系列副总裁弗兰克・莫泽（Frank Moser）在接受媒体采访时表 示，品牌曾考虑推出911插电式混合动力（PHEV）车型，但最终因尺寸和重量限制而放弃。（搜 狐） 3.【中创新航与零跑汽车合资动力电池制造基地开工，明年6月投产】11月28日，武义中凌新能源动 力电池智能制造基地项目举行开工活动。武义县新质智造产业园内，塔吊林立、机声隆隆，1100余 名工人正在热火朝天推进项目建设。中凌新能源动力电池智能制造基地项目由中创新航科技集团股份 有限公司和浙江零跑科技股份有限公 ...

Tesla Inc. (NASDAQ:TSLA) is hiring silicon module process engineers across all chip manufacturing disciplines in Austin and Palo Alto, according to a post on X by Tesla Yoda.The roles cover processes related to lithography, etching, deposition, epitaxy, metals, implants, polishing, metrology, and inspection.Earlier this week, Tesla CEO Elon Musk announced that candidates with exceptional skills in AI and semiconductor engineering should email at AI_Chips@Tesla.com.Custom AI Chip ProductionAccording to Tesla ...

Internet access enables education and gives small producers access to global markets, helping lift them from povertyElon Musk on Starlinkhttps://t.co/FmrlG4Nzap ...

RT Tesla Owners Silicon Valley (@teslaownersSV)𝕏 Chat UpdateBlock Screenshot: hides chat messages in screenshots.Screenshot Notifications: alerts the chat when someone screenshots.Both now available.https://t.co/zHPrqR3oiR ...

RT Sawyer Merritt (@SawyerMerritt)This is why Tesla's Cybercab will have two seats: https://t.co/VsITlxHeyX ...

Core Viewpoint - The article discusses the impact of U.S.-China relations on investment trends, particularly how U.S. stock market dynamics influence A-share market movements, and highlights the strategic competition between the U.S. and China in various sectors, especially technology and AI [2][7]. Group 1: Economic Context - Since the 2008 financial crisis, global economic growth has not exceeded 3%, with the U.S. averaging around 2% and Europe below 2%, indicating a persistent economic slowdown [3]. - The U.S. maintains a certain growth rate due to the dollar's status as the global currency, which attracts global investments, particularly in high-tech sectors [3]. - The U.S. has resorted to quantitative easing to sustain economic growth, leading to a significant increase in national debt, which has begun to outpace defense spending, thereby weakening military dominance [3][4]. Group 2: Supply and Demand Dynamics - China's manufacturing sector faces overcapacity and price wars, primarily due to slow global demand growth, despite being the largest manufacturing country [4]. - The demand for Chinese products remains weak, even with increased money supply in the U.S. and Europe, as high-end chip imports are restricted [5]. - The stagnation of foreign exchange reserves has hindered income growth for workers, creating pressure for wage increases, while companies struggle to improve profit margins [5]. Group 3: Investment Trends and Opportunities - The introduction of Tesla has spurred the development of the electric vehicle industry in China, showcasing a learning process from U.S. practices [5]. - The article notes that the correlation between U.S. stock performance and A-share market trends is influenced by broader economic factors and strategic competition [6][8]. - AI investment is highlighted as a key area of growth, with the U.S. and China in a competitive yet cooperative relationship, particularly in technology and military domains [7][8]. Group 4: Future Challenges - The article warns of potential risks in the investment landscape due to ongoing economic challenges and the dual bubble risks in the real estate and stock markets [6]. - The global economy is experiencing significant polarization, with only a few countries benefiting from AI investments, while traditional oil economies face substantial challenges [8].

Elon Musk “Optimus will actually eliminate poverty and provide incredible medical care. In time, Optimus could even surpass the best human surgeons.”https://t.co/qjH8dxz6xJ ...