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X @Tesla Owners Silicon Valley
RT Christopher Bowe (@bowefamilyEV)One of the biggest mistakes of the administration ...
Trump’s Market Mayhem: A Rollercoaster Ride for the Ages
Stock Market News· 2025-12-04 06:00
Fuel Economy Regulations - Former President Trump announced plans to roll back Biden-era fuel efficiency standards from approximately 50 miles per gallon (mpg) to 34.5 mpg by 2031, along with the elimination of the Corporate Average Fuel Economy (CAFE) credit trading program by 2028 [2][3] - The rationale for this rollback is centered around "affordability" and "consumer choice," with claims that it will save American families an average of $1,000 on car prices and a total of $109 billion over the next five years [3] Automotive Industry Reaction - The automotive industry, particularly the Detroit Three (Ford, General Motors, and Stellantis), expressed strong support for the rollback, viewing it as a victory for common sense and market alignment [4] - Following the announcement, traditional automakers saw stock price increases, with Stellantis surging 7.64%, Ford and General Motors both gaining less than 2% [5] Impact on Electric Vehicle Manufacturers - The elimination of the CAFE credit trading program is expected to create a regulatory advantage for traditional automakers while potentially harming electric vehicle manufacturers like Tesla and Rivian [6] - Despite this, Tesla's stock rose by 4.08% following the announcement, indicating that market reactions can be unpredictable [6] Trade and Tariff Developments - President Trump has renewed threats of tariffs on China, which has historically affected the soybean market, with soybean futures showing slight increases amid ongoing trade tensions [8] - Costco is suing the U.S. government for refunds on tariffs, with $90 billion in tariffs collected, reflecting broader concerns about tariff legality and market implications [9] Market Volatility and Reactions - The market has shown predictable volatility in response to Trump's tariff announcements, with significant drops in major indices following threats of increased tariffs [10] - The "Trump effect" on stock markets illustrates a cycle of immediate reactions to policy changes and trade rhetoric, with markets adapting to this volatility [14]
Gavin Newsom Slams Trump For Letting China Dominate EVs — Criticizes CAFE Rollback Which Will 'Poison' Air: 'We'll Fight Tooth And Nail…' - Tesla (NASDAQ:TSLA)
Benzinga· 2025-12-04 05:53
California Governor Gavin Newsom (D-Calif.) has slammed the Trump administration for letting China race ahead of the U.S. in the electric vehicles and clean energy sectors.‘Doubling Down On Stupid,’ Says NewsomSpeaking at the New York Times' DealBook Summit on Wednesday, Newsom lamented Trump's "1,800s approach" to manufacturing. "China understands the opportunity," Newsom said, adding that the country was increasing its influence in South America and Europe."We are doubling down on stupid here in the Unite ...
机器人爆发!多股“20cm”涨停,发生了什么?
天天基金网· 2025-12-04 05:23
上天天基金APP搜索777注册即可领500元券包,优选基金10元起投!限量发放!先到先得! 今日早盘,A股市场窄幅震荡,昨日领涨的煤炭板块出现调整,机器人等科技题材则局部复苏,带 动创业板指相对强势。截至午间休市,上证指数报3879.52点,涨0.04%;深证成指、创业板指分 别上涨0.35%和0.76%。 | A股指数 | | 更多 > | | --- | --- | --- | | 上证指数 | 深证成指 | 北证50 | | 3879.52 | 13000.88 | 1395.62 | | +1.52 +0.04% | +45.63 +0.35% | +3.14 +0.23% | | 创业板指 | 沪深300 | 科创综指 | | 3059.76 | 4543.93 | 1562.24 | | +22.97 +0.76% | +12.88 +0.28% | +9.70 +0.62% | A股主要股指早盘表现 人形机器人概念早盘掀涨停潮,海昌新材、固高科技、华伍股份收获20%幅度涨停。有色金属板块 持续升温,铜、铝个股早盘强势,洛阳钼业刷新历史新高,西部矿业、江西铜业等跟涨。上期所沪 铜期货主力合约早盘涨 ...
X @Tesla Owners Silicon Valley
RT TezLab (@TezLabApp)CyberTruck FSD 14.2, TimesSquare to Plaza Hotel - New York CityIt's getting really good - Mad Max.https://t.co/nyU2g9P84T ...
人形机器人概念爆发,机器人ETF易方达、机器人50ETF、机器人ETF富国、机器人ETF鹏华涨超3%
Ge Long Hui A P P· 2025-12-04 05:02
A股三大指数早盘集体上涨,截至午间收盘,沪指涨0.04%报3879.52点,深成指涨0.35%,创业板指涨 0.76%,北证50涨涨0.23%。沪深京三市半日成交额10402亿元,较上日缩量354亿元,全市场近3500只 个股下跌。 7家基金公司上报科创创业机器人ETF,聚焦新质生产力。临近年末,ETF市场"双线发力",近期ETF新 品密集上报,从产品投向来看,聚焦新质生产力领域。据上海证券报引中国证监会官网显示,11月24日 以来,华夏基金、易方达基金、广发基金、华泰柏瑞基金、南方基金、鹏华基金、国联安基金7家基金 公司集体上报了科创创业机器人ETF,这是首批科创创业机器人ETF。 人形机器人概念爆发,消息面上,美国媒体称,特朗普政府考虑"明年对机器人实施行政令"。特朗普政 府开始转向机器人,商务部长卢特尼克一直在与机器人行业的CEO们会面,并"全力以赴"地加速该行业 发展。交通部也正准备宣布成立一个机器人工作组,可能在年底前公布。 有机构分析指出,此次催化 大超预期,将美国对机器人的重视程度从"科技巨头均下场入局"上升至政府层面的明确支持,并有行政 令有望在明年落地。 北美押注机器人赛道背后核心逻辑在于" ...
突然爆发!涨停潮!
Zheng Quan Shi Bao· 2025-12-04 04:56
机器人概念股掀涨停潮。 4日早盘,A股主要股指盘中探底回升,创业板指一度涨超1%;港股亦上扬,恒生科技指数一度涨超 1%。 具体来看,A股三大股指早盘短线冲高后震荡回落,盘中拉升集体翻红。截至午间收盘,沪指微涨 0.04%报3879.52点,深证成指涨0.35%,创业板指涨0.76%,科创50指数涨0.92%,沪深北三市合计成交 10403亿元。 盘面上,小盘股整体疲弱,旅游餐饮、煤炭、酿酒、食品饮料等板块走低;券商板块异动,长城证券 (002939)领涨;机器人概念爆发,海昌新材(300885)、华伍股份(300095)等多股涨停,江苏雷利 (300660)涨超10%;商业航天概念再度活跃,航天环宇、招标股份(301136)等涨超10%。值得注意 的是,人气牛股海王生物(000078)斩获7连板。 另有两位人士表示,美国政府正考虑在明年发布一项关于机器人技术的行政命令。 美国商务部发言人回应称:"我们致力于推动机器人和先进制造业,因为它们是让关键生产回流美国的 核心。" 据一位熟悉计划的人士透露,美国交通部也正准备成立一个机器人工作组,可能在年底前宣布。除此以 外,美国国会议员对机器人技术的兴趣也在上升,共 ...
X @Tesla Owners Silicon Valley
Test drive a Cybertruck, It will blow your mind - Elon Muskhttps://t.co/yumgZiPwE7Elon Musk (@elonmusk):@VanSeedBank I promise that we will make a pickup truck right after Model Y. Have had the core design/engineering elements in my mind for almost 5 years. Am dying to build it. ...
特斯拉发布“擎天柱”跑步视频!创业板50ETF(159949)0.83%,机构建议关注机器人产业链
Xin Lang Cai Jing· 2025-12-04 03:52
炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 12月4日消息,市场早盘下探后回升,尾盘再度回落,创指盘中一度涨逾1%。板块方面,机器人板块领 涨市场。创业板50ETF(159949)场内下探回升,截至午间收盘,上涨0.83%,报1.455元,换手率 3.58%,成交额8.98亿元,成交额居同类ETF首位。 流动性方面,截止12月3日,创业板50ETF(159949)近20个交易日累计成交金额316.12亿元,日均成 交金额15.81亿元;今年以来,223个交易日,累计成交金额3218.25亿元,日均成交金额14.43亿元。 根据最新季报,创业板50ETF(159949)前十大重仓股包括宁德时代、中际旭创、东方财富、新易盛、 阳光电源、胜宏科技、汇川技术、迈瑞医疗、亿纬锂能(维权)、同花顺等龙头企业。 | 重仓括股 (2026-09-30) | | | | | | | | 12 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股票名称 | 博会再编次1 | 排在板管 | 相对上期增域 | 占胶景品(B)t | 占 ...
瑞银发布机器人报告:特斯拉、越疆等人形机器人企业的产能规划逐步落地
IPO早知道· 2025-12-04 03:49
全球人形机器人产业进入量产的关键转折。 本文为IPO早知道原创 作者| Stone Jin 微信公众号|ipozaozhidao 据IPO早知道消息,瑞银证券(UBS)日前发布《Humanoid Robot Insight》报告,对2025年11 月全球人形机器人产业的最新进展进行了全面分析,2026年量产的积极信号正在逐步显现。 瑞银证券报告指出,全球人形机器人产业量产传来利好消息。在11月6日特斯拉股东年会上,埃隆· 马斯克表示人形机器人Optimus的生产线将快速扩大产能。公司计划先在加州弗里蒙特建设100万台 产能的生产线,随后在得克萨斯州奥斯汀市打造1000万台产能的生产线。 与此同时,欧洲投资圈兴趣显著升温。在11月10日当周的欧盟市场调研中, 瑞银证券发现欧洲投资 者对中国科技与具身智能的兴趣较去年同期大幅增强,普遍认为该领域蕴含结构性增长机会。 尽管 未来 1–2 年人形机器人业务尚难贡献显著利润,但资本市场已开始提前布局,关注产业链的长期潜 力。 尤其是, 在全球市场情绪波动的背景下,中国人形机器人制造商展现出强劲的订单动能。报告指 出,中国的人形机器人制造商正持续收到大金额新订单,其中作为 ...