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Tesla: The Market Will Eventually Ignore The Carefully Crafted Disruption Narrative (TSLA)
Seeking Alpha· 2026-03-30 16:17
Tesla, Inc.'s ( TSLA ) market cap is built on intense investor hype over its suite of pending launches that hold promise for market disruption and large respective total addressable markets (“TAM”), but with the Texan automaker'sThe equity market is a powerful mechanism as daily fluctuations in price get aggregated to incredible wealth creation or destruction over the long term. Pacifica Yield aims to pursue long-term wealth creation with a focus on undervalued yet high-growth companies, high-dividend ticke ...
Tesla: The Implosion Isn't Done Yet (NASDAQ:TSLA)
Seeking Alpha· 2026-03-30 14:20
Is Tesla Inc. ( TSLA ) an automotive company? A rocket company or a robotics company? These questions are becoming harder and harder to resolve, as CEO Elon Musk’s long-term vision appears to beJR Research is an opportunistic investor. I was recognized by TipRanks as a Top Analyst, and also by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. I identify attractive risk/reward opportunities supported by robust price action to potentially genera ...
电子行业周报:中国晶圆产能占比望超30%,小米2025年四大业务协同增长-20260330
Donghai Securities· 2026-03-30 14:08
[Table_Reportdate] 2026年03月30日 标配 行 业 周 报 [证券分析师 Table_Authors] 方霁 S0630523060001 fangji@longone.com.cn 联系人 方逸洋 [table_stockTrend] -35% -16% 3% 22% 41% 61% 80% 25-03 25-06 25-09 25-12 申万行业指数:电子(0727) 沪深300 [相关研究 table_product] 1.乐鑫科技(688018):公司AIOT产 品不断迭代,毛利率继续维持较高水 平——公司简评报告 2.GTC大会正式发布Vera Rubin与 LPU,国内头部CSP云业务持续增长 — — 电子行业周报 2026/3/16- 2026/3/22 3.寒武纪(688256):全年业绩高增, 关注下一代思元芯片商业化落地— —公司简评报告 [Table_NewTitle 中国晶圆产能占比望超 ] 30%,小米2025 年四大业务协同增长 fyy@longone.com.cn 联系人 ——电子行业周报2026/3/23-2026/3/29 董经纬 [table_mai ...
Why April Could Be a Turning Point for Tesla Stock
Yahoo Finance· 2026-03-30 12:50
Given the thus-far glacial pace of Tesla's (NASDAQ: TSLA) robotaxi rollout, it's hard to expect anything dramatic in April. However, the narrative around the stock could change in a positive direction. There are three main catalysts for this change that investors need to keep a close eye on. 1. Tesla's delivery numbers These numbers may be released by the time you read this, and the fierce debate around them will be over. A UBS analyst threw the cat among the pigeons in mid-March by projecting Tesla's d ...
AI智能汽车4月投资策略:小鹏第二代VLA上车,看好智能化
Soochow Securities· 2026-03-30 12:46
证券研究报告 AI智能汽车4月投资策略: 小鹏第二代VLA上车,看好智能化 证券分析师 :黄细里 执业证书编号:S0600520010001 联系邮箱:huangxl@dwzq.com.cn 联系电话:021-60199793 2026年3月30日 请务必阅读正文之后的免责声明部分 核心结论 2 ◼ 3月智能化边际变化总结:L3软硬件发力。政策端两会期间行业共识从"要不要发展"转向"如何规模化落地", 广东省印发2026-2035产业规划明确加速L3/L4研发及全场景无人驾驶试验。小鹏汽车首批第二代VLA大模型正式 推送,主打全场景能力、安全丝滑与高效率,我们实测拟人感强;理想汽车发布MindVLA-o1强化物理世界理 解能力;华为首发量产896线双光路激光雷达,凭借广角+长焦一体成像技术再次拉高感知天花板。 ◼ 4月智能化催化:关注Cybercab时间表与北京车展发布。2月特斯拉已正式宣布首辆量产版 Cybercab 在德州 工厂下线,Cybercab定于4月开启大规模增产,建议关注Cybercab投入商业运营时间节点。4月24日2026北京 车展开幕,建议关注主机厂/第三方智驾供应商车展智能化动态,核心关 ...
Tesla Could Be About to Break Its Six Week Losing Streak. Here's How.
Barrons· 2026-03-30 12:30
Tesla is slated to report first quarter delivery volumes on Thursday. ...
First Solar Stock Faces A Death Cross — And Here Comes Tesla - First Solar (NASDAQ:FSLR), Tesla (NASDAQ:T
Benzinga· 2026-03-30 12:20
Momentum just snapped — and the chart isn't being subtle about it.Chart created using Benzinga ProFSLR stock has triggered a death cross, with its 50-day moving average slipping below the long-term 200-day moving average — a classic bearish signal that typically appears when trends roll over, not before. The stock is already down over 33% from its last peak on Dec. 22, and the latest setup suggests this isn't just a shallow pullback anymore.The breakdown itself is clean. Price has slipped below key moving a ...
After 33% Plunge, First Solar Stock Faces A Death Cross — And Here Comes Tesla
Benzinga· 2026-03-30 12:20
Momentum just snapped — and the chart isn't being subtle about it.Chart created using Benzinga ProFSLR stock has triggered a death cross, with its 50-day moving average slipping below the long-term 200-day moving average — a classic bearish signal that typically appears when trends roll over, not before. The stock is already down over 33% from its last peak on Dec. 22, and the latest setup suggests this isn't just a shallow pullback anymore.The breakdown itself is clean. Price has slipped below key moving a ...
汽车行业周报:销量下行出口高增,智驾科技业绩改善-20260330
Guoyuan Securities· 2026-03-30 12:12
汽车与汽车零部件行业 周报、月报 行业研究|可选消费|汽车与汽车零部件 证券研究报告 2026 年 3 月 30 日 [Table_Title] 销量下行出口高增,智驾科技业绩改善 ——汽车行业周报 [Table_Summary] 报告要点: 截至 3 月中下旬,乘用车销量仍在承压 乘用车: 3 月 1-22 日,全国乘用车市场零售 92.0 万辆,同比去年 3 月 同期下降 16%,较上月同期增长 19%,今年以来累计零售 349.8 万辆, 同比下降 18%;3 月 1-22 日,全国乘用车厂商批发 108.4 万辆,同比去 年 3 月同期下降 14%,较上月同期增长 62%,今年以来累计批发 457.8 万辆,同比下降 11%。 新能源: 3 月 1-22 日,全国乘用车新能源市场零售 49.5 万辆,同比去 年 3 月同期下降 17%,较上月同期增长 66%,今年以来累计零售 155.6 万辆,同比下降 23%;3 月 1-22 日,全国乘用车厂商新能源批发 54.3 万辆,同比去年 3 月同期下降 15%,较上月同期增长 71%,今年以来累 计批发 213.3 万辆,同比下降 10%。 风险提示 经 ...
AI日报丨AI债务担忧加剧,甲骨文信用风险指标创历史新高,55座!特斯拉高速服务区超级充电站正式启用
美股研究社· 2026-03-30 11:53
整理 | 美股研究社 在这个快速 变 化的 时代, 人工 智能技术正以前所未有的速度发展,带来了广泛的机会 。 《AI日 报 》致力于挖掘和分析最新的AI概念股公司和市场趋势,为您提供深度的行 业 洞察和 价 值 分析。 A I 快 报 【腾讯云公布2026年AI演进路线,首发Agent产品全景图】 3月27日,2026腾讯云城市峰会首站落地上海。继ToB业务实现全年规模化盈利后,腾讯云公 布2026年AI演进路线:首次发布涵盖基础设施、模型、生态到应用的Agent产品全景图,将 MaaS平台升级为TokenHub,推出企业级Agent治理方案,底层平台Cube全面开源,进一步 夯实面向AIAgent时代的全栈工程能力。 【AI债务担忧加剧,甲骨文信用风险指标创历史新高】 根据洲际交易所(ICE)数据服务公司的信息,为该公司五年期债务提供违约保护的成本(信 用违约互换,简称CDS)上升0.072个百分点,即7.2个基点,达到198.18个基点。这是有记 录以来的最高收盘水平,超过了2008年12月创下的前一个峰值。甲骨文已成为衡量AI信用风 险的关键风向标。为筹资扩建AI基础设施,其债务规模大幅攀升。目前,该 ...