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全球稀土,在库存彻底耗尽之前
汽车商业评论· 2026-03-23 23:06
撰 文 | 李 禾 子 编 辑 | 黄 大 路 设 计 | 甄 尤 美 2026年3月14日,东京,日本经济产业大臣赤泽亮正与美国内政部长伯格姆相对而坐。 这是两国首次针对关键矿产举行部长级会议,会议以非公开的形式进行。据日本政府有关人士透露,双方一致同意将加强合作,推动包括稀土在 内的关键矿产供应链"多元化"。 伯格姆明确表示,"关键矿产在汽车、手机等日常生活的各个方面都不可或缺";赤泽亮正则谈起,"过度依赖部分地区或技术会带来风险"已构成 一个教训。 显然,两国再一次把矛头对准了中国。 2025年,中国先后两次升级稀土出口管制,建立起覆盖全产业链的管控体系。 去年4月4日,商务部联合海关总署将7类中重稀土的相关物项纳入出口管制;10月9日,又一连发布多则公告,又将新的5种中重稀土元素纳入出口 管制,同时纳入管制的还有稀土生产加工设备乃至相关技术,并且首次建立"域外管辖"机制:境外组织向第三国出口含有中国成分的稀土物项 (价值占比超过0.1%),也须获得中国许可。 这被认为是有史以来中国颁布过针对稀土出口最严厉的管控措施,标志着中国首次建立起了覆盖稀土全产业链且具有域外管辖效力的出口管制体 系。 先是对停产 ...
Wall Street Surges as Geopolitical Relief and Falling Oil Prices Fuel Major Rebound
Stock Market News· 2026-03-23 20:07
U.S. equity markets experienced a massive relief rally on Monday, March 23, 2026, as investors reacted to a sudden de-escalation in Middle Eastern geopolitical tensions. The major indexes clawed back significant ground following a turbulent month, driven by a sharp decline in energy costs and renewed optimism regarding global trade stability. The surge was ignited by a diplomatic pivot from the White House, which provided a much-needed "diplomacy discount" to a market that had been pricing in a "total war" ...
Tesla Stock Testing Key Trendline as Options Traders Circle
Schaeffers Investment Research· 2026-03-23 19:31
Tesla Inc (NASDAQ:TSLA) stock is 2.7% higher to trade at $378.12 today, a strong start to a week. The shares are set to snap a three-day losing streak today that sent TSLA to its lowest level since September on Friday. Amidst its recent slide, options traders have been circling.For over a year now, Tesla has landed on Senior Quantitative Analyst Rocky White's list of stocks seeing the most options volume in the past 10 days. In this two-week timeframe, the stock has seen 14.3 million calls and 11.1 million ...
The Boeing Company (BA) Secures 777 FAA Node Amid Soaring Demand
Insider Monkey· 2026-03-23 18:40
When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...
SoFi Technologies Inc. (SOFI) Refutes $312M Debt Misstatement Claims Considers Legal Action
Insider Monkey· 2026-03-23 18:39
When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...
Robinhood Markets, Inc. (HOOD) Bolsters Fintech Portfolio as Financials Improve
Insider Monkey· 2026-03-23 18:33
When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...
Jefferies Lowers PT on Alibaba Group Holding Limited (BABA) Stock
Insider Monkey· 2026-03-23 18:27
When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...
‘Do you believe in Elon?': Musk tests Tesla investors' faith with an expensive chip-making plan
MarketWatch· 2026-03-23 18:12
The Terafab, a planned venture between SpaceX and Tesla, could cost trillions of dollars, according to analysts. ...
Tesla: The Overlooked Lunar Strategy That Can Drive Optimus Adoption (Upgrade) (TSLA)
Seeking Alpha· 2026-03-23 17:16
2026 may be a year set for a major paradigm shift for Tesla, Inc. ( TSLA ) as the company undergoes the beginning of what may be a multi-year investment cycle in developing new productionMonte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with expertise in the technology, energy, industrials, and materials sectors. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include O&G, OFS, Mid ...
Tesla stock is surging around 3%, but analysts are growing cautious
Invezz· 2026-03-23 17:07
Tesla stock is surging around 3%, but analysts are growing cautious Tesla stock is surging around 3%, but analysts are growing cautious Electric vehicles Author Utkarsh Roshan Mar 23, 2026, 17:07 PM Shares of Tesla rose 2.8% to $378.06 in early trading Monday, tracking a broader rebound in US equities as geopolitical tensions showed signs of easing. Investor sentiment remains divided, with the stock increasingly driven by expectations around future technologies rather than its core automotive business. Mark ...