Workflow
Tesla(TSLA)
icon
Search documents
欧洲11月汽车销售五连增,特斯拉销售下滑11%,比亚迪大增超220%
Hua Er Jie Jian Wen· 2025-12-23 13:16
欧洲新车市场在电动汽车强劲增长推动下延续复苏势头,11月销量实现连续第五个月同比增长。 12月23日,据欧洲汽车制造商协会(ACEA)数据显示,包含欧盟、英国和欧洲自由贸易协会在内的整体市场11月汽车销量同比增长2.4%至 110万辆。 电动汽车成为市场增长主要驱动力,其中纯电动汽车注册量在欧盟市场份额达到21%,英国为26%,挪威更是高达98%。德国、意大利 和西班牙等主要市场的电动汽车注册量均出现显著增长。 在纯电动汽车(BEV)领域,比亚迪和特斯拉两大巨头的表现呈现出截然不同的轨迹。比亚迪11月注册量同比暴涨221.8%,市场份额达 到2%,而特斯拉注册量则下降11.8%,尽管在挪威创下销售纪录,但市场份额降至2.1%。 尽管近期势头积极,但是ACEA警告称整体销量仍远低于疫情前水平。分析认为,欧洲汽车工业正处于转型的关键十字路口,不仅面临 来自中国的高性价比竞争和美国进口关税的压力,还需应对自身盈利能力的挑战。 电动汽车引领市场增长 电动汽车在11月表现强劲,各类电动化车型注册量均实现大幅增长。 据ACEA数据,纯电动汽车注册量同比增长44.1%,混合动力汽车增长38.4%,插电式混合动力汽车增长4. ...
2026年“AI牛市叙事”的暗雷:美国科技巨头们的“折旧把戏”
Zhi Tong Cai Jing· 2025-12-23 13:16
通常来说,当一个会计性质的问题在华尔街成为一段时间内的热门话题时,对于股票市场而言绝对不是 一个好兆头。这就是为什么,近期围绕美国科技巨头们AI算力基础设施"折旧年限"安排与计划的相关热 门讨论,应当让那些深度沉醉于AI投资热潮的投资者们在迈向2026年之际保持警惕。 一般来说,金融市场上的由那些编制公司财务报表的人所争论的事项过于晦涩——而且坦率地说,也过 于乏味,因此在本世纪初期以前几乎没有引起股票投资者们的积极探索兴趣。 然而,自本世纪初期以来,会计造假问题在安然(Enron)、世通(WorldCom)以及阿德尔菲亚通信公司 (Adelphia Communications)等曾经在资本市场上红极一时的热门公司被揭露使用欺骗性会计做法之 后,"会计造假"这一长时间以来在资本市场沉积的词条时不时就能够登上新闻头条,且往往引起热议后 不久,股票市场可能迎来一波极速下坠。 在标普500指数市值权重愈发集中于上述的"七大科技巨头"(大约35%-40%)以及"AI泡沫论调"全面席卷市 场的宏观背景下,"大空头"所发布的一篇关于美国科技巨头折旧争议的推文公布之后,当前围绕这些科 技公司的折旧年限安排的争议令人担忧。 ...
Cathie Wood Sells More Tesla Stock. Q4 Deliveries Loom But The Market May Not Care.
Investors· 2025-12-23 13:09
Group 1 - The article does not contain any relevant content regarding companies or industries [1][2][3][4][5][6]
Dan Ives on Nvidia in China, Clean Energy, Tesla
Bloomberg Television· 2025-12-23 12:41
We talk about export controls every day in Washington. You're on the other end of this, of course, looking at Nvidia's balance sheet and forecasts, trying to figure out how to factor this in. How significant is this to crack back into the Chinese market.Look, there's one ship in the world fueling the air revolution and that's in Libya. And you really need to give them access to the China market. I think that's the understanding that that's been well understood now in the Beltway.It's important because the r ...
Dan Ives on Nvidia in China, Clean Energy, Tesla
Youtube· 2025-12-23 12:41
Group 1: Nvidia and the Chinese Market - Nvidia's access to the Chinese market is crucial, with potential annual sales estimated at $20 billion, which could impact competition with Huawei and other Chinese firms [2][4] - The demand for Nvidia's video chips in China is significant, as they are seen as superior compared to alternatives [3][6] - Nvidia is currently viewed as a leader in the chip market, with expectations of continued growth and dominance in the coming years [6][7] Group 2: Data Center and Energy Challenges - The construction of data centers is rapidly increasing, but there are concerns about capacity constraints related to energy and water usage [9][11] - The energy sector is identified as a major constraint for the ongoing technological revolution, with a focus on clean energy solutions [14][15] - The U.S. is facing challenges in technology competition with China, particularly in energy governance and innovation [13][14] Group 3: Tesla and Autonomous Vehicles - Tesla is projected to have 10 million vehicles on the road by next year, indicating strong market presence despite ongoing challenges [18] - The company is focusing on autonomous driving technology, with expectations for mainstream adoption of robotaxis by 2026 [20][21] - Tesla's future success is tied to advancements in robotics and autonomous technology, which are seen as critical battlegrounds for investors [19][21]
Tesla electric doors face safety scrutiny, says Canaccord Genuity's George Gianarikas
Youtube· 2025-12-23 12:23
A very serious situation here. A number of complaints to the National Highway Traffic Safety Administration. How big of a deal is this for Tesla.It seems to have a cult following as a, you know, for vehicles and for owners. The idea of this risk, how big of a deal is it. >> Well, look, you know, every accident is regrettable and tragic.But I will say that number one, what you pointed to, there are emergency backup systems and there are ways to manually open the vehicles, both the front and back door. from w ...
Tesla electric doors face safety scrutiny, says Canaccord Genuity’s George Gianarikas
CNBC Television· 2025-12-23 12:23
A very serious situation here. A number of complaints to the National Highway Traffic Safety Administration. How big of a deal is this for Tesla.It seems to have a cult following as a, you know, for vehicles and for owners. The idea of this risk, how big of a deal is it. >> Well, look, you know, every accident is regrettable and tragic.But I will say that number one, what you pointed to, there are emergency backup systems and there are ways to manually open the vehicles, both the front and back door. from w ...
十年前马斯克拍板设计,消息称特斯拉电动车门过去十年导致美国 15 人葬身火海
Xin Lang Cai Jing· 2025-12-23 12:20
IT之家 12 月 23 日消息,据彭博社报道,由于担忧部分电动车门设计存在故障隐患,可能导致车主无法开门或乘员被困车内,三大洲的监管机构正对此类车 门的安全性展开审查,特斯拉公司也因此开始直面其近十年前一项决策所引发的后果。 2016 年初,特斯拉的设计与工程团队正全力冲刺,敲定 Model 3 车型的最终方案。这款面向大众市场的轿车,本有望助力特斯拉从一家小众高端电动汽车 制造商,蜕变为全球市值最高的车企。但在研发过程中,车门的开启方式却始终是悬而未决的难题。 据多位参与相关讨论的知情人士透露,当时团队在加州帕洛阿尔托市以及洛杉矶郊区霍桑市召开了一系列会议,部分会议甚至有首席执行官埃隆・马斯克出 席。会上,一些工程师主张采用机械式车门把手,他们担忧电动控制系统存在潜在安全风险。彼时,特斯拉刚推出的 Model X SUV 就因车门传感器故障问 题,收到了大量消费者投诉 【下载黑猫投诉客户端】。 这些知情人士表示,马斯克的指示十分明确:新车上几乎所有部件 —— 包括车门在内,都应通过按键或触控屏幕操作来实现电动控制。这位首席执行官十 分推崇苹果公司打造的简洁、软件驱动的触屏交互界面,认为其比按键繁多的黑莓智 ...
X @MEXC
MEXC· 2025-12-23 12:00
🎉 100 Stock Futures. 0 Trading Fees.Trade popular stocks like $NVDA, $TSLA, $AAPL, $META & more, with 0% maker & 0% taker fees on MEXC!👉 Details: https://t.co/H0sc7khWrD https://t.co/aTU7QQoWPc ...
EV realism is here. How automakers react in 2026 will be telling
CNBC· 2025-12-23 12:00
Core Viewpoint - The U.S. automotive industry is transitioning to a more realistic approach regarding electric vehicles (EVs), moving away from initial euphoria to a focus on consumer demand and market realities [2][10]. Industry Overview - Early 2020s saw high expectations for EVs, but consumer demand did not meet projections, leading automakers to reassess their strategies [2][19]. - Automakers have incurred significant financial losses, with GM reporting a $1.6 billion impact from reduced EV investments and Ford expecting $19.5 billion in restructuring costs [5][19]. Consumer Demand and Market Dynamics - U.S. EV sales peaked at 10.3% of the new vehicle market in September but fell to an estimated 5.2% in the fourth quarter [9]. - The end of federal incentives for EV purchases in September has contributed to a slowdown in demand and sales [24][25]. Strategic Shifts by Automakers - GM plans to focus on large trucks and SUVs, with limited expansion in EV offerings, while also considering plug-in hybrids [14]. - Ford is shifting investments towards hybrid vehicles and smaller, more affordable EVs, canceling plans for a new generation of large all-electric trucks [15]. - Stellantis is deprioritizing EVs, including for its Jeep brand, to boost U.S. sales [15]. Long-term Outlook - Industry experts believe the long-term direction towards electrification remains, but the timeline is being adjusted, with EVs expected to comprise 19% of the U.S. market by 2030 [10][12]. - Automakers are expected to expand hybrid offerings to align with current consumer preferences [10]. Tesla's Influence - Tesla's success has created a unique market for its brand rather than a general market for EVs, influencing other automakers' strategies [20][21]. - The influx of new EV companies has led to many failures, highlighting the challenges in replicating Tesla's success [22][23].