As part of a slide that has gone on for months, Tesla's (NASDAQ: TSLA) EU, UK, and EFTA registrations (the proxy for sales) dropped 49% in October to 6,964. ...

RT Elon Musk (@elonmusk)@teslaownersSV Franz is an incredible designer amd understands engineering too. It’s been such a pleasure working with him for over 16 years! ...

Group 1 - The probability of a Federal Reserve interest rate cut in December has increased, leading to a collective rise in the three major U.S. stock indices: Nasdaq up 0.6%, S&P 500 up 0.4%, and Dow Jones up 0.22% [1] - Nvidia shares rose by 2.2%, with the company stating that its technology remains a generation ahead of the industry and is the only platform capable of running all AI models across all computing scenarios [1] - Tesla shares increased by 1.4%, as Elon Musk announced that the Austin Robotaxi fleet size will double next month [1] Group 2 - Novo Nordisk shares surged over 3% after the company applied to the U.S. FDA for approval of a higher dosage of its Wegovy injection [1] - Dell Technologies shares rose over 6%, driven by strong performance in AI server orders for the third fiscal quarter, prompting an upward revision of its full-year earnings guidance [1]

for the Melius research by call here basically saying that Tesla's a must own stock based on full self-driving autonomy those types of of features right the latest version of that FSD is the spark and legacy automakers like GM4 just can't compete but also Tesla sort of makes a lot of stuff in-house right software chips whatever you want what you want to say so Musk over the weekend was talking about how Tesla is this global leader right in in chipm saying quote that most people don't know that we've been ad ...

Hello and welcome to Morning Brief Market Sunrise. I'm Ramzan Carmali live from Yahoo Finance Studios in London. It's Wednesday, 26th of November.Coming up on the show, Kevin Hasset emerges as the front runner to become the next Fed chair. HP announces big job cuts due to AIdriven initiatives. and the Trump administration slashes the price of ampic and wiggoi drugs for those on Medicare.So grab your coffee and let's own the morning. For our top story, we're going to focus on the Fed. First up, it's emerged ...

Core Viewpoint - Tesla's stock experienced a significant surge due to excitement surrounding its AI and autonomous vehicle initiatives, despite underlying issues in its core business [1][2]. Group 1: Market Reaction and Valuation - Tesla's share price rose to $420, marking a 7.5% intraday increase, adding approximately $90 billion to its market capitalization [1]. - Analysts at Wedbush have raised Tesla's price target to $600, emphasizing the importance of the robotaxi and Dojo developments as key growth catalysts [2]. - Tesla's current valuation stands at 185 times forward earnings and about 8.3 times price/earnings-to-growth, indicating high expectations for flawless execution of its AI ambitions [4]. Group 2: Business Performance and Challenges - Despite revenue exceeding expectations, Tesla's margins and earnings are under pressure, signaling mixed performance in the latest quarter [2]. - In Europe, Tesla's sales fell nearly 48.5% in October due to reduced EV incentives and increased competition, while in China, its market share has reached multi-year lows [5]. - The decline in vehicle demand raises concerns about the feasibility of achieving the scale necessary for a successful robotaxi or full self-driving future [5][6]. Group 3: Future Outlook - The upcoming quarters are critical for Tesla, as investors will be monitoring not only revenue growth but also improvements in EV sales and margin stability [7]. - Without tangible growth in its core business, the current AI-driven stock rally may prove to be temporary and unsustainable [6][7].

从2024年开始到今年11月，特斯拉包括CFO、人力资源副总裁在内的13位欧美高管集体跑路。 而中国团队？一个没走，还把朱晓彤送上了全球副总裁的位置。 网上有人说马斯克故意提拔中国高管来压欧美团队成本，其实马斯克从来没公开说过这种话。之所以会 发生中国高管挤走欧美高管的情况，源于四个字"中国效率"。 一、从裁员到跑路，700天走了13个核心位置 2024年4月，公共政策副总裁Rohan Patel走人，他负责跟各国政府打交道的活儿干了8年。 紧接着超级充电网络总监Rebecca Tinucci整个团队被砍掉，这可是特斯拉当年吸引车主的杀手锏。 投资者关系副总裁Martin Viecha 当年4月底也撤了，每次财报会都得出来解释的人说走就走。 真正狠的在2025年。 5月电池架构主管Vineet Mehta离职，18年老员工，电池技术本来是特斯拉的命根子。 6月人形机器人负责人Milan Kovac、北美人力总监Jenna Ferrua，还有马斯克亲信Omead Afshar三个人同 时宣布退出。Afshar这个人直接向马斯克汇报，管着北美和欧洲的销售制造，这种级别的人说不干就不 干。 7月北美销售副总裁Tro ...

据了解，特斯拉上海超级工厂生产的Model 3和焕新Model Y的国产化率已经超过95%。这意味着，用户 买到的每一辆Model 3和焕新Model Y上，超过95%的零件都产自中国。 （文章来源：中国经营报） 基于这一全球统一的供应商选择逻辑，特斯拉在华供应链布局始终深耕不辍。陶琳还表示："咱们国内 消费者可以用全球最低的价格买到Model 3/Y，可要归功于上海超级工厂的'中国智造'。很骄傲能和中 国本土的400多家供应链伙伴们一起，追求最好的品质、最高的效率和最优的成本，为（中国）国内、 亚太和欧洲市场的数百万用户打造最棒的产品；也很荣幸我们已经把其中60多家供应商引入特斯拉的全 球采购体系，助力大家走向更广阔的世界舞台。" "无论是美国、中国还是欧洲，特斯拉全球各生产基地的供应商选择都采用同样严格、客观的标准，完 全基于质量、总成本、技术能力成熟度以及长期供货连续性。供应商的原产国或地理来源不构成排除性 标准。"11月26日，特斯拉公司副总裁陶琳在微博如是发文道。 ...

近日，美国《华尔街日报》报道称，特斯拉已决定"剔除中国供应链"，计划在未来一两年内将其美国制造汽车中的中国零部件全部替换。 11月26日，特斯拉公司副总裁陶琳发布微博表示，"无论是美国、中国还是欧洲，Tesla全球各生产基地的供应商选择都采用同样严格、客观的标准，完全基 于质量、总成本、技术能力成熟度以及长期供货连续性。供应商的原产国或地理来源不构成排除性标准。" 据每日经济新闻报道，一位特斯拉中国工作人员指出，陶琳的表态正是对相关传闻的直接否认。 另据上海证券报消息，同日，特斯拉中国有关负责人表示，关于特斯拉"剔除中国供应链"的报道为"不实消息"。 《华尔街日报》在所谓独家报道里称，特斯拉"希望"排除中国制造的零部件，而这正是中美地缘政治紧张局势加剧所带来的最新例证。 报道宣称，特斯拉一直在努力减少其美国制造汽车对中国零部件的依赖，并鼓励其中国供应商在墨西哥等其他地区生产零部件。知情人士透露，自今年特朗 普启动对华关税战后，特斯拉加快了削减中国零部件的进程。 目前，上海超级工厂是特斯拉出口中心，支撑其全球电动车业务扩张。目前已实现95%以上零部件的国产化，自动化率已达到95%以上，30多秒就能下线一 台车。 ...

汽车 Robotaxi 行业更新报告 证券研究报告 行业专题报告 / 2025.11.26 投资评级:看好(维持) 最近 12 月市场表现 -7% 1% 9% 17% 25% 33% 汽车 沪深300 分析师 吴晓飞 SAC 证书编号：S0160525090003 wuxf01@ctsec.com 联系人 王宁 wangning01@ctsec.com 相关报告 1. 《机器人赛道蓝海可期，2026 年有望成 为量产元年》 2025-11-25 2. 《Robotaxi 行业专题报告》 2025- 11-17 3. 《机器人+智驾双驱动，中高端市场国产 替代加速》 2025-09-20 国内厂商收入同比高增，海外厂商加快拓城 核心观点 请阅读最后一页的重要声明！ ⚫ 公司评级 ❖ 小马智行在广州单车盈利转正，将提前实现千台目标：小马智行前三季 度收入 6088 万美元，其中 Robotaxi 收入 995 万美元，同比+112%；三季 度收入 2544 万美元，Robotaxi 收入 669 万美元，同比+89%，环比+339%。 小马智行 Robotaxi 在广州实现城市级单车盈利转正，截至 2025 年 ...