Tesla(TSLA)
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X @Herbert Ong
Herbert Ong· 2025-11-12 16:38
RT Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer)@Tesla_AI is rolling out FSD 14.1.7 to employees this morning, and I hope this version addresses some of the common issues people have been having! 🤞 ...
Tesla stock continues slide: why the Elon Musk company is down 2% today
Invezz· 2025-11-12 16:19
Tesla's stock fell early Wednesday as data showed a sharp drop in global vehicle sales during October, highlighting continued weakness across key markets even as investors remain fixated on the compan... ...
美股异动 | 大型科技股普跌 特斯拉(TSLA.US)跌超2.3%
智通财经网· 2025-11-12 16:07
智通财经APP获悉,周三,大型科技股普跌,截至发稿,Meta Platforms(META.US)跌超2.8%,英伟达 (NVDA.US)跌0.3%,特斯拉(TSLA.US)跌超2.3%,亚马逊(AMZN.US)跌超1.6%,谷歌 (GOOG.US,GOOGL.US)跌超1.7%,微软(MSFT.US)跌0.8%。 ...
固态电池设备行业深度报告:产业化进程加速
材料汇· 2025-11-12 15:48
点击 最 下方 "在看"和" "并分享,"关注"材料汇 添加 小编微信 ,遇见 志同道合 的你 正文 目 录 CATALOGUE 固态电池性能优异&下游应用广泛,海内外产业化进程加速 01 固态电池工艺和设备变化较大,主要聚焦前 02 国内固态电池设备公司梳理 03 投资建议与风险提示 04 2 | 固态电池相较于液态电池具有能量密度高、安全性好等优势 ◎ 悉 业 证 发 1.1 图表: 锂电池内部失效情况 负极 固态电池与波态电池的关键区别在于电解质。正极、负极、隔膜、电解液是锂离子电池的四大关键材料,液态电池到全固态电池的关键在于将电解 液+隔膜替换为固态电解质。根据电解质中液体含量的不同,可将锂电池分成液态锂电池、混合固液电池(半固态或准固态)、全固态电池3类。 液态电池面临安全性低、能量密度存在瓶颈等问题。1 ] 安全性低,①易燃易爆炸、液态电解质易燃、易挥发,分解温度约200℃(隔膜(60℃;), 并存在腐蚀和泄露的安全隐患,②锂枝晶,在充放电过程中,锂离子在负极表面沉积时易形成树枝状的锂枝晶。随着循环次数增加,锂技晶不断生 长,可能刺穿隔膜,导致正负极短路,引发热失控。此外,埋枝晶还会消耗电极和电 ...
深夜 芯片巨头大涨!中概股走低
Zheng Quan Shi Bao· 2025-11-12 15:37
具体个股中,超威半导体一度涨近10%,公司预计未来三至五年整体营收将以约35%的年均速度增长; AI芯片业务年增速或达80%。在当地时间周二(11月11日)举行的投资者日期间,超威半导体CEO Lisa Su预期,AI芯片市场到2030年将达到1万亿美元,公司也将争取提高市场份额。首席财务官Jean Hu表 示,在未来三至五年内,预期公司整体业务每年增长35%,但数据中心业务每年增长60%。届时,公司 的每股收益将上升至20美元,目前分析师预估的2025财年EPS(每股收益)为2.68美元。 同时,Lisa Su周三(11月12日)在接受媒体采访时,回应了市场对科技巨头支出高企的担忧,并表示加 大计算领域投资将加快创新步伐。"我不认为这是一场豪赌。"她说,"我认为这是一场正确的赌 注。"Lisa Su表示,过去12个月里,随着技术进入"拐点",企业能够看到相关支出的回报,超威半导体 的众多超大规模数据中心客户已大幅增加支出。 格芯一度涨近7%,但随后股价大幅跳水转跌。公司三季度业绩超预期,数据显示,公司三季度营收达 16.9亿美元,同比下降2.9%,超出预期1000万美元;非GAAP每股收益为0.41美元,超 ...
Ford CEO says taking apart Tesla, Chinese EVs was ‘shocking' — forcing him to overhaul company
New York Post· 2025-11-12 15:23
Ford CEO Jim Farley said he got so humbled by the competition that he realized he needed to overhaul his company or risk falling behind.The auto executive admitted on Tuesday that he was “very humbled” when Ford tore apart its first Model 3 and started dismantling Chinese electric vehicles, discovering what he called “shocking” differences that forced the company to completely rethink how it builds cars.The wake-up call came when Ford engineers compared the Mustang Mach-E — the number two bestselling EV in ...
Tesla's Bot Optimus Is No More Than A Dream (NASDAQ:TSLA)
Seeking Alpha· 2025-11-12 15:21
In my last article , I took a bearish position on Tesla, Inc. ( TSLA ), and since then, its stock price has risen. But I have not changed my opinion, and here I will try to explain why.I started trading on the Moscow Exchange in 2005 as a private trader. Since 2010, I have been a financial markets analyst. I worked as an analyst in several brokerage companies in Russia and then in Ukraine since 2018. I also worked for a leading financial media outlet in Ukraine, covering global markets for Ukrainian readers ...
段永平回应为何不买特斯拉:不喜欢马斯克品行,就算给钱也不想跟他做朋友
Xin Lang Cai Jing· 2025-11-12 14:23
在访谈中,他还讲到自己如何从"看不懂图形"到"看懂企业文化",从网易、苹果、茅台到腾讯,串起了他三十年来的投资底层逻辑:投资,不是押注市 场,而是对企业的认知。 IT之家 11 月 12 日消息,雪球对话访谈节目《方略》昨晚发布了第三季第一期,雪球创始人方三文与步步高创始人、知名投资人段永平,围绕投资理念、 企业文化与长期主义展开了一场对话。 在节目中,段永平反复强调"懂公司"这件事有多难。他直言:"能真正懂'买股票就是买公司'这句话的人,不到 1%。" IT之家注意到,他们在节目中还谈到了马斯克及特斯拉投资相关的问题。段永平在被问及对于特斯拉公司的看法是否有转变时表示: 没有什么本质的变,但确实觉得埃隆・马斯克这个人是厉害,他有很多想法也确实是很先进,但是投资我觉得我比较难,个人的角度来讲,我 不是很喜欢这个人的品行,你投资实际上你在跟他做朋友,我不想跟他做朋友,哪怕给我钱我也不干,所以我没有那么喜欢这件事情,但是我 认识到他确实是厉害,而且他的东西,有很多东西很有道理,有些东西很没道理,你不知道他哪一条先出来。 上述回答主要是关于马斯克这个人的看法,那么对于他的生意是什么看法呢?段永平则回答称: 电动车生 ...
X @Herbert Ong
Herbert Ong· 2025-11-12 14:04
Key Drivers for Tesla (TSLA) - Morgan Stanley highlights Elon Musk's compensation package and other major factors [1] AI and Technology - Tesla's investment in xAI is considered crucial for its long-term success [1] - FSD v14.3 is seen as a pivotal moment, transitioning driving from human control to algorithmic control [1] - Tesla plans to build a large-scale chip fabrication plant to ensure AI supply [1] - Musk envisions a global AI network powered by idle Teslas [1]
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-11-12 13:55
From X Takeover to TOFL’s camping trip, @DeCharge continues to build alongside the Tesla community!They've created the world's only community-owned EV charging network, allowing anyone to create their own EV charging business and:- 🪙 Earn each time their charger is used- 🔌 Expand their local charging network- ⚡️ Join a growing community of EV pioneers ...