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中信建投:汽车科技属性重估 把握结构性成长
人民财讯11月19日电,中信建投(601066)研报称,当前市场对汽车明年刺激政策及产销总量预期较 弱,汽车顺周期属性弱化,科技属性及新兴成长方向是核心主线。小鹏科技日发布第二代VLA大模 型、智驾(Robotaxi)、人形机器人Iron等提振市场预期,2026年伴随特斯拉FSD V14、Robotaxi、Optimus 等技术迭代定型及上市量产,汽车及机器人作为物理AI核心应用,有望催生产业趋势拐点,整车股科 技属性或将重估。 ...
ChatGPT、X,崩了!芯片牛股,突然暴跌!
Zheng Quan Shi Bao· 2025-11-18 23:44
当地时间11月18日(周二),美国股市三大股指全线收跌,其中道琼斯工业指数、标准普尔500指数均为 连续第四个交易日下跌。 美股市场闪存芯片公司闪迪股价暴跌,盘中跌幅超过10%,后跌幅收窄。 18日,知名网络基础设施公司Cloudflare表示,其全球网络出现问题,导致许多网站和应用程序的服务 中断,包括X(原twitter)和ChatGPT在内的多家互联网平台无法访问。据媒体报道,Spotify和亚马逊也出 现了服务中断。 Cloudflare股价收跌近3%。 中概股涨跌不一,纳斯达克中国金龙指数涨0.42%,具体个股方面,爱奇艺、小牛电动均涨超6%,有道 涨近5%,趣店涨4%,斗鱼涨超3%,新东方、好未来涨近3%。下跌股方面,阿特斯太阳能跌超7%,晶 科能源跌逾6%,大全新能源跌超6%,亚朵跌逾3%。 美股道指连续4个交易日下跌 当地时间11月18日,美国股市三大股指全线收跌,道琼斯工业指数跌1.07%,报46091.74点,标准普尔 500指数跌0.83%,报6617.32点,纳斯达克指数跌1.21%,报22432.85点。其中,道琼斯工业指数、标准 普尔500指数均为连续第四个交易日下跌。 黄金股普遍 ...
X @Tesla Owners Silicon Valley
RT Tesla Club Austria (@TeslaClubAT)It was an unbelievable pleasure to interview @mayemusk at the Tesla Store in Lisbon. Thx so much to the local amazing team and to our lovely member Sabine who tailored the right dress for Austrian vibes in Portugal 🇦🇹🇵🇹🥰 https://t.co/RUdFWhJXpn ...
Tesla gets approved to launch ride-hailing service in Arizona
Business Insider· 2025-11-18 23:38
Core Points - Tesla has received approval to operate a ride-hailing service in Arizona, having met the requirements for a Transportation Network Company (TNC) permit as of November 17 [1][2] - The company has submitted a self-certification to test autonomous vehicles in Arizona, where regulations are less stringent compared to states like California [2] - Tesla's robotaxi service is currently operational in Austin and the San Francisco Bay Area, with plans to expand to eight to ten cities by the end of 2025 [4] Regulatory Requirements - In Arizona, companies must file a "Law Enforcement Interaction Plan" detailing emergency protocols and compliance with federal law [3] - The state requires a safety monitor to be present in the vehicle during testing, although it is unclear if Tesla will follow this requirement or adopt a different approach as seen in Austin [4] Service Expansion and User Experience - Tesla has expanded access to its app for all iOS users in the US and Canada, though it is uncertain if this expansion included an increase in fleet size [5] - Users have reported inconsistent wait times for the service, with instances of high demand affecting availability [5]
美股全线下跌!中国资产走强
美股三大指数全线下跌 数据显示,当地时间11月18日,道指收于46091.74点,跌1.07%;标普500指数收于6617.32点,跌0.83%;纳指收于22432.85点,跌1.21%。 美股"科技七巨头"全部下跌。数据显示,美国科技七巨头指数收盘跌1.82%。其中,亚马逊大跌4.43%,英伟达、微软跌超2%,特斯拉跌1.88%,脸书母公 司Meta、谷歌母公司Alphabet、苹果均有不同程度下跌。 当地时间11月18日,美股三大指数低开低走,全线收跌。 数据显示,英伟达本月已下跌超10%,市场正在等待其将在周三收盘后公布的三季度业绩。 美股"科技七巨头"全部下跌,亚马逊大跌超4%;英伟达跌超2%,本月已跌超10%。中国资产多数上涨,纳斯达克中国金龙指数上涨0.42%。 中国资产多数上涨。数据显示,截至收盘,纳斯达克中国金龙指数上涨0.42%。其中,中国苏轩堂药业大涨18.52%,爱奇艺、小牛电动涨超6%,有道涨超 4%,新氧、斗鱼、虎牙、新东方、百度集团、百胜中国等涨超2%。 现货金、银价格上涨 贵金属方面,数据显示,截至北京时间11月19日5时59分,现货黄金价格上涨0.53%,报4066.717美元 ...
Stellantis Expands EV Charging Access with Tesla Supercharger Network Integration
Prnewswire· 2025-11-18 23:25
SOURCE Stellantis Accessibility StatementSkip Navigation Tesla Supercharger network availability will start in 2026 with existing North American BEVs, such as Jeep Wagoneer S and Dodge Charger Daytona, followed by the 2026 Jeep Recon and other future products. Additional details on network accessibility and adapter information for current Stellantis BEV models across brands in North America, Japan and South Korea will be shared later. AUBURN HILLS, Mich., Nov. 18, 2025 /PRNewswire/ -- Stellantis announces ...
特斯拉(TSLA.US)自动驾驶业务再下一城,获准在亚利桑那州运营Robotaxi
智通财经网· 2025-11-18 23:13
智通财经APP获悉,特斯拉(TSLA.US)已获准在亚利桑那州开始提供自动驾驶网约车服务,这为其新兴 的机器人出租车业务向新的州扩张扫清了障碍。 亚利桑那州交通部11月17日向这家汽车制造商授予了所谓的交通网络公司许可证。这一里程碑式的许可 使得特斯拉能够在配备人类安全员的前提下,使用自动驾驶系统为公众提供车辆运营服务。 该公司已告知亚利桑那州,计划在凤凰城地区提供网约车服务,此前其已持有允许测试自动驾驶汽车的 许可证。 随着这家电动汽车制造商将重心转向自动驾驶、机器人技术和人工智能,其机器人出租车业务的扩张速 度一直备受投资者关注。特斯拉目前已在奥斯汀提供无人驾驶出租车服务,并在旧金山湾区提供未被视 作完全自动驾驶的网约车服务。 首席执行官埃隆·马斯克曾表示,公司目标在年底前于亚利桑那、内华达和佛罗里达三州推出网约车服 务。 ...
最后一块电动车新大陆,中国先上岸
汽车商业评论· 2025-11-18 23:08
新汽车生态合作,报名中国版CES! 撰文 | 莫 莉 编辑 | 黄 大 路 设计 | 甄 尤 美 在南美洲电动车销量快速攀升的当下,一场没有特斯拉作为主角的电动竞赛正在这片新兴市场展开。 过去两年,拉丁美洲电动车渗透率从个位数低位起跳。国际能源署在《2025年全球电动汽车展望》中测算,2024年该地区电动车市场份额已从约 2%翻倍至4%,增速明显快于全球平均水平。 据路透社2025年11月17日的最新报道,在南美多个国家,电动车在新车中的占比已创下新高,但特斯拉几乎没有出现在销量排行榜上。 这种错位背后,是南美地区一套与其他地区截然不同的市场结构、价格体系和政策博弈。 从小众尝鲜到渗透率翻倍 长期以来,南美汽车市场以燃油车为主,很多国家还延续了乙醇燃料车、灵活燃料车等路径,给电动车留下的空间并不算大。 国际能源署的数据显示,巴西仍然是拉美最大的单一汽车市场,2024年电动车销量超过12.5万辆,占当地乘用车市场的比例超过6%。而乌拉圭、 哥斯达黎加、哥伦比亚等体量较小的国家,电动车渗透率甚至已经达到一成以上。 总的来看,拉美电动车销量和渗透率在2024年都实现了翻倍增长,呈现从小众尝鲜向可见选择的变化趋势。 ...
Ben Sturgill Bullish on NVDA, GOOGL, AMZN & Sees $1,000 TSLA
Youtube· 2025-11-18 23:01
Market Overview - The market has experienced a decline for four consecutive days, with increasing uncertainty reflected in the VIX climbing above 23 [1][3] - The MAG 7 companies have a combined market cap exceeding $20 trillion, raising questions about market frothiness [1] Federal Reserve and Economic Data - There was an expectation of a Federal Reserve rate cut in December, but the recent loss of government data has created unprecedented uncertainty [2][10] - The upcoming FOMC minutes are anticipated to provide insights into the Fed's stance, with a shift towards a more hawkish tone noted [10][11] Company Insights Amazon - Amazon reported strong earnings, particularly in AWS, indicating significant growth potential [4][6] - Despite market concerns, there is optimism for Amazon's stock to reach $300 in the upcoming months [6] Nvidia - Nvidia has shown remarkable performance, with a year-to-date increase of over 35%, although some cautionary comments from major investors have emerged [6][8] - Nvidia is viewed as a leader in the AI space, with strong partnerships and a critical role in future computing [7][8] Google - Google is recognized for its innovation and substantial research investments, with a price target suggesting a potential 30-40% upside [12][14] - Warren Buffett's increased stake in Google is seen as a strong endorsement of the company's future prospects [12][14] Tesla - Tesla has a price target of $422, with expectations of reaching $1,000 in the next 3 to 5 years due to anticipated advancements in technology such as robo-taxis [15][17] - The company is expected to disrupt multiple industries with innovations like humanoid robots [17]
X @Tesla Owners Silicon Valley
RT Tesla Owners Silicon Valley (@teslaownersSV)Thank you @mayemusk @TeslaClubAT for wishing my wife Evelyn a happy birthday.Much love. Thankful for y’all and this amazing community. https://t.co/2513090UpP ...