Core Insights - Tesla is planning to build its largest Supercharger station with over 400 charging stalls in California, expanding the existing Eddie World Supercharger in Yermo [1][8] Expansion Details - The project will be developed in multiple phases, starting with the addition of 72 V4 stalls later this year, with the total eventually exceeding 400 next-generation chargers [2][4] - The site is strategically located along Interstate 15, a busy EV travel corridor between Los Angeles and Las Vegas, which already has over 200 high-power charging stalls [3] Competitive Positioning - Once completed, the new station will surpass the current largest Tesla Supercharger site, "Project Oasis" in Lost Hills, California, which has 164 stalls [4] - The expansion reinforces Tesla's leadership in high-capacity EV charging infrastructure [4] Amenities and Features - The project will integrate charging with various amenities, including retail and dining options such as Cracker Barrel and McDonald's, along with features designed for larger vehicles like the Tesla Cybertruck and Tesla Semi trucks [5][8] Financial Performance - Tesla's stock has gained 14.1% over the last six months, underperforming the Zacks Automotive-Domestic industry growth of 22.4% and General Motors' 31.2% [7] - The company's price/sales ratio indicates it is overvalued, trading at a forward sales multiple of 14.17 compared to the industry's 3.29 [10]

The Human scale vs Starship Super Heavy https://t.co/g5pLE3cVZx ...

目录 整车主线周报： 本周SW乘用车表现较好，原材料及汇兑压力依然明显 证券分析师 ：黄细里 执业证书编号：S0600520010001 联系邮箱：huangxl@dwzq.com.cn 2026年3月9日 请务必阅读正文之后的免责声明部分 板块最新观点 2 证券研究报告 （ ◼ 乘用车观点更新：短期来看，行业补贴政策已落地，看好观望需求转化下26Q1乘用车景气度复苏，坚定看好乘 用车板块。全年维度来看：国内选抗波动+出口选确定性。国内关注高端电动化赛道中对政策扰动不敏感的个股 江淮汽车，以及高端化有望放量的吉利汽车/长城汽车/北汽蓝谷/赛力斯/理想等；出口主线优先配置海外体系 成熟、执行能力已验证的头部车企，优选比亚迪/长城汽车/奇瑞汽车，以及零跑/小鹏/上汽集团/长安汽车等。 ◼ 重卡观点更新：回顾2025：25年全年批发114.4万，同比+26.8%，内销79.9万，同比+32.8%，出口34.1万， 同比+17.2%，全年内销及出口超市场年初预期。25年初国四及以下营运重卡保有量69万辆，估算25年底淘汰 至45-50万辆，25年全年淘汰21万辆，25年全年内销政策拉动+自然需求回升共振。展望2026 ...

🚨 ARK's Brett Winton says an xAI–SpaceX merger makes sense because AI competition is increasingly about compute access.He adds a Tesla merger is unlikely before an IPO, but the long-term logic is there as Tesla plans to supply chips for data centers, vehicles, and AI compute satellites. $TSLA@wintonARK @ARKInvestARK Funds (@ARK_Funds):SpaceX + xAI = win-win.SpaceX expands its strategic footprint in AI.xAI secures critical compute needed to compete at the frontier.As @wintonARK notes in the February webinar, ...

证券研究报告·固定收益·固收深度报告 固收深度报告 20260309 债券"科技板"他山之石：海外科技巨头债 券融资路径演变案例复盘之新能源行业（下 游应用端） [Table_Tag] [Table_Summary] 观点 2026 年 03 月 09 日 证券分析师 李勇 执业证书：S0600519040001 010-66573671 liyong@dwzq.com.cn 证券分析师 徐津晶 执业证书：S0600523110001 xujj@dwzq.com.cn 相关研究 《债券"科技板"他山之石：海外科 技巨头债券融资路径演变案例复盘之 半导体行业》 2026-02-25 《债券"科技板"他山之石：海外科 技巨头债券融资路径演变案例复盘之 AI 行业》 2026-02-10 东吴证券研究所 1 / 21 请务必阅读正文之后的免责声明部分 ◼ 美国：特斯拉（Tesla Inc.）：1）发展路径：可视为愿景驱动与极限创新 下的产业重塑史：初期以高端电动汽车产品颠覆市场认知后，通过自建 产能与全栈自研实现生产规模化与成本控制，中期通过垂直整合构建硬 件、能源与数据流通的生态闭环，后期则依托庞大的真实世界数据 ...

5 Companies Quietly Eating Tesla's Lunch in 2026 — and One Is Already Winning - 24/7 Wall St.S&P 5006,660.30 -1.15%Dow Jones46,779.00 -1.40%Nasdaq 10024,401.00 -0.99%Russell 20002,474.51 -1.90%FTSE 10010,187.00 -1.26%Nikkei 22553,086.20 -1.73%Stock Market Live March 9, 2026 – S&P 500 (SPY) Drops as Oil Gushes HigherInvesting# 5 Companies Quietly Eating Tesla's Lunch in 2026 — and One Is Already Winning### Quick ReadTesla (TSLA) deliveries down 9% to 1.64M; BYD (BYDDFF) sold 2.26M pure EVs (up 28%), $80B rev ...

BYD ( OTC:BYDDFF ) didn't just overtake Tesla in 2025, it buried the gap as the company sold 2.26 million pure-electric vehicles last year, a 28% increase against Tesla's 1.64 million. Including plug-in hybrids, BYD moved 4.55 million vehicles total while international sales surpassed one million units for the first time, up 150% year over year. Ultimately, BYD's vertical integration, which manufactures its own batteries, semiconductors, and most major components, gives it a cost structure that no Western a ...

Key Takeaways U.S. clean power installations reached a record 50.3 GW in 2025, led by solid battery storage additionsBattery storage installations surged 41% YoY, helping integrate record solar and wind into the grid.ETFs like QCLN are positioned to benefit from strong demand and a large clean energy project backlog. The American Clean Power Association (ACP) released a blockbuster report on March 5, 2026. U.S. clean power installations surged to a record 50.3 gigawatts (GW) in 2025, reflecting a solid 3% r ...

Elon Musk took a playful swipe at CNBC host Jim Cramer, referencing the “Inverse Cramer” meme.On Monday, Musk reacted with a laughing emoji on X to a 16-year-old video of Cramer, who had written off Tesla Inc. (NASDAQ:TSLA) as a sound investment. Musk’s response brought attention to the “Inverse Cramer” meme, which posits that contradicting Cramer’s advice often results in significant profits.In another post, Musk took a dig at Cramer’s prediction of no de-escalation in the U.S.-Iran conflict, in response t ...

Quick Read TSLY’s high yield masks weak total returns. Even with distributions reinvested and taxes ignored, the ETF produced less than half the return of simply owning Tesla shares. Spending the income can erode your nest egg. Investors who withdrew the distributions instead of reinvesting them would have seen their principal decline dramatically over time. You are paying high fees for an inefficient structure. TSLY charges a 0.99% expense ratio and distributes income taxed at ordinary rates, making th ...