Tesla Beat #122: $TSLA Shareholder Meeting Thoughts & News w/ @hanscnelson @sjvtesla @futureaza https://t.co/LqRTO77o7d ...

Core Insights - Tesla is experiencing a significant decline in electric vehicle sales, with European sales dropping 48.5% in October year-over-year and a 30% decrease for the year, despite overall EV sales in Europe increasing by 26% [1][3]. Group 1: Sales Performance - Tesla's European sales have plunged 48.5% in October compared to the same period last year [1]. - The company has lost 30% of its market share in Europe this year [3]. - Overall EV sales in Europe have increased by 26%, indicating a loss of competitiveness for Tesla [3]. Group 2: Stock Performance - Despite the decline in sales, Tesla's stock has surged by 9.8% this week [2]. - Investors are shifting their focus from EV sales to Tesla's advancements in artificial intelligence technology [2]. Group 3: AI Technology Investments - Elon Musk has emphasized significant investments in AI technology, urging investors to believe in Tesla's future in autonomous driving and robotics [4]. - Tesla has designed and deployed millions of AI chips across its vehicles and data centers, with the latest AI5 chip nearing completion and the next-generation AI6 chip already in development [5]. - The company plans to introduce updated chip designs into production every 12 months, similar to Nvidia's strategy, reinforcing its identity as a technology company [6].

false Trading Ideas Stock Market Crypto Forex Economic Commodity Video World Sub-Editor Devesh Kumar Humanoid robot orders to explode in 2026, but Tesla stock is unlikely to benefit Written by Wajeeh KhanWajeeh K. Wajeeh Khan Staff Reporter Wajeeh Khan Staff Reporter Wajeeh is a Staff Reporter at Invezz covering the European, Asian and North American stock markets. Wajeeh has nearly a decade of experience in financial journalism. read more. Edited by Devesh KumarDevesh K. Devesh Kumar Sub-Editor Devesh is a ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

RT Paolo Tiramani (@PaoloMBTiramani)2026 is the year of autonomous driving and I don’t mean Waymo or the toaster Zoox, the beginning of the end for all auto makers, mergers / chapter 11 / chapter 7 in that order, except the experience boutique brands aka Ferrari / Rolls, bla bla.Pretty obvious. ...

Li Auto Inc. (NASDAQ:LI) shares traded modestly higher in early Friday action as investors reacted to its push beyond vehicles into wearable AI.The company confirmed it will introduce its first artificial intelligence glasses, called Livis, on December 3 during an evening launch event in Beijing, reports CnEV Post.AI Wearables ExpansionThe glasses allow users to carry Li Auto's voice assistant, Lixiang Tongxue, through a lightweight wearable device.Also Read: Nio Enters Thailand With Thonburi PartnershipThe ...

It might be Black Friday - but here's the DUMBEST @kalshi Tesla prediction you could waste your money on! https://t.co/ieuYuSDGFY ...

特斯拉(TSLA.US)涨超1.3%，报432.32美元。消息面上，特斯拉将于下月在德国、意大利和法国推出 FSD体验试乘活动。据特斯拉官网介绍，此次活动将让欧洲用户以乘客身份在试驾过程中亲身体验FSD 系统。特斯拉强调，该系统目前可在几乎全部驾驶场景中实现自主操作，但仍需人类驾驶员保持监督。 (格隆汇) ...

Investment Focus - Alphabet (GOOGL US) is expected to maintain good visibility in its advertising business due to the gradual release of its valuation under pressure from AI search, with a projected 30%+ growth in cloud business for the year and margin improvement driven by scale effects [1] - Alibaba (BABA US) is anticipated to see a cloud business growth rate of 28%-30%, benefiting from strong momentum in instant retail, with Taobao expected to achieve a 20-30% MAU growth driven by flash purchase [1] - NVIDIA (NVDA US) is projected to achieve strong revenue growth in FY2027, with GB300 series products expected to account for two-thirds of Blackwell series products, and a revenue target of $500 billion over the next five quarters [1] - Tencent (700 HK) is recommended as a top pick, with a target price of 700, driven by steady growth in core gaming and advertising businesses, and a projected near 20% growth rate in advertising [3] - New Oxygen (SY US) is focusing on the light medical beauty sector with a rapid expansion plan, aiming to open 50 self-operated stores by 2025, supported by a strong marketing capability and low customer acquisition costs [3] - Ctrip (TCOM US) is expected to benefit from steady growth in domestic leisure travel and the recovery of outbound travel, with a projected revenue growth of 14% to 71.1 billion yuan in 2026 [3] - Huazhu (HTHT US) is transitioning to a high-margin franchise model, with a target price of $52, supported by a strong recovery in industry RevPar [4] - Futu (FUTU US) is positioned for long-term growth in the virtual asset business, with a user base of 3.1 million and a current valuation offering a safety margin [4] - AIA (1299 HK) is expected to see steady growth in new business value and operational indicators, with a forward PEV of 1.46x [4] - Dongfang Electric (1072 HK) is actively involved in global power station project contracting, with significant opportunities in the U.S. market due to the demand for power supply capabilities [9]

Core Viewpoint - The article highlights the normalization of negative electricity prices in various regions, including China, Europe, and Australia, driven by the imbalance between electricity supply and demand due to the rapid increase in wind and solar power installations. This situation is creating a new demand for medium to long-duration energy storage solutions, particularly in the 4-12 hour range [2][3]. Group 1: Market Trends and Developments - The phenomenon of negative electricity prices is becoming commonplace, prompting a shift towards medium to long-duration energy storage solutions [2][3]. - The global competition for energy storage systems with a capacity of 6MWh and above is intensifying, with a focus on long-duration storage solutions [3][4]. - By 2024, the penetration rate of 4-hour energy storage systems reached 15%, and this segment is becoming mainstream in 2025 [3][4]. Group 2: Technological Advancements - Major Chinese companies are rapidly increasing the production of large-capacity energy storage systems to seize market opportunities in the long-duration storage era [4][5]. - Companies like Ningde Times and Envision Energy are leading the charge with the mass production of high-capacity energy storage cells, such as the 587Ah cell [5][7]. - The competition is not limited to lithium batteries; flow battery technology is also gaining traction, with strategic partnerships being formed to develop large-scale storage projects [8][9]. Group 3: Competitive Landscape - The market is witnessing a split between companies focusing on large capacity cells using different manufacturing processes, namely the stacking and winding techniques [10][11]. - The stacking process is favored for its high space utilization and low-temperature performance, while the winding process benefits from established production efficiency [11][12]. - Companies are adopting differentiated strategies based on their technological capabilities, with some focusing on rapid deployment of 500+Ah cells and others on the long-term potential of 600+Ah cells [12][13]. Group 4: System Variability and Customization - The differences in cell technology are reflected in the energy storage systems, with various companies targeting different container sizes (10ft, 20ft, 30ft) to meet diverse application needs [14][15]. - Companies like Sungrow and BYD are launching multiple size versions of their energy storage systems to cater to specific market demands [15][16]. - The trend towards customized solutions is becoming more pronounced, as companies recognize the need for tailored energy storage solutions to address varying requirements in the market [17][19].