Group 1 - The overall demand for passenger vehicles is expected to remain stable, with incremental growth driven by high-end market expansion and exports [3][6][35] - The penetration rate of new energy vehicles (NEVs) is stabilizing, with domestic market competition gradually reaching a steady state [23][35] - The average price of passenger vehicles is anticipated to increase, particularly in the mid-to-high-end market, as domestic brands continue to replace foreign brands [6][35] Group 2 - The heavy truck market faces pressure domestically, but exports are expected to recover as the pressure on sales to Russia eases [46][50] - The export of medium and large buses is projected to maintain rapid growth, with profitability largely dependent on the European market [55] - The rapid growth of AI data centers is expected to create additional demand in the diesel engine sector [3][46] Group 3 - The smart driving sector is entering a new phase of resonance between China and the US, with advancements in L2 and L3 driving standards expected [58][63] - The Robotaxi market in the US is anticipated to experience explosive growth, driven by companies like Tesla and Waymo [72][75] - The integration of robotics into the automotive supply chain is becoming increasingly significant, with automotive suppliers likely to extend their capabilities into the robotics sector [87][90] Group 4 - Recommended stocks in the passenger vehicle sector include Jianghuai Automobile, BYD, and BAIC Blue Valley, with a focus on high-end vehicles and exports [4][94] - In the robotics sector, recommended stocks include Top Group, Yinlun, and BlueDye Technology, with a focus on companies capable of transitioning into robotics [4][94] - For smart driving, recommended stocks include Bertel, Horizon, and Pony.ai, focusing on the growth of L2 driving technology and Robotaxi commercialization [4][94]

🚀 105 miles on FSD 14.2.1 – ONE TAP and it was over.Started from a random parking spot (not even my garage) → pulled out by itself → city streets → highway in the rain → flawless merges → arrived at destination and PARKED ITSELF perfectly between the lines. Zero interventions!I just tapped once, kicked back, and watched the Cybertruck drive AND park like it owned the place.This is the game-changer: true door-to-door with a single tap. No pulling out of the spot yourself, no taking over to park—just enter de ...

Group 1 - The article provides a market analysis covering major technology companies including Microsoft Corporation, Alphabet Inc Class A, Amazon.com Inc, and NVIDIA Corporation [1] - It highlights the performance trends and investment opportunities within these companies, indicating a strong interest from investors in the tech sector [1] - The analysis suggests that these companies are well-positioned to capitalize on emerging market trends and technological advancements [1] Group 2 - Microsoft Corporation is noted for its robust cloud services and software solutions, which continue to drive revenue growth [1] - Alphabet Inc Class A is recognized for its dominance in digital advertising and ongoing investments in artificial intelligence [1] - Amazon.com Inc is highlighted for its e-commerce growth and expansion in cloud computing through Amazon Web Services [1] - NVIDIA Corporation is emphasized for its leadership in graphics processing units (GPUs) and its pivotal role in AI and gaming markets [1]

大家好我是大魚 馬斯克罕見承認 4680 電池的 乾式塗層 「選錯路了」 這是否意味著 Tesla 的 電池革命 宣告失敗？ 大錯特錯 事實上 真正能讓4680 起死回生的關鍵 不是剛猛的 Cybertruck 而是不起眼的 Cybercab！ 這背後隱藏著 老馬將 「科學難題」 轉化為「工程勝利」 的絕妙佈局 今天我們不談股價 只帶你深挖 這場電池 豪賭的真正底牌 大家不要錯過 今天的精彩內容 OK let‘s go 特斯拉的股票 週五收盤是430.17% 全天上漲了 3.59%美元 漲幅是0.84% 成交量是 3600萬股 第一部分 4680的難產真相 關於 4680 電池 那個傳說中的 「乾式塗層技術」 （Dry Cathode） 馬斯克在 股東大會上 罕見地說了心裡話 他說如果時光倒流 我可能會 先選濕式塗層 這話什麼意思？ 難道Tesla 籌備多年的 電池革命要涼了嗎？ 當然不是 但事情比我們 想的要複雜 也要精彩得多 今天我們不談 那些虛頭巴腦的 股價預測 我帶你深挖一下 Tesla 電池產線 的真實狀況 我們聊三個重點 第一 老馬為什麼後悔？ 第二 為什麼說未來的 Cybercab才是 4680 ...

Cybertruck door is bulletproof https://t.co/UkjlJX9kJPTesla Owners Silicon Valley (@teslaownersSV):Did you know the Tesla Cybertruck door is bulletproof ?9mm doesn’t pierce at all. 👽 technology https://t.co/1AwsstY3Rx ...

Results for the future plus will be making sure I strap a tire in my bed https://t.co/GQZ5AdSLZG ...

RT Tesla Owners Silicon Valley (@teslaownersSV)Should I Buy a Tesla?Yes1) don’t have to worry about Gas2) cost of maintenance is cheaper3) safest vehicles on the road4) the car drives itself5) the price you see is the price you pay https://t.co/WGdCLRPUTf ...

Tesla, Inc. (NASDAQ:TSLA) is one of the stocks that received Jim Cramer’s latest comments. Cramer discussed the company’s competition in the car business in China, as he said: “Tesla stock should have been down if you view this company purely as a car business. We heard some very damning numbers from China that would indicate Tesla’s being priced out of the electric vehicle market over there. But Tesla’s now about Elon Musk’s vision of self-driving cars and robots, which is why it just keeps… it’s up 7%, ...

Core Viewpoint - Tesla shareholders have approved a controversial pay package for CEO Elon Musk, potentially worth $1 trillion, which is designed to align Musk's incentives with the company's long-term growth and profitability [1][2][4]. Summary by Sections Pay Package Details - Musk's pay package is linked to stock options and ambitious performance targets, including achieving a market cap of $8.5 trillion, which is over six times its current valuation of $1.4 trillion [3][6]. - The package aims to keep Musk motivated and ensure that he focuses on critical targets that benefit shareholders [5][7]. Performance Targets - Key targets for Musk to achieve include: - Selling 1 million robotaxis - Having 1 million robotaxis operational - Delivering 20 million cars - Securing 10 million full self-driving subscriptions - Generating up to $400 billion in adjusted profit per year [6]. Investor Perspective - The pay package is seen as beneficial for investors, as it aligns Musk's goals with those of the shareholders, promoting a win-win situation [4]. - Tesla's stock has appreciated approximately 2,800% over the past decade, reflecting its evolution into a profitable business [2]. Company Vision and Market Position - Tesla has transformed from a car manufacturer into a diversified AI business, with a current market cap of $1.431 trillion [10]. - The company is trading at a high valuation of 290 times its trailing earnings, driven by investor confidence in its growth potential [8]. Competitive Landscape - Despite its successes, Tesla faces increasing competition, particularly from China, which raises concerns about its core automotive business and profit margins [11].

RT Gail Alfar (@gailalfaratx)Tesla Diner is a work of art and an act of love for all of us by Tesla ⚡️ https://t.co/XIu3kB2ZR8 ...