Tesla(TSLA)
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美团王兴:外卖价格战没有为行业创造价值,不可持续;特斯拉被曝曾拆解中国电动汽车; 2025贺岁档新片票房破10亿丨邦早报
创业邦· 2025-11-29 01:08
Group 1 - Meituan reported Q3 revenue of RMB 955 billion, a 2.0% increase from RMB 936 billion in the same period last year, but faced a significant operating loss of RMB 141 billion in its core local commerce segment due to intensified competition in the food delivery industry [4] - The adjusted EBITDA and adjusted net profit for Meituan fell to negative RMB 148 billion and negative RMB 160 billion respectively, marking the first loss since 2022 [4] - As of September 30, 2025, Meituan held cash and cash equivalents of RMB 992 billion and short-term investments of RMB 421 billion [4] Group 2 - China FAW Group is reportedly finalizing an investment in Leap Motor, with an initial stake of around 5% expected to be signed by the end of the year [5] - Baidu has initiated a new round of layoffs affecting multiple departments, with some teams facing cuts of up to 40% due to declining advertising revenue and increased competition in AI [5] - BYD is recalling nearly 89,000 Qin PLUS DM-i vehicles due to battery consistency issues that may restrict power output, posing safety risks [5] Group 3 - Taobao Flash Sale is expanding its cancellation of late delivery penalties to 60 cities by the end of the year, aiming to improve rider income and service efficiency [6] - Xiaomi's CEO Lei Jun responded to criticisms regarding the energy consumption of the Xiaomi SU7, acknowledging that the vehicle's size and configuration contribute to its performance [6] Group 4 - A major 3D printing factory is set to be established in Shenzhen by Huina Technology, which plans to deploy 15,000 3D printers by Q1 2026, making it the largest globally [8] - Huawei's Mate 80 series has launched at a competitive price, with the Mate 80 Pro Max selling out quickly and achieving a premium above the iPhone 17 Pro Max [8] Group 5 - Soul App has submitted its IPO application to the Hong Kong Stock Exchange, with Tencent holding a 49.9% stake as a strategic investor [10] - Adani Group plans to invest up to $5 billion in building AI infrastructure for Google in southern India, reflecting a significant commitment to the growing data center sector [10] Group 6 - OpenAI's data center partners are accumulating nearly $100 billion in debt related to the company, with significant loans being secured for further development [9] - Nvidia's CEO Jensen Huang emphasized the irreplaceability of Nvidia's GPUs in the AI market, asserting the company's unique position despite increasing competition [9]
早报(11.29) | 美股强势五连阳!英特尔暴涨10%,金银铜集体“狂飙”;两艘油轮在黑海发生爆炸;工信部加速推进“反内卷”
Ge Long Hui· 2025-11-29 00:12
美股方面,因感恩节假期提前3小时收盘,三大指数连续第五个交易日集体收涨,纳指涨0.65%,道指 涨0.61%,标普500指数涨0.54%。11月,纳指累跌1.51%,道指累涨0.32%,标普500累涨0.13%。 大型科技股多数走高,英特尔收盘上涨超10%,创9月18日以来最大单日涨幅;Meta涨超2%,AMD、 亚马逊、奈飞、微软涨超1%。 中概股方面,纳斯达克中国金龙指数涨0.54%。小鹏涨3.26%,京东涨1.39%,蔚来涨0.73%,京东涨 1.39%,拼多多涨0.24%;理想汽车跌0.22%,阿里巴巴跌0.19%。 | | | 隔夜美股概览 | | | | --- | --- | --- | --- | --- | | 类别 | 名称 | 现价 | 涨跌 | 涨跌幅 | | | 道琼斯工业平均 | 47716.42 | 289.30 | 0.61% | | 三大指数 | 纳斯达克 | 23365.69 | 151.00 | 0.65% | | | 标普500 | 6849.09 | 36.48 | 0.54% | | | Google | 320.18 | 0.23 | 0.07% | | | Me ...
X @Elon Musk
Elon Musk· 2025-11-28 23:59
RT Tesla Owners Silicon Valley (@teslaownersSV)Just tested the Starlink Mini in the middle of nowhere and… holy crap.268 Mbps DOWNLOAD 🤯Upload was 9 Mbps, latency 26 ms.This thing is smaller than a laptop, runs off a regular USB-C power bank, weighs basically nothing, and just turned “no signal” into “faster than my fiber at home.”No towers. No wires. No contracts. Just internet from space, in my backpack.Starlink Mini isn’t just portable internet… it’s a legit game changer for anyone who travels, camps, wo ...
芯片巨头,突然暴涨!
Zhong Guo Ji Jin Bao· 2025-11-28 23:55
中国基金报记者 赵刚综合整理 道指涨289.30点,涨幅为0.61%,报47716.42点;纳指涨151.00点,涨幅为0.65%,报23365.69点;标普 500指数涨36.48点,涨幅为0.54%,报6849.09点。 受益于科技股的反弹,本周三大指数均实现了较大幅度的上涨。其中,道琼斯指数本周累计涨幅达 3.18%,标准普尔500指数上涨3.73%,纳斯达克指数涨幅为4.91%。 11月,道指涨0.32%,标普500指数涨0.13%,纳指跌1.51%。 高盛集团的交易部门称,虽然标普500指数11月可能以基本持平收官,但随着波动性回落、美股广度改 善以及趋势跟随策略转为买方,前路已变得明显更为清晰。 芝商所的期货与期权交易因数据中心故障而暂停,致使股票、外汇、债券以及大宗商品市场的交易中断 了数小时。据数据中心运营商赛勒斯万(CyrusOne)披露,此次故障是由芝加哥地区一座数据中心的 冷却系统问题所引发。该公司发言人表示,工程团队已重启多台冷却机,并且部署了临时冷却设备,但 并未透露恢复正常运营的具体时间。 欧洲证券交易所运营商泛欧交易所表示,其市场未受芝加哥商品交易所集团交易中断事件的影响,此次 ...
芯片巨头,突然暴涨!
中国基金报· 2025-11-28 23:51
三大股指本周涨幅均超 3% 道指涨 289.30 点,涨幅为 0.61% ,报 47716.42 点;纳指涨 151.00 点,涨幅为 0.65% ,报 23365.69 点;标普 500 指数涨 36.48 点,涨幅为 0.54% ,报 6849.09 点。 受益于科技股的反弹,本周三大指数均实现了较大幅度的上涨。其中,道琼斯指数本周累计 涨幅达 3.18% ,标准普尔 500 指数上涨 3.73% ,纳斯达克指数涨幅为 4.91% 。 11 月,道指涨 0.32% ,标普 500 指数涨 0.13% ,纳指跌 1.51% 。 高盛集团的交易部门称,虽然标普 500 指数 11 月可能以基本持平收官,但随着波动性回 落、美股广度改善以及趋势跟随策略转为买方,前路已变得明显更为清晰。 中国基金报记者 赵刚 综合整理 美东时间 11 月 28 日周五,感恩节次日,美股提前三小时收盘,三大指数齐涨。 科技股普 涨,英特尔 涨超 10% ,创 9 月 18 日以来最佳单日表现。 WTI 原油连续第四个月下跌。 白银和铜齐创纪录新高。 天风国际分析师郭明錤称,英特尔预计最快 2027 年开始出货苹果入门级 M 系列处 ...
Tesla loses some AI staff to a new robotics startup
Business Insider· 2025-11-28 23:51
Core Insights - Sunday Robotics has emerged from stealth mode, revealing a team with significant experience from Tesla, including at least 10 former employees involved in Tesla's humanoid robot and self-driving initiatives [1][4] - The startup has introduced its home robot, Memo, which is capable of performing various household tasks [5] Company Overview - Sunday Robotics was co-founded by Cheng Chi and Tony Zhao in 2024, with Zhao having interned on Tesla's Autopilot team [5] - The company employs around 50 people, including engineers and memory developers focused on training the robot [4] Product Development - The home robot, Memo, was unveiled on November 19, showcasing its ability to pick up wine glasses, load a dishwasher, and fold socks [5] - Sunday Robotics is part of a growing trend in the robotics industry, with other startups like 1X also developing consumer-ready home robots [7] Team Composition - The team includes former Tesla employees with extensive backgrounds in AI infrastructure and robotics, such as Perry Jia and Nadeesha Amarasinghe, who worked on Tesla's Autopilot and Optimus programs [2][3] - The startup also has several former interns and employees from Tesla's Autopilot team, indicating a strong foundation in advanced robotics [4]
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-11-28 23:35
I’ve driven 567 miles and 98% of FSD v14.2 and 14.2.1It’s been flawless and truly special to watch FSD become this good.Tesla AI team is killing it. https://t.co/cqsu76yRELKalena Brown (@KalenaKBrown):As v14 trials continue rollout, I'm excited for those Self-Driving statsLET'S SEE EM ...
美股11月收官:标普500指数、道指月线7连涨!礼来飙升24.82%,英伟达大跌逾12%
Ge Long Hui· 2025-11-28 23:26
Core Insights - The S&P 500 index rose by 0.54% on the last trading day of November, marking a cumulative increase of 0.13% for the month, while the Dow Jones increased by 0.61% with a monthly gain of 0.32%. The Nasdaq, however, saw a rise of 0.65% but recorded a cumulative decline of 1.51% for November [1] Market Performance - The S&P 500 and Dow Jones both achieved a seven-month consecutive increase, while the Nasdaq experienced its first monthly decline in seven months [1] - Notable technology stocks showed varied performance in November: - Eli Lilly rose by 24.82%, marking its third consecutive month of gains and maintaining a market cap above $1 trillion - Alphabet Class A (Google A) increased by 13.87%, achieving its eighth consecutive month of growth - Broadcom rose by 9.02%, also for the eighth consecutive month - Micron Technologies increased by 5.68%, marking its fourth consecutive month of gains - Apple rose by 3.24%, achieving its sixth consecutive month of growth - Meta Platforms saw a slight decline of 0.06%, marking its fourth consecutive month of losses - Taiwan Semiconductor Manufacturing Company (TSMC) fell by 2.97% - Amazon decreased by 4.5% - Microsoft dropped by 4.8% - Tesla declined by 5.78% - Nvidia experienced a significant drop of 12.59% [1] Market Capitalization - The top ten companies by market capitalization in the U.S. stock market currently include Nvidia, Apple, Alphabet Class A, Alphabet Class C, Microsoft, Amazon, Broadcom, Meta, TSMC, and Tesla [1]
隔夜美股 | 三大指数收涨 本周涨幅均超3% 白银历史性攻破55美元
智通财经网· 2025-11-28 23:20
【美股】截至收盘,道指涨289.30点,涨幅为0.61%,报47716.42点;纳指涨151.00点,涨幅为0.65%, 报23365.69点;标普500指数涨36.48点,涨幅为0.54%,报6849.09点。英特尔(INTC.US)涨超10%,Meta Platforms(META.US)涨超2%,AMD(AMD.US)涨超1%。 【欧股】德国DAX30指数涨74.29点,涨幅0.31%,报23852.08点;英国富时100指数涨26.77点,涨幅 0.28%,报9720.70点;法国CAC40指数涨23.24点,涨幅0.29%,报8122.71点;欧洲斯托克50指数涨 16.98点,涨幅0.30%,报5670.15点;西班牙IBEX35指数涨12.65点,涨幅0.08%,报16374.45点;意大利 富时MIB指数涨161.13点,涨幅0.37%,报43381.00点。 【原油】纽约市场1月交割的WTI原油下跌0.2%,收于每桶58.55美元。2月布伦特原油下跌0.8%,收于 每桶62.38美元。据报道,美国总统特朗普上周与委内瑞拉领导人马杜罗通话,讨论了潜在会面事宜。 两国紧张局势缓和将大幅降低石油的 ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-11-28 23:09
Tesla Optimus will stop poverty https://t.co/qooPHTS4Sx ...