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What Jim Cramer sees in Nvidia, Tesla that most investors miss; and why it matters
Invezz· 2025-11-17 13:30
Core Insights - CNBC's Jim Cramer emphasizes the importance of focusing on fundamental aspects of companies rather than getting caught up in valuation and AI hype [1] Group 1 - Cramer identifies a shift in investment focus towards tangible, real-world factors that drive company performance [1] - The mainstream Wall Street narrative often overlooks these fundamental elements, which could present unique investment opportunities [1]
X @Herbert Ong
Herbert Ong· 2025-11-17 13:27
🚨 Tesla Robotaxi Coming to Japan?The company just posted new “Vehicle Operator, Autopilot” jobs in Kanagawa with the same description as the U.S. roles.This could mean Tesla is getting ready to expand its self-driving program into Japan.$TSLA https://t.co/GrU9wLBoKTMing (@tslaming):$TSLA 🇯🇵 BREAKING 🚨 Robotaxi operations might be launching in Japan "in 2 weeks" 🔥Tesla's job postings reveal that they are hiring for the position of "Vehicle Operator, Autopilot" in Kanagawa Prefecture, Japan with almost the sa ...
特斯拉,方向盘和脚踏板都不要了
36氪· 2025-11-17 13:07
以下文章来源于盐财经 ,作者张婉莹 盐财经 . 洞察趋势,睿智人生。《南风窗》旗下专业财经媒体。 中国开放合作的大门不会关闭, 只会越开越大。 文 | 张婉莹 编辑 | 江江 来源| 盐财经(ID:nfc-yancaijing) 封面来源 | IC photo 一辆没有方向盘、没有传统踏板的车,该如何驾驶? 在第八届中国国际进口博览会上,特斯拉给出的答案吸引了所有人的目光。 这款亚太首秀的全自动驾驶汽车Tesla Cybercab,拥有独特的金色流线型外观,车内没有方向盘,没有传统踏板,只有对向座椅和一块智能屏幕。 11月8日,在第八届进博会汽车及智慧出行展区特斯拉展位,观众在参观特斯拉赛博无人驾驶电动车/新华社记者蔡湘鑫 摄 它采用Tesla Vision视觉处理系统+端到端神经网络的自动驾驶方案。乘客只需通过语音或屏幕指令,便能召唤它去往任何目的地。 值得一提的是,Cybercab预计将于2026年内量产落地,并可将成本控制在3万美元内,将服务于特斯拉Robotaxi无人驾驶网约车车队。 特斯拉Robotaxi业务已于2025年6月在得州奥斯汀开始运营,目前运营车辆全部采用在售Model Y车型。特斯拉已 ...
特斯拉(TSLA.US)与梅赛德斯-奔驰在华获批提供生成式AI助手服务
Zhi Tong Cai Jing· 2025-11-17 13:01
特斯拉在中国市场的语音助手系统采用DeepSeek与字节跳动的AI模型,提供车载语音识别、导航及音 乐控制功能。这家电动车制造商旗下的上海xBot AI服务预计将深度契合中国用户对智能汽车功能的期 待。 梅赛德斯-奔驰计划采用抖音旗下Skylark AI驱动的虚拟助手,服务于全新在华推出的纯电CLA车型。该 助手支持语音交互、智能导航及高级座舱控制,公司预计到2026年每年将服务超过7万辆汽车。新款 CLA搭载奔驰最新人机交互系统,旨在提供更个性化、更直观的车载体验。 据报道,特斯拉(TSLA.US)与梅赛德斯-奔驰成为首批在中国注册为生成式人工智能服务提供商的外国 企业。这一进展意味着两家车企可在华注册其AI助手,用于响应客户服务咨询。 中国于2024年4月推出生成式AI服务注册制,要求供应商在向消费者提供此类技术前必须获得政府批 准。该监管流程包括技术审查,并需符合当地网络安全和数据标准,以确保AI模型在部署前满足国家 要求。 由浙江吉利控股集团控股的沃尔沃汽车,同样获得了合法使用生成式AI服务的权限。 ...
Jim Cramer Comments On Tesla (TSLA)’s Share Price Drop
Yahoo Finance· 2025-11-17 12:33
We recently published 10 Stocks Jim Cramer Talked About & Revealed Why He’s Critical Of OpenAI. Tesla, Inc. (NASDAQ:TSLA) is one of the stocks Jim Cramer talked about. Tesla, Inc. (NASDAQ:TSLA)’s shares opened lower yesterday, and Cramer discussed the stock price movement in the context of broader weakness in the Bitcoin mining sector and other stocks. In his previous remarks, the CNBC TV host has repeatedly asserted that Tesla, Inc. (NASDAQ:TSLA) is an autonomy and robotics company instead of a car compa ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-11-17 12:28
RT Paolo Tiramani (@PaoloMBTiramani)Wealth tip at the end of rant:FSD 14 is 🤯 Tesla is singular in having spacial AI, ie 3D with cameras. This is the future of robots and it only belongs to @Tesla . Why? Because the impressive theatrics from other roboticists is the same as Waymo and the toaster Zoox (always empty) running limited pantographs. Only Tesla has the trifecta of robotics, scale and most importantly a spatial brain based on FSD that will be able to do useful things. That is why Tesla shareholders ...
Elon Musk Says Grok 5 Set For 2026 With A Massive 6 Trillion Parameter Model And Real-Time Multimodal Intelligence - Tesla (NASDAQ:TSLA), Dell Technologies (NYSE:DELL)
Benzinga· 2025-11-17 11:40
Elon Musk, the founder of xAI, has revealed the latest model of his AI venture, xAI’s Grok 5, with a staggering 6 trillion parameter model and a higher intelligence density in 2026.Grok 5 Trained On Multimodal Data On Friday, Musk, in conversation with billionaire investor Ron Baron, discussed the new features of Grok 5 at Baron Capital’s annual investment conference.According to Musk, this will be the largest model as compared to Grok 3 and Grok 4, which are based on a 3 trillion parameter model.He also st ...
Tesla requires US supply chains to strip out China-made components – report
Yahoo Finance· 2025-11-17 11:38
Tesla has directed its suppliers to avoid using components manufactured in China for vehicles destined for the US, reported The Wall Street Journal, citing sources. The move comes as the company plans to reduce reliance on components produced in China amid deteriorating US–China ties. According to sources, Tesla decided earlier this year to stop using China-based suppliers for US-assembled cars. Some China-made parts have already been replaced with components manufactured in other countries, and Tesla p ...
起个好名!
Datayes· 2025-11-17 11:32
A股复盘 | 联想式炒股 / 2025.11.17 真是惊了!今天涨停的都是会起名的! 孚日不说了,俘虏日军;中孚信息,中国俘虏日军; 还有日出东方、 大东方、 华升股份、 盛视科技、 中富通 下午氢能异动,我看了下,彭博社下午发了个文章, 说中国在十五五中加速发展氢能, 还举了一个例子, 中国煤炭资产管理集团有限公司 与乌兰察布市四子王旗人民政府签署风光制氢氨一体化项目合作协议,规划年产50万吨绿氨。这已是中煤在四子王旗布局的第二个大型绿氨 项目。 群里小伙伴提醒,每轮新能源行情都以氢能大涨为结束点! 群里小伙伴问,今年怎么还没出一万变一亿的梳理? 我正好问了问DS,从结果来看,只要搭上上纬新材的快车, 你都不必等到11月,哈哈哈,早早实现"一个小目标"! 不过结果我没验证哈! | 交易次数 | 擬作股票 | 买入日期 | 持有天数 | 关键依据与说明 | 收益率计算 资金变化 | | --- | --- | --- | --- | --- | --- | | 1 | 汉得信息 (300170) | 2025-01-20 | 2025-01-24 5天 | 基于1月24日AI应用概念涨停潮 3,假设预知其 ...
「美股盘前」谷歌涨超5%;马斯克警告比尔·盖茨;美银预警:标普500深度回调或达10%
Mei Ri Jing Ji Xin Wen· 2025-11-17 11:21
Group 1 - Major stock indices are showing positive trends, with Dow futures up 0.14%, S&P 500 futures up 0.50%, and Nasdaq futures up 0.79% [1] - Prominent tech stocks are also rising, with Tesla up over 1%, Amazon up over 1%, and Micron Technology up over 2% [1] - Chinese concept stocks are experiencing gains, with JD.com up 1.26%, Baidu up 1.17%, Futu up 2.54%, and NIO up 1.46% [1] Group 2 - Google shares rose over 5% after Berkshire Hathaway disclosed a new position in Alphabet, purchasing 17.85 million shares, making it the 10th largest holding [1] - Alibaba's stock increased by over 3% following the launch of its Qwen-based Qianwen app, which aims to enhance user interaction and service across various life scenarios [1] Group 3 - Elon Musk warned Bill Gates to close his short position on Tesla, which he has held for nearly eight years, citing the negative impact on investor confidence [2] - SoftBank's Q3 holdings in U.S. stocks increased to $26 billion, up 4% from the previous quarter, while it exited positions in Oracle and Cipher Mining, and initiated a new position in Intel with approximately 86.96 million shares valued at $2.9 billion [2] Group 4 - The Saudi Public Investment Fund (PIF) significantly reduced its U.S. stock holdings in Q3, decreasing from approximately $23.8 billion to $19.4 billion, marking an 18% decline and the lowest level in two years [3] - Bank of America issued a warning regarding potential risks for the S&P 500, suggesting a possible correction of up to 10% as market breadth deteriorates [3]