特斯拉的困境在欧洲最为严峻。目前，欧洲市场已有十余款电动车型售价低于3万美元，且更多平价车 型即将上市。中国品牌正以惊艳设计和丰富的车型选择大举进入欧洲市场，产品阵容覆盖纯电、燃油与 混动车型。 接受路透社采访的分析师认为，在欧洲市场，特斯拉短期内看不到快速解决方案，因为该公司在当地只 提供两款面向大众市场的车型：Model 3和Model Y。为促进销量，特斯拉近期推出了低配、价格更低的 Model Y版本。 特斯拉 凤凰网科技讯 北京时间11月26日，据路透社报道，特斯拉CEO埃隆·马斯克(Elon Musk)今年大部分时间 都专注于该公司的机器人业务，并争取让其1万亿美元天价薪酬方案获得股东批准。在这期间，特斯拉 主营业务汽车销售的前景正变得黯淡。 眼下，特斯拉在全球三大汽车市场欧洲、中国和美国都面临销售压力。根据欧洲汽车制造商协会周二公 布的数据，特斯拉10月在欧洲的销量同比下降48.5%。截至10月，特斯拉今年在欧洲的销量下降了大约 30%，而整个行业的电动汽车销量却增长了26%。 根据金融分析公司Visible Alpha的数据，尽管特斯拉第三季度交付量因美国购车者抢在9月30日电动汽 车税收抵免 ...

在中国市场，特斯拉被国产汽车制造商全方位包围，市场占有率正持续下滑，汽车销售收入增速也出现明显放缓。小米、蔚来、小鹏等都想踩着特斯拉实 现销量突飞猛进，甚至是在第四季度盈利。 特斯拉似乎走到了关键的岔路口，又不得已做出了"错误"的选择。 但就是这样的处境下，特斯拉11月已正式通知其全球供应商：未来两年内，所有供应给美国工厂的汽车零部件，必须彻底排除中国产品。 多重压力的夹击下，特斯拉的未来发展将会是什么样？ 销量骤降的特斯拉 当下，特斯拉在中国市场的销量正经历断崖式下跌，市场表现令人担忧。 懂车帝数据显示，2025年10月，特斯拉Model Y和Model 3的销量合计26006辆。同比下降35.76%，环比下降63.64%，创2022年11月以来新低。其中，曾 长期稳坐SUV销冠的ModelY表现尤为惨淡，2025年10月销量仅为1.95万辆，被小米YU7以3.37万辆的成绩大幅度超越。 图/特斯拉"去中国化"来源/互联网 新能源观截图 特斯拉"去中国化"的战略倾向将自己推向舆论焦点，间接拉远了与中国消费者的距离，影响购买意愿。长远来看，它或许会失去中国这个重要市场。 这是特斯拉不想看到的。11月26日，特 ...

Core Viewpoint - JPMorgan Chase & Co. warns that a surge in global oil supply could lead to a significant drop in oil prices, potentially bringing Brent crude down to the $30-per-barrel range by 2027 [1] Supply and Demand Dynamics - Analysts from JPMorgan highlight a growing imbalance between supply and demand as the primary factor for the anticipated price collapse, with demand consistently exceeding expectations despite bearish sentiment [2] - Supply has outpaced demand growth by more than twofold, primarily driven by increases from non-OPEC+ producers, especially in the U.S. [3] Price Forecasts - The bank projects that Brent prices could fall below $60 in 2026, drop into the low $50s by the end of that year, and average $42 in 2027, with potential declines into the $30s if surpluses persist [3] - The expected surplus is estimated at approximately 2.8 million barrels per day in 2026 and 2.7 million barrels per day in 2027, unless production is curtailed by government intervention [3] Current Market Status - As of the latest check, Brent Crude Futures remained stable at $62.15 per barrel [4]

Group 1: Market Performance - Major U.S. index futures are showing positive trends, with Dow futures up 0.18%, S&P 500 futures up 0.21%, and Nasdaq futures up 0.26% [1] - Chinese concept stocks are mixed, with Alibaba up 1.07%, Pinduoduo up 1.05%, and JD.com up 1.16%, while Xpeng Motors is down 2.26% and Bilibili is down 1.81% [1] Group 2: Company Earnings and Projections - Dell reported Q3 revenue of $27.005 billion, an 11% year-over-year increase, and attributed this growth to a surge in AI server orders, with $12.3 billion in orders received and $5.6 billion shipped [1] - Dell raised its annual AI server shipment forecast from $20 billion to $25 billion, projecting over 150% year-over-year growth, driven by strong demand for AI products [1] - Li Auto's Q3 revenue was 27.4 billion yuan, a 36.2% year-over-year decline, with a net loss of 624.4 million yuan compared to a profit of 2.8 billion yuan in the same period last year [5] - Li Auto's Q4 revenue guidance is between 26.5 billion yuan and 29.2 billion yuan, below market expectations of 37.25 billion yuan [5] Group 3: Industry Developments - Uber announced the launch of a fully autonomous Robotaxi service in Abu Dhabi, expanding its partnership with WeRide, although some routes will still have safety drivers [2] - Nvidia's market share is projected to decline from 85% to 75% by 2030, despite the company remaining a leader in the AI data center market, which is expected to grow to approximately $1.2 trillion [3] - Rapidus, a Japanese chip manufacturer, plans to build a 1.4nm wafer fab by FY2027, aiming to close the gap with TSMC [4] - Elon Musk announced that Tesla's Robotaxi fleet in Austin will double next month, although specific operational numbers have not been disclosed [4] Group 4: Fundraising and IPOs - Hedge fund manager Bill Ackman is planning to raise $5 billion for a new closed-end fund, with $2 billion coming from institutional investors, coinciding with an IPO of his company, Pershing Square Capital Management [5]

Investors who don't own these seven stocks are almost certainly underperforming the broader market.The term "Magnificent Seven" was coined by Wall Street in 2023 to describe a group of seven innovative technology companies that are leading the way in areas like artificial intelligence (AI), cloud computing, semiconductors, social media, electric vehicles (EVs), and more. They are worth a combined $20.6 trillion, and they have a habit of delivering blistering returns for investors. In fact, the Magnificent S ...

扫码可订阅产业日报 1.【哪吒汽车管理人拟定《委托经营管理方案》提交债权人会议表决，涉及造车双资质】11月25日晚 间，合众新能源汽车股份有限公司（哪吒汽车实体公司）管理人发布通知称，为维护债务人的资产价 值及"造车双资质"，管理人拟定《委托经营管理方案》作为第二次债权人会议之补充内容提交债权人 会议表决。本方案的表决期限为2025年11月25日至2025年12月12日17时（《共益债务融资借款方 案》《财产变价方案》表决截止时间不变，即仍然为2025年11月28日17时）。（界面新闻） 2. 【小米汽车李肖爽：并无M7型号产品，"撞人"事故车辆与小米无关】近日，"小米汽车M系列又撞 人了"等谣言在互联网上发酵，引起舆论关注。记者从小米汽车官网上了解到，该公司主要车型为小 米YU7、小米SU7 Ultra和小米SU7，并不存在M系列车型。11月26日，小米汽车副总裁李肖爽发文 辟谣，称"此事与小米完全无关。众所周知，小米汽车没有M7型号产品，请大家不信谣、不传 谣。"小米集团董事长特别助理、战略市场部副总经理徐洁云亦现身评论区称"望周知"。（同花顺财 经） 3.【特斯拉高管辟谣去中国化供应链】11月26日，针 ...

APPSO 离开马斯克投奔雷'. 小米机器人团队滚? Zeyu (Zach) L. ⑦ He/Him 他/他 Robotics R&D @Xiaomi | Formerly Senior Robotics Engineer@Tesla | PhD in Robotics@NUS 小米机器人研发|曾任特斯拉高级机器人工程师|新加坡国立大学机器 人博士 Palo Alto, California, United States · Contact info 帕洛阿尔托,加利福尼亚州,美国联系方式 Experience Dexterous Hand R&D Lead Xiaomi Technology · Full-time Oct 2025 - Present · 2 mos Hybrid Robotics Engineer Tesla · Full-time Aug 2024 - Oct 2025 · 1 yr 3 mos Palo Alto, California, United States · On-site Jun 2023 - Jan 2024 · 8 mos Tesla bot/Optimus Han ...

Tesla Inc. (NASDAQ:TSLA) Board member and Airbnb Inc. (NASDAQ:ABNB) co-founder Joe Gebbia says that the EV giant's vehicles are like robots.Teslas Are RobotsTaking to the social media platform X on Tuesday, Gebbia quoted a post by a user who praised the EV giant's Full Self-Driving (FSD) system. "It's an intelligent robot that happens to be on wheels and can take you places safely," the investor said in his post.Recent accounts shared by Tesla vehicle owners point towards the safety and self-driving capabil ...

Core Insights - Tesla, Inc. is recognized as a leading AI stock, with Melius reiterating a "Buy" rating, emphasizing that the company is a "must own" as significant changes in the automotive landscape are anticipated [1][2] - The latest version of Tesla's full self-driving (FSD) software, v14.1.7, has significantly improved the driving experience, positioning Tesla ahead of competitors [2][3] - Analysts believe that Tesla's strategic decisions over the years have created a sustainable competitive advantage, making it less likely for traditional automakers to catch up [4] Company Performance - Melius analyst Rob Wertheimer highlighted the transformative potential of autonomy in the driving ecosystem, predicting a shift of hundreds of billions in value towards Tesla over the next five years [2] - Piper Sandler praised Tesla's FSD v14 after a successful robo taxi test, indicating that it outperforms the average American driver [3] Competitive Landscape - The analysis suggests that legacy automakers are struggling to compete with Tesla in terms of innovation and cost efficiency [3][4] - There is a growing belief that Tesla's early strategic choices are yielding positive results, while competitors are facing challenges [4]

Core Insights - Tesla plans to double the number of robotaxis in Austin, Texas, in December, following the service launch less than six months ago [1] Company Developments - The expansion of robotaxis in Austin indicates Tesla's commitment to enhancing its autonomous vehicle services [1] - This move reflects Tesla's strategy to increase its presence in the growing market for autonomous ride-hailing services [1] Industry Trends - The decision to double the robotaxi fleet aligns with the broader trend of increasing investment in autonomous vehicle technology and services [1] - The expansion may influence competition within the autonomous ride-hailing sector, prompting other companies to accelerate their own service rollouts [1]