新汽车生态合作，报名中国版CES！ 撰文 | 莫 莉 编辑 | 黄 大 路 设计 | 甄 尤 美 在南美洲电动车销量快速攀升的当下，一场没有特斯拉作为主角的电动竞赛正在这片新兴市场展开。 过去两年，拉丁美洲电动车渗透率从个位数低位起跳。国际能源署在《2025年全球电动汽车展望》中测算，2024年该地区电动车市场份额已从约 2%翻倍至4%，增速明显快于全球平均水平。 据路透社2025年11月17日的最新报道，在南美多个国家，电动车在新车中的占比已创下新高，但特斯拉几乎没有出现在销量排行榜上。 这种错位背后，是南美地区一套与其他地区截然不同的市场结构、价格体系和政策博弈。 从小众尝鲜到渗透率翻倍 长期以来，南美汽车市场以燃油车为主，很多国家还延续了乙醇燃料车、灵活燃料车等路径，给电动车留下的空间并不算大。 国际能源署的数据显示，巴西仍然是拉美最大的单一汽车市场，2024年电动车销量超过12.5万辆，占当地乘用车市场的比例超过6%。而乌拉圭、 哥斯达黎加、哥伦比亚等体量较小的国家，电动车渗透率甚至已经达到一成以上。 总的来看，拉美电动车销量和渗透率在2024年都实现了翻倍增长，呈现从小众尝鲜向可见选择的变化趋势。 ...

Market Overview - The market has experienced a decline for four consecutive days, with increasing uncertainty reflected in the VIX climbing above 23 [1][3] - The MAG 7 companies have a combined market cap exceeding $20 trillion, raising questions about market frothiness [1] Federal Reserve and Economic Data - There was an expectation of a Federal Reserve rate cut in December, but the recent loss of government data has created unprecedented uncertainty [2][10] - The upcoming FOMC minutes are anticipated to provide insights into the Fed's stance, with a shift towards a more hawkish tone noted [10][11] Company Insights Amazon - Amazon reported strong earnings, particularly in AWS, indicating significant growth potential [4][6] - Despite market concerns, there is optimism for Amazon's stock to reach $300 in the upcoming months [6] Nvidia - Nvidia has shown remarkable performance, with a year-to-date increase of over 35%, although some cautionary comments from major investors have emerged [6][8] - Nvidia is viewed as a leader in the AI space, with strong partnerships and a critical role in future computing [7][8] Google - Google is recognized for its innovation and substantial research investments, with a price target suggesting a potential 30-40% upside [12][14] - Warren Buffett's increased stake in Google is seen as a strong endorsement of the company's future prospects [12][14] Tesla - Tesla has a price target of $422, with expectations of reaching $1,000 in the next 3 to 5 years due to anticipated advancements in technology such as robo-taxis [15][17] - The company is expected to disrupt multiple industries with innovations like humanoid robots [17]

RT Tesla Owners Silicon Valley (@teslaownersSV)Thank you @mayemusk @TeslaClubAT for wishing my wife Evelyn a happy birthday.Much love. Thankful for y’all and this amazing community. https://t.co/2513090UpP ...

Market Overview - Major indices experienced a down day, with the Dow falling nearly 500 points (about 1%) and the NASDAQ down 1.2%, marking it as the worst performer among the major indices [1][2] - The S&P 500 finished down approximately 0.8%, while small caps, represented by the Russell 2000, gained about 0.5% [3][4] - Volatility, as tracked by the VIX, has been trending higher, challenging previous highs seen during the China scare in mid-October [3] Sector Performance - Defensive sectors such as energy and healthcare showed positive performance, while consumer discretionary and technology sectors struggled, with notable declines in stocks like Amazon (down 4.43%) and Nvidia (down 2.81%) [4][5][6] - Some smaller stocks performed well, with Warner Brothers Discovery up 4% and Netflix up 3% [6][7] Economic Insights - Historical trends suggest that the current market phase is normal, with expectations of a potential positive December following a down November [10][12] - The average decline during digestion phases is about 9%, with the S&P 500 support level being closely monitored at 62.85% [14][15] Company-Specific Developments - Panera Brands is looking to refresh its menu and improve customer experience, focusing on value options and hospitality to compete in a challenging fast-casual market [27][29][32] - The fast-casual dining sector is facing difficulties, with competitors like Sweet Green reporting a 9.5% drop in same-store sales growth year-over-year [33][34] Cryptocurrency Market - Bitcoin has seen a significant decline of 30% in the past month, dropping from a record high of over $126,000 to around $93,000 [36] - Institutional interest in Bitcoin is growing, with clients looking to increase their exposure despite recent volatility [38][44] Upcoming Events - Key earnings reports are expected from major retailers including TJX, Lowe's, and Target, with particular attention on Nvidia's results for its AI chips [55][56] - The Federal Reserve will release minutes from its October FOMC meeting, providing insights into policymakers' economic views [57]

Tesla receives ride-hailing permit in Arizona in last required step to launch robotaxi service https://t.co/ubrx7F77MV ...

Tesla received a ride-hailing permit this week from Arizona regulators, opening the door for the automaker to begin operating a robotaxi service in the state.A spokesperson with Arizona Department of Transportation told TechCrunch the automaker applied for a Transportation Network Company permit on November 13.  Tesla has met the requirements to operate as a TNC and is permitted as of November 17, according to ADOT. The permit is the final regulatory step to launch a robotaxi service in Arizona, a state t ...

Tesla was allowed to begin offering autonomous rideshare service in Arizona, clearing the way for its nascent robotaxi business to expand to a new state https://t.co/8bqS3ikCtj ...

来源：环球市场播报 周二美股成交额第1名英伟达收跌2.81%，成交385.69亿美元。英伟达本月迄今累计跌幅已超10%。美国 银行公布的一项最新调查显示，多数基金经理认为人工智能投资热潮已经过头。 第2名特斯拉收跌1.88%，成交321.6亿美元。在特斯拉股东上周四批准CEO马斯克创纪录的万亿薪酬方 案之后，伯克希尔-哈撒韦公司CEO沃伦·巴菲特表示，随着高管们相互攀比薪酬待遇，CEO薪酬滚雪球 式增长趋势愈发明显。他指出，CEO们看到竞争对手提高薪酬后，会在贪婪与自私的驱使下，进一步抬 高自身薪酬水平。 特斯拉公司授予马斯克的薪酬方案以特斯拉达成8.5万亿美元市值为兑现条件，一旦达成，这位已然是 全球首富的企业家将成为史上首位万亿富翁。 第3名微软收跌2.70%，成交161.42亿美元。微软和英伟达承诺向Anthropic PBC共计投资高达150亿美 元，使这家AI开发商与其竞争对手OpenAI的两大支持者的关系更加紧密。 知情人士表示，这笔投资将是Anthropic下一轮融资的一部分。Anthropic还承诺从微软的Azure云服务购 买价值300亿美元的算力，这些公司周二表示。 该行分析师Alexan ...

Core Insights - Tesla has obtained a permit to operate as a transportation network company in Arizona, indicating a significant step in expanding its operational capabilities in the state [1] Company Summary - The Arizona Department of Transportation has officially granted Tesla the necessary permit, allowing the company to function as a transportation network company [1]

RT Anna Sherman (@theannasherman)@teslaownersSV Evelyn is wonderful and inspiration to all women. You guys are amazing! Likewise! We are all doing one great - supporting Tesla and we have the most amazing community in the world! 🌎 ...