Investment Rating - The report maintains a positive investment recommendation for the automotive sector, anticipating a recovery in 2025 [1][2]. Core Insights - The automotive industry experienced moderate growth in Q3, with weak performance from car manufacturers and overall mild growth in automotive parts. The report highlights potential catalysts for recovery in 2025, including better-than-expected retail sales post-Spring Festival, improved export performance, and favorable policies [1][5]. Data Tracking - In late October, the discount rate for vehicles increased by 9.6%, with a slight month-on-month rise of 0.1 percentage points. The average discount amount was 21,782 yuan, showing a month-on-month increase of 398 yuan [3][4]. - The report tracks various automotive raw material prices, noting significant changes in lithium carbonate, aluminum, copper, palladium, and rhodium prices [6][28]. Market Performance - The automotive sector saw a weekly increase of 0.69%, ranking 15th out of 29 sectors. The report details the performance of various indices, with the automotive parts sector rising by 1.13% and commercial vehicles by 4.41% [8][31]. Industry News - Key developments include the call for a phased exit of vehicle purchase tax reductions, the cessation of vehicle replacement subsidies in Shenzhen, and the launch of new models by various manufacturers [29][30].

RT Elon Musk (@elonmusk)Chip design review continues tomorrow, followed by Optimus demo review ...

RT Elon Musk (@elonmusk)Just finished a long AI5 design review with the Tesla California and Texas chip engineers. It’s going to be great.And AI6 and AI7 will follow in fast succession.AI8 will be out of this world. ...

Core Insights - The "Magnificent 7" companies—Microsoft, Meta, Amazon, Apple, Nvidia, Alphabet, and Tesla—are driving strong earnings performance in the S&P 500, contributing to investor optimism and market momentum [2][4][5] Earnings Performance - As of now, 64% of S&P 500 companies have reported earnings, with 83% surpassing consensus estimates [3] - The blended earnings growth rate for the S&P 500 in Q3 is 10.7% year-over-year, exceeding the initial expectation of 7.9% [3] - Expected earnings growth rates for 2025 and 2026 have increased to 11.2% and 14.0%, respectively [3] Sector Contributions - Positive earnings surprises from the information technology, consumer discretionary, and health care sectors significantly contributed to the S&P 500's earnings growth [7] - Microsoft and Apple were the most significant positive drivers in the technology sector, while Amazon was the key positive surprise in consumer discretionary [7] Revenue Growth - Sales growth is at 7.9%, with three sectors—information technology, communication services, and health care—on track for double-digit year-over-year sales growth this quarter [8] Company-Specific Insights - Meta Platforms reported disappointing earnings due to a non-cash tax charge but saw a 26% year-over-year revenue growth, indicating a robust underlying business [6] - Despite challenges faced by Tesla and Meta, other members of the Magnificent 7, particularly Alphabet, Microsoft, and Amazon, continue to show strong growth driven by demand for artificial intelligence [5][6]

闻ण 经 吕 示 WSCN Economic Calendar | | 时间 | 内容 | 预期 | 前值 | | --- | --- | --- | --- | --- | | 11月3日 周一 | | | | | | 数据 | 09:45 | 中国 10月RatingDog制造业PMI | | 51.2 | | | 23:00 | 美国 10月ISM制造业指数 | 49.2 | 49.1 | | | 待定 | 美国参议院有关推进拨款法案停止政府"停摆"的下一次 表决最早将于11月3日晚开始 | | | | 事件 | 待定 | 香港金融科技周于11月3日至4日举行 | | | | | 待定 | 香港金管局：国际金融领袖投资峰会将于11月3至5日举行 | | | | 11月4日 周二 | | | | | | 数据 | 23:00 | 美国 9月耐用品订单环比终值 | | | | | 23:00 | 美国 9月JOLTS职位空缺(万人) | | 722.7 | | 事件 | 01:00 | 2027年FOMC票委、旧金山联储主席戴利发表讲话 | | | | 财报 | | Palantir、优步（Uber）、辉瑞 ...

Cathie Wood’s ARK Innovation ETF (ARKK) latest top 15 holdings are led by Tesla (TSLA) at 12.3%, followed by Coinbase (COIN) at 5.8% and Roku (ROKU) at 5.6%. The list also includes companies such as CRISPR, Shopify, Palantir, AMD, and Roblox. https://t.co/x5Tj8X4J2O https://t.co/IwkwTbMVK3Ark Invest Tracker (@ArkkDaily):Here are the top 15 largest holdings in Cathie Wood and Ark Invest's $ARKK ETF🥇 Tesla $TSLA🥈 Coinbase $COIN🥉 $ROKU4 Crispr $CRSP5 Tempus AI $TEM6 Shopify $SHOP7 Robinhood $HOOD8 Palantir $PL ...

New York, New York--(Newsfile Corp. - November 2, 2025) - Leading securities law firm Bleichmar Fonti & Auld LLP announces that a lawsuit has been filed against Molina Healthcare, Inc. (NYSE: MOH) and certain of the Company's senior executives for potential violations of the federal securities laws. If you invested in Molina, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/molina-healthcare-inc-class-action.Investors have until December 2, 2025, to ask the Court ...

New York, New York--(Newsfile Corp. - November 2, 2025) - Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into Stride, Inc. (NYSE: LRN) for potential violations of the federal securities laws. If you invested in Stride, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/stride-inc-class-action-lawsuit.Why Is Stride Being Investigated for Securities Fraud?Stride is an education technology company that provides an online platform to ...

下周特斯拉将举行股东投票，就首席执行官马斯克价值1万亿美元的薪酬方案进行表决。不过，近期有 多家为机构投资者提供股东投票建议的咨询公司，例如Glass Lewis和ISS都公开反对了这份巨额薪酬方 案。由此也引发了马斯克和他们之间的骂战。马斯克说："我在这辛辛苦苦打造'机器人军团'，结果却 可能因为ISS咨询公司和Glass Lewis咨询公司那些愚蠢至极的建议被赶出公司，他们根本什么都不 懂。"（央视财经） ...

转载请注明央视财经 （央视财经《天下财经》）本周围绕马斯克有两大热点议题，首先是他价值1万亿美元的薪酬方案。下 周特斯拉就将举行股东投票，就这份罕见的高薪报酬进行表决。不过，近期有多家为机构投资者提供股 东投票建议的咨询公司，例如Glass Lewis和ISS都公开反对了这份巨额薪酬方案，由此也引发了马斯克 和他们之间的"骂战"。 特斯拉首席执行官 埃隆·马斯克：我觉得很不舒服。我在这辛辛苦苦打造"机器人军团"，结果却可能因 为ISS咨询公司和Glass Lewis咨询公司，那些愚蠢至极的建议被赶出公司，他们根本什么都不懂。 其次引发争议的是，本周马斯克发布了自己的百科网站，取名为Grokipedia，和维基百科由真人编辑不 同，这个网站由马斯克旗下的AI聊天机器人Grok创建。马斯克发帖称，创办Grokipedia的目的是追求真 理和真相。不过有网友发现Grokipedia也有明显的立场偏好，例如在介绍马斯克时，措辞明显偏向赞 扬。 编辑：令文芳 ...