Tesla(US:TSLA) Feng Huang Wang Cai Jing·2025-06-06 01:36Market Overview - The three major indices opened mixed, with the Shanghai Composite Index up 0.01% and the Shenzhen Component Index up 0.02%, while the ChiNext Index opened down 0.04% [1] - The Shanghai Composite Index closed at 3,384.29 points with a slight increase of 0.01%, while the Shenzhen Component Index closed at 10,205.52 points, up 0.02% [2] - The NASDAQ and S&P 500 indices closed down 0.83% and 0.53% respectively, primarily due to a significant drop in Tesla's stock price [3] Sector Performance - The non-ferrous metals and blood products sectors showed strong performance, while the beer and cultivated diamond sectors experienced declines [1] - In the U.S. market, popular Chinese concept stocks exhibited mixed results, with Alibaba up 0.43% and NIO down 3.47% [3] Investment Insights - CITIC Securities emphasizes that the current trends in L4 autonomous driving and the new car cycle are key investment themes in the automotive sector, with a focus on technology growth and structural increments from new car sales and exports [4] - Galaxy Securities highlights the implementation of green electricity direct connection policies, which are expected to benefit terminal users and help reduce electricity costs for enterprises [5] - Huaxi Securities notes the potential for stablecoins and RWA to reshape the digital finance landscape, enhancing compliance and automation in green finance and supply chain finance [6] - Guojin Securities expresses optimism about solid-state batteries and new technologies in the electric vehicle sector, predicting strong sales growth in China and Europe by 2025 [7]