Tesla(US:TSLA) Xuan Gu Bao·2025-06-24 00:04Key Points - The article discusses various significant events in both international and domestic markets, highlighting stock market reactions and government initiatives [2][5][11]. International Market Summary - Iranian attacks on U.S. military bases did not escalate as severely as expected, leading to a recovery in major U.S. stock indices, with the S&P 500 rising by 0.96%, the Dow Jones by 0.89%, and the Nasdaq by 0.94% [2]. - Energy sector stocks fell by 2.5%, while Tesla's stock surged over 8% following the launch of its Robotaxi service [2]. - Following disappointing clinical trial results for a new weight loss drug, Novo Nordisk's shares dropped by over 5% [2]. Domestic Market Summary - The Ministry of Industry and Information Technology, along with eight other departments, issued a plan for the high-quality development of the gold industry, aiming for a 5%-10% increase in gold resources and over 5% in gold and silver production by 2027 [5]. - The Guangzhou government released a three-year action plan to promote the development of smart connected vehicles, targeting over 90% of new cars to be L2 (or higher) by 2027 [6]. - The National Federation of Industry and Commerce's automotive dealers association called for manufacturers to optimize rebate policies and shorten the rebate cash-out period [7]. Industry Trends - The global market for silicon carbide (SiC) is expected to benefit from the bankruptcy of Wolfspeed, the largest SiC substrate manufacturer, which holds over 60% market share [12]. - The Guangzhou government’s plan for smart connected vehicles aligns with Tesla's launch of its RoboTaxi service, which aims to expand to 1,000 vehicles in Texas and over 1 million by the end of 2026 in the U.S. [13]. - The successful operation of a thorium-based molten salt reactor in Gansu represents a significant advancement in fourth-generation nuclear technology, with plans for 5-10 commercial reactors by 2035 [14]. - Recent advancements in stem cell technology could lead to a market growth from 450 billion yuan in 2025 to 3 trillion yuan by 2030, driven by policy changes and aging population needs [15]. Company Developments - Tianyi Ma plans to acquire 100% of the smart self-service equipment company Xingyun Kaiwu, focusing on IoT hardware and SaaS cloud platform solutions [17]. - Huasheng Co. intends to purchase 100% of Yixin Technology, which operates multiple high-performance intelligent computing centers [17]. - The company plans to invest 1 billion yuan in establishing a subsidiary to further develop its computing power service sector [19].