Tesla(US:TSLA) Hua Er Jie Jian Wen·2025-07-07 23:17Company and Industry Insights - Tesla's stock experienced a significant drop of 7.6% amid declining sales and Elon Musk's political involvement with the newly formed "American Party," raising investor concerns about distractions from core business operations [5][12] - CoreWeave announced a $9 billion acquisition of Core Scientific to expand its AI infrastructure, with a 66% premium on the acquisition price. This move aims to enhance data center capabilities for AI and high-performance computing workloads [5][12] - OpenAI's stock-based compensation surged over five times to $4.4 billion, accounting for 119% of its revenue last year, indicating high costs to retain talent. Predictions suggest this ratio will decrease to 45% this year and below 10% by 2030 [6][13] - The heavy competition in the food delivery sector is highlighted by the "takeout triangle battle," where major players like Meituan, Alibaba, and JD.com faced declines, while tea brands like Cha Bai Dao and Gu Ming saw significant stock price increases [15] - The heavy price competition in the retail sector is exemplified by Amazon and Walmart's aggressive pricing strategies, with both companies launching major promotional events to capture consumer loyalty [18]