Tesla(US:TSLA) Guan Cha Zhe Wang·2025-07-14 00:58Group 1: NVIDIA and Leadership Actions - CEO Jensen Huang sold approximately 225,000 shares of NVIDIA, valued at about $36.4 million, as part of a stock sale plan allowing him to sell up to 6 million shares by the end of the year [1] - NVIDIA's market capitalization surpassed $4 trillion, driven by investor confidence in its leadership in the AI sector, significantly boosting Huang's net worth to $143 billion, nearly equal to Warren Buffett's [1] Group 2: AI Model Developments - The company "月之暗面" released the Kimi K2 model, an MoE architecture model with 1 trillion total parameters and 32 billion active parameters, enhancing code capabilities and general agent tasks [2] - Perplexity's CEO indicated that the company may utilize the Kimi K2 model for further training, following its successful performance [3] Group 3: Robotics and Contracts - Zhiyuan Robotics and Yushu Technology won a contract worth approximately 120 million yuan for humanoid robot manufacturing services from China Mobile's subsidiary [4] Group 4: Market Expansion and Investments - Tesla is set to open its first showroom in India, marking its entry into the country's automotive market, having imported vehicles worth $1 million [5] - SpaceX agreed to invest $2 billion in xAI, which is part of a larger $5 billion equity financing round [6] Group 5: Legal and Regulatory Matters - A court upheld a ruling against a woman who protested on a Tesla vehicle, ordering her to apologize and pay damages, concluding a lengthy legal battle that resulted in significant financial losses for Tesla [6] - The talent gap in China's new energy vehicle sector is projected to exceed one million by 2025, with a supply-demand ratio for intelligent driving engineers at only 0.38 [6]