Zheng Quan Shi Bao·2025-09-24 15:08Market Overview - US stock indices opened higher on September 24, with the Nasdaq China Golden Dragon Index rising over 3% [1] - Chinese concept stocks experienced a broad rally, with Alibaba up over 10%, Baidu up over 8%, JD up over 7%, and Pinduoduo up over 2% [2][3] Key Company Movements - Tesla's stock increased by over 3%, with a month-to-date gain exceeding 30%. UBS raised its Q3 delivery forecast for Tesla from 431,000 to 475,000 units, suggesting a potential record quarter for deliveries [4] - Lithium Americas saw its stock surge nearly 90% after reports that the US government is seeking to acquire up to 10% equity in the company, which is involved in a $2.3 billion loan negotiation with the Department of Energy [6] - Oracle's stock fell over 2% as the company plans to raise $15 billion in the investment-grade bond market, including a rare 40-year bond [8] Notable Partnerships and Initiatives - Alibaba announced a partnership with Nvidia at the 2025 Alibaba Cloud Summit, focusing on Physical AI collaboration across various aspects including data processing and model training [10] - Xiaoma Zhixing continued its upward trend, rising nearly 5% after Goldman Sachs maintained a "Buy" rating and raised its target price from $26 to $27.7, alongside news of its entry into the Singapore market [12] - Beike's stock rose nearly 4% following the launch of its "True Guarantee" service system, aimed at providing comprehensive transaction security for consumers [14]