Tesla(US:TSLA) Changjiang Securities·2025-05-05 23:31Group 1: Market Overview - The release of tariff risks has led to a rebound in major global capital markets, with the MSCI Global Market Index increasing by 3.6% from April 17 to April 24, 2025 [3][11][17] - The A-share market also saw a general rebound, with sectors such as automotive, real estate, and basic chemicals leading the market [3][17] - The volatility index (VIX) for the S&P 500 has gradually decreased, indicating that market uncertainty related to tariffs is being digested [3][11] Group 2: Industry Trends - ByteDance's new general agent product, Coze Space, has officially entered internal testing, designed as a collaborative workspace between users and AI agents [4][23] - The humanoid robot marathon held in Beijing saw the TianGong Ultra robot finish with a time of 2 hours, 40 minutes, and 42 seconds, showcasing advancements in robotics [4][43] - The Coze Space supports various tools and features two professional identities: a "general intern" and "domain experts" to handle tasks [4][23] Group 3: Hot Topics - Tesla is seeking cooperation with Beijing to address restrictions on rare earth exports, which have significantly impacted its humanoid robot production plans [5][45] - A multi-department proposal has been made to enhance cross-border financial services, aiming to improve the global coverage of the RMB payment system [5][47] Group 4: Future Outlook - The second Global Low Altitude Economy Forum will be held in Beijing on April 27-28, 2025, focusing on trends and applications in the low-altitude economy [6][48] - Huawei is set to launch its HarmonyOS computer in May 2025, which will enable seamless connectivity between devices [6][51] - Upcoming events include the AI Application Conference in Beijing on April 29, 2025, and the Robot Industry Link Conference from April 24-26, 2025 [6][49][54]