Tesla(US:TSLA) 大鱼聊电动·2025-07-29 04:57US-EU Trade Agreement Impact on Automotive Industry - The US-EU trade agreement replaces a potential 25% tariff with a permanent 15% tariff on European car exports to the US, a nine-fold increase from the pre-trade war average of 15%-2% [1] - Despite the reduction from the threatened 25%, German car manufacturers' stock prices declined due to the permanence of the 15% tariff, leading to concerns about long-term profitability and sales [1] - European car manufacturers, such as Volkswagen, are increasing investments in US-based production to mitigate tariff costs and potentially gain advantages from the Inflation Reduction Act subsidies for electric vehicles [1] - This shift may restructure the North American automotive supply chain as European manufacturers encourage their parts suppliers to establish US facilities [1] Palantir Stock Analysis - Palantir's stock has experienced substantial growth, increasing over 20 times in the past two and a half years, resulting in a market capitalization of over $360 billion [2] - Palantir's annual revenue growth rates were 24% in 2022, 17% in 2023, and 29% in 2024, with Q1 2025 showing a 39% year-over-year increase [2] - Palantir's gross profit margins are approximately 80%, comparable to Meta and higher than Microsoft [2] - Palantir's non-GAAP adjusted net income for Q1 2025 was $334 million, after adding back stock-based compensation and other items [2] - Palantir's P/E ratio is approximately 600, significantly higher than Nvidia (56) and Tesla (188) [2]