人造肉第一股又火了。 当地时间周二（10月21日），美国股市三大股指收盘涨跌不一。其中，道琼斯工业指数盘中一度创出历史新高。 受到国际金价大跌影响，美股市场黄金股集体重挫，其中，盎格鲁黄金跌逾11%，金罗斯黄金跌逾11%，巴里克黄金跌逾9%。 值得一提的是，人造肉第一股Beyond Meat在周一（10月20日）大涨127%后，周二再度大涨，截至收盘，该股上涨146.26%，近两个交易日股价累计涨幅 超过450%。盘后该股涨超20%。 有消息称，Beyond Meat与沃尔玛将在超2000家门店增加部分产品的供应，公司有望借此摆脱经营困境。公司2025年二季度财报显示，该季度公司营收仅 7500万美元，同比下降近两成，远低于预期，净亏损3320万美元，运营亏损3490万美元；同时公司总债务高达12亿美元。 道指盘中再创历史新高 国际金价重挫美股黄金股集体暴跌 当地时间周二，国际金价出现大跌行情，当天伦敦金现价格暴跌超过5%，单日每盎司下跌超过200美元，盘中价格一度跌破4100美元/盎司，而就在前一 交易日，伦敦金现价格还一度逼近4400美元/盎司。 当地时间周二，美国股市三大股指收盘涨跌不一。截至收盘，道琼 ...

Core Insights - The article highlights mixed performance in the U.S. stock market, with the Dow Jones Industrial Average reaching a historic high, driven by strong earnings from blue-chip companies [2] - Netflix reported lower-than-expected earnings, leading to a significant drop in its stock price after hours [2][3] - International gold and silver prices experienced substantial declines [2][5] Group 1: Market Performance - The Dow Jones Industrial Average rose by 218.16 points, or 0.47%, closing at 46,924.74 points, marking a historic high [2] - The S&P 500 index closed nearly flat, up by 0.22 points at 6,735.35 points, while the Nasdaq Composite index fell by 36.88 points, or 0.16%, to 22,953.67 points [2] - Technology stocks showed mixed results, with Apple reaching a new closing high at $262.77, while other major tech companies like Google and Tesla saw declines [2] Group 2: Earnings Reports - Several blue-chip companies exceeded earnings expectations, with General Motors' stock soaring by 14.9% after raising its full-year guidance [4] - Coca-Cola's stock increased by 4.1% due to strong consumer demand and improved profit margins [4] - 78 companies in the S&P 500 have reported earnings, with 87% surpassing market expectations, indicating a projected overall earnings growth of 9.2% year-over-year for the third quarter [5] Group 3: Commodity Prices - International gold prices fell sharply, with spot gold dropping by 5.18% to $4,130.41 per ounce, marking the largest single-day decline since April 2013 [5] - Spot silver prices decreased by 7.16% to $48.705 per ounce, also recording the largest drop since 2021 [5] - Crude oil prices saw slight increases, with WTI crude closing at $57.82 per barrel, up 0.52% [5]

Market Overview - On October 21, US stock indices closed mixed, with the Dow Jones reaching a historical high, the S&P 500 flat, and the Nasdaq slightly down [1] - The Dow Jones increased by 218.16 points (+0.47%), while the Nasdaq fell by 36.87 points (-0.16%) and the S&P 500 rose by 0.22 points (0.00%) [2] Technology Stocks Performance - Major tech stocks showed mixed results, with Amazon rising over 2%, while Google and Tesla fell over 2% and 1%, respectively [2] - Notable declines in Chinese concept stocks included Daqo New Energy down over 5% and Alibaba down 3.92% [3] Precious Metals Market - International gold and silver prices saw significant declines, with the Philadelphia Gold and Silver Index dropping by 9.57% and spot gold falling over 6%, marking the largest single-day drop since April 2013 [4] - COMEX gold futures fell by 5.07%, and COMEX silver futures dropped by 6.27% [4] Cryptocurrency Market - Multiple cryptocurrencies experienced sharp declines, with over 170,000 individuals facing liquidation, totaling over $700 million [4][6] - Bitcoin was priced at $109,132.1, down 1.29%, while Ethereum was at $3,898.49, down 2.09% [5] Investor Sentiment - A recent Bank of America survey indicated that 43% of investors view "going long on gold" as the most crowded trade, surpassing the 39% for "going long on the seven major US stocks" [7] - This sentiment suggests that gold is seen as a widely favored safe-haven asset, but it also indicates potential overvaluation concerns in the gold market [7]

人造肉第一股又火了。 受到国际金价大跌影响，美股市场黄金股集体重挫，其中，盎格鲁黄金跌逾11%，金罗斯黄金跌逾11%，巴里克黄金跌逾9%。 值得一提的是，人造肉第一股Beyond Meat在周一（10月20日）大涨127%后，周二再度大涨，截至收盘，该股上涨146.26%，近两个交易日股价累计涨幅 超过450%。盘后该股涨超20%。 有消息称，Beyond Meat与沃尔玛将在超2000家门店增加部分产品的供应，公司有望借此摆脱经营困境。公司2025年二季度财报显示，该季度公司营收仅 7500万美元，同比下降近两成，远低于预期，净亏损3320万美元，运营亏损3490万美元；同时公司总债务高达12亿美元。 当地时间周二（10月21日），美国股市三大股指收盘涨跌不一。其中，道琼斯工业指数盘中一度创出历史新高。 中概股多数下跌，纳斯达克中国金龙指数跌0.97%。热门中概股方面，好未来涨超6%，哔哩哔哩涨超5%，新东方涨超4%；逸仙电商跌逾6%，宝尊电商、叮 咚买菜、大全新能源跌逾4%，阿里巴巴、蔚来跌逾3%，百度、京东跌逾2%。 国际金价重挫 美股黄金股集体暴跌 当地时间周二，国际金价出现大跌行情，当天伦敦金现价格 ...

Core Insights - CATL's "Chocolate Battery Swap" stations have surpassed 700 nationwide, covering 39 cities, with plans to establish over 2,500 stations in more than 120 cities by 2026 [1][2] - The "Chocolate Battery Swap" stations are modular and designed for quick battery exchanges, reducing the time to just a few minutes [1] - The initiative aims to achieve a target of 1,000 stations by the end of 2025, significantly faster than the industry average [2] Company Developments - CATL's subsidiary, Times Electric, is responsible for the "Chocolate Battery Swap" stations, which are set to launch their first stations by the end of 2024 [1] - A new vehicle, termed the "National Good Car," is being launched in collaboration with JD Auto and GAC, focusing on affordability and performance [2][3] - The partnership aims to enhance the entire supply chain from production to service, making car purchasing as convenient as buying a smartphone [3] Market Trends - The battery swap market for electric vehicles is projected to grow from 12.433 billion RMB in 2023 to 174.917 billion RMB by 2025, with a compound annual growth rate of 190% [3] - The total number of battery swap stations is expected to exceed 30,000 by 2025, indicating a rapidly expanding market [3] - The competitive landscape includes major automakers like Geely and NIO, as well as energy groups like State Power Investment Corporation, with third-party operators also emerging [3]

Core Viewpoint - The debate over the optimal approach for intelligent driving technology has concluded, with a consensus on the necessity of a multi-sensor fusion strategy that includes cameras, millimeter-wave radar, and LiDAR [1][3]. Group 1: Technical Insights - The integration of LiDAR is essential for L3 autonomous driving due to its ability to compensate for the limitations of visual perception in extreme lighting conditions [1]. - LiDAR serves as a critical safety component in intelligent driving systems, providing necessary redundancy in perception capabilities [1][4]. - The commercial rollout of L3 autonomous driving will initially focus on highways and urban expressways, where the complexity of scenarios is relatively lower [5][22]. Group 2: Market Dynamics - The transition from L2 to L3 driving systems necessitates a shift in responsibility from human drivers to the system, requiring enhanced reliability and redundancy in perception systems [4][8]. - The demand for high-performance LiDAR has transformed it from an optional component to a prerequisite for L3 autonomous driving [3][19]. - Companies like TuSimple are leading the market with their advanced LiDAR solutions, having achieved significant milestones in mass production and technology validation [18][28]. Group 3: Competitive Landscape - The L3 LiDAR market features three main player categories: leading manufacturers like Hesai and TuSimple, cross-industry players like Huawei, and international firms like Luminar and Innoviz [19][21]. - The competition is shifting from purely technical specifications to a comprehensive evaluation of performance, cost, and mass production capabilities [21][29]. - TuSimple has established a unique position by developing both 1550nm and 905nm LiDAR technologies, creating a complete product matrix for various driving scenarios [26][28].

记者丨刘雪莹 | 而种 | 价格 | 价格(24h%) | | --- | --- | --- | | B BTC | $109132.1 | -1.29% | | + ETH | $3898.49 | -2.09% | | SOL | $187.58 | -1.29% | | X XRP | $2.4412 | -1.90% | | T DOGE | $0.19581 | -2.00% | | BNB | $1066.17 | -2.97% | | | $35.673 | -6.14% | 编辑丨江佩霞 视频丨见习编辑陈泽锴 当地时间10月21日，美股三大指数收盘涨跌不一，道指创下历史新高，标普500指数平收，纳指小幅下 跌。 大型科技股涨跌不一，亚马逊涨超2%，英特尔、苹果、微软、Meta小幅上涨；谷歌跌超2%，特斯拉跌 超1%，英伟达小幅下跌。通用汽车涨近15%，创最近五年来最佳单日表现。 纳斯达克金龙中国指数跌0.97%，热门中概股中，大全新能源跌超5%，阿里蔚来跌超3%，晶科能源、 百度、理想、唯品会跌超2%。 | 名称 | 现价 | 涨跌 | 涨跌幅 - | | --- | --- | --- | ...

日前，据21世纪经济报道，蔚来创始人、董事长、CEO李斌在公司举办内部会议，李斌会上分享了2025年四季度的 个人VAU（Vision Action Upgrade），并向公司中高层强调，蔚来要在今年第四季度实现单季度盈利的目标。 围绕四季度盈利问题，李斌在会上重点强调了三件事：第一、做好交付和重点车型营销；第二、供应链保供与降 本；第三、按时交付高质量软件版本。 其中提到，四季度每一款车都应该在四季度抢收，尽可能给明年一季度储备一些订单，缓解明年一季度经营压力， 以及供应链和按时交付高质量软件版本。 据了解，蔚来在四季度除乐道L60的改款，将没有新车发布。而软件按时高质量地交付将增加用户满意度，增加产 品的竞争力以及增加传播的声量。 "把这三件事做好，相信四季度的盈利就能实现。"李斌表示，不必要的费用该砍一定要砍，但我们从根本上来讲是 靠多卖车实现盈利，而不是仅靠砍费用去实现盈利，不能竭泽而渔。 其实，蔚来这一战略目标规划早有伏笔，李斌曾在多个场合为四季度盈利铺路。 值得注意的是，面对仅剩的七十余天，李斌会上将盈利目标拆解为三条行动路径，明确提出盈利的根本在于"多卖 车"，而非仅仅"砍费用"。 盈利靠"多卖 ...

Market Performance - The three major U.S. stock indices closed mixed, with the Dow Jones Industrial Average rising by 0.47%, the S&P 500 remaining flat, and the Nasdaq Composite declining by 0.16% [1] - The Dow reached a new all-time high [1] Sector Performance - The Philadelphia Gold and Silver Index experienced a significant drop of 9.57% [1] - Large-cap tech stocks showed mixed results, with Amazon rising over 2%, while Google fell more than 2% and Tesla dropped over 1% [1] Notable Stock Movements - General Motors surged nearly 15%, marking its best single-day performance in five years [1] - Beyond Meat, referred to as the "first stock of artificial meat," skyrocketed over 146%, with a cumulative increase of approximately 600% over the last three trading days [1] Chinese Stocks - The Nasdaq Golden Dragon China Index fell by 0.97%, with notable declines in several popular Chinese stocks, including Daqo New Energy down over 5% and Alibaba and NIO down over 3% [1] - Some Chinese stocks like New Oriental and Bilibili saw gains of 5% and 6%, respectively [1]

Core Insights - CATL's "Chocolate" battery swap stations have surpassed 700 locations across 39 cities in China, with plans to establish over 2,500 stations in more than 120 cities by 2026 [2] - The "Chocolate" battery swap stations, launched by CATL's subsidiary, focus on urban core business districts and transportation hubs, reducing battery swap time to just a few minutes [2] - The battery swap network aims to achieve a target of 1,000 stations by the end of 2025, significantly faster than the industry average of over four years for similar milestones [3] Company Developments - A new vehicle, termed the "National Good Car," was announced in collaboration with JD Auto and GAC, set to launch during JD's "Double 11" shopping festival, with 9,449 reservations made within a week [3][4] - JD Auto will serve as the sales channel, GAC will handle production, and CATL's subsidiary will provide new energy operation services, enhancing the integration of battery swap services with vehicle sales [4] Market Trends - The battery swap market for new energy vehicles is projected to grow from 12.433 billion RMB in 2023 to 174.917 billion RMB by 2025, with an expected compound annual growth rate of 190% [4] - The total number of battery swap stations is anticipated to exceed 30,000 by 2025, indicating a rapidly expanding market [4] - The competitive landscape is evolving, with traditional automakers and energy groups forming the first two tiers, while third-party operators are emerging as a significant force in the market [4]