RT TesLatino (@TesLatino)Having fun is underrated and today, I want to share it with you.Thanks to @teslaownerssv and @chrisjoneslee for your continued support to our adventures. I hope you enjoy this short video. I had a ton of fun making it.Please subscribe to my channels, paid or free. It helps. https://t.co/pa5C00zAmB ...

RT Bloomberg Live (@BloombergLive)"Electric vehicles, renewables - all of that huge chunk of investment still growing. Growing at a tremendous rate," @BloombergNEF's Fauziah Marzuki⏯️ https://t.co/pybnzsnKOu https://t.co/l6VpjoR10L ...

Core Viewpoint - Nio is considered an undervalued growth stock despite its disappointing performance over the past few years, with a current stock price of approximately $5 compared to its IPO price of $6.26 and a peak price of $62.84 in February 2021 [1][2]. Group 1: Business Expansion - Nio is expanding its battery-swapping network, which differentiates its vehicles from competitors and enhances customer loyalty. As of June, Nio operated 3,445 power swap stations, a significant increase from 777 stations at the end of 2021 [5][6]. - The company is collaborating with major investors, including CATL, to fund the growth of its battery-swapping network, which is expected to generate higher-margin recurring revenues through its "battery as a service" (BaaS) model [6]. Group 2: Delivery Growth - Nio's annual deliveries rose by 39% in 2024, reaching 221,970 vehicles, driven by strong sales of its ET series sedans and Onvo SUVs, as well as expansion into Europe [8][9]. - In Q1 2025, deliveries increased by 40% year over year to 42,094 vehicles, with total deliveries in the first half of 2025 rising nearly 31% to 114,150 vehicles, indicating continued growth potential in both China and Europe [9]. Group 3: Financial Performance - Nio's vehicle margin improved from 9.5% in 2023 to 12.3% in 2024, as the company sold a higher mix of premium sedans and streamlined production costs [11][12]. - Analysts project Nio's revenue to rise by 37% to 90.2 billion yuan ($12.6 billion) in 2025, with a compound annual growth rate (CAGR) of 26% expected from 2024 to 2027, reaching 132.7 billion yuan ($18.5 billion) [10]. Group 4: Valuation - Nio's current valuation is significantly lower than its growth potential, trading at an enterprise value of 67.9 billion yuan ($9.5 billion) and just 0.8 times this year's sales, compared to Tesla's 10.9 times [13].

So should we expect some more departures, Steve. Well, I think we may look another tough quarter for Tesla. Unit sales down 14% year over year.Q2 revenues coming in, we think at about 23.5% billion. That's down 8% year over year on track for 97 billion in total revenue. So we have here is flat growth.And when Tesla is hyping itself as a high tech company, which I think it is, it's hard to sell the flat growth story. So they need to keep talking top executives in place. They need to get new product to market ...

Regulatory Policy & Market Impact - China's ride-hailing association announces Beijing will completely ban gasoline vehicles from ride-hailing platforms starting July 20 [1] - Previous policies already forced pre-China VI emission standard gasoline vehicles out of the market, further restricting gasoline vehicle access [1] - The policy change has caused mixed reactions among ride-hailing drivers, with electric vehicle drivers welcoming the change [1] - Gasoline vehicle drivers face issues such as vehicle depreciation and outstanding loans [1] - The price of used gasoline vehicles used for ride-hailing has plummeted in the second-hand market [1]

Core Insights - Rivian is set to resume preparatory work on its Georgia factory in August, aiming to break ground early next year, following a $6.6 billion funding approval from the Biden administration's Department of Energy [1][9] - The company has invested over $80 million in the project as of June 20, 2025, with plans for "deep utilities" installation starting in August and "vertical construction" beginning in Q1 2026 [2] - Rivian is actively engaging with existing suppliers to explore co-location opportunities near the Georgia factory, which is expected to support the production of the R2 SUV and R3 hatchback by 2028 [3] Investment and Job Creation - As of June 2025, Rivian's investment in the Georgia factory has increased from $41 million in July 2024 to over $80 million, creating 46 full-time jobs so far [2] - The company plans to leverage Georgia's strong automotive supplier base to optimize logistics costs and enhance the supply chain, which is expected to promote regional and national job growth [14] Project Timeline and Challenges - Rivian initially announced the Georgia factory project post-IPO in late 2021, with original plans for construction to start in 2022 and production by 2024, backed by $5 billion investment and $1.5 billion in state incentives [7][8] - The project faced delays due to local opposition and supply chain issues, leading Rivian to prioritize expansion at its Illinois factory instead [8] - The timeline for the Georgia project was pushed back, with the company announcing the delay in 2024 during the unveiling of the R2 SUV and R3 hatchback [8] Government Engagement - Rivian's CEO RJ Scaringe met with Georgia's Governor Brian Kemp in May to discuss ongoing work and project updates, indicating a strong partnership with the state [4] - The company is coordinating with the state's economic development department to identify existing suppliers in the region that can support the factory's operations [13][14]

Stock Market & Investment - Tesla's stock closed at $313.51, up 1.17% [2] - ARK Invest bought 45,761 shares of Tesla for its ARKK fund, valued at approximately $14 million, making up 9.26% of the fund [2] - ARK also purchased 13,944 shares of Tesla for its ARKW fund, valued at around $4 million, representing 6.4% of the fund [2] Electric Vehicle Market & Sales - Electric vehicles account for 96.9% of new car sales in Norway [2] - Tesla's Model Y holds 27.2% market share in Norway [2] - Tesla's June sales in Norway increased by 54% year-over-year [2] - Model Y registrations in Norway increased by 115.3% year-over-year, reaching 5,004 vehicles [2] - Model Y accounted for 5,004 out of 18,376 new cars sold in Norway in June [2] - Tesla's new car sales in Europe have declined for the fifth consecutive month, despite strong performance in Norway, Spain, and Portugal [2] Full Self-Driving (FSD) & Safety - Australia's transportation authorities are delaying the rollout of Tesla's FSD (Supervised) system [3] - Tesla's data indicates that vehicles using Autopilot, including FSD, have a lower collision rate than the US average [3] - Tesla vehicles have a fire incident rate of 1/135 million miles, compared to the US average of 1/17 million miles [3] - Road deaths in Australia have reached 1,336 in the past 12 months, a 5.2% increase from the previous year [3] Tesla Semi & Charging Infrastructure - PepsiCo is building a Tesla Semi charging station in Charlotte, North Carolina, with 18 high-power charging stalls [3] - Each charging stall will provide up to 1 megawatt of charging power, capable of charging a Semi to 70% in 30 minutes [3] - The charging station will include an 8.19 megawatt-hour energy storage system composed of Tesla Megapacks [3] - Tesla plans to invest $100 million to build nine Tesla Semi charging stations in the southwestern US [3] Energy Storage & Virtual Power Plant (VPP) - Tesla has connected 63,122 Powerwalls in Puerto Rico to create a virtual power plant (VPP) [3] - Tesla pays $1 per kilowatt-hour (kWh) to residents who join the VPP [3] - Each Powerwall in the VPP is estimated to earn $500 to $1,200 annually [3]

Core Viewpoint - The utility sector is poised for significant growth due to a surge in electricity demand driven by advancements in artificial intelligence, data centers, and electric vehicles, with a projected increase in demand of 55% over the next 20 years compared to just 9% from 2000 to 2020 [3][4]. Industry Trends - Electricity demand grew by 9% from 2000 to 2020, but is expected to grow by 55% over the next two decades [3]. - The demand for electricity from AI and data centers is projected to increase by 300% in the next decade, while electric vehicles are expected to drive a staggering 9,000% increase in electricity demand by 2050 [4]. - By the middle of the century, electricity is projected to account for 32% of final energy demand, up from 21% [4]. Investment Opportunities - Vanguard Utilities Index Fund ETF (VPU) offers diversified exposure to the utility sector with a yield of approximately 2.8% [6]. - NextEra Energy (NEE) has a strong growth platform with a 10% annualized dividend increase over the past decade and a yield of around 3.2% [7][8]. - The Southern Company (SO) has recently started two nuclear reactors, enhancing its clean energy supply and yielding 3.2% [9]. - Duke Energy (DUK) focuses on regulated utility customer bases, with a dividend yield of about 3.5% [10]. - Dominion Energy (D) has a higher yield of 4.7% but has faced challenges with a dividend cut [11]. - Black Hills Corporation (BKH) has achieved Dividend King status with a yield of 4.8% and a growing customer base [12]. - Constellation Energy (CEG) operates the largest nuclear power fleet in the U.S. but has a lower yield of 0.5% [13]. - Brookfield Renewable offers a diversified clean energy investment with yields of 5.8% for the partnership class and 4.5% for the corporate class [14][15]. - Portland General Electric (POR) has a yield of 5.1% and operates in a region with potential for data centers despite wildfire risks [17]. - Eversource Energy (ES) focuses on regulated utility assets with a yield of approximately 4.7% [18]. Long-term Outlook - The trends driving electricity demand are expected to unfold over decades, presenting opportunities for long-term investors to build wealth as the demand growth story develops [19].

玉渊谭天：目前，中欧电动汽车谈判的技术部分已经基本完成，只欠临门一脚，关键在于欧方能否展现出相应的政治意愿推动问题的解决。外汇交易员 (@myfxtrader):中国商务部：自2025年7月5日起，对原产于欧盟的进口相关白兰地征收反倾销税，实施期限为5年。调查机关最终裁定，原产于欧盟的进口相关白兰地存在倾销，国内相关白兰地产业受到实质损害威胁，而且倾销与实质损害威胁之间存在因果关系。 https://t.co/KvO37hXUCp ...

大家好我是大鱼 今天的资讯 包括下面几个消息 1. Robotaxi蓄势扩张 2. 大而美法案对Tesla 电池制造的影响 3.特斯拉生产经营 方面的消息 关注这些领域的朋友 不要错过 今天重要的内容 OK let's go 第一部分 Robotaxi 蓄势扩张 Tesla的Robotaxi服务 正在美国德州 Austin火热展开！ 这可不是普通的 叫车服务 而是Tesla全自动驾驶 （FSD）技术的 最新试验场 最近几天不断有网友发现 从南国会大桥到市中心 Tesla的Model Y车队 正在街头跑来跑去 车顶上还装着 神秘的设备 Tesla究竟 在搞什么名堂？ 是像Waymo一样 在绘制地图吗 还是另有打算？ 别急 咱们慢慢拆解 这场科技大戏！ Robotaxi虽然目前 仅限于南Austin的 特定区域 且只有 早期体验（ Early Access ） 群组的乘客能搭乘 从网上的视频中能看到 Tesla车辆顶部搭载了 疑似LiDAR的测绘设备 引发了网友的热议 Tesla的量产车 早已放弃LiDAR 但在验证和测试环节 他们确实在使用LiDAR 他们也曾经从Luminar 购买了价值210万 美元的LiD ...