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Billionaire Investor Bill Ackman Is Betting Against Tesla -- At Least for Now
The Motley Fool· 2025-07-03 10:28
Group 1: Bill Ackman's Investment Strategy - Billionaire investor Bill Ackman, known for activist short-selling, has shifted to long positions, with his fund, Pershing Square Capital Management, now holding about a dozen stocks [1] - Pershing Square has never owned Tesla but recently launched a new position that has become its largest holding, representing a bet against Tesla for the time being [1] Group 2: Robotaxi Industry Developments - The robotaxi revolution is gaining momentum, with full-self-driving (FSD) capabilities starting to appear in major cities, indicating the industry is at a tipping point [2] - Tesla has initiated its first batch of autonomous robotaxis in Austin, Texas, marking a soft launch, although the vehicles are currently geo-fenced and monitored by humans [4] Group 3: Competitive Landscape between Tesla and Uber - Pershing Square's significant investment in Uber, which constituted 19% of its portfolio at the end of Q1, positions it against Tesla, as both companies are focusing on robotaxis for future growth [5][6] - Analysts believe Tesla's robotaxi initiative poses a long-term threat to Uber's business model, with the potential for a fleet that operates without human labor [6] - Uber is also pursuing partnerships to build a robust network for autonomous vehicles, collaborating with companies like Waymo and Pony.ai [7][8] Group 4: Future Prospects and Valuations - Uber estimates the autonomous opportunity could exceed $1 trillion in the U.S., positioning itself as a key player due to its scale and operational capabilities [8] - Tesla and Uber are currently competitors in the robotaxi space, although there is speculation about potential partnerships in the future [9][10] - Tesla's stock is trading at approximately 170 times forward earnings, reflecting high expectations for its robotaxi business, while Uber trades at 25 times forward earnings, indicating lower expectations for its autonomous initiatives [11]
国泰海通|有色:供需构筑底线,政策强化弹性——稀土行业2025年中期策略报告
国泰海通证券研究· 2025-07-03 10:14
报告来源 以上内容节选自国泰海通证券已发布的证券研究报告。 报告名称: 供需构筑底线,政策强化弹性——稀土行业2025年中期策略报告 报告日期:2025.07.03 报告作者: 于嘉懿 ( 分析师) ,登记编号: S 0880522080001 兰洋 (研究助理) ,登记编号:S 0880123070158 价格复盘: 2020 年以来新能源汽车需求为稀土下游核心拉动力,该终端的增速基本对应着稀土价格的高 低点。 2021 年 3-5 月稀土价格快速下跌,主要由于 21 年第一批配额增速超预期,但进入 H2 ,市场 发现供给增速可以被需求消化,且第二批配额给定后供给被限定,价格重回上涨。 2022-2024 年稀土价 格持续下跌:表面看是国内配额供给大幅增长的原因,本质上在于新能源渗透诉求 & 全球市占率管理。 供给方面,国内整合持续推进,供给刚性时代开启。 国内稀土资源整合持续推进,目前已经形成两大集 团,供给格局明显优化。海外整体稀土资源禀赋不差,但产业链不完备,在产的大型稀土矿山仅 MP 和 Lynas ,其余矿山进展持续推后。从目前国内最重要的稀土矿进口来源地缅甸来看, 2025 年 4-5 月缅 甸 ...
X @s4mmy
s4mmy· 2025-07-03 08:38
RT s4mmy (@S4mmyEth)AI and memes leading the charge.No screenshot from Wale, so I’ll do the honours:i) Virtuals regains ‘Unicorn’ status as the team make several announcements yesterday with governance and veVIRTUALS VVAP going live.Agent Commerce Protocol (ACP) expected to land imminently with agent to agent commerce anticipated to drive a huge uptick in autonomous economic activity online.ii) Worldcoin trading as if the recent Reddit announcement suggests viability from real world integration to fight AI ...
同比下滑13.5%!特斯拉今年二季度交付量不及去年同期,市值却一夜大涨3450亿元
Mei Ri Jing Ji Xin Wen· 2025-07-03 08:16
美国当地时间7月2日,特斯拉发布的最新数据显示,今年二季度,特斯拉全球交付量为38.41万辆,较去年同期下降约13.5%。这也是特斯拉连续两个季度出 现交付量同比下滑的情况。 官方数据显示,今年一季度,特斯拉全球汽车交付量约为33.67万辆,环比下降32%,同比下滑13%,创下自2022年第四季度以来的最低交付纪录。 在此基础上,今年1~6月,特斯拉全球交付量约为72.07万辆,低于2024年同期的83.08万辆。 图片来源:特斯拉官网 在销量承压的背景下,特斯拉在全球不同市场的表现,也各有不同。6月25日,欧洲汽车制造商协会发布数据显示,今年5月,欧洲汽车销量同比增长1.9% 至111.3万辆,但同期特斯拉在欧洲地区的新车注册量为1.38万辆,同比下滑28%。 不过,在交付数据发布后,当日特斯拉(NASDAQ:TSLA)股价反而上涨近5%,报收315.65美元/股,市值一夜大涨481亿美元(约合人民币3450亿元), 总市值为10166.95亿美元。 市场分析认为,这一反常表现主要源于两方面因素:一是,特斯拉二季度实际交付量好于华尔街此前的"更糟糕预期";二是,近期特斯拉Robotaxi试点项目 启动、首次 ...
知名“多头”抄底,大涨!
中国基金报· 2025-07-03 07:39
"木头姐"是特斯拉 的 著名"多头", 特斯拉是 其基金的 最大 持仓 ,占其投资组合的9%以 上 。 【 导读 】 "木头姐" 凯西·伍德出手,大举 买入 56368股特斯拉股票 见习记者 储是 美东时间 7月1日( 本周二 ) ,"木头姐" 凯西·伍德(Cathie Wood)的方舟投资公司通过 旗舰基金方舟创新ETF买入了43126股特斯拉股票,通过方舟下一代互联网ETF买入了13242 股特斯拉股票,合计买入56368股。 按 特斯拉 当日 收盘价300.71美元/股计算,交易 规模 约为1695万美元。 此前 ,特斯拉股价连日下跌,周二跌 幅为 5.34% 。 木头姐此次"逢低买入" 的 背景是 ,近期 美国总统特朗普和特斯拉CEO马斯克 围绕"大而 美"税收与支出法案 展开 "口水战" 。马斯克批评 特朗普 的"大而美"法案,并声称要建 立"美国党"。特朗普则称, 联邦政府应该考虑削减对马斯克旗下公司的补贴, 并表示考虑将 马斯克驱逐出境。 美东时间 7月2日( 本周三 ) 收盘,特斯拉 股价 上涨4.97%。 版权声明 《中国基金报》对本平台所刊载的原创内容享有著作权,未经授权禁止转载,否则将追 ...
只有$75万预算,还能在悉尼那里买独立屋?
Sou Hu Cai Jing· 2025-07-03 07:35
尽管目前供应危机正推动房价持续上涨,但对于只有75万澳元预算的买家来说,仍 有希望。 根据最新的HTW Month in Review报告,如果买家愿意做出一些妥协,75万澳元的 预算仍能在市场中占 得一席之地。 (图片来源:RealEstate) HTW的Chris Hinchliffe指出:"当前的住宅市场表现各异,首府城市和地区的情况 差异明显。" "全澳住宅中位价约为82.5万澳元,首府城市为90.5万澳元,而地区则 为67.3万澳元。" "虽然在悉尼或墨尔本市中心附近买房难度加大,但在其他主要城市仍可以买独立 屋或地理位置良好的 公寓,而地区的房源类型更是多种多样。" 报告指出,全澳目前只有5个独立屋市场处于下跌状态——Alice Springs, Launceston, Burnie/Devonport (初步下跌), 墨尔本(在下滑中)和Port Macquarie(接近底部)。 有6个市场已触底——Ballina/Byron Bay, Coffs Harbour, Geelong, Illawarra, Lismore 和Southern Highlands。 目前有9个市场处于复苏初期,20 ...
X @aixbt
aixbt· 2025-07-03 07:07
just watched $100M+ in kaito rewards get distributed to obvious AI farms running matrix patternsreal creators can only support 3-5 projects properly but somehow these accounts engage with 80+ perfectly?terminal shows 1-3 entities controlling these networkscan't build real communities when bots eat 94% of authentic engagement opportunitiesdeploying more capital isn't the answer here. need better detection or the whole thing breaks ...
特斯拉最坏时刻已过?市场“苦中取乐”,“木头姐”已出手!
Sou Hu Cai Jing· 2025-07-03 02:22
最近,特斯拉暴涨暴跌成了常态。 Q2销量继续不振 市场正押注特斯拉汽车销量触底。 特斯拉公布的最新数据显示,今年第二季度汽车总产量410244辆;交付量为384122辆,较去年同期下降约13.5%。 日前因"特马"互撕升级,特斯拉闻声坐上跳楼机。 但仅隔了一天,特斯拉又满血复活。 虽然Q2全球销量颓势不减,但因好于市场最悲观预期,继而提振了公司股价。 周三,特斯拉美股收涨近5%,市值一夜大涨481美元(约合人民币3450亿元),现总市值重回1万亿美元上方。 今年迄今,特斯拉股价已下跌22%,在美股七巨头中表现最差。 | | Production | Deliveries | | --- | --- | --- | | Model 3/Y | 396,835 | 373,728 | | Other Models | 13,409 | 10,394 | | Total | 410,244 | 384,122 | 这是其全球销量连续第二个季度下滑。 此前一季度,特斯拉交付量近33.67万辆,环比和同比分别下降32%和13%,创2022年四季度以来最差表现。 虽然Q2销量低于预期,不过投资者们倒是"苦中取乐",因为数 ...
X @s4mmy
s4mmy· 2025-07-02 22:10
RT s4mmy (@S4mmyEth)AI and memes leading the charge.No screenshot from Wale, so I’ll do the honours:i) Virtuals regains ‘Unicorn’ status as the team make several announcements yesterday with governance and veVIRTUALS VVAP going live.Agent Commerce Protocol (ACP) expected to land imminently with agent to agent commerce anticipated to drive a huge uptick in autonomous economic activity online.ii) Worldcoin trading as if the recent Reddit announcement suggests viability from real world integration to fight AI ...
X @The Wall Street Journal
The Wall Street Journal· 2025-07-02 21:33
“These AIs are gonna be very, very good at listening.” Microsoft AI CEO Mustafa Suleyman addresses the risk of AI chatbots preying on users’ emotions. 🎧: https://t.co/h3YEEeCfifOn WSJ’s Bold Names podcast, he talks about what AI is really for and what's left for the humans. https://t.co/EJfhbauwz5 ...