Group 1 - The article introduces a WeChat group focused on the autonomous driving industry, specifically targeting L4 level financing, technological advancements, practical applications, and industry dynamics [1]

Tesla Trade - Ark Invest sold 86,139 shares of Tesla through ARK Innovation ETF, amounting to approximately $37.8 million based on a closing price of $439.20 [2] - Dan Ives from Wedbush Securities predicts Tesla will control 80% of the market by year-end, with a base price target of $600 and a bull case of $800 for Tesla stock [2] Broadcom Trade - Ark Invest purchased 143,089 shares of Broadcom through ARK Next Generation Internet ETF and ARKK, with transactions valued at about $48.6 million based on a closing price of $339.89 [3] - Broadcom's shares have recently declined due to a security directive from Beijing, which has raised concerns over data security and impacted the stock [4] TSMC Trade - Ark Invest sold 19,310 shares of TSMC through ARKW, valuing the transaction at approximately $6.3 million based on a closing price of $327.11 [5] - TSMC has informed Nvidia and Broadcom that it cannot meet their production capacity demands, highlighting constraints in the AI chip market amid surging demand [5] Other Key Trades - Ark Invest sold 3,834 shares of Teradyne Inc. and 4,756 shares of Natera Inc. through ARKK, while purchasing 72,320 shares of Kodiak AI Inc. via ARKQ [6]

Group 1 - Rivian Automotive's stock experienced a significant decline, dropping nearly 10% after a second Wall Street analyst recommended selling shares this week, with a current decrease of 7.9% as of 3:21 p.m. ET [1] - High expectations for Rivian's future, particularly regarding the production of its next-generation R2 SUV and autonomous driving software, led to a nearly 50% increase in shares last year, but analysts now believe these expectations may be overly optimistic [3][4] - UBS analyst Joseph Spak downgraded Rivian's stock from "neutral" to "sell," setting a price target of $15 per share, while Wolfe Research also downgraded the stock, indicating that benefits from self-driving technology may not be realized until late 2026, with a price target of $16 per share [5] Group 2 - The current sentiment on Wall Street suggests that Rivian's stock has outpaced its near-term catalysts, particularly in AI and R2 sales, indicating that investors should view the company as a long-term story with 2026 being a pivotal year [6] - Analysts are advising caution regarding Rivian's stock, highlighting that its autonomous driving technology is still in early development and that impressive sales of the R2 model are crucial for the company's performance this year [8]

Core Viewpoint - Tesla will transition its Full Self-Driving (FSD) feature from a one-time purchase option to a subscription-only model starting February 14, as announced by CEO Elon Musk [1][2]. Group 1: Subscription Model - Tesla owners currently have the option to purchase FSD for $8,000 or subscribe for $99 per month [2]. - The shift to a subscription model aims to increase customer uptake of the FSD technology, which is deemed critical for Tesla's future [2]. Group 2: Subscription Statistics - As of the third quarter earnings call in October, only about 12% of Tesla's current fleet has subscribed to FSD, indicating a need for improved subscription rates [6]. - The company has seen a decrease in quarterly revenue from FSD compared to the same period last year [6]. Group 3: Regulatory and Legal Challenges - The rollout of FSD has faced regulatory scrutiny, including investigations by the National Highway Traffic Safety Administration regarding crash reporting and incidents involving FSD [7]. - Tesla is also facing potential legal challenges, including a ruling that could ban the sale of vehicles in California due to misleading marketing of its FSD and Autopilot systems [8]. Group 4: Executive Compensation Ties - Boosting FSD subscriptions is a key component of Elon Musk's compensation package, with a target of reaching 10 million subscriptions to unlock a potential payout of $1 trillion [6].

Core Insights - Mobileye (MBLY) is positioned as a significant player in the autonomous driving sector, with strong growth potential due to its technology being utilized by leading OEMs for Advanced Driver Assistance Systems (ADAS) [1] Company Overview - Mobileye's technology is integral to the development of ADAS, indicating its critical role in the future of autonomous driving [1] Market Position - The firm is recognized for its impressive business model and solid potential in the rapidly evolving autonomous driving market [1]

Core Viewpoint - Nexteer is expected to achieve solid performance in 2H25, with revenue projected at approximately US$2.3 billion, reflecting a 7% year-over-year increase, driven by strong demand in the US and Europe, favorable foreign exchange conditions, and stable contributions from the Chinese market [1][2] Financial Performance - 2H25 net profit is anticipated to exceed US$70 million, marking a significant sequential increase from 1H25 and demonstrating ongoing profit recovery since 2024 [2] - The full-year 2025 revenue is expected to grow by around 7% year-over-year, supported by robust US pickup sales and favorable FX environment [2][9] - Net profit forecasts for 2025 and 2026 have been raised by 7-10% to US$137 million and US$160 million, respectively, due to stronger profit recovery [1][9] Regulatory Developments - China's new national standard for steering systems, effective July 2026, incorporates Steer-by-Wire (SbW) technology and removes the mandatory mechanical link requirement, facilitating the mass production and adoption of SbW systems [3][10] - This regulatory change is expected to accelerate the transition to higher-level autonomous driving functions and enhance the value content per vehicle [3][10] Technology and Market Position - The shift to SbW technology is projected to increase the average value per vehicle for suppliers, with mass production value for SbW systems estimated to exceed US$400-500 per vehicle, significantly higher than traditional steering systems [4][10] - Nexteer is set to commence mass production of two exclusive high-value SbW programs in 2026, including the Tesla Cybercab and Li Auto's refreshed L9, positioning the company favorably in the market [5][10] New Business Lines - Progress in Rear-Wheel Steering (RWS) is ahead of schedule, with production expected to start in 2026, while Brake-by-Wire commercialization is slightly delayed, with initial production now anticipated in 2027 [6] Shareholding Changes - Beijing E-town Capital has reduced its stake in Nexteer by 41.48 million shares since May 2025, but remains the second-largest shareholder, with the reduction viewed as a routine financial decision rather than a reflection of the company's fundamentals [7][8] Valuation and Market Outlook - The target price for Nexteer has been raised to HK$9.00, based on an 18x 2026E P/E, reflecting improved earnings visibility and the anticipated contributions from the commercialization of SbW technology [1][10] - The share price is currently trading at 14.3x 2026E P/E, which is lower than its historical average and that of local peers in the autonomous driving supply chain [9]

Core Insights - Tesla has launched the new Model Y Standard Long Range RWD in Europe, featuring a WLTP range of 657 km, making it the most efficient Model Y to date [1][9] - The Model Y Standard is aimed at cost-conscious buyers seeking a larger vehicle without premium features, appealing to families and active lifestyles [2][5] - The vehicle is equipped with Tesla's AI4 computer, preparing it for future Full Self-Driving capabilities, enhancing long-term value for buyers [3][9] Pricing Strategy - The Model Y Standard is priced at €39,990 in most EU countries, offering a range of 534 km, while the Premium Long Range RWD is priced at $49,990, providing better range and more features [4] - Tesla's pricing strategy is designed to attract buyers in a competitive European EV market, where demand for electric SUVs is increasing [5] Competitive Landscape - Hyundai has expanded its IONIQ lineup with the IONIQ 9, a three-row electric SUV featuring a 110.3 kWh battery and a WLTP range of up to 620 km [6] - XPeng has launched the G6 and G9 models, utilizing next-gen 800V architecture for ultra-fast charging, with ranges of up to 585 km for G9 and 535 km for G6 [7] Stock Performance - Tesla shares have increased by 41.5% over the past six months, outperforming the industry growth of 40% [8] - The stock currently trades at a forward price-to-sales ratio of 14.16, above the industry average and its own five-year average, with a Growth Score of B [10]

Core Viewpoint - Mobileye Global Inc. is a significant player in the autonomous driving technology sector, focusing on advanced driver-assistance systems and autonomous vehicle technologies, competing with companies like Tesla and Waymo [1] Group 1: Company Performance - Wolfe Research downgraded Mobileye to a "Peer Perform" rating on January 12, 2026, with the stock priced at $11.55 at that time [2] - Despite the downgrade, Mobileye's stock price increased by 2.76%, reaching $11.55, with fluctuations between $11.09 and $11.65 during the trading day [3] - Over the past year, Mobileye's stock has experienced a high of $20.18 and a low of $10.04, indicating significant volatility [3] Group 2: Market Metrics - Mobileye's market capitalization is approximately $9.4 billion, reflecting its substantial market presence [4] - The trading volume for Mobileye today is 10.6 million shares, indicating active investor interest [4][5]

IVECO S-Way Autonomous Driving Truck with PlusAI The IVECO S-Way Autonomous Driving Truck developed together with PlusAI Turin, Italy / Santa Clara, CA, 12th January 2026. IVECO, the brand of Iveco Group N.V. (EXM: IVG) that designs, manufactures and markets light, medium and heavy commercial vehicles, announces a new programme with long-standing partner PlusAI, a global leader in AI-based virtual driver software for autonomous trucks. The two companies plan to launch the first deployment in Southern Eu ...

Core Viewpoint - PlusAI is expanding its partnership with IVECO to deploy Level 4 Autonomous Driving Systems in heavy-duty trucks in Southern Europe, marking a significant step in autonomous vehicle technology [1] Company Summary - PlusAI is recognized as a leader in AI software specifically designed for autonomous trucks [1] - IVECO is the commercial vehicle brand of Iveco Group N.V., indicating a strong presence in the commercial vehicle market [1] Industry Summary - The deployment of Level 4 Autonomous Driving Systems represents a major advancement in the autonomous driving sector, particularly for heavy-duty trucks [1] - The collaboration involves Spanish logistics operator Sesé and the Government of Aragon, highlighting the importance of partnerships in the logistics and transportation industry [1]