Key Takeaways Ford's 0.26X forward P/S is below its 5-year average and peers GM and Tesla despite a YTD stock gain. Ford Pro's strong demand, paid software growth and Super Duty launch drive optimism for future earnings. EV losses, ICE slowdown and $1.5B in tariff impact weigh on Ford's 2025 earnings outlook and estimates.U.S. legacy automaker Ford (F) is currently trading at a 0.26 forward 12-month price-to-sales (P/S) ratio, below the industry levels as well as its own 5-year average. The valuation also ...

RT Warren Redlich - Chasing Dreams 🇺🇸 (@WR4NYGov)Important thought about Robotaxi that deserves more attention.Robotaxi will save a 100,000 lives a year soon, and eventually over a million a year. ...

J P M O R G A N Global Economic Research 20 June 2025 Global Data Watch What not to expect when you are expecting Having expanded at a trend-like pace of 2.4%ar in 1H25, we see global GDP growth downshifting to 1.4%ar in 2H25—its slowest pace in over three years. An inflation rotation is also anticipated as US core CPI inflation accelerates towards a 4%oya pace while Euro area inflation drops to 2%. Against this backdrop, we look for cautious easing by central banks. Softening labor markets should prompt an ...

Group 1 - Luo Yonghao clarified that he has not left the tech industry, stating that he was engaged in e-commerce from 2020 to 2021 due to contractual obligations, and has since been focused on R&D with his new company, Xihongxian [1] - He emphasized that the lack of public activity was due to the focus on development rather than a departure from the tech sector [1] Group 2 - He Yujun has completed the acquisition of Beijing Huanju Commercial Management Co., with the seller being Wang Sicong, son of Wanda Group's chairman Wang Jianlin [4] - The event was part of a product launch in Tai'an, Shandong, where He Yujun appeared as the chairman of Beijing Huanju and Xingjing Weiwang Group [2] Group 3 - Xiaomi responded to allegations regarding a sales representative disparaging other brands during a conversation about the Xiaomi YU7, confirming that the individual was not an employee and that the company prohibits such behavior [5] - The company urged consumers to verify information through official channels to avoid misinformation [5] Group 4 - Ningbo Dongfang University announced a tuition fee of 96,000 yuan per student per year for the 2025 academic year, along with a 2,000 yuan accommodation fee [6] Group 5 - Vipshop's Vice President Feng Jialu is under investigation for alleged corruption, with the company maintaining that business operations are normal and expressing zero tolerance for corrupt behavior [7] Group 6 - Apple has made its advertisement "The Parent Presentation" private after just one day of release, indicating a shift in its marketing strategy [8] Group 7 - Haier announced the establishment of Shanghai Zhaofu Intelligent Technology Co., focusing on L4 autonomous driving technology, with initial funding exceeding 3 billion yuan from Haier, Ant Group, and CATL [20][22] - The collaboration aims to enhance the safety and reliability of autonomous driving technology and promote its commercial application [22] Group 8 - Xiaopeng Huaitian appointed Du Chao as CFO and Vice President, aiming to strengthen financial management and investor relations [23] Group 9 - BYD refuted rumors regarding solid-state batteries being used in the Seal model, stating that such information is unverified and that the first model and specifications are not officially reported [24] Group 10 - Xiaomi officially announced the launch of the YU7 SUV on June 26, along with other products including the MIX Flip 2 and a new personal smart device [28]

PROTAC 靶向降解深度+医药观点更新 20250622 摘要 创新药仍是医药板块核心，近期调整或提供介入机会。产业趋势受益于 出海进展和优质药物数据，预计持续两到三年。港股创新指数与 2021 年高点相比有较大空间，当前估值处于历史中位水平。 未来医药板块催化剂包括：百济神州研发日、中报业绩、世界肺癌大会、 美国临床肿瘤学会会议、美国血液学会年会，以及医保目录调整与商业 保险协同推进，业务发展交易（BD）也将带来增量。 当前市场应关注优质创新药公司，首推百济神州，港股存在折价，并有 研发日和中报业绩催化。恒瑞医药亦值得关注。中大市值关注信达、石 药、康方，中小市值关注管线价值重估逻辑。 A 股关注益方生物、迪哲医药，港股关注远大医药，预计有增长潜力。 创新药产业链中，药明系、凯莱英、康龙化成等中报业绩预计延续一季 度趋势。泰格医药、昭衍新药等 CXO 公司订单良好。 生命科学上游公司股价近期调整，但复苏迹象早于 CXO 公司，全年收入 增速指引多在 15%以上，利润增速更快。关注药明康德，以及浩源、必 德和浩帆等公司。 Q&A 当前医药板块的创新药赛道出现调整的原因是什么？未来趋势如何？ 本周医药板块中的 ...

Group 1 - The core viewpoint is that Tesla's RoboTaxi service is facing its first significant test, which could amplify any negative factors [1] - Gene Munster, the managing partner of Deepwater Asset Management, emphasizes the importance of this situation, indicating that it is critical for the company [1] - The statement suggests that the outcome of this test could have substantial implications for Tesla's future operations and market perception [1]

A quick walk through of the Tesla Robotaxi app @HansCNelson https://t.co/yrLnZvHEDL ...

Group 1 - Ark Invest has set a price target of $2,600 for Tesla by 2029, based on a Monte Carlo simulation that considers various market scenarios [2][5] - The simulation indicates a 25% chance that Tesla's stock price could be $2,000 or less, and a 25% chance it could exceed $3,100, with the expected value being $2,600 [2][4] - Tesla's current stock price is significantly below previous bearish forecasts, indicating the challenges in predicting long-term stock values for speculative growth stocks like Tesla [3][4] Group 2 - The success of Tesla's stock price is highly dependent on the success of its robotaxi service, which is projected to account for 88% of its enterprise value by 2029 [7][10] - Tesla's Full Self-Driving (FSD) system and robotaxi concept remain unproven, with regulatory and safety challenges yet to be addressed [9][11] - If Tesla successfully develops its robotaxi technology, there could be significant upside potential for the stock, as the company has the necessary resources and market position to succeed [13]

RT jimmah (@jamesdouma)Car ownership will evolve in a similar fashion to how landline phones changed with the coming of the cell phone. At first, few gave up landlines because cell phones weren’t a complete substitute. As cell phone networks improved in quality and ubiquity, the rationale for paying for an additional landline gradually went away and today relatively few people still have them. Businesses and older demographics are hanging on but it’s not mainstream. Similarly car ownership will continue wit ...

Core Insights - The comparison between Ford and Tesla highlights the future direction of the auto industry, particularly in electric vehicles (EVs) and robotaxis, with both companies facing similar opportunities and challenges [1] - Tesla's full-self-driving (FSD) robotaxi is seen as a strategic move to counteract declining sales and market share, while major automakers recognize the profit potential of robotaxis through recurring income from ride-per-mile revenue [2] Electric Vehicles and Affordability - Automakers need to make EVs more affordable to ensure their future viability, as current EVs are not cheap [2] - Ford's CEO emphasized the importance of developing affordable EVs to achieve profitability, indicating a shift in strategy [4] Robotaxi Development - Ford has faced setbacks in its robotaxi plans, notably after the shutdown of Argo AI, while Tesla is preparing to launch its unsupervised FSD/robotaxi service [14][15] - Tesla's ability to transform existing vehicles into robotaxis and produce a dedicated model, the Cybercab, gives it a competitive edge [8] Financial Performance - Ford's Model E segment reported significant losses, with a loss of $5.1 billion in 2024 and $849 million in Q1 2025, indicating challenges in achieving a profitable EV business [10] - In contrast, Tesla generated $7.1 billion in operating profit in 2024 and maintained a dominant market share of 43.5% in Q1 2025, compared to Ford's 7.7% [11] Future Outlook - Both companies plan to release low-cost models, but Tesla's ability to lower its average cost per car positions it better for sustainable profitability [13] - The auto industry is moving towards lower-cost EVs and robotaxis, with Tesla currently in the best position to meet these industry aims [18]