Core Viewpoint - Elon Musk's prediction of "millions" of Tesla robotaxis on American streets by 2026 is viewed with skepticism, as significant challenges remain in achieving this goal [1]. Company Analysis - Tesla's current market capitalization stands at $1,429 billion, with a current stock price of $430.05, reflecting a daily change of -3.56% [2]. - The company has a gross margin of 17.01% and does not offer a dividend yield [2]. Industry Comparison - Waymo, operated by Alphabet, has been in the autonomous taxi service since 2009 and has a decade of experience in ride-sharing, which gives it a competitive edge over Tesla [2][4]. - Waymo currently operates approximately 1,500 self-driving vehicles and plans to add around 2,000 more by the end of 2025, indicating a gradual scaling process [3][4]. - The gap between Waymo's current fleet and Musk's ambitious target for Tesla highlights the challenges Tesla may face in meeting its robotaxi goals [3][4].

Driverless cars are no longer in the realm of science fiction. Uber executive Sachin Kansal thinks Tesla has a role in the ride-share company’s vision to win the robotaxi race.🔗 Listen to the latest Bold Names episode: https://t.co/mCQ7ss4dos https://t.co/YCXMeMMhOE ...

Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk says that the automaker will receive a regulatory boost from Chinese authorities next year amid the EV giant's autonomous push.Check out the current price of TSLA here.FSD Could Receive Full Approval Next YearMusk, during Tesla's annual shareholder meeting on Thursday, shared that he expects Chinese regulators to grant full approval to Tesla's Full Self-Driving (FSD) "around February or March or so," in 2026. The billionaire shared that the company already has partial ...

Tesla will begin producing the Cybercab, an autonomous electric vehicle with no pedals or steering wheel, this April at its factory in Austin, Texas, CEO Elon Musk said during the company’s shareholder meeting Thursday.His comments on Cybercab came just moments after shareholders overwhelmingly approved a compensation package for Musk that could be worth as much as $1 trillion in company shares — the largest in corporate history. “We’ve got the first car that is specifically built for unsupervised, full s ...

Tesla (NasdaqGS:TSLA) FY 2025 Annual General Meeting November 06, 2025 04:00 PM ET Speaker6Welcome back to Texas, the home of Tesla. My name is Brandon Ehrhart. I'm the General Counsel and Corporate Secretary. Welcome to your 2025 Annual Shareholder Meeting. Similar to last year, this meeting will have two parts. We'll go through the 14 ballot items. The second part, Elon Musk. Today, we will discuss business outlook and may make other forward-looking statements. Such statements or predictions are based on ...

投资者关系活动记录表 编号：2025-006 | | 特定对象调研 分析师会议 | | --- | --- | | 投资者关系 活动类别 | □媒体采访 业绩说明会 | | | □新闻发布会 路演活动 | | | □现场参观 券商策略会 | | 参与单位名称 | 参会人员： 线下调研： | | | 华福证券 袁家亮 | | | 西部证券 庄恬心 | | 及人员姓名 | 线上电话会议： | | | 长盛基金 张君平 | | | 国联民生 完颜尚文 | | | 券商策略会参会名单详见附件 | | | 2025 年 11 月 3 日 线下调研 | | | 2025 年 11 月 5 日 线上路演 | | 时间 | 2025 年 11 月 5 日 线下券商策略会 | | | 年 月 日 线下券商策略会 2025 11 6 | | 地点 | 上海市徐汇区龙耀路 175 号星扬西岸中心 3 楼会议室 | | 上市公司接待 | 公司董事、副总经理、董事会秘书：李亚惠 | | 人员姓名 | 公司投资者关系经理：张倍宁 | | | 一、公司经营情况简介 万马科技股份有限公司成立于 年，公司于 1997 2017 | ...

Core Insights - The article highlights significant trading activities in the Hong Kong stock market, particularly focusing on net inflows and outflows of capital among various stocks, indicating investor sentiment and market trends. Group 1: Stock Performance - Xpeng Motors (小鹏汽车-W) received a net inflow of HKD 12.13 billion, driven by announcements regarding new business ventures in Robotaxi, humanoid robots, and flying cars, with a projected launch of L4 Robotaxi in 2026 [6] - Huahong Semiconductor (华虹半导体) and SMIC (中芯国际) saw net inflows of HKD 9.61 billion and HKD 6.18 billion respectively, with Huahong reporting record sales revenue of USD 635.2 million for Q3, a year-on-year increase of 20.7% [7] - Weichai Power (潍柴动力) experienced a stock price surge of 20%, but faced a net outflow of HKD 5.48 billion as investors sold off shares after the price increase [8] Group 2: Market Trends - The Northbound trading saw a total net inflow of HKD 54.79 billion, with significant contributions from Xpeng Motors and Southern Hang Seng Technology [2] - Alibaba (阿里巴巴-W) and China Mobile (中国移动) were among the top net sellers, with outflows of HKD 3.08 billion and HKD 447.1 million respectively, indicating a shift in investor preference [9] - Analysts predict a potential style shift in the Hong Kong market, favoring growth sectors like the Hang Seng Technology index over the ChiNext index [6]

Group 1 - The net buying of stocks included Xpeng Motors at 1.214 billion HKD, Southern Hang Seng Technology at 1.052 billion HKD, and Hua Hong Semiconductor at 961 million HKD, while the net selling included Weichai Power at 548 million HKD and Alibaba at 308 million HKD [1] - Southbound funds have continuously net bought Xiaomi for 7 days, totaling 4.22827 billion HKD [1] Group 2 - Xpeng Motors showcased its new humanoid robot IRON, which features a solid-state battery and three Turing chips, with the mass production version expected to be no taller than 170mm [5] - Citigroup believes that the early-stage profitability of Xpeng's new business will enhance market sentiment and help elevate its valuation from previous levels associated with electric vehicles to higher premiums linked to AI and robotics [5] - Hua Hong Semiconductor reported a record third-quarter revenue of 635.2 million USD, a year-on-year increase of 20.7% and a quarter-on-quarter increase of 12.2%, with an estimated profit of 25.7 million USD, down 42.6% year-on-year but up 223.5% quarter-on-quarter [5] Group 3 - Weichai Power's board acknowledged the rise in share price and trading volume but stated they are unaware of any reasons for the changes [6]

| 中芯国际 | 17.61亿 | 22.36亿 | 39.97亿 | | --- | --- | --- | --- | | HK 00981 | | | -4.75 Z | | 华虹未营体 | 10.56 乙 | 9.86亿 | 20.42亿 | | HK 01347 | | | +6979.11万 | | 小鹏汽车-W | 14.16亿 | 5.56亿 | 19.72 乙 | | HK 09868 | | | +8.61亿 | | 腾讯控股 | 7.83亿 | 10.39 乙 | 18.22 乙 | | HK 00700 | | | -2.56 Z | | 小米集团-W | 10.76 乙 | 6.58亿 | 17.33 乙 | | HK 01810 | | | +4.18 Z | | 晶泰控股 | 6.03亿 | 6.66亿 | 12.69 亿 | | HK 02228 | | | -6330.60万 | | 美团-W | 4.97亿 | 6.95 Z | 11.91亿 | | HK 03690 | | | -1.98 Z | | 泡泡玛特 | 5.01亿 | 6.68 亿 | 11.69 亿 | | ...

北水净买入最多的个股是小鹏汽车-W(09868)、南方恒生科技(03033)、华虹半导体(01347)。北水净卖出最多的个股是潍柴动 力(02338)、阿里巴巴-W(09988)、中国移动(00941)。 | 股票名称 | 买入额 | 卖出额 | 买卖总额 | | --- | --- | --- | --- | | | | | 净流入 | | 阿里巴巴-W | 19.78亿 | 22.30 乙 | 42.08亿 | | HK 09988 | | | -2.51 Z | | 中芯国际 | 17.61亿 | 22.36 乙 | 39.97亿 | | HK 00981 | | | -4.75 Z | | 华虹米号体 | 10.56 乙 | 9.86亿 | 20.42亿 | | HK 01347 | | | +6979.11万 | | 小鹏汽车-W | 14.16 Z | 5.56亿 | 19.72亿 | | HK 09868 | | | +8.61亿 | | 腾讯控股 | 7.83亿 | 10.39亿 | 18.22亿 | | HK 00700 | | | -2.561Z- | | 小米集团-W | 10.76亿 ...