Core Debate - The central question revolves around whether Tesla is merely an EV manufacturer or a groundbreaking technology powerhouse with the potential to revolutionize transportation and work [3] - The launch of Tesla's robo taxi on June 22nd has intensified the debate surrounding the company's true valuation [2] Valuation Perspectives - There are conflicting opinions on Wall Street regarding Tesla's appropriate valuation [2] - Some analysts attempt to determine Tesla's value through mathematical models [1] - Others argue that traditional valuation methods are inadequate for capturing the potential of Tesla's potentially transformative technology [2] Elon Musk's Influence - Elon Musk's impact on Tesla's market capitalization is a significant consideration [3] - Musk's ability to achieve extraordinary technological advancements has cultivated a devoted following among Tesla investors [3][4] - Investor confidence in Musk can significantly influence Tesla's stock volatility, potentially driving its market cap beyond $1 trillion, irrespective of fundamental analysis [4]

What is the true value of Tesla. It is one of the hottest questions that has puzzled stock market investors for nearly a decade now. Some try to answer it by using math.Others say capturing the potential of a possibly worldchanging technology requires departing from the state-old ways in which Wall Street values other companies. And with the launch of the company's robo taxi on June 22nd, that question has taken on a new urgency. There is a debate on Wall Street when it comes to how much Tesla should be wor ...

Key Takeaways Li Auto has submitted the Li i6 electric SUV for approval, targeting a September market debut. The i6 will be offered in three versions, including dual- and single-motor variants up to 250 kW. Positioned as a premium family SUV, the i6 will be built in Beijing and Changzhou with CATL batteries.Li Auto (LI) has submitted its second fully electric SUV, the Li i6, for regulatory approval in China, with its official launch anticipated in about three months. The vehicle was listed in the latest c ...

Equity Research U.S. Autos & Mobility 23 June 2025 Tesla, Inc. Robotaxi Launch Takes: largely smooth, but better question is on path of scaling Key takes: 1. Tesla Robotaxi launched y'day in Austin - largely uneventful, no major issues; 2. Bulls view launch as start of a new era, with revenue on driverless rideshare critical milestone; 3. Better question ahead is on scaling and path to converge w/Waymo - we caution against overoptimism. Tesla's Robotaxi launch in Austin, Texas was rather uneventful with no ...

ab 23 June 2025 Powered by YES UBS Evidence Lab Global Research Tesla, Inc. The Tesla Robotaxi Network opportunity Investor focus on robotaxi is high. With Tesla launching their first robotaxi service in Austin, investor focus on the autonomous ride-hailing opportunity is very high. As such, we take a look at the opportunity. Net, if all goes according to plan (technology, regulatory, building and scaling a network, etc.) the opportunity can be significant - potentially a 2.3mm vehicle fleet by 2040 generat ...

We're not waiting for the future.. we're currently experiencing it!Every car capable of running FSD today is also capable of being a fully-autonomous robotaxi 🚕Insane 🤯🤯 https://t.co/xtKfEpRPHb ...

Core Insights - LKQ Corporation has formed a joint venture with SYNETIQ Ltd. to enhance its vehicle recycled parts strategy in Europe [1][2] - The joint venture, named LKQ SYNETIQ, aims to leverage LKQ's distribution capabilities and SYNETIQ's dismantling and recycling expertise to meet future EU regulations [2][4] - The collaboration is expected to provide sustainable and affordable parts for automotive repair, particularly for hybrid and electric vehicles [4] Company Overview - LKQ Corporation is a leading provider of alternative and specialty parts for automobiles, with operations in North America, Europe, and Taiwan [5] - The company offers a wide range of OE recycled and aftermarket parts, components, and services for various types of vehicles [5] Joint Venture Details - LKQ SYNETIQ will combine LKQ's logistics network with SYNETIQ's dismantling capabilities, which include dismantling approximately 27,000 vehicles annually across four UK sites [2][3] - The joint venture will be led by key executives from both companies, including Michael Hill from SYNETIQ and Annick Jourdenais from LKQ Europe [3] Strategic Goals - The partnership aims to maximize the environmental and financial potential of vehicles while supporting the UK's salvage community [4] - LKQ plans to continue acquiring salvage vehicles and recycled parts from various sources to enhance availability for consumers [4]

Group 1 - BlackBerry Limited is set to release its first-quarter earnings results on June 24, with analysts expecting earnings of $0 per share, a significant decrease from $2.73 per share in the same period last year [1] - The projected quarterly revenue for BlackBerry is $112.19 million, down from $144 million a year earlier [1] - BlackBerry's subsidiary QNX has signed a Memorandum of Understanding with Vector Informatik to develop a new software platform for software-defined vehicles [2] Group 2 - BlackBerry shares increased by 2.1%, closing at $4.32 on the day of the announcement regarding the MoU [2] - CIBC analyst Todd Coupland maintained an Outperformer rating but reduced the price target from $7 to $6 [5] - RBC Capital analyst Paul Treiber kept a Sector Perform rating and lowered the price target from $4 to $3.75 [5] - Canaccord Genuity analyst Michael Walkley maintained a Hold rating and cut the price target from $4.75 to $4.25 [5] - TD Cowen analyst Daniel Chan upgraded the stock from Hold to Buy and raised the price target from $3.25 to $4 [5]

【导读】今年上榜的500位企业家（或家族）总持股市值为13.7万亿元 见习记者庄佳 《2025新财富500富人榜》今天发布，这也是《新财富》杂志第23次发布500创富榜。 今年上榜的500位企业家（或家族）总持股市值为13.7万亿元，同比上涨11%；平均持股市值为273.8亿元，上榜门槛为66.2亿元，持股市值超百亿元的企 业家有341位。 AI主导十强 目前，在中国原生AI应用活跃用户前十中，字节跳动拥有豆包、即梦、豆包爱学三席。部分海外机构对字节跳动的估值已达4000亿美元。2024年，字节 跳动营收为1550亿美元，同比增长29%；净利润为330亿美元，晋级国内互联网科技企业NO.1，超过阿里巴巴和腾讯。张一鸣持有字节跳动21%的股份。 | 证券代码 | 证券简称 | 总市值 | 2024年 | 2024年 | | --- | --- | --- | --- | --- | | | | 2024-12-31 | 营业总收入 | 净利润 | | META.O | Meta | 14,837 | 1645 | 623 | | 00700.HK | 腾讯控股 | 4.956 | 919 | 273 | | | ...

Group 1: Tesla's Robotaxi Initiative - Tesla has launched its first self-driving robotaxis for paying customers in Austin, Texas, marking a significant milestone for the company and its CEO Elon Musk [1] - The launch is seen as a step towards a fully autonomous robotaxi fleet, which many investors believe could create a substantial new business opportunity for Tesla [1] Group 2: Current Business Performance - Tesla's core business remains electric vehicles (EVs), with the company set to announce its second-quarter EV delivery figures in early July [2][3] - First-quarter deliveries were approximately 337,000, the lowest in over two years, raising concerns among investors about the impact of Musk's political ties on customer perception [3][5] Group 3: Sales Data and Competition - Sales data from Europe indicates a decline in Tesla's sales in April across several countries, including the UK, Netherlands, and France [5] - In China, Tesla is facing increased competition from BYD, which offers cheaper EVs and faster charging technology, potentially posing a greater challenge than political issues [6] Group 4: Analyst Expectations - Wall Street analysts project second-quarter deliveries to be around 400,000, representing a 10% year-over-year decline, although some analysts believe investors may overlook a potential miss [7][10] - Barclays analyst Dan Levy suggests that investor focus has shifted towards the robotaxi initiative rather than current delivery figures, while Wells Fargo analyst Colin Langan reports a 21% year-over-year decline in deliveries [8][9] Group 5: Investor Sentiment and Future Outlook - Despite negative headlines regarding EV deliveries, Tesla's stock has risen nearly 24% quarter-to-date as of June 20, indicating investor optimism about future initiatives [10] - If Tesla underperforms in EV deliveries, it may signal deeper issues within the core EV business, which could affect investor confidence in the company's future growth prospects [11][12]