Group 1 - Tesla's deliveries from April to June totaled 384,122, marking a 13.5% decline compared to the same period last year, indicating a continued slump in production [1] - Wall Street analysts had anticipated approximately 1,000 more deliveries than reported, highlighting a significant shortfall in expectations [1] - Tesla's profits for the first quarter fell by 71% to $409 million from $1.39 billion, with revenues dropping 9% to $19.3 billion, which were also below forecasts [9] Group 2 - Despite the negative delivery figures, analysts at Wedbush expressed optimism about Tesla's future, citing advancements in autonomous driving, robotics, and other technologies as key growth drivers [6] - The stock price of Tesla experienced a 5% decline earlier in the week but rebounded with a 4.5% increase on Wednesday, suggesting some recovery in investor sentiment [6] - The upcoming financial details for Tesla are expected to be published later this month, which may provide further insights into the company's performance [7]

Core Viewpoint - The recent ceasefire agreement between Israel and Iran has boosted market confidence, leading to a significant rebound in the automotive sector, which ended a five-week decline [2][8]. Automotive Sector Performance - Last week was an excellent time to buy automotive stocks, as nearly 90% of the 100 tracked Chinese automotive stocks saw price increases, with an average gain of 5.32%, outperforming major stock indices [3][8]. - The total market capitalization of Chinese automotive stocks rose by approximately 400 billion to 10.75 trillion [3]. - All six major segments of the automotive sector shifted from a downward trend to an upward one, particularly in the intelligent driving, new energy, and commercial vehicle segments [3][8]. Notable Stock Performances - The top-performing stocks included Guoxuan High-Tech, which surged by 24.94%, and Hesai Technology, which rose by 21.48% [4][12]. - Other significant gainers included Baideli Holdings (20.45%), Ankai Bus (18.55%), and Haima Automobile (17.15%) [4]. - Stocks related to solid-state batteries and autonomous driving concepts were key drivers of this rally, with several companies experiencing gains exceeding 10% [5][6]. Declining Stocks - Despite the overall positive trend, some stocks in the passenger vehicle segment, such as BYD and XPeng Motors, experienced slight declines, with BYD's stock dropping by 1.77% [7][8]. - Jianghuai Automobile led the declines with a drop of 3.39%, although this was attributed to a correction following previous gains [7]. Market Outlook - The automotive industry is undergoing significant changes, with a focus on solid-state batteries and autonomous driving technologies, which are expected to continue influencing stock performance [8].

After sell-offs in yesterday's trading, Tesla (TSLA 4.88%) stock is rising Wednesday. The company's share price was up 4.6% as of 2 p.m. ET amid the backdrop of a 0.3% gain for the S&P 500 and a 0.7% gain for the Nasdaq Composite. The stock had been up as much as 5.4% earlier in the session.Tesla published its second-quarter vehicle delivery figures yesterday, and the company's valuation is climbing despite a big performance drop-off. News that the U.S. has reached a trade agreement with Vietnam is supporti ...

Tesla posted another big drop in quarterly deliveries on Wednesday, putting it on course for its second straight annual sales decline as demand falters due to backlash over CEO Elon Musk’s political stance and an aging vehicle lineup.Tesla said it delivered 384,122 vehicles in the second quarter, down 13.5% from 443,956 units a year ago. Analysts had expected it to report deliveries of about 394,378 vehicles, according to an average of 23 estimates from financial research firm Visible Alpha, though projecti ...

Welcome back to the channel everyone. My name is Josh and right now we're finally starting to see a massive spike in volatility on this Bitcoin price chart as Wall Street investors just dumped a lot of Bitcoin yesterday, dumping the price of Bitcoin into this area of liquidity and wiping out a bunch of liquidity to the downside. But we now have this bullish price target that is still remaining on this Bitcoin price chart as Bitcoin is getting ready for another test of this critical line of resistance for th ...

Core Viewpoint - Tesla's second-quarter vehicle deliveries were disappointing, missing Wall Street estimates, yet the stock price increased, indicating investor focus may be shifting away from traditional EV metrics to other factors like future potential in robotaxis [2][4][7]. Delivery Performance - Tesla delivered 384,000 vehicles in Q2, a 14% decrease year-over-year, and slightly below Wall Street's estimate of 387,000 [2]. - The first quarter also saw disappointing deliveries of just below 337,000, down 13% year-over-year [2]. Market Expectations - Despite missing estimates, investors had anticipated a poor quarter due to intra-quarter data suggesting ongoing sales struggles, particularly in Europe and China [4]. - Some analysts believe this quarter could represent a bottom for Tesla, with expectations for improved deliveries in the latter half of the year [6]. Competitive Landscape - Tesla faces increasing competition from rival EV manufacturers offering cheaper and more capable vehicles, which may be impacting sales [5]. Stock Performance - The stock price increased by 3.3% despite the missed delivery estimates, suggesting that the market may not be valuing Tesla based on its current EV business fundamentals [7]. - Investors appear to be more focused on Tesla's future potential in robotaxis rather than its current delivery performance [8].

Tesla posted another big drop in quarterly deliveries on Wednesday, putting it on course for its second straight annual sales decline as demand falters due to backlash over CEO Elon Musk’s political stance and an aging vehicle lineup.Still, shares of the electric automaker jumped 3% as the decline proved less severe than the bleakest analyst projections.Tesla said it delivered 384,122 vehicles in the second quarter, down 13.5% from 443,956 units a year ago. 3 Tesla demand has faltered due to backlash over ...

Core Viewpoint - Tesla's Q2 global deliveries reached 384,122 vehicles, slightly below analysts' average forecast of 389,407 vehicles, but better than the pessimistic predictions circulating in the market of 350,000 to 360,000 vehicles, leading to a nearly 7% pre-market increase in Tesla's stock, which later narrowed to a 3% gain [2][9]. Group 1: Delivery and Production Data - In Q2, Tesla produced 410,244 vehicles, exceeding the forecast of 400,083 vehicles [4]. - The total deliveries of 384,122 vehicles represented a 13% year-over-year decline, while the expected deliveries were 389,407 [4][7]. - Model 3/Y production was 396,835 vehicles, surpassing the forecast of 383,567 vehicles, but Model 3/Y deliveries were 373,728 vehicles, down 12% year-over-year [4][3]. Group 2: Market Expectations and Demand Issues - Market expectations were generally lowered due to signs of weak demand, with analysts predicting a significant decline in deliveries [6][7]. - Wells Fargo expected a 21% year-over-year decline in deliveries, estimating only 343,000 vehicles, while Morgan Stanley adjusted its forecast to 360,000 vehicles, which was 8% below consensus [7]. - Despite a 25% increase in overall electric vehicle registrations in Europe, Tesla's registrations in the region fell by 27.9%, with a cumulative decline of 37.1% year-to-date [7]. Group 3: Management Changes and Strategic Adjustments - Elon Musk has taken direct control of Tesla's sales operations in North America and Europe in response to increasing market competition and declining sales [2][9]. - Following the departure of a key executive, Musk is now overseeing more aspects of the automotive business, while Tom Zhu continues to manage sales in Asia and global manufacturing [9]. - Musk's involvement in European sales is particularly notable, as this market has been identified as Tesla's weakest, with significant declines in sales data [9].

7月2日 武汉大学机器人学院成立大会 在 该校 举行 学院将从小米、宇树、乐聚、优必选等 机器人、智能制造头部企业 聘请10名产业教授 培养创新拔尖人才 武大机器人学院执行院长肖晓晖教授在会上介绍， 新成立的机器人学院2025年将招收90名 本科新生 ， 将依托武大多学科交叉优势，融合控制、机械、测绘遥感、电信、人工智能等学 科力量，为机器人领域新兴交叉学科的探索和培育提供强有力的支撑。 图源：湖北日报 此外，武大机器人学院将从小米、宇树、乐聚、优必选等机器人、智能制造头部企业聘请10 名产业教授 。 未来，学院将扎根机器人平台设计、机器人规划控制、机器人感知交互、机器 人智能决策四大基础研究方向，聚焦机器人+工程应用、机器人+空天地海信息、机器人+智能 医疗、机器人+数字人文四大特色发展方向，五年内控制学科跻身国内前列，加快机器人新兴 学科方向的探索建设具有武大特色的机器人工程专业，引领新工科发展。 图源：湖北日报 据了解，2024年3月，武汉大学联合小米宣布成立机器人系，并设立"机器人技术"硕士专 业。近年来武汉大学在"机器人技术"人才培养方面已经取得丰硕成果。例如，武大学子在 2023年中国机器人及人工 ...

Core Insights - Intuitive Surgical has received CE mark approval for its da Vinci 5 Surgical System for both adult and pediatric use in Europe, enabling minimally invasive endoscopic procedures [1][3] - The da Vinci 5 is the most advanced multiport robotic-assisted surgical system, featuring over 150 enhancements and building on the design of the da Vinci Xi Surgical System [2][4] - The da Vinci surgical systems have been utilized in over 410,000 procedures in Europe in 2024 and nearly 17 million procedures globally to date [2][7] Company Developments - The da Vinci 5 Surgical System is designed to improve surgical outcomes, efficiency, and provide actionable insights for healthcare systems [4][8] - Intuitive has been developing robotic-assisted technology for 30 years, with nearly 90,000 surgeons trained worldwide [7] - The da Vinci 5 system offers enhanced surgical capabilities, including advanced 3D vision, ergonomic design, and operational efficiencies [8][10] Market Impact - The introduction of the da Vinci 5 provides surgeons in Europe with greater choice and flexibility, supporting quality care for more patients [5][6] - The system aims to address critical challenges faced by healthcare systems across Europe, potentially transforming surgical practices [4][5]