在双方爆发激烈"口水战"后，美国总统特朗普与特斯拉首席执行官（CEO）马斯克并未如外界期望的那 样在周五完成通话。虽然马斯克在社交媒体上主动"降温" ，特朗普似乎依然余气未消。当天，特斯拉 股价收盘上涨3.7%，仅相当于前一天跌幅的四分之一。随着马斯克与政府关系滑向冰点，公司业绩正 面临更多不确定性考验。 不过美国总统今天否认了相关报道，特朗普说，"我根本没去想埃隆(马斯克)这个人。他确实遇到了麻 烦。这家伙确实有问题。" 众议院议长约翰逊当天表示，尽管发生了戏剧性的冲突，但他对特朗普与马斯克的和解表示乐观。"是 的，我相信人可以改变，我认为事情最终会好转的。" 约翰逊称他一直在与马斯克通过短信交流。当被问及马斯克关于没有他特朗普就会输掉大选的言论时， 约翰逊回答说："埃隆在上次选举中作出了很大贡献，但这是整个团队的努力。我的意思是，特朗普总 统是他这一代、美国现代史上最重要的政治人物。他是那个负责任的人，但我们都很努力。" 今年以来，电动汽车巨头市值蒸发超过3500亿美元。 两人通话告吹 在特朗普与马斯克周四就税收和支出法案展开了激烈交锋后，特斯拉市值当天创纪录蒸发了1520亿美 元。 马斯克在社交媒体上抨 ...

Core Viewpoint - The public feud between Elon Musk and President Trump has raised concerns about the potential regulatory scrutiny that Musk's companies, particularly Tesla and SpaceX, may face, impacting their business operations and stock performance [2][3][4]. Group 1: Tesla - Tesla's stock price plummeted by 14.26% on the day of the feud, resulting in a market value loss of $150 billion, marking the largest single-day drop in the company's history [4]. - Year-to-date, Tesla's stock has declined by over 30%, with investors worried about the company's ability to meet its promises regarding the transition to autonomous vehicles amid regulatory challenges [4][7]. - The National Highway Traffic Safety Administration has been investigating Tesla's vehicles for safety issues related to autonomous driving, which adds to the scrutiny the company faces [7]. Group 2: SpaceX - SpaceX's valuation has increased from $210 billion to $350 billion over the past year, but the company now faces potential risks due to Trump's threats to cut government subsidies and contracts [10]. - SpaceX is under multiple regulatory reviews, including those from the Federal Communications Commission and the Environmental Protection Agency, which could impact its operations [10][11]. - The company has secured nearly $60 billion in contracts for satellite launches for the U.S. military, making it a key player in national defense [11].

Group 1 - Waymo has achieved 10 million rides, doubling in the past five months, with services available in Austin, Los Angeles, San Francisco, and Phoenix [1] - Waymo provides over 250,000 paid autonomous taxi services weekly, and has received approval to expand its services in the San Francisco Bay Area, including San Jose [1] - Despite the growth, Waymo has not yet achieved profitability, with the parent company Alphabet reporting a 9% decline in revenue for its "Other Bets" segment and an increase in operating losses [1] Group 2 - Tesla plans to launch its autonomous taxi service in Austin, with future expansions to Los Angeles and San Francisco, claiming a more ambitious strategy compared to Waymo [2] - Tesla's approach relies on camera-based systems and computer vision rather than complex sensors like LiDAR [2] - Waymo emphasizes safety as its primary focus, stating that it has been operating its service for nearly five years with a commitment to safety over cost [3]

Core Insights - Investors are looking for signs that CEO Elon Musk's political stance is no longer creating brand challenges for Tesla, but they are still waiting for evidence [2] - Tesla's recent sales data has been disappointing, raising concerns about second-quarter delivery expectations [2][3] - The company delivered approximately 337,000 vehicles in the first quarter, a 13% decline year-over-year, significantly below Wall Street's expectation of 455,000 [2] - Tesla's stock price has increased by 47% since the earnings report, but this is not necessarily due to a sales rebound [2] Sales Performance - In April, Tesla's sales in key European markets (France, Germany, and the UK) fell by approximately 49% year-over-year, following a 45% decline in the first quarter [2] - The U.S. sales in April also saw a 13% year-over-year decline, following a 9% drop in the first quarter [3] - Despite the launch of the new Model Y, the anticipated sales boost did not materialize, with expected production of 84,000 units in the second quarter, a 17% increase from the first quarter but a 12% year-over-year decline [3] Market Outlook - The Chinese market has shown a weak start to the second quarter, with sales down approximately 26% year-over-year in the first six weeks [3] - Investors are closely monitoring whether Tesla can deliver around 13,000 vehicles in China, which would indicate a return to normalcy [3] - Wall Street currently estimates Tesla's second-quarter deliveries to be around 412,000, a more than 20% increase from the first quarter but still a 7% decrease year-over-year [3] Stock Price Impact - The impact of declining delivery expectations on Tesla's stock price remains uncertain, as the stock market is forward-looking [4] - Investors are currently more focused on Tesla's autonomous taxi and robotics initiatives, with plans to launch Robotaxi services in Austin, Texas, in June [4] - Continuous growth in vehicle sales is expected to have a positive effect on the stock price [4]

Group 1 - Tesla plans to resume shipping components produced in China to the U.S. for the production of Cybercab autonomous taxis and Semi electric trucks starting at the end of this month, following a ceasefire agreement on tariffs between the U.S. and China [1] - The trade ceasefire agreement indicates that both countries have agreed to eliminate most tariffs and other countermeasures, which has had an immediate impact on business activities [1] - Tesla had previously suspended its component shipping plans after the U.S. raised tariffs on Chinese goods to 145%, which could have disrupted the mass production plans for its two anticipated models [1] Group 2 - Tesla aims to expand Semi truck production in 2026 and expedite deliveries of long-standing orders to clients such as PepsiCo [2] - Elon Musk, Tesla's CEO, has publicly opposed the tariff policies initiated by the Trump administration, which were intended to boost U.S. manufacturing but have negatively impacted Tesla [2] - The increase in tariffs has complicated Tesla's capital investment plans, as the company needs to import equipment from abroad, particularly from China, to expand its domestic production lines [2]

马斯克：特斯拉Robotaxi将被运往沙特阿拉伯 《科创板日报》14日讯，埃隆·马斯克近日在沙特阿拉伯一个投资论坛上表示，沙特阿拉伯已批准星链 在该地区用于航空和海事用途。马斯克承诺，特斯拉的Robotaxi未来将被运往沙特阿拉伯以提供服务。 ...

Core Viewpoint - JD Group is strategically entering the autonomous taxi market by applying for multiple "Joyrobotaxi" trademarks, indicating a formal commitment to this emerging sector [1]. Group 1: Trademark Registration - JD Group's subsidiary, Beijing JD 360 Degree E-commerce Co., Ltd., has applied for several "Joyrobotaxi" trademarks, covering categories such as transportation tools and scientific instruments, currently awaiting substantive examination [1]. - The company was established in April 2007 with a registered capital of 2.92 billion yuan, co-owned by Miao Qin, Li Yiyun, and Zhang Peng [2]. Group 2: Strategic Partnerships - In January 2024, JD entered a strategic partnership with Lantu Motors to create an online user experience sales platform, followed by a strategic agreement with BYD in March 2024 [3]. - JD's CEO Xu Ran emphasized the company's focus on the automotive sector, aiming to develop a comprehensive supply chain service model for the industry [3]. Group 3: Autonomous Driving Technology - JD has accumulated experience in autonomous driving technology through its logistics operations, with plans to leverage this expertise for the autonomous taxi business [4]. - The sixth generation of JD's logistics delivery vehicles, equipped with advanced technologies, has been announced for large-scale deployment, enhancing detection and perception capabilities [4]. Group 4: Market Trends and Competitors - The autonomous taxi market is witnessing significant activity, with competitors like Pony.ai and WeRide making strides in major cities, and global players like Waymo and Tesla also advancing their autonomous taxi services [5]. - Dongwu Securities predicts that the market for autonomous taxis could reach 200 billion yuan by 2030, with a projected 36% share of B-end shared mobility [6].

21世纪经济报道新质生产力研究院综合报道 早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起 看看吧。 【巨头风向标】 王兴兴称"非常缺人"，回应"人形机器人产业泡沫化"。5月10日，第六届上海创新创业青年50人论坛 上，宇树科技创始人王兴兴透露，受益于人形机器人市场热度和国家政策关注，目前包括宇树在内的人 形机器人企业的发展都处于良好状态，"很多企业订单都爆掉了。"对于投资人关于人形机器人产业泡沫 化的担忧，王兴兴称，与过去互联网行业类似，需求和实际情况可能存在偏差，但关键在于大众的接受 度。他强调，不同人对新技术的接受程度不同，但这种差异是正常的，公司需要保持开放心态，继续发 展。他同时称：目前宇树科技所有岗位都非常缺人，欢迎年轻人加入。 多名小米SU7 Ultra车主要求退车，有人称"两个孔就是装饰"，与宣传功能不符。5月11日消息，近日， 小米SU7 Ultra碳纤维挖孔机盖版车型陷入舆论漩涡。5月7日晚间，小米汽车发布《关于大家关心问题 的回答》，对碳纤维双风道前舱盖问题致歉，并给出了补偿方案。一些选装了4.2万元碳纤维机盖的小 米SU7 Ultra车 ...

Group 1 - The core viewpoint of the article highlights the significant progress made in the recent high-level economic talks between China and the United States, with both sides agreeing to establish a trade consultation mechanism [2][3] - The talks, held in Geneva, were characterized as candid, in-depth, and constructive, leading to important consensus [3] - A joint statement summarizing the outcomes of the talks is expected to be released on May 12 [3] Group 2 - Japan's Prime Minister reiterated the demand for the elimination of all tariffs on exports to the U.S., particularly focusing on automotive tariffs, emphasizing the impact on Japanese companies' investments in the U.S. [5] - The recent data from China's customs indicates a 2.4% year-on-year increase in total goods trade value for the first four months of 2023, with exports growing by 7.5% and imports declining by 4.2% [8] - The railway sector in China completed fixed asset investments of 194.7 billion yuan in the first four months of 2023, reflecting a year-on-year growth of 5.3% [9] Group 3 - The retail market for new energy passenger vehicles in April reached 905,000 units, marking a year-on-year increase of 33.9%, while production reached 1.151 million units, up 40.3% year-on-year [12] - The introduction of the first intelligent inspection robot for freight railways in China is expected to significantly enhance the efficiency and accuracy of railway maintenance [10][11] - The recent implementation of a nationwide marriage registration system has led to a surge in marriage registrations across various cities, indicating a strong public response to the new policy [13]

Group 1 - The fourth ministerial meeting of the China-Latin America and Caribbean Forum will be held in Beijing on May 13, with the aim of enhancing cooperation in various fields including technology, trade, finance, and infrastructure [2] - In the first four months of 2023, China's total goods trade value reached 14.14 trillion yuan, a year-on-year increase of 2.4%, with exports growing by 7.5% [3] - From January to April, national railway fixed asset investment reached 194.7 billion yuan, reflecting a year-on-year growth of 5.3% [4] Group 2 - The first intelligent inspection robot for freight railways has been deployed in Hebei, achieving over 98% accuracy in fault identification and 100% recognition of common faults [5] - In April, retail sales of new energy passenger vehicles reached 905,000 units, marking a year-on-year increase of 33.9% [6] - The new marriage registration policy allowing nationwide processing has led to a surge in marriage registrations in various cities [7] Group 3 - The high-level economic talks between China and the U.S. in Geneva resulted in significant progress and agreements on trade concerns [9] - Japan's Prime Minister reiterated the demand for zero tariffs on exports to the U.S., particularly concerning the automotive sector [10] - The Long Beach port in California experienced a 30% drop in cargo volume due to U.S. tariff policies, raising concerns about supply shortages [11] Group 4 - The fourth round of indirect negotiations regarding Iran's nuclear issue with the U.S. has concluded [12] - Russia's President proposed to resume direct negotiations with Ukraine on May 15, indicating a potential shift in diplomatic efforts [13] - Ukraine's President expressed willingness to negotiate, emphasizing the need for a ceasefire as a first step towards peace [14] Group 5 - The Palestinian President reaffirmed the rejection of the U.S. proposal for controlling Gaza, highlighting ongoing geopolitical tensions [15] - China has achieved its first cross-province peak-shifting green electricity transaction, sending 12 million kWh of green electricity from Xinjiang to Beijing [16] - A 5.5 magnitude earthquake occurred in Tibet, with noticeable tremors reported in the county [17] Group 6 - Xiaomi's high-end model SU7 Ultra is facing backlash over alleged false advertising, with over 300 consumers seeking refunds [18] - JD Group has applied for multiple "Joyrobotaxi" trademarks, indicating a strategic move into the autonomous taxi market [19] - CATL announced a maximum issuance price of 263 HKD per share for its upcoming listing in Hong Kong [20] Group 7 - Over 10.66 billion shares worth approximately 18.63 billion yuan will be unlocked next week as part of the stock market's restricted share release [22] - There are no new stock subscriptions scheduled for next week, but Tian Gong Co. will be listed on May 13 [25] - The People's Bank of China announced a 0.5 percentage point reduction in the reserve requirement ratio starting May 15 [26] Group 8 - The recent ceasefire agreement between India and Pakistan marks a significant de-escalation in their long-standing conflict [27] - A court ruling in Lianyungang clarified that developers are responsible for remaining mortgage payments if they fail to deliver properties as promised [28]