RT Cathie Wood (@CathieDWood)Now that #robotaxis are commercializing , the next question is who will win this winner-take-most opportunity in the US. Based on two major competitive advantages, @skorusARK makes the case for $TSLA in The Brainstorm this week. ...

Competitive Advantage - The robotaxi market presents a winner-take-most opportunity in the US [1] - Tesla possesses major competitive advantages in the robotaxi market [1] - Tesla's crowdsourced fleet model, similar to Airbnb, allows owners to "opt in" for autonomous rides [2] - Waymo's robotaxi model requires partnerships and fleet control [2] Company Strategy - ARK Invest highlights distinctions between Waymo and Tesla in "The Brainstorm" [2]

RT Token Terminal 📊 (@tokenterminal)ICYMI: TVL for @OriginProtocol is up ~400% year-over-year, growing from ~$140m to ~$690m. https://t.co/cKWmNITRSZ ...

增长前景黯淡，大幅下调2025-27年盈利预期 汇丰基于4月和5月实际交付数据以及历史6月季节性规律分析，预计特斯拉Q2交付量将环比持平。这一 预测较当前市场共识低15%，主要原因包括产品组合老化、竞争加剧以及品牌形象担忧等结构性问题。 汇丰警告特斯拉盈利将持续令人失望，Robotaxi规模化面临三重严峻挑战。 据追风交易台，汇丰银行在最新的报告中维持特斯拉"减持"评级，目标价120美元不变，暗示较当前股 价有63%的下行空间。 基于4月和5月实际销量数据以及6月历史季节性因素，汇丰预测第二季度交付量环比持平，较市场预期 低15%，运营收入面临8%的下行风险。 汇丰分析师Michael Tyndall指出，特斯拉销量疲软源于产品老化、竞争加剧和品牌形象担忧，新款 Model Y改款对提振销量的作用有限。 汇丰还大幅下调2025-27年交付和盈利预期，预期RobotaxiAI计算成本上升但短期内难以贡献收入和利 润。汇丰认为，在没有明确推出价格低于2.5万美元的更实惠车型迹象下，中期销量增长将保持温和。 尽管改款Model Y已经推出，但似乎未能有效阻止销量下滑趋势。汇丰预计Q2生产情况将好于Q1，汽 车业务毛 ...

宁德时代又出手了。这次"宁王"正式给ROBOTAXI打招呼，说"哈啰"，躬身入局。 事情的起因是，6月23日哈啰出行官宣称，哈啰Robotaxi业务完成超30亿元融资，引入蚂蚁集团、宁德时代战略投资。业务的主体是刚注册的"上海造父智 能科技有限公司"（以下称"造父"）。 据悉，哈啰Robotaxi业务及研发团队已经招募了一批AI大模型、自动驾驶等领域的技术人才，完成核心人才矩阵的搭建。这也是哈啰近年来持续深化出行 业务，拓展海外市场，并推动AI在出行领域的深度应用积累的结果。 造父的公司注册资金是12.88亿元人民币，将专注于L4级自动驾驶技术研发、安全应用和商业化落地。股东由上海云玚企业管理咨询有限公司（蚂蚁集 团）、上海钧哈网络科技有限公司（哈啰）、宁波梅山保税港区问鼎投资有限公司（宁德时代）共同持股。 此前，哈啰、蚂蚁集团、宁德时代已于今年4月签署三方战略合作协议。这次是开始"玩真的"。 不过，正如签协议的时候宁德时代董事长曾毓群站在C位一样，我们也更关心，宁德时代这个电池巨头做这项投资的动机、目的、愿景等等，这些背后的 思考，才是重点。 而出行平台纷纷押注Robotaxi赛道之际，哈啰并不是第一个入局 ...

Bank of Hawaii Corporation 4.375% DEP PFD A (NYSE: BOH.PR.A ) is covered within this article. If you've followed our content for an extended period, you'd probably be familiar with the fact that we've covered a series of discounted REIT preferred shares inPearl Gray is a proprietary investment fund and independent market research firm specialising in systematic analysis.Our latest work on SA primarily covers: Bonds, Preferreds, REITs, with an occasional drift.Primary Sectors: Financials and Real Estate.Miss ...

【DT新材料】 获悉， 6月23日， 哈啰出行、蚂蚁集团 与 宁德时代 成立 "上海造父智能科技有限公司。该公司注册资本达 12.88亿元人民币，首期出 资超30亿元，由 哈啰副总裁彭照坤 担任法定代表人。 CIIC滑板底盘： 实现上下车体解耦设计，缩短无人车研发周期40%； 巧克力换电网络： 支持5分钟极速补能，已接入百度萝卜快跑车队； 长寿命电池技术： 通过AI热管理将电池寿命延长至200万公里，匹配Robotaxi全生命周期需求。 据了解，新公司将专注于L4级自动驾驶技术研发、安全应用和商业化落地，并开展Robotaxi（自动驾驶出租车）业务。 此前，哈啰、蚂蚁集团、宁德时代已于今年4月签署三方战略合作协议，三方基于各自技术和资源优势，合作研发L4自动驾驶技术，不断提升技术安全 性和可靠性，并推进商业化应用和生态建设： 宁德时代： 提供 智能滑板底盘技术（如CIIC一体化底盘）与高安全动力电池，支持车辆续航突破1000公里，并通过CTC技术提升电池体积利用率至 75%，降低造车成本35%。 蚂蚁集团： 贡献 AI大模型、区块链及信用体系，优化自动驾驶决策算法与支付生态。 哈啰出行： 开放 全国2800万 ...

Core Viewpoint - The successful listing of Cao Cao Mobility on the Hong Kong Stock Exchange marks a significant milestone for the company, which has developed a unique business model centered around customized vehicles in the ride-hailing industry [1][3]. Group 1: Company Overview - Cao Cao Mobility, incubated by Geely Group, has spent ten years developing a ride-hailing ecosystem focused on customized vehicles, contrasting with other platforms that pursued rapid expansion [4]. - The company has become the largest ride-hailing platform listed on the Hong Kong Stock Exchange, demonstrating resilience in a complex regulatory environment [3]. Group 2: Financial Performance - The average hourly income for Cao Cao Mobility drivers increased from RMB 30.9 in 2022 to RMB 35.7 in 2024, significantly higher than the industry average of RMB 27 [6][10]. - The customized vehicle strategy has positively impacted the company's financials, with gross profit margin improving from -5.8% in 2023 to 8.1% in 2024 [7]. Group 3: Cost Efficiency and Service Improvement - The total cost of ownership (TCO) for drivers is projected to decrease by 36.4%, reaching approximately RMB 0.5 per kilometer, enhancing operational efficiency [8]. - Cao Cao Mobility's partnership with Geely has led to a 25% reduction in maintenance time and a 54% decrease in costs, further benefiting drivers [11]. Group 4: Future Prospects and Innovations - The company is exploring the Robotaxi market, leveraging its customized vehicle experience to create a closed-loop ecosystem that integrates vehicle manufacturing, autonomous driving technology, and ride-hailing services [12][14]. - Cao Cao Mobility plans to launch a customized Robotaxi model designed for L4 autonomous driving by the end of 2026, aiming to capitalize on the future trillion-dollar market [15].

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Group 1 - Hong Kong stock indices experienced a decline, with the automotive sector facing significant losses, particularly for companies like Geely, BYD, and Xpeng, which fell over 3% in the afternoon session [1] - The Hong Kong Stock Connect automotive ETF (159323) saw a drop of nearly 2%, with major holdings such as Zhejiang Shibao, Youjia Innovation, Geely, BYD, Xpeng, and Zhixing Technology among the biggest decliners [1] - Everbright Securities noted that the commercialization of Robotaxi is accelerating, with a turning point in scale approaching, and identified Xpeng as closely following Tesla's technology path, planning to launch Robotaxi by 2026 [1] Group 2 - The Hong Kong Stock Connect automotive ETF (159323) focuses heavily on the Hong Kong vehicle sector, with a leading proportion of passenger vehicles compared to similar indices, and includes relatively scarce new car-making forces in the A-share market [2] - As of June 25, the top five weighted stocks in the index are BYD, Xpeng, Li Auto, Geely, and Leap Motor, collectively accounting for 58.24% of the index [2] - The index also includes companies in the intelligent driving industry chain, such as Zhixing Technology, Horizon Robotics, Sunny Optical Technology, and Zhejiang Shibao, which aligns more closely with the trends in the automotive industry compared to A-share automotive theme indices [2]