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AutoZone: High ROIC, Steady Demand, Modest Buy On EPS Compression (NYSE:AZO)
Seeking Alpha· 2025-09-25 09:36
Dubai-based investor focused on building a resilient, income-generating portfolio with a long-term growth mindset. My approach is primarily long-only, blending dividend-paying equities, REITs, and other income strategies with selective growth opportunities. I believe in disciplined, fundamentals-driven investing, prioritizing capital preservation while compounding returns over time. Originally from India.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies m ...
用户选领克图啥?领克穆军:情绪价值是关键,哈曼卡顿成配置首选
9月24日,全新领克08 EM-P正式上市,新车共推出4款车型,官方指导价为 17.58万-22.88万元,在10月 31日前购车,可享受限时价15.98万-21.28万元。作为领克品牌电动化战略的核心车型,新车定位"家庭 豪华智混SUV",基于CMA Evo架构打造,在设计、智能座舱、空间舒适性、动力性能、全域安全与智 能辅助驾驶等方面进行了全面进阶。 发布会后的沟通会上,在被问到"在当前08用户中,用户最看重哪个配置"时,领克汽车销售公司副总经 理穆军称是哈曼卡顿的音箱,"这些用户会觉得买车,音响很重要。情绪价值是我们这次抓的关键。" ...
X @Bloomberg
Bloomberg· 2025-09-25 09:13
RT Wilfried Eckl-Dorna (@eckldorna)This week, @Porsche hit the brakes on EV investments. The sports-car maker isn't alone in having a hard time selling pricey luxury EVs. Our @Bloomberg story with @WillWilkesNews and @MonicaRaymunt explains how @MercedesBenz, @BMW and others are faring: https://t.co/D6q3urowtc ...
Tesla's Q3 Deliveries May Surprise to the Upside
The Motley Fool· 2025-09-25 09:05
Core Viewpoint - Tesla's quarterly deliveries are expected to exceed expectations due to two key catalysts: the impending federal EV tax credit deadline and a refreshed Model Y [1][2][10]. Group 1: Delivery Expectations - UBS has raised its estimate for Tesla's third-quarter deliveries to approximately 475,000, surpassing the consensus analyst estimate and indicating a potential return to year-over-year growth [4]. - The urgency created by the September 30 cutoff for the $7,500 federal EV tax credit is likely driving U.S. buyers to make purchases sooner, which may have bolstered demand [5][10]. - The redesigned Model Y, which features significant updates, is expected to attract undecided buyers, further enhancing demand during this critical period [5][6]. Group 2: Market Context - In the second quarter of 2025, Tesla delivered over 384,000 vehicles, a decline from about 444,000 in the same quarter of 2024, but an improvement from the first quarter's 337,000 deliveries [8]. - The second quarter's performance indicates a sequential improvement, setting a cautious yet optimistic tone heading into the third quarter [9]. Group 3: Future Outlook - If third-quarter deliveries reach the mid-470,000s, it could positively shift the narrative around Tesla's delivery trends and reset expectations for the latter half of the year [10][12]. - The combination of a refreshed Model Y and the tax-credit deadline presents a strong opportunity for Tesla to boost its delivery numbers and regain investor confidence in its automotive business [12].
X @Bloomberg
Bloomberg· 2025-09-25 08:18
South Korea’s investment projects in the US will remain in limbo until visa issues are resolved, says the country’s PM.It comes after hundreds of South Koreans were taken into custody in an ICE raid on a Hyundai battery plant in Georgia https://t.co/vDsg3d3v2j https://t.co/WGjIp901Wg ...
The three-headed problem that's throwing the US economy into chaos
Business Insider· 2025-09-25 08:08
There's a rule of thumb in apartment hunting: People want something affordable, spacious, and convenient, but in the end, they can only get two of the three. Big and cheap? Prepare for a long commute. Less expensive and downtown? Enjoy your shoebox. Spacious and well-located? Get ready to shell out big bucks. It's a classic "trilemma," or an impossible triangle: No matter how you, well, triangulate it, one priority has to go if the other two remain.President Donald Trump — and the American people along with ...
15.98万的尚界H5够便宜,但值得买吗?
Hu Xiu· 2025-09-25 08:04
尚界H5最大卖点就是不到20w的价格给到你全套满血鸿蒙,那如果抛开鸿蒙,这台车的基础素质到底是 什么水平呢? ...
长安凯程携手河南村BA推出联动活动
Huan Qiu Wang· 2025-09-25 07:56
长安凯程V919外观采用拥抱式科技前脸、贯穿数智大灯和封闭上格栅。支持540°全景影像、L2级组合辅助驾驶、驾驶员疲劳监测、车辆载重与车厢实时监 控功能,大幅提升行车安全性。支持3.3kW车厢供电及6.6kW外放电功能,进一步拓展商业应用场景,满足赛事期间多元化需求。 参赛者多为普通农民,他们以球会友、以赛促健,让赛事不仅是一场体育活动,更通过体育与经济融合助力乡村发展,成为一次乡村振兴的生动实践。 长安凯程与河南省农民体育协会通过"战略合作与协会运作"模式,双方整合资源,共同探索农民体育事业高质量发展路径。作为本次合作伙伴,长安凯程不 仅参与赛事组织,也在助力农业发展、服务农民方面积极探索,为乡村发展贡献力量。 作为河南村BA赛事的官方指定用车,长安凯程V919为赛事提供了有力保障。 2025年9月,由河南省农业农村厅、省体育局、河南广电传媒控股集团联合举办的河南省 "赛・会・节" 赛事在中国农民丰收节河南分会场启幕。长安凯程与 河南省农民体育协会合作,围绕2025年河南省"赛会节"农民篮球赛(简称"村BA")总决赛推出"豫见勇者,一路凯程"线上线下联动活动。 官方数据显示,长安凯程V919车长5.5米内实 ...
The No. 1 Holding on Robinhood Is Expected to Be at the Center of a $5 Trillion Addressable Opportunity by 2050 (Hint: It's not Nvidia)
The Motley Fool· 2025-09-25 07:51
Core Viewpoint - The most held stock by retail investors on Robinhood has surpassed both Nvidia and Apple, indicating a shift in investor preferences towards companies with significant growth potential and addressable markets [6][10]. Group 1: Retail Investor Trends - The internet has transformed retail investing by providing instant access to financial information and trading capabilities, empowering retail investors to become a significant force on Wall Street [4]. - Robinhood has gained popularity among everyday investors due to features like commission-free trading and the ability to buy fractional shares [5]. - The "100 Most Popular" leaderboard on Robinhood highlights the stocks most held by retail investors, with a notable focus on growth stocks and industry leaders [6][7]. Group 2: Tesla's Market Position - Tesla has been the most held stock on Robinhood for much of the past four years, recognized as North America's leading electric vehicle manufacturer with approximately 1.8 million EVs delivered in the last two years [12][13]. - Tesla's CEO Elon Musk has expanded the company's vision beyond EVs, targeting markets in energy generation, self-driving robotaxis, and humanoid robots, with a projected addressable market exceeding $5 trillion by 2050 for humanoid robots [14][15]. - Despite its strong market position, Tesla faces competitive pressures and has reduced EV prices multiple times, impacting vehicle margins [16]. Group 3: Financial Performance and Risks - Tesla's profitability is partially reliant on automotive regulatory credits and interest income, which are considered unsustainable sources of income [17]. - Elon Musk's ambitious promises regarding full self-driving capabilities and other innovations have often gone unfulfilled, raising concerns about the company's future performance and stock valuation [19][20].
众泰汽车控股股东部分股份司法拍卖过户及进展情况公告
Xin Lang Cai Jing· 2025-09-25 07:46
众泰汽车发布股东部分股份拟变动进展公告。截至公告日,控股股东江苏深商及其一致行动人持有公司 股票693,194,143股,占总股本13.75%,且股份全部被司法冻结。此前江苏深商持有的6,736,758股司法 拍卖二拍成交,近日已过户给买受人新余高新区易股鼎源企业咨询中心。此外,还公布了控股股东及其 一致行动人持有的公司股票累计被司法拍卖情况,合计786,290,927股,占总股本15.59%。司法拍卖为 强制执行,股份变动是否致控股股东变化不确定,公司将持续关注并督促信息披露,提醒投资者注意风 险。 ...