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HSBC Stays Cautious on Tesla (TSLA) After Lower-Than-Expected Q4 Deliveries
Yahoo Finance· 2026-01-07 03:34
Tesla, Inc. (NASDAQ:TSLA) is one of the AI Stocks Making Waves on Wall Street. On January 4, HSBC analyst Michael Tyndall reiterated a Reduce rating on the stock with a $131.00 price target. The rating affirmation follows Tesla’s fourth-quarter delivery results, with analysts flagging Q4 deliveries across key regions. Firm analysts noted how Tesla’s delivery of 418,000 vehicles in the fourth quarter were below Visible Alpha consensus by 3.7% and 5.2% below their own projections. The figures represent an ...
长安汽车回应:“取消2025年年终奖”为不实传言
Guan Cha Zhe Wang· 2026-01-07 03:25
针对近期网络上出现的"长安汽车取消年终奖"的传言,1月7日,长安汽车发表声明称,2025年,长安汽 车整体经营态势稳健,公司已根据年度经营实绩,按照激励标准制定并推进相应激励计划,切实保障员 工权益,助力企业可持续发展。 长安汽车表示,此类不实信息,已对长安汽车的品牌声誉及正常经营秩序造成严重负面影响。对于编 造、传播虚假信息的行为,长安汽车将依法采取措施,坚决捍卫自身合法权益,共同维护清朗网络环境 与公平市场竞争秩序。 长安汽车声明 长安汽车 ...
美国自动驾驶将迎重大推进:国会即将讨论立法简化监管
Ge Long Hui· 2026-01-07 03:19
Core Viewpoint - A hearing will be held by a subcommittee of the U.S. House Energy and Commerce Committee on January 13 to discuss legislation aimed at simplifying the deployment process for autonomous vehicles [1] Group 1 - The proposed legislation includes a plan to increase the annual cap on the number of autonomous vehicles deployed to 90,000 units [1] - Additional proposals will address complaints from automakers regarding obstacles to the deployment of robotic taxis [1]
小米汽车:新一代SU722.99万元起售
Ge Long Hui· 2026-01-07 03:18
格隆汇1月7日|据小米汽车消息,新一代SU722.99万元起售。 ...
新款小米SU7曝光,全系800V配机械门把手
3 6 Ke· 2026-01-07 03:16
据快科技消息,已热销近2年的小米SU7将迎来改款,近期有爆料称新款SU7即将到店,升级点涵盖多 维度配置。 此次改款全系标配800V高压平台,支持5C超充,10%-80%充电仅需11.3分钟、补能525公里,能量转换 效率也提升约15%。 细节设计上,隐藏式门把手新增机械式设计,解决低温失灵、故障率高的问题;前备箱升级为电吸式, 轻触按钮即可自动开合;座椅按摩功能下放至全系,还配备了W-HUD抬头显示、10英寸AR-HUD等配 置,车内新增香氛系统、磁吸点等细节。 需要说明的是,以上爆料尚未经官方证实,仅作参考。而去年11月汽车博主韩路曾透露,小米SU7换代 预计2026年第二季度上市,升级较多但价格或涨2万元。 【#曝新款小米SU7将配机械门把手#,全系800V+激光雷达】 ml ID FT 预计2026年4月上市 ...
中国 2026 股票展望:盈利难度提升-China_ 2026 China Equity Outlook_ Harder earned money
2026-01-07 03:05
7 January 2026 | 6:32AM HKT Portfolio Strategy Research CHINA 2026 China Equity Outlook: Harder earned money A slower bull market Si Fu, Ph.D. +852-2978-0200 | si.fu@gs.com Goldman Sachs (Asia) L.L.C. We forecast MSCI China and CSI300 to appreciate 20% and 12% in 2026, after key benchmarks gained 20%-30% in the past year mainly on multiple expansion. We stay Overweight both A- and H-shares in Asia. No earnings, no gains Our expected equity gains in 2026 are almost entirely earnings-driven—we see profit grow ...
上汽集团-业务协同助推复苏步伐;超配
2026-01-07 03:05
January 6, 2026 11:02 AM GMT 上汽集团 业务协同助推复苏步伐;超配 在整个集团旗下,上汽集团 (上汽) 的整车业务覆盖范围广 泛,既包括产业链上下游,也涵盖周边业务。这样的业务布 局有助于上汽在销量回升时能够参与到更广泛的产业链价值 创造。 要点 一体化商业模式预计将在2026年发挥作用:上汽自主品牌在2025年实现了显著的 销量回升,得益于国内产品升级、新品牌推出,以及稳定的海外销售贡献。上汽 大众和上汽通用的前景保持稳健,预计将受益于即将到来的产品周期、改善的新 能源转型前景,以及更健康的销售网络。随着销量趋势改善,我们预计上汽将通 过其在产业链上游(汽车零部件)和下游(销售及汽车金融)以及对汽车相关企 业的战略和财务投资,在中国的汽车产业链中捕捉更多价值创造。上汽独特的商 业模式应有助于在转型期维持盈利能力,并增强复苏势头。 改善来自何处?除了华域和汽车金融业务(预计2026年恢复)的稳定贡献,我们 还看到以下边际改善:1)自主品牌运营改善,亏损减少;2)合资企业在2024年 亏损扩大后,盈利前景趋稳;3)业务整合相关成本在2023/2024年得到明显释 放,后续资产减值正常 ...
Hyundai Motor shares rise 15% to hit record high amid Nvidia tie-up speculation
Reuters· 2026-01-07 03:04
Core Viewpoint - Hyundai Motor's shares surged by 14.9% to reach a record high, significantly outperforming the KOSPI index's 1.2% increase, driven by market speculation regarding a potential deeper transformation within the company [1] Company Summary - The stock performance of Hyundai Motor indicates strong investor confidence and interest, suggesting positive market sentiment towards the company's future prospects [1] - The rally in Hyundai's shares reflects broader market trends and investor reactions to potential strategic changes within the company [1]
长安汽车回应取消年终奖为不实信息
刚刚,长安汽车不实举报中心发布声明,针对近期网络上出现的"长安汽车取消年终奖"等不实信息,具 体声明如下:2025年,长安汽车整体经营态势稳健,公司已根据年度经营实绩,按照激励标准制定并 推进相应激励计划,切实保障员工权益,助力企业可持续发展。 ...
Tesla Recently Saw EV Deliveries Decline Nearly 16%. However, Investors Are Focusing Their Attention Elsewhere
The Motley Fool· 2026-01-07 03:00
Core Viewpoint - Tesla's electric vehicle business faced significant challenges in 2025, with declining deliveries and increased competition, but investors are optimistic about the company's future potential in robotaxis and humanoid robots [1][5][10]. EV Deliveries - Tesla reported 418,227 EV deliveries for Q4 2025, missing Wall Street's expectation of approximately 426,000, marking a nearly 16% decline year over year [3]. - For the entire year, Tesla delivered 1.64 million vehicles, a decrease of about 9% from 2024 [3]. - The majority of Q4 deliveries (97%) came from the Model 3 Sedan and Model Y SUV, with minimal deliveries from Model S, Model X, and Cybertrucks [4]. Market Conditions - The decline in deliveries is attributed to the elimination of the $7,500 federal EV tax credit under the Trump administration, which was a significant incentive for EV purchases [5]. - Tesla faces increased competition globally, notably from BYD, which has surpassed Tesla as the world's largest EV maker [5]. Future Prospects - Investors are focusing on Tesla's emerging robotaxi fleet and Optimus humanoid robots as potential growth drivers [2][5]. - Tesla soft-launched its self-driving robotaxis in Austin and San Francisco, with plans to expand to five new cities soon [5]. - Some robotaxis in Austin are reportedly operating without supervision, indicating progress towards full autonomy [6]. Financial Outlook - Analysts predict that Tesla's robotaxi operations could expand to 30 cities by the end of 2026, significantly impacting the stock's value [7]. - Cathie Wood of Ark Invest has set a price target of $2,600 for Tesla by 2029, suggesting substantial upside potential driven by the robotaxi business, which could account for 90% of the company's enterprise value and earnings by that time [8]. Current Market Data - Tesla's current market capitalization stands at $1.5 trillion, with a share price around $432.72, reflecting a high valuation of over 200 times forward earnings [9][10].