Ah, the financial markets. A bastion of calm, predictable logic, right? Not when Donald J. Trump is in the headlines. As the former (and potentially future) President continues his unique brand of policy pronouncements and social media soliloquies, investors are once again treated to a rollercoaster ride that would make even the most seasoned trader clutch their pearls. The latest entries in the Google Alert feed paint a vivid picture of a market attempting to digest a diet of tariffs, visa hikes, and geopo ...

22 September 2025 Asian Autos and Global Energy Storage China EV & Battery Tour Takeaways, 2025 Edition: Steady Evolution Eunice Lee, CFA +852 2123 2606 eunice.lee@bernsteinsg.com Neil Beveridge, Ph.D. +852 2123 2648 neil.beveridge@bernsteinsg.com Brian Ho, CFA +852 2123 2615 brian.ho@bernsteinsg.com Mika Fu +852 2166 4805 mika.fu@bernsteinsg.com Hengliang Zhang +852 2123 2629 hengliang.zhang@bernsteinsg.com Frankie Fong +852 2123 2637 frankie.fong@bernsteinsg.com We hosted our 3rd annual China EV and Batte ...

September 21, 2025 11:36 PM GMT Key Takeaways Consumer Retail | North America Tariff levies increase fivefold. Following the introduction of new rounds of tariffs by the current administration, the monthly duties levied have increased steadily from a ~$6bn monthly run-rate up until February 2025 to a $28bn tariff levy in July 2025, with further upside expected, raising the effective tariff rate across all imported goods to ~10% in July 2025 from ~2% prior to February 2025. Leveraging Department of Commerce ...

September 24, 2025 09:29 AM GMT China – Sentiment Tracker | Asia Pacific Targeted Tweaks in the Fall, Major Reforms Later? Exports stay firm, but September's domestic demand cools further. Expect modest, targeted quasi-fiscal support (infrastructure, local payables). Any major pivot will require 4th Plenum endorsement of the 15th FYP's rebalance agenda (cadre KPIs, social welfare unification, and housing inventory purchases). What's changed: Prices: Anti-involution impulse is fading: We have held the view t ...

Market Analysis by covering: Tesla Inc. Read 's Market Analysis on Investing.com ...

格隆汇9月25日｜小鹏汽车董事长兼首席执行官何小鹏在一场财经论坛上指出，希望未来10年小鹏汽车 销量占比一半来自海外，收入超过一半在全球。何小鹏指出，中国车在欧洲受到很多关注，但现在只 是"一点点"重视，销量占比还很低。中国的车，包括中国大型的硬件要真正做好，一定是要做到有全方 位、立体化的能力。小鹏在这个领域走了一条不同的道路，期望在海外实现从高端进入到最后"高端 +中高端"的组合。他提到，小鹏汽车目前已进入46个国家、有200多家门店，今年还可能到60个国家， 这是一个先逐步探索到快速前进的过程。公司期望把全球的超快充做好，现时已做了将近2600个超充 站，布局在全国。明年会用全新的技术和超充体系，布局欧洲及东南亚，让更多的国家进入到超充体 系。 ...

欧洲汽车制造商协会（ACEA）9月25日发布数据显示，8月比亚迪在欧盟新车注册量同比增长两倍至 9130辆；若包括英国和欧洲自由贸易联盟（冰岛、列支敦士登、挪威和瑞士），销量则增长超过两倍， 达到11455辆。 ...

BYD has overtaken Tesla in the European Union electric vehicle market for the second month running, shaking up what many assumed was an unchallenged race. In August 2025, BYD sold more than 13,500 veh... ...

Charlie Kirk“I spent time with Elon Musk, and regardless of your opinions, he's a phenomenal entrepreneur.He handles his time himself, refusing bureaucracy.He knows exactly how much time to spend on each thing and guards it”https://t.co/frpslzerCy ...

3.【微软发布芯片内置微流控冷却系统】微软在一篇博客文章中表示，该公司已研发出一款芯片内置 微流控冷却系统，该系统可有效为运行模拟Teams会议核心服务的服务器降温。微软的实验室规模测 试显示，"根据所涉及的工作负载和配置不同，微流控技术在散热方面的表现比冷板技术高出两倍至 三倍。"微软称，其测试这款新型冷却系统，旨在解决数据中心所用芯片运行人工智能（AI）时产生 的散热问题。（广角观察） 1. 【阿里巴巴公开集成电路和芯片封装专利】企查查APP显示，近日，阿里巴巴(中国)有限公司"集 成电路组件和芯片封装结构"专利公布。企查查专利摘要显示，所述集成电路组件包括：第一晶圆裸 片，形成有多个运算单元，所述多个运算单元用于并行地执行逻辑运算；第二晶圆裸片，与所述第一 晶圆裸片叠置，所述第二晶圆裸片中形成有多个访问控制单元；其中，每个运算单元对应于所述多个 访问控制单元，每个运算单元向至少一个访问控制单元分别发送至少一个数据访问指令，使每个访问 控制单元响应对应的数据访问指令来执行数据访问。（齐鲁晚报） 2.【科学家用导电塑料制成人造神经元】9月24日消息，瑞典林雪平大学团队开发出一种由导电 塑料 制成的人造神经元 ...