Sales Performance - BMW's sales stagnated in the second quarter [1] Market Trends - European carmakers are losing ground to local producers in China [1] - China is the world's biggest electric-vehicle market [1]

大家好我是大鱼 今天的资讯 包括下面几个消息 1. 投资市场新闻 2. Musk称霸太空与AI 3.Tesla Diner 到底有多酷？ 关注这些领域的朋友 不要错过 今天重要的内容 OK let's go 先说特斯拉的股票 周三收盘是295.88% 全天下跌了1.93% 美元 跌幅是0.65% 美国三大股指 纳指上涨0.93% 道指上涨0.48% 标普上涨0.6% Tesla的股价全年 已经下跌超过25% 这波跌势 让不少人捏把冷汗 但RBC Capital Markets的 分析师汤姆·纳拉扬 Tom Narayan却说 别慌！ 他认为这次 卖压有点过头了 他对Tesla股票 依然给出了 优于大盘的评级 还把目标价格 从307美元 调高到319美元 暗示还有7%左右 的上涨空间 这到底是买进的好时机 还是该继续观望？ 让我们来拆解一下！ 先来看看Tesla股价 为什么跌得这么惨 2025年第二季度 Tesla的销量掉了13.5% 卖出384 122辆车 相比去年同期 可谓惨淡 全球的几个重要的市场 电动车的需求 似乎在放缓 尤其是来自中国的 竞争对手BYD和小米等 从价格功能等多个方面 对特斯拉展开攻势 ...

Keynote Speakers ✨: Lars Moravy @larsmoravy & Steve Jurvetson @FutureJurvetsonPanelist 👥: @teardowntitan, @live_munro, @Gfilche, @DMC_Ryan, @farzyness, @TeslaBoomerMama, @esherifftv, @FutureAZA, @RyanTanaka3, @BeardedTesla, @DrKnowItAll16, @WholeMarsBlog, @TesLatino, @techiedani, @JoshWest247, @robertrosenfeld, @herbertong, @FelixSchlang, @HansCNelson, @JoeTegtmeyer, @R6Alex, @UnpluggedTeslaSponsors -Presenting Sponsor: 🦔 @hahayesonsolTitle Sponsors: @Tesla, @MichelinUSA, @EVjectOfficial, @RakticalGear, @Re ...

European automakers are struggling uh to figure out how to effectively deal with the explosive growth of Chinese uh EVs and Phil Leau joins us now with more. Hey Phil, it's still at a small number in terms of pure EVs from China being sold in Europe, but it is growing and it is a concern for European automakers and for European lawmakers who are trying to figure out, well, look, if we jack up the uh tariffs on these vehicles, maybe we won't see as many imported. By the way, for a pure EV, the tariff can be ...

Core Viewpoint - U Power Limited has signed a Memorandum of Understanding (MOU) with NV Gotion Co., LTD to develop battery-swapping solutions and battery-bank operations for electric vehicles (EVs) in Thailand and Southeast Asia [1][2][4]. Company Overview - U Power Limited specializes in electric vehicle battery-swapping solutions and is transitioning towards becoming a smart energy grid solutions provider [1][7]. - The company utilizes its proprietary modular battery-swapping technology, UOTTA™, to manufacture and sell various models of battery-swapping stations and provides battery-swapping services [6]. Strategic Partnership - The MOU establishes a strategic partnership between U Power and NV Gotion to develop battery modules and packs for a range of EVs, including two- and three-wheelers, pickup trucks, vans, light-duty trucks, and heavy-duty trucks [2]. - The partnership aims to create a battery-swapping infrastructure in Thailand and develop comprehensive battery-bank operations, including battery leasing and vehicle-to-grid (V2G) solutions [2][4]. Market Positioning - U Power has previously signed several MOUs and joint ventures to create a network of battery-swapping stations strategically located at fueling stations across Thailand [3]. - The company is focused on addressing the growing demand for reliable EV battery supplies in Southeast Asia, leveraging NV Gotion's vertically integrated battery manufacturing capabilities [4][5]. Future Outlook - U Power is investing in next-generation technologies to build intelligent ecosystems that integrate AI-driven solutions, transforming EVs into dynamic energy assets [7].

大家好我是大鱼 今天的资讯 包括下面几个消息 1. 马斯克应该被监督吗？ 2. 特斯拉生产经营 方面的消息 3.其他公司的消息 Waymo和Rivian 关注这些领域的朋友 不要错过 今天重要的内容 OK let's go 先说特斯拉的股票 周二收盘是297.81% 全天上涨了3.87%美元 涨幅是1.32% 美国三大股指 纳指上涨0.02% 道指下跌0.39% 标普下跌0.07% 第一部分 马斯克应该被监督吗？ 最近 Tesla的股价 又开始起起落落 而马斯克的政治活动 也惹来不少争议 Wall Street分析师 Dan Ives提出了三点建议 认为Tesla董事会 应该更严格地 监督马斯克 但马斯克的回应却是 你把嘴闭上 这场争论 究竟是怎么回事？ 咱们来详尽探讨一下 Dan Ives是 Wedbush的分析师 他长期看好Tesla 是Tesla的多头代表人物 他提出了以下三个建议 第一个是新薪酬计划 他认为应该给马斯克 设计一个新的薪酬计划 使他拥有25%的投票权 这么做的目的 是为了清除与 xAI合并的障碍 xAI是马斯克于 2023年创立的AI公司 目标是推动 人类科学的发现 xAI最近以330亿 ...

Group 1 - European countries exhibit a sense of "victory" over China, seeking to acquire rare earth resources while simultaneously attempting to suppress China through restrictive measures, reflecting a typical "bullying" behavior of Western nations [1] - The EU Ambassador to China emphasized the urgency of resolving Europe's rare earth needs within a month, warning that failure to do so could severely impact high-level meetings between China and the EU [3] - Despite engaging in friendly talks with China, the EU has raised tariffs on Chinese electric vehicles to 35% and restricted Chinese medical devices from entering the European market, indicating a dual strategy of maintaining a friendly facade while implementing sanctions [3] Group 2 - Western countries do not view China as an equal partner, focusing instead on the United States, which they regard as a dominant force, even at the cost of their own national interests [5] - European nations continue to criticize China for alleged military support to Russia, despite China's assurances of non-support, highlighting a contradiction in their diplomatic approach [5] - The historical context of Western imperialism in China contributes to a persistent arrogance among European nations, leading them to adopt aggressive commercial policies against China [7] Group 3 - In response to Europe's disregard for China's goodwill, China has implemented measures such as banning European companies from participating in government procurement projects exceeding 45 million RMB for medical devices and imposing a maximum anti-dumping tax of 34.9% on European cognac [7] - These actions signify China's shift from its historical position, showcasing its status as the world's second-largest economy and a military power capable of responding to European challenges [7]

A Rivian-backed startup developing small electric vehicles was valued at $1 billion in a new investment from Greenoaks Capital https://t.co/y62omMvVgl ...

大家好我是大鱼 今天的资讯 包括下面几个消息 1. 中国公司拯救 美国电池产业？ 2. Optimus项目 为啥要暂停？ 3.特斯拉生产经营 方面的消息 关注这些领域的朋友 不要错过 今天重要的内容 OK let's go 第一部分 中国公司拯救 美国电池产业？ 咱们来聊一个 超乎想像的话题 川普的政策竟然可能让 中国电池企业 来拯救美国的电池产业！ 这听起来似乎匪夷所思？ 但这就是现在 美国正在发生的事！ 大而美法案里 藏着一条让人 眼睛一亮的规定 允许中国电动车 电池制造商 在美国设立合资企业 还能拿到每千瓦时 35美元的税收优惠！ 这可是个大消息 因为它可能改变 美国电池产业的 游戏规则 但这背后有什么玄机？ 会不会让中国公司 悄悄抢走美国 市场的蛋糕？ 咱们来一探究竟！ 先说合资企业的游戏规则 这项政策的 细节是这样的 中国公司可以 和美国公司合资 最高持有40%的股份 听起来很慷慨吧？ 但有个大前提 他们用的材料 需要逐渐摆脱 对中国的依赖 具体来说 到2026年 合资企业必须有 60%的材料来自 美国或其他国家 到2030年 这比例得就要涨到85% 只要符合这些规定 税收优惠的幅度可不小 每千瓦时 ...

Core Viewpoint - Niu Technologies reported strong sales growth in the second quarter of 2025, with a total of 350,090 units sold, reflecting a significant increase compared to the previous year, driven by a focus on product development and market expansion [2][3]. Sales Performance - In the second quarter of 2025, NIU sold 350,090 units, a 36.7% increase from 256,162 units in the same period of 2024 [2]. - Sales in the China market reached 318,719 units, up from 207,552 units in 2Q 2024, while international sales were 31,371 units, down from 48,610 units [2]. - For the first half of 2025, total sales were 553,403 units, compared to 385,301 units in the first half of 2024, indicating a 43.7% year-over-year growth [2]. Product Strategy - The company focused on enhancing its key product lines, resulting in an optimized product mix that appeals to a broader consumer base [3]. - During the "618 Shopping Festival," NIU's high-end models achieved top rankings on major e-commerce platforms, reinforcing its position in China's premium market [3]. International Expansion - NIU launched a comprehensive portfolio of electric motorcycles, including off-road models, supported by an expanded distribution network, which has strengthened its global market position despite challenges in the micromobility sector [4]. Company Overview - NIU is recognized as a leading provider of smart urban mobility solutions, offering a diversified product portfolio that includes electric motorcycles, mopeds, bicycles, kick-scooters, and e-bikes [6]. - The company employs an omnichannel retail model, integrating both offline and online sales channels to enhance customer service [6].