大家好我是大鱼 华尔街 又看走眼了？ 市场共识预测 特斯拉Q3 交付量仅44万 但顶级券商 Wolfe Research 却逆势喊出 惊人的47万辆！ 他们究竟 看到了什么？ 是美国税收抵免 引发的末日抢购潮 还是中国市场 新款Model YL 上市即引爆的 巨大需求？ 更关键的是 这还只是开胃菜 大家不要错过 今天的精彩内容 OK let's go 第一部分 Tesla Q3 交付量预测 就在所有人 等着看特斯拉 第三季度度 成绩单的时候 一间叫 Wolfe Research 的顶级券商 突然丢出了一份 重磅报告 直接跟市场的 主流看法对着干 这里有必要 说明一下 Wolfe算是顶级券商 范畴内的优秀 独立研究机构 以研究品质 和客户服务闻名 是行业内备受 尊敬的券商之一 现在华尔街 的普遍预测是 特斯拉Q3 大概能交个 44万5千辆车 算是中规中矩 但Wolfe 说 你们全都 太保守了！ 他们预测特斯拉 第三季的交付量 将会落在 46万5千 到47万辆之间 这数字代表什么？ 代表着将会比 第二季暴增22% 更是把华尔街 的共识数字 远远甩在身后 不只如此 他们还预计 特斯拉的每股 盈余(EPS) 会在$0 ...

China’s struggling clean-tech giants will be reliant on market forces — not policy mandates — for growth over the next decade after President Xi Jinping announced targets for renewables and electric vehicles https://t.co/pA4yNUklYM ...

Chinese EV Firm’s Stock Surges, Then Stumbles on $1 Billion Bitcoin, Ethereum and BNB Plan► https://t.co/s6cDHPdvb7 https://t.co/s6cDHPdvb7 ...

Core Insights - Juizi Holdings has authorized the use of up to $1 billion in company funds for a cryptocurrency treasury, focusing on Bitcoin, Ethereum, and BNB, with potential expansion subject to board approval [1][2] - The company has established a "Crypto Asset Risk Committee" and appointed Doug Buerger as COO to lead the treasury initiative, emphasizing a long-term investment strategy rather than short-term trading [2][3] - Following the announcement, Juizi's stock (JZXN) surged nearly 80% for the week and about 5% for the day, indicating strong market reaction [3][6] Company Strategy - Juizi Holdings views cryptocurrency assets as long-term stores of value to hedge against macroeconomic uncertainties, distancing itself from speculative trading [3] - The firm will not self-custody its acquired crypto assets, indicating a cautious approach to asset management [2] Industry Trends - There is a growing trend among firms adopting cryptocurrency reserve strategies, with notable examples including Strive Inc. merging its treasury with Semler Scientific to become a significant public Bitcoin holder [4] - Legislative movements in Kyrgyzstan and the Philippines are also indicative of a broader acceptance and institutionalization of cryptocurrency reserves [5]

Nvidia is investing in OpenAI. (Photo by Justin Sullivan/Getty Images)Getty ImagesKey TakeawaysPowell’s Cautious Remarks Shift Focus Toward Upcoming Inflation DataNvidia’s Massive AI Investments Drive Market Cap And Sector MomentumLithium Americas Surges On Potential Government Stake And EV DemandMajor market indices fell on Tuesday with the S&P 500 dropping 0.55% and Nasdaq Composite falling 0.95%. The Dow Jones Industrial Average and Russell 2000 fell by 0.19% and 0.24%, respectively. After celebrating la ...

Group 1 - Northstar Clean Technologies has developed a process to separate and recover limestone from asphalt shingles, enhancing its sustainability efforts [1] - Sunun has launched the first residential vehicle-to-grid power plant in the nation, utilizing Ford F-150 Lightning trucks to supply electricity during peak demand [2] - The pilot program expands on last year's vehicle-to-home initiative, enabling bi-directional energy dispatch and demonstrating the potential of EV batteries to stabilize the grid and reduce energy costs [3] Group 2 - Methanex is expanding its methanol bunkering services in Amsterdam and South Korea through partnerships with Tank Match, Alpha Maritime, and Huong Shipping, focusing on low-carbon marine fuel [3][4] - These expansions strengthen Methanex's global logistics network and position the company to meet the rising demand for low-carbon marine fuel amid tightening environmental regulations [4] - Star Lab Space has selected Voyager Technologies to construct the primary structure for its next-generation commercial space station, aimed at providing continuous access to low Earth orbit [4][5]

About this content About Ian Lyall Ian Lyall, a seasoned journalist and editor, brings over three decades of experience to his role as Managing Editor at Proactive. Overseeing Proactive's editorial and broadcast operations across six offices on three continents, Ian is responsible for quality control, editorial policy, and content production. He directs the creation of 50,000 pieces of real-time news, feature articles, and filmed interviews annually. Prior to Proactive, Ian helped lead the business outpu ...

Core Insights - U Power Limited has signed an initial sales agreement with Treep Mobility Group S.A.C. to accelerate the transition from fuel-powered vehicles to electric vehicles (EVs) [1] Company Overview - U Power Limited specializes in AI-powered solutions for next-generation energy grids and intelligent transportation systems [1] - The company utilizes its proprietary UOTTATM electric vehicle battery-swapping technology [1] Industry Context - The partnership with Treep Mobility Group signifies a strategic move towards enhancing EV infrastructure and promoting sustainable transportation solutions [1]

Core Insights - ANI Technologies Pvt. Ltd, the parent company of Ola, has reduced its workforce by over 50% since April 2024, with salaried employees dropping from 886 to 376, a 57% decrease [1][2] - The downsizing is attributed to the company's focus on profitability and reducing cash burn, involving role eliminations and automation [2] - Ola's market share has declined significantly, now estimated at 25-30%, down from 42-44% in FY24, while competitors Uber and Rapido have gained market share [6][8] Company Performance - In FY24, ANI Technologies reported a narrowed loss of ₹328 crore, down from ₹772 crore the previous year, despite a 5% decline in revenue to ₹2,011 crore [2] - Ola Electric, a subsidiary, has seen its shares fall by approximately 36% since its public listing in August 2024, indicating challenges in achieving profitability [9][10] Competitive Landscape - Uber currently holds around 45% market share in the Indian ride-hailing sector, while Rapido has gained over 20% market share since its launch in late 2023, primarily at Ola's expense [6][8] - The competitive dynamics have shifted, with Rapido emerging as a significant threat to both Ola and Uber, particularly in tier-2 and tier-3 cities [8] Investment and Valuation - ANI Technologies has raised a total of $3.84 billion across 25 funding rounds, with notable investors including SoftBank and Tencent [11] - Vanguard recently reduced its valuation of Ola Consumer to $1.25 billion, a significant drop from its peak valuation of $7.3 billion [3]

Group 1: Investment Moves - Berkshire Hathaway has fully exited its stake in Chinese electric vehicle maker BYD, ending a 17-year profitable investment [4] - Berkshire is now a major shareholder in Japanese trading house Mitsui [4] Group 2: Cryptocurrency Market - Bitcoin fell about 3% following the liquidation of over $1.5 billion in bullish positions, briefly pushing the overall crypto market capitalization below $4 trillion [5] - The selloff in Bitcoin particularly affected smaller tokens and sparked a decline in crypto-linked stocks [5] Group 3: H-1B Visa Changes - The Trump administration announced a new $100,000 application fee for H-1B visas, impacting the tech sector and prompting major companies to advise employees holding the visa not to leave the U.S. [6] - India accounted for 71% of H-1B visa holders in the U.S. last year, with Amazon seeing the most approvals since 2020 [7] - Jefferies analysts described the fee as a "curveball" for the Indian IT sector, predicting reduced H-1B usage and increased demand for local talent [8] Group 4: Corporate Developments - Tesla received regulatory approval to test robotaxis in Arizona [9] - META and Oracle are in discussions for a $20 billion AI cloud computing deal [9] - Pfizer is nearing a $7.3 billion takeover of weight loss drugmaker Metsera [9]