Market Strategy - Tesla's Q3 sales are predicted to be strong due to the impending end of the $7,500 electric vehicle subsidy in the US [1] - Tesla is anticipated to face a sales slump in Q4 after the subsidy ends [1] - Tesla plans to launch the Model Y L in Q4 to counteract the sales decline caused by the subsidy's expiration [1] - The Model Y L is expected to be more spacious and practical, targeting the US market [1] - Tesla aims to offset the policy change's impact on sales by introducing a new, highly anticipated vehicle [1]

#特斯拉 #馬斯克 #Musk #ModelY #Model3 #美金 #Tesla #電動車 #cybertruck #FSD #大魚聊電動 大魚聊電動X帳號： https://x.com/bfteslabuzz 點這裡訂閱我的Patreon👇 https://patreon.com/dayuliaodiandong?utm_medium=unknown&utm_source=join_link&utm_campaign=creatorshare_creator&utm_content=copyLink JOWUA熱銷單品推薦✨ 點擊加入購物車後，自動獲得95折優惠！🎉 1. 隱藏式螢幕收納基座📱🔲 https://jowua.life/nhKyw 2. 車用頭枕（兩入/一入）🚗💺 https://jowua.life/nQYkV 3. CCS2雙用行動充電器 32A/7kW + NEMA 14-50轉接器組合⚡🔌 https://jowua.life/gvWaY 4. 折疊電動滑板車LR🛴⚡ https://jowua.life/zDWdh 5. 打氣機充電組合💨🔋 https://jowua.life/ ...

Labor Relations & Union Dynamics - In Sweden, where union membership is high (90%), Tesla faced a labor dispute with a powerful union [1] - The union initiated nationwide actions, including blocking deliveries and license plates, to pressure Tesla to sign a collective agreement [1] - Despite the union's efforts, only a small number of Tesla technicians (60) participated in the strike [1] - After over 600 days, the union chairman shifted their stance, signaling a willingness to consider alternative solutions, implying a concession [1] - The dispute challenges the traditional labor-management model in Nordic countries [1] Business Strategy & Impact - Tesla, led by Musk, refused to adhere to the standard union practices, such as signing collective agreements [1] - Tesla's approach has broader implications beyond the company, potentially disrupting the century-old labor relations model in Northern Europe [1] - The situation raises questions about the value of union representation when employer-provided benefits exceed union standards [1]

你敢不敢 用41億美金 賭馬斯克輸呢？ 我反正是不敢 但有人敢！ 日本的金融集團 「三菱日聯」 他們在 倫敦的團隊 就砸下這筆 天文數字 豪賭特斯拉 股價崩盤！ 但就在他們 下注的同時 華爾街的聰明錢 JP Morgan 反手連續 三季加碼 持股衝破了 150億美金！ 一邊是瘋狂做空 一邊是拼命做多 這到底是為什麼？ 馬斯克本人 剛剛在X上 對著這群空頭 撂下狠話： FSD 全自動駕駛 大規模實現之前 你們如果 再不滾蛋. 最終 將被「消滅」！ 他用了「消滅」 這個詞！ 這根本不是 商業談判 這是戰爭宣言！ 這場對賭的核心 已經不是股價了 而是特斯拉 的靈魂！ 空頭們賭 FSD會失敗 特斯拉 終究只是一家 比較酷的車廠 但馬斯克賭的是 FSD一定成功 特斯拉的每台車 都會變成印鈔機 它將進化成一個 無可匹敵的 AI 機器人帝國！ 這是一場決定 未來的世紀豪賭 一邊是 掌控全球 資本的金融巨鱷 一邊是 誓言帶人類 上火星的科技狂人 你站哪邊呢？. ...

#特斯拉 #馬斯克 #Musk #ModelY #Model3 #美金 #Tesla #電動車 #cybertruck #FSD #大魚聊電動 大魚聊電動X帳號： https://x.com/bfteslabuzz 點這裡訂閱我的Patreon👇 https://patreon.com/dayuliaodiandong?utm_medium=unknown&utm_source=join_link&utm_campaign=creatorshare_creator&utm_content=copyLink JOWUA熱銷單品推薦✨ 點擊加入購物車後，自動獲得95折優惠！🎉 1. 隱藏式螢幕收納基座📱🔲 https://jowua.life/nhKyw 2. 車用頭枕（兩入/一入）🚗💺 https://jowua.life/nQYkV 3. CCS2雙用行動充電器 32A/7kW + NEMA 14-50轉接器組合⚡🔌 https://jowua.life/gvWaY 4. 折疊電動滑板車LR🛴⚡ https://jowua.life/zDWdh 5. 打氣機充電組合💨🔋 https://jowua.life/ ...

Core Insights - The report highlights a stabilization in the US stock market, with investors taking advantage of lower prices, leading to a recovery in major indices [9][11] - The focus of the market has shifted towards corporate earnings and trade agreements, indicating a potential for future growth [9][11] - The report notes a significant outflow of capital from Hong Kong stocks, with net outflows reaching HKD 18.09 billion, the highest since May 12 [9][11] Market Overview - The Hang Seng Index closed at 24,733.45, up 225.64 points or 0.92%, while the Hang Seng Tech Index rose by 1.55% [15][17] - The Dow Jones Industrial Average increased by 585.06 points or 1.34%, recovering losses from previous weeks [11][15] - Notable stock performances included Tesla and Microsoft, both rising by 2.2%, while Amazon saw a decline of 1.4% [11][15] Economic Data - US factory orders decreased by 4.8% in June, marking the largest drop since 2020, aligning with expectations [11] - The report anticipates upcoming economic data releases, including the Purchasing Managers' Index for Hong Kong and China, and the Producer Price Index for the Eurozone [21] Company Recommendations - The report recommends buying shares of WuXi AppTec (2126), a leader in CAR-T cell therapy in China, with a target price of HKD 6.44 [22] - It also highlights The Southern Company (SO) for its stable cash flow and projected growth in electricity demand, making it a strong investment choice [24] - The Allstate Corporation (ALL) reported a revenue increase of 5.85% to USD 16.633 billion, with earnings per share rising significantly, indicating strong performance [25]

大家好我是大魚 今天的資訊 包括下面幾個消息 1. 摩根士丹利最新報告 2. 特斯拉為何押寶比特幣？ 關注這些領域的朋友 不要錯過 今天重要的內容 OK let‘s go 第一部分 摩根士丹利最新報告 摩根士丹利在最新報告中 預計自駕車市場 到2030年將 攀升至2000億美元 這個數字不僅龐大 背後代表的是一場 汽車行業與人工智慧 結合的革命！ 現在Level 2及以上 自動駕駛車輛的銷售 僅佔全球銷量8% 但十年後將飆升至28% 意味著每3輛車中 就有超過1輛具備高級 自動駕駛能力 這將徹底改變 我們開車的方式 摩根士丹利的 分析師團隊 包含提姆蕭Tim Hsiao 和Adam Jonas 他們認為這波浪潮的 競爭焦點不只是 誰做出最酷的自駕科技 而是誰擁有更多的 AI計算能力 和數據主導權 雖然中國目前憑藉 龐大的電動車用戶基數 和降低技術成本 搶得一定先機 但硅谷的科技巨頭 和德國三大車廠 掌控的AI運算實力 以及龐大數據庫 將成為他們 反攻的秘密武器 更驚人的是 到了2035年 智能駕駛相關業務 的市場規模可能 進一步擴大到3000億 至4000億美元 增長速度真的是 讓人眼花繚亂 這不僅是汽車行業 ...

內容簡介： 🔹【投資市場大震撼】2025年6月，中國稀土磁鐵出口暴增660%，卻只達正常供應量一半！🌍 中國悄悄發放稀土配額，卻以國家安全為由封鎖數據，電動車產業正面臨什麼危機？⚡ 深入剖析稀土市場的控制與影響，帶你看清全球供應鏈的暗潮洶湧！📊 🔹【Tesla股價真相】Tesla股價飆至329.65美元，市盈率高達181.44，真被高估了嗎？🚗 單看市盈率遠不夠！我們用DCF模型預測2035年，Tesla汽車、Robotaxi到Optimus機器人，估值可能達238萬億美元！💰 想知道這背後的投資邏輯？快來一探究竟！📈 🔹【川普vs馬斯克】川普揚言終止SpaceX數十億美元合約，背後恩怨何來？📰 從馬斯克批評川普經濟政策到SpaceX的NASA關鍵角色，這場風波如何影響美國太空霸權？🚀 馬斯克更意外表態，力挺川普喊冤假新聞！真相到底如何？🔍 🔹【不容錯過的財經科技熱點】我是大魚，帶你掌握投資與科技的最新動態！🔔 點讚、訂閱、留言，和我一起探索財經與未來的無限可能！💡 你的支持是我最大的動力！🙌 #特斯拉 #馬斯克 #Musk #美金 #Tesla #電動車 #Cybertruck #fsd #大魚聊電動 #稀 ...

Market Overview - The Hang Seng Index is facing resistance at 24,700 points, with a forecasted P/E ratio of 11 times for the next 12 months [2] - The recent US-China trade talks have led to a reduction in tariffs, with US tariffs on Chinese imports dropping from 145% to 30%, and Chinese tariffs on US imports decreasing from 125% to 10% for a 90-day period [2] - The inflow of capital from mainland China has slowed, and there is limited improvement in corporate earnings [2] Sector Focus - The tourism sector is expected to see increased activity as cross-border travel volumes rise, indicating a potential peak in summer tourism [8] - Brokerage stocks are also highlighted, with the Shanghai Composite Index surpassing 3,500 points, continuing the trend of A+H share listings [8] Corporate News - WeLab (9887) is starting its IPO today, aiming to raise up to 1.1 billion HKD [5] - The Hong Kong Stock Exchange (0388) is discussing shortening the settlement cycle for the cash market [5] - Dechang Electric (0179) reported a 2% decline in revenue last quarter and plans to expand into humanoid robotics [5] - Xtep International (1368) experienced low single-digit growth in mainland sales for the second quarter [5] - The Fourth Paradigm (6682) is raising over 1.3 billion HKD through an 8.9% discounted placement [5] Macroeconomic Focus - The People's Bank of China conducted a 520.1 billion RMB reverse repo operation, maintaining a rate of 1.4% [10] - The State Council is implementing policies to strengthen domestic circulation and regulate competition in the new energy vehicle industry [10] - The National Energy Administration reported that the national power load reached a historical high of 1.506 billion kilowatts, an increase of 55 million kilowatts from last year [10] - The Chinese Ministry of Finance issued 6 billion RMB in bonds in Macau, with a total subscription amount of 36.52 billion RMB, indicating strong investor interest [10] International Market Outlook - The US Federal Reserve maintained interest rates, with expectations of two rate cuts totaling 0.5% this year [6] - The Beige Book indicated a neutral to slightly pessimistic outlook for the US economy, with most regions experiencing stable or slightly declining economic activity [11] - The US consumer price index rose faster than expected, reflecting inflationary pressures from tariffs [11]

內容簡介： 🔹 特斯拉股票新高峰！🚀 特斯拉股價穩步上揚，Benchmark將目標價上調至475美元，力挺「買入」評級！德州奧斯汀的Robotaxi試運行開啟，雖然僅10-20輛車，謹慎策略卻贏得市場信心！新法規即將上路，助特斯拉擴展自動駕駛版圖，2025年首選股非它莫屬！想知道特斯拉的未來潛力？快來看看！📈 🔹 馬斯克心腹離職震驚業界！😱 特斯拉元老級高管Omead Afshar突然離職，背後原因成謎！從Model 3「生產地獄」到奧斯汀工廠建設，他是馬斯克的左膀右臂。如今高層頻繁變動，特斯拉轉型AI與自動駕駛的關鍵時刻，誰將接棒？朱晓彤能否穩住大局？精彩分析別錯過！🔍 🔹 小米YU7挑戰Model Y！⚡️ 小米YU7上市3分鐘狂收20萬訂單，定價比Model Y便宜1萬，續航835公里完勝！搭載HyperVision智慧駕駛與Nvidia Thor芯片，科技感爆棚！雷軍自信無內耗，SU7與YU7如何共存？這場電動車大戰誰將勝出？快來評論你的看法！🚗 🔹 想掌握最新財經與科技動態？🔔 從特斯拉的自動駕駛布局到小米電動車的崛起，這集影片帶你直擊市場熱點！點讚、訂閱大魚頻道，獲取更多即時資訊！你的支持是我最大 ...