Workflow
Autos
icon
Search documents
X @Herbert Ong
Herbert Ong· 2025-08-07 15:08
🚨 What’s next for $TSLA stock?Fundstrat sees S&P 500 hitting all-time highs soon, and @JOBhakdi says $TSLA could surge 200% in 6 months!With tax credits fading and Elon now leading sales in the US & EU, Q3 looks strong, but Q4 could be tough! https://t.co/0xFddiN06H ...
BYD: Remains Attractive Despite Disappointing Sales
Seeking Alpha· 2025-08-07 14:18
Manika is a macroeconomist with over 20 years of experience in industries including investment management, stock broking, investment banking. She also runs the profile Long Term Tips [LTT], which focuses on the generational opportunity in the green economy. Her investing group, Green Growth Giants , takes the theme a step further from LTT with a deeper dive into opportunities presented by the segment.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies menti ...
X @Tesla Owners Silicon Valley
Inside the Tesla Rome store @TeslaOwnersIT @teslaeurope https://t.co/U97MgzmYTaTesla Owners Silicon Valley (@teslaownersSV):Visited the Tesla Rome Sales & Service center @TeslaOwnersIT @teslaeurope https://t.co/9z5spXKjr0 ...
Arbe Robotics .(ARBE) - 2025 Q2 - Earnings Call Transcript
2025-08-07 13:30
Financial Data and Key Metrics Changes - Revenue for Q2 2025 totaled $300,000, down from $400,000 in Q2 2024, indicating a year-over-year decline [16] - Gross profit for Q2 2025 was negative $200,000 compared to a negative $40,000 in Q2 2024, reflecting the impact of fixed costs and revenue mix [16] - Operating loss for Q2 2025 was $11,500,000, slightly improved from a loss of $11,600,000 in Q2 2024 [17] - Net loss in Q2 2025 was $10,200,000 compared to a net loss of $11,700,000 in Q2 2024, showing a reduction in losses [18] - As of June 30, 2025, the company held $26,300,000 in cash and cash equivalents and $35,700,000 in long-term bank deposits [18] Business Line Data and Key Metrics Changes - The company received a strategic order for its chipset for large-scale data collection projects, indicating progress in partnerships with leading automotive manufacturers [7] - The collaboration with SensRUS is scaling up chip delivery, with SensRUS now delivering radars for defense applications, showcasing the technology's versatility beyond automotive markets [9] Market Data and Key Metrics Changes - The market is shifting towards high-end imaging radar solutions, with OEMs recognizing the need for advanced radar for safe, hands-free driving capabilities [7] - New regulations in China mandate advanced ADAS testing for new vehicle models, creating a significant market opportunity for the company's high-definition radar technology [13] Company Strategy and Development Direction - The company aims to secure four design wins with OEMs in the coming year, focusing on high-resolution radar technology as a key enabler for future vehicle platforms [11][19] - The company is well-positioned to capitalize on the transition to high-resolution radar, with expectations for revenue growth beginning in 2027 [14] Management's Comments on Operating Environment and Future Outlook - Management noted that while economic shifts have delayed automakers' rollout of advanced driver assistance systems, the company continues to engage closely with industry leaders [19] - The outlook for 2025 anticipates annual revenue to be between $2,000,000 and $5,000,000, with adjusted EBITDA losses expected to range from $29,000,000 to $35,000,000 [20] Other Important Information - The company has made significant progress in non-automotive applications, particularly in the defense sector, which is experiencing growing demand for cost-effective radar solutions [29][31] Q&A Session Summary Question: Inquiry about the four design wins expected in the coming year and competitive landscape - Management indicated that while the number of OEMs remains the same, the competitive environment has tightened, with a focus on high-end imaging radar solutions [24][25] Question: Can one OEM select multiple vendors for imaging radar? - Management clarified that it is unlikely for an OEM to select multiple vendors for the same application due to the need for extensive data collection and training of algorithms [26] Question: Expansion on potential non-automotive growth applications - Management highlighted the defense sector as a growing area, with demand for low-cost radar solutions, and mentioned other verticals showing traction that will be announced in the near future [30][31]
理想超充站3037座|截至25年8月7日
理想TOP2· 2025-08-07 10:53
江苏省 无锡市 无锡喜马拉雅服务公寓 为城市4C站,规格:4C × 6 微信,进群深度交流理想实际经营情况与长期基本面。不是车友群。 来源:北北自律机 5C监工机:25年08月06日星期三 理想超充 2 新增。 超充建成数:3035→3037座 基于2025年底4000+座目标 还剩963座 今年新增数进度值:57.55%→57.63% 今年剩余147天 今年时间进度值:59.73% 需每日 6.55 座,达到年底目标值 【附】2 座新增建成 江苏省 常州 常州天宁吾悦广场 为城市4C站,规格:4C × 8 ———————————————————— ...
X @外汇交易员
外汇交易员· 2025-08-07 09:13
日本政府周四将截至2026年3月的经通胀调整的GDP增长预期从1月份预测的1.2%下调至0.7%,反映出人们担心美国关税将使日本企业对资本支出更加谨慎,并拖累出口,而这两者都是日本经济增长的关键推动力。外汇交易员 (@myfxtrader):丰田将全年营业利润预估下调16%(从3.8万亿日元下调至3.2万亿日元),预计美国对进口汽车征收关税将带来1.4万亿日元(约95亿美元)的冲击,并将努力应对原材料价格上涨和日元走强。 ...
Japanese automakers Toyota and Honda take a big hit from Trump's tariffs
Business Insider· 2025-08-07 09:07
Core Insights - President Trump's tariff policy is significantly impacting Japan's auto industry, with Toyota expecting a reduction in operating income for the 2026 fiscal year by 1.4 trillion Japanese yen ($9.5 billion), which is 1.2 trillion yen higher than its initial forecast [1] - Honda reported a 50% year-over-year decline in operating profits, attributing a loss of approximately 122 billion Japanese yen to tariffs, with a potential total impact of 450 billion yen for the year [3] - A recent trade deal between the US and Japan has lowered tariffs on Japanese auto imports from 25% to 15%, providing Japanese automakers a competitive edge over American rivals like Ford and GM, who still face a 25% tariff [4] Company-Specific Insights - Toyota's operating income in North America has declined due to tariffs, with the company citing "exchange rate fluctuations and increased expenses" as contributing factors [2] - Honda has adjusted its full-year operating profit forecast upward by 40%, indicating that the impact of tariffs may be less severe than initially expected [3] - Ford's CEO expressed concerns that the trade deal gives Japanese automakers a "meaningful advantage," potentially allowing them to undercut Ford models by up to $10,000 [5]
理想i8光速改配?这次是真听劝
Hu Xiu· 2025-08-07 08:53
理想i8发布才一周就光速改配,把原来的三个版本合成了一个标准版,配置升级还降价1万,直接比原 来便宜2万。配置升级价格降,谁不说一句真香。 ...
【联合发布】重点新车上市预告(2025年8月)
乘联分会· 2025-08-07 08:40
点 击 蓝 字 关 注 我 们 本文全文共 1916 字,阅读全文约需 6 分钟 本月将有4款重磅新车上市,它们分别是 奥迪Q6L e-tron、奥迪A5L、银河A7 和 问界 M8 纯电 。 | | No. 生产厂商 | 产品 | 燃料物式 | 级别 | | 工改模 预上市时间 | 亮点 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 一汽奥迪 | Q6L e-tron | 起电 | B SUV | 新车 | 2025/08 | 基于PPE平台打造,搭载华为乾慧驾 驶辅助与宁德时代800伏电池,最高 | | | | | | | | | 续航752公里,配备五屏联动与88英 | | | | | | | | | 寸指头显示 | | 2 | 一汽奥迪 | A5L | 燃油 | B Sedan | 换代 | 2025/08 | 奥迪全新PPC豪华燃油智能平台车型 它采用奥迪最新的E3 1.2电子电气架 | | | | | | | | | 构,具备高算力、高扩展性及灵活 | | | | | | | | | 的迭代能力 | | 3 | 吉利汽车 | 银河 ...
BYD Is The Most Popular EV Everywhere But On Wall Street
Seeking Alpha· 2025-08-07 07:21
You probably don’t need me to tell you that Chinese stocks are in a rough spot. Everything that had been going on hurt the Chinese market and its reputation badly - trade war, geopolitical tensions, and the endless stream of negative press. There’sI’m passionate about finance and investing, focusing on business analysis, fundamental analysis, valuation, and long-term growth, especially in sectors like AI, fintech, finance and tech. I study finance and economy and have hands-on experience in equity research, ...