美国消费者团体敦促国会放弃共和党提出的电动车税收提案。 ...

大家好我是大鱼 今天的资讯 包括下面几个消息 1. 马斯克发文 后悔批评川普 2. 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： 马斯克发文后悔批评 川普马斯克 刚刚在X平台上 发布了一则 令人震惊的贴文 表示他后悔上周 针对美国总统川普 的部分言论 承认这些言论太过火了 这则发文 迅速引发热议 这一事件不仅让 科技圈和政治圈震动 也让我们得以一窥 这位亿万富豪的 内心世界 以及他对美国经济 现状的深切忧虑 整个事情的发展过程 我就不再重复了 想了解更多细节的朋友 可以点左上角链接 马斯克对川普 大而美法案的 指责都在情理之中 但他说过的两段话 成为事件升级的导火索 先铺垫一下 下面的分析并不是指责 而是通过复盘 让大家有更清晰的理解 第一个问题是居功自傲 认为没我马斯克 你川普当总统有难度 即便马斯克的巨额捐助 起到了很大作用 也不能就断言 这就是唯一的因素 毕竟总统是 美国人民选出来的 马斯克的作用自己不说 大家也都知道举足轻重 但拿出来指责 川普忘恩负义 就属于撕破脸说的话了 更令人震惊的是 马斯克还暗示政府隐瞒了 川普与爱泼斯坦的关联 声 ...

Group 1 - Didi Enterprise Edition launched an "AI + one-stop" business travel solution to address industry pain points such as fragmented travel processes and cost control [1] - The solution aims to enhance travel efficiency and provide a unified management experience through technology [1] - The new product includes an AI travel assistant and management assistant, currently in internal testing [1] Group 2 - Baidu launched the industry's first "AI camera" that integrates input, processing, and output capabilities, enhancing the functionality of Baidu Cloud and Baidu Wenku [2][3] - Baidu Wenku's AI monthly active users (MAU) reached 97 million, while Baidu Cloud's MAU exceeded 150 million [3] Group 3 - Tencent Music announced a $1.26 billion acquisition of Ximalaya, with Ximalaya maintaining brand and operational independence [5] - The acquisition aims to respond to industry changes and enhance user experience and creator benefits [5] Group 4 - IBM plans to develop a large-scale fault-tolerant quantum computer by 2029, marking a significant step in quantum computing technology [7] Group 5 - The Chinese government issued guidelines to support the development of unmanned aerial vehicle management systems in Shenzhen, promoting innovation in emerging industries [8] Group 6 - Douyin refuted claims of a 90% return rate in its e-commerce sector, attributing the misinformation to coordinated attacks on social media [9] Group 7 - Gemdale Group reported a 51.92% year-on-year decline in signed area for May, totaling 238,000 square meters, and a 52.07% decline in signed amount to 3.12 billion yuan [10][11] Group 8 - Tenpay's registered capital increased to 22.3 billion yuan, reflecting regulatory support for its development and commitment to enhancing payment services [12] Group 9 - Beizhi Technology and Xingdong Jiyuan reached a strategic cooperation agreement to develop humanoid robots for smart logistics applications [13] Group 10 - Meituan's CEO expressed opposition to unhealthy competition in the food delivery industry, emphasizing the importance of sustainable competition [14][15] Group 11 - 51Talk reported a 93.1% year-on-year increase in net revenue for Q1, reaching $18.2 million, while reducing net losses [16] Group 12 - VinFast's Q1 electric vehicle deliveries surged by 296% year-on-year, with total revenue of approximately $6.57 million, despite a net loss of about $7.12 million [17] Group 13 - TSMC's May revenue increased by 39.6% year-on-year, totaling approximately NT$320.52 billion, while cumulative revenue for the first five months rose by 42.6% [18]

Core Viewpoint - Xiaomi's SU7 Ultra production model has set a new record for the fastest production electric vehicle at the Nürburgring racetrack, achieving a time of 7 minutes and 4.957 seconds, surpassing previous records held by other major brands [1][3][5]. Group 1 - The Nürburgring racetrack is recognized as a pinnacle stage for automotive technology and strength, where various automakers continuously strive to break records in the production electric vehicle segment [3]. - Prior to the Xiaomi SU7 Ultra, the fastest production electric vehicle record was held by the Porsche Taycan Turbo GT, which achieved a time of 7 minutes and 7.55 seconds in 2023 [3][8]. - The Xiaomi SU7 Ultra's record-setting performance was achieved with a track-specific package, indicating the vehicle's advanced technology and capabilities [5][3]. Group 2 - Historical records of electric vehicles at the Nürburgring include: - Porsche Taycan Turbo in August 2019 with a time of 7 minutes and 42 seconds - Tesla Model S Plaid in September 2021 with a time of 7 minutes and 35.579 seconds - Porsche Taycan Turbo S in April 2022 with a time of 7 minutes and 33.35 seconds - Porsche Taycan Turbo GT in September 2023 with a time of 7 minutes and 7.55 seconds [8]. - The achievement of the Xiaomi SU7 Ultra is seen as a significant milestone for the company, reflecting its potential for further breakthroughs in the automotive industry [7].

Group 1: Beverage Industry Insights - The beverage industry is expected to experience a peak season with concentrated catalysts in the short term, alongside accelerated product launches throughout the year, aligning with the trends of health consciousness and value-for-money [3] - Recommended investment strategies include focusing on high-quality leaders such as Nongfu Spring, Dongpeng Beverage, and Uni-President China, as well as targets with high safety margins and improvement potential like China Resources Beverage, Liziyuan, Chengde Lulule, Huanyoujia, Junyao Health, and Chongqing Beer [3] Group 2: Imaging Equipment Sector - The report highlights Ying Shi Innovation (688775.SH) as a leader in smart imaging devices, emphasizing its focus on panoramic and action cameras, with a robust technological framework including stabilization and AI image processing [4] - The company's revenue grew from 1.328 billion in 2021 to 5.574 billion in 2024, with a CAGR of 61.31%, while its net profit increased from 252 million to 946 million during the same period, achieving a CAGR of 55.42% [4] Group 3: Automotive Sector - Yadi Holdings (01585.HK) is positioned to benefit from policy-driven demand recovery, with expectations for a return to rapid growth in the industry due to trade-in programs and new national standards [7] - The company is projected to achieve net profits of 2.93 billion, 3.55 billion, and 4.11 billion from 2025 to 2027, with corresponding PE ratios of 12.1, 10.0, and 8.6, respectively, and has been rated as a "buy" [7] Group 4: Computing Sector - The report discusses the strategic merger between Haiguang Information and Zhongke Shuguang, which is expected to reshape the domestic computing power ecosystem, with a focus on the server sector [8] - Key players to watch in the computing power ecosystem include Zhongke Shuguang, Haiguang Information, Inspur Information, and others [8]

数据显示，今年以来，涵盖腾讯、小米、百度、阿里等科技巨头的香港恒生科技指数已累计上涨近 22%。值得注意的是，摩根士丹利在中期展望交流中发现，多数全球投资者对逐步增持中国资产表示出 极大的兴趣。 【环球时报报道 记者 丁雅栀】美国摩根士丹利、瑞士瑞银等国际投行近期发布的分析报告显示，尽管 中国宏观经济仍面临挑战，但人工智能（AI）、电动车等领域的突破正在推动全球资本重新评估中国 科技产业的长期价值。 目前摩根士丹利对中国股票维持"低配"评级，但其最新报告承认，全球投资者正寻求投资组合多元化， 担心错失中国的技术进步。近期中国AI等领域的突破正促使他们思考"相比同时投资两个竞争体系，单 选某一体系是否明智"。 据香港《南华早报》9日报道，摩根士丹利中国股票策略师王滢在报告中指出，中国人工智能初创企业 深度求索（DeepSeek）的出现、中国电动车及人形机器人公司的发展是这一现象的关键推手。今年 初，DeepSeek推出性能强大且高性价比的大语言模型，进一步点燃全球对中国科技板块的兴趣。 据香港《明报》10日报道，瑞银表示，在基本面改善、现有及潜在政策支持，以及人工智能的长期增长 前景推动下，中国科技股具有进一步 ...

Group 1 - Jinzhai Food's innovative upgraded products have entered the Pang Donglai system, with good sales performance reported [1] - Meta's CEO Mark Zuckerberg is forming a new AI team aimed at achieving Artificial General Intelligence (AGI) and plans to invest over $10 billion in Scale AI [2] - TianKang Bio reported a 19.95% year-on-year decline in pig sales revenue for May, totaling 345 million yuan, with a sales volume of 229,700 pigs [3] Group 2 - Trina Solar's Chairman Gao Jifan stated that the proportion of solution business will increase to over 50% in the next two to three years [3] - SpaceX's revenue is projected to reach $15.5 billion this year, according to Elon Musk [4] - VinFast reported a 296% year-on-year increase in electric vehicle deliveries in Q1, totaling 36,330 vehicles, with a net loss of approximately $712 million [4] Group 3 - Bubble Mart has registered dozens of trademarks related to the "labubu" series, covering various categories including education and entertainment [4] - Hangzhou Oxygen Yiju Environmental Technology Co., Ltd. completed a Series A financing round of 50 million yuan, aimed at developing negative oxygen ion release technology [6] - "Bo Te Ding Dong" completed a 20 million yuan angel round financing, focusing on optimizing AI routing algorithms and expanding market coverage [7] Group 4 - "Longxing Hangdian" successfully completed a Series A++ financing round of 100 million yuan, with participation from various investment institutions [8] - "Photon Leap" announced the completion of a 100 million yuan angel round financing, focusing on AI imaging algorithm development [9] - Meituan launched its first AI Coding Agent product, NoCode, aimed at simplifying programming tasks [10]

21世纪经济报道特约撰稿娄世艳王应贵 据新华社报道，特朗普6月5日在社交媒体上写道："要在预算中节省数十亿美元最简单的方法就是终止马斯克的政府补贴和合同。"受此影响，加上公 司在欧洲和美国销售大幅滑坡，特斯拉股价由479.86美元(2024年12月17日收盘价)跌至如今的308.58美元(9日周一收盘价)。离开政府补贴，特斯拉电 动车制造与销售是否会遭遇下滑？ 为了促进绿色发展，许多国家政府对购买新能源汽车给予了财政补贴。然而，电动车所代表的理念是否为广大消费者所接受？电动车是否最终能全部 替代燃油车？ 当前世界电动车消费市场发展并不平衡。最近几年，全球电动车销售不断创历史新高，2024年销量超过1700万台。其中，欧洲电动车销售占比超过 20%，美国占比则低于10%。中国等新兴市场国家发展势头最猛，电动车在汽车销售市场的份额超过20%，中国公路上每10辆车中必有一辆电动车。 同时，亚洲、非洲和拉美的新兴市场经济体成为电动车销售的增长中心，泰国、越南、埃及、摩洛哥和巴西电动车市场发展速度惊人。欧美电动车政 策差异较大 欧洲制定的环境标准较为严格，有利于电动车市场的发展，但随着购(新能源)车补贴减少，市场呈现停 ...

Group 1 - The article discusses the political dynamics between federal authorities and California, highlighting tensions due to immigration enforcement actions in Los Angeles County [7] - Elon Musk's recent social media activity shows his alignment with Trump against California's Governor Newsom, indicating a shift in political alliances [10][12] - The article suggests that Musk and Trump initially united against a common enemy, the Democratic Party, but their political differences have become more apparent over time [15][17] Group 2 - Musk's approach to budget cuts contrasts with Trump's more moderate stance on spending, particularly regarding support for the electric vehicle industry [18][19] - The "Big and Beautiful" bill, which aims to reduce taxes rather than cut spending, is acknowledged to increase the overall debt burden, reflecting a compromise in fiscal policy [20] - The article notes that Musk's political maneuvers have not garnered the expected support, leading to a decline in his standing among neutral observers, while Trump's image has improved [21][24]

Group 1 - The global electric vehicle (EV) market is experiencing significant growth, with April 2025 pure EV sales increasing by 38% year-on-year to 1.0797 million units, driven largely by the Chinese market which contributed over 60% of the total sales and saw a growth rate of 51% [1][3] - Morgan Stanley's report highlights a fundamental restructuring of the industry, indicating that the global EV market is entering a "China-dominated era," with Chinese brands showing clear advantages in technological innovation and cost control [3] - In April, BYD and Geely ranked as the top two global EV manufacturers, while Tesla fell to fourth place, with its global market share declining from 10.7% to 7.9% year-on-year [3] Group 2 - In terms of regional performance, China's EV sales reached 662,500 units, a substantial increase of 51%, with market penetration rising from 22.4% to 30.2%. In contrast, the European market saw sales of 214,300 units, up 30%, while the U.S. market experienced a decline, with sales of 95,400 units, down 4% [3] - The sales ranking among EV manufacturers changed significantly in April, with BYD leading at 181,000 units and a 17% market share, followed by Geely at 100,800 units and a 9% market share. Tesla's sales dropped to 84,800 units, a 17% year-on-year decrease, and its market share in the U.S. fell from 46.0% to 41.0% [3][4] - The top-selling model was Tesla's Model Y with 57,200 units sold, followed by BYD's Seagull/Dolphin Mini with 37,800 units. The global battery deployment reached 66,800 MWh, a 32% increase year-on-year, with lithium iron phosphate (LFP) batteries' share rising from 35% to 44% [4]