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X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-08-07 06:20
Tesla is a car company they tell me.This is inside Cortex the most powerful computer ever made.https://t.co/jMw1FjX2jQ ...
车祸敢删数据?特斯拉还是没长记性
Hu Xiu· 2025-08-07 06:16
Core Viewpoint - Tesla has been fined $240 million in the U.S. due to data deletion and accidents involving autonomous driving, and similar issues are emerging in China, raising concerns about trust among Tesla owners [1] Group 1 - Tesla faces significant penalties for data management and safety issues, indicating regulatory scrutiny [1] - The company's reputation is at risk as public trust may diminish due to repeated incidents [1] - There are voices defending Tesla, suggesting a divide in public perception influenced by capital interests [1]
Toyota(TM) - 2026 Q1 - Earnings Call Presentation
2025-08-07 06:00
FY2026 Forecast Revision - Toyota revised its FY2026 operating income forecast downward by 06 trillion yen, from 38 trillion yen to 32 trillion yen [5] - The impact of US tariffs is estimated to be 14 trillion yen, a downward revision from the previous forecast of 12 trillion yen [5] - Consolidated vehicle sales forecasts remain unchanged at 98 million units [35] FY2026 First Quarter Performance - Operating income for the first quarter of FY2026 was 11661 billion yen, a decrease of 1423 billion yen year-on-year [15] - Net income attributable to Toyota Motor Corporation decreased by 4920 billion yen to 8413 billion yen [15] - Total retail vehicle sales increased by 73% year-on-year, reaching 2829 thousand units [11] Sales Performance - Toyota and Lexus vehicle sales increased by 61% year-on-year, reaching 2643 thousand units [11] - Electrified vehicle sales increased by 171% year-on-year, reaching 1259 thousand units, representing 476% of total retail vehicle sales [11] - Consolidated vehicle sales increased by 71% year-on-year to 2411 thousand units [13] Financial Analysis - Sales revenues increased by 4154 billion yen to 122533 billion yen [15] - The operating income margin decreased from 111% to 95% [15] - The analysis of consolidated operating income indicates a negative impact of 4500 billion yen due to tariffs [19] Regional Performance - In North America, vehicle sales increased by 142% [22] - In Asia, vehicle sales increased by 127% [22] - China Business operating income of consolidated subsidiaries increased by 104 billion yen [27] Financial Forecasts - Sales Revenues are forecasted to be 485 trillion yen [38] - Net Income Attributable to Toyota Motor Corporation is forecasted to be 266 trillion yen [38]
X @Bloomberg
Bloomberg· 2025-08-07 05:34
Toyota Motor lowers its annual guidance as the carmaker warned of a $9.5 billion hit to operating income from US tariffs on imported cars https://t.co/zwq0QgEntf ...
Toyota Motor June-quarter profit beats estimates — but drops 11% as U.S. tariffs bite
CNBC· 2025-08-07 05:16
Core Insights - Toyota Motor reported higher-than-expected operating profit for the June quarter despite facing challenges from U.S. tariffs [1] - The company's operating profit dropped 11% year-on-year, marking the third consecutive quarterly decline [1] - Net income attributable to Toyota fell 37% to 841.3 billion yen [2] Financial Performance - Revenue for the quarter was 12.25 trillion yen, slightly above the estimate of 12.19 trillion yen [4] - Operating profit was reported at 1.17 trillion yen, significantly higher than the expected 881.41 billion yen [4] Market Dynamics - Strong global demand was noted, with record worldwide sales reported in the first half of the year [2] - Japanese carmakers, including Toyota, have been reducing prices to maintain market share in the U.S. following the implementation of a 25% tariff on imported vehicles [2] - In June, the value of Japan's car exports to the U.S. fell by 25.3% year-on-year, although export volumes increased by 4.6% [3] Trade Relations - A new trade deal announced by President Trump is expected to reduce tariffs on Japanese vehicles to 15%, although the timeline for this change is unclear [3] - Auto exports to the U.S. are crucial for Japan's economy, accounting for approximately 24% of its global auto shipments in 2024 [3]
奇瑞“加班”话题再引发围观!董事长下令了?
Sou Hu Cai Jing· 2025-08-07 04:19
本文自南都·湾财社 采写 | 南都·湾财社记者 梁罗喆 编辑 | 柴华 奇瑞"加班"话题又引发围观。所不同的是,这次被曝出是掌门人尹同跃亲自下令,要改变员工周六加班现状。不过,南都·湾财社记者向奇瑞汽车方面求 证,截至发稿时未获回应。 周六不得加班,奇瑞内部发文要精简会议? 最近,奇瑞被曝对内部管理及员工加班问题有重大改变。 有消息称,奇瑞汽车内部发文要求精简会议、提升效率,提出公司级会议精简30%,参会人员精简30%。据悉,在7月下旬的年中干部大会上,奇瑞汽车 董事长尹同跃表示,过去奇瑞依赖"人海战术和疲劳战术",忽视员工时间价值,管理方式"非常不人性化",他对此深表歉意。同时,提出新要求,今后周 六不要组织会议,让异地员工能周末回家,强调"杜绝把员工的时间不当时间"。 而在近日,奇瑞内部也发文指出,在会议组织上,要求公司专业性会议由高频降为低频,原月度会议改为季度召开,原周度会议改为月度召开,提倡现场 口头汇报。汇报人自己起草材料,不得安排下属代工。在会议精简上,公司级会议精简30%,参会人员精简30%,各一级单位组织的会议数量精简不低于 30%。 不过,就此次的"不加班"一事,湾财社记者联系向奇瑞汽车方 ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-08-07 03:43
I visited the original Tesla Rome Sales & Service center.It’s be consolidated into a new location. https://t.co/9YfRNxaNAaTesla Owners Silicon Valley (@teslaownersSV):Visited the Tesla Rome Sales & Service center @TeslaOwnersIT @teslaeurope https://t.co/9z5spXKjr0 ...
Tesla's Q2 Doesn't Tell The Full Story, Reiterate Strong Buy
Seeking Alpha· 2025-08-07 03:40
Group 1 - The article suggests that despite negative coverage surrounding Tesla's Q2 report, there are significant takeaways indicating potential for future stock price appreciation [1] - A notable point is the $3 billion decline mentioned, which may have implications for the company's financial health and market perception [1] Group 2 - The author expresses a keen interest in studying market dynamics, company growth, and long-term investment value, indicating a focus on fundamental analysis [1]
车主反馈网络上有组织攻击理想,理想汽车:已采取法律行动追究责任
Mei Ri Jing Ji Xin Wen· 2025-08-07 03:00
Core Viewpoint - Recent organized malicious attacks against Li Auto and its owners have been identified, with evidence of a coordinated effort to discredit the brand and its customers [1][3][4] Group 1: Malicious Activities - Numerous instances of Li Auto owners engaging in improper driving behaviors have been reported, leading to public outcry [1] - A screenshot from a chat group revealed a scheme where individuals were paid to document and report on Li Auto owners' misconduct, with payments of 5 yuan per image and 1.5 yuan per comment [2] - Li Auto has confirmed the existence of organized accounts and marketing entities that continuously post false content across various platforms, indicating a high frequency of posts even during late hours [3] Group 2: Company Response - Li Auto has received extensive feedback from its owners regarding these organized attacks and is taking immediate action to protect their rights [2][4] - The company has collected evidence of these malicious activities and is pursuing legal action through platform complaints, civil lawsuits, and criminal reports [3][4] - Li Auto encourages affected owners to provide additional information to assist in reporting the malicious content and emphasizes its commitment to defending their rights [4]
如何看待新P7?
数说新能源· 2025-08-07 03:00
Core Viewpoint - The Next P7 was unveiled with features such as dual-chamber suspension, Ultra (Turing chip) intelligent driving, and a maximum range of 820 km. The pricing will be announced at the end of August, with a formal launch to follow [1]. Group 1: Product Features - The Next P7 has dimensions of 5017*1970*1427 mm, making it longer and wider than the current P7, but lower in height. The design emphasizes a futuristic feel rather than luxury [1]. - The vehicle features a dual-motor version that can accelerate from 0 to 100 km/h in 3.9 seconds [1]. Group 2: Design Perspective - The design of The Next P7 is described as original and futuristic, aiming to inherit the low stance and overall proportions of the previous model while innovating on its appearance. The design reflects the brand's attitude of being bold and different [1]. Group 3: Sales Outlook - The sales performance of The Next P7 will largely depend on its pricing, which is expected to be in the range of 250,000 to 300,000 yuan. The pre-sale has started, but the price has not yet been disclosed. Monthly sales are projected to reach 3,000 to 4,000 units [1].