BREAKING: NEW @Cybertruck for $59,990!!!Tesla just dropped the price!Dual Motor All-Wheel Drive• Bed with motorized tonneau cover• Bed Outlets (2-120v, 1-240v)• Coil spring with adaptive damping• Durable textile interior https://t.co/koPXo2Rpka ...

Group 1 - Toyota's stock price declined by 3% [1]

| 20/08/2025 | 斑馬網絡技術股份有限公司 | | --- | --- | | | 03/09/2025 整體協調人公告 - 委任（經修訂） EF | | | 20/08/2025 申請版本（第一次呈交） 全文檔案 [四] 多檔案 > | | | 前提交文件: | | | 20/08/2025 警體協調人公告 - 委任 PDF | 根据灼识咨询的资料，按2024年收入计算，斑马智行是中国最大的以软件为核心的智能座舱解决方案供应商，同时根据同一资料来源，按解决方案搭载量计 算亦排名第一。公司是中国仅有的两家完全自研汽车操作系统的第三方供应商之一，也是唯一一家将智能汽车体验的三大核心支柱-系统级操作系统解决方 案、AI全栈端到端解决方案和汽车平台服务-无缝整合从而提供差异化座舱解决方案商业模式。 智通财经APP获悉，斑马网络技术股份有限公司(简称：斑马智行)于2025年8月20日所递交的港股招股书满6个月，于2026年2月20日失效，递表时德意志银 行、中金公司、国泰君安国际为联席保荐人。 ...

作为全国唯一集齐新能源汽车换电、双智、产业链供应链体系、车路云一体化、车网互动五大国家级试 点的城市，合肥以"试点叠加"的制度优势，稳居中国新能源汽车产业第一阵营。2024年，合肥新能源汽 车产量达137.6万辆、同比增长84.5%，产业链产值2600亿元；2025年势能延续，前11个月新能源汽车产 量达124.6万辆，问鼎全国城市第一。 产业格局上，合肥已形成"整车—零部件—市场"三位一体布局，汇聚多品牌生产基地，并培育引进500 余家核心零部件企业，构建外资、民营新势力与自主品牌并行的产业矩阵，增强供应链韧性与协同效 率。空间载体方面，新桥片区、经开区等平台加速抬升，围绕"车能路云""车芯屏智"推进关键项目落 地；肥西以高端车型快速量产为抓手，形成"整车引领、链式协同"的县域支点。 同时，合肥注重"产业+市场"政策双轮发力：一方面通过消费券、以旧换新等政策直接带动汽车消费超 173亿元；另一方面在车辆注册查验等环节先行先试，降低交易与使用门槛，持续激活市场。与此同 时，合肥以50余家新型研发机构为底座，推动"人工智能+"赋能智能座舱，推进安徽省汽车芯片联盟协 同验证，为产业链堵点破解与技术迭代提供支撑，加 ...

Core Insights - The rise of private credit as a popular asset class among institutional investors post-pandemic has led to significant financial activity, but it carries inherent risks that are becoming increasingly apparent [1][2] - The lack of regulatory oversight for "shadow banks" has resulted in riskier lending practices, contributing to notable failures in sectors like the auto industry, with non-bank lenders losing over $1 billion due to these failures [2] - Despite the risks, many non-bank lenders raised substantial follow-on funding, indicating a belief that the potential returns outweigh the risks, although this perception is being challenged by recent events [3] Company-Specific Developments - Blue Owl Capital Corp II, a private credit investment vehicle focused on US middle-market companies, has permanently restricted withdrawals after facing over $150 million in redemption requests [4][5] - Allegations of misleading investors regarding the risks associated with its asset base have surfaced, leading to shareholder backlash against a proposed roll-up into a larger fund that would have resulted in a 20% loss for investors [5] - In response to rising redemption requests and fears related to AI's impact on businesses, Blue Owl is pursuing a full liquidation of the fund, having already sold $600 million in assets, approximately 30% of the fund's worth [6][7]

Core Viewpoint - Tesla, Inc. is evaluated through a DCF model, revealing a significant gap between its current market price and intrinsic value, indicating potential overvaluation based on conservative cash flow assumptions [1][6]. Company Profile - Tesla operates as a vertically integrated company in electric vehicles, energy storage, and clean technology, with revenue streams from vehicle sales, regulatory credits, energy solutions, and software upgrades [2]. - The company’s asset base includes manufacturing scale, proprietary battery technology, AI-driven autonomy, and a robust charging infrastructure [3]. DCF Analysis - Key inputs for the DCF model include a discount rate of 10%, a terminal growth rate of 3%, and a WACC of 10% [4]. - Forecasted free cash flows (FCFs) from 2025 to 2029 are projected to grow from $6.5 billion to $10.5 billion, with a total present value of FCFs calculated at $31.5 billion [4]. - The terminal value, calculated using a perpetuity growth model, is estimated at $154.5 billion, leading to a present value of the terminal value of $95.9 billion [4]. Enterprise Value Calculation - The enterprise value of Tesla is determined to be $127.4 billion, factoring in the present value of FCFs and terminal value [5]. - With a net cash position of approximately $29.4 billion, the equity value is calculated at $156.8 billion, resulting in an intrinsic value per share of approximately $42 [5]. Conclusion - The DCF value of Tesla is around $42, while the current market price is approximately $411, indicating a margin of safety of about -90% [5]. - Tesla is recognized for its strategic ambitions in transportation and energy, leveraging its technological leadership and strong balance sheet to support future growth initiatives [5][6]. - However, the current market valuation suggests that it is heavily reliant on future execution and potential growth in autonomy and energy infrastructure rather than current cash flow fundamentals [6].

Red Tesla sedan charging at a Tesla Supercharger outside a modern Tesla building at sunset, reflecting EV industry shift. Key Points Tesla’s delivery numbers are continuing to fall, yet the stock is managing to stay above key support. CEO Elon Musk’s new “Amazing Abundance” mission reframes Tesla as a robotics and autonomy company, not just an EV maker. With the uptrend from last April still intact and fresh Buy ratings targeting $550, this is a stock that should be on every watchlist.  Interested in ...

Last week, the Trump administration delivered “one of the single largest deregulatory actions in U.S. history” when it ended the 2009 “endangerment finding,” which definitively and legally classified carbon dioxide as a threat to public health. This legislation fundamentally underpinned any legal authority at the federal level to restrict greenhouse gas emissions in the United States. As such, this action rescinds all emissions standards for cars and trucks effective immediately, with enormous implications ...

Toyota hires seven Agility humanoid robots for Canadian factory https://t.co/Yh2BuP9Z33 ...

After a year-long pilot project, Toyota’s Canadian manufacturing subsidiary has contracted seven humanoid robots to work in a plant building RAV4 SUVs under a robots-as-a-service deal. “After evaluating a number of robots, we are excited to deploy Digit to improve the team member experience and further increase operational efficiency in our manufacturing facilities,” Toyota Motor Manufacturing Canada (TMMC) President Tim Hollander said in a statement. The Digit robot in question is built by Agility Ro ...