Group 1 - The core point of the article is the clarification regarding Li Xiang's salary, which is reported to be 2.66 million yuan, contrary to the sensational claim of 639 million yuan, which includes accounting costs for stock options rather than actual salary [1] - Tesla's sales in Europe saw a significant decline in April, with a year-on-year drop of 81% in Sweden, 46% in Germany, and reaching a two-year low in the UK, leading to a 1.75% drop in the company's stock price [1] - Rivian has lowered its delivery target for the year due to the impact of tariffs and regulatory changes, now expecting to deliver between 40,000 to 46,000 electric vehicles by the end of 2025, down from a previous estimate of 46,000 to 51,000 [1] - Volvo has introduced a new hybrid architecture, SMA, which will support its transition to electrification, with the first model, XC70, set to launch in September, featuring a pure electric range of over 200 kilometers [1]

从人工智能大模型DeepSeek、到拼多多海外版……谷歌前首席执行官埃里克·施密特近期在《纽约时 报》网站发布的一篇合著的评论文章中称，中国的科技开始处于领先水平。 文章认为，美国应当学习中国做得好的方面。比如，美国应当更多地公开分享其人工智能技术和相关研 究，进一步加快创新速度，并加大力度在整个经济中使用人工智能。 文章称，为了扼制中国人工智能的发展，美国对先进芯片出口进行管制。但近期中国在人工智能领域取 得的突破说明，这样的限制反而促使中国的企业家持续训练人工智能并促进其商业化。文章表示，对美 国来说这是一个难以接受的现实，但限制的确让中国的科技发展得更好，因为中国企业家们找到了用更 少的投入做更多事情的创造性方法。 文章称，当下已不再是中国远落后于美国的时代了。 文章称，当下已不再是中国远落后于美国的时代了。如果中国的创新能力持续，如果中国的人工智能企 业继续选择开放策略，如果中国能持续朝2030年占全球制造业超过45%的目标努力，那么未来人工智能 竞赛将会成为各领域的全面竞争。美国将需要利用其所拥有的每一分优势。 编译丨朱宛玲 签审丨康炘冬 文章认为，在许多科技领域中国已与美国持平，甚至领先于美国，尤 ...

21世纪经济报道记者吴斌 上海报道 在美国政府所谓"对等关税"的冲击下，全球化格局迎来重构。 据央视新闻报道，世界贸易组织4月发布的报告显示，美国关税政策导致全球贸易前景严重恶化。在目 前关税形势下，2025年全球货物贸易量预计将下降0.2%。 保德信专题研究部总监Jakob Wilhelmus近日在接受21世纪经济报道记者专访时表示，美国近期宣布的大 范围关税政策正在重塑全球供应链及贸易格局，这些时刻反复的关税政策带来了巨大的不确定性。尽管 目前各国与美国的贸易存在不确定性，但比较优势的经济因素在全球范围内依然占上风，尚未看到全球 广泛转向征收关税的趋势。 近日保德信发布的《全球化新时代》报告（以下简称"报告"）显示，全球化进程并未被打断，而是被划 分为两条截然不同的轨道：主导了大部分行业和贸易模式并持续高速发展的轨道，以及覆盖行业较少但 对经济发展举足轻重的急剧去全球化轨道。 谈到中国时，Jakob Wilhelmus认为，DeepSeek的崛起以及在半导体领域的发展凸显了中国从制造业到尖 端技术的惊人进步。如今，中国的电动汽车不再是跟随美国或欧洲汽车制造商的步伐，其技术已成为其 他地区试图追赶的趋势。 ...

Core Viewpoint - FF (Faraday Future) has announced a total of 1,300 new vehicle orders, which may represent a significant breakthrough for the company after years of struggles in the automotive market [2][3] Group 1: New Orders and Market Strategy - FF has signed a contract with JC Auto for 1,000 FX Super One vehicles and 300 vehicles with Sky Horse Auto, marking its first large-scale breakthrough in the B2B market after delivering only 14 vehicles in 10 years [2] - The 1,300 new vehicles will target the high-end ride-hailing market and VIP transportation services, indicating a shift in FF's strategy towards more affordable models priced between $20,000 and $50,000 [4][7] Group 2: Leadership and Financial Challenges - CEO Jia Yueting views the new orders as a starting point for rebuilding trust and has linked his return to China with the company's performance metrics, including sales and market capitalization [3] - FF has accumulated losses exceeding $2 billion, with a net loss of $355.8 million projected for 2024, highlighting the financial challenges the company faces despite the new orders [5][7] Group 3: Stock Incentives and Debt Management - Jia Yueting's new stock incentive plan allows him to earn up to 9% equity based on stock price increases, which is tied to the company's financial performance [6] - He has committed to using half of his stock incentive earnings to repay debts in China, emphasizing the need for FF to achieve self-sustainability [5][6] Group 4: Market Viability and Competition - FF's current market capitalization is approximately $89.35 million, while Jia Yueting estimates that a market cap of $10 billion is necessary to address the company's debts [7] - The company faces significant competition in the U.S. electric vehicle market, where established players like Tesla dominate, making it challenging for FF to gain market share [8]

《纽约时报》报道称，挪威作为特斯拉推动零排放目标的关键市场，4月Model Y新车注册量逆势增长，但其 中过半为二手车，且非最新版本。挪威道路交通信息委员会数据显示，特斯拉市场份额已从一年前的18%降至 11%。委员会主任奥伊温德·索尔贝格·托森（Oyvind Solberg Thorsen）直言："特斯拉销量远低于往期水平，事 实无可否认。"与此同时，中国电动汽车品牌在欧洲加速扩张。中国车企比亚迪在德国销量激增755%，英国市 场涨幅达311%，凸显中国电动汽车技术竞争力与供应链韧性。德国大众等传统车企亦加速电动化转型，一季 度销量翻倍。 【环球网科技综合报道】全球电动汽车巨头特斯拉正陷入欧洲市场"至暗时刻"。5月7日，据《纽约时报》报 道，根据4月数据显示，德国与英国特斯拉新车注册量同比暴跌46%与62%，创两年多最低纪录，而同期两国 电动汽车总销量均实现两位数增长。瑞典、法国等市场亦出现超八成跌幅，传统车企与中国品牌正加速蚕食 特斯拉份额。 部分专家将销量下滑归因于特斯拉热门车型Model Y新版在欧洲交付延迟，但更多观点将特斯拉欧洲颓势归因 于特斯拉CEO埃隆·马斯克的"政治争议"与特朗普关税政策影响 ...

一边是特朗普疯狂加征关税，将特斯拉零部件成本推高 5000 美元； 另一边是中国占据特斯拉 40% 产能的超级工厂。 特斯拉深度依赖中国市场，面对中美二选一困境，马斯克急着和特朗普划清界限。 难道是想在关键时候，让中国为其商业困局 "松口"？ 资源出口管控 全球政治经济的战场上，矿产资源可以轻易的引发如此惊天动地的风波。而稀土更是此次的中心风暴。 我们平常生活中接触不到的稀土，但是身边的智能手机、电动汽车、飞行器，甚至是国防科技——这些 看似遥不可及的高科技，背后却都深深扎根于稀土这个看不见的支撑。 来源：加麻不加辣 特斯拉市值暴跌 7000 亿背后，马斯克与特朗普彻底撕破脸。 可以说，稀土几乎是现代科技的"命脉"。 中国作为全球最大的稀土生产大国，掌握着超过70%的全球产量。这个数字背后隐藏的可不仅仅是资源 优势，而是一场关乎全球科技竞争的"隐形博弈"。 这种优势让中国在国际科技产业链中，不仅仅是一个"供应商"那么简单。 自从中国宣布实施稀土出口管制后，在国际上引起了渲染大波，动一发而动全身。，震荡波不仅波及到 资源短缺的地区，更让那些依赖稀土的科技巨头无所适从。 对于美国来说，失去稀土的影响远远超出预期。 ...

Core Insights - Rivian announced a $120 million investment to build a supplier park near its factory in Normal, Illinois, aimed at reducing logistics costs and accelerating production of the 2026 Rivian R2 SUV [1][3] - The supplier park will cover 1.2 million square feet and is expected to create hundreds of jobs, directly generating nearly 100 positions [1] - This initiative is part of Rivian's strategy to address U.S. import tariffs and reduce reliance on imported parts, aligning with similar moves by other automakers [3] Investment and Expansion - Rivian previously announced a $1.5 billion plan to expand its factory in Illinois [1] - The Illinois government will provide $16 million in incentives, including over $5 million in tax breaks and capital grants, in exchange for Rivian's commitment to invest at least $119.6 million and create 93 jobs [3] - The current annual production capacity of the Normal factory is 215,000 vehicles, producing R1T pickups, R1S SUVs, and commercial electric vans [3] Future Production Plans - Rivian has paused construction of a new factory in Georgia to conserve cash and has shifted R2 production to the Normal facility, with mass production expected in the first half of 2026 [3] - The company secured a $6.6 billion loan from the U.S. Department of Energy, planning to resume construction in Georgia in 2026 and start producing R2 and subsequent R3 crossover models in 2028 [3]

Overnight Market - The U.S. international trade deficit for March 2025 was $140.5 billion, up from $123.2 billion in February, with exports at $278.5 billion and imports at $419 billion [3] - Major U.S. stock indices closed lower, with the Dow Jones down 0.95%, Nasdaq down 0.87%, and S&P 500 down 0.77%. Notable declines included Meta down over 2% and Tesla down over 1% [3] - International oil prices surged, with WTI crude oil rising 3.27% to $59.00 per barrel and Brent crude oil up 2.99% to $62.03 per barrel [3] - Gold prices increased significantly, with spot gold rising 2.95% to $3,431.11 per ounce and COMEX gold futures up 3.60% to $3,441.80 per ounce [3] European Market - European stock indices showed mixed results, with Germany's DAX down 0.41% to 23,249.65 points, France's CAC40 down 0.4% to 7,696.92 points, and the UK's FTSE 100 up 0.01% to 8,597.42 points [4] Chinese and International Relations - China and the European Parliament agreed to fully lift restrictions on mutual exchanges, aiming to enhance dialogue and cooperation [5] - The Chinese Ministry of Foreign Affairs denied reports regarding China Resources' approval to sell ports outside the Panama Canal, emphasizing regulatory scrutiny [6] Economic Policy - China's Finance Minister announced plans for more proactive macroeconomic policies, expressing confidence in achieving a 5% growth target for 2025 [7] Food Safety - The State Council's Food Safety Office, along with several departments, launched a comprehensive initiative to address the abuse of food additives, focusing on regulatory enforcement and source management [8] Hong Kong Market Developments - The Hong Kong Securities and Futures Commission and the Hong Kong Stock Exchange introduced a "Tech Company Fast Track" for confidential listing applications by tech and biotech firms [9] - The Hong Kong Monetary Authority reported that the recent strength of the Hong Kong dollar is linked to increased demand related to stock investments [10] - The HKMA injected a record HKD 605.43 billion into the market due to the strong-side convertibility guarantee, totaling HKD 1,166.14 billion over four days [11] Gold Prices - Domestic gold jewelry prices in China surpassed 1,000 yuan per gram, influenced by rising international gold prices [12] Trade Measures - China's Ministry of Commerce announced anti-dumping duties on imported chlorpyrifos from India, effective May 7, 2025, due to identified dumping practices [13] Travel and Tourism - During the "May Day" holiday, domestic travel in China reached 314 million trips, a year-on-year increase of 6.4%, with total spending of 180.27 billion yuan, up 8.0% [14] International News - Tensions escalated between Pakistan and India, with reports of military engagements and missile launches [15][16][18] Corporate Developments - Tesla announced that over 95% of parts for its Model 3 and refreshed Model Y are sourced from China, highlighting the importance of Chinese supply chains [23] - The U.S. Department of Justice is pushing for Google to divest its advertising technology products due to antitrust concerns, which could significantly impact its business [24][25] - Microsoft officially ceased operations of Skype, transferring its core functionalities to another platform, marking the end of an era for the service [26][27] - Li Auto is actively recruiting sales vice presidents in multiple countries as it prepares for international market expansion [28][29] - Pony.ai and Uber announced a strategic partnership to integrate Pony.ai's Robotaxi services into the Uber platform, starting in the Middle East [30][31] - Seres reported a 32.03% year-on-year increase in electric vehicle production for April 2025, indicating strong growth in the sector [32][33] - JD.com and Pang Donglai are collaborating on a supply chain project in Henan, projected to generate an annual output value of approximately 2.5 billion yuan [34][35] - Qingdao Double Star's internal family conflict has come to light, potentially affecting the company's stability and future operations [36][37] - HeFu Noodle was fined for misleading advertising claims, emphasizing the need for compliance in promotional activities [38][39] - Skechers announced its decision to go private amid challenges from tariffs and declining sales in China, raising concerns about its market position [40]

Group 1 - U.S. Treasury Secretary Bessent anticipates progress in U.S.-China trade negotiations in the coming weeks and states that the 145% tariffs imposed on China cannot be sustained long-term [2] - Tesla reports that over 95% of parts for each Model 3 and refreshed Model Y are sourced from China [2] - Elon Musk reveals that Tesla will launch unsupervised Full Self-Driving (FSD) technology in a few months, starting in Austin, Texas, and emphasizes the diminishing presence of manually driven cars in the future [2] Group 2 - CATL is reportedly seeking a $1 billion loan for its expansion in Indonesia, with a loan term of 5 to 7 years to support its joint venture in West Java [2] - WeRide and Uber announce an expansion of their strategic partnership, planning to deploy Robotaxi services in 15 new international cities over the next five years [4] - Pony.ai and Uber have reached a global strategic cooperation agreement, with Pony.ai's Robotaxi services set to integrate into the Uber platform later this year, starting in the Middle East [4] Group 3 - Ant Group plans to separately list its overseas unit Ant International in Hong Kong, currently in discussions with regulators, with no policy barriers reported [4] - DoorDash announces a £2.9 billion acquisition of Deliveroo, marking its expansion into international markets [6] - Sanhua Intelligent Controls states that by 2024, less than 20% of its business will be exported to the U.S., with direct exports from China accounting for less than 5% [6] Group 4 - Apple is expected to enable some AI features in mainland China with support from Alibaba and Baidu, with Baidu's model serving as the core engine [7] - Warren Buffett announces his plan to retire by the end of the year, recommending Greg Abel as his successor [7] - Fujian Zhongwei Semiconductor completes its angel round financing and plans to introduce foreign technology teams for further development [8]

特斯拉4月在德销量几乎减半 金十数据5月6日讯，德国道路交通机构KBA周二表示，4月份特斯拉在德国的销量几乎减半，尽管该国 纯电动汽车的销量总体上升。KBA说，特斯拉4月份在德国销售了885辆汽车，同比下降45.9%。2025年 1月至4月特斯拉的销量同比下降了60.4%，至5820辆。KBA补充说，相比之下，4月份新注册的电动汽 车总数比去年同期增加了53.5%。这家德国机构表示，中国电动汽车制造商比亚迪(01211.HK) 4月份的 销量跃升逾8倍，至1566辆，今年年初以来的总销量增长近5倍，至2791辆。 ...