电动汽车

Search documents
特斯拉4月份在英销量降至两年多来的最低水平
news flash· 2025-05-06 08:43
金十数据5月6日讯,周二,研究集团New AutoMotive的数据显示,尽管电动汽车的需求有所上升,但4 月份特斯拉在英国的新车销量同比下降62%,为两年多来的最低水平。数据显示,上个月,特斯拉 (TSLA.O)在其他一些主要欧洲市场的销量也跌至多年来的低点。特斯拉正准备推出改进型Model Y汽 车,以应对来自欧洲和中国电动汽车品牌的竞争。 特斯拉4月份在英销量降至两年多来的最低水平 ...
德银:维持小米买入评级 上调目标价
news flash· 2025-05-06 04:51
德银:维持小米买入评级 上调目标价 金十数据5月6日讯,德意志银行报告称,小米集团电动汽车业务4月份新订单环比下滑。该月自动驾驶 方面广告宣传的减少可能也给新订单带来了压力。公司第二家电动汽车工厂可能在2025年下半年投产, 预计今年将支持50000至150000辆的销量。德意志银行预计,小米集团电动汽车业务的毛利率在第一季 度可能会进一步升至22%左右,全年毛利率将增至24.7%。德银维持对该股的买入评级,将目标价从 71.50港元上调至74.00港元。 ...
马斯克,基地突传重磅!后悔支持特朗普?“这段掐了别播”
第一财经· 2025-05-05 04:01
Core Viewpoint - The establishment of the "Starship Base" as a town in Texas has been approved, which is significant for SpaceX's operations and future expansion plans [1][3][5]. Group 1: Town Establishment - The vote to upgrade the area to a town named "Starship Base" received 173 votes in favor and only 4 against, surpassing the required 143 votes [1]. - The area of the new town is 3.9 square kilometers, located in Boca Chica, Texas, near the U.S.-Mexico border [4][5]. - The establishment of the town will allow local governance to manage issues related to SpaceX's operations, which previously required state-level intervention [7]. Group 2: SpaceX Operations - SpaceX is seeking approval from the Federal Aviation Administration (FAA) to increase its rocket launches from 5 to 25 per year [8]. - The increase in launch frequency has faced opposition from environmentalists and local residents due to concerns over disruptions and environmental impacts [8]. Group 3: Elon Musk's Challenges - Elon Musk's reputation has declined due to his association with the Trump administration and the financial struggles of Tesla, which reported a 9% revenue decline and a 71% drop in net profit in Q1 [10][12]. - There are discussions within Tesla's board about finding a successor for Musk due to concerns over his focus on government duties rather than the company [12]. - Musk plans to reduce his time managing government affairs and focus more on Tesla, indicating a potential shift in his priorities [13].
金十数据全球财经早餐 | 2025年5月5日
Jin Shi Shu Ju· 2025-05-04 22:56
男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 今日优选 4月非农就业数据高于预期 特朗普首次给出明确表态:不会提前解雇鲍威尔 美债收益率连续第二日反弹,基准的10年期美债收益率收报4.314%;对货币政策更敏感的两年期美债收益率收报3.832%。 由于美国就业数据强劲和国际贸易谈判取得进展,黄金的避险吸引力有所减弱。现货黄金收于平盘附近,险守3240美元关口;现货白银收跌1.21%,报32.01 美元/盎司。 国际油价继续承压下跌,因上周五有消息称欧佩克+主要成员国正在讨论6月份再次增产约40万桶/日。WTI原油收跌0.99%,报58.35美元/桶;布伦特原油收 跌0.7%,报61.42美元/桶。此外,因消息称欧佩克+将继续加速增产,原油周一开盘大跌5% 日本收回"美债将成对美谈判筹码"论调 消息人士:欧佩克+可能在6月批准7月再次加速增产41.1万桶/日 商务部:美方近期通过相关方面多次主动向中方传递信息 香港金管局向市场注资465.39亿港元,为5年来首次 新台币罕见暴升逾1元 五一黄金"跳水"引爆抢购潮 市场盘 ...
马斯克,传来大消息!
21世纪经济报道· 2025-05-04 14:12
Core Viewpoint - The establishment of the "Starship Base" in Boca Chica, Texas, has been approved, marking a significant development for SpaceX and its operations in the area [1][4]. Group 1: Starship Base Development - The local vote resulted in 173 votes in favor and 4 against, surpassing the required 143 votes for approval [1]. - The area designated for the Starship Base covers 3.9 square kilometers and is located near the U.S.-Mexico border [4]. - Elon Musk announced on social media that the Starship Base is now officially a city [3]. Group 2: Regulatory and Environmental Concerns - SpaceX has previously needed to close a nearby road to facilitate rocket testing and launches, which has led to protests from environmentalists and local residents due to the inconvenience and environmental impact [6][7]. - The Texas state legislature is considering transferring regulatory responsibilities to the new local government once the Starship Base is established [7]. Group 3: Challenges Facing Tesla - Tesla's first-quarter revenue declined by 9% year-over-year, with automotive revenue down by 20% and net profit plummeting by 71% [10]. - In Europe, Tesla's new car sales dropped by 45% in the first quarter [10]. - Due to poor performance, Tesla retracted its annual growth guidance for 2024, with projected deliveries for 2025 now expected to be between 215,000 and 233,000 units, indicating a significant shortfall from previous targets [10]. Group 4: Investor Sentiment and Future Outlook - Investors are adopting a cautious stance towards Tesla, with analysts adjusting their price targets downward amid concerns over Musk's focus on government roles and the impact on Tesla's performance [12][13]. - Deutsche Bank forecasts a 5% decline in Tesla's delivery volume for 2025, which is considered optimistic given the current performance [13]. - Wells Fargo analysts believe Tesla's stock remains overvalued due to potential profit erosion from the introduction of a new economy model [13].
大利好!刚刚,马斯克,迎来重磅消息!
券商中国· 2025-05-04 10:07
马斯克,迎来重磅利好消息! 当地时间5月3日,全球首富,美国太空探索技术公司(SpaceX)和特斯拉CEO官埃隆·马斯克迎来一则好消 息,他在得克萨斯州建立自己城镇的想法,已经获得了足够的票数。也就是说,"星舰基地"成为城镇已成定 局。 马斯克在社交媒体发文:"得克萨斯的星舰基地,现在是一座真正的城市了!"。有分析认为,此次投票结果对 马斯克来说是一场"急需的胜利",过去几个月,他因广泛介入特朗普政府的执政而面临广泛批评。 据央视新闻消息,SpaceX火箭制造与发射基地所在的得克萨斯州南部墨西哥湾沿岸地区于5月3日投票,决定 是否将当地升级为一座名为"星舰基地"的城镇。目前,有173票赞成,4票反对。只需143票赞成就算通过,"星 舰基地"成为城镇已成定局。 马斯克在社交媒体发文:"得克萨斯的星舰基地,现在是一座真正的城市了!"。另有外媒报道称,除了纳入城 市外,此次投票选举还选出了"星舰基地"城首任市长鲍比·佩登(Bobby Pedden)以及两位市政委员乔丹·巴斯 (Jordan Buss)和珍娜·佩特尔扎尔卡(Jenna Petrzelka)。上述3人均为SpaceX的员工,且在选举过程中未面临 竞争对 ...
这才是中美贸易战最大的转折点,中国没趴下!美国却失去主导地位
Sou Hu Cai Jing· 2025-05-02 19:26
Group 1 - The recent punitive tariffs imposed by the Trump administration on Chinese electric vehicles, batteries, photovoltaics, and semiconductors have reached a high of 245%, but their impact is limited compared to the initial tariffs introduced in 2018 [3][6] - The U.S. has lost its ability to control China's trajectory, as China has become less reliant on the U.S. market and is now focusing on "re-globalization" [3][6] - The tariffs, initially intended to disrupt supply chains and increase manufacturing costs, have turned into a political show for the U.S., resulting in limited effectiveness and self-harm [3][5] Group 2 - The U.S. has not successfully brought manufacturing jobs back to the Rust Belt states; instead, inflation has increased, consumer costs have risen, and corporate investments have slowed down [5][9] - Chinese companies have proactively diversified their markets, targeting Southeast Asia, Latin America, and Africa, with no U.S. presence among the top five export destinations for Chinese electric vehicles [5][10] - The U.S. strategy of "decoupling" has failed, as it underestimated China's resilience and overestimated the willingness of allies to comply with U.S. directives [6][12] Group 3 - The essence of the tariff war is a struggle for control and dominance, with the U.S. attempting to exclude China from its technology, trade, and financial systems [6][9] - As the U.S. attempts to decouple, China is enhancing its internal circulation and innovation, developing self-reliant technologies in semiconductors and batteries [7][9] - The U.S. has transitioned from being a "rule-maker" to a "rule-disruptor," undermining the global systems it once established, while China continues to expand its influence within these systems [15][16] Group 4 - The recent tariffs are more of a political signal than a strategic tool, indicating a loss of control by the U.S. over its policies and objectives [13][16] - The competition between the U.S. and China is evolving from a simple power struggle to a contest of institutional resilience, economic endurance, and industrial strategy [15][18] - The U.S. has reached a point where its actions no longer dictate China's future, and the transfer of dominance is occurring subtly through repeated tariff increases [18]
马斯克向特朗普“告别”,留下“削减1600亿美元”成绩单
华尔街见闻· 2025-05-01 11:54
Core Viewpoint - Elon Musk's government efficiency initiative (DOGE) has reportedly saved $160 billion, significantly lower than the initial target of at least $2 trillion, raising questions about the project's effectiveness [1][2][3]. Group 1: DOGE Initiative - Musk claimed that DOGE has saved $160 billion, correcting Trump’s mention of $150 billion during a meeting [2]. - Experts have raised doubts about the actual savings, suggesting that costs related to layoffs and productivity losses could exceed $135 billion for the fiscal year [2]. - Despite Musk's assertions of success, the DOGE project may have led to an increase in net government spending [3]. Group 2: Tesla's Focus - Musk announced plans to allocate more time to Tesla starting next month, indicating that the primary work on DOGE is complete [4][8]. - Tesla has been operating at a loss since Musk began focusing on government efficiency, which has affected the company's performance [9]. - The latest financial report showed a 9% decline in quarterly revenue, with a 20% drop in automotive revenue in key markets like California, China, and Germany [12]. Group 3: Brand Image and Leadership - Musk's political activities have negatively impacted Tesla's brand image, leading to a loss of consumer appeal in markets such as California and Germany [10]. - There are concerns about Tesla's future direction and leadership structure, especially as Musk manages multiple companies simultaneously [14]. - Analysts suggest that if Musk were to step down, Tesla would need a leader focused on improving existing products rather than innovating new ones, similar to Tim Cook's approach at Apple [17][20].
内阁“鼓掌欢送”马斯克,特朗普:委屈你了
Guan Cha Zhe Wang· 2025-05-01 07:56
Core Viewpoint - The article discusses the challenges faced by Elon Musk as he navigates his role in the Trump administration while his companies, particularly Tesla, experience significant pressures and scrutiny from investors and competitors [4][9]. Group 1: Elon Musk's Role in Government - Musk has been praised by President Trump during a cabinet meeting, highlighting his contributions to government efficiency, claiming that the government has saved $160 billion through spending cuts [7][8]. - Musk's position as a "special government employee" is temporary, with a limit of 130 days of service, which is set to end on May 30 [8]. - There are indications that Musk is planning to step back from his government role to focus on his business ventures, as he has faced increasing criticism and challenges in his capacity as a government official [9][10]. Group 2: Tesla's Performance and Leadership Concerns - Tesla's stock has declined, leading to dissatisfaction among investors, prompting the board to seek potential successors for Musk as CEO [4][9]. - The company has experienced a 71% drop in profits, attributed to intensified competition and challenges in maintaining its market position [9][10]. - Competitors, particularly in China, are gaining ground against Tesla, creating a "DeepSeek moment" in the automotive industry, which poses a significant threat to Tesla's dominance [10].
辟谣!特斯拉(TSLA.US)董事长否认“寻找马斯克继任者”报道
智通财经网· 2025-05-01 07:14
智通财经APP获悉,特斯拉(TSLA.US)董事长Robyn Denholm否认了董事会正在寻找接替首席执行官埃 隆·马斯克人选的报道,称董事们对他的能力"非常有信心"。Denholm通过特斯拉在X上的官方账号写 道:"今天早些时候,有媒体报道错误地声称特斯拉董事会已经联系了招聘公司,开始在公司寻找首席 执行官。这绝对是错误的。" Denholm很少公开评论特斯拉,她接着表示,董事会对马斯克"继续执行令人兴奋的未来增长计划"的能 力充满信心。 此前,媒体援引知情人士的话报道称,特斯拉董事会成员在今年早些时候危机最严重的时候联系了猎头 公司,寻找马斯克的继任者。据报道,董事们的接洽发生在大约一个月前,当时投资者对马斯克在美国 联邦政府投入的过多时间感到担忧。报道称,大约在同一时间,董事会成员告诉马斯克,他需要花更多 的时间在特斯拉,马斯克没有反对;虽然董事会将重点缩小到一家招聘公司,但目前继任计划的状况尚 不清楚。 马斯克上个月表示,他将"大幅"减少参与政府效率部(DOGE)工作的时间,更多地关注特斯拉。这缓解 了投资者的担忧,此前该公司经历了多年来最糟糕的一个季度。在上周令人失望的财报中显示,特斯拉 季度收入 ...