Hello大家好 今天的影片我想來聊一個股票 叫做Rivian 是一個電動車的企業 之所以聊這隻股票 是因為我看到了一些重要的 市場跡象 作為一種很典型的一個類型 我覺得值得拿出來說一說 首先我們還是來先看這家公司的 運營的情況 總體上來說 這家公司上市以來 那股價就是一直在往下跌 從最高大概1000多億市值 現在跌到了只有200多億市值 PS估值 從差不多400多倍 現在跌到只有3.7%倍了 運營的情況上面來看 收入是在持續增長的 應該是一個比較好的一個狀態 經營現金流開始轉正了 這是一個非常好的一個跡象 自由現金流即將轉正 如果說下一個季度能夠轉正的話 很有可能會成為股價的 一個重要的刺激因素 當然了 這家企業本身還是有問題的 因為它的毛利率只有3%點多 毛利率只有3%點多 是一個非常低的毛利率 也就是說它的收入和成本之間的 差距非常小 所以它如果說沒有辦法把成本 再繼續往下降的話 這家公司要盈利非常難 它現在EBIT margin 也就是說運營利潤率 是負的將近-60% 也就是說這家企業處於一個 結構性虧損的狀態 雖然收入很好 現金流開始慢慢開始走正常 但是如果說你的成本降不下來 很有可能你會長期持續 ...

11月13日，@奇瑞汽车 微博发布关于天门山挑战测试意外情况的致歉声明。详情如下： 这一结果，暴露了我们在策划和执行此次测试过程中，对潜在风险的预估不足，对细节的把控存在疏 漏。特别是对选择在风景区公开场所开展测试引发的公众担忧，我们深刻反思。 对于此次测试造成的天门山场地损失，我们深表歉意，承诺将全力修复并承担赔偿责任，做好所有善后 工作。 本次事件在网络上引发大量讨论，占用宝贵的公共资源，对此我们深感不安与抱歉。再次感谢社会各界 的监督与批评，我们将汲取教训，以更扎实、更稳健的步伐，持续向前。 尊敬的媒体、用户以及所有关注此次事件的朋友们: 2025年11月12日12时，风云X3L在湖南张家界天门山景区进行的极限挑战测试项目中，因突发意外导致 测试中断，并引发了广泛关注。在此，我们向天门山景区、游客、合作伙伴及所有关心此事的朋友们致 以最诚挚的歉意。 经初步调查核实，此事故的直接原因是，测试装置的安全防护绳固定点卸扣意外脱落，进而导致防护绳 缠绕右侧车轮，动力输出受阻，车辆下滑撞击护栏，造成部分护栏受损。所幸本次意外未造成人员受伤 以及自然环境的破坏。 ...

Volkswagen and Rivian have ambitions of selling the electric vehicle technology they’re developing together to other carmakers in the future https://t.co/ICB32GrMw5 ...

Group 1 - Elon Musk's donations to OpenAI amount to approximately $38 million, including five quarterly payments of $5 million each from 2016 to 2017, $12.7 million in rent from 2016 to 2020, and four Tesla cars for key employees [2] - Quark AI glasses are set to officially launch on November 27, with pre-sales performing exceptionally well during the "Double 11" shopping festival, ranking first in sales among smart glasses on Tmall [2] - Russia has introduced its first domestically produced humanoid robot named "Aidol," which features dialogue capabilities, emotion recognition, and offline functionality [2] Group 2 - OpenAI has been ruled to have infringed copyright by using lyrics from a German musician without authorization, leading to a compensation order to a major music copyright association in Germany, marking a significant case for AI copyright regulation in Europe [2] - Former DeepSeek researcher Rofuli has joined Xiaomi, expressing a commitment to building a future in artificial general intelligence (AGI) with the Xiaomi MiMo team, which is focused on inference models [2][3]

11月12日，奇瑞汽车在湖南张家界天门山景区攀爬天梯时从台阶上下滑撞断部分护栏。 13日凌晨， 安徽奇瑞汽车销售有限公司发布天门山挑战测试意外情况的致歉声明。 声明称，2025年11月12日12时，风云X3L在湖南张家界天门山景区进行的极限挑战测试项目中，因突发意外导致测试中断，并引发了广泛 关注。在此，我们向天门山景区、游客、合作伙伴及所有关心此事的朋友们致以最诚挚的歉意。 经初步调查核实， 此事故的直接原因是，测试装置的安全防护绳固定点卸扣意外脱落，进而导致防护绳缠绕右侧车轮，动力输出受阻，车 辆下滑撞击护栏，造成部分护栏受损。所幸本次意外未造成人员受伤以及自然环境的破坏。 这一结果，暴露了我们在策划和执行此次测试过程中，对潜在风险的预估不足，对细节的把控存在疏漏。特别是对选择在风景区公开场所开 展测试引发的公众担忧，我们深刻反思。 下载财联社APP获取更多资讯 准确 快速 权威 专业 对于此次测试造成的天门山场地损失， 我们深表歉意，承诺将全力修复并承担赔偿责任，做好所有善后工作。 本次事件在网络上引发大量讨论，占用宝贵的公共资源，对此我们深感不安与抱歉。再次感谢社会各界的监督与批评，我们将汲取教训，以 ...

Core Insights - Rivian Automotive, Inc. will participate in the Barclays 16th Annual Global Automotive and Mobility Tech Conference on November 19, with CFO Claire McDonough scheduled for a fireside chat [1] Company Overview - Rivian is an American automotive manufacturer focused on developing electric vehicles and related software and services, aiming to facilitate the transition to zero-emission transportation [2] - The company emphasizes innovation and technology in its products, which are designed for both consumer and commercial markets [2] Financial Performance - Rivian announced its third-quarter 2025 financial results, highlighting significant progress in strategic priorities, including the R2 program and technology roadmap [5] - The company produced 10,720 vehicles and delivered 13,201 vehicles in the quarter ending September 30, 2025, aligning with its delivery outlook [7] - Rivian has narrowed its 2025 delivery guidance range to between 41,500 and 43,500 vehicles [7] Legal Matters - Rivian has agreed to settle a securities class action litigation from 2022, denying any wrongdoing but opting for settlement to resolve the matter [6]

Swedish-based Einride announced Wednesday plans to go public via a special purpose acquisition company through a merger with Legato Merger Corp. III. The company, headquartered in Stockholm, specializes in both electric and self-driving vehicles. The transaction, which values Einride at $1.8 billion in pre-money equity, is expected to provide approximately $219 million in gross proceeds before accounting for potential redemptions and transaction expenses. Founded in 2016 and headquartered in Stockholm, Ei ...

Toyota announced Wednesday it has officially begun production at its new $13.9 billion battery manufacturing plant in North Carolina, while committing an additional $10 billion to bolster its U.S. manufacturing over the next five years. The 1,850-acre facility in Liberty, North Carolina, marks the automaker's first battery plant outside Japan and is expected to create up to 5,100 new American jobs, Toyota said. "Today’s launch of Toyota’s first U.S. battery plant and additional U.S. investment up to $10 ...

Financial Data and Key Metrics Changes - Revenue reached a historical record of $127.3 million in Q3 2025, representing a 12.1% organic revenue growth at constant currencies year over year and a 13.4% year-over-year increase in reported revenue [5][22] - Adjusted EBITDA margin was 18.5%, showing a healthy profitability, while adjusted profit margin was 8.9% [5][25] - Adjusted net profit reached $11.3 million, marking a 10.6% increase compared to the same period in 2024 [25][26] Business Line Data and Key Metrics Changes - Revenue from Latin America experienced a remarkable 35% year-over-year growth, while North America saw a 6% increase [22][23] - Financial services and retail and industrial goods sectors grew by 51% and 11% year-over-year, respectively [23] Market Data and Key Metrics Changes - The company reported strong performance in both Latin America and North America, with Latin America showing a 35% year-over-year growth and North America a 6% increase [22][41] - New Markets, which include Europe and Asia-Pacific, recorded sequential growth in Q3 2025 [22] Company Strategy and Development Direction - The company is focusing on a disciplined land and expand approach, resulting in a predictable revenue base characterized by exceptional logo retention and long client tenure [23] - CI&T is actively experimenting with new engagement models such as fixed price and output-based contracts to align compensation with successful outcomes [20][21] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strong commercial pipeline and sales conversion, attributing it to the differentiation based on the AI strategy and CI&T Flow [35][41] - The company anticipates continued growth driven by foundational spending on legacy technology upgrades and direct AI investments [41][42] Other Important Information - CI&T has achieved an impressive 85% adoption rate of AI tools across the organization, significantly fueling the growth of CI&T Flow [18] - The company is actively executing a share repurchase program to enhance shareholder value [26] Q&A Session Summary Question: Scalability of new engagement models - Management sees a gradual transition from time-material-based pricing to value-based pricing models, with a midterm opportunity for scalability [30][31] Question: Guidance for Q4 and growth sustainability - The outlook for Q4 is based on consistent performance and a solid commercial pipeline, with strong sales conversion compared to last year [35] Question: Gross margin trends - Management is confident in delivering the full-year guidance of 18%-20% adjusted EBITDA margin, with ongoing efficiency gains and cost discipline [38][39] Question: Demand trends and tariff-related volatility - Latin America is showing strong growth driven by AI adoption, while North America is also gaining traction [41] Question: Client pipeline and competitive environment - Financial services and retail sectors are expanding, with a mix of pricing models being offered to clients [46][49] Question: Top client revenue and diversification - The top client is growing, but the company is diversifying its client portfolio, with a focus on maintaining high levels of recurring revenue [60][62]

Core Insights - Faraday Future Intelligent Electric Inc. will enable its future vehicles, starting from 2026, to access Tesla's Supercharger network through the North American Charging System (NACS) port, providing users with access to over 28,000 Tesla Superchargers across multiple countries [2][5][6] Group 1: Vehicle Access and Charging Infrastructure - Future FF and FX battery electric vehicles (BEVs) will connect to more than 28,000 Tesla Superchargers, enhancing the overall charging infrastructure to over 45,000 fast chargers, thus improving charging convenience for users [3][5] - The integration of NACS will allow FF and FX users to utilize both Tesla's Supercharger network and other DC fast charging networks like ChargePoint and EVgo, facilitating easier charging during travel [3][5] Group 2: Vehicle Specifications and Performance - The FF 91 model features a powerful 180kW DC charging capability, an EPA-certified range of 381 miles, a 142kWh battery pack, and accelerates from 0-60 mph in just 2.27 seconds, showcasing its high-performance attributes [4] - The FX Super One is set to roll off in the U.S. by the end of the year and will be available in four editions, indicating the company's commitment to expanding its vehicle lineup [6] Group 3: Strategic Vision and Market Positioning - Faraday Future aims to disrupt the automotive industry by creating a user-centric, technology-first driving experience, with the FF 91 representing its vision for luxury and innovation [8] - The company plans to introduce mass production models under the FX strategy, targeting a broader market with more affordable electric vehicle options [8]