RT Kristian Kratochvil (@TheKikoKK)First public FSD demo drives in Germany. The car drives like a champ, with respect, confidence and smooth handling. Garbage truck and incoming traffic? Hold my 🍻@TeslaSlovakia @TeslaClubAT @1TeslinaOnTour @1florianschmid @huntinspeedsk @teslaownersSV @teslaeurope https://t.co/AqlQsFHP3E ...

Core Viewpoint - The A-share M&A market is experiencing significant growth driven by policy catalysts, with over 70 listed companies announcing major M&A activities since November, particularly in the TMT sector, as companies seek to enhance their value through strategic acquisitions [1] Group 1: TMT Sector Focus - The TMT sector, especially semiconductor companies, is at the forefront of M&A activities, with firms like Xidi Micro and Hu Silicon Industry making significant acquisitions to strengthen their positions in the semiconductor supply chain [2] - Notable transactions include Xidi Micro's acquisition of Chengxin Micro and Hu Silicon's acquisition of three semiconductor material companies, indicating a trend of companies seeking to consolidate and enhance their technological capabilities [2] - Companies like SIRUI and Puran are also involved in significant M&A activities, with SIRUI planning to acquire a stake in Aola Semiconductor, which complements its existing product offerings [2][3] Group 2: Acquisition Methods - Issuing shares for asset purchases has become the predominant method for M&A, accounting for nearly 40% of recent announcements, while cash acquisitions represent about 25% [5] - Traditional industries are increasingly looking to enter the tech sector through cross-industry acquisitions, often utilizing share issuance due to limited cash reserves [5] Group 3: Cross-Industry Acquisitions - Companies like Ribo Fashion and Hason are attempting to diversify into new sectors, such as lithium battery materials and precision metal components, respectively, to counter declining profitability in their core businesses [6][7] - Ribo Fashion's acquisition of a majority stake in a special chemical materials company is part of its strategic transformation, while Hason's multiple acquisitions aim to expand its product offerings amid ongoing financial struggles [6][7]

Core Insights - CES is returning to Las Vegas in January to highlight the transition of AI from novelty features to a fundamental aspect of various product categories [1] Group 1: Company Presentations - LG and Samsung will present their vision for future homes [2] - Lenovo will host an immersive keynote at The Sphere [2] - Sony Honda Mobility will showcase its next-generation electric vehicle, Afeela [2] - Waymo and Zoox will demonstrate their plans for robotaxis [2] Group 2: Keynote Sessions and Discussions - A session titled "The Future is Airborne" will feature discussions on delivery drones and advanced air mobility with industry leaders [3][4] - Various sessions will cover topics such as AI in cinematic creativity, transforming industries with physical AI, and the future of autonomous vehicles [6][7][9][10][11] Group 3: Event Schedule Highlights - Media Day 1 includes sessions on tech trends and an unveiling event [6] - Media Day 2 features keynotes from AMD and discussions on software-defined vehicles [7] - The event will also include a series of panels on AI applications in healthcare, consumer behavior, and robotics [9][10][11]

Market Overview - U.S. markets experienced a strong rebound during a holiday-shortened week, with the likelihood of a Federal Reserve rate cut at the Dec. 10 meeting rising to nearly 90% due to dovish comments from central bank officials [2] - Speculation regarding Fed Chairman Jerome Powell's successor contributed to the market rally, with National Economic Council Director Kevin Hassett being considered a leading candidate [2] Company Highlights - Alphabet Inc. achieved a $4 trillion valuation, surpassing Microsoft, driven by optimism surrounding AI and new product launches [3] - Nvidia faced challenges as concerns arose that Meta Platforms might invest in Alphabet's AI chips, potentially threatening Nvidia's market position [3] - Zoom Communications reported Q3 revenue of $1.23 billion, slightly above expectations, with adjusted earnings per share of $1.52, exceeding estimates of $1.44 [7] - Reddit's stock surged approximately 7% following news of Meta's potential use of Alphabet's AI chips, positively impacting the social media sector [6] Sector Performance - The Health Care Select Sector SPDR Fund recorded its best month since the pandemic, reflecting growing AI optimism in the healthcare sector [4] - Auto stocks, particularly General Motors, reached record highs, indicating a strong recovery narrative [4] Bearish Trends - Advanced-nuclear and small-modular reactor companies, including Oklo, NuScale, and Nano Nuclear Energy, saw stock declines of roughly 37%-55% in November due to a broader sell-off in the nuclear energy sector [8] - Novo Nordisk's stock has declined approximately 69%, attributed to investor overreactions to headlines with limited business impact, despite strong fundamentals [10] - Burlington Stores reported Q3 sales of $2.710 billion, up about 7% year-over-year but slightly below expectations, impacted by unseasonably warm weather affecting demand for outerwear [11]

Meet The Man Behind The ‘Rolls-Royce Of Turkey’ https://t.co/iogUWSuFK1 ...

Accessibility StatementSkip Navigation PITTSBURGH, Nov. 28, 2025 /PRNewswire/ -- "I wanted to create an improved kickstand support for motorcycles to prevent the kickstand from sinking into soft asphalt when parked in hot weather," said an inventor, from Rosemount Minn., "so I invented THE BIKER BUDDY. My portable design would be readily accessible when needed, and it eliminates the need to find a makeshift kickstand support." The patent-pending invention provides an effective way to support a motorcycle ki ...

Summary of Luxshare Precision Investor Day Company Overview - **Company**: Luxshare Precision (Ticker: 002475.SZ) - **Industry**: Technology Key Takeaways Revenue Growth Levers - Luxshare identified four main pillars for revenue growth in the coming years: 1. Apple's hardware assembly and components, including opportunities in edge AI 2. Revenue potential in non-Apple consumer electronics 3. Automotive component opportunities linked to the global expansion of Chinese carmakers 4. A comprehensive AI and communication product lineup [1][2][20] Consumer Electronics - The company is optimistic about the growth of edge AI devices, expecting various products like handsets, earbuds, and glasses to launch by 2026 [2] - Luxshare aims to leverage modular design and manufacturing to meet the demand for compact and high-precision devices [2] - The company currently holds a 6% market share in consumer devices and an 11% share in components as of 2024 [2] Memory Cost Inflation - Luxshare reported that key customers have not indicated reduced demand due to memory cost inflation, attributing this to long-term supply contracts [3] Component Capabilities - Luxshare showcased its hinge design capabilities, which improve the assembly process for foldable phones by reducing the number of sub-modules [4] Communication and AI - The company estimates a total addressable market (TAM) of USD 26.2 billion for copper interconnects, USD 18.3 billion for optical interconnects, USD 13.6 billion for thermal management, and USD 28.0 billion for power supply in 2025 [5] - Luxshare aims to be among the top three players in each sub-category within five years [5] Automotive Sector - Luxshare operates 57 factories across 13 countries and aims to become a top-five global auto tier-one supplier [13][14] - The pro-forma automotive revenue for 2024 is estimated at approximately EUR 7 billion, compared to ZF Group's EUR 28 billion [14] - The company is expanding its automotive product offerings, including connectors and intelligent controllers, and aims to become the largest Chinese automotive connector maker by 2027 [15] Smart Chassis Opportunities - Luxshare sees a significant market opportunity in smart chassis, currently estimated at CNY 600 billion, and aims for a 10% global market share [16] Robotics - The company has shipped around 3,000 robots in the first half of 2025 and is working on establishing in-house component production capabilities [19] Summary Thoughts - Luxshare's growth is expected to be driven primarily by edge AI devices and automotive business expansion, with a focus on integration and miniaturization [20] - The company is optimistic about its product breakthroughs for AI servers, although it may take time for these solutions to scale [20] Investment Rating - Luxshare has a "Buy" rating with a target price of CNY 84.3, based on a 30x 2026F EPS of CNY 2.81 [21]

Product & Service - Tesla's FSD (Full Self-Driving) Supervised is available for experience on local roads in Europe [1] - The FSD aims to handle real-world traffic and stressful driving situations, enhancing road safety [1] Market Expansion - FSD Supervised is currently available in Italy, France, and Germany [1] - Expansion to more countries in Europe is planned soon [1]

RT Esther Rebers (@EstherRebers)It’s snowing at @Tesla Giga4 Berlin, Brandenburg!🎄💚❄️@teslaeurope @Gf4Tesla https://t.co/LhLcthiwa1 ...

Core Viewpoint - The recent share price correction due to the delay in the ramp-up of the Tesla Optimus Gen3 is considered excessive, as the company is well-positioned for strong growth in its core business lines, particularly in the automotive and industrial segments, which are expected to lead in revenue and margin expansion through 2026 and beyond [1][2]. Revenue Growth Forecast - Industrial and automotive revenues are projected to grow at CAGRs of 55% and 75% respectively from 2025 to 2027, driven by increased demand for microcontroller units (MCUs) related to AI server cooling and smart driving/cockpit applications [1][2]. Gross Profit Margin - The gross profit margin (GPM) for the industrial and automotive segments is approximately 60%, which positions the company well to withstand price competition pressures from the smart small household appliance segment [3]. New Product Development - The company has made significant investments in R&D, mergers and acquisitions, and international markets, focusing on differentiated technology and vertical integration. It has expanded its product offerings beyond traditional BLDC motor driver ICs to include RDC/BF sensors for precise motor control in industrial and robotic applications, as well as active miniature cooling fans for smartphones [4]. Catalysts for Growth - Key catalysts for growth include: 1) securing more design wins in the automotive and industrial segments, 2) potential upside from emerging sectors such as robotics, sensors, and e-mobility, and 3) positive developments regarding the Tesla Optimus project [5].