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【Tesla每日快訊】 馬斯克的陽謀:用美國政策殺死對手,用中國供應鏈定義未來🔥蔚來陷入危機(2025/10/17-2)
大鱼聊电动· 2025-10-17 09:58
大家好我是大鱼 哪个CEO会 公开要求政府 取消对自己 公司的补贴? 几年前 马斯克这么做时 大家都觉得他疯了 但今天 当通用福特 惨赔数十亿美元 我们才发现 这不是疯狂 而是一场教科书 等级的阳谋 他竟将单纯的 电车补贴 玩成了一把 精准打击对手 顺便奖励自己的 地缘政治武器 大家不要错过 今天的精彩内容 OK let's go 第一部分 马斯克的阳谋 哪个公司的老板 会嫌钱烫手 公开在 社群媒体上大喊 叫政府别再给 自己行业发补贴了? 这听起来是不是 有点反直觉? 但马斯克就曾经 发过这么一条推文 他说拿掉补贴吧 这只会对 特斯拉有帮助 他还认为 应该把所有行业的 补贴都取消掉! 这操作曾经 让很多人认为 马斯克是疯了 但最近几家 传统车企的最新动向 却能证明马斯克 的先见之明 今天 我们就要把这件事 和最近在中国 发生的一件 看似无关的「假新闻」 事件串起来聊 因为这两件事 放在一起 就像一面稜鏡 折射出马斯克 和特斯拉 在中美这盘大棋局里 那个极其微妙 又充满矛盾的角色 他一边在美国 利用政府的政策 把传统车厂往死里逼 另一边 又把公司下一个 世代的未来 压在了华盛顿 最想「脱钩」的 中国供应链上 这 ...
X @Bloomberg
Bloomberg· 2025-10-16 13:05
“This is big money, this is a big investment.”BYD executive VP Stella Li tells @jennzaba the Chinese EV maker plans to invest in as many as 300 fast-charging stations in South Africa by the end of 2026 as it ramps up efforts to expand globally https://t.co/ortvMHVqiq https://t.co/QXwEduhBwv ...
X @Bloomberg
Bloomberg· 2025-10-16 11:04
EV sales jumped in the third quarter as US buyers rushed to cash in on federal tax credits. These are the models that topped the list https://t.co/u8fcdTnB0d ...
China's BYD Plans 200 to 300 Charging Stations in South Africa by End 2026
Bloomberg Television· 2025-10-16 09:16
Strategy and Technology - BYD emphasizes its position as a technology company with differentiated solutions and strategies, supported by 120,000 R&D engineers and 45 patents per day [1][2] - The company aims to bring total solutions, including solar panels and charging stations, to various markets [3][4] - BYD plans to invest in flash charging infrastructure, particularly in South Africa, with an initial investment of 200 to 300 units by the end of next year [11][12] Global Expansion - BYD intends to play strongly in both China and overseas markets [2] - The company is focusing on expansion in Africa, especially South Africa, by providing technology and innovative solutions [5] - BYD has no current plans to enter the U S market [12] - BYD's facility in Hungary is expected to be operational by the end of this year, with car production ramping up in Q1 next year, positioning the company for local production in Europe [13] Product and Technology - BYD promotes its DMI (Do More Intelligence) super hybrid technology, highlighting its reliability and range of 50 to 200 kilometers on electric power and 1500 to 2000 kilometers with a full tank of gas [7][8] - The company focuses on convincing customers through test drives to demonstrate the cost savings and benefits of their EVs [9][10]
Sono Group N.V. and Aptera Motors Set to Revolutionize the EV Market with Solar-Powered Vehicles
Financial Modeling Prep· 2025-10-16 08:05
Core Insights - Sono Group N.V. is set to debut on NASDAQ, offering approximately 31.7 million shares, focusing on solar-powered electric vehicles (EVs) [1][6] - Aptera Motors is preparing for its IPO, emphasizing a solar-powered EV that does not require daily charging, potentially creating a new category in sustainable transportation [2][6] - The current stock price of Sono Group (SEV) is $0.207, with a trading range between $0.207 and $0.225, indicating active investor interest [5][6] Company Summaries Sono Group N.V. - Sono Group is known for its focus on solar-powered electric vehicles, aiming to revolutionize the EV market with sustainable solutions [1][6] - The company is offering around 31.7 million shares in its NASDAQ debut [1][6] Aptera Motors - Aptera Motors is at the forefront of solar mobility, developing a solar-powered EV that does not require daily charging [2][3] - The company has announced an online roadshow presentation for October 15, 2025, ahead of its anticipated listing on the Nasdaq Capital Market [3][4] - Aptera aims to outline its business model and strategic plans during the roadshow, with Class B common stock expected to start trading under the ticker symbol "SEV" on October 16, 2025 [4]
Nio slides after Singapore wealth fund accuses EV maker of inflating revenue (NIO:NYSE)
Seeking Alpha· 2025-10-16 08:03
Hong Kong-listed shares of Nio (NYSE:NIO) fell more than 8% after Singapore’s sovereign wealth fund, GIC, filed a lawsuit against the Chinese EV maker, accusing it of inflating revenues and violating securities laws. According to a filing in the Southern District ...
Zapp EV to Present at the Small Cap Virtual Investor Conference on October 16th
Globenewswire· 2025-10-15 16:23
LONDON, Oct. 15, 2025 (GLOBE NEWSWIRE) -- Zapp Electric Vehicles Group Limited (OTCQB: ZAPPF) (“Zapp EV” or the “Company”), owner of “Zapp”, the British electric vehicle brand on a mission to electrify personal urban mobility, today announced that David McIntyre, CEO, will present live at the Small Cap Virtual Investor Conference hosted by VirtualInvestorConferences.com, on October 16, 2025. DATE: October 16, 2025 TIME: 10:00 – 10:30 AM EDTLINK: REGISTER HERE It is also possible to schedule a 1x1 meeting he ...
China Market Update: Happy Days Are Here Again
Forbes· 2025-10-15 14:47
Market Overview - Asian stocks experienced a significant surge due to easing geopolitical tensions between the United States and China, a weaker U.S. dollar, and renewed optimism for potential interest rate cuts by the Federal Reserve [2] - The Hang Seng and Hang Seng Tech indices ended their seven-session losing streak, rebounding strongly after previously reaching a 52-week high on October 2, with all industry sectors showing positive performance [3] Investment Activity - Mainland investors were net sellers of Hong Kong stocks via Southbound Stock Connect, particularly selling positions in the Hong Kong Tracker ETF, but were net buyers of several individual stocks [4] - JD.com saw a 2% increase following a partnership announcement with GAC Group and CATL to produce an electric vehicle priced between RMB 100,000 and RMB 120,000, despite mixed optics due to recent earnings impacts from its restaurant delivery expansion [4] IPO and Stock Performance - Cloud Walk Robotics' IPO shares surged by 75% in pre-market trading, indicating strong market interest [5] - Baidu's stock rose by 2.73%, despite analysts projecting a decline in its third-quarter core search revenue between 7% and 11% [5] Economic Indicators - Mainland China's equity markets showed strength, although the breadth lagged behind Hong Kong, with declines in the energy, shipping, and air freight sectors [6] - The Consumer Price Index (CPI) in China fell by 0.3% year-over-year in September, a slight improvement from August's 0.4% decline, while the Producer Price Index (PPI) dropped by 2.3% year-over-year, matching expectations [6] - The core CPI, excluding food and energy, rose by 1% year-over-year in September, compared to a 0.9% increase in August [7] Financing and Economic Health - New loans in Mainland China reached RMB 14.75 trillion year-to-date in September, up from RMB 13.46 trillion in August, while aggregate financing rose to RMB 30.09 trillion, exceeding consensus expectations [7] - LVMH reported a 2% sales increase in Asia ex-Japan, including China, in the third quarter, indicating a recovery among high-end consumers after previous declines [8] Geopolitical Context - Recent meetings between U.S. and Chinese officials have been highlighted, with a focus on the influence of financial markets on U.S.-China relations [9] - The U.S. Bureau of International Security and Nonproliferation's actions regarding Chinese semiconductor firms illustrate the complexities of international trade and sanctions [9][10]
Global Markets Brace for Key Developments: Tech Deals, Debt Concerns, and Political Shifts
Stock Market News· 2025-10-15 08:38
Group 1: AI Infrastructure Development - Nscale, a UK data center start-up, has secured a $14 billion deal with Microsoft to build hyperscale AI infrastructure, involving approximately 200,000 Nvidia GB300 GPUs [3][7] - The deal is expected to enhance Nscale's prospects for an initial public offering (IPO) and position it as a significant player in the AI cloud market [3][7] - Deliveries will occur across sites in Texas, Portugal, and Norway, with a major deployment of around 104,000 Nvidia GPUs planned for a 240MW campus in Texas starting in Q3 2026 [3][7] Group 2: Economic Challenges in Italy - Italy's general government debt rose to €3.082 trillion in August, up from €3.056 trillion, indicating ongoing fiscal challenges for the Eurozone's third-largest economy [4][7] - The country has the second-highest debt-to-GDP ratio in the Eurozone, following Greece, and the Italian Treasury anticipates that public debt will only begin to decline as a proportion of economic output from 2027 [4][7] Group 3: Political Developments in Japan - Japanese opposition parties are engaged in coalition discussions following the collapse of the ruling coalition, with potential collaboration between the Democratic Party for the People (DPFP) and the Liberal Democratic Party (LDP) [5][7] - DPFP Chief Yuichiro Tamaki expressed a willingness to work with the LDP if trust can be established, while other opposition leaders are considering a three-party agreement to potentially take power [5][7] Group 4: Trade Tensions Between China and India - China's Commerce Ministry has filed a complaint with the World Trade Organization (WTO) against India's subsidies for electric vehicles and batteries, claiming these measures harm China's economic interests [6][8][7] - This action signifies an escalation in trade disputes between China and India, particularly in the rapidly growing electric vehicle market [8][7]
ROSEN, LEADING TRIAL ATTORNEYS, Encourages Fly-E Group, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – FLYE
Globenewswire· 2025-10-14 19:03
Core Viewpoint - Rosen Law Firm is reminding investors who purchased Fly-E Group, Inc. securities during the specified Class Period of the upcoming lead plaintiff deadline for a class action lawsuit [1][2]. Group 1: Class Action Details - The Class Period for the Fly-E Group, Inc. securities is from July 15, 2025, to August 14, 2025, inclusive [1]. - Investors who purchased Fly-E securities during this period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [1]. - A class action lawsuit has already been filed, and interested parties must move the Court to serve as lead plaintiff by November 10, 2025 [2]. Group 2: Legal Representation - Investors are encouraged to select qualified legal counsel with a proven track record in securities class actions, as many firms issuing notices may lack the necessary experience and resources [3]. - The Rosen Law Firm has a history of successful settlements, including the largest securities class action settlement against a Chinese company at the time [3]. - In 2019, the firm secured over $438 million for investors, demonstrating its capability in recovering significant amounts for clients [3]. Group 3: Case Background - The lawsuit alleges that Fly-E Group provided misleading statements regarding the safety of its lithium battery, which negatively impacted its E-vehicle sales revenue [4]. - Despite optimistic long-term projections, Fly-E's sales continued to decline, and operating expenses increased, leading to a failure in meeting revenue forecasts [4]. - The lawsuit claims that when the true information became public, investors suffered damages as a result [4].