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Thurston: Tariff pause brings a wait-and-see attitude to Chinese markets
CNBC Television· 2025-08-12 11:34
Blair. Good morning Vivian. Good to see you.>> Good morning Frank. Good to see you too. >> So just looking at the Chinese equities this morning, we were showing some of the ETFs that track Chinese equities.Earlier in the show. We didn't see a lot of big moves. Was this already priced in when it came to Chinese stocks.>> I think that to some extent market probably expected this given the complexity of the negotiation of two countries on the topic of tariff. And so that's why I think to some extent that you d ...
小米-2025 年第二季度预览 - 核心业务季节性利润率下降,评级中性Q225 preview_ seasonal margin decline expected for core business; reiterate Neutral
2025-08-11 02:58
ab 7 August 2025 First Read Xiaomi Q225 preview: seasonal margin decline expected for core business; reiterate Neutral Q225 results on Aug 19th Xiaomi's Q225 smartphone sell through totalled 41mn units, +0.5% YoY/+1.5% QoQ per Counterpoint. By region, China sell-through grew 8% YoY driven by subsidy and 618 shopping festival, while Europe and RoW recorded -1%/+1.4% YoY and -4%/+3% QoQ due to competition from Samsung and share gain in EM, respectively. We estimate Q225 sell-in to be largely in-line with sell ...
X @Bloomberg
Bloomberg· 2025-08-08 10:14
SoftBank is the buyer taking ownership of Foxconn's EV plant in Ohio, a move aimed at kick-starting the Japanese company’s $500 billion Stargate data center project with OpenAI and Oracle https://t.co/2crBVjjvJg ...
X @Bloomberg
Bloomberg· 2025-08-04 11:12
Hon Hai has agreed to sell an EV plant in Ohio for $375 million, under an arrangement in which the Taiwanese company aims to shift toward assembling AI servers at the US facility https://t.co/L9nyiXFmY4 ...
X @Bloomberg
Bloomberg· 2025-08-04 06:08
The Adani Group is exploring a tieup with Chinese EV giant BYD that would allow billionaire Gautam Adani’s conglomerate to manufacture batteries in India and extend its push into clean energy, according to people familiar with the matter https://t.co/exVJlPAtpu ...
X @Bloomberg
Bloomberg· 2025-07-30 03:42
Tesla has signed a $4.3 billion agreement to source lithium iron phosphate, or LFP, batteries from LG Energy, a person familiar with the matter said, in the second tie-up for the EV maker in South Korea this month https://t.co/0SpRTyAzti ...
BYD narrows tech gap with Tesla in global EV race | FT #shorts
Financial Times· 2025-07-29 03:45
Tesla is facing stiff competition from China's BYD, which is set to overtake the US company in annual global EV sales. The decline in sales in Tesla comes amid Elon Musk's foray into American politics and a lack of new models from the US company. BYYD, which excels in cost-effective manufacturing and emerging autonomous offerings, has narrowed the technology gap between the two.The success of BYYD has come to symbolize the rise of Chinese auto manufacturing, an industry that was once heavily reliant on fore ...
X @The Economist
The Economist· 2025-07-28 23:20
Xiaomi has pulled off a feat that eluded Apple, which ditched plans to make its own EV after burning billions of dollars on the effort. The Chinese firm now has its sights set on world domination https://t.co/fivdiWLnDh ...
X @The Economist
The Economist· 2025-07-25 21:20
Today on “The Intelligence”: China’s smartphone giant Xiaomi takes the EV way, a rapprochement of necessity for Britain and Argentina, and women’s sports on a tear https://t.co/nttGXdDyE8 ...
X @Cointelegraph
Cointelegraph· 2025-07-22 06:00
🔥 BULLISH: Nasdaq-listed EV company Volcon launches its Bitcoin treasury strategy with 280 $BTC and raises $500M to buy more $BTC for treasury allocation. https://t.co/DXVoQ9Xqsp ...