About this content About Stephen Gunnion Stephen Gunnion is a senior financial journalist and broadcaster at Proactive Investors. He has more than 25 years of experience in television, radio and print media, anchoring on a number of television channels including South Africa's Business Day TV, CNBC Africa and the South African Broadcasting Corporation, where he was the economics editor. He has also worked for Daily Maverick, Bloomberg, the Business Day newspaper and Investors' Chronicle. Read more About ...

Company Performance - Tesla's governance approach is uniquely suited to the company, viewing good governance as crucial for long-term shareholder returns [1] - Tesla has achieved 39,140% total shareholder returns since its IPO, significantly outperforming the S&P 500 and its peers [1] Board of Directors - The Board of Directors possesses critical skills, experience, and perspectives to shape Tesla's future [2] - The directors up for reelection are considered critical to Tesla's next chapter [2] - The Board has overseen Tesla's transformation into a provider of autonomous solutions, creating substantial shareholder value [2] Future Strategy - Tesla is transitioning into a provider of autonomous solutions [2] - Tesla encourages shareholders to vote to help shape the company's future [3]

馬斯克在賭博 用一個小小的 瑞典市場 賭上特斯拉 的全球命運！ 很多人說 瑞典才多大？ 跟工會硬耗 值得嗎？ 大錯特錯！ 這根本不是 錢的問題 這是一場全球 「反工會」防線 的保衛戰！ 想像一下 如果特斯拉 在瑞典屈服了 全球會 發生什麼？ 德國工會 美國 UAW 所有工會都會 士氣大振！ 他們會 拿著瑞典的 勝利當樣板 衝向特斯拉的 每個工廠！ 所以瑞典 不是真正的戰場 它是全球戰略的 絕對不能 開的口子 這同時也暴露出 特斯拉最大的 潛在危機 文化的水土不服 矽谷那套 我說了算的 牛仔文化 到了歐洲這種 極度重視 勞工權益的地方 就是一場災難 這場仗 看似微小 卻是牽一髮 而動全身 馬斯克能贏嗎？ 留言告訴我吧. ...

中國剛剛 按下了 經濟核按鈕 這不是演習 而是衝著所有 高科技公司來的 尤其是電動車！ 他們祭出了 一張王牌 稀土管制 但這次的玩法 狠到你無法想像 首先是範圍擴大 所有稀土 一個都跑不掉 其次是技術封鎖 不只不賣你材料 連怎麼挖 怎麼提煉 怎麼做成 磁鐵的技術 全部鎖死！ 等於是直接廢掉 你另起爐灶的 所有可能性 但最恐怖的 是第三招 簡直就是 誅心之術 中國搞了一個 長臂管轄！ 這是什麼意思？ 就是說 不管你是誰 不管你在 哪個國家 只要你的產品裡 哪怕用了一丁點 源自中國的稀土 甚至只是用了 中國的設備 去生產 你就必須向北京 申請出口許可！ 這劇本是不是 聽起來特別耳熟？ 沒錯！ 這就是美國 當年對付 華為的翻版！ 中國把美國的招數 原封不動 加倍奉還！ 這已經不是 貿易戰了 這是用你的矛 攻你的盾 一場全球科技 產業的絞殺 正式開始了. ...

Production & Delivery - Xiaomi's co-founder aims to accelerate the production of the YU7 electric vehicle [1] - YU7 electric vehicle deliveries reached 40,000 units within three months [1]

Financial Performance - The company's operating cash flow is negative, indicating it is not profitable [1] - The company's revenue exceeds $100 billion (破千亿美金) [1] - The company's profits heavily rely on government subsidies [1] Operational Issues - The company relies on delaying payments to thousands of suppliers as a form of financing [1] - The company's accounts payable cycle is lengthening [1] Investment Perspective - Berkshire Hathaway (巴菲特) has completely divested its stake in BYD (比亞迪) after a 20x return [1] - The divestment decision is based on concerns about the company's financial health rather than its sales volume [1]

Battery Technology - Some new Model Ys have a hidden secret that could revolutionize battery maintenance, potentially eliminating range anxiety [1] - LG's new M53F cells in Model Y exceed the 42% volt charging voltage limit of ternary lithium batteries, reaching 4242% volt [1] - Tesla's vehicle engineering VP suggested that in the near future, cars will maintain a higher state of charge without battery degradation concerns [1] Tesla's Market Performance - Tesla China's insurance registration number reached 17300 units in the third week of September, the highest single-week record in the third quarter and the third highest weekly sales this year, an increase of 13% compared to the previous week [1] - Tesla's third-quarter total sales in China fell by about 8% year-on-year, indicating intense competition in the Chinese electric vehicle market [1] - Model Y is expected to regain the European pure electric vehicle sales champion in the third quarter of 2025 [1] BYD's Financial Analysis - Berkshire Hathaway sold all of its BYD shares, ending a 17-year investment with over 20x returns [1] - BYD's cash flow is negative, indicating that the company's operating income is not enough to cover its expenses, and it raised a record $56 billion in March [2] - BYD extends the payment cycle to suppliers to over 130 days, while the industry average is about 70 days, creating a cash flow illusion [2] - A significant portion of BYD's profits comes from government subsidies, which are more like blood transfusions than rewards [2] - BYD's sales growth has stagnated, and sales in China may have peaked in December 2024 [2] Musk's Vision - Musk said Optimus will be a full-featured humanoid robot capable of performing various tasks, with an estimated 20 billion units working in the industry [2]

Sales of electric vehicles are growing strongly despite a certain unevenness in this growth across the globe. But overall, this growth is not strong enough to give battery researchers a break—work is still underway for batteries that are more reliable, faster to charge, and longer-living. In that, the EV industry may have a somewhat unlikely champion—none other than oil supermajor Exxon. Last week, Exxon announced it had invented a new graphite molecule that could extend the life of an electric vehicle ...

Core Viewpoint - The electric vehicle market and self-driving industry are expected to experience attractive growth over the next decade [1]. Group 1: Market Outlook - The self-driving EV and tech sector is highlighted as a promising area for investment, indicating a positive long-term growth trajectory [1]. Group 2: Investment Strategy - The analysis emphasizes a fundamental approach to identifying undervalued stocks with growth potential, particularly in the context of the electric vehicle and self-driving markets [1].

Funding - Dat Bike secured $22 million in funding [1] Market Dynamics - Dat Bike is competing with established players like Honda and Yamaha in the rapidly growing Vietnamese two-wheel EV market [1]