点击注册小程序 查看完整报告 特别申明： 本订阅号中所涉及的证券研究信息由光大证券研究所编写，仅面向光大证券专业投资者客 户，用作新媒体形势下研究信息和研究观点的沟通交流。非光大证券专业投资者客户，请勿 订阅、接收或使用本订阅号中的任何信息。本订阅号难以设置访问权限，若给您造成不便， 敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相关人员为光大 证券的客户。 光大研究一周热榜，精选"光溯" 小程序本周阅读量前十研报。 No.1 龄听光的声音/洞悉光的观察/了解光的态度 望向新高－－2025年中期策略 张宇生,王国兴,张卓然,郭磊 策略月报 整体来看，去年9月以来的市场行情已从政策驱动逐步转向基本 面与流动性驱动，未来市场行情演绎的节奏或可参照2019年。 展望下半年，市场仍存在一些预期差，如短期基本面改善的持 续性、资金持续流入及新兴产业发展带来的机遇等。因此我们 认为，下半年市场将开启下一阶段上涨行情，并有望突破2024 年下半年的阶段性高点。 长按识别小程序码进入 光大证券小程序 阅读全文 洞悉光的观察 / 聆听光的声音 / 了解光的态度 725W. No.2 龄正光的皇景烟落米的碰蓉 ...

据《每日经济新闻》， 记者 7月11日 从 特斯拉中国处获悉，上海市青浦区人民法院对此事作出二审 判决，均维持原判： 上海车展站上特斯拉车顶的河南张女士被认定侵犯特斯拉名誉权，应向特斯拉 赔礼道歉并赔偿17万元。同时，组织策划特斯拉上海车展事件的媒体人封某，向特斯拉道歉并赔偿 25万元。 据司法评估机构出具的评估报告显示， "上海车展事件"使特斯拉遭受了超过1.7亿元订单直接损 失、数千万元商誉损失。 在此事件后还曾发生几起车主号称"刹车失灵"的事故，最终司法鉴定机构 作出的鉴定结果都显示事故原因与特斯拉车辆本身无关。 二审判决中，法院同样认定媒体人封某在2021年4月19日"上海车展事件"中，起到了组织、策划的 作用。同时，因封某长期在微博上攻击特斯拉、贬损特斯拉名誉的行为，法院判决其在微博账号及 《法治日报》向特斯拉赔礼道歉，赔偿损失25万元。 2025.07. 11 本文字数：496，阅读时长大约1分钟 2021年女车主上海车展站上特斯拉车顶一事有了新进展。 据悉，另有一起一审判决结果显示，某新能源车企CEO对此类事件发表不当言论被判败诉，需向特 斯拉道歉并赔偿。 微信编辑 | 苏小 推荐阅读 "黄金平 ...

智通财经7月11日电，特斯拉印度公司表示，7月15日通过在孟买开设特斯拉体验中心，特斯拉进军印度 市场。 ...

特斯拉印度将于7月15日通过开设特斯拉体验中心正式进军印度市场。 ...

加利福尼亚公共事业委员会发言人：特斯拉(TSLA.O)自今年三月获得首张运营许可以来，尚未申请任 何新的运营许可证。 ...

特斯拉涨近4%，马斯克称Grok最迟下周就会应用于特斯拉汽车。 ...

特斯拉(TSLA.O)涨近4%，马斯克称Grok最迟下周就会应用于特斯拉汽车。 ...

Group 1 - Elon Musk announced that Grok will soon be integrated into Tesla vehicles, with implementation expected by next week at the latest [1] - Grok is anticipated to enhance Tesla's capabilities, potentially improving user experience and vehicle performance [1] - The integration of Grok aligns with Tesla's ongoing efforts to innovate and maintain a competitive edge in the automotive industry [1] Group 2 - The announcement reflects Tesla's commitment to leveraging advanced technologies to enhance its product offerings [1] - This move may signal a broader trend in the automotive sector towards incorporating AI and machine learning solutions [1] - The integration of Grok could influence consumer perception and demand for Tesla vehicles, impacting sales and market share [1]

Core Viewpoint - Elon Musk's political ambitions and the establishment of a new political party have negatively impacted Tesla's stock performance and overall business, leading to significant declines in sales and profits [1][3][15]. Group 1: Stock Performance and Market Reaction - Following Musk's announcement of forming the "American Party," Tesla's stock dropped nearly 7% on July 7, resulting in a market value loss of over $68 billion (approximately 487.9 billion RMB) [1]. - Since Musk's political involvement, Tesla's stock has decreased by 35% from its historical high in December, with a 22% decline in 2023, making it the worst performer among the "Tech Seven" in the U.S. stock market [1][4]. Group 2: Sales and Profit Decline - Tesla's revenue surged from $31.5 billion in 2020 to $96.8 billion in 2023, nearly tripling, while global sales increased from under 500,000 units to 1.8086 million units [4]. - However, in 2024, Tesla's sales began to decline, with annual sales at 1.7892 million units, a year-on-year decrease of 1%, and net profit halved to $7.1 billion [4][9]. - In key markets, Tesla's sales fell significantly: a 10.5% drop in Europe to 327,000 units, a 5.1% decline in the U.S. to 623,000 units, while China saw an 8.8% growth to 657,000 units, lagging behind industry growth [4][9]. Group 3: Political Influence and Market Impact - Musk's political support for Trump has led to a backlash, with protests against Tesla and a significant drop in sales, particularly in Europe, where sales plummeted by approximately 50% after Trump's election [7][9]. - In the first quarter of the year, Tesla's profits fell by 71% year-on-year, with a 13% decrease in sales, marking the worst quarterly performance since 2022 [13]. - The "Big and Beautiful" Act signed by Trump eliminated key tax incentives for electric vehicle buyers, potentially costing Tesla around $1.2 billion annually, which is 17% of its expected profits for 2024 [15]. Group 4: Future Outlook and Challenges - The establishment of a third political party by Musk faces significant legal and financial hurdles, making it a challenging endeavor [16]. - Experts suggest that Musk's political experiment could have far-reaching implications for Tesla, intertwining the company's fate with political dynamics [16].

A股除了没法让大部分人赚钱以外，整体，还是很可爱的，至少让我省了不少红包的钱。 开个玩笑，讲正经的，今天市场非常强，原因可能主要是几个方面。 第一，全球的TACO 交易 （赌川宝继续怂） 。虽然，川宝那边昨天开始给日韩在内的国家发函，敦促其加快谈判，但市场认为从7月9日拖到8 月1日，就是怂，可以干，因此，除了美股以外，全球普涨，包括不在图片里的印尼、菲律宾、马来西亚、越南等亚太市场，也齐涨。 第二，因为量化新规，憋了一天的资金，回补了 。三个迹象，一是周五融资盘走了63亿，而周一量化新规落地后，资金看小微盘没波动，昨天 63亿资金，齐齐整整全回来了；二是今天交易量重新回到1.5万亿；三是上面提到的死活不破3500点，显然和量化关系比较大，害怕突破整数位 后，触发卖出信号。 今天市场太有意思了，上午盘面不错，中午我在持有人群里说，如果下午上证破3500，就发个红包，结果， 下午上证最高点摸到了3499.89，就 差个0.11 ，有种面对空门也不射的感觉。 第三，港股那边，也有积极信号 。昨天提到，南下加仓120亿，是五一后净买入最高的一天，而看个股的话，昨天，阿里、腾讯、小米，三巨 头，纷纷获得净买入，合计超 ...