市场预计，特斯拉第三季度汽车交付量将实现同比增长，部分原因是7500美元电动汽车税收抵免政策即 将到期，推动了近期的销售热潮。 周一，特斯拉(TSLA.US)涨6%，报419.71美元。消息面上，文件显示，马斯克于9月12日在公开市场购 买了257万股特斯拉普通股，价格介于每股372.370美元至396.540美元之间，价值约10亿美元。 近期，特斯拉在中国、欧洲等地的销量均出现积极信号。在中国市场，登录特斯拉官网会发现，特斯拉 Model Y L车型的预计交付时间已经变成了2025年11月，这意味着10月份能够销售的Model Y L车型已经 售罄。在挪威和西班牙市场，特斯拉销量有所上涨。8月，特斯拉在挪威新车注册量增长21.3%，而西 班牙市场，特斯拉8月销量从去年同期的549辆增至1435辆，增幅达161%。 ...

特斯拉(TSLA.US)盘初一度涨超7%。消息上，特斯拉首席执行官埃隆·马斯克于9月12日在公开市场购买了257万股该公司 的普通股，价格介于每股372.370美元至396.540美元之间，价值约10亿美元。 近期，特斯拉在中国、欧洲等地的销量均出现积极信号。在中国市场，登录特斯拉官网会发现，特斯拉Model Y L车型的 预计交付时间已经变成了2025年11月，这意味着10月份能够销售的Model Y L车型已经售罄。(格隆汇) ...

市场预计，特斯拉第三季度汽车交付量将实现同比增长，部分原因是7500美元电动汽车税收抵免政策即 将到期，推动了近期的销售热潮。 近期，特斯拉在中国、欧洲等地的销量均出现积极信号。在中国市场，登录特斯拉官网会发现，特斯拉 Model Y L车型的预计交付时间已经变成了2025年11月，这意味着10月份能够销售的Model Y L车型已经 售罄。在挪威和西班牙市场，特斯拉销量有所上涨。8月，特斯拉在挪威新车注册量增长21.3%，而西 班牙市场，特斯拉8月销量从去年同期的549辆增至1435辆，增幅达161%。 智通财经APP获悉，周一，特斯拉(TSLA.US)涨6%，报419.71美元。消息面上，文件显示，马斯克于9 月12日在公开市场购买了257万股特斯拉普通股，价格介于每股372.370美元至396.540美元之间，价值约 10亿美元。 ...

Group 1 - The State Council of China, led by Premier Li Qiang, held a meeting to discuss the implementation of large-scale equipment updates and the old-for-new consumption policy, aiming to boost sports consumption and promote high-quality development in the sports industry [3] - The People's Bank of China and the State Administration of Foreign Exchange released a draft regulation for the interbank foreign exchange market, focusing on enhancing market supervision and establishing a comprehensive regulatory framework [8] - The China Securities Regulatory Commission modified the classification evaluation regulations for securities companies, emphasizing high-quality development and comprehensive penalties for misconduct [9] Group 2 - In the first seven months of 2025, China attracted 467.34 billion yuan in foreign investment, with a year-on-year decrease of 13.4%, while the number of newly established foreign-invested enterprises increased by 14.1% [9] - The China Photovoltaic Industry Association issued an initiative to resist malicious competition below cost and emphasized the importance of quality and compliance with laws [12] - The Ministry of Industry and Information Technology announced a temporary regulation for rare earth mining and smelting separation, implementing total quantity control management [11] Group 3 - BYD announced legal actions against accounts spreading false information about the company, reinforcing its commitment to protecting its reputation [18] - Dongfeng Motor Group plans to privatize and delist while its subsidiary, Lantu Motors, is set to list on the Hong Kong Stock Exchange [19] - Bubble Mart officially announced the release of a mini version of LABUBU, priced at 79 yuan per blind box, aimed at stimulating market interest [20][21] Group 4 - Country Garden expects a net loss of 18.5 billion to 21.5 billion yuan for the first half of 2025, attributed to a decline in project settlement scale and increased asset impairment [22] - The Hang Seng Index will include China Telecom, JD Logistics, and Bubble Mart, which may positively impact their stock prices [23] - Alibaba restructured its business segments on its official website, aiming for clearer representation of its operations [24][25] Group 5 - Tesla is collaborating with Volcano Engine to enhance the interactive experience of its new Model Y L vehicle through advanced AI models [29] - The chairman of Tahoe Group was detained for suspected illegal activities, raising concerns about the company's governance and operational impact [27][28]

[Table_Summary] ► 行情回顾：牛市氛围下，资金愈发勇敢 [Table_Title] 稳扎稳打 [Table_Title2] 类权益周报 7 月 14-18 日，类权益市场继续走强。截至 2025 年 7 月 18 日，万得全 A 收盘价为 5499.27，较 7 月 11 日上涨 1.40%；中 证转债同期上涨 0.67%，各价位估值均走扩。 资金参与情绪积极，融资余额自 6 月底以来回升，逐步接近 3 月内高点。随着市场风险偏好的提高，高波资产受到青睐。 不过，资金对此也有筛选，业绩预增是主要线索。7 月以来， 万得预增指数显著跑赢业绩预亏指数和万得全 A。 ► 海外线索："解雇鲍威尔"担忧升温 美国零售数据超预期，对美股形成支撑。同时，"解雇鲍威 尔"担忧一度升温，市场担忧继任美联储主席听命于美国总 统，导致美元明显调整。整体来看，"乱纪元"的叙事并未 改变，在关税的基础上，近期加入了"解雇鲍威尔"，美联储 独立性受质疑，发达经济体债务可持续的担忧再度显现。继 续关注关税谈判进展，尤其是日本、欧洲的谈判进展。 ► 策略：政策预期为矛，安全边际为盾 指数高位&隐含波动率回落至低位，指向我们维 ...