Group 1 - Goldman Sachs significantly lowered Tesla's Q2 delivery forecast from 410,000 to 365,000 units, indicating weakening demand and increasing competition [1][2] - The report highlights a systematic deterioration in consumer sentiment towards Tesla, particularly in North America and Europe, with notable declines in brand awareness and purchase intent [2][3] - UBS analysts echoed Goldman Sachs' concerns, warning of declining consumer enthusiasm for the Tesla brand and maintaining a sell rating with a 12-month target price of $190, which is 33% lower than the recent closing price [7] Group 2 - Goldman Sachs revised its long-term delivery expectations downward for the next three years, with 2025 deliveries adjusted from 1.7 million to 1.575 million, 2026 from 1.95 million to 1.865 million, and 2027 from 2.2 million to 2.15 million [4] - The earnings per share (EPS) estimates were also reduced, with 2025 expectations lowered from $1.25 to $1.10, 2026 from $2.15 to $2.05, and 2027 from $3.10 to $3.00 [4] - Despite the negative outlook from some analysts, Wedbush Securities raised its 12-month target price for Tesla from $350 to $500, citing the upcoming launch of the Cybercab as a significant catalyst [8]

Group 1 - Nvidia's pre-market stock dropped over 1% [1] - Popular Chinese concept stocks saw gains in pre-market trading, with Li Auto up 1.34% [1] - Google executive predicts significant breakthroughs in quantum computing in about five years [1] - Qualcomm filed complaints against Arm for limiting access to key technologies, harming market competition [1] Group 2 - Tesla announced its entry into the Saudi market with a product launch event scheduled for April 10 [2] - Vietnam approved SpaceX's Starlink satellite internet for trial operations until the end of 2030 [2] - Bawang Tea submitted an IPO prospectus to the SEC, planning to list on NASDAQ with the ticker symbol CHA [2] - Faraday Future will deliver its first FF 91 2.0 model to a New York investment bank on March 28 [2] Group 3 - Morgan Stanley raised the target price for Carvana from $260 to $280, upgrading the rating from "neutral" to "overweight" [3]