[music] We're back on Morning Trade Live. Let's take a closer look at Tesla. The stock is up 12% this year, but that doesn't begin to tell the story of this chart.After hitting an all-time [music] high, shares plummeted more than 50% over the next four months to its tariff induced April low. [music] Since then, we've seen a move to the upside of more than 110% and a 30% gain since midepptember. So, I think it's fair to say that shareholders have been on quite a roller coaster ride.Let's go inside out on Tes ...

As electric vehicle adoption slows in the U.S., GM announced a $1.6 billion write down related to its EV investments. ...

Group 1 - Tesla's stock has increased by 6%, marking its best performance since April, with a shift in sentiment from bearish to bullish among traders [1] - The consensus for Q3 deliveries is expected to be low, indicating a challenging environment for the EV business [1] - The upcoming expiration of the $7,500 tax credit at the end of the month may lead to a pull forward in demand, benefiting Tesla's stock [2] Group 2 - Tesla's stock has established a base with a series of higher lows and is approaching a resistance level, which could lead to a rally as Q3 delivery reports are anticipated [3] - Historical trends suggest that November and December are typically strong months for Tesla, potentially providing additional momentum due to the EV credits [4] - September is generally a weaker month, but the impending expiration of EV credits may create a tailwind for Tesla's performance [5]

Company Overview - BYD Company (BYDDY) has recently surpassed Tesla to become the world's largest electric vehicle (EV) manufacturer, selling nearly 607,000 battery-powered EVs in Q2 compared to Tesla's 373,728 deliveries [2][3] - The company is not only focused on EVs but also manufactures hybrids, buses, high-speed trains, electronics components, and lithium batteries for other automakers [4][10] Market Position - BYD is highly self-sufficient, producing its own electronic components and batteries, and even owns seven cargo ships for vehicle delivery, enhancing its operational flexibility [5] - The company holds approximately 30% of China's EV market share, significantly ahead of its nearest competitor, Geely, which has just over 10% [11] Growth Potential - The demand for new energy vehicles in China is increasing, with July sales reaching 1.26 million cars, a 27% year-over-year increase, and projections indicate that new energy vehicles could account for 80% of new car sales in China by 2030 [10] - A $100,000 investment in BYD today could potentially grow to $1 million in 15 to 20 years, requiring an average annual gain of 12% to 16%, which, while above historical norms, is plausible given the company's performance and market conditions [14]

以下文章来源于巨潮东北亚 ，作者老鱼儿 巨潮东北亚 . 向北开放第一新媒 本田+日产+三菱。 作者 | 老鱼儿 编辑 | 夏秋春 来源 | 巨潮东北亚 (ID:juchaoDBY) 新能源汽车扇起的翅膀，终于在传统车商的地盘上刮起了更加猛烈的旋风。 根据日经中文网的报道，本田与日产汽车将就业务整合展开磋商，将就成立控股公司并 将两家企业纳入旗下的方向推进协调。根据目前的口径，本田和日产将于近期签署谅解 备忘录（MOU），今后将确定控股公司的持股比例等详细内容。 报道中还提到，本田和日产从3月就开始探讨合作事宜，8月开展全面业务合作——这是 一次接近一年时间的长时间讨论，双方就车载软件及零部件的通用化等进行了协商。并 且，由于日产同时也是三菱汽车的最大股东，三菱汽车也表明了加入本田和日产联盟、 开展合作的方针。 根据公开的数据， 这三家车企在全球的整体销量超过800万辆。如果三家企业统合，将 超过现代汽车起亚，成为世界第三大汽车集团。 世界第三的名号非常炫目，不过这样的合作在如今的产业形势下，很难称得上是强强联 合，更像是抱团取暖。 数据显示，日本的8大车企2024年上半年度（4月至9月）全球产量为1187.8 ...