Core Viewpoint - Nissan aims to compete with Tesla by launching its next-generation ProPILOT driver assistance system, which utilizes technology from UK-based Wayve, with plans for implementation in mass production vehicles by the fiscal year 2027 [4][10]. Group 1: Technology Development - The new ProPILOT system, currently in L2 level, will require drivers to monitor the vehicle and road conditions at all times, similar to Tesla's Full Self-Driving (FSD) system [4][16]. - The ProPILOT system has evolved from its initial launch in 2016, with the latest version capable of handling complex urban environments using fewer sensors [7][9]. - Wayve's AI Driver software, which focuses on real-world data absorption and transfer capabilities, will be the core component of Nissan's next-generation ProPILOT [7][13]. Group 2: Strategic Partnerships - Nissan's collaboration with Wayve marks a significant step from theoretical partnerships to practical road testing, with a dedicated development center established in Yokohama to adapt to Japan's unique driving conditions [8][10]. - The partnership aims to deliver safer and smarter mobility technologies, leveraging Wayve's expertise in AI and real-world driving data [8][10]. Group 3: Market Positioning - Nissan's strategy emphasizes a "Japan first, then overseas" approach, showcasing its prototype's capabilities in Tokyo's urban settings [9][10]. - The company plans to initiate small-scale L4 autonomous services in Japan by the fiscal year 2027, starting with vehicles equipped with safety drivers [10][16]. - Nissan's focus on L2 capabilities in urban environments reflects a broader trend among Japanese automakers to explore diverse partnerships and regulatory pathways for autonomous driving [16].

Core Viewpoint - Tesla has disclosed significant capital expenditures and plans for further investments, particularly in AI and production capacity, while facing potential cash flow challenges and regulatory hurdles [1][5]. Group 1: Capital Expenditures - As of early this year, Tesla's cumulative capital expenditures reached approximately $44 billion, with $10 billion spent in the last fiscal year [1]. - For the current fiscal year, Tesla plans to invest an additional $8 billion, focusing on AI development, construction of the Mexico factory, and upgrades to the Cybertruck production line [1][3]. Group 2: AI Investments - AI is a central focus of Tesla's investment strategy, with $10 billion allocated for AI in 2024, nearly half of which is dedicated to self-developed AI inference computers, onboard sensors, and the Dojo supercomputer [3]. - The Cortex computing center, used for smart driving training, has deployed over 50,000 GPUs, with expectations to exceed 100,000 by year-end, positioning it among the top five supercomputing centers globally [3]. - The upcoming Dojo 2 supercomputer is set to enhance computing power by tenfold compared to its predecessor, accelerating the iteration of the Full Self-Driving (FSD) system [3]. Group 3: Production Capacity and Robotaxi Challenges - Tesla's capital expenditures also include the construction of the Mexico factory, which is crucial for expanding production capacity for the Model Y and future models [4]. - The launch of the Robotaxi pilot program in Texas has been delayed due to regulatory requirements, with a request to postpone until September to meet public safety standards [4]. - Despite regulatory challenges, the commercial rollout of Robotaxi is seen as a critical phase, with expectations for the FSD V14 version to focus on pedestrian path prediction and audio data processing capabilities by the second half of 2025 [4]. Group 4: Cash Flow Concerns and Market Ratings - Tesla's aggressive investment strategy has raised concerns about cash flow, with warnings from analysts that maintaining a capital expenditure of $11 billion could lead to negative free cash flow by 2025, the first occurrence since 2018 [5][6]. - Wells Fargo has reiterated a "sell" rating on Tesla's stock, setting a target price of $120, and predicts a second-quarter vehicle delivery of only 343,000 units, 17% below market expectations [6]. - The reduction in zero-emission vehicle credit revenue and declining delivery volumes may further impact Tesla's profitability [6].

Economic Data Impact - US retail sales in May recorded the largest decline since the beginning of the year, indicating a slowdown in consumer spending, particularly in the automotive sector. Retail sales fell by 0.9% month-over-month, while core retail sales decreased by 0.3% [5] - The Federal Reserve is expected to maintain interest rates in its upcoming meeting, with market predictions indicating two potential rate cuts of 25 basis points each starting as early as September [5] Energy Sector Response - International oil prices surged due to escalating tensions in the Middle East and the EU's proposal to ban imports of Russian oil and gas by the end of 2027. WTI crude oil rose by $3.07 (4.28%) to $74.84 per barrel, while Brent crude increased by $3.22 (4.4%) to $76.45 per barrel [10][9] - Energy stocks experienced a broad increase, with Occidental Petroleum, ExxonMobil, Chevron, ConocoPhillips, and Schlumberger all showing gains [10][11] Airline Industry Developments - Indian Airlines canceled at least five international flights due to technical issues, affecting Boeing aircraft. This led to a decline in airline stocks, with American Airlines dropping over 3% and United Airlines falling more than 6% [7][8] Technology Sector Trends - Major technology stocks experienced declines, with Tesla dropping nearly 4%, Apple down over 1%, and Amazon falling by 0.59%. The overall trend indicates a challenging environment for large tech companies [12] - Amazon's CEO indicated that the adoption of generative AI tools will lead to a reduction in the workforce over the next few years, as fewer employees will be needed for certain tasks [13]

Market Overview - US stock indices experienced a decline, with the Dow Jones down 0.7% to 42,215.8 points, the S&P 500 down 0.84% to 5,982.72 points, and the Nasdaq down 0.91% to 19,521.09 points [4][5][6] Retail Sales Data - In May, US retail sales recorded the largest decline since the beginning of the year, with a month-on-month decrease of 0.9%, against an expected decline of 0.7%. The previous value was revised from an increase of 0.1% to a decrease of 0.1% [6] - Core retail sales fell by 0.3%, while expectations were for a 0.1% increase. The previous value was also revised from an increase of 0.1% to flat [6] Energy Sector - The European Commission proposed a legislative plan to gradually stop importing Russian natural gas and oil by the end of 2027, leading to a surge in international oil prices [11][12] - West Texas Intermediate (WTI) crude oil for July delivery rose by $3.07, a 4.28% increase, closing at $74.84 per barrel. Brent crude for August delivery increased by $3.22, a 4.4% rise, closing at $76.45 per barrel [14][15] - Energy stocks saw a broad increase, with Occidental Petroleum and ExxonMobil rising over 1%, Chevron nearly 2%, ConocoPhillips up 0.53%, and Schlumberger up 0.47% [16] Airline Industry - Indian Airlines canceled at least five international flights due to technical issues, affecting Boeing aircraft [8] - Airline stocks showed weakness, with Boeing down 0.71%, American Airlines down over 3%, Delta Airlines down over 4%, Southwest Airlines down over 2%, and United Airlines down over 6% [9][10] Technology Sector - Major technology stocks fell across the board, with Tesla down nearly 4%, Apple down over 1%, Facebook down 0.7%, Amazon down 0.59%, Google down 0.46%, Nvidia down 0.39%, and Microsoft down 0.23% [18] - Amazon's CEO indicated that the adoption of generative AI tools will lead to a reduction in the workforce over the next few years, as fewer employees will be needed for certain tasks [19]

印度媒体公开空难幸存者走出火场新视频：在滚滚黑烟中慢慢走。 整理 ｜代明慧 点击上方【36氪随声听】，一键收听大公司热门新闻。听完音频记得添加进入 【我的小程序】 中哟！ 广州视源 电 子科技 股份有 限公司 36氪获悉，港 交所文件显示 ，广州视源电子科技股份有限公司向港交所提交上市申请书，联席保荐人为中金公司、广发证券 香港。 北京海致科技集团股份有限公司 36氪获悉 ，港交所文件显示，北京 海致科技集团股份有限公司向港交所提交上市申请书，联席保荐人为招银国际、中银国 际、申万宏源香港。 岸迈生物科技有限公司-B 36氪获悉，据港交所，岸迈生物科技有限公司-B向港交所提交上市申请书，联席保荐人为中信证券、招银国际。 涉钱德勒演 员死亡案一医生 同意认罪 印度媒体公开空难幸存者走出火场新视频：在滚滚黑烟中慢慢走 6月12日 ，一架从印度飞往 英国的波音客机在起飞后不久坠毁，空难唯一幸存者从现场逃离的新视频日前引发关注。印度新德 里电视台6月16日公开的视频显示，这名男子慢慢地走出火场，身后就是滚滚黑烟。一名路人看到后拉住他，马上把他带离。 报道称拉梅什坐在靠近应急舱门的11A，他称飞机坠毁在医学院宿舍的一楼 ...

点击蓝字，关注我们 马斯克在社交媒体X(前身为Twitter)分享了一段视频，显示特斯拉正在得克萨斯州奥斯汀的 道路上测试无人驾驶汽车。 自上周特朗普与马斯克之间愈发激烈的口水战令特斯拉(TSLA.US)市值单日蒸发14%以来的三个 交易日里，该股几乎收复全部股价与市值失地。 截至周二美股收盘，特斯拉股价大涨 5.7% ，收 于 326.09 美元，仅比上周三"特朗普-马斯克之间的争端与互相人身攻击闹剧"爆发之前的价位低约 6美元。 特斯拉Robotaxi上路测试的一段视频在互联网疯传，金融市场上关于该公司Robotaxi前景的积极评 价已经超过"特马闹剧"给特斯拉基本面预期带来的负面影响，很大程度上推动特斯拉股价在截至 周二美股收盘时实现三连涨。 特斯拉股价连续三个交易日上涨，使其逼近上周首席执行官马斯克与美国总统特朗普爆发争执前 的交易水平。马斯克在社交媒体X(前身为Twitter)分享了一段视频，显示特斯拉正在得克萨斯州奥 斯汀的道路上测试完全无人驾驶的电动汽车。 最新一波涨势主要源于多重迹象显示特朗普与马斯克之间的争端大幅缓和且双方均出现退让态 度，涨势的逻辑支撑还在于马斯克最新晒出的在全球引发热议的 ...