Core Insights - Tesla's stock price has dropped by 3.50%, indicating investor concerns amid market volatility [1] - Tesla's sales in Germany have seen a significant decline of 53.5% year-over-year, contrasting with growth in the overall electric vehicle market in Germany [1] - The upcoming shareholder meeting on November 7, 2025, will address CEO Elon Musk's compensation plan, which may face opposition and impact investor confidence in corporate governance [1] - Tesla has restarted the development of the Roadster electric supercar, which is expected to take two to three years to produce, potentially diverting resources from other projects [1] - In the U.S., Tesla is under investigation by the National Highway Traffic Safety Administration (NHTSA) regarding safety issues related to hidden door handles, which may fail due to low-pressure battery faults [2] - The combination of sales struggles, safety concerns, and management uncertainties suggests potential long-term impacts on Tesla's stock price [2]

Group 1 - Tesla shareholders approved Elon Musk's compensation plan with 75% majority, which includes a $1 billion payout in 12 tranches, unlocking 1% equity per tranche [2] - If all rewards are achieved, Musk could receive 423 million new shares, increasing his ownership from approximately 13% to about 25% [2] - Musk's targets for the next decade include delivering 20 million cars, operating 1 million Robotaxis, selling 1 million robots, and achieving core profits of $400 billion [2] Group 2 - Major US stock indices closed lower, with the Nasdaq down 1.9%, S&P 500 down 1.12%, and Dow Jones down 0.84% [3][4] - Notable declines in large tech stocks included Nvidia and Tesla, both down over 3%, while Microsoft fell for the seventh consecutive trading day, marking its longest losing streak since 2022 [3][4] - Chinese concept stocks showed mixed performance, with XPeng Motors up over 9% while others like NIO and Li Auto saw declines [3] Group 3 - WTI crude oil futures fell by 0.29% to $59.43 per barrel, while Brent crude oil futures dropped by 0.22% to $63.38 per barrel [5] - The US 10-year Treasury yield decreased by 7.01 basis points to 4.0890% [5] Group 4 - OpenAI announced it has surpassed 1 million global enterprise customers, reflecting a growing acceptance of AI in the business sector [16] - The company expects annual revenue to exceed $20 billion, potentially reaching "hundreds of billions" by 2030 [16] Group 5 - Huahong Semiconductor reported a record high sales revenue of $635.2 million in Q3, a year-on-year increase of 20.7% [17] - The company anticipates Q4 sales revenue between $650 million and $660 million, with a gross margin expected between 12% and 14% [17] Group 6 - Xpeng Motors plans to mass-produce its new humanoid robot, IRON, by April next year, showcasing advanced capabilities and design [14] - The robot features a human-like structure with a self-developed bionic muscle drive system [14]

Market Overview - US stock index futures showed slight increases, with Nasdaq futures up 0.09%, S&P 500 futures up 0.13%, and Dow futures up 0.06% [1] - Major European indices collectively declined, with Germany's DAX down 0.33%, UK's FTSE 100 down 0.2%, France's CAC down 0.68%, and the Euro Stoxx 50 down 0.26% [1] Company Developments - The US Supreme Court debated the legality of Trump's large-scale tariffs, with a majority of justices expressing skepticism [2] - Apple plans to pay approximately $1 billion annually to Google, with the new Siri integrating the Gemini large model set to launch next year [2] - Tesla will hold its annual shareholder meeting on November 6, where shareholders will vote on Musk's $1 trillion compensation plan [2] - Tesla has reportedly restarted the development of the Roadster electric supercar, with production expected to take at least two to three more years [2] - As of November 5, Taobao's flash sales have generated over 100 million e-commerce orders during the Double 11 shopping festival [2] - Xpeng unveiled a new generation humanoid robot designed with a female appearance, with plans for mass production in April next year [2] - SoftBank reportedly considered a $100 billion acquisition of Mellanox Technologies, potentially merging it with its Arm subsidiary [2] - Starbucks employees at US locations plan to strike next week, targeting the holiday sales peak known as "Red Cup Day" [2] - EchoStar and SpaceX reached a revised final agreement, increasing the total transaction price to $19.6 billion [2] Financial Performance - Qualcomm's Q4 revenue reached $11.27 billion, exceeding expectations, despite a net loss of $3.12 billion due to tax expenses [2] - Arm's Q2 revenue was $1.14 billion, with net profit soaring 122% year-over-year to $238 million, both surpassing expectations [2] - AstraZeneca reported a 12% year-over-year increase in Q3 revenue to $15.191 billion, with core earnings per share at $2.38 [2] - AppLovin's Q3 revenue grew 68.9% year-over-year to $1.41 billion, with a significant $3.2 billion allocated for share buybacks [2] - Lyft's Q3 revenue was $1.69 billion, slightly below expectations, while total bookings reached a record $4.8 billion [2] - Duolingo's Q3 performance exceeded expectations, but Q4 booking guidance fell short, indicating a potential slowdown in daily active user growth [2] - Lucid's Q3 revenue increased 68% year-over-year to $340 million, though it still fell short of expectations, with a net loss of approximately $980 million [2] - Snap's Q3 results surpassed expectations, and the company entered a $400 million partnership with AI startup Perplexity [2]