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William Blair's Jed Dorsheimer on Tesla: Technology is always deflationary
CNBC Television· 2025-06-30 15:45
The Model Y SUV drove 30 minutes to a customer's home from the factory in Austin, Texas, where the company also just launched its robo taxi service. Well, joining us now, Jed Dorshimer, group head of energy and power technologies at William Blair. He's got an overweight rating on the stock.Great to have you with us as always. Good to see you. What What's the latest.Thanks for having me back. Yeah. What's the latest change you put out.So, you've had a buy for a while and a and a price target where and you're ...
高开高走!
中国基金报· 2025-06-24 09:43
【 导读 】 港股高开高走,科网 、 金融 、 汽车板块普涨,油气概念 股 大跌 见习记者 储是 6月24日,港股三大指数高开高走。截至收盘,恒生指数上涨2.06%,恒生科技指数上涨2.14%,恒生国企指数上涨1.9%。盘面上,科网 、 金融股普涨,新能源汽车板块涨幅居前,油气概念股大跌 。 科网股 、 金融股普涨 大型科技股、金融股普遍上涨,小米涨近4%,弘业期货大涨超15%,中国银河涨近9%,中国太平、中国平安领涨保险股,此外,交通银 行、建设银行、工商银行再创新高 。 | 工商银行 | | | 建设银行 | 汇丰控股 | | 招商银行 | | --- | --- | --- | --- | --- | --- | --- | | 1.91% | | | 2.56% | 2.51% | | 1.95% | | | | | 中国银行 | 交通银行 2.73% | | 中信银行 0.64% | | 农业银行 1.24% | | | 1.74% | | | | | | | | | 邮储银行 | | 中银香港 | | | | | | 1.64% | | 1.67% | | 中国人寿 3.88% | | 中国平安 ...
Tesla's robotaxis to hit the streets: Don't expect them to dominate just yet, analyst warns
Yahoo Finance· 2025-06-21 14:00
[Music] Tesla set to roll out their robo taxis this weekend and our next guest today says a successful launch is essential for Tesla to validate the company's long-term pivot toward autonomous mobility. For more, let's welcome in now Stephen Janggerro Steel NextG transport analyst. Stephen, it is good to see you.So, uh Tesla's robo taxi service rolling out this weekend there in Texas. Stephen, what what do you expect to see and hear and how excited should investors be for this moment. Yeah.Hi Josh and thank ...
'Heroic' what Tesla investors have to underwrite at current price levels, says Guggenheim's Jewsikow
CNBC Television· 2025-06-16 14:35
that has a sale on it today. If I crossed out the word sell and I read it, I would be buying. I mean, it's that positive.It's about robo taxi and but and it's about the total addressable market and initially uh Tesla won't do that well. But I've got to tell you, I would never sell Tesla in this. I was Kramer on the show last week challenging this note from Guggenheim on Tesla this or actually last week which did explore the potential risks with the robo taxi push which we're getting closer to that June 22 d ...
Tesla has some major near-term challenges, analyst says
Yahoo Finance· 2025-06-12 15:28
Tesla protesters set to hold an event tonight highlighting alleged safety flaws with the company's robo taxis. This as Tesla delays the program's launch. Now scheduled to roll out on June 22nd after public rides were scheduled to begin today.Joining me now, we've got Garrett Nelson, CFR analyst. Garrett, you have a hold rating and a one uh a $320 price target on Tesla. What are you expecting from this robo taxi launch.Yeah, thanks for having me. We think it's going to be a lot more ro lowkey than uh the rob ...
Google CEO on Elon Musk, Tesla, and Waymo
Lex Fridman· 2025-06-10 20:51
The competition is heating up. You've been uh friendly with Elon even though technically is a competitor. What do you think about the robo taxi efforts that Tesla is doing.We don't compete with Tesla directly. We are not making cars etc. Right. We building L45 autonomy.We're building a Whimo driver which is general purpose and can be used in many settings. They're obviously working on making Tesla self-driving too. I've just assumed it's a de facto that Elon would succeed in whatever he does.So that is uh n ...
Speed Running Mary Meeker's AI Trends | The Brainstorm EP 90
ARK Invest· 2025-06-04 20:00
[Music] Welcome to the brainstorm episode 90 today in person. Great to see you guys. We're going through and speedrunning the Mary Maker AI trends report.340 slides in 20 15 minutes. We'll see if we can do it. Uh pull up your Subway Surfer next to this because this is going to be uh fastpaced here.Biggest takeaway maybe we just start there. The whole 340 slides to me is this is happening fast, very fast. Any Yeah. Any other takeway.And we kind of already knew that. So So is that the only trend. Are we done. ...
刘强东,又有大动作?
21世纪经济报道· 2025-05-11 04:15
据中工汽车网报道, 早在2 0 1 5年,蔚来汽车董事长李斌和刘强东、章泽天见面时,花了1 5分 钟 介 绍 汽 车 项 目 。 彼 时 , 刘 强 东 仅 仅 思 考 了 1 0 秒 , 就 决 定 给 李 斌 投 资 。 现 在 , 刘 强 东 通 过 Ma xSma rtLimit e d家族信托,持有蔚来汽车2 . 8 2%的股份,是蔚来重要的股东之一。 近日,天眼查显示,京东集团旗下子公司北京京东叁佰陆拾度电子商务有限公司,申请注册 多枚" J o y r o b o t a x i "商标,国际分类涵盖运输工具、科学仪器、运输贮藏等核心领域,当前商 标状态均为等待实质审查。 | 1 - 1 | | 都在用的商业查询工具 | 查公司 查老板 音风险 | 童关系 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 国家中小企业发展子基金旗下机构 | 北京京东叁佰陆拾度电子商务有限公司 | 8 | 天眼一下 | ■ 应用▼ 合作通道▼ 企业级产品▼ 合 | | | 基本信息 107 | | 上市信息 128 | 法律诉讼 999 ...