US Stocks Likely To Open In Red After Christmas Break But Analysts Still Expect A Santa Rally Into The New Year
Year-end review of the top ten global financial hotspots for 2024: shift in MMF policy, Trump's election victory, and significant stock market fluctuations.
In 2024, the financial market witnessed a significant turn in MMF policy, profound impacts of geopolitical events, fluctuations in the Technology Industry, and a major reconstruction of Global Assets allocation.
S&P 500 Surges Over 1% As Santa Rally Kicks Off, Tesla, Nvidia Gain: Greed Index Remains In 'Fear' Zone
Tesla, Toyota And 3 Stocks To Watch Heading Into Thursday
2024 Year-End Review | Tesla FSD heats up the Capital Markets, with over ten smart driving companies collectively heading for IPO.
① A total of 14 Asia Vets-related companies have completed listing or submitted listing applications on the Hong Kong Stock Exchange or Nasdaq. ② The market's demand for the intelligent transformation of Autos and the implementation of advanced autonomous driving-related policies have become two major driving forces for the Capital Markets to accept Asia Vets companies. ③ The common issues of capital shortages and performance losses faced within the Industry are key factors that drive smart driving companies to seek IPOs.
Since the election day, it has surged by 90%! Tesla is expected to set a delivery record in Q4, will its stock price be able to reach new heights as a result?
With the start of the "Christmas Rally" in the U.S. stock market, the stock price of $Tesla (TSLA.US)$ soared 7.4% on Tuesday, leading the tech giants. Since Trump won the presidential election, Tesla stocks have entered supercharging mode, with investor enthusiasm pushing the stock price up by 90%. This surge has attracted widespread attention in the market, especially as Tesla is about to announce its fourth-quarter delivery data. Tesla's Q4 is expected to set a delivery record. Tesla is projected to release the full fourth-quarter vehicle delivery data around January 2. According to market forecasts, Tesla is likely to break its previous delivery records.
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Deutsche Bank predicts that fourth-quarter deliveries will fall short of expectations, but do the passionate Tesla fans still care?
Deutsche Bank Analysts Edison Yu and **** Dong stated that the fourth quarter "is Tesla's largest delivery quarter," but "so far, we believe the delivery volume is slightly below" the expected annual growth of 0.515 million vehicles - whether Tesla can reach this target in the fourth quarter and achieve annual growth is still in question.
Cui Dongshu: From January to November, China imported 640,000 Autos, a year-on-year decrease of 11%.
The import volume of autos in China has continued to decline at an average annual rate of about 8% from 1.24 million units in 2017, reaching only 0.8 million units by 2023. In the period from January to November 2024, auto imports were 0.64 million units, a year-on-year decrease of 11%.
Musk initiated a revolution in manufacturing, but no one noticed.
The CEO of Launch I/O stated that Tesla designs, tests, and perfects its factories just like it does with its Autos, setting specifications and performance Indicators. This focus on manufacturing efficiency will significantly reduce production costs, potentially approaching zero: "I believe many people are not paying enough attention to this. In the future, whether it's the Cybertruck or the Optimus Siasun Robot&Automation, this method will be used for production."
After building cars, will we create 'humans'? Over ten car companies are laying out plans, has it become a necessary option in the AI era?
① The Chairman of Ideal Automobile, Li Xiang, responded to whether there will be humanoid robots, stating that the probability is definitely 100%, but the timing is not now; ② Apart from Tesla, Chinese brands including BYD, Guangzhou Automobile Group, Chery Automobile, Xiaomi, Chongqing Sokon Industry Group Stock, Xpeng Motors, SAIC Motor, Chongqing Changan Automobile, and Dongfeng Automobile are all involved in the field of humanoid robots.
Even opponents can be a boost! Trump may still ultimately be Bullish for clean Energy?
① For a long time, Trump has had a contentious relationship with the NENGYUANHANGYE in the USA; ② however, some industry insiders indicate that Trump's ascendance may not only bring Bearish impacts for the clean energy sector...
Express News | U.S. stock night trading: WSB Concept stock GameStop rises over 7%; Tesla continues to rise over 1%, MSTR rises over 2%.
Attraction crushes the broad Index! In 2024, individual investors net bought 29.8 billion USD of NVIDIA Stocks.
①NVIDIA is the second consecutive year to surpass the S&P 500 Index Fund, becoming the "most favored stock among retail investors in the U.S." after Tesla; ②Various signs also indicate that the dark horse in the competition for the most loved stock among retail investors next year has begun to emerge in the fourth quarter.
Famous Analyst warns: the Technology bubble is approaching a "critical point", be wary of large hedge funds selling off.
Kaplan, the CEO of True Contrarian blog and newsletter, believes that the current technology bubble in U.S. stocks has grown larger... the current bear market may have already begun. He also stated that if stocks like QQQ drop by 20%, those funds worth trillions of dollars will sell off at the same time.
Concerns over sales amidst a battle of optimism, can Tesla's stock price still support market expectations?
① Last week, Daniel Ives, an Analyst from the USA investment bank Wedbush, raised the Target Price for Tesla to $515; ② Deutsche Bank Analysts are skeptical about Tesla's ability to meet the annual delivery growth target, believing that the delivery volume in the fourth quarter is unlikely to reach 0.515 million vehicles.
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Tesla's Market Cap accounts for half of the Global Autos industry! In 2025, autonomous driving will迎来 the ChatGPT moment; how will the competitive landscape evolve?
The Pacific Securities believes that the next three years are a critical phase for the intelligent upgrade of Electric Vehicles, with Tesla being the core driving force. By 2025, Tesla's FSD is expected to gradually reach a turning point globally, driving the New energy Fund industry into a truly intelligent era. Under the catfish effect of Tesla, leading Electric Vehicle companies domestically and internationally are expected to accelerate intelligent applications, thus opening up demand space.