Tesla Exec Says 'We Will Be Ready' To Efficiently Produce Autonomous Vehicles As Shanghai Megafactory Nears Completion
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.
Li Xiang discusses the latest Global Strategy of "Ideal" - transforming into an AI company, aiming for the top three domestic large models, and in the future, building a unified VLA model to become your silicon-based family.
Recently, Li Xiang announced that Li Auto is no longer just an automobile manufacturer but an AI company. "ChatGPT has ushered in a new AI era, which has strengthened our belief - Smart Automobile must focus on AI as its core, not just the intelligence of Hardware."
Zhiji and Avita have recently attracted significant investment, with 'state-owned investors' fully backing New energy Fund automobiles.
① The 9.4 billion yuan financing for Zhiji Autos has continued support from both state-owned investment Institutions and market-oriented investment Institutions. ② From Zhiji Autos in Shanghai to Avita in Chongqing, then to GAC Aion, NIO in Hefei, and Li Auto in Changzhou, the involvement of local state-owned assets reflects the demand for industry drive and regional development. ③ After the conclusion of the Central Economic Work Conference, local governments are actively promoting industrial upgrades, demonstrating their main roles and responsibilities in the transition between new and old drivers of growth.
Express News | U.S. stock night trading: WSB Concept stock GameStop rises over 7%; Tesla continues to rise over 1%, MSTR rises over 2%.
Li Xiang speaks out publicly after nine months: 100% humanoid Siasun Robot&Automation, not making Robotaxi.
Regarding the future product layout, Li Xiang directly denied the Robotaxi product, stating that Li Auto will not enter this area, but Li Auto will definitely develop humanoid robots, although the timing is not now. By 2030, Li Auto has a 50% chance of creating a very interesting supercar that will incorporate AI.
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.
10 Consumer Discretionary Stocks Whale Activity In Today's Session
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.
Top 7 Blue-Chip Stocks With The Best Return Potential Going Into 2025
Tesla Cybertruck's Popularity Threatens Ford F-150 Lightning Sales, Shows Data
Electric vehicle companies are also "breaking down walls"! Xiaomi Autos have joined the "Wei Xiaoli" charging network.
① Xiaomi Autos has reached a Charging Station sharing cooperation with "Weixiaoli", but will still build its own Charging Stations later. ② The charging service market is gradually maturing and improving, but latecomer Electric Vehicle brands outside of Xiaomi Autos will still choose to build their own Charging Stations.
Tech, Toys, And Tesla: The Ultimate Santa Tech Wishlist From Magnificent 7 Companies
Daily Options Tracking | The "Christmas Market" has arrived as expected! MSTR's Call ratio has surged to 61%, and multiple Tesla Call orders have earned over 5 times; Apple is set to hit 4 trillion dollars, with trading in Call Options heating up.
Bitcoin ETF - IBIT rose over 6% overnight, with an Options Chain Volume of 0.19 million contracts, and Call options accounting for 76%; on the Options Chain, bulls are the market Block Orders, with the highest transaction volume for next year's expiry with a strike price of $55, totaling 8,600 contracts.
Tesla Tackling 'Critical Safety Issue' In FSD With Audio Detection For Emergency Vehicles, Says Ross Gerber: 'Humans Use More Than One Sense To Drive'