10 Industrials Stocks Whale Activity In Today's Session
Nikola Options Spot-On: On November 29th, 82,923 Contracts Were Traded, With 1.29 Million Open Interest
On November 29th ET, $Nikola(NKLA.US)$ had active options trading, with a total trading volume of 82,923 options for the day, of which put options accounted for 75.73% of the total transactions, and
Troubles within and without for American car manufacturers: Trump's tariffs and the "price war" in the China car market.
Tariffs may lead to price increases and a decrease in demand. Meanwhile, the fierce price competition in the china automotive industry will pose challenges for usa car companies' operations in china.
EV Sales Slow As Consumers Grow Weary Over High Costs, Charging NeedsHybrid Cars Have Outperformed Expectations Originally Set for EVs in 2024
(NKLA) - Analyzing Nikola's Short Interest
As soon as Trump raised the tariff stick, the North American metal and auto industries were already hit.
On Monday, Eastern Time, President-elect Trump of the United States announced his plan to impose tariffs of up to 25% on imports from Mexico and Canada after taking office, triggering immediate reactions in the forex market. The US dollar rose more than 2% against the Mexican Peso, reaching a four-year high against the Canadian Dollar. Trump's move aims to address illegal immigration and drug issues, but analysts widely believe that this tariff policy may have profound implications for the economies of the USA and its neighboring countries.
Lifting a rock to smash one's own foot! As soon as the threat of tariffs from Trump emerged, the stock prices of usa automotive giants plummeted.
① The usa's incoming president Trump threatened to impose a 25% tariff on imported commodities from Mexico and Canada, causing shares of major us autos companies to plummet, with general motors falling nearly 9%. ② The tariffs may harm employment in both the usa and Mexico, and deal a blow to us consumers, which is undoubtedly Trump "lifting a rock only to drop it on his own foot."
Trump Tariff Threats Hit Ford, GM, Other Auto Stocks. This Is Why. -- Barrons.com
Nikola Options Spot-On: On November 25th, 120.51K Contracts Were Traded, With 1.32 Million Open Interest
On November 25th ET, $Nikola(NKLA.US)$ had active options trading, with a total trading volume of 120.51K options for the day, of which put options accounted for 59.2% of the total transactions, and
Niu Sen openly challenges Trump: If you cancel electric vehicle subsidies, California will pay for it themselves.
① Newsom stated that if the Trump administration cancels the federal tax credit, California will restart its own subsidy program; ② According to the latest data, the total number of zero-emission autos sold in California has exceeded 2 million; ③ During Trump's first term, a dispute occurred with Newsom regarding automobile emission standards.
European Car Sales Flat in October, EVs Gain Ground, ACEA Says
Europe Car Sales Stagnate as Electric Vehicle Weakness Persists
Nikola Options Spot-On: On November 18th, 163.62K Contracts Were Traded, With 1.17 Million Open Interest
On November 18th ET, $Nikola(NKLA.US)$ had active options trading, with a total trading volume of 163.62K options for the day, of which put options accounted for 71.6% of the total transactions, and
Will Musk benefit directly? The Trump administration is reportedly planning to relax regulations on autonomous autos.
According to media reports citing informed sources, members of usa President Donald Trump's transition team told advisers that they plan to prioritize the federal legal framework for fully autonomous cars at the Department of Transportation; This indicates that the Trump administration intends to relax regulations on autonomous cars; This will directly benefit Tesla CEO, and Trump supporter, Elon Musk.
Trump Team Said to Want to Ease US Rules for Self-Driving Cars
Nikola Recalls 72 Of Its Trouble-Ridden BEV Trucks As Display Failure Raises Crash Risk
Express News | Nikola Corporation Is Recalling 72 U.S. Vehicles as a Resistor May Degrade, Causing the Instrument Panel to Fail - NHTSA
Nikola Options Spot-On: On November 15th, 113.64K Contracts Were Traded, With 1.21 Million Open Interest
On November 15th ET, $Nikola(NKLA.US)$ had active options trading, with a total trading volume of 113.64K options for the day, of which put options accounted for 52.08% of the total transactions,
Trump's termination of electric car subsidies is actually a "big bullish" for Tesla!
In the usa, directly purchasing Tesla autos does not qualify for the full subsidy, and canceling the subsidy will bring greater losses to Tesla's competitors.
The Trump team plans to cancel the $7,500 electric car tax credit, causing a sharp drop in electric car stocks.
The Trump team is considering canceling the $7,500 electric vehicle subsidy policy to fund its tax reduction plan. This policy is one of the measures adopted by the Biden administration to combat inflation. Trump supporters and the oil industry hope to cancel electric vehicle tax incentives, while the auto industry groups are calling for retention. Musk believes that canceling the subsidy policy will not have a significant impact on Tesla, but will rather cause more trouble for competitors. Electric vehicle stocks plummet, with Tesla down 5.77% and "Tesla rival" Rivian down 14.3%.