Weekend reading | Tesla's major transformation: moving further away from China and getting closer to the USA.
Tesla's significantly higher than expected gross margin for Autos and the early release of delivery guidance constitute the core factors for the Capital Markets' vote with money, but this is absolutely not the scenario that Elon Musk would be pleased to see.
Europe's Largest Pension Fund Sold Tesla Stake Over Musk's Pay
Elon Musk's X, Hewlett Packard Strike $1 Billion AI Server Deal: Report
Major announcement from Musk! A brain-machine chip has been implanted in the body of the third subject. Is this super track about to explode?
Analysis indicates that Brain-computer Interface is expected to drive the maturity of humanoid robot technology. With the current support of large model technology, multimodal learning, and cross-modal transfer technology, EEG signals are expected to be used as a modality for robot learning.
As US bond yields surge, the correct approach may be to increase the shareholding in US bond ETFs?
On Friday, the 10-year U.S. Treasury yield, known as the "anchor of Global Asset pricing," surged to 4.79%, the highest level since October 2023.
The "Super Week" is coming, with the world focusing on the USA and China! China's GDP and the USA's CPI are about to be revealed, and the earnings reports season for the US stock market is starting.
This week can be described as a "super heavy week" for the financial markets, with Global investors focusing on China and the USA, these two superpowers.
"Merrill Lynch: The launch of the new Model Y by Tesla (TSLA.US) in China is expected to have limited impact on domestic electric vehicle competitors."
Bank of America Securities published a research report indicating that Tesla (TSLA.US) has launched a new version of the Model Y in China. The price of the new upgraded SUV is 5% higher than the launch price of the previous version, but the old version also offers a discount of 0.01 million yuan and a 5-year interest-free car loan. The new Model Y will start accepting orders on January 10 and will begin deliveries in March. The report suggests that considering the entry price of the SUV is higher than what consumers expected, and that competitors in the electric vehicle industry have enhanced their product competitiveness, the impact of the new Model Y launch on Chinese electric vehicle competitors is believed to be limited.
After the divergence in the Concept of Siasun Robot&Automation and AI, stocks with expected performance growth may receive increasing attention from the market.
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Express News | CITIC SEC: OpenAI personally stepping in, self-developed robots may become the necessary path to AGI.
Futu Daily Report | Jensen Huang announces NVIDIA's latest breakthroughs in physical AI, OpenAI officially enters the robotics field; December non-farm payrolls surge, US stocks "plummet back to pre-election levels overnight."
As the "Trump effect" fades, the market gains in US stocks after the election have been completely wiped out. After Friday's close, the S&P 500 Index has only increased by 0.8% since the election on November 5, which may mark the weakest performance from election day to inauguration since Obama took office in 2009.
GTJA: AI companion robots, AI glasses, and other Asia Vets terminal products are being released intensively.
According to GTJA Research Reports, AI companion robots, AI glasses, and other smart terminal products are being launched intensively, with the production scale and rhythm of Tesla's humanoid robots being revised upwards. The CES 2025 exhibition is showcasing a large number of AI terminal Hardware products, with increasing popularity for AI companion robots and AI smart glasses, while wearable products like AI rings and AI pendants are being released in quick succession, indicating that AI is rapidly penetrating the daily life sector. Tesla has revealed the production scale and rhythm of its humanoid robots. By 2035, Global sales of AI smart glasses are expected to reach 1.4 billion units, with a penetration rate of around 70%. Recommendations: 1) Benefit from AI + Consumer Electronics.
Major signal? Huang Renxun announces NVIDIA's latest breakthrough in the field of physical AI.
Jensen Huang's latest speech sends a significant signal.
Can Tesla Survive the Bearish Tone Setting up in the Nasdaq?
Hong Kong stocks morning report on January 13: USA employment data exceeds expectations, China Concept Stocks generally decline.
① The number of non-farm jobs in the USA increased by 256,000 in December, higher than market expectations. ② The yield on 30-year US Treasury bonds rose to 5%, reaching the highest level since November 2023. ③ The three major US stock index fell last Friday, with China Concept Stocks experiencing widespread declines. ④ The 18th ASIA FINANCIAL Forum will be held in Hong Kong. ⑤ The International Monetary Fund warns that Trump's tariff policy exacerbates Global economic uncertainty.
Europe's Largest Pension Fund Sells Tesla Stake Over Musk's Pay Package: Report
Express News | The largest Retirement Fund in Europe has liquidated its shares in Tesla due to its opposition to Musk's compensation plan.
Breadth of Q4 S&P Earnings Growth Is Key Amid 'Mag 7' Dominance: Goldman Sachs
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Tesla Recalls Over 239,000 Vehicles, Uber and Lyft Revamp Robotaxi Strategy, Warren Buffett-Backed BYD Launches Affordable EV And More: This Week In Mobility
Xpeng executives tested FSD: When they saw a three-wheeled vehicle in the USA, Tesla was stunned and didn't dare to move.
Gelonghui, January 12 | Li Liyun, head of autonomous driving at Xiaopeng Autos, stated today that they recently conducted real-world testing of Tesla's FSD autonomous driving in the USA. During this time, they created a rather dramatic scenario on the roads in the USA by bringing in a Chinese three-wheeled vehicle to simulate the mixed traffic scene on streets in China. The results were quite interesting; the Tesla’s SR could recognize it, but it would display it as a toy car. The FSD seemed clearly unaccustomed to this situation, as it became confused and refused to move. People helped accelerate the vehicle, and ultimately, human-machine collaboration led to a successful detour. Li Liyun mentioned that, after several experiences with FSD in North America, it felt more like a process of "demystification."