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.
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."
Tesla started selling a 199 yuan ornament: sold out in 15 minutes, and prices on second-hand Trade platforms have soared to over a thousand yuan.
The humanoid robot Optimus has not yet been launched, but the mini version figurine has already been sold out.
Tesla to Finish Shanghai Factory's Construction at Year-End
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.
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.
Express News | Tesla Vice President Tao Lin: In the future, almost all vehicles will be fully electric and self-driving.
Express News | U.S. stock night trading: WSB Concept stock GameStop rises over 7%; Tesla continues to rise over 1%, MSTR rises over 2%.
The Investor's Dilemma: To Buy Or Not to Buy?
US Stock Futures Steady After Christmas Holiday
Valuation breaks 40 billion USD! xAI has raised 12 billion in funding in one year, with NVIDIA and AMD already in the game.
In the latest investment lineup revealed by xAI, NVIDIA, AMD, and Morgan Stanley are among the 97 individuals or Institutions participating.
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.
Elon Musk Calls Jeff Bezos' Ex-Wife MacKenzie Scott's $19 Billion Charitable Donations 'Concerning'
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Express News | Attractiveness crushes the broad Index! In 2024, retail investors net purchased 29.8 billion USD in NVIDIA Stocks.
After Tesla's Wild Year, What's in Store for the EV Giant in 2025?