公司概况 - 比亚迪是全球第三大汽车股 也是仅有的三家实现盈利的电动汽车公司之一[1] - 公司过去12个月营收达1180亿美元 超过特斯拉的920亿美元[2][3] - 比亚迪汽车业务营收达960亿美元 高于特斯拉的920亿美元[4] 财务表现 - 2025年上半年汽车业务毛利率约20% 高于特斯拉同期的18%[4][5] - 2025年上半年EBITDA利润率约15.5% 与特斯拉的14.8%相近[5] - 2025年上半年汽车业务净利润14亿美元 净利润率4.2% 低于特斯拉的16亿美元和5.2%[5] 市场地位 - 中国市场份额占比73% 仍是公司最重要的市场[9] - 2025年上半年国际收入增长50%[8] - 4月首次在电动汽车注册量上超越特斯拉 7月进一步扩大领先优势[8] 估值比较 - 当前市值1300亿美元 不足特斯拉1.4万亿美元市值的十分之一[2] - 尽管营收更高且盈利能力相近 但估值存在显著差异[2][3][5][6] 行业环境 - 中国政府补贴导致产能过剩和价格战[7] - 上季度净利润下降30% 但上半年总利润仍增长14%[7][8] - 政府干预为行业发展带来不确定性[9] 股东变动 - 伯克希尔哈撒韦自2022年第四季度起持续减持 现已完全退出持股[10] - 减持属于常规操作 并非恐慌性抛售[10]

Accenture TodayACNAccenture$238.97 +6.41 (+2.76%) 52-Week Range$229.40▼$398.35Dividend Yield2.48%P/E Ratio19.05Price Target$309.25Add to WatchlistFor international consulting company Accenture NYSE: ACN, 2025 has been a rough year. Shares have provided a total return of approximately -33% as of the September 25 close. This has put the stock at a historically low valuation multiple. In fact, Accenture’s forward price-to-earnings (P/E) ratio of 17x is the lowest it has been in three years. This suggests a st ...

Oklo TodayOKLOOklo$111.73 -7.40 (-6.21%) 52-Week Range$7.90▼$144.49Price Target$76.50Add to WatchlistShares of Oklo Inc. NYSE: OKLO have delivered a strong performance in 2025, with a year-to-date gain of over 550% propelling its market capitalization to exceed $20 billion. This explosive growth has made it one of the most visible and actively traded stocks in the energy sector, commanding high trading volumes and capturing the attention of investors. Oklo's consistent stock price climb directly reflects i ...

Cirrus Logic TodayCRUSCirrus Logic$125.84 +0.24 (+0.19%) 52-Week Range$75.83▼$129.07P/E Ratio19.72Price Target$123.00Add to WatchlistShares of semiconductor specialist Cirrus Logic NASDAQ: CRUS have delivered a standout performance for investors, climbing over 25% year-to-date and recently carving out a new 52-week high. For a company so closely associated with the success of the world's top smartphones, such a strong market signal often prompts a critical question: Is the stock's best growth now in the re ...

Gold, silver, and Bitcoin are all outperforming the broader market so far in 2025, with year-to-date (YTD) returns of 42%, 52%, and 17%, respectively. As the U.S. dollar weakens at a pace not seen in decades, investors are turning to these alternatives in search of a stable store of value and some protection against inflation. Of course, there are ongoing debates about how high the precious metals rally can soar and whether cryptocurrencies may be destined for a correction, so caution is always warranted. S ...

CarMax TodayKMXCarMax$45.03 -0.57 (-1.25%) 52-Week Range$42.75▼$91.25P/E Ratio12.40Price Target$69.67Add to WatchlistCarmax's NYSE: KMX share price fell 25% following the Q2 earnings release, hitting rock bottom in the process. Rock bottom aligns with the COVID-19-induced lows of 2020, a launchpad for share prices five years ago and one that will pay off again in the not-too-distant future.  The question is how long the stock price slump will last, and it could last for a few more quarters. The company rep ...

While many investors are still chasing the tech rally, especially following the Fed’s rate cut.  Lower interest rates tend to boost spending and lending, especially in artificial intelligence (AI), accelerating the competitive race that is already reshaping the industry. But there is a less obvious sector may deliver outsized returns: consumer discretionary, especially where lending and installment payments intersect.  Affirm TodayAFRMAffirm$76.96 -0.98 (-1.26%) 52-Week Range$30.90▼$100.00P/E Ratio590.02Pr ...

With the major equity indices continuing to sit around record highs, you’d be forgiven for thinking it’s been smooth sailing for investors. But dig a little deeper, especially in non-tech names, and plenty of individual stocks are being punished. For investors with an appetite for risk and contrarians, that’s often where the biggest opportunity can be lying. As Wall Street likes to say, trying to “catch a falling knife” can be risky, but the payoff can be huge if you time it right. Two stocks that now fit t ...

Jabil TodayJBLJabil$210.42 -14.86 (-6.60%) 52-Week Range$108.66▼$237.14Dividend Yield0.15%P/E Ratio40.86Price Target$242.29Add to WatchlistJabil NYSE: JBL is well-positioned to benefit from AI, as it is the leading manufacturer and manufacturing service provider in the tech industry. Its client list is diverse, including leading tech companies such as Apple NASDAQ: AAPL and Amazon NASDAQ: AMZN, as well as consumer giants like Johnson & Johnson NYSE: JNJ, among others. The Q4 2025 results reveal the strengt ...

Over the past 52 weeks, two stocks in the industrials sector have seen their values absolutely skyrocket. As of the Sept. 24 close, small modular reactor (SMR) stock NuScale Power NYSE: SMR is up more than 260%. Meanwhile, spacecraft launch and design company Rocket Lab NASDAQ: RKLB has provided an approximately 540% return. However, Nuscale and Rocket Lab also just received negative news from parties with intimate understandings of their businesses. In September alone, MarketBeat tracked over $250 million ...