Key Points Electric vehicle makers are still exploring the best way to pursue growth. Rivian is gearing up to offer new, more affordable EV models. Lucid is pursuing an opportunity in robotaxis by partnering with Uber. 10 stocks we like better than Rivian Automotive › Investors have long searched for the next Tesla (NASDAQ: TSLA). It's no wonder why. Since 2010, Tesla shares have increased in value by more than 34,000%. Two of the most popular electric vehicle (EV) stocks today are Rivian Automo ...

It’s that time again. The weekend is over, and it’s time to catch up on the latest news. Here’s a quick roundup of the top stories that you might have missed.What Happened With Lucid’s Gravity SUV?Lucid Group (NASDAQ: LCID) has seen a surge in demand for its Lucid Gravity SUV, despite reports to the contrary. The company has dismissed the rumors and stated that it has delivered a significant number of SUVs.Lucid’s Gravity SUV was introduced in late 2024. The company’s response to the alleged low demand sugg ...

A lower-priced Tesla built for autonomy could reaccelerate demand and deepen the company's software story.Tesla (TSLA 3.94%) is quietly approaching a product milestone that could dramatically catalyze its business: a new, more affordable vehicle designed to expand its addressable market and support its autonomy ambitions. Fortunately for investors, Tesla is no stranger to step-change launches -- and this one arrives amid a broader pivot the company has outlined toward artificial intelligence (AI) and softwa ...

Key TakeawaysThe "Buffett Indicator," a key measure of stock market valuation, has surged past 200%, reaching levels Warren Buffett once warned were "playing with fire," indicating significant overvaluation in the U.S. equities market.Russia launched one of the largest aerial attacks of the war on Ukraine, deploying over 600 drones and dozens of missiles on Saturday night and Sunday morning, as reported by The Wall Street Journal.Former President Trump is reportedly utilizing state power to bolster critical ...

Tesla (TSLA) will report third-quarter deliveries and production figures early Thursday. But the EV giant's biggest news of the week is the promised release of the latest version of Full Self-Driving. Tesla stock has been surging in recent weeks on self-driving optimism. Tesla Deliveries Tesla deliveries are expected to come in at 447,750, according to the analyst consensus forecast compiled… Related news Dow Jones Futures: Market Rebounds, 5 Stocks Eye Buy Points; Tesla Deliveries Due BREAKING: Futures Loo ...

My attempts at trying to capture Tesla's fundamentals through its price action have not been particularly accurate. After sitting on the fence for a while, I found Tesla ripe for a sell in July 2025. WhatI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President at Barclays, I led teams in model va ...

最近特斯拉在印度市场的动作引起了我的注意。9月27日，特斯拉公司副总裁陶琳宣布首批由上海超级工厂生产的车辆已在印度正式交付。作为一个长期 关注量化数据的投资者，我惯性地去挖掘这则新闻背后的深层含义。 有趣的是，虽然特斯拉在7月就开设了首家印度展厅，但销量却远低于预期。600多份订单的数字让我不禁思考：这是否意味着印度市场对特斯拉的接受度 存在问题？还是说，高达70%的进口关税才是真正的拦路虎？ 更让我感兴趣的是特斯拉在印度的另一步棋。8月份，他们开始在德里和孟买招聘自动驾驶车辆操作员。这个动作看似不起眼，却透露出一个关键信息： 特斯拉可能把印度视为自动驾驶技术的重要试验场。 这让我想起投资中的一个重要原则：当市场关注点都在A时，聪明的资金往往已经在布局B。特斯拉在印度的策略似乎印证了这一点 - 当大家都在关注销 量时，他们已经在为未来的技术应用铺路。 德意志银行将特斯拉目标价上调至435美元的消息让我更加确信一点：资本市场看重的往往不是当下的业绩，而是未来的可能性。这种前瞻性思维正是量 化投资的精髓所在 - 通过数据挖掘市场尚未充分反映的信息。 这让我联想到一个投资中常见的现象：牛市中的暴跌。很多人看到剧烈调 ...

New Delhi: The national capital recently witnessed two launches within weeks of each other. On 11 August, Elon Musk’s Tesla had a lowkey launch for its second showroom in India, in Delhi’s Aerocity. The global brand had only one model on display with a small crowd in attendance. On 6 September, a stone’s throw away from Tesla’s showroom, VinFast Auto Ltd, a little-known Vietnamese brand, made a much bigger splash. In a large ballroom that could easily hold more than 100 people, the company’s leadership offi ...

关于特斯拉（NASDAQ： TSLA ）估值过高还是过低的讨论 非常激烈。一方面，电动汽车业务面临压力，2024 年销量将停滞不前，2025 年第 二季度甚至将出现两位数的下滑。此外， 约占净收入 40% 的监管信贷收入到 2027 年可能完全消失。另一方面，一些投资者认为，特斯拉不仅 仅是一家电动汽车公司，还将在机器人和人工智能时代发挥主导作用。 围绕特斯拉的讨论愈演愈烈。埃隆·马斯克营造了一种氛围，认为特斯拉不仅仅是一家汽车制造商——它是一家科技公司，将在全自动驾驶 （FSD）、自动驾驶出租车以及机器人技术领域引领潮流。看跌者则指出，马斯克倾向于言过其实，却未能兑现承诺。例如，他在2019年 承诺 ，到2020年底将生产出100万辆自动驾驶出租车。 分析师深入研究后，发现了这个新兴市场的实际预期规模。预计 到 2030年，美国自动驾驶出租车市场规模将增长到438亿美元。即使特斯拉占 据了该市场的30%，假设利润率为15%，到2030年也只会带来20亿美元的额外净收入。与1.3万亿美元的市值相比，这根本无法让人兴奋。 还有另一个问题 。埃隆·马斯克决定特斯拉专注于FSD的纯视觉系统。他的理由是，人类驾驶时也 ...

这一产品是"即插即用"平台，包括硬件、软件和服务全部由特斯拉提供。结合特斯拉的Autobidder实时交易和控制平台（目前运营超过600 个项目，总容量4 GWh，并计划扩展至10 GWh），Megablock不仅提供存储，还优化资产管理和投资回报。Autobidder将于2025年底在 法国上线，进一步拓展全球市场。 2025年第二季度，特斯拉部署了9.6 GWh能源存储系统，上半年总计20 GWh，同比增长48%。在汽车业务放缓的背景下，能源部门已成为 公司增长引擎。 2025年，特斯拉的能源战略聚焦于50%存储增长、Robotaxi服务和自动驾驶整合。Q2 2025财报显示，尽管总收入下降12%，但能源部门 毛利率达28.8%，远高于竞争对手。在电动车需求疲弱的背景下，能源存储成为特斯拉财报的新亮点，预计2025年将继续高速增长。 （ 来 源：电子发烧友网） | 倒计时39天 | | --- | | CINE2025固态电池展暨固态电池行业年会 | | 主办单位： 起点固态电池、起点锂电、SSBA固态电池联盟 | | 协办单位及固态年会总冠名： 茹天科技 | | 活动时间： 2025年11月6-8日 | ...