Key Points Robotaxi growth potential is creating a market frenzy. One "boring" EV stock may be the wisest pick. 10 stocks we like better than Rivian Automotive › Many investors are growing bullish on electric vehicle (EV) stocks, but it may not be for the reason you think. In years past, they have focused on the growth opportunity in EV sales, which still represent less than 15% of total vehicle sales in the U.S. The current hype, however, has to do with robotaxis. Some experts believe these could ...

Despite tensions between the two, Canada might need a helping hand from Tesla, and could pay dearly for it.Maybe you can call Canada and Tesla (TSLA 3.94%) frenemies. The tension between the two entities has existed since Tesla allegedly manipulated Canada's electric vehicle (EV) subsidy program. While Tesla believes it to be a misunderstanding and was later cleared of wrongdoing, it added to the political tension between the two nations, and added to the Canadian resentment toward Tesla CEO Elon Musk for t ...

BREAKING: Bullish Rebound Pares Market's Weekly Losses Dow Jones futures will open Sunday evening, along with S&P 500 futures and Nasdaq futures. Tesla (TSLA) deliveries and the September jobs report headline the coming week. The stock market rally retreated from record highs during the week, but the major indexes rebounded from key levels, finishing only modestly lower. Growth stocks, especially highly extended speculative plays, saw sharper losses.… Get market updates, educational videos, webinars, and st ...

The AI revolution, which began with the launch of ChatGPT, is now having a significant impact on multiple industries. Amjad Masad, the CEO of programming software company Replit, said in a recent program on Bloomberg that AI is now able to write code based on simple English commands and people have begun to trust the code generated by AI tools. Masad, whose company Replit recently raised $250 million on $3 billion valuation, explained the roots of vibe coding. “Andrej Karpathy (Slovak-Canadian computer scie ...

温 馨 提示 ： 点击下方图片，查看运营团队最新原创报告（共235页） 说明： 欢迎约稿、刊例合作、行业交流 ， 行业交流记得先加入 " 机器人头条"知识星球 ，后添加（ 微信号：lietou100w ）微 信； 若有侵权、改稿请联系编辑运营（微信：li_sir_2020）； 正文： 9月第四周，机器人板块迎来意料之内的回调、修复，意料之外是的力度有些，热度降至冰点 回顾本周，正如小编上周五盘后预测，机器人板块将在下周迎来回调、修复（谨慎入局）；意料之外的是回调力 度有些大，尤其是T链们，迎来本月或者本季度最大单周回调，重点是节前还有两个工作日。 和本月前三周不同，人形机器人四大核心供应链（T链、H链、宇树链、智元链）中，本周机器人板块，没有能够 带动板块联动的利好催化事件，特斯拉审查已推迟到10月份（核心团队成员签证问题），仅是各别利好标的迎来 较大涨幅且变盘较突然。 核心催化事件是源于上周末特斯拉及Optimus 相关利好事件催化（特斯拉股价周五开盘大涨、万台订单"利空"小 作文被证伪、潜在供应商WZXC最新调研纪要 （披露出Optomus超预期进展和量产指引） 和预定计划内的审厂） （小 编在 上周 " ...

货币市场基金增长 - 货币市场基金总资产达到创纪录的77万亿美元 过去八年增长三倍[3] - 2025年3月突破7万亿美元大关 2025年7月达75万亿美元 较2022年12月增长45%[3] - 主要驱动因素为历史高位短期利率和市场波动性 富达、嘉信、摩根大通、先锋和贝莱德五大机构贡献76%的增长[3][4] 健康保险成本争议 - 美国政府报告称过去五年健康保险成本下降19% 引发对通胀数据准确性质疑[5] - 2026年健康保险保费预计大幅上涨 企业面临9%及以上增幅 部分成本将转嫁员工[6] - 2400万ACA计划参保人明年成本可能激增75%以上 因联邦补贴到期 保险公司提议中位数保费上涨18% 平均约20% 为2018年以来最大涨幅[6] 地缘政治紧张局势 - 伊朗总统佩泽希基扬反对美国政策 称美国希望伊朗衰弱 联合国制裁即将恢复[7][8] - 与欧洲三国（英法德）初步达成的延迟制裁协议失败 伊朗召回驻三国大使进行磋商[8][9] 电动汽车行业竞争 - 小米CEO称赞特斯拉Model Y"杰出" 公司购买三辆进行拆解研究[10] - 小米推出YU7电动SUV 直接对标特斯拉Model Y 首小时订单超289万辆 大幅超越SU7初期表现[11] - YU7起售价253500元人民币 较Model Y低10000元 中金和美银证券因强劲EV势头上调小米净利润预测和目标价[11]

Key TakeawaysSlovakia has affirmed its commitment to not quickly abandon Russian oil supplies, a stance reiterated by President Peter Pellegrini during recent talks with US President Donald Trump in New York.Tesla (TSLA) is projected to lead the "Magnificent Seven" tech giants with an estimated 150% revenue growth over the five-year period from 2025 to 2030.Apple (AAPL) faces a comparatively modest growth outlook, with an estimated 10% revenue increase over the same five-year span.Other major tech players l ...

Key TakeawaysCanadian Prime Minister Mark Carney is actively pursuing a strategy to attract global technology talent, particularly those dislodged from the United States by President Donald Trump's new $100,000 H-1B visa fee, positioning Canada as a preferred destination for skilled workers.The Trump administration's new H-1B visa charge, which took effect recently, has sparked "confusion and panic" across Silicon Valley, with major tech firms like Amazon (AMZN), Apple (AAPL), Google (GOOGL), and Microsoft ...

核心观点 - 特斯拉通过新车型推出和产能优化 为2026年销量反弹奠定基础 预计年交付量将突破200万辆[1][3][11] 产能布局 - 全球已安装年产能超235万辆 其中加州Model 3/Y产能55万辆 Model S/X达10万辆 上海工厂Model 3/Y产能95万辆 柏林Model Y产能37.5万辆 德州Model Y产能25万辆 Cybertruck产能12.5万辆[5] - 2025年第一季度交付33.6万辆 第二季度提升至38.4万辆 主要因Model Y产线升级完成[6] - 当前产能利用率达85%即可实现200万辆年交付目标[9] 产品进展 - 低价新车型于2025年6月完成首批生产 计划下半年实现规模化量产[7] - 机器人出租车服务在奥斯汀启动试运行 Semi卡车和Cybercab计划2026年量产[7][8] - 新车型将扩大目标市场并提升工厂产能利用率[8] 市场表现 - 2024年全球交付量同比下降至179万辆 为十余年来首次年度下滑[10] - 公司市值达1.4万亿美元 对应近12个月营收930亿美元 盈利59亿美元[10] - 面临定价压力 竞争加剧（尤其中国车企）和高估值等挑战[10] 增长驱动 - 自动驾驶技术持续改进与能源业务扩展有助于吸引更多消费者[2][11] - 需有效执行需求增长策略 避免大幅降价 维持产线高效运转并应对全球竞争[11] - 成功执行将推动2026年交付超200万辆 为利润率恢复和现金流增长奠定基础[11]

Xiaomi Corp. (OTC: XIACF) (OTC: XIACY) CEO Lei Jun revealed on Thursday that the company bought three Tesla (NASDAQ: TSLA) Model Y cars for an in-depth study. While speaking at the Beijing National Convention Center, Lei shared details about the process of taking the cars apart for analysis.Check out the current price of XIACY stock here. “We bought 3 Model Ys at the start of this year, disassembling the parts one by one, and studied every component, one at a time,” Lei said, reported Business Insider.Direc ...