has become one of the most searched topics in tech news. For years, social media posts and YouTube videos have claimed that Starlink satellite support, solar charging, crypto mining, and Neuralink integration. But as of September 2025, there is no official confirmation from Tesla. Elon Musk himself has said the company is not making a phone, unless future circumstances force them to.Musk has been asked about smartphones several times. His answer has been consistent: Tesla would only consider building a pho ...

通胀数据与美联储政策 - 8月核心PCE通胀率为2.9% 与预期一致 但仍高于美联储2%的目标水平[1] - 个人消费支出保持强劲 消费者在餐饮、娱乐服务等可自由支配领域支出增加 显示经济韧性[1] - 服务通胀特别是医疗保健通胀出现粘性停滞 长期通胀预期面临上行压力[1] - 市场预计美联储将在10月和12月各降息一次 但若经济保持韧性和通胀粘性 12月降息存在风险[2] - 密歇根大学消费者信心指数9月降至55.1% 低于预期 但高收入群体因股市强劲保持稳定支出[5] 关税政策影响 - 新关税政策涉及厨柜等商品税率达50%-100% 但制药公司因在美国建设产能可能获得豁免[2] - 实际关税影响低于理论水平 有效关税率约为9% 远低于18%的理论值 因企业通过转口贸易和成本吸收缓解冲击[11] - 与墨西哥和中国的关税暂停协议将分别于10月底和11月10日到期 届时可能对通胀产生更大影响[2] - 特朗普政府考虑推行"1:1"芯片政策 要求企业在美国生产的芯片数量与进口数量相匹配[5][9] 房地产市场动态 - 新屋销售8月增长超过20% 达2022年以来最快增速 但数据可能存在大幅修正[3] - 抵押贷款利率从年初6.9%的高点降至6.3% 帮助稳定住房需求[3] - 建筑商通过利率买断和其他激励措施应对负担能力挑战 高端市场表现更为强劲[3] - Toll Brothers因专注于东北沿海地区豪华住宅市场 且客户群体财富水平较高 对利率敏感度较低 被分析师看好[3] 科技与AI行业趋势 - 纯存储公司推出FlashBlade产品 声称性能比竞争对手高5倍 专注于企业AI数据存储解决方案[4] - OpenAI年化收入达130亿美元 预计年底将达200亿美元 但年度资本支出计划达600亿美元引发市场担忧[7][8] - 83%的企业领袖认为AI对增长至关重要 但仅11%认为AI将减少工作岗位 多数视为工作流程转型机会[9] - 科技巨头AI投资已开始产生回报 Meta数字广告业务因AI支持实现20%以上增长[7] 航空运输业状况 - 政府 shutdown 可能影响TSA安检效率 但Breeze Airways因主要服务低客流机场受影响较小[13] - Breeze Airways计划1月开通国际航线 利用周六航班空闲运力提供普罗维登斯至坎昆等航线[13] - 超低成本航空公司面临挑战 因使用大型飞机与主流航空公司直接竞争 而Breeze采用137座较小机型差异化运营[14] 媒体行业变革 - 广播电视面临压力 Jimmy Kimmel节目遭Sinclair和Nextar停播 可能加速内容向流媒体转移[11] - 行业整合加速 Hulu将被并入Disney+ Paramount可能收购华纳兄弟探索[12] - 广播公司依赖体育内容特别是NFL保持生存 但周四夜赛已转向亚马逊 更多内容可能转向流媒体[12] - TikTok美国业务估值140亿美元 因字节跳动将保留一半利润 算法和用户内容体验将保持不变[12]

BREAKING: Inflation Data Cements Rate Cut Expectations In a welcome move, Ford Motor (F) stock saw its Relative Strength Rating rise from 68 to 71 on Friday. The American automaker recently announced plans to sell a $30,000 electric truck via a new Universal EV Platform. When To Sell Stocks To Lock In Profits And Minimize Losses IBD's unique RS Rating identifies market leadership by showing how… Related news General Motors Scores Relative Strength Rating Upgrade; Hits Key Benchmark 9/25/2025A Relative Stren ...

Deutsche Bank increased its price target on Tesla (NASDAQ: TSLA) to $435 from $345 while maintaining a Buy rating, citing stronger-than-expected third-quarter deliveries and improved investor sentiment following CEO Elon Musk’s renewed focus on key initiatives. The firm said Tesla was poised to benefit from its leadership in embodied AI, with Musk prioritizing the robotaxi and Optimus projects. Analysts forecast third-quarter deliveries of 461,500 units, above consensus of 433,000, supported by the launch o ...

Tesla (NASDAQ: TSLA) and its CEO, Elon Musk, are entering a pivotal phase as artificial intelligence and robotaxis reshape the company's growth story.Analysts view Tesla as positioned to dominate the autonomous vehicle market, with the expansion of robotaxis and AI initiatives driving its next growth chapter.Wedbush analyst Daniel Ives maintained an Outperform rating on Tesla with a price forecast of $500.Also Read: Tesla Aims For Record Deliveries, AI And Self-Driving Edge Over Rivals: AnalystIves argued t ...

Getty Images Cybertruck maker Tesla has seen its shares power higher in recent weeks. Key Takeaways Big-picture optimism regarding Elon Musk's commitment, AI and robotaxis has helped pull shares of Tesla higher this month. That also has several Wall Street analysts playing catch-up with their price targets. Some investors, however, may return their attention to the company's EV business next week, when third-quarter deliveries figures are expected to land. Wall Street analysts have largely been behi ...

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]

A new and dangerous flaw has sent a fresh shockwave through the German auto giant BMW AG, forcing it to recall at least 331,000 vehicles in the latest chapter of a deepening and costly quality control... ...

Tesla, Inc. (NASDAQ: TSLA ) has shot up 30% over the past month, yet the rally seems driven less by fundamentals and more by a speculative narrative around future disruptive ventures. The idea that Robotaxis, Optimus can justify multi-trillion-dollarAs an investor I focus on small and midcap names with asymmetric upsides. In the beginning of my professional career I was handed the Industrials and chemicals sector on the sell side. More recently I worked as the Manager of Finance & Technology at a Canadian c ...

关注 「电动车公社」 和我们一起重新思考汽车 就在昨天，雷军举办了主题为 《改变》 的第6次年度演讲。 他不仅爆料了造车项目背后 立项、被砍、重启 的秘密，也透露了YU7 620km入门版被砍、现在的 标准版其实是Pro 的来历。 （想要演讲全文的小伙伴，后台回复"全文"即可） 在雷军眼里， "50来岁，正是闯的年纪"。 " 只要持续努力、不断成长，每个人、每个团队，都有机会'逆天改命' "。 然而在演讲结束、小米17也正式发布后的压轴环节，雷军再一次登场，上演了 "连夜说服高管" 的大戏： 小米汽车要从"圈速挑战保时捷"到"豪华对标劳斯莱斯"，开始做 定制服务 了！ 根据官方表示，定制项目包括外观的 车漆、车标、拉花、刹车卡钳、轮毂， 以及内饰 座椅安全带的配色、饰板的材质、迎宾灯的造型 等等，甚至能提供 高 奢定制的工艺： 鉴于这次属于初期试水，小米汽车只放出了20多种个性化选项—— 其中车漆包括"透亮"的紫水晶，跑车同款的竞速红， 磨砂雕塑般的哑光流金粉，以及有点像璀璨洋红的暮光玫瑰，以及雷总最爱的嫩芽黄， 一共5种定制车 漆。 不仅如此，小米汽车接下来还会启动 "百色计划" ，会联合行业内top2的油 ...