公司股价表现与历史回顾 - 自年初以来，Lucid Group 股价交易下跌超过60%，表现持续疲弱 [1] - 相比之下，同期追踪标普500指数的ETF上涨约13% [1] - 约五年前，其前身SPAC宣布将 Lucid 上市时，经拆股调整后的股价高达每股580.50美元 [3] - 与当前股价相比，长期来看 Lucid 是一项糟糕的投资，价值已损失超过98% [4] 公司近期经营与财务状况 - 截至2025年9月30日的季度，公司营收增至3.366亿美元，同比增长超过68% [5] - 同期，经营现金消耗激增至7.566亿美元，较上年同期增长63.5% [5] - 尽管公司持续提升生产和销售能力，但现金消耗仍然非常高 [5] - 为弥补亏损，公司持续依赖发行新股和可转换债券融资，主要面向其大股东沙特公共投资基金 [6] - 由此导致的股份稀释是股价长期下跌的关键因素，且持续的现金消耗可能进一步侵蚀股价 [6] 行业背景与投资替代选择 - 长期预测仍显示电动汽车将继续占据汽车市场越来越大的份额 [9] - 尽管美国联邦电动汽车政策变化导致国内销售停滞，但今年全球电动汽车销量增长了21% [9] - 对于看好电动汽车长期增长趋势的投资者而言，维持 Lucid 头寸的意义不大 [2] - 存在另一家公开交易的电动汽车竞争者，可能拥有更清晰、更具体的盈利路径和更高的股价 [2] - Lucid 持续表现不佳，引发了对长期投资这家潜在竞争者的价值的质疑 [8]

Elon Musk, already the world's richest man, scored another huge windfall Friday when the Delaware Supreme Court reversed a decision that deprived him of a $55 billion pay package that Tesla doled out in 2018 as an incentive for its CEO to steer the automaker to new heights. Besides padding Musk's current fortune of $679 billion, the restoration of the 2018 pay package vindicates his long-held belief that the Delaware legal system had overstepped its bounds in January 2024 when Chancellor Kathaleen St. Jud ...

Rivian Automotive, Inc. (NASDAQ:RIVN) is one of the Buzzing AI Stocks on Wall Street. On December 15, Canaccord Genuity maintained its “Buy” rating on the stock with a $21.00 price target. The rating affirmation follows RIVN’s first Autonomy & AI Day, with analysts sharing upbeat takeaways driven by the company’s tech culture and long-term vision. Canaccord Genuity attended the event at Rivian’s Palo Alto, California facility, which serves as the home for the company’s autonomy and technology teams. Than ...

Key Points Tesla's performance over the past 12 months comes up short of the overall market's gain. The stock's current valuation shows just how bullish market sentiment has become, with Tesla having no room for error. These 10 stocks could mint the next wave of millionaires › By disrupting the massive global automobile industry, Tesla (NASDAQ: TSLA) became one of the best performing stocks on the market. Shares have rocketed higher over the past decade. And they currently trade at record levels. Mo ...

Ford CEO Jim Farley walked through Ford's Michigan design studio Monday afternoon, reflecting on how he was about to wipe out thousands of work hours on electric vehicles that he and his team had hoped would revolutionize the American auto industry. ...

By Nora Eckert DETROIT, Dec 16 (Reuters) - Ford CEO Jim Farley walked through Ford’s Michigan design studio Monday afternoon, reflecting on how he was about to wipe out thousands of work hours on electric vehicles that he and his team had hoped would revolutionize the American auto industry. Shortly after, his company announced it would kill several of those battery-powered models and take a $19.5 billion writedown on EV-related assets. It marked the industry’s ​biggest electric-vehicle retreat since U.S ...

These technological revolutions are driving ravenous demand for the white metal.2025 has been a banner year for silver. Not only has its price more than doubled this year, on top of its 21% gain in 2024, but over the last 12 months, its gains have equaled those of the AI darling Nvidia, the tech-heavy Nasdaq, and even gold... combined. You can see silver's meteoric trajectory in the share price of iShares Silver Trust (SLV +3.58%), a fund designed to generally track silver prices.NYSEMKT : SLViShares Silver ...

Tesla (TSLA) shares have risen by 18% in the last month and are presently priced at $475. While Tesla’s core automotive business is facing headwinds, amid mounting competition and a broader slowdown in EV demand, investors appear optimistic about the company’s AI related developments. The company recently provided an update on its Robotaxi program, noting that roughly six months after launching a limited service in Austin, Texas that relied on human safety drivers, it has begun testing vehicles without safe ...

公司财务与战略调整 - 福特汽车公司宣布对电动汽车投资进行195亿美元（195亿美元）的巨额减值 [1] - 此次减值是该公司迄今为止在电动汽车领域战略收缩的最显著标志 [1] 行业趋势与转变 - 汽车行业正从本世纪初曾全力拥抱的电动汽车技术领域进行战略收缩 [1] - 福特汽车的巨额减值是该行业趋势迄今为止最明显的迹象 [1]

公司财务与战略调整 - 公司对其电动汽车业务进行了一次性巨额资产减记，金额高达195亿美元 [1] 行业与公司运营 - 此次资产减记反映了公司在电动汽车业务领域面临重大挑战，可能涉及技术路线、市场需求或产能规划等方面的调整 [1]