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GM third-quarter US auto sales up about 8%
Reuters· 2025-10-01 15:32
General Motors reported a 7.7% rise in its U.S. auto sales during the third-quarter on Wednesday, aided by strong demand for electric vehicles and SUVs. ...
Tesla's European sales see growth in 2025: what to expect from Q3 deliveries
Invezz· 2025-10-01 12:11
Tesla's sales showed signs of recovery in parts of Europe during September, with gains in France, Denmark, Norway, and Spain, but continued weakness in Sweden underscored the US electric-vehicle maker... ...
10 Stocks to Watch as Investors Scramble to Pour Money into AI Trade
Insider Monkey· 2025-09-30 07:19
In this article, we will take a detailed look at the 10 Stocks to Watch as Investors Scramble to Pour Money into AI Trade.AI stocks continue to dominate market headlines as companies and investors pour money into major companies working on technologies that are impacting millions of lives worldwide. Steve Sosnick, Interactive Brokers’ chief strategist, said in a recent interview with CNBC that AI stocks are still capturing investors’ “imagination” amid strong growth. “I think there is a little bit of what I ...
Exclusive: Ford, GM launch programs to extend use of $7,500 EV lease credit
Reuters· 2025-09-30 00:51
行业动态 - 福特和通用汽车正在竞相为汽车经销商制定计划 以在联邦补贴周二到期后 有效延长电动汽车租赁7500美元税收抵免的使用 [1]
China's BYD forecasts exports to top 20% of 2025 sales, SCMP reports
Reuters· 2025-09-29 02:37
公司业务表现 - 中国电动汽车制造商比亚迪预计今年出口将占全球销量约20% [1] - 新车型发布将推动出口增长 [1]
Tesla's Q3 will be the last good one for a while, says The Westly Group's Steve Westly
Youtube· 2025-09-26 19:55
特斯拉业务表现与展望 - 预计第三季度将交付465,000辆汽车,年度营收约为250亿美元 [2] - 中国市场表现略有增长,欧洲市场下滑,美国市场表现稳固,部分原因是消费者在9月30日税收抵免政策到期前急于购车 [2] - 公司需要将新产品和低成本产品推向市场,并开拓新市场,以证明其技术公司定位 [3] - 全自动驾驶(FSD)获得更多监管批准对其至关重要 [3] - 人形机器人方面,公司设定了年底前生产5,000台或更多的目标 [5] - 能源部门是公司增长最快的部门,预计今年在约1,000亿美元的总营收中,能源业务贡献将超过140亿美元 [10][11] 电动汽车行业趋势 - 全球所有汽车制造商都在转向全电动化,主要驱动力是电池成本持续下降 [3] - 行业面临的关键问题是如何在税收抵免政策取消后维持需求,特别是第四季度的表现 [2] 能源行业与人工智能需求 - 人工智能(AI)的发展竞赛首先取决于能源竞赛的胜利,需要为全球经济、军事等领域接入历史性的能源量 [7] - AI革命将刺激数据中心繁荣,同时全球交通车队正在电动化,这对电力供应提出了巨大需求 [8] - 满足未来电力需求需要新思维,包括采用"全盘考虑"的方法,涉及更多天然气、核能以及电池的支持 [9][10] - 虚拟电厂是未来趋势,公用事业公司将需要利用聚合的Powerwall家用电池系统,并在不久的将来聚合电动汽车的电能来满足峰值需求 [11] 特斯拉估值与技术定位 - 公司目前交易估值倍数非常高,需要证明其确实是一家科技公司 [4] - 在自动驾驶技术方面,公司目前严重落后于Whimo [4] - 需要在新的城市获得监管批准,以证明其竞争力和拥有最佳技术 [4]
Why Tesla stock is making minor comeback after Thursday's 4% fall
Invezz· 2025-09-26 14:26
Tesla shares edged higher in early trading on Friday as Wall Street analysts raised their price targets on the electric-vehicle maker, citing optimism over its artificial intelligence-driven initiativ... ...
Regulatory uncertainty slowing US electric vehicle adoption: report
Yahoo Finance· 2025-09-26 09:26
The hybrid vehicle segment in the U.S. is expected to grow rapidly over the next decade, according to EY’s data. Despite an overall cooldown in the U.S. EV market, hybrid vehicles are expected to account for 34% of all passenger vehicles sold by 2034. Sales of hybrid vehicles are expected to climb to over 3 million units in the U.S. by next year, according to EY’s data."Hybrids will be the selection, and I think it will be the bridge to get us to full electrification,” said George Lenyo, EY Americas Automot ...
Tesla asks the EPA to keep emissions standards as it discounts the agency's 'alternative science'
Seeking Alpha· 2025-09-25 18:57
Tesla (NASDAQ:TSLA) has formally asked environmental regulators to maintain tailpipe emissions standards that were put in place to incentivize the automobile industry to sell electric vehicles in larger numbers. The Austin-based company noted in a regulatory filing that vehicle ...
Tesla urges Trump not to repeal vehicle emissions rules, climate finding
Reuters· 2025-09-25 17:27
Electric vehicle manufacturer Tesla urged the Trump administration not to repeal vehicle emissions standards or the long-standing U.S. finding that greenhouse gas emissions endanger human health. ...