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Deutsche Bank predicts that fourth-quarter deliveries will fall short of expectations, but do the passionate Tesla fans still care?
Deutsche Bank Analysts Edison Yu and Winnie Dong stated that the fourth quarter "is Tesla's biggest delivery quarter," but "so far, we believe the delivery volume is slightly below" the expected annual growth of 0.515 million vehicles - whether Tesla can achieve this target in the fourth quarter and realize annual growth remains in question.
After building cars, will we create 'humans'? Over ten car companies are laying out plans, has it become a necessary option in the AI era?
① The Chairman of Ideal Automobile, Li Xiang, responded to whether there will be humanoid robots, stating that the probability is definitely 100%, but the timing is not now; ② Apart from Tesla, Chinese brands including BYD, Guangzhou Automobile Group, Chery Automobile, Xiaomi, Chongqing Sokon Industry Group Stock, Xpeng Motors, SAIC Motor, Chongqing Changan Automobile, and Dongfeng Automobile are all involved in the field of humanoid robots.
Musk initiated a revolution in manufacturing, but no one noticed.
The CEO of Launch I/O stated that Tesla designs, tests, and perfects its factories just like it does with its Autos, setting specifications and performance Indicators. This focus on manufacturing efficiency will significantly reduce production costs, potentially approaching zero: "I believe many people are not paying enough attention to this. In the future, whether it's the Cybertruck or the Optimus Siasun Robot&Automation, this method will be used for production."
Research and development investments are close to the combined sum of BAT! Does ByteDance want to become China's OpenAI?
Zheshang stated that ByteDance has made huge investments in AI, with capital expenditures reaching 80 billion yuan in 2024, approaching the total of Baidu, Alibaba, and Tencent (about 100 billion yuan). Research and development investments significantly lead their peers; analogously, just as Microsoft is strongly investing in OpenAI, ByteDance in China may be comparable to OpenAI in the USA.
Amid Donald Trump's Concerns About Taiwan's Rising Chip Business, Jensen Huang Praises TSMC For Its Unquestionable Innovation — Vows Nvidia's Support For The Incoming US Administration
Famous Analyst warns: the Technology bubble is approaching a "critical point", be wary of large hedge funds selling off.
Kaplan, the CEO of True Contrarian blog and newsletter, believes that the current technology bubble in U.S. stocks has grown larger... the current bear market may have already begun. He also stated that if stocks like QQQ drop by 20%, those funds worth trillions of dollars will sell off at the same time.