Will defense stocks in the U.S. soar against the trend? Bernstein: Trump's return to the White House may provide a boost.
① Analysts from Wall Street investment bank Bernstein claim that Trump's return to the White House could lead to a counter-trend rise in usa defense stocks; ② Analyst Douglas Harned believes that Trump's statements on nuclear deterrence, missile defense, and enhancing space capabilities will be bullish for defense contractors; ③ Although the new government departments may cut spending, Harned believes this is still uncertain, and increased export demand is a positive factor.
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The "Trump Buff" is ineffective? ubs group: Tesla's fundamentals are not keeping up, and the stock price is expected to drop by more than 30% in the future!
① Analysts at ubs group believe that Tesla's stock price may adjust, as its fundamentals do not support the recent surge in stock price; ② The firm maintains a "sell" rating with a target price of $226, indicating that Tesla's stock price has about a 33% downside potential.
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Under the dual pressures of 'price wars' and electrification transformation, this year will see 4,000 4S stores close down. Traditional dealers are 'abandoning' rbob gasoline vehicles and embracing new energy.
① The deputy secretary-general of the China Automobile Dealers Association, Lang Xuehong, recently predicted that the number of 4S stores expected to withdraw from the market this year will reach 4,000. ② In the past year, more than 40 traditional luxury brand dealers have chosen to switch to Nio. ③ Zhongsheng Hldg announced that it has signed a preliminary agreement with Chongqing Sokon Industry Group Stock, and both parties agree to further negotiate on the cooperative distribution of new energy fund.
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nvidia brings a new AI model that "disrupts" the audio industry: it can create music and modify vocals.
nvidia has developed a new AI model Fugatto, which can create sound effects, change pronunciation, and generate music with natural language prompts. Fugatto can synthesize speech, add sound effects to music, and is considered as a complement to video and image generation models.
US stocks closed: The Dow Jones rose nearly 1% to a new high, while nvidia and Tesla fell sharply against the trend.
① The nasdaq china golden dragon index rose by 0.44%; ② bitcoin fell back, microstrategy dropped more than 4%; ③ international oil prices plummeted, conocophillips fell by 5%; ④ California plans to introduce electric autos purchase subsidies, with Tesla being excluded.
Will challenge Trump and Musk's 'gun lying'? California's electric vehicle subsidy program will exclude Tesla.
California plans to provide state subsidies to local electric auto buyers if Trump cancels federal government subsidies after taking office next year, but the subsidies will exclude Tesla's popular electric auto models to create market conditions for more auto manufacturers to establish a presence.
No Rebate for You! California's Newsom Excludes Tesla From ZEV Credit
What's Going On With Tesla Stock Today?
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