Tesla's Big Rally on China Developments Is Called Overdone by Wells Fargo

seekingalpha04-30

Tesla (NASDAQ:TSLA) saw a big rally on Monday, with shares up 15% after Elon Musk's surprise visit to China and the announcement of an expansion of the company's partnership with Baidu (BIDU).Wells ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

Tonykhoo
04-30
Tonykhoo
Well fargo cannot be trusted

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2431848642?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2024-04-30 16:22","share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","id":"2431848642","market":"sg","top_or_hot":-1,"title":"Tesla's Big Rally on China Developments Is Called Overdone by Wells Fargo","media":"seekingalpha","content":"<div>\n<p>Tesla (NASDAQ:TSLA) saw a big rally on Monday, with shares up 15% after Elon Musk's surprise visit to China and the announcement of an expansion of the company's partnership with Baidu (BIDU).Wells ...</p>\n\n<a href=\"https://seekingalpha.com/news/4095786-teslas-big-rally-on-china-developments-is-called-overdone-by-wells-fargo\">Source Link</a>\n\n</div>\n","source":"seekingalpha","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's Big Rally on China Developments Is Called Overdone by Wells Fargo</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's Big Rally on China Developments Is Called Overdone by Wells Fargo\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-30 16:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4095786-teslas-big-rally-on-china-developments-is-called-overdone-by-wells-fargo><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla (NASDAQ:TSLA) saw a big rally on Monday, with shares up 15% after Elon Musk's surprise visit to China and the announcement of an expansion of the company's partnership with Baidu (BIDU).Wells ...</p>\n\n<a href=\"https://seekingalpha.com/news/4095786-teslas-big-rally-on-china-developments-is-called-overdone-by-wells-fargo\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"89888","symbol_name":"百度集团-SWR","start_time":0,"source_url":"https://seekingalpha.com/news/4095786-teslas-big-rally-on-china-developments-is-called-overdone-by-wells-fargo","article_id":"2431848642","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2431848642","pubTimestamp":1714465356,"sourceInfo":{"source_id":"seekingalpha","name":"Seeking Alpha"},"weMediaInfo":null,"summary":"Tesla (NASDAQ:TSLA) saw a big rally on Monday, with shares up as much as 18% after Elon Musk's surprise visit to China and the announcement of an expansion of the company's partnership with Baidu (BID","collect":0,"end_time":0,"defaultTopTitle":"seekingalpha.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"89888":"百度集团-SWR","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4555":"新能源车","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","TSLL":"Direxion Daily TSLA Bull 2X Shares","TSLA":"特斯拉","BK1588":"回港中概股","BIDU":"百度","09888":"百度集团-SW","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","XIACF":"Xiaomi Corp.","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4559":"巴菲特持仓","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0823411888.USD":"法巴消费创新基金 Cap","BK4550":"红杉资本持仓","BK1587":"次新股","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","BK4552":"Archegos爆仓风波概念","BK4207":"综合性银行","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","BK4551":"寇图资本持仓","SG9999014674.SGD":"Nikko AM All China Equity A SGD","LU1115378108.SGD":"Eastspring Investments - Global Emerging Markets Dynamic AS SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","XPEV":"小鹏汽车","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0823426308.USD":"法巴中国股票基金","LU0106831901.USD":"贝莱德世界金融基金A2","LI":"理想汽车","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","BYDDF":"BYD Co., Ltd.","LU0287142896.SGD":"Fidelity China Focus A-SGD","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD"},"translate_title":"富国银行称特斯拉对华发展的大幅反弹过头了","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89888":0.6,"XPEV":1,"LI":1,"BYDDF":1,"TSLA":1,"TSLL":1,"XIACF":1,"09888":0.79,"BIDU":0.6,"EVS.SI":0.6},"content_text":"Tesla (NASDAQ:TSLA) saw a big rally on Monday, with shares up 15% after Elon Musk's surprise visit to China and the announcement of an expansion of the company's partnership with Baidu (BIDU).Wells Fargo analyst Colin Langan said he was surprised by the big share price move on Monday, given the firm sees limited EPS impact and with deal details far from certain.\"The partnership with Baidu helped ease China regulators' concerns over data security. However, there're no details of the partnership in terms of economics & data sharing. Also, TSLA's FSD system is vision-only with decisions that are not dependent on mapping, so Baidu's role in the FSD tech is unclear.\"Langan also warned that there could be restrictions on sharing data, which could limit Tesla's (TSLA) ability to leverage the tech progress it has seen in the U.S.There is also the glaring point that Chinese electric vehicle makers are fast followers and could undercut Tesla (TSLA) on pricing. Advanced driver-assistance systems are already going mainstream in China, with XPeng (XPEV) and Xiaomi (OTCPK:XIACF) two of the notable players. Li Auto (LI) and BYD Company (OTCPK:BYDDF) also have advanced driver-assistance systems plans of their own.Morgan Stanley went in a different direction with the Tesla (TSLA) developments. Notably, analyst Adam Jonas said investor concerns about the focus of Elon Musk on Tesla (TSLA) could be alleviated after the China trip. Jonas said achieving a potential détente with the Chinese government on such areas as autonomous driving/FSD is surprising and deserves greater research and understanding.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":300860266229792,"gmtCreate":1714468235009,"gmtModify":1714468395403,"author":{"id":"3582712972054494","authorId":"3582712972054494","name":"Tonykhoo","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"Well fargo cannot be trusted&nbsp;","listText":"Well fargo cannot be trusted&nbsp;","text":"Well fargo cannot be trusted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300860266229792","repostId":2431848642,"repostType":2,"repost":{"id":"2431848642","pubTimestamp":1714465356,"share":"https://www.laohu8.com/m/news/2431848642?lang=&edition=full","pubTime":"2024-04-30 16:22","market":"sg","language":"en","title":"Tesla's Big Rally on China Developments Is Called Overdone by Wells Fargo","url":"https://stock-news.laohu8.com/highlight/detail?id=2431848642","media":"seekingalpha","summary":"Tesla (NASDAQ:TSLA) saw a big rally on Monday, with shares up as much as 18% after Elon Musk's surprise visit to China and the announcement of an expansion of the company's partnership with Baidu (BID","content":"<html><head></head><body><p>Tesla (NASDAQ:TSLA) saw a big rally on Monday, with shares up 15% after Elon Musk&#39;s surprise visit to China and the announcement of an expansion of the company&#39;s partnership with Baidu (BIDU).</p><p>Wells Fargo analyst Colin Langan said he was surprised by the big share price move on Monday, given the firm sees limited EPS impact and with deal details far from certain.</p><p>&#34;The partnership with Baidu helped ease China regulators&#39; concerns over data security. However, there&#39;re no details of the partnership in terms of economics &amp; data sharing. Also, TSLA&#39;s FSD system is vision-only with decisions that are not dependent on mapping, so Baidu&#39;s role in the FSD tech is unclear.&#34;</p><p>Langan also warned that there could be restrictions on sharing data, which could limit Tesla&#39;s (TSLA) ability to leverage the tech progress it has seen in the U.S.</p><p>There is also the glaring point that Chinese electric vehicle makers are fast followers and could undercut Tesla (TSLA) on pricing. Advanced driver-assistance systems are already going mainstream in China, with XPeng (XPEV) and Xiaomi (OTCPK:XIACF) two of the notable players. Li Auto (LI) and BYD Company (OTCPK:BYDDF) also have advanced driver-assistance systems plans of their own.</p><p>Morgan Stanley went in a different direction with the Tesla (TSLA) developments. Notably, analyst Adam Jonas said investor concerns about the focus of Elon Musk on Tesla (TSLA) could be alleviated after the China trip. Jonas said achieving a potential détente with the Chinese government on such areas as autonomous driving/FSD is surprising and deserves greater research and understanding.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's Big Rally on China Developments Is Called Overdone by Wells Fargo</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's Big Rally on China Developments Is Called Overdone by Wells Fargo\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-30 16:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4095786-teslas-big-rally-on-china-developments-is-called-overdone-by-wells-fargo><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla (NASDAQ:TSLA) saw a big rally on Monday, with shares up 15% after Elon Musk's surprise visit to China and the announcement of an expansion of the company's partnership with Baidu (BIDU).Wells ...</p>\n\n<a href=\"https://seekingalpha.com/news/4095786-teslas-big-rally-on-china-developments-is-called-overdone-by-wells-fargo\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89888":"百度集团-SWR","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4555":"新能源车","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","TSLL":"Direxion Daily TSLA Bull 2X Shares","TSLA":"特斯拉","BK1588":"回港中概股","BIDU":"百度","09888":"百度集团-SW","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","XIACF":"Xiaomi Corp.","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4559":"巴菲特持仓","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0823411888.USD":"法巴消费创新基金 Cap","BK4550":"红杉资本持仓","BK1587":"次新股","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","BK4552":"Archegos爆仓风波概念","BK4207":"综合性银行","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","BK4551":"寇图资本持仓","SG9999014674.SGD":"Nikko AM All China Equity A SGD","LU1115378108.SGD":"Eastspring Investments - Global Emerging Markets Dynamic AS SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","XPEV":"小鹏汽车","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0823426308.USD":"法巴中国股票基金","LU0106831901.USD":"贝莱德世界金融基金A2","LI":"理想汽车","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","BYDDF":"BYD Co., Ltd.","LU0287142896.SGD":"Fidelity China Focus A-SGD","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD"},"source_url":"https://seekingalpha.com/news/4095786-teslas-big-rally-on-china-developments-is-called-overdone-by-wells-fargo","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2431848642","content_text":"Tesla (NASDAQ:TSLA) saw a big rally on Monday, with shares up 15% after Elon Musk's surprise visit to China and the announcement of an expansion of the company's partnership with Baidu (BIDU).Wells Fargo analyst Colin Langan said he was surprised by the big share price move on Monday, given the firm sees limited EPS impact and with deal details far from certain.\"The partnership with Baidu helped ease China regulators' concerns over data security. However, there're no details of the partnership in terms of economics & data sharing. Also, TSLA's FSD system is vision-only with decisions that are not dependent on mapping, so Baidu's role in the FSD tech is unclear.\"Langan also warned that there could be restrictions on sharing data, which could limit Tesla's (TSLA) ability to leverage the tech progress it has seen in the U.S.There is also the glaring point that Chinese electric vehicle makers are fast followers and could undercut Tesla (TSLA) on pricing. Advanced driver-assistance systems are already going mainstream in China, with XPeng (XPEV) and Xiaomi (OTCPK:XIACF) two of the notable players. Li Auto (LI) and BYD Company (OTCPK:BYDDF) also have advanced driver-assistance systems plans of their own.Morgan Stanley went in a different direction with the Tesla (TSLA) developments. Notably, analyst Adam Jonas said investor concerns about the focus of Elon Musk on Tesla (TSLA) could be alleviated after the China trip. Jonas said achieving a potential détente with the Chinese government on such areas as autonomous driving/FSD is surprising and deserves greater research and understanding.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":5,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.24.2","shortVersion":"4.24.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2431848642"}