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meurasian77

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- meurasian77meurasian77
  ·03-13
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- meurasian77meurasian77
  ·03-12
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  TSMC Pitched Intel Foundry JV to Nvidia, AMD and Broadcom, Sources Say
  Taiwan Semiconductor Manufacturing has pitched U.S. chip designers NVIDIA, Advanced Micro Devices an
  TSMC Pitched Intel Foundry JV to Nvidia, AMD and Broadcom, Sources Say
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- meurasian77meurasian77
  ·03-10
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  Tesla’s Stock Defied Gravity For Years. Is Elon Musk’s EV Party Over?
  JP Morgan analyst Ryan Brinkman wrote in January, after Tesla reported poor earnings and its first-ever annual vehicle-sales decline.Tesla and Musk did not respond to requests for comment. In July, Musk said investors who don’t believe Tesla would “solve vehicle autonomy” should “sell their Tesla stock.”ROBOTAXI PIVOTTesla’s previous peak value of more than $1.2 trillion came in 2021, in response to concrete achievements. Soaring sales of its ground-breaking Model 3 and Model Y had proved that E
  Tesla’s Stock Defied Gravity For Years. Is Elon Musk’s EV Party Over?
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- meurasian77meurasian77
  ·03-10
  ‌$Tesla Motors(TSLA)$ ‌
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- meurasian77meurasian77
  ·03-04
  ‌$Direxion Daily TSLA Bull 2X Shares(TSLL)$ ‌‌ ‌
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- meurasian77meurasian77
  ·03-03
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- meurasian77meurasian77
  ·03-03
  ‌$NVIDIA(NVDA)$ ‌‌ ‌
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- meurasian77meurasian77
  ·02-27
  ‌$NVIDIA(NVDA)$ ‌‌ ‌
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- meurasian77meurasian77
  ·02-24
  ‌$Alibaba(BABA)$ ‌
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- meurasian77meurasian77
  ·02-20
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  Alibaba Beats Revenue Estimates for Third Quarter
  Live: Alibaba FY2025Q3 Earnings Conference CallFeb 20 (Reuters) - China's Alibaba Group Holding on W
  Alibaba Beats Revenue Estimates for Third Quarter
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href=\"\">[喷血]&nbsp;</a>‌","listText":"‌<a href=\"\">[喷血]&nbsp;</a>‌","text":"‌[喷血] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/413011689308528","repostId":"1197159059","repostType":4,"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":412599900988048,"gmtCreate":1741752519674,"gmtModify":1741752522709,"author":{"id":"3587020790873268","authorId":"3587020790873268","name":"meurasian77","avatar":"https://static.tigerbbs.com/029ef04cb8ec6291c3e5d53eb5cfac4b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3587020790873268","idStr":"3587020790873268"},"themes":[],"htmlText":"‌<a href=\"\">[财迷]&nbsp;</a>‌","listText":"‌<a href=\"\">[财迷]&nbsp;</a>‌","text":"‌[财迷] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/412599900988048","repostId":"2518383310","repostType":4,"repost":{"id":"2518383310","kind":"live","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1741766467,"share":"https://ttm.financial/m/news/2518383310?lang=&edition=full_marsco","pubTime":"2025-03-12 16:01","market":"us","language":"en","title":"TSMC Pitched Intel Foundry JV to Nvidia, AMD and Broadcom, Sources Say","url":"https://stock-news.laohu8.com/highlight/detail?id=2518383310","media":"Reuters","summary":"Taiwan Semiconductor Manufacturing has pitched U.S. chip designers NVIDIA, Advanced Micro Devices an","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a> has pitched U.S. chip designers <a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>, <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> and <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> about taking stakes in a joint venture that would operate <a href=\"https://laohu8.com/S/INTC\">Intel</a>&#39;s factories, according to four sources familiar with the matter.</p><p>Under the proposal, the Taiwanese chipmaking giant would run the operations of Intel&#39;s foundry division, which makes chips adapted for the needs of customers, but it would not own more than 50%, the sources said. <a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a> has also been pitched by TSMC, according to one of the sources and a separate source.</p><p><a href=\"https://laohu8.com/S/INTC\">Intel</a> shares up 7% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7c66489f4a38e6f8f049238e03321e99\" tg-width=\"800\" tg-height=\"842\"/></p><p>The talks, which are at an early stage, come after U.S. President Donald Trump&#39;s administration requested TSMC, the world&#39;s leading contract chipmaker, assist in turning around the troubled U.S. industrial icon, the sources said on condition of anonymity because the talks are not public.</p><p>The details of the plan for TSMC to take no more than a 50% stake and its overtures to potential partners are being reported for the first time.</p><p>Any final deal - the value of which is unclear - would need approval from the Trump administration, which does not want Intel or its foundry division to be fully foreign-owned, the sources said.</p><p>Intel, TSMC, Nvidia, AMD and Qualcomm declined to comment. The White House and Broadcom did not respond to requests for comment.</p><p>At stake is the future of the U.S. chipmaking giant, whose shares have lost more than half of their value in the last year.</p><p>Intel reported a 2024 net loss of $18.8 billion, its first since 1986, driven by large impairments. The foundry division&#39;s property and plant equipment had a book value of $108 billion as of December 31, according to a company filing.</p><p>Trump is keen to revive Intel&#39;s fortunes, as he seeks to boost American advanced manufacturing, three of the sources said.</p><p>The sources said TSMC&#39;s joint venture pitch was made to potential backers before the Taiwanese chipmaker announced with Trump on March 3 that the company planned to make a fresh $100 billion investment in the United States that involves building five additional chip facilities there in coming years.</p><p>Talks about the joint venture over Intel&#39;s foundry division have since continued, the three sources said, with TSMC looking to have more than one chip designer as a partner.</p><p>Multiple companies have expressed interest in buying parts of Intel, but two of the four sources said the U.S. company has rejected discussions about selling its chip design house separately from the foundry division.</p><p>Qualcomm has exited earlier discussions to buy all or part of Intel, according to those people and a separate source.</p><p>Intel board members have backed a deal and held negotiations with TSMC, while some executives are firmly opposed, according to two sources.</p><p>Intel&#39;s contract manufacturing business, or foundry division, was a crucial part of former CEO Pat Gelsinger&#39;s effort to save Intel. Gelsinger was forced out by the board in December, which named two interim co-CEOs who have mothballed its forthcoming AI chip.</p><p>Any deals between historical rivals TSMC and Intel would face major challenges and be costly and laborious. The two companies currently use vastly different processes, chemicals, and chipmaking tool setups at their factories, according to separate sources at the companies.</p><p>Intel has previously had manufacturing partnerships with Taiwan&#39;s UMC and Israel&#39;s Tower Semiconductor that could offer a precedent for the two companies to operate together, but it remains unclear how such a partnership would work regarding trade manufacturing secrets.</p><p>The Taiwanese chipmaker wants potential investors in the joint venture to also be Intel advanced manufacturing customers, according to one of the sources.</p><p>Reuters reported last week, citing sources, that Nvidia and Broadcom are running manufacturing tests with Intel, using the company&#39;s most advanced production techniques, known as 18A. AMD is also evaluating whether Intel&#39;s 18A manufacturing process is suitable for it.</p><p>But 18A has been an area of contention in negotiations between Intel and TSMC, two sources said. During talks in February, Intel executives told TSMC that its advanced 18A manufacturing technology was superior to TSMC&#39;s 2-nanometer process, according to those sources.</p></body></html>","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>TSMC Pitched Intel Foundry JV to Nvidia, AMD and Broadcom, Sources Say</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\">\nTSMC Pitched Intel Foundry JV to Nvidia, AMD and Broadcom, Sources Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-03-12 16:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a> has pitched U.S. chip designers <a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>, <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> and <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> about taking stakes in a joint venture that would operate <a href=\"https://laohu8.com/S/INTC\">Intel</a>&#39;s factories, according to four sources familiar with the matter.</p><p>Under the proposal, the Taiwanese chipmaking giant would run the operations of Intel&#39;s foundry division, which makes chips adapted for the needs of customers, but it would not own more than 50%, the sources said. <a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a> has also been pitched by TSMC, according to one of the sources and a separate source.</p><p><a href=\"https://laohu8.com/S/INTC\">Intel</a> shares up 7% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7c66489f4a38e6f8f049238e03321e99\" tg-width=\"800\" tg-height=\"842\"/></p><p>The talks, which are at an early stage, come after U.S. President Donald Trump&#39;s administration requested TSMC, the world&#39;s leading contract chipmaker, assist in turning around the troubled U.S. industrial icon, the sources said on condition of anonymity because the talks are not public.</p><p>The details of the plan for TSMC to take no more than a 50% stake and its overtures to potential partners are being reported for the first time.</p><p>Any final deal - the value of which is unclear - would need approval from the Trump administration, which does not want Intel or its foundry division to be fully foreign-owned, the sources said.</p><p>Intel, TSMC, Nvidia, AMD and Qualcomm declined to comment. The White House and Broadcom did not respond to requests for comment.</p><p>At stake is the future of the U.S. chipmaking giant, whose shares have lost more than half of their value in the last year.</p><p>Intel reported a 2024 net loss of $18.8 billion, its first since 1986, driven by large impairments. The foundry division&#39;s property and plant equipment had a book value of $108 billion as of December 31, according to a company filing.</p><p>Trump is keen to revive Intel&#39;s fortunes, as he seeks to boost American advanced manufacturing, three of the sources said.</p><p>The sources said TSMC&#39;s joint venture pitch was made to potential backers before the Taiwanese chipmaker announced with Trump on March 3 that the company planned to make a fresh $100 billion investment in the United States that involves building five additional chip facilities there in coming years.</p><p>Talks about the joint venture over Intel&#39;s foundry division have since continued, the three sources said, with TSMC looking to have more than one chip designer as a partner.</p><p>Multiple companies have expressed interest in buying parts of Intel, but two of the four sources said the U.S. company has rejected discussions about selling its chip design house separately from the foundry division.</p><p>Qualcomm has exited earlier discussions to buy all or part of Intel, according to those people and a separate source.</p><p>Intel board members have backed a deal and held negotiations with TSMC, while some executives are firmly opposed, according to two sources.</p><p>Intel&#39;s contract manufacturing business, or foundry division, was a crucial part of former CEO Pat Gelsinger&#39;s effort to save Intel. Gelsinger was forced out by the board in December, which named two interim co-CEOs who have mothballed its forthcoming AI chip.</p><p>Any deals between historical rivals TSMC and Intel would face major challenges and be costly and laborious. The two companies currently use vastly different processes, chemicals, and chipmaking tool setups at their factories, according to separate sources at the companies.</p><p>Intel has previously had manufacturing partnerships with Taiwan&#39;s UMC and Israel&#39;s Tower Semiconductor that could offer a precedent for the two companies to operate together, but it remains unclear how such a partnership would work regarding trade manufacturing secrets.</p><p>The Taiwanese chipmaker wants potential investors in the joint venture to also be Intel advanced manufacturing customers, according to one of the sources.</p><p>Reuters reported last week, citing sources, that Nvidia and Broadcom are running manufacturing tests with Intel, using the company&#39;s most advanced production techniques, known as 18A. AMD is also evaluating whether Intel&#39;s 18A manufacturing process is suitable for it.</p><p>But 18A has been an area of contention in negotiations between Intel and TSMC, two sources said. During talks in February, Intel executives told TSMC that its advanced 18A manufacturing technology was superior to TSMC&#39;s 2-nanometer process, according to those sources.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4512":"苹果概念","BK4549":"软银资本持仓","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","BK4554":"元宇宙及AR概念","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU0079474960.USD":"联博美国增长基金A","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","BK4534":"瑞士信贷持仓","TSM":"台积电","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","BK4608":"AI应用概念股","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","IE00BVYPNQ40.USD":"GUINNESS ASIAN EQUITY INCOME \"C\" (USD) ACC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","BK4543":"AI","INTC":"英特尔","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1670711040.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) ACC"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250312:nL6N3PU0LN:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2518383310","content_text":"Taiwan Semiconductor Manufacturing has pitched U.S. chip designers NVIDIA, Advanced Micro Devices and Broadcom about taking stakes in a joint venture that would operate Intel's factories, according to four sources familiar with the matter.Under the proposal, the Taiwanese chipmaking giant would run the operations of Intel's foundry division, which makes chips adapted for the needs of customers, but it would not own more than 50%, the sources said. Qualcomm has also been pitched by TSMC, according to one of the sources and a separate source.Intel shares up 7% in premarket trading.The talks, which are at an early stage, come after U.S. President Donald Trump's administration requested TSMC, the world's leading contract chipmaker, assist in turning around the troubled U.S. industrial icon, the sources said on condition of anonymity because the talks are not public.The details of the plan for TSMC to take no more than a 50% stake and its overtures to potential partners are being reported for the first time.Any final deal - the value of which is unclear - would need approval from the Trump administration, which does not want Intel or its foundry division to be fully foreign-owned, the sources said.Intel, TSMC, Nvidia, AMD and Qualcomm declined to comment. The White House and Broadcom did not respond to requests for comment.At stake is the future of the U.S. chipmaking giant, whose shares have lost more than half of their value in the last year.Intel reported a 2024 net loss of $18.8 billion, its first since 1986, driven by large impairments. The foundry division's property and plant equipment had a book value of $108 billion as of December 31, according to a company filing.Trump is keen to revive Intel's fortunes, as he seeks to boost American advanced manufacturing, three of the sources said.The sources said TSMC's joint venture pitch was made to potential backers before the Taiwanese chipmaker announced with Trump on March 3 that the company planned to make a fresh $100 billion investment in the United States that involves building five additional chip facilities there in coming years.Talks about the joint venture over Intel's foundry division have since continued, the three sources said, with TSMC looking to have more than one chip designer as a partner.Multiple companies have expressed interest in buying parts of Intel, but two of the four sources said the U.S. company has rejected discussions about selling its chip design house separately from the foundry division.Qualcomm has exited earlier discussions to buy all or part of Intel, according to those people and a separate source.Intel board members have backed a deal and held negotiations with TSMC, while some executives are firmly opposed, according to two sources.Intel's contract manufacturing business, or foundry division, was a crucial part of former CEO Pat Gelsinger's effort to save Intel. Gelsinger was forced out by the board in December, which named two interim co-CEOs who have mothballed its forthcoming AI chip.Any deals between historical rivals TSMC and Intel would face major challenges and be costly and laborious. The two companies currently use vastly different processes, chemicals, and chipmaking tool setups at their factories, according to separate sources at the companies.Intel has previously had manufacturing partnerships with Taiwan's UMC and Israel's Tower Semiconductor that could offer a precedent for the two companies to operate together, but it remains unclear how such a partnership would work regarding trade manufacturing secrets.The Taiwanese chipmaker wants potential investors in the joint venture to also be Intel advanced manufacturing customers, according to one of the sources.Reuters reported last week, citing sources, that Nvidia and Broadcom are running manufacturing tests with Intel, using the company's most advanced production techniques, known as 18A. AMD is also evaluating whether Intel's 18A manufacturing process is suitable for it.But 18A has been an area of contention in negotiations between Intel and TSMC, two sources said. During talks in February, Intel executives told TSMC that its advanced 18A manufacturing technology was superior to TSMC's 2-nanometer process, according to those sources.","news_type":1},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":412034239586448,"gmtCreate":1741614991661,"gmtModify":1741614994565,"author":{"id":"3587020790873268","authorId":"3587020790873268","name":"meurasian77","avatar":"https://static.tigerbbs.com/029ef04cb8ec6291c3e5d53eb5cfac4b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3587020790873268","idStr":"3587020790873268"},"themes":[],"htmlText":"‌<a href=\"\">[喷血]&nbsp;</a>‌","listText":"‌<a href=\"\">[喷血]&nbsp;</a>‌","text":"‌[喷血] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/412034239586448","repostId":"1135747795","repostType":2,"repost":{"id":"1135747795","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1741614774,"share":"https://ttm.financial/m/news/1135747795?lang=&edition=full_marsco","pubTime":"2025-03-10 21:52","market":"us","language":"en","title":"Tesla’s Stock Defied Gravity For Years. Is Elon Musk’s EV Party Over?","url":"https://stock-news.laohu8.com/highlight/detail?id=1135747795","media":"Reuters","summary":"JP Morgan analyst Ryan Brinkman wrote in January, after Tesla reported poor earnings and its first-ever annual vehicle-sales decline.Tesla and Musk did not respond to requests for comment. In July, Musk said investors who don’t believe Tesla would “solve vehicle autonomy” should “sell their Tesla stock.”ROBOTAXI PIVOTTesla’s previous peak value of more than $1.2 trillion came in 2021, in response to concrete achievements. Soaring sales of its ground-breaking Model 3 and Model Y had proved that E","content":"<html><head></head><body><ul style=\"\"><li><p>Tesla&#39;s stock keeps falling, losing post-election gains after Musk backed Trump</p></li><li><p>Investors still question whether stock is overpriced as EV business falters</p></li><li><p>Most of Tesla&#39;s sky-high value is based on robotaxis and robots it hasn&#39;t yet produced</p></li></ul><p>Tesla’s stock dropped 7% in morning trading, plunging by nearly half in three months. Even so, investors are still debating whether Elon Musk&#39;s electric-vehicle maker remains overpriced.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6c36acb33eb9c66d5560b515d2d008a5\" tg-width=\"780\" tg-height=\"853\"/></p><p>The company&#39;s market capitalization has dropped 45% since hitting an all-time high of $1.5 trillion on December 17, erasing most of the gains the stock made after CEO Musk helped finance the election victory of U.S. President Donald Trump.</p><p>And yet Tesla TSLA.O continues to fetch a valuation far above those of the world’s biggest automotive and technology firms, judging by standard financial metrics. That’s because most investors and analysts have bought Musk’s pitch that the world’s most-valuable automaker isn’t really a car company at all, but rather an artificial-intelligence pioneer that will soon unleash a revolution in robotaxis and humanoid robots.</p><p>Tesla’s electric-vehicle business accounts for almost all of its revenue but less than a quarter of its stock-market value, according to a Reuters review of more than a dozen analyses by banks and investment firms. The bulk of its worth rests on hopes for autonomous vehicles Tesla hasn&#39;t yet delivered, despite Musk&#39;s promises in every year since 2016 that driverless Teslas would arrive no later than the following year.</p><p>The stock’s decline since December stems from falling vehicle sales and profits; protests of Musk’s political activity, including his mass firings of U.S. government workers as a senior Trump advisor; and investor worries that politics are distracting the world’s richest man from tending to his cash cow. Still, Tesla’s market capitalization remains up about $65 billion since the election – an amount higher than the entire value of General Motors GM.N.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/db479b9a5e6b5543d12e1f5fdccc0d5e\" title=\"\" tg-width=\"747\" tg-height=\"536\"/></p><p>Tesla’s total worth of $845 billion still tops the next nine most-valuable major automakers combined, which collectively sold about 44 million cars last year, compared to Tesla’s 1.8 million.</p><p>Investors have long bet on Musk’s visions of Tesla’s tomorrow rather than its profits today. But the widening gap between its real-world performance and analysts’ earnings estimates for unborn products has prompted some to warn of irrational exuberance.</p><p>“For how much longer can the stock remain divorced from the fundamentals?” JP Morgan analyst Ryan Brinkman wrote in January, after Tesla reported poor earnings and its first-ever annual vehicle-sales decline.</p><p>Tesla and Musk did not respond to requests for comment. In July, Musk said investors who don’t believe Tesla would “solve vehicle autonomy” should “sell their Tesla stock.”</p><h2 id=\"id_150446233\">ROBOTAXI PIVOT</h2><p>Tesla’s previous peak value of more than $1.2 trillion came in 2021, in response to concrete achievements. Soaring sales of its ground-breaking Model 3 and Model Y had proved that EVs could sell profitably in mass volumes. Musk vowed then that Tesla would produce even cheaper EVs and sell 20 million vehicles annually by 2030, nearly double what the world’s largest automaker, Toyota 7203.T, sells now.</p><p>Musk, however, shifted from the mass-volume goal last year. In April, Reuters reported Tesla had killed a long-awaited, all-new $25,000 “Model 2” that investors had counted on to drive growth. Since then, Musk has pitched investors on Tesla’s robotaxi focus.</p><p>The pivot was persuasive: Tesla shares jumped 71% from last year’s low in April through the November election, even as its EV sales stalled and profits fell.</p><p>Then the stock nearly doubled in the weeks after Trump’s election. Musk spent more than $250 million supporting Trump and now serves as his top advisor on slashing government staff and regulations.</p><p>Musk’s political clout has convinced bullish analysts that Trump will clear regulatory roadblocks to deploying a vast fleet of Tesla robotaxis. Tesla, however, already faces little oversight from many U.S. states, which control most autonomous-vehicle regulation. Texas, where Musk promises to launch fare-collecting robotaxis by June, has barred cities from regulating them.</p><p>“There’s absolutely nothing stopping him from releasing this self-driving technology right now,” said Gordon Johnson, chief executive of investment-advisory firm GLJ Research, which recommends shorting Tesla’s stock. The tech isn’t road-ready, Johnson argues: “If he released it tomorrow, the jig would be up. These things would be wrecking across America.”</p><p>Tesla has faced lawsuits and federal investigations into accidents, including fatalities, involving the driver-assistance systems it has marketed as Autopilot and Full Self-Driving. The company warns consumers the systems don’t make its cars autonomous and require drivers to pay strict attention. Musk has long said Tesla’s technology will soon be safer than a human driver.</p><h2 id=\"id_766644974\">FALLING SALES, RISING COMPETITION</h2><p>The automaker’s core EV business is struggling. The only vehicle Tesla has launched since the 2020 Model Y is the Cybertruck. The triangular pickup had sales of 38,965 units last year, Cox Automotive estimates, well below the 250,000 that Musk initially predicted Tesla would produce by 2025. Tesla has also cut prices on the now-aging models 3 and Y amid slowing electric-vehicle demand globally and rising competition, especially in China, where EVs start below $10,000.</p><p>New data also show sharp Tesla-sales declines this year in European markets following Musk’s embrace of far-right political movements there.</p><p>Tesla now faces headwinds from the president Musk helped elect. Trump, a frequent EV critic, has called for scrapping EV subsidies and policies that have added billions of dollars to Tesla’s bottom line. Musk has dismissed the impact on Tesla of losing subsidies, saying rivals would suffer more.</p><p>When Tesla reported a 20% drop in annual operating profit in January, analysts on the earnings call asked no questions about Tesla’s financials or falling EV sales. They focused instead on Musk’s promises of “autonomous ride-hailing” in Austin, Texas, by June and a wider driverless-vehicle launch by year-end. Tesla shares rose 3% the next day.</p><p>Tesla still trades at huge premiums, as measured by forward price-to-earnings ratios. The measure is used by investors to judge whether stocks are fairly valued. A high ratio suggests shares might be overpriced.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e2689603ffbcb0cec4d25e836805541b\" title=\"\" tg-width=\"720\" tg-height=\"431\"/></p><p>Tesla’s forward PE ratio is more than nine times the average of the next 25 most-valuable automakers. It’s quadruple that of BYD 002594.SZ, the Chinese automaker that passed Tesla last year as the world’s top EV seller.</p><p>Unlike Tesla, BYD also has a booming business in gas-electric hybrids, driving total 2024 sales to about 4.2 million units, more than double Tesla’s deliveries. Yet BYD’s market capitalization is less than a sixth of Tesla’s.</p><p>Tesla&#39;s forward PE ratio also is more than double or triple those of tech giants Nvidia NVDA.O, Apple AAPL.O, Meta Platforms META.O, Alphabet GOOGL.O, Amazon.com AMZN.O and Microsoft MSFT.O — the other six high-flying stocks, along with Tesla, known as the Magnificent Seven.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/39d22823d2cd41b40bd6d60ce5aa4427\" title=\"\" tg-width=\"732\" tg-height=\"319\"/></p><h2 id=\"id_1822351337\">OPTIMISTIC MODELS</h2><p>Bulls discount standard financial metrics for judging Tesla&#39;s potential, arguing Musk is singularly capable of leading a transportation revolution. He has said robotaxis and robots will make Tesla the “most valuable company in the world by far.”</p><p>Brian Mulberry, client-portfolio manager at Tesla investor Zacks Investment Management, said Musk “always pulls off the technology,” despite long-running concerns about his “mad-scientist personality.”</p><p>Most analyst models reviewed by Reuters remain bullish.</p><p>Such models typically justify Tesla&#39;s market value by breaking it into several categories: Its auto business, including services such as EV charging (now 90% of revenue); its energy-generation and storage business (10% of revenue); and three embryonic businesses: robotaxis; licensing or subscriptions for self-driving technology; and Optimus humanoid robots. Three such models in January rated EV sales as a relatively minor factor in Tesla&#39;s expected growth.</p><p>Truist Securities attributed just 9% of Tesla&#39;s value to car sales, 21% to driverless-tech services, 17% to robotaxis and 34% to robots.</p><p>Bank of America’s model attributes about half of Tesla’s value to robotaxis and 28% to self-driving software subscriptions.</p><p><a href=\"https://laohu8.com/S/MSPQL\">Morgan Stanley</a> attributes 21% to robotaxis and 39% to subscriptions for autonomous-tech and other services.</p><p>Tesla investor Ark Investment Management projects the stock will hit $2,600 by 2029, with robotaxis accounting for 88% of the company&#39;s value. Ark forecasts Tesla could produce millions of robotaxis by then, generating about $760 billion in annual revenue. That would be more than Walmart, the world’s largest company by revenue.</p><p>Tasha Keeney, Ark’s director of investment analysis and institutional strategies, said she believes Tesla will achieve such growth by slashing the cost-per-mile of ride-hailing, making human drivers obsolete.</p><p>“It’s cheaper than driving your personal car,” she said. “Maybe people will stop even driving.”</p><h2 id=\"id_2865932807\">TESLA TECH &#39;DOES NOT WORK SAFELY’</h2><p>Trump could potentially clear the path for driverless cars with no steering wheels or pedals because the federal government regulates the safety of vehicle designs. Musk last October unveiled a concept car with such a configuration, the two-door Cybercab, saying it would go into production in 2026.</p><p>But individual states govern autonomous-vehicle travel on public roads, limiting Trump’s influence. Some states, including Texas, have few rules. Tesla’s largest U.S. market, California, requires extensive driverless testing under state oversight before granting robotaxi permits.</p><p>A Trump move to loosen robotaxi regulation could benefit all competitors, not just Tesla. The tiny U.S. robotaxi industry, for now, is dominated by Alphabet’s Waymo, which operates hundreds of driverless taxis in cities including Los Angeles and Phoenix.</p><p>Waymo and most other autonomous-tech developers seek to ensure safety with many overlapping technologies, including artificial intelligence, radar and lidar. Tesla aims to develop much cheaper robotaxis by relying solely on cameras and AI.</p><p>Some investors doubt Tesla has found a unique path to cut-rate robotaxis. Mark Spiegel, an investment manager at Stanphyl Capital Partners, is shorting Tesla’s stock, an investment that pays off if shares fall.</p><p>Tesla’s approach to robotaxis “does not work safely and never will without radar and lidar,” Spiegel said.</p><p>And China&#39;s BYD said last month it would offer — for free, as a standard feature — a driver-assistance technology similar to the Full Self-Driving system that Tesla sells in China for more than $8,000.</p><p>“BYD is telling you there’s no value in self-driving,” said Johnson, the GLJ Research analyst. “In fact, it’s so valueless that we’ll give it away.”</p></body></html>","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 Stock Defied Gravity For Years. Is Elon Musk’s EV Party Over?</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 Stock Defied Gravity For Years. Is Elon Musk’s EV Party Over?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-03-10 21:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>Tesla&#39;s stock keeps falling, losing post-election gains after Musk backed Trump</p></li><li><p>Investors still question whether stock is overpriced as EV business falters</p></li><li><p>Most of Tesla&#39;s sky-high value is based on robotaxis and robots it hasn&#39;t yet produced</p></li></ul><p>Tesla’s stock dropped 7% in morning trading, plunging by nearly half in three months. Even so, investors are still debating whether Elon Musk&#39;s electric-vehicle maker remains overpriced.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6c36acb33eb9c66d5560b515d2d008a5\" tg-width=\"780\" tg-height=\"853\"/></p><p>The company&#39;s market capitalization has dropped 45% since hitting an all-time high of $1.5 trillion on December 17, erasing most of the gains the stock made after CEO Musk helped finance the election victory of U.S. President Donald Trump.</p><p>And yet Tesla TSLA.O continues to fetch a valuation far above those of the world’s biggest automotive and technology firms, judging by standard financial metrics. That’s because most investors and analysts have bought Musk’s pitch that the world’s most-valuable automaker isn’t really a car company at all, but rather an artificial-intelligence pioneer that will soon unleash a revolution in robotaxis and humanoid robots.</p><p>Tesla’s electric-vehicle business accounts for almost all of its revenue but less than a quarter of its stock-market value, according to a Reuters review of more than a dozen analyses by banks and investment firms. The bulk of its worth rests on hopes for autonomous vehicles Tesla hasn&#39;t yet delivered, despite Musk&#39;s promises in every year since 2016 that driverless Teslas would arrive no later than the following year.</p><p>The stock’s decline since December stems from falling vehicle sales and profits; protests of Musk’s political activity, including his mass firings of U.S. government workers as a senior Trump advisor; and investor worries that politics are distracting the world’s richest man from tending to his cash cow. Still, Tesla’s market capitalization remains up about $65 billion since the election – an amount higher than the entire value of General Motors GM.N.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/db479b9a5e6b5543d12e1f5fdccc0d5e\" title=\"\" tg-width=\"747\" tg-height=\"536\"/></p><p>Tesla’s total worth of $845 billion still tops the next nine most-valuable major automakers combined, which collectively sold about 44 million cars last year, compared to Tesla’s 1.8 million.</p><p>Investors have long bet on Musk’s visions of Tesla’s tomorrow rather than its profits today. But the widening gap between its real-world performance and analysts’ earnings estimates for unborn products has prompted some to warn of irrational exuberance.</p><p>“For how much longer can the stock remain divorced from the fundamentals?” JP Morgan analyst Ryan Brinkman wrote in January, after Tesla reported poor earnings and its first-ever annual vehicle-sales decline.</p><p>Tesla and Musk did not respond to requests for comment. In July, Musk said investors who don’t believe Tesla would “solve vehicle autonomy” should “sell their Tesla stock.”</p><h2 id=\"id_150446233\">ROBOTAXI PIVOT</h2><p>Tesla’s previous peak value of more than $1.2 trillion came in 2021, in response to concrete achievements. Soaring sales of its ground-breaking Model 3 and Model Y had proved that EVs could sell profitably in mass volumes. Musk vowed then that Tesla would produce even cheaper EVs and sell 20 million vehicles annually by 2030, nearly double what the world’s largest automaker, Toyota 7203.T, sells now.</p><p>Musk, however, shifted from the mass-volume goal last year. In April, Reuters reported Tesla had killed a long-awaited, all-new $25,000 “Model 2” that investors had counted on to drive growth. Since then, Musk has pitched investors on Tesla’s robotaxi focus.</p><p>The pivot was persuasive: Tesla shares jumped 71% from last year’s low in April through the November election, even as its EV sales stalled and profits fell.</p><p>Then the stock nearly doubled in the weeks after Trump’s election. Musk spent more than $250 million supporting Trump and now serves as his top advisor on slashing government staff and regulations.</p><p>Musk’s political clout has convinced bullish analysts that Trump will clear regulatory roadblocks to deploying a vast fleet of Tesla robotaxis. Tesla, however, already faces little oversight from many U.S. states, which control most autonomous-vehicle regulation. Texas, where Musk promises to launch fare-collecting robotaxis by June, has barred cities from regulating them.</p><p>“There’s absolutely nothing stopping him from releasing this self-driving technology right now,” said Gordon Johnson, chief executive of investment-advisory firm GLJ Research, which recommends shorting Tesla’s stock. The tech isn’t road-ready, Johnson argues: “If he released it tomorrow, the jig would be up. These things would be wrecking across America.”</p><p>Tesla has faced lawsuits and federal investigations into accidents, including fatalities, involving the driver-assistance systems it has marketed as Autopilot and Full Self-Driving. The company warns consumers the systems don’t make its cars autonomous and require drivers to pay strict attention. Musk has long said Tesla’s technology will soon be safer than a human driver.</p><h2 id=\"id_766644974\">FALLING SALES, RISING COMPETITION</h2><p>The automaker’s core EV business is struggling. The only vehicle Tesla has launched since the 2020 Model Y is the Cybertruck. The triangular pickup had sales of 38,965 units last year, Cox Automotive estimates, well below the 250,000 that Musk initially predicted Tesla would produce by 2025. Tesla has also cut prices on the now-aging models 3 and Y amid slowing electric-vehicle demand globally and rising competition, especially in China, where EVs start below $10,000.</p><p>New data also show sharp Tesla-sales declines this year in European markets following Musk’s embrace of far-right political movements there.</p><p>Tesla now faces headwinds from the president Musk helped elect. Trump, a frequent EV critic, has called for scrapping EV subsidies and policies that have added billions of dollars to Tesla’s bottom line. Musk has dismissed the impact on Tesla of losing subsidies, saying rivals would suffer more.</p><p>When Tesla reported a 20% drop in annual operating profit in January, analysts on the earnings call asked no questions about Tesla’s financials or falling EV sales. They focused instead on Musk’s promises of “autonomous ride-hailing” in Austin, Texas, by June and a wider driverless-vehicle launch by year-end. Tesla shares rose 3% the next day.</p><p>Tesla still trades at huge premiums, as measured by forward price-to-earnings ratios. The measure is used by investors to judge whether stocks are fairly valued. A high ratio suggests shares might be overpriced.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e2689603ffbcb0cec4d25e836805541b\" title=\"\" tg-width=\"720\" tg-height=\"431\"/></p><p>Tesla’s forward PE ratio is more than nine times the average of the next 25 most-valuable automakers. It’s quadruple that of BYD 002594.SZ, the Chinese automaker that passed Tesla last year as the world’s top EV seller.</p><p>Unlike Tesla, BYD also has a booming business in gas-electric hybrids, driving total 2024 sales to about 4.2 million units, more than double Tesla’s deliveries. Yet BYD’s market capitalization is less than a sixth of Tesla’s.</p><p>Tesla&#39;s forward PE ratio also is more than double or triple those of tech giants Nvidia NVDA.O, Apple AAPL.O, Meta Platforms META.O, Alphabet GOOGL.O, Amazon.com AMZN.O and Microsoft MSFT.O — the other six high-flying stocks, along with Tesla, known as the Magnificent Seven.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/39d22823d2cd41b40bd6d60ce5aa4427\" title=\"\" tg-width=\"732\" tg-height=\"319\"/></p><h2 id=\"id_1822351337\">OPTIMISTIC MODELS</h2><p>Bulls discount standard financial metrics for judging Tesla&#39;s potential, arguing Musk is singularly capable of leading a transportation revolution. He has said robotaxis and robots will make Tesla the “most valuable company in the world by far.”</p><p>Brian Mulberry, client-portfolio manager at Tesla investor Zacks Investment Management, said Musk “always pulls off the technology,” despite long-running concerns about his “mad-scientist personality.”</p><p>Most analyst models reviewed by Reuters remain bullish.</p><p>Such models typically justify Tesla&#39;s market value by breaking it into several categories: Its auto business, including services such as EV charging (now 90% of revenue); its energy-generation and storage business (10% of revenue); and three embryonic businesses: robotaxis; licensing or subscriptions for self-driving technology; and Optimus humanoid robots. Three such models in January rated EV sales as a relatively minor factor in Tesla&#39;s expected growth.</p><p>Truist Securities attributed just 9% of Tesla&#39;s value to car sales, 21% to driverless-tech services, 17% to robotaxis and 34% to robots.</p><p>Bank of America’s model attributes about half of Tesla’s value to robotaxis and 28% to self-driving software subscriptions.</p><p><a href=\"https://laohu8.com/S/MSPQL\">Morgan Stanley</a> attributes 21% to robotaxis and 39% to subscriptions for autonomous-tech and other services.</p><p>Tesla investor Ark Investment Management projects the stock will hit $2,600 by 2029, with robotaxis accounting for 88% of the company&#39;s value. Ark forecasts Tesla could produce millions of robotaxis by then, generating about $760 billion in annual revenue. That would be more than Walmart, the world’s largest company by revenue.</p><p>Tasha Keeney, Ark’s director of investment analysis and institutional strategies, said she believes Tesla will achieve such growth by slashing the cost-per-mile of ride-hailing, making human drivers obsolete.</p><p>“It’s cheaper than driving your personal car,” she said. “Maybe people will stop even driving.”</p><h2 id=\"id_2865932807\">TESLA TECH &#39;DOES NOT WORK SAFELY’</h2><p>Trump could potentially clear the path for driverless cars with no steering wheels or pedals because the federal government regulates the safety of vehicle designs. Musk last October unveiled a concept car with such a configuration, the two-door Cybercab, saying it would go into production in 2026.</p><p>But individual states govern autonomous-vehicle travel on public roads, limiting Trump’s influence. Some states, including Texas, have few rules. Tesla’s largest U.S. market, California, requires extensive driverless testing under state oversight before granting robotaxi permits.</p><p>A Trump move to loosen robotaxi regulation could benefit all competitors, not just Tesla. The tiny U.S. robotaxi industry, for now, is dominated by Alphabet’s Waymo, which operates hundreds of driverless taxis in cities including Los Angeles and Phoenix.</p><p>Waymo and most other autonomous-tech developers seek to ensure safety with many overlapping technologies, including artificial intelligence, radar and lidar. Tesla aims to develop much cheaper robotaxis by relying solely on cameras and AI.</p><p>Some investors doubt Tesla has found a unique path to cut-rate robotaxis. Mark Spiegel, an investment manager at Stanphyl Capital Partners, is shorting Tesla’s stock, an investment that pays off if shares fall.</p><p>Tesla’s approach to robotaxis “does not work safely and never will without radar and lidar,” Spiegel said.</p><p>And China&#39;s BYD said last month it would offer — for free, as a standard feature — a driver-assistance technology similar to the Full Self-Driving system that Tesla sells in China for more than $8,000.</p><p>“BYD is telling you there’s no value in self-driving,” said Johnson, the GLJ Research analyst. “In fact, it’s so valueless that we’ll give it away.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0757359954.USD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (USD) INC MF","BK4077":"互动媒体与服务","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","TSLA":"特斯拉","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","BK4512":"苹果概念","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU2506952097.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU0545562505.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) INC","LU2506952170.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) INC","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","BK4507":"流媒体概念","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135747795","content_text":"Tesla's stock keeps falling, losing post-election gains after Musk backed TrumpInvestors still question whether stock is overpriced as EV business faltersMost of Tesla's sky-high value is based on robotaxis and robots it hasn't yet producedTesla’s stock dropped 7% in morning trading, plunging by nearly half in three months. Even so, investors are still debating whether Elon Musk's electric-vehicle maker remains overpriced.The company's market capitalization has dropped 45% since hitting an all-time high of $1.5 trillion on December 17, erasing most of the gains the stock made after CEO Musk helped finance the election victory of U.S. President Donald Trump.And yet Tesla TSLA.O continues to fetch a valuation far above those of the world’s biggest automotive and technology firms, judging by standard financial metrics. That’s because most investors and analysts have bought Musk’s pitch that the world’s most-valuable automaker isn’t really a car company at all, but rather an artificial-intelligence pioneer that will soon unleash a revolution in robotaxis and humanoid robots.Tesla’s electric-vehicle business accounts for almost all of its revenue but less than a quarter of its stock-market value, according to a Reuters review of more than a dozen analyses by banks and investment firms. The bulk of its worth rests on hopes for autonomous vehicles Tesla hasn't yet delivered, despite Musk's promises in every year since 2016 that driverless Teslas would arrive no later than the following year.The stock’s decline since December stems from falling vehicle sales and profits; protests of Musk’s political activity, including his mass firings of U.S. government workers as a senior Trump advisor; and investor worries that politics are distracting the world’s richest man from tending to his cash cow. Still, Tesla’s market capitalization remains up about $65 billion since the election – an amount higher than the entire value of General Motors GM.N.Tesla’s total worth of $845 billion still tops the next nine most-valuable major automakers combined, which collectively sold about 44 million cars last year, compared to Tesla’s 1.8 million.Investors have long bet on Musk’s visions of Tesla’s tomorrow rather than its profits today. But the widening gap between its real-world performance and analysts’ earnings estimates for unborn products has prompted some to warn of irrational exuberance.“For how much longer can the stock remain divorced from the fundamentals?” JP Morgan analyst Ryan Brinkman wrote in January, after Tesla reported poor earnings and its first-ever annual vehicle-sales decline.Tesla and Musk did not respond to requests for comment. In July, Musk said investors who don’t believe Tesla would “solve vehicle autonomy” should “sell their Tesla stock.”ROBOTAXI PIVOTTesla’s previous peak value of more than $1.2 trillion came in 2021, in response to concrete achievements. Soaring sales of its ground-breaking Model 3 and Model Y had proved that EVs could sell profitably in mass volumes. Musk vowed then that Tesla would produce even cheaper EVs and sell 20 million vehicles annually by 2030, nearly double what the world’s largest automaker, Toyota 7203.T, sells now.Musk, however, shifted from the mass-volume goal last year. In April, Reuters reported Tesla had killed a long-awaited, all-new $25,000 “Model 2” that investors had counted on to drive growth. Since then, Musk has pitched investors on Tesla’s robotaxi focus.The pivot was persuasive: Tesla shares jumped 71% from last year’s low in April through the November election, even as its EV sales stalled and profits fell.Then the stock nearly doubled in the weeks after Trump’s election. Musk spent more than $250 million supporting Trump and now serves as his top advisor on slashing government staff and regulations.Musk’s political clout has convinced bullish analysts that Trump will clear regulatory roadblocks to deploying a vast fleet of Tesla robotaxis. Tesla, however, already faces little oversight from many U.S. states, which control most autonomous-vehicle regulation. Texas, where Musk promises to launch fare-collecting robotaxis by June, has barred cities from regulating them.“There’s absolutely nothing stopping him from releasing this self-driving technology right now,” said Gordon Johnson, chief executive of investment-advisory firm GLJ Research, which recommends shorting Tesla’s stock. The tech isn’t road-ready, Johnson argues: “If he released it tomorrow, the jig would be up. These things would be wrecking across America.”Tesla has faced lawsuits and federal investigations into accidents, including fatalities, involving the driver-assistance systems it has marketed as Autopilot and Full Self-Driving. The company warns consumers the systems don’t make its cars autonomous and require drivers to pay strict attention. Musk has long said Tesla’s technology will soon be safer than a human driver.FALLING SALES, RISING COMPETITIONThe automaker’s core EV business is struggling. The only vehicle Tesla has launched since the 2020 Model Y is the Cybertruck. The triangular pickup had sales of 38,965 units last year, Cox Automotive estimates, well below the 250,000 that Musk initially predicted Tesla would produce by 2025. Tesla has also cut prices on the now-aging models 3 and Y amid slowing electric-vehicle demand globally and rising competition, especially in China, where EVs start below $10,000.New data also show sharp Tesla-sales declines this year in European markets following Musk’s embrace of far-right political movements there.Tesla now faces headwinds from the president Musk helped elect. Trump, a frequent EV critic, has called for scrapping EV subsidies and policies that have added billions of dollars to Tesla’s bottom line. Musk has dismissed the impact on Tesla of losing subsidies, saying rivals would suffer more.When Tesla reported a 20% drop in annual operating profit in January, analysts on the earnings call asked no questions about Tesla’s financials or falling EV sales. They focused instead on Musk’s promises of “autonomous ride-hailing” in Austin, Texas, by June and a wider driverless-vehicle launch by year-end. Tesla shares rose 3% the next day.Tesla still trades at huge premiums, as measured by forward price-to-earnings ratios. The measure is used by investors to judge whether stocks are fairly valued. A high ratio suggests shares might be overpriced.Tesla’s forward PE ratio is more than nine times the average of the next 25 most-valuable automakers. It’s quadruple that of BYD 002594.SZ, the Chinese automaker that passed Tesla last year as the world’s top EV seller.Unlike Tesla, BYD also has a booming business in gas-electric hybrids, driving total 2024 sales to about 4.2 million units, more than double Tesla’s deliveries. Yet BYD’s market capitalization is less than a sixth of Tesla’s.Tesla's forward PE ratio also is more than double or triple those of tech giants Nvidia NVDA.O, Apple AAPL.O, Meta Platforms META.O, Alphabet GOOGL.O, Amazon.com AMZN.O and Microsoft MSFT.O — the other six high-flying stocks, along with Tesla, known as the Magnificent Seven.OPTIMISTIC MODELSBulls discount standard financial metrics for judging Tesla's potential, arguing Musk is singularly capable of leading a transportation revolution. He has said robotaxis and robots will make Tesla the “most valuable company in the world by far.”Brian Mulberry, client-portfolio manager at Tesla investor Zacks Investment Management, said Musk “always pulls off the technology,” despite long-running concerns about his “mad-scientist personality.”Most analyst models reviewed by Reuters remain bullish.Such models typically justify Tesla's market value by breaking it into several categories: Its auto business, including services such as EV charging (now 90% of revenue); its energy-generation and storage business (10% of revenue); and three embryonic businesses: robotaxis; licensing or subscriptions for self-driving technology; and Optimus humanoid robots. Three such models in January rated EV sales as a relatively minor factor in Tesla's expected growth.Truist Securities attributed just 9% of Tesla's value to car sales, 21% to driverless-tech services, 17% to robotaxis and 34% to robots.Bank of America’s model attributes about half of Tesla’s value to robotaxis and 28% to self-driving software subscriptions.Morgan Stanley attributes 21% to robotaxis and 39% to subscriptions for autonomous-tech and other services.Tesla investor Ark Investment Management projects the stock will hit $2,600 by 2029, with robotaxis accounting for 88% of the company's value. Ark forecasts Tesla could produce millions of robotaxis by then, generating about $760 billion in annual revenue. That would be more than Walmart, the world’s largest company by revenue.Tasha Keeney, Ark’s director of investment analysis and institutional strategies, said she believes Tesla will achieve such growth by slashing the cost-per-mile of ride-hailing, making human drivers obsolete.“It’s cheaper than driving your personal car,” she said. “Maybe people will stop even driving.”TESLA TECH 'DOES NOT WORK SAFELY’Trump could potentially clear the path for driverless cars with no steering wheels or pedals because the federal government regulates the safety of vehicle designs. Musk last October unveiled a concept car with such a configuration, the two-door Cybercab, saying it would go into production in 2026.But individual states govern autonomous-vehicle travel on public roads, limiting Trump’s influence. Some states, including Texas, have few rules. Tesla’s largest U.S. market, California, requires extensive driverless testing under state oversight before granting robotaxi permits.A Trump move to loosen robotaxi regulation could benefit all competitors, not just Tesla. The tiny U.S. robotaxi industry, for now, is dominated by Alphabet’s Waymo, which operates hundreds of driverless taxis in cities including Los Angeles and Phoenix.Waymo and most other autonomous-tech developers seek to ensure safety with many overlapping technologies, including artificial intelligence, radar and lidar. Tesla aims to develop much cheaper robotaxis by relying solely on cameras and AI.Some investors doubt Tesla has found a unique path to cut-rate robotaxis. Mark Spiegel, an investment manager at Stanphyl Capital Partners, is shorting Tesla’s stock, an investment that pays off if shares fall.Tesla’s approach to robotaxis “does not work safely and never will without radar and lidar,” Spiegel said.And China's BYD said last month it would offer — for free, as a standard feature — a driver-assistance technology similar to the Full Self-Driving system that Tesla sells in China for more than $8,000.“BYD is telling you there’s no value in self-driving,” said Johnson, the GLJ Research analyst. “In fact, it’s so valueless that we’ll give it away.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":412026956181960,"gmtCreate":1741612830438,"gmtModify":1741612834330,"author":{"id":"3587020790873268","authorId":"3587020790873268","name":"meurasian77","avatar":"https://static.tigerbbs.com/029ef04cb8ec6291c3e5d53eb5cfac4b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3587020790873268","idStr":"3587020790873268"},"themes":[],"htmlText":"‌<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ &nbsp;</a>‌","listText":"‌<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ &nbsp;</a>‌","text":"‌$Tesla Motors(TSLA)$ 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‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/408220956529280","isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4108827082235600","authorId":"4108827082235600","name":"Ddh6","avatar":"https://community-static.tradeup.com/news/615f411ca44c226f664f1b7cd98fc13c","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"4108827082235600","idStr":"4108827082235600"},"content":"[Spurting] [Spurting] [Spurting] [Spurting]","text":"[Spurting] [Spurting] [Spurting] [Spurting]","html":"[Spurting] [Spurting] [Spurting] [Spurting]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":407115749196016,"gmtCreate":1740411639661,"gmtModify":1740411643005,"author":{"id":"3587020790873268","authorId":"3587020790873268","name":"meurasian77","avatar":"https://static.tigerbbs.com/029ef04cb8ec6291c3e5d53eb5cfac4b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3587020790873268","idStr":"3587020790873268"},"themes":[],"htmlText":"‌<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$ &nbsp;</a>‌","listText":"‌<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$ &nbsp;</a>‌","text":"‌$Alibaba(BABA)$ ‌","images":[{"img":"https://community-static.tradeup.com/news/ffd0d268b0c70d84349ebc4111e243d9","width":"200","height":"200"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/407115749196016","isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":405588371300424,"gmtCreate":1740048210464,"gmtModify":1740048213124,"author":{"id":"3587020790873268","authorId":"3587020790873268","name":"meurasian77","avatar":"https://static.tigerbbs.com/029ef04cb8ec6291c3e5d53eb5cfac4b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3587020790873268","idStr":"3587020790873268"},"themes":[],"htmlText":"‌<a href=\"\">[财迷]&nbsp;</a>‌","listText":"‌<a href=\"\">[财迷]&nbsp;</a>‌","text":"‌[财迷] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/405588371300424","repostId":"2512520417","repostType":2,"repost":{"id":"2512520417","kind":"live","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1740054213,"share":"https://ttm.financial/m/news/2512520417?lang=&edition=full_marsco","pubTime":"2025-02-20 20:23","market":"hk","language":"en","title":"Alibaba Beats Revenue Estimates for Third Quarter","url":"https://stock-news.laohu8.com/highlight/detail?id=2512520417","media":"Reuters","summary":"Live: Alibaba FY2025Q3 Earnings Conference CallFeb 20 (Reuters) - China's Alibaba Group Holding on W","content":"<html><head></head><body><p><strong>Live: <a href=\"https://ttm.financial/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221823962309460011%22,%22type%22:1%7D\" title=\"Alibaba FY2025Q3 Earnings Conference Call\" target=\"_blank\">Alibaba FY2025Q3 Earnings Conference Call</a></strong></p><p>Feb 20 (Reuters) - China&#39;s Alibaba Group Holding on Wednesday topped Wall Street expectations for third-quarter revenue, on strong year-end shopping sales and the success of its strategy to attract cost-conscious consumers.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/db8a83c0176b24c5d5740d556175901c\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>U.S.-listed shares of the company were up 10% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a110a7ec2264eb0f85cb6762056ff9ba\" title=\"\" tg-width=\"852\" tg-height=\"621\"/></p><p>Chinese retailers such as Alibaba have slashed prices and intensified promotional offers to stoke consumer spending and drive sales at its core domestic e-commerce business.</p><p>Healthy demand from international markets and increased spending by customers during the year-end has helped the company boost its sales and achieve stronger financial performance.</p><p>Last year&#39;s annual Singles&#39; Day sales event, a nationwide shopping festival often viewed as a barometer of consumer sentiment, ran longer than previous editions and led to a 26.6% rise in sales in major e-commerce platforms, according to data provider Syntun.</p><p>The company reported revenue of 280.15 billion yuan ($38.58 billion) for the three months ended Dec. 31, compared with the 279.34 billion yuan expected by 17 analysts polled by LSEG.</p><p>($1 = 7.2613 Chinese yuan renminbi)</p></body></html>","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>Alibaba Beats Revenue Estimates for Third Quarter</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{ 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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\">\nAlibaba Beats Revenue Estimates for Third Quarter\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-02-20 20:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>Live: <a href=\"https://ttm.financial/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221823962309460011%22,%22type%22:1%7D\" title=\"Alibaba FY2025Q3 Earnings Conference Call\" target=\"_blank\">Alibaba FY2025Q3 Earnings Conference Call</a></strong></p><p>Feb 20 (Reuters) - China&#39;s Alibaba Group Holding on Wednesday topped Wall Street expectations for third-quarter revenue, on strong year-end shopping sales and the success of its strategy to attract cost-conscious consumers.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/db8a83c0176b24c5d5740d556175901c\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>U.S.-listed shares of the company were up 10% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a110a7ec2264eb0f85cb6762056ff9ba\" title=\"\" tg-width=\"852\" tg-height=\"621\"/></p><p>Chinese retailers such as Alibaba have slashed prices and intensified promotional offers to stoke consumer spending and drive sales at its core domestic e-commerce business.</p><p>Healthy demand from international markets and increased spending by customers during the year-end has helped the company boost its sales and achieve stronger financial performance.</p><p>Last year&#39;s annual Singles&#39; Day sales event, a nationwide shopping festival often viewed as a barometer of consumer sentiment, ran longer than previous editions and led to a 26.6% rise in sales in major e-commerce platforms, according to data provider Syntun.</p><p>The company reported revenue of 280.15 billion yuan ($38.58 billion) for the three months ended Dec. 31, compared with the 279.34 billion yuan expected by 17 analysts polled by LSEG.</p><p>($1 = 7.2613 Chinese yuan renminbi)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1591":"就地过年概念","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","09988":"阿里巴巴-W","BK1142":"互联网与直销零售","SG9999002828.SGD":"Eastspring Investments Unit Trusts - Dragon Peacock A SGD","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU0543330566.HKD":"TEMPLETON BRIC \"A\" (HKD) ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","SG9999002463.SGD":"LionGlobal China Growth SGD","LU0048597586.USD":"富达亚洲焦点A","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","LU0132412106.USD":"abrdn SICAV I - 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ACC"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250220:nPLXC3061A:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2512520417","content_text":"Live: Alibaba FY2025Q3 Earnings Conference CallFeb 20 (Reuters) - China's Alibaba Group Holding on Wednesday topped Wall Street expectations for third-quarter revenue, on strong year-end shopping sales and the success of its strategy to attract cost-conscious consumers.U.S.-listed shares of the company were up 10% in premarket trading.Chinese retailers such as Alibaba have slashed prices and intensified promotional offers to stoke consumer spending and drive sales at its core domestic e-commerce business.Healthy demand from international markets and increased spending by customers during the year-end has helped the company boost its sales and achieve stronger financial performance.Last year's annual Singles' Day sales event, a nationwide shopping festival often viewed as a barometer of consumer sentiment, ran longer than previous editions and led to a 26.6% rise in sales in major e-commerce platforms, according to data provider Syntun.The company reported revenue of 280.15 billion yuan ($38.58 billion) for the three months ended Dec. 31, compared with the 279.34 billion yuan expected by 17 analysts polled by LSEG.($1 = 7.2613 Chinese yuan renminbi)","news_type":1},"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}