Tesla has spent more than a year teasing that “more affordable models” of its vehicles were on the way, and on Tuesday, the company finally revealed them. The company is now selling a more bare-bones version of the Model 3 sedan and the Model Y SUV, which start at $36,990 and $39,990, respectivelyThe new versions, each dubbed “Standard,” get an estimated 321 miles of range on a full battery, and come with fewer features than the more premium rear-wheel or all-wheel drive variants. The release of the cheap ...

公司业绩与运营 - 第三季度交付创纪录的4,078辆汽车，可能受益于Gravity SUV产量增加和联邦电动汽车税收抵免到期前的客户抢购 [1] - 交付量已连续七个季度实现增长，但公司实际表现仍远低于2021年上市时的预期，该上市交易为公司净筹得40亿美元 [2] - 公司将于11月5日公布该季度完整财务业绩，目前尚不清楚Gravity SUV与首款车型Air轿车的具体交付比例 [4] - 公司近期为沙特市场生产了超过1,000辆汽车，并在当地设有组装厂，计划建设一个全面投产的工厂 [6] 市场与销售策略 - 公司自2021年上市以来一直难以激发市场对其豪华电动汽车的兴趣，前首席执行官曾承认需要加强营销 [5] - 公司今年签约演员Timothée Chalamet作为其首位“全球大使”以提升品牌知名度 [5] - 公司部分季度的业绩受益于租赁销售和公司长期租赁 [5] - 公司正日益将沙特阿拉伯（通过其主权财富基金持有上市公司约60%股份）作为重要市场 [6] - 公司已锁定来自Uber的未来需求，Uber计划在未来六年内购买至少20,000辆Gravity SUV作为其网络中的机器人出租车 [9] 行业动态 - 第三季度电动汽车销售普遍增长，特斯拉录得公司历史上最好的季度业绩，福特和通用汽车等传统汽车制造商也实现大幅增长 [3] - 即使是预计2024年或2023年总电动汽车交付量将更差的Rivian，在第三季度也出现了增长 [3] - 与Rivian类似，只有租赁Lucid Motors车辆的客户才有资格获得联邦电动汽车税收抵免，因此抵免到期的影响难以量化 [4]

In Brief Microsoft is buying 100 megawatts of solar capacity from Japanese developer Shizen Energy, the latest in a string of renewable energy deals designed to power the tech company’s growing compute needs. The agreement, which the companies announced late last week, covers four different solar developments; one is already operating and three are under construction. The deal covers output from the plants for 20 years. Seattle-based Microsoft already operates two data centers in Japan. Microsoft’s compute ...

The U.S. holiday shopping season is expected to bring in $253.4 billion in online sales this year, up 5.3% year-over-year, according to a new report from Adobe’s e-commerce connected division, Adobe Analytics. Adobe Analytics develops its predictions by analyzing over 1 trillion visits to U.S. retail sites, encompassing 100 million SKUs across 18 product categories. Its analytics software is used by a majority of the U.S.’s top 100 online retailers, giving it deep insights into online shopping and consumer ...

AMD has signed a multi-year chip supply deal with OpenAI that could generate tens of billions in revenue for the chipmaker, helping accelerate its momentum in the AI industry. AMD has agreed to supply 6 gigawatts of compute capacity to OpenAI — enough to power up to 4.5 million homes — across multiple generations of its Instinct GPUs, starting with the Instinct MI450 GPU. OpenAI will receive the first gigawatt of capacity in the second half of 2026, when the new chip is scheduled for deployment.  AMD claim ...

交易概述 - Firefly Aerospace同意以约8.55亿美元现金加股票收购防御分析公司SciTec [1] - 交易对价包括约3亿美元现金以及价值5.55亿美元的Firefly新发行股票 [1] - 交易预计于2025年底前完成 [1] 收购方Firefly背景 - 此次收购发生在Firefly完成IPO近两个月后 其IPO估值近100亿美元 [3] - 交易是公司从发射和航天器制造商转型为垂直整合国防承包商战略的一部分 [3] 被收购方SciTec业务 - SciTec总部位于普林斯顿 向国防和情报客户销售导弹预警跟踪系统、空间域感知工具和分析软件 [2] - 公司近期获得美国太空军一份价值2.59亿美元的合同 用于开发导弹探测卫星的地面系统 [2] - 截至6月底 SciTec报告的年收入为1.64亿美元 [2] 战略协同与行业前景 - 收购有助于Firefly成为国家安全市场的重要参与者 [1] - 整合SciTec将带来优势 特别是五角大楼正为导弹跟踪和预警系统寻求更多商业合作伙伴 包括其"Golden Dome"导弹防御计划 [3] 交易后整合安排 - 交易完成后 SciTec将作为Firefly的子公司运营 [4] - SciTec将继续由现任首席执行官Jim Lisowski领导 [4]

法案核心内容 - 加州州长签署法案 赋予网约车司机作为独立承包商组建工会的权利 [1] - 法案是立法者、工会及网约车公司之间达成的一项更广泛协议的一部分 [2] - 该协议被描述为一项历史性协议 仅在加州得以实现 [2] 行业影响与公司立场 - 超过80万名司机将获得加入工会并通过集体谈判争取更好薪酬和福利的权利 [2] - 法案代表一种妥协 在降低乘客成本的同时为司机创造了更强有力的发声渠道 [2] - 马萨诸塞州选民已于去年秋季通过一项赋予网约车司机工会权利的投票措施 [2] 相关配套措施 - 协议同时推动了支持降低Uber和Lyft保险要求的单独法案的通过 [2]

Tesla has been hit with an enforcement action by California’s Department of Insurance (CDI) for routinely denying or delaying customer claims despite years of warnings from the state regulator, according to a new pair of filings.Tesla’s insurance arm, along with its partner State National Insurance Company, engaged in “willful unfair claims settlement practices” including “egregious delays in responding to policyholder claims in all steps” of the process and “unreasonable denials,” CDI wrote. This has alleg ...

A notorious predominantly English-speaking hacking group has launched a website to extort its victims, threatening to release about a billion records stolen from companies who store their customers’ data in cloud databases hosted by Salesforce.The loosely organized group, which has been known as Lapsus$, Scattered Spider and ShinyHunters, have published a dedicated data leak site on the dark web, called Scattered LAPSUS$ Hunters.  The website, first spotted by threat intelligence researchers on Friday and ...

Amazon will restart its drone delivery service in Arizona beginning Friday as two federal agencies continue to investigate a crash that occurred earlier this week. Amazon suspended operations in the West Valley of the Phoenix Metro area — currently its only commercial market — following a crash Wednesday. Two of the company’s Prime Air delivery drones collided with the boom of a crane near its same-day site in Tolleson, Arizona, which sent them crashing to the ground. Amazon has been delivering packages, ...