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Tesla rival Polestar has shut down its two R&D sites in the UK and laid off 130 staff, Business Insider has learned. Staff at the Swedish EV maker were notified earlier this month that its R&D efforts would shift from Nuneaton and Coventry in England to its headquarters in Sweden, three sources told Business Insider. The redundancy process is expected to finish by the end of the year, they added.A Polestar spokesperson confirmed the layoffs to Business Insider. In an emailed statement, the spokesperson sa ...

The massive rally in gold hit its first significant pullback in months last week, dipping under $4,000 per troy ounce after touching as high as $4,350.Other precious metals, like silver, platinum, and palladium, hinted that a pullback in gold may be on the way after they topped out on October 16th. But despite the recent stall, the rally in precious metals still has fundamental and technical catalysts behind it.Geopolitical tensions always send investors to safe-haven assets like gold, and there appears to ...

MARKHAM, Ontario--(BUSINESS WIRE)--From Vietnam's swift surge to Canada's measured shift, VinFast's VF 8 stands as the link between two paths to electrification, embodying both the drive of a bold newcomer and the steadiness of a market learning to trust the electric road ahead. Electric vehicles are having a mixed year around the world. In some markets, interest has slowed. In Vietnam, the opposite is true. The country's homegrown automaker, VinFast, has delivered more than 100,000 vehicles in. ...

Ford shares have been on fire since last week's earnings release as the company continues its record-setting pace in 2025. Shares are up nearly 7% over the past five sessions, thanks to the top- and bottom-line beats, but it wasn't all good news in the third quarter at the Blue Oval. Ford total U.S. sales by year: 2024: 2.08 million vehicles sold, +4.2% 2023: 1.99 million vehicles sold, +7.1% 2022: 1.77 million vehicles sold, -2.2% 2021: 1.9 million vehicles sold, -6.8% Ford Model e, the company's ...

By Nora Eckert, Abhirup Roy and David Shepardson DETROIT (Reuters) -One month after a $7,500 federal U.S. tax credit for electric vehicles and plug-in hybrids was scrapped, automakers are rethinking their product pipelines and focusing on cheaper models to keep car buyers interested, company executives said on Wednesday at a Reuters conference in Detroit. Volkswagen's U.S. chief said the company is pivoting to hybrids, which run on both gasoline and batteries, as it waits to see the natural level of cons ...

Key Points Several challenges that UPS is dealing with today shouldn't be major issues by the end of the decade. The demand for package delivery isn't going away, nor is the company's impressive scale of operations. UPS faces some potential threats over the next five years. 10 stocks we like better than United Parcel Service › United Parcel Service (NYSE: UPS) has experienced its fair share of bad news in recent years. The package-delivery giant needed something positive to happen and got it this ...

特斯拉欧洲市场销售表现 - 9月欧洲市场销量为39,837辆 同比下降10.5% [2] - 年初至今累计销量为173,694辆 较去年同期的242,976辆下降近29% [2] - 在意大利市场9月销量跌幅超过25% 售出超过1,450辆 [3] 比亚迪欧洲市场销售表现 - 9月欧洲市场销量为24,963辆 同比激增398% [4] - 年初至今累计销量为120,859辆 较去年同期的30,254辆增长近300% [4] - 英国市场成为该公司在欧洲的最大海外市场 [5] 市场份额与行业动态 - 特斯拉在欧洲市场份额为3.2% 比亚迪为2.0% [4] - 特斯拉德国超级工厂计划提高产量 公司第三季度全球交付超过49.7万辆汽车 [3] - 比亚迪预计2025年海外交付量将达到80万至100万辆 约占其总交付量的20% [5] 其他相关因素 - 一项研究指出 公司首席执行官的政治活动与观点可能导致2022年10月至2025年4月期间在美国市场损失超过100万辆销量 [6]

公司动态：通用汽车发动机问题调查 - 美国国家公路交通安全管理局宣布对通用汽车数千辆卡车和SUV可能存在的发动机故障问题展开调查 [1] - 调查涉及超过286,051辆汽车，问题源于发动机轴承故障，与发动机曲轴和连杆的制造缺陷有关 [2] - 受影响的发动机为6.2升L87 V-8发动机，搭载于2019-2024年款的多款车型，包括雪佛兰Silverado 1500、GMC Sierra 1500、雪佛兰Suburban和Tahoe、GMC Yukon以及凯迪拉克Escalade等 [3] 公司战略：电动汽车发展 - 公司首席执行官玛丽·博拉在第三季度财报电话会议上称电动汽车是公司的“北极星” [4] - 公司承认随着联邦电动汽车补贴结束，美国市场对电动汽车的需求出现“显著回落” [4] - 公司因电动汽车业务计提了16亿美元的费用，其中超过12亿美元与产能调整有关，4亿美元与合同取消有关 [5] 行业环境：中国市场与成本压力 - 公司首席执行官指出中国电动汽车市场面临产能过剩问题，并正在进行激烈的价格战 [4] - 竞争对手福特汽车公司首席执行官表示，公司吸收了高达20亿美元的额外关税成本，这些关税侵蚀了福特全球利润的20%以上 [6]

文章核心观点 - 文章对比分析了Navitas Semiconductor (NVTS) 和 ON Semiconductor (ON) 两家在功率半导体领域扮演关键角色的公司 重点评估其投资前景 [1][2] - 尽管两家公司均受益于人工智能数据中心等增长趋势 但ON Semiconductor凭借其在中国的强劲表现 更合理的估值以及多元化的市场布局 在当前阶段展现出比Navitas更有利的投资前景 [9][19][22][23] Navitas Semiconductor (NVTS) 业务与前景 - 公司专注于用于新一代AI数据中心和能源系统的氮化镓和碳化硅芯片 [1] - AI的功率需求预计将从2023年的7吉瓦增长至2030年的70吉瓦以上 为公司带来重大机遇 [3] - 公司与英伟达合作 支持其建设800伏AI数据中心的计划 预计这将形成一个到2030年价值26亿美元的年度市场 [4] - 公司正面临中国业务的短期挑战 包括关税风险 电动汽车和工业市场需求疲软 以及主动减少低利润移动业务 预计将导致第三季度收入下降 [5] - 管理层预计在新增的AI和基础设施项目抵消当前疲软之前 将经历几个季度的业绩放缓 [5] - 市场对NVTS 2025财年全年收入的共识预期为4897万美元 预示同比下滑41.2% [6][7] ON Semiconductor (ON) 业务与前景 - 公司专注于汽车 工业和AI数据中心市场 提供碳化硅和功率解决方案 [1][10] - 2025年第二季度 ON的AI数据中心业务收入同比近乎翻倍 [11] - 中国是公司的亮点 第二季度收入环比增长23% 主要由碳化硅在新电动汽车车型中的采用所驱动 例如小米YU7 SUV [12] - 公司正在调整产品组合 逐步淘汰旧有传统产品 并将图像传感器业务重新定位于高级驾驶辅助系统和机器视觉等高价值应用 [13] - 市场对ON 2025财年全年收入的共识预期为59.6亿美元 预示同比下滑15.9% [14][15] 市场表现与估值对比 - 年初至今 Navitas Semiconductor股价飙升294.2% 而ON Semiconductor股价下跌19.5% [16] - Navitas的远期市销率为55.47倍 远高于ON的3.31倍 显示ON的估值更具吸引力 [9][19] - NVTS的高估值反映了市场对AI芯片需求的兴奋 但也使其估值显得过高 尤其考虑到其在中国市场面临的需求环境挑战 [19]