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Elon Musk asks Tesla investors to approve $1T pay package, rising oil prices pressure bonds
Youtube· 2025-10-23 22:59
Welcome to Young Financ's flagship show, The Morning Brief. I'm Julie Hyman. Let's get to the three things you need to know today.First up, US stock futures are searching for direction, but under the surface, it's earnings driving the action. One of the key names we're watching is, of course, Tesla. The EV maker set to open lower as third quarter results came in mixed.The company posted better than expected revenue. Profit came in short. And CEO Elon Musk using the end of the earnings call to push sharehold ...
China tightens rare earth exports: Here's the impact on Tesla
Youtube· 2025-10-10 19:37
中国稀土出口政策影响 - 中国正在收紧关键稀土矿物的出口规则 这些规则非常严格 被形容为经济层面的核战争 可能是一种谈判策略 [1][5][6] - 稀土磁铁应用于iPhone、工业应用、国防应用等多个领域 对公司未来增长至关重要的机器人也使用含有永磁体的执行器 [2][3] - 美国需要建立从矿石到磁铁的独立供应链 政府已对MP Materials公司采取行动 预计未来会有更多公司参与 [7] 特斯拉当前业务与战略 - 公司当前车辆依赖稀土 但计划在未来车型如Cyber Cab中减少使用 电动汽车补贴取消对公司影响可能更大 [1][2] - 为抵消电动汽车税收抵免取消的影响 公司推出了简化版Model 3和Y 从而降低了价格 [10] - 公司增长驱动力多元 包括新车型、机器人出租车雄心以及能源业务 [9][10] 特斯拉未来产品规划 - 公司可能最终推出价格极高但外观极具吸引力的新Roadster 并有关于安装火箭推进器的传闻 [10][12] - 公司可能推出Cyber Truck的变体车型 以及用于机器人出租车的Cyber Cab 预计明年将执行这些计划 [11] - 新Roadster等车型可能销量不高 但有助于提升品牌形象 类似过去Model S和Model X的作用 [13]
Tesla is a 'hopes and dreams' stock. It competes well against Chinese EVs on its brand: Analyst
Youtube· 2025-10-08 17:05
It's about $5,000 lower price, but uh it's about $2,000 more expensive versus last week, right. If we uh if we count the fact that there's a fairly substantial $7,500 credit that many buyers are not eligible for. So, it's going to be a lot like your dad's old car um where you do have to stick your hand out the window if you are going for this base model.Um but what what it really does show us is that Tesla's doing whatever it can um to address the lower end of their market, right. The buyers that are more p ...