$Apple(AAPL.US$ On November 11, the three major US stock indices opened slightly higher. The NASDAQ rose 0.10%, the Dow rose 0.21%, and the S&P 500 index rose 0.23%.
The Nasdaq China Golden Dragon Index rose 3%, and popular Chinese securities generally rose. Shell rose more than 16%, JD rose more than 7%, Xiaopeng Motor rose more than 6%, and Bilibili rose more than 5%;
Tesla fell 3.8%, large-scale cancellation of solar energy projects, and reduction of department personnel;
Coinbase fell more than 6% after FTX initiated a bankruptcy process.
The Nasdaq China Golden Dragon Index rose 3%, and popular Chinese securities generally rose. Shell rose more than 16%, JD rose more than 7%, Xiaopeng Motor rose more than 6%, and Bilibili rose more than 5%;
Tesla fell 3.8%, large-scale cancellation of solar energy projects, and reduction of department personnel;
Coinbase fell more than 6% after FTX initiated a bankruptcy process.
Translated
$Tesla(TSLA.US$ 中信证券研报认为,复盘新能源汽车历史补贴政策,我们预计明年补贴退坡带来的影响有限,未来行业电动化、智能化景气向上趋势不变。
整车端,我们重点看好25万以上高价格段的电动车市场扩容和智能化的快速演进,以及混动车型在明年需求的爆发。
产业链上,2023年是企业新增产能集中开始释放的一年,行业可能面临竞争加剧。建议重点关注新技术、低成本工艺、海外产能释放给相关公司带来的竞争优势与业绩弹性,同时建议关注快充、储能、人形机器人等新应用场景会带来的投资机会。
整车端,我们重点看好25万以上高价格段的电动车市场扩容和智能化的快速演进,以及混动车型在明年需求的爆发。
产业链上,2023年是企业新增产能集中开始释放的一年,行业可能面临竞争加剧。建议重点关注新技术、低成本工艺、海外产能释放给相关公司带来的竞争优势与业绩弹性,同时建议关注快充、储能、人形机器人等新应用场景会带来的投资机会。
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$Tesla(TSLA.US$ My first half-life investment career, my clerical job, stable income, not busy, I can often watch stocks fall during office hours, learn investment skills, study common reference indicators, accumulate experience, and over time, my investment career has become my second career in the first half of my life.
My investment career in the second half of my life, boring and boring after retirement, has become my habit to look at stocks. Taking into account the investment experience accumulated in my first half, investment gains have become my main income in the second half of my life.
My investment career in the second half of my life, boring and boring after retirement, has become my habit to look at stocks. Taking into account the investment experience accumulated in my first half, investment gains have become my main income in the second half of my life.
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