Hyundai and Amazon's partnership is a strategic evolution of the traditional car-buying experience aimed at boosting customer convenience and pivoting to growing e-commerce tendencies. This shift to e-commerce is expected to drive sales and increase dealer customer awareness efficiency.
The transformation in the auto industry's traditional sales tactics, driven by top EV makers such as Tesla, Lucid and Rivian, is highlighted by the Amazon-Hyundai partnership, which offers a novel, customer-focused and handy car buying option.
1. Nvidia$英偉達(NVDA.US)$shares surged 6.6% after hours, as the chip giant estimated sales will jump 170% this quarter to $16 billion, driven by demand for AI chips. Analysts estimated sales of $12.5 billion for Q3. 2. Nvidia$英偉達(NVDA.US)$just became the first-ever semiconductor company to rack up a $1 trillion market valuation after its shares surged ~229% this year. 3. In Q2 Nvidia's revenue surged 101% YoY to $13.51 b...
$蘋果(AAPL.US)$’s long-awaited car is still in the works, but it won’t launch until 2026. Bloomberg reports the car, which has reportedly been in the works since at least 2018, will have a starting price below US$100k when it debuts, and won’t feature self-driving technology. The fact it won’t be self-driving represents a significant departure from previous plans; previously it was reported Apple wanted a car without pedals or a steering ...
Obviously all of the EV companies are in competition with each other, but when it comes down to it, the people of Earth do not need it to be a race. We need it to become a team effort by multiple different vehicle manufacturers. Bloomberg estimated that by 2040, EV sales globally will reach 66 million PER YEAR.$特斯拉(TSLA.US)$‘s 1.9 million cars delivered last year equates to only 2.6% of that projection. We are still in the infant stages for global EV production. Let’...
No service network. No charging network. A single $170,000 product with zero track record.$特斯拉(TSLA.US)$was struggling to survive when the $80,000 Model S was their only offering because it was so expensive that only a small % of buyers could consider it. Musk was sleeping on the factory floor as the Model 3 was entering into production and the company barely survived the launch of the $35,000 car (now $40,000+). The Lucid product is more than double that price. Will$Lucid Group(LCID.US)$survive in a much more crowded market segment with competition like Porsche, Audi, Volvo along with Tesla on the high end and$福特汽車(F.US)$, Kia,$HYUNDAI MOTOR CO GDR EACH REP 1/2 PFD N/VTG(REG'S')(CIT)(HYMTF.US)$and$通用汽車(GM.US)$on the lower end of the market? Maybe, I suppose anything is possible.
$蘋果(AAPL.US)$Apple may never build a car, autonomous or not. To begin any autonomous car, you must have a car first. The distance between$特斯拉(TSLA.US)$and Tesla-want-to-be is the manufacturing and engineering capability which Apple has none. As we all know,$HYUNDAI MOTOR CO GDR EACH REP 1/2 PFD N/VTG(REG'S')(CIT)(HYMTF.US)$,$BYD Co.(BYDDF.US)$and CATI have openly told Apple no, no, no. I don't know how many no was told under the table. Clearly car is not cellphone which can be manufactured by almost any OEM vendor in East Asia, Taiwan, China, Japan, Korean, Malaysian, Vietnamese, and a growing list of countries. EV and its key components are not widely available in OEM market.$TOYOTA MOTOR CORP(TOYOF.US)$,$通用汽車(GM.US)$,$福特汽車(F.US)$, and$大眾汽車(ADR)(VWAGY.US)$are work-in-process.$Rivian Automotive(RIVN.US)$and$Lucid Group(LCID.US)$are far away from basic economy of scale. Until EV manufacturing capability is widely available for cheap OEM vendors, Apple will be kept out of this business.
William Paul :
不確定蘋果在蘋果 Carplay 的底線上看到了多少 $$,但它已成為租車的黃金標準。這個概念可以更進一步,而不必花費數十億美元購買可能會或可能不起作用的單一汽車品牌。如果蘋果能夠以 Apple Carplay 等通用方式將更多「蘋果類型」功能融入汽車中,他們就可以從內而外征服汽車業務。
HYUNDAI MOTOR CO GDR EACH REP 1/2 PFD N/VTG(REG'S')(CIT)股票討論區
Hot chips anyone? 12 things you need to know about chip giant Nvidia
2. Nvidia $英偉達(NVDA.US)$ just became the first-ever semiconductor company to rack up a $1 trillion market valuation after its shares surged ~229% this year.
3. In Q2 Nvidia's revenue surged 101% YoY to $13.51 b...
$寧德時代(300750.SZ)$$HYUNDAI MOTOR CO GDR EACH REP 1/2 PFD N/VTG(REG'S')(CIT)(HYMTF.US)$
Apple car delayed until 2026, won't be fully autonomous
Bloomberg reports the car, which has reportedly been in the works since at least 2018, will have a starting price below US$100k when it debuts, and won’t feature self-driving technology.
The fact it won’t be self-driving represents a significant departure from previous plans; previously it was reported Apple wanted a car without pedals or a steering ...
EV Race? Or team effort?
we can call this a bullish headline.
Will $Lucid Group(LCID.US)$ survive in a much more crowded market segment with competition like Porsche, Audi, Volvo along with Tesla on the high end and $福特汽車(F.US)$ , Kia, $HYUNDAI MOTOR CO GDR EACH REP 1/2 PFD N/VTG(REG'S')(CIT)(HYMTF.US)$ and $通用汽車(GM.US)$ on the lower end of the market? Maybe, I suppose anything is possible.
To begin any autonomous car, you must have a car first. The distance between$特斯拉(TSLA.US)$and Tesla-want-to-be is the manufacturing and engineering capability which Apple has none. As we all know,$HYUNDAI MOTOR CO GDR EACH REP 1/2 PFD N/VTG(REG'S')(CIT)(HYMTF.US)$,$BYD Co.(BYDDF.US)$and CATI have openly told Apple no, no, no. I don't know how many no was told under the table.
Clearly car is not cellphone which can be manufactured by almost any OEM vendor in East Asia, Taiwan, China, Japan, Korean, Malaysian, Vietnamese, and a growing list of countries. EV and its key components are not widely available in OEM market.$TOYOTA MOTOR CORP(TOYOF.US)$,$通用汽車(GM.US)$,$福特汽車(F.US)$, and$大眾汽車(ADR)(VWAGY.US)$are work-in-process.$Rivian Automotive(RIVN.US)$and$Lucid Group(LCID.US)$are far away from basic economy of scale. Until EV manufacturing capability is widely available for cheap OEM vendors, Apple will be kept out of this business.
Apple might build an autonomous car. Who gets the call to be a partner?
The general consensus on the initiative is that Apple will seek out a manufacturing partner. But who? Wedbush Securities thinks Apple is very likely to announce a strategic partnership next year that lays out the groundwork needed to enter the autonomous vehicle space. In his update, analyst Dan Ives mentions H$HYUNDAI MOTOR CO GDR EACH REP 1/2 PFD N/VTG(REG'S')(CIT)(HYMTF.US)$, $特斯拉(TSLA.US)$, $通用汽車(GM.US)$, $福特汽車(F.US)$ and $VOLKSWAGEN AG(VLKAF.US)$ as potential partners, while noting a partnership in China could include $小鵬汽車(XPEV.US)$ or $蔚來(NIO.US)$. Other companies being bandied around Wall Street as potential AAPL partners include $曼格納國際(MGA.US)$, $Stellantis NV(STLA.US)$ and Foxconn.
The Apple autonomous car news sent shares of many auto stocks a bit lower after they were already in negative territory. Notable decliners include $Lucid Group(LCID.US)$, $Rivian Automotive(RIVN.US)$, $Mullen Automotive(MULN.US)$, $Canoo(GOEV.US)$, $AYRO Inc(AYRO.US)$, $Electrameccanica Vehicles(SOLO.US)$, $Fisker(FSR.US)$, $GreenPower Motor(GP.US)$, $Workhorse(WKHS.US)$, $Nikola(NKLA.US)$, $Arrival(ARVL.US)$, $Faraday Future Intelligent Electric Inc.(FFIE.US)$ and $Proterra(PTRA.US)$.
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