On April 22, local time, Tesla CEO Elon Musk said he plans to significantly reduce his work for the Trump administration in May to focus on Tesla. It is reported that Tesla announced a first-quarter net income of $409 million that day, a 71% drop from the same period last year. Analysts warned that Musk's work for the "Government Efficiency Department" on behalf of Trump could damage its brand image. Musk pointed out that tariffs will be very difficult for companies when profit margins are still low. Musk expressed support for lower tariffs and will continue to advocate for tariff cuts.

According to congressional disclosures, she made a total of 21 stock purchase transactions between April 8 and 9.

The world's top billionaires have ushered in a major reshuffle.

Leading Chinese stock companies are reshaping the logic of global capital allocation with astonishing explosive power.

The simultaneous decline in global core markets has pushed Tesla into a growth dilemma.

If the crisis of technological trust is a short-term emotional shock, Tesla's structural decline in the European market has exposed deep cracks in its globalization strategy.

However, Bin emphasized in his latest outlook that the structural growth in AI computing power demand has not yet peaked.

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The actual delivery volume of Cybertruck in 2024 will be only 35,000 to 50,000 units, which is far from Musk's goal of becoming a significant contributor to cash flow within the 18 months predicted in 2023.

Although the seven sisters as a whole are still regarded as an important force in the market, the performance differentiation among their internal members has become increasingly obvious.

Core CPI rose 3.2% year-on-year, lower than the expected 3.3%, compared with the previous value of 3.3%.

In regions other than China, the promotion of Model Y is more focused on functionality rather than price.

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According to CPCA data, Tesla sold a total of 68,280 electric vehicles in China in October, a decrease of 5.3% from the same period last year and a significant drop of 23% from the previous quarter.

BYD's revenue in the third quarter exceeded Tesla's for the first time, and the market sentiment is optimistic. However, the EU's imposition of high tariffs on imported electric vehicles from China has brought challenges to its overseas expansion.

Tesla expects vehicle deliveries to increase by 20% to 30% in 2025, significantly higher than the market consensus forecast of 10%-12%.

On the eve of the release of Tesla's third-quarter earnings report, the stock price has fallen for four consecutive days, reflecting the market's nervousness.