Earnings Week Ahead: MSFT, AAPL, META, AMZN, QCOM, PFE, MA, V, PYPL, ROKU, MCD, SBUX, KO, and More
Technology Weekly | Positive Tech Earnings Kick-Off Sweeps Away Tariff Gloom
Contemporary Amperex Technology and other Battery manufacturers compete with new products as the supercharging and fast charging storm approaches | New forces at the auto show.
① Battery manufacturers took center stage at the auto show, with Contemporary Amperex Technology, Sunwoda Electronic, and Eve Energy Co., Ltd. competing with new products at the Shanghai Auto Show; ② A storm of ultra-fast charging has arrived, with megawatt fast-charging products from companies like BYD, Huawei, and ZEEKR showcased at the auto show.
In the first quarter, China imported less than 0.1 million Autos, a year-on-year decrease of nearly 40%! Imports of Autos from the USA were less than 0.01 million.
① In China, the import of Autos from January to March was 0.095 million units, a year-on-year decrease of 39%, marking a significant decline in this period that is rarely seen. ② The import of vehicles from the USA fell to 8,870 units from January to March; representing a 66% year-on-year decrease, and this decline continued in March.
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When Autos "roll" towards the sky: Xpeng Huitian, Fengfei, GAC and others showcase eVTOL for the first time at the Shanghai Auto Show | New Forces in the Auto Show.
① The 2-ton level eVTOL from Fengfei Aviation, Xiaopeng Huitian's "land aircraft carrier", and GAC high domain's GOVY-Aircar all made their appearance at the Shanghai Auto Show; ② Reports indicate that these manufacturers' eVTOLs/flying cars are making their debut at the Shanghai Auto Show.
Elon Musk's XAI is reportedly negotiating a new round of financing, with a valuation expected to exceed $120 billion.
① According to reports, XAI, a company owned by Musk, is in talks with investors to raise approximately 20 billion dollars; ② Sources revealed that with the funding from this round of negotiations, XAI's valuation is expected to exceed 120 billion dollars.
The Shanghai Auto Show witnesses the "mutual rush" of Chinese and foreign enterprises: multinational car companies are deeply cultivating the Chinese market while domestic supply chain enterprises are accelerating their move towards Global.
① The 2025 Shanghai Auto Show focuses on smart electric vehicles, with foreign car companies accelerating their integration into the China supply chain, and local innovative forces rising; ② Under the pressure of transformation, Toyota deepens its local layout by establishing a wholly-owned factory in Shanghai, betting on localization and supply chain synergy; ③ Joint venture brands strengthen collaboration in local innovation chains, as China supply chain companies accelerate their dominance in the Global smart electric vehicle industry.
Everwin Lithium heavily invested in large cylindrical Batteries.
The optimal solution.
Musk's xAI is negotiating for financing of 20 billion US dollars, with an estimated valuation exceeding 120 billion US dollars.
Musk's XAI is seeking $20 billion in funding for its newly merged AI startup and Social Media business. If successful, it will raise the company valuation to over $120 billion. This would also become the second-largest funding round for a startup in history, second only to OpenAI's $40 billion funding earlier this year.
Options Market Statistics: Tesla Jumps 9.8% on U.S. Push for Self-Driving Cars ; Options Pop
Uncertainty over tariffs suppresses the rise of U.S. stocks, Technology stocks provide support, Tesla surges nearly 10%, Gold retreats over 1%, and the overall trend falls for the week.
After Trump's "change of heart," the three major stock indexes rose for four consecutive days; NVIDIA's shares increased by more than 4%, and Tesla rose by 18% over the week; Google's strong performance initially saw a rise of over 4%, but most of the gains were later given back; the Chinese concept index halted three-day gains but rose over 7% for the week. The USD experienced its first weekly increase in over a month. Bitcoin once surged nearly $3,000, breaking through the $0.095 million mark. Gold saw its first weekly decline since the announcement of reciprocal tariffs. U.S. oil fell over 2% for the week.