Podcasts about li auto

Tu Le and Lei Xing return with a high-voltage episode unpacking the latest chaos in China's EV market. From BYD's aggressive price cuts and zero-mileage car controversy to the Xiaomi SU7 saga and Geely's counterattacks, the battle for dominance is heating up. They also dive into Li Auto's latest earnings, NIO's intelligent driving rollout, and XPeng's momentum in tech and exports.Plus: reflections from Tu's panel at the Mackinac Policy Conference, GM's retreat in China, and why Michigan must lead the U.S. into the next era of mobility.

Shoot us a Text.Episode #1054: We're kicking off Tuesday week with a look at surging used car sales and shrinking supply, BYD's aggressive EV price cuts in China, and a Waffle House partnership that brings hash browns and high-speed charging together in the South.Show Notes with links:Automotive News released its top Used Car retailers list showing that the stabilizing of the 2024 market led to some big gains. However, the current complexities and quickly shrinking market day supply is testing even the best players.Used-only dealers like CarMax, Carvana, and DriveTime saw strong 2024 growth as supply chains normalized, with Carvana up 33% year-over-year.Dealers are creatively sourcing inventory—prioritizing trade-ins and direct-from-customer purchases to avoid costly auctions.The current used vehicle supply stands at just a 43-day market supply, the lowest since 2021, with lower-price vehicles hardest to find.Tariff fears have driven consumers to buy quickly, pushing prices for the top 50 used models to an average of nearly $29,000“There isn't a lot of room for error anymore in the post-COVID used-car world,” said Bill Solko, dealer principal of Automotive Avenues.Meanwhile Cox Automotive's Jonathan Smoke warned, 2025 is going to be a roller coaster for this industry,” BYD just launched a fresh round of EV price cuts in China, triggering a market shake-up that's pummeling stocks and ramping pressure on rivals like Tesla.BYD slashed prices across several models, including a 20% cut on the sub-$10,000 Seagull hatchback now priced at an equivalent of $7,780The Chinese EV market is nearing 50% penetration — five times the U.S. rate — largely due to aggressive pricing strategies.EV maker stocks, including BYD, Li Auto, and Geely, fell sharply after the announcement, signaling investor anxiety.BYD's growing profit cushion from 2019–2024 gives it room to undercut less profitable competitors.“This new price war will put even more pressure on Tesla,” Electrek reported, especially as new players like Xiaomi ramp up.In a match made in Southern heaven, bp pulse and Waffle House are joining forces to bring 400kW ultrafast EV charging to your next roadside breakfast stop.Starting in 2026, Waffle House locations across Georgia, Texas, Florida, and beyond will host six-bay charging stations.The chargers will support both CCS and NACS connectors and deliver up to 200 miles of range in about 15 minutes.The 24/7 diner vibe adds much-needed comfort and reliability to the EV charging experience.This builds on bp pulse's growing U.S. network, which includes partnerships with Hertz and 8,000+ retail locations.“Charging up while fueling up on an All-Star Special will be convenient and fast,” said Waffle House Innovation Director David Repp.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

In this latest episode of Courtside Financial, I analyze two critical developments affecting the EV market and NIO stock. First, I break down Li Auto's surprisingly conservative estimate of just 50,000 pure electric vehicles for 2025 - merely 7% of their total 700,000 vehicle sales target. What does this strategic decision reveal about the hyper-competitive "Red Sea" EV market in China?Then I expose a growing crisis that few are discussing - the severe shortage of qualified EV technicians. With fewer than 100,000 maintenance personnel equipped to service over 31 million new energy vehicles in China, repair shops are either unable or unwilling to work on EVs despite offering monthly salaries exceeding 10,000 yuan.Discover how these market dynamics might actually strengthen NIO's position and why their comprehensive ecosystem approach could provide a competitive edge as the industry matures. Get my objective analysis on what these developments mean for NIO investors and the broader EV sector.Join our Discord community for more in-depth discussion: https://discord.gg/GSbp4wRFollow me for weekly insights on the EV market, financial analysis, and technology trends that impact your investment decisions.Copyright Disclaimer under section 107 of the Copyright Act of 1976, allowance is made for "fair use" for purposes such as criticism, comment, news reporting, teaching, scholarship, education and research. Fair use is a use permitted by copyright statute that might otherwise be infringing.#NIOStock #EVMarket #LiAuto #ElectricVehicles #EVTechnicians #FinancialAnalysis #StockMarket #China #TechStocks #InvestingTips

Can you help me make more podcasts? Consider supporting me on Patreon as the service is 100% funded by you: https://EVne.ws/patreon You can read all the latest news on the blog here: https://EVne.ws/blog Subscribe for free and listen to the podcast on audio platforms: ➤ Apple: https://EVne.ws/apple ➤ YouTube Music: https://EVne.ws/youtubemusic ➤ Spotify: https://EVne.ws/spotify ➤ TuneIn: https://EVne.ws/tunein ➤ iHeart: https://EVne.ws/iheart RIVIAN LAUNCHES INDEPENDENT STARTUP 'ALSO' WITH $105M INVESTMENT https://evne.ws/4c98pLk LI AUTO RELEASES HALO OS TO COMPETE WITH AUTOSAR https://evne.ws/3DJXye5 TESLA RENAMES FSD FEATURE IN CHINA AMID REGULATORY CHALLENGES https://evne.ws/4jaX2oy CANADA HALTS TESLA EV INCENTIVE PAYOUTS AMID INVESTIGATION https://evne.ws/41NbCN3 TESLA JOINS EU EMISSIONS POOL WITH MAJOR AUTOMAKERS https://evne.ws/4270eKK CHINA'S NEV MARKET SEES STRONG GROWTH IN EARLY MARCH https://evne.ws/3FJ9P33 NOBINA REPURPOSES ELECTRIC BUS BATTERIES FOR STORAGE https://evne.ws/428hIGP NIO FOCUSES ON PURE EVS OVER RANGE-EXTENDED MODELS https://evne.ws/4jaJZU6 JAECOO ENTERS AUSTRALIAN SUV MARKET WITH COMPETITIVE PRICING https://evne.ws/3QT7uVs MOBILIZE EXPANDS ULTRA-FAST EV CHARGING ACROSS EUROPE https://evne.ws/4254zOr UK EV DRIVERS NOW EXCEED PETROL CAR MILEAGE https://evne.ws/3FTCO40 CHEVROLET BECOMES TOP-GROWING EV BRAND IN US https://evne.ws/4iMo2u

In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) market, focusing on competition, technology, and consumer preferences. They analyze various EV models, including the G6 and Model Y, and explore the implications of lidar technology and RoboTaxis. The conversation also touches on the challenges faced by legacy automakers like Volkswagen and the struggles of NIO in the current market landscape. The episode concludes with insights into the future of the EV industry and the strategies of companies like Li Auto.

APAC stocks were mostly positive as risk sentiment gradually improved following the negative lead from Wall St where the S&P 500 slipped into a technical correction amid tariff concerns after President Trump threatened 200% tariffs on EU wine and champagne.US President Trump said he is not going to change his mind on April 2nd tariffs and won't bend on Canada metals or April 2nd tariffs, while he added they don't need Canada's cars, energy or lumber.Russian President Putin supported the idea of a ceasefire but stressed that the ceasefire must lead to a final settlement of the conflict and solve the root causes of the conflict.US Senate Minority Leader Schumer said he will vote to keep the government open and not shut it down.European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.5% after the cash market closed with losses of 0.6% on Thursday.Looking ahead, highlights include German Wholesale Price Index, UK GDP, US UoM Survey, Trump executive orders, Fitch to review France; US Government Funding Expires, Comments from ECB's Cipollone, Earnings from BMW, Daimler Truck, Bechtle & Li Auto.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Rachel Dashiell's Chart of the Day is Li Auto (LI), pointing out an uptrend in the short term. She notes that the closing price will be key today.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

In this week's "Trading Tips With Jim," we analyze the Nasdaq's bounce from oversold territory (RSI14) on Friday and explore why this bullish momentum is likely to continue throughout the week.Discover 8 promising stocks showing fresh buy signals, including the notable Chinese EV manufacturer Li Auto. We also examine the recent pullback in gold prices from record highs and discuss oil's significant decline to below $70 per barrel, providing context on what these movements mean for investors.Tune in for expert market analysis, actionable trading insights, and strategies to capitalize on this week's market movements.#StockMarket #TradingStrategies #Nasdaq #LiAuto #GoldPrice #OilTrading #InvestmentTips #MarketAnalysis #TradingTipsWithJim

Is NIO in trouble?

Chinese automakers are accelerating their forays into the burgeoning humanoid robot sector as a means of strategic diversification, leveraging existing technological expertise and manufacturing capabilities in smart vehicles amid intense competition.中国汽车制造商正加速进军蓬勃兴起的人形机器人领域，以此作为战略多元化的手段，利用现有的智能汽车技术专长和制造能力应对激烈的竞争。Xiaomi, a high-profile relative newcomer in the smart electric vehicle sector, said on Sunday that it is working on preparing its robot, CyberOne, to work on its vehicle production lines. The consumer electronics giant unveiled the humanoid robot back in 2022.2月23日，智能电动汽车领域备受瞩目的新秀小米公司表示，正在推进其人形机器人CyberOne在自家汽车生产线上工作。这家消费电子巨头早在2022年就发布了这款人形机器人。GAC, a Chinese partner of Toyota and Honda, unveiled its humanoid robot GoMate in December, which stands and moves on wheels.2024年12月，丰田汽车、本田汽车的中国合作伙伴广汽集团推出了人形机器人GoMate，该机器人可以站立并使用轮足进行移动。The State-owned automaker said it will start mass production of the robot's components—developed in house—in 2025, and the robots are expected to work in its vehicle assembly plants from 2026.该国有汽车制造商表示，将于2025年实现自研机器人零部件批量生产；从2026年起，该机器人将在自家汽车装配厂工作。Li Xiang, founder and CEO of Li Auto, the first Chinese NEV startup to be profitable, said in a December interview that the company "will definitely do humanoid robots".理想汽车是中国首个实现盈利的新能源汽车初创企业。去年12月，其创始人兼首席执行官李想在一次采访中表示，该公司“100%会做人形机器人”。Analysts said automakers' entry into robotics stems from overlapping technologies between smart EVs and humanoid machines.分析人士表示，汽车制造商进入机器人领域，是因为智能电动汽车和人形机器人之间存在技术重叠。Also, their bulk purchases of components, many of which are from auto parts suppliers, give them cost advantages over smaller rivals.此外，汽车制造商可批量采购机器人零部件，其中许多来自汽车零部件供应商，这使它们比规模较小的竞争对手更具成本优势。Autonomous driving systems, a battleground for automakers, have become a treasure trove for robotics, said Chen Meng, a Beijing-based independent auto analyst.北京独立汽车分析师陈蒙表示，自动驾驶系统是汽车制造商的竞技场，现已成为机器人领域的宝库。"Sensors like lidar and cameras, AI algorithms for object recognition, and high-precision motors—all originally designed for vehicles—are now being repurposed to teach robots to 'see', 'think', and 'move'," said Chen.陈蒙说：“像激光雷达和摄像头等传感器、用于物体识别的人工智能算法以及高精度电机，这些最初都是为汽车设计的，现在正被重新利用，教机器人‘看'、‘思考'、‘移动'。”NEV startup Xpeng's robot—Iron—unveiled in November, will feature in-house developed chips. The robot has hands and arms that have 15 degrees of freedom, compared to Tesla chief Elon Musk's Optimus, which has 22 degrees of freedom.去年11月，新能源汽车初创企业小鹏汽车推出了机器人Iron，该机器人将采用自主研发的芯片。这款机器人的手部有15个可动自由度，而特斯拉首席执行官埃隆•马斯克的Optimus机器人双手拥有22个自由度。Also, entering the humanoid robot sector positions participating automakers at the forefront of a rapidly evolving industry, with potential applications across various areas, including healthcare, manufacturing and consumer services.此外，汽车制造商进入人形机器人领域，可以处在这个快速发展行业的前沿，而该行业在医疗保健、制造业、消费服务等各个领域都有应用潜力。That offers a new growth engine, which might prove to be more powerful over time than many can imagine, for automakers that are seeing profit declines amid white-hot competition.汽车制造商由于竞争白热化而导致利润下降，进入这一领域刚好提供新的增长引擎，并且随着时间的推移，这一引擎的威力可能会超乎许多人的想象。Musk has called Optimus a potential " $10 trillion business", dwarfing Tesla's auto revenue.马斯克称，Optimus机器人是有潜力创造“10万亿美元的业务”，甚至可能超过特斯拉的汽车业务收入。Chinese firms are equally bullish.中国企业对此也同样持乐观态度。Xiaomi's CyberOne, which can work as a home assistant, aims to anchor its ecosystem of smart devices.小米的CyberOne机器人可以作为家庭助手，与其智能设备生态系统无缝连接。In a Sina Weibo post, He Xiaopeng, CEO of Xpeng, wrote, "Robotics is a natural extension of our smart EV ecosystem."小鹏汽车首席执行官何小鹏在微博上写道：“机器人是我们智能电动汽车生态系统的自然扩展。”The total addressable market for humanoid robots worldwide is projected to reach $38 billion by 2035, up more than sixfold from a previous projection of $6 billion, Goldman Sachs Research analyst Jacqueline Du, head of China Industrial Technology research, wrote in a report.高盛研究部中国工业科技分析师杰奎琳·杜在一份报告中写道，全球人形机器人的总可寻址市场预计将在2035年达到380亿美元，较此前预测的60亿美元增长逾6倍。There are short-term, instant benefits for automakers as well, said Zhang Xiang, a fellow at the Research Center of Automobile Industry Innovation of the North China University of Technology.北方工业大学汽车产业创新研究中心研究员张翔表示，汽车制造商也能获得短期的即时收益。"It gives automakers such labels as 'innovation' and 'technology', which will help their appeal in the minds of potential car buyers and may help boost their performance in the stock market as well," said Zhang.张翔说：“它给汽车制造商贴上了‘创新'和‘技术'的标签，这将有助于吸引潜在购车者，也可能有助于提振它们在股市的表现。”Following a team of humanoid robots performing at the Spring Festival Gala in early February, a number of companies in the sector have been seeing their prices surge in China's stock market.继2月初一组人形机器人在春晚舞台上表演后，该领域多家公司在中国股市的股价飙升。high-profileadj.引人注目的，备受关注的

Nicht von Tagesschwankungen beeindrucken lassen, auch mal gegen den Markt handeln. Besonnen und unerschütterlich ist auch die Bestückung des neuen Wikifolios MAI China and Asia Selection ( https://go.brn-ag.de/395 ) von Wiki-Trader Robert Zschorlich, auch bekannt als MarcAurelInvest. Die negative Sichtweise auf den asiatischen Markt scheint vorüber, das zeigt insbesondere die Markteinführung von DeepSeek. KI ist nicht länger einzig nur das Steckenpferd der USA. 13 Aktien im voll investierten MAI: "Wir sehen bei Alibaba eine günstige Bewertung, negativ ist nur das Wachstum. Die Zahlen des KI-Anbieters Baidu könnten sich durch das Konjunkturprogramm schnell ändern." Weitere Werte: JD.com, Futu Holdings, Weibo, Tencent, JinkoSolar, Hello Group, Ping An Assurance, Daqo New Energy und Li Auto.

Après Volkswagen et son robot de charge présenté en 2020, c'est au tour de Huawei d'entrer dans la course à la recharge autonome. Le géant chinois, déjà connu pour ses smartphones et sa voiture électrique SU7, élargit son écosystème électrique avec une innovation spectaculaire : une borne de recharge équipée d'un bras robotisé.Imaginez un futur où recharger votre véhicule électrique ne nécessite plus aucune intervention humaine. C'est ce que promet Huawei avec sa technologie avancée. Grâce à un système de conduite autonome, les voitures compatibles, comme la berline électrique Maextro S800, se garent automatiquement à proximité de la borne. Le clapet de recharge s'ouvre de lui-même, et un bras robotisé connecte la prise au port de charge, sans que le conducteur n'ait à quitter son siège. Ce n'est pas un simple concept : Huawei assure que cette solution est prête à être déployée dans les prochains mois. Et ce n'est pas tout. La borne offre une puissance de recharge impressionnante, allant jusqu'à 600 kW, rendant les temps d'attente bien plus courts. En outre, cette technologie n'est pas exclusive à Huawei. Elle est déjà compatible avec des véhicules de marques comme BYD, Li Auto ou Aito, ouvrant ainsi la voie à une adoption massive.Alors que les infrastructures de recharge deviennent un enjeu clé dans la transition énergétique, cette innovation pourrait transformer notre façon d'utiliser les véhicules électriques, en particulier dans les environnements urbains où l'espace est limité. Les premières bornes devraient être installées en Chine, mais leur potentiel mondial est indéniable. Huawei s'inscrit ainsi dans la vision d'un futur où la recharge est rapide, autonome et accessible à tous. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

In this episode, hosts Tu Le and Lei Xing discuss the latest developments in the electric vehicle (EV) market, reflecting on the Biden administration's impact on the industry. They analyze the significant growth of new energy vehicles (NEVs) in China, the challenges faced by foreign automakers, and Tesla's strategic positioning in the market. The conversation also touches on economic factors influencing the EV sector, including trade-in policies and currency fluctuations, before wrapping up with insights from the recent CES event. In this conversation, Tu Le and Lei Xing discuss their experiences at CES, focusing on the innovations in autonomous vehicles, the impact of geopolitical tensions on the automotive industry, and the significant presence of Chinese companies at the event. They reflect on the evolution of CES from a consumer electronics show to a major platform for automotive technology, highlighting key trends and products showcased. The discussion also touches on the Detroit Auto Show and the recognition of various vehicles in the automotive industry.Companies MentionedNIO, Tesla, BYD, XPeng, CATL, Li Auto, Geely, Xiaomi, Volkswagen, Huawei, RoboSense, Horizon Robotics, Ford, General Motors (GM), Stellantis.

Welcome to Episode 194 of the China EVs and More podcast! In this episode, hosts Tu Le and Lei Xing wrap up 2024 and share insights into the global EV and mobility sectors. Key topics discussed include:1.China's Dominance in the EV Market:•China's remarkable sales of nearly 13 million NEVs in 2024, representing a 50% domestic market share.•The continued decline of foreign automakers in China, including shrinking market shares for Mercedes, Volkswagen, and Porsche.2.Tesla's Market Strategies:•The Model Y's global success as the best-selling vehicle in 2024 and its dominant position in China.•The unveiling of Tesla's updated Model Y (Juniper) and the strategic focus on maintaining competitiveness in the Chinese market.3.CES 2025 Highlights:•A strong presence of Chinese companies, with brands like Zeekr, XPeng, and Li Auto showcasing cutting-edge technologies.•Innovations in LiDAR, smart cockpits, and EV design from companies such as NVIDIA and RoboSense.4.Policy and Market Trends:•The impact of US restrictions on Chinese automotive hardware and software.•China's government incentives to boost EV adoption, including expanded trade-in policies for older ICE vehicles.5.Emerging Players and Innovations:•Xiaomi's ambitions to scale EV production with its Su-7 model.•The rise of premium features like Dolby Atmos and Vision in vehicles like the Zeekr 009 MPV.Companies Mentioned•Tesla•BYD•NIO•XPeng•Zeekr•Li Auto•Volkswagen•Porsche•Mercedes-Benz•Xiaomi•RoboSense•NVIDIA•HuaweiJoin Tu and Lei each week for expert insights on the challenges and opportunities shaping the future of global mobility.

Today, we're diving into the EV industry and exploring its striking similarities to the dot-com bubble of the late '90s. Are we witnessing another bubble, or is this the evolution of the auto industry as we know it? We'll break down key trends, market moves, and industry shakeups that could define the future of EVs.

Le CES de Las Vegas avait lieu en cette première semaine de janvier… L'occasion de découvrir de nombreuses nouveautés, portés notamment par l'IA, mais pas que…Parmi les annonces marquantes, McAfee a présenté Scam Detector, un outil alimenté par l'intelligence artificielle capable d'analyser vos e-mails et SMS en temps réel pour détecter les arnaques. En alertant les utilisateurs dès les premiers signaux suspects, Scam Detector entend protéger des millions de consommateurs contre les pièges en ligne. Bonne nouvelle, cet outil sera gratuit pour les clients McAfee+ dès le printemps 2025.De son côté, AMD a dévoilé sa nouvelle gamme Ryzen 9 9000 « X3D » et des puces Ryzen AI optimisées pour les créatifs et gamers. Deux nouvelles cartes graphiques, les Radeon RX 9070 et 9070 XT, s'appuient sur la technologie FSR 4 pour rivaliser avec les solutions DLSS de NVIDIA. Mais AMD devra convaincre face à l'offensive de NVIDIA au CES. NVIDIA, justement, a frappé fort avec sa RTX 5070, promettant les performances de la RTX 4090 à moitié prix, dès 649 €. La nouvelle architecture Blackwell introduit le Neural Rendering, exploitant l'IA pour des graphismes ultra-réalistes. Ajoutez à cela le DLSS 4.0, capable de générer trois images par IA pour chaque image rendue. Résultat : des jeux plus fluides et immersifs que jamais.Dolby, déjà pionnier du son immersif avec Atmos, intègre désormais Dolby Vision dans les véhicules. En partenariat avec Li Auto et Samsung Display, cette innovation promet une expérience cinéma… en voiture. Les écrans OLED et l'audio de pointe marquent une nouvelle ère du luxe connecté sur la route. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

In this episode of Courtside Financial, we dive deep into Tesla's strategic moves in China and Li Auto's groundbreaking AI revolution. Discover why Tesla is navigating China's regulatory chessboard with the Cybertruck and how Li Auto is transforming from an automaker into an AI powerhouse with their Mind GPT and intelligent driving systems.Join the discussion on the future of EVs and AI-powered mobility—share your thoughts in the comments below!

Next podcast January 10, 2025. Also in this podcast see Newsweek's ‘America's Most Responsible Companies' and review these often-overlooked great sustainable real estate investment trusts. By Ron Robins, MBA Transcript & Links, Episode 144, December 13, 2024 Hello, Ron Robins here. Before I begin, I want to mention that my next podcast after this one will be on January 10th and I want to sincerely wish everyone who has holidays in this period a most joyous and healthy time. Hello, Ron Robins here. Welcome to this podcast episode 144 published December 13, 2024, titled “Top Sustainable REITS, EV Companies, and More.” It's presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content – including stock symbols and bonus material – on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. Additionally, quotes about individual companies are brief. Please go to this podcast's webpage for links to the articles and more company and stock information. ------------------------------------------------------------- Top Sustainable REITS, EV Companies, and More (1) I'm beginning this podcast with an article on an investment class I've rarely covered: real estate investment trusts, or REITS. The article is titled 7 Green REITs for Sustainable Investing. It's by Glenn Fydenkevez, edited by Jordan Schultz, and found on money.usnews.com. Here are some quotes from Mr. Schultz on each of his picks. “If you're a REIT investor who is concerned about the environmental impact of the stocks you own, here's a list of seven real estate companies that have demonstrated real leadership in adopting sustainable business practices that align with ESG goals: 1. Alexandria Real Estate Equities Inc. (ARE) is a REIT with a market cap of about $18 billion. The company specializes in life science properties… This environmentally responsible REIT is constantly striving to lower its carbon footprint. [The company] is known for using renewable energy sources such as solar panels and geothermal heating and cooling systems in all of the properties it develops. It also created a unique wastewater heat recovery process. Forward dividend yield: 4.9% 2. BXP Inc. (BXP) In 2021, BXP demonstrated its commitment to sustainability by developing one of Massachusetts' first net-zero, carbon-neutral building repositioning projects… BXP – formally known as Boston Properties – has a market-cap of about $14 billion. It is the largest publicly traded office REIT in the U.S. The firm focuses its investment activities on large cities on the east and west coasts, mostly in Boston, New York, Los Angeles and San Francisco. Forward dividend yield: 4.9% 3. Digital Realty Trust Inc. (DLR) is a $64 billion REIT in the fast-growing digital infrastructure industry. The company owns and operates more than 300 data centers around the world, and its portfolio of properties is growing… Apollo AI makes running a data center as efficient as possible. That's what makes Digital Realty Trust a leader in sustainability. Forward dividend yield: 2.5% 4. HA Sustainable Infrastructure Capital Inc. (HASI) is a $3.7 billion REIT that invests only in securities related to renewable energy, sustainability infrastructure and energy efficiency… This Annapolis, Maryland-based company focuses on solar projects, wind farms, clean-burning natural gas facilities, fuel cell development, smart grid technology and other green real estate initiatives. Forward dividend yield: 5.3% 5. Prologis Inc. (PLD) has a massive presence in the transportation and logistics real estate industry. The company boasts a market cap of about $103 billion… This company's warehouses and transportation terminals are modern, high-tech facilities. It uses high-speed computers, digital communications, AI and cloud computing technology to help its customers efficiently fulfill orders and deliver products across the U.S. and in Canada, Mexico, the U.K., Germany, Japan and China. Forward dividend yield: 3.3% 6. Host Hotels & Resorts Inc. (HST) has committed to implementing sustainable practices in every one of its 77 hospitality properties in the U.S., Canada and Brazil. The company controls about 42,000 hotel rooms… With a market capitalization of over $13 billion, [it] is the largest lodging REIT in the U.S… Wells Fargo Securities has an ‘overweight' rating on the stock. Stifel gives the company a ‘buy' rating. Forward dividend yield: 4.2% 7. JBG Smith Properties (JBGS) This $1.4 billion REIT controls over 14 million rentable square feet of mixed-use space in the expensive and highly competitive capital district around Washington, D.C… Amazon.com Inc. (AMZN) expects that its new campus in Northern Virginia will add 25,000 workers by 2038… Host Hotels & Resorts plans to benefit… and appeal to Amazon's environmentally conscious employees by promoting sustainability and green development practices in every building it buys or builds. Forward dividend yield: 4.3%” End quotes. ------------------------------------------------------------- America's Most Responsible Companies This next article refers to one of America's foremost corporate sustainability rankings, America's Most Responsible Companies. The editorial is by Nancy Cooper, and the full company rankings can be seen at newsweek.com. Here are a few quotes from Ms. Cooper's introduction to the rankings. “Selected from the 2,000 largest publicly traded companies headquartered in the U.S., each winner received scores based on the three pillars of ESG… The analysis is based on data from 30 key performance indicators, such as energy usage and charitable donations, as well as a reputation survey of more than 26,000 U.S. consumers. For the second year in a row, the top spot was awarded to Merck (MRK) with an impressive overall score of 97.83, up from 91.98 last year. Other notable names on this year's list include Adobe (ADBE), PayPal (PYPL) and HP (HPE) .” End quotes. ------------------------------------------------------------- Why Sunrun (RUN) Is Among the Best Wind Power and Solar Stocks to Invest in Now Now since this article was featured on Yahoo! Finance, I thought to include it. It's titled Why Sunrun (RUN) Is Among the Best Wind Power and Solar Stocks to Invest in Now. The article is by Mashaid Ahmed. Here are some quotes from it. “While the outcome of the US election and the anticipated policies of the new administration pose short-term challenges to renewable energy, the long-term outlook remains cautiously optimistic. Sunrun Inc. (NASDAQ:RUN) Number of Hedge Fund Holders: 43   Sunrun is a leading provider of residential solar energy solutions, offering solar installations, battery storage, and energy services. The company specializes in customized solar systems for homeowners and has over 1 million customers. Sunrun also offers products on leasing and financing options… The company has signed a multi-year exclusive agreement with Toll Brothers in California and expects its new home business to grow at least 50% over the next year… The company has 16 grid service programs active across the country, with over 20,000 storage systems participating, and is working with utilities and other partners to develop new programs and services… Overall, Sunrun ranks 5th on our list of best wind power and stocks to invest in now.” End quotes. ------------------------------------------------------------- Top Sustainable REITS, EV Companies, and More (2) And now to this article titled 7 Best EV Stocks to Buy for 2025. It's by Jeff Reeves, reviewed by John Divine, and found at money.usnews.com. Now some quotes from the article. “An analysis by Gartner estimates that the number of EV Companies in use will grow 33% in 2025 to bring the total number of electric cars and trucks to 85 million in total. That figure will be primarily thanks to brisk adoption rates in China (58% growth) and Europe (24% growth), which together are projected to represent 82% of the total EV market next year, according to Gartner. For investors who want to cash in on EV stocks and the rise of electric vehicles, it's critical to look beyond the usual suspects in the U.S. and take a truly global approach to the industry. With that in mind, some of the hottest EV stocks to buy for 2025 include: 1. Tesla Inc. (TSLA) Market value: $1.2 trillion Tesla has a huge chunk of the marketplace, with predictions of nearly 1.8 million vehicle deliveries across all of 2024. What's more, strong momentum after Election Day, thanks to Musk's close associations with President-elect Donald Trump, has pushed Tesla stock up about 50% on the year even as other electric vehicle stocks have struggled… Tesla remains the go-to EV stock for many investors as we enter 2025. 2. BYD Co. Ltd. (BYDDY) Market value: $106 billion Chinese firm BYD is… the top electric vehicle manufacturer in the world… currently selling more than 500,000 ‘new energy vehicles' per month – a potential pace of 6 million annually going forward… the local appeal of this Chinese company amid the uncertainty around tariffs and trade policies all but ensures this home-grown EV stock will thrive in China across 2025 as regional demand remains strong. 3. Volkswagen AG (VWAGY) Market value: $43 billion Volkswagen remains the largest vehicle manufacturer on the planet and has the same local appeal in Europe that BYD might have in China amid the current talk of trade wars. EV Companies are a modest share of total output… In October, the firm reported battery electric vehicles (not hybrids) topped 500,000 units across the first three quarters of 2024. That puts it on pace for nearly 700,000 vehicles on the full year – and with goals of fully electrifying its fleet by 2030, Volkswagen is definitely an EV stock to watch. 4. Li Auto Inc. (LI) Market value: $24 billion Much smaller than these other firms and currently bleeding cash as it invests aggressively in growth, Li Auto is nevertheless a top EV stock to watch because of its tremendous growth path. It delivered 48,740 vehicles in November 2024, up 18.8% year over year, and is currently on pace to top 500,000 units on the year… A big reason for that is because of its premium appeal, with its Li AD Max accounting for more than 80% of orders for models in China priced above roughly $55,000. Admittedly, shares of LI stock have struggled in 2024 but these sales figures are incredibly encouraging for investors who aren't afraid of taking on a bit more risk to invest in an upstart EV stock versus an established leader. 5. Nio Inc. (NIO) Market value: $10 billion Another junior EV stock operating deep in the red, Nio is putting up impressive growth metrics even if its share performance hasn't been grand in 2024… Nio delivered a record 61,855 units in the third quarter and estimates it will have as many as 75,000 EV deliveries in the fourth quarter. That pace of 300,000 units annually doesn't seem like much compared with other firms, but considering the firm delivered about half that total in 2023 there is a lot to like about where the firm is headed. What's more, like BYD and Li, this is a Chinese firm with local appeal in the fastest-growing market for EV Companies on the planet. That gives it an added tailwind that some Western EV stocks may lack in 2025. 6. Albemarle Corp. (ALB) Market value: $12 billion The company is one of the leading lithium miners globally, with production capacity of 225,000 metric tons and plans to roughly triple capacity by 2030. Supply chain challenges for lithium are tricky, and trade policies could make the situation even more complex in 2025. But as a commodity stock that profits in part based on broader market-wide pricing trends, any shortages or supply bottlenecks will naturally boost lithium prices if things don't go well – and that will naturally benefit Albemarle's bottom line as a result. 7. ChargePoint Holdings Inc. (CHPT) Market value: $600 million ChargePoint is the largest electric vehicle charging company in the United States, with more charging ports and locations than any other network. Specifically, ChargePoint boasts 70,000 plugs at nearly 39,000 stations. In fact, more than 4 in 10 charging ports nationwide are operated by ChargePoint. The company is small and currently unprofitable, so it definitely carries a level of risk, but investors who aren't keen on putting money behind firms headquartered in Beijing or Shanghai may find this closer-to-home play a bit more palatable.” End quotes. ------------------------------------------------------------- Additional Article of Interest 1. Title: Bristol Myers A Top Socially Responsible Dividend Stock With 4% Yield on forbes.com. By the Dividend Channel. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast “Top Sustainable REITS, EV Companies, and More”. Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these troubled times! Contact me if you have any questions. Thank you for listening. Now, again, a reminder my next podcast will be January 10th. I'm taking a break so there will be no podcast on December 27th. I'll talk to you then! Bye for now.   © 2024 Ron Robins, Investing for the Soul

- GM Ready to Close Plants in China - China November Sales Up 18% - U.S. November Sales Look Good, Maybe - Mazda Says EV Sales Slump Will Help the Automaker - Honda Prologue Sales Top 25,000 In 2024 - Honda Launches Police Motorcycles in U.S. - Li Auto to Charge Idle Fee at Charging Network - Exxon Names Dan Ammann Head of Oil and Gas Business - Forvia Hires ZF's Fischer As New CEO - BYD's 2nd Cargo Ship Heads to Europe

- GM Ready to Close Plants in China - China November Sales Up 18% - U.S. November Sales Look Good, Maybe - Mazda Says EV Sales Slump Will Help the Automaker - Honda Prologue Sales Top 25,000 In 2024 - Honda Launches Police Motorcycles in U.S. - Li Auto to Charge Idle Fee at Charging Network - Exxon Names Dan Ammann Head of Oil and Gas Business - Forvia Hires ZF's Fischer As New CEO - BYD's 2nd Cargo Ship Heads to Europe

Welcome to Courtside Financial Podcast - Episode 247! Today, we're diving into NIO's ambitious multi-brand strategy, featuring the launch of their Onvo and Firefly brands, and their bold ET9 flagship sedan. Plus, we'll analyze Tesla's innovative marketing tactics in China and the rapid expansion of EV infrastructure in the U.S.

In this episode of China EVs & More, Tu Le and Lei Xing dive into the booming September sales figures in China's EV market and the ongoing impact of geopolitical factors on the global automotive industry. They analyze the latest trends, such as the shift towards EREVs (Extended Range Electric Vehicles), China's competitive dynamics, and the EU's new tariffs targeting Chinese EVs. Additionally, the co-hosts explore the future of vehicle design and innovation driven by consumer and market demands in China.Key Topics Covered:•September Sales Records: Analysis of exceptional sales performances by key players, including BYD, Li Auto, and NIO.•Stimulus Impact: How China's recent economic measures are driving consumer confidence and boosting EV sales.•Global Competition: The challenges faced by legacy automakers like GM, Ford, and European brands amidst the rise of Chinese EV makers.•EU Tariffs: Implications of the newly approved tariffs on Chinese EVs and their impact on global trade dynamics.•Future of Design: Predictions on how China's market preferences are shaping global vehicle design and form factors.This episode offers deep insights into the dynamic and rapidly evolving EV landscape, providing listeners with a comprehensive understanding of where the industry is headed.List of Mentioned CompaniesAutomakers:1.BYD2.Tesla3.NIO4.Li Auto5.XPeng6.LeapMotor7.ZEEKR8.ARCFOX9.AITO10.Deepal11.Chang'an12.Dongfeng13.GM (General Motors)14.Ford15.Hyundai16.Kia17.Cadillac18.Buick19.SAIC Volkswagen20.Renault21.Stellantis22.Great Wall Motor23.TANKTechnology and Battery Companies:1.CATL2.Gotion3.Mobileye4.Intel5.QualcommOther Key Mentions:1.Ministry of Commerce (China)2.Macron (France)3.EU (European Union)4.Stellantis-LeapMotor Partnership5.Refraction AI (Autonomous Delivery Startup)This list highlights the wide range of companies and entities discussed in the podcast, reflecting the multifaceted dynamics of the global EV and mobility sectors.

The EV industry is heating up, and NIO is making bold moves with a $20 billion bet on its future. Meanwhile, XPENG is quietly cashing in on tech revenue, raking in 60% profit margins thanks to a lucrative partnership with Volkswagen. Is NIO's high-stakes strategy sustainable, and how does XPENG's tech play fit into the broader EV market dynamics?

- Stellantis Had a Bad Q3 - UAW Locals Back Off Stellantis Strikes - Li Auto Has Blowout Quarter - Ford Idles Lightning Until Next Year - CATL Working on Heavy-Duty Battery Swapping - McLaren Auto Could Change Ownership Hands - Toyota Partners to Bring AI to AVs - Hyundai's Next-Gen Passenger FCEV - A Kia Off-Road Van? - Toyota Imagines Convertible 2-Door 4Runner

- Stellantis Had a Bad Q3 - UAW Locals Back Off Stellantis Strikes - Li Auto Has Blowout Quarter - Ford Idles Lightning Until Next Year - CATL Working on Heavy-Duty Battery Swapping - McLaren Auto Could Change Ownership Hands - Toyota Partners to Bring AI to AVs - Hyundai's Next-Gen Passenger FCEV - A Kia Off-Road Van? - Toyota Imagines Convertible 2-Door 4Runner

China is transitioning from a property-led economy to one focused on advanced manufacturing. It already leads the world in electric car production and the batteries that power them. And it's also a growing force in renewables, robotics and biotech. Investment manager Helen Xiong discusses some of the growth companies involved, why concerns about overcapacity seem overstated and why rising trade barriers have implications for stocks traded inside and outside China. Background:Helen Xiong is an investment manager in Baillie Gifford's Global Alpha Team and recently became joint deputy manager of The Monks Investment Trust. In this episode of Short Briefings on Long Term Thinking she discusses why global growth investors can't ignore China even if they don't directly own stakes in any of its companies.She describes how the country has made ‘advanced manufacturing' a strategic priority, laying the foundations for future growth. This has already yielded results, with companies such as the electric vehicle maker Li Auto and battery producer CATL creating long-term value for shareholders – with the prospect of more to come.Xiong suggests that ‘rising trade barriers' are one consequence of Western nations' seeking to protect domestic industries and discusses how she takes this into account when deciding which companies to back. In addition, she considers the implications of Chinese retaliation and what that might mean for some of the US and Europe's leading exporters.Xiong also shares her view on recent stimulus by the Chinese central bank and government agencies, focusing on signals of a shift that could create long-term shareholder value. Resources: China: finding the new shoots of growthJonathan Haidt: The Righteous Mind – Why Good People are Divided by Politics and Religion More from Helen Xiong:Beyond NVIDIA: investing across the semiconductor ecosystemGlobal Alpha Investor Forum 2024 Companies mentioned include:Li AutoCATL Timecodes:00:00    Introduction1:30      The advantage of being Chinese, African and European3:00      Relationships v individualism5:15      China's post-Covid economy7:00      Why China matters to global investors8:30      Overcapacity: a feature, not a bug10:15    Brutal competition10:55    Investing in Li Auto13:45    Li Xiang's attention to detail14:30    The car industry's iPhone moment16:25    Trade tariffs18:20    Potential Chinese retaliation19:35    Chinese regulators20:35    Stimulus21:35    Focusing on long-term shareholder value22:20    Book choice23:45    Conclusion

In this episode of Courtside Financial, I (Obi, your host and a proud NIO investor and enthusiast) dive deep into the explosive growth of Chinese electric vehicle (EV) makers during the golden months of September and October. With NIO, BYD, and Li Auto setting record-breaking sales, the landscape of the EV industry is evolving rapidly. We'll explore how these companies are reshaping the luxury and mass markets, breaking traditional boundaries, and competing with legacy automakers like Tesla. Tune in as we discuss: BYD's incredible 420,000 units sold in September NIO's steady rise, with Ledao L60 ramping up production The dominance of Li Auto and the emergence of new players How domestic Chinese brands are pushing past international competition What this all means for the future of EVs and the greater market Join me as I break down these numbers and give insights into what this means for investors, consumers, and the global auto industry. Don't miss this episode of the Courtside Financial Podcast — your go-to source for business and tech insights. Be sure to like, subscribe, and share to stay updated!

In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über die Folgen des Konflikts im Nahen Osten für die Märkte, Buffets Millionenvolte und eine erneute Gewinnwarnung von Volkswagen. Darüber hinaus geht es um Bank of America, Nike, Springer Nature, iShares MSCI China ETF (WKN: A2PGQN), Xtrackers Harvest CSI 300 ETF (WKN: DBX0NK), Xtrackers FTSE China 50 ETF (WKN: DBX1FX), iShares Dow Jones China Offshore 50 ETF (WKN: A0F5UE), HSBC Hang Seng Tech ETF (WKN: A2QHV0), JD, Meituan, Alibaba, Tencent, Xiaomi, Li Auto, Netease, Lenovo, Trip.com, Haier Smart Home, Xpeng, Baidu, Semiconductor Manufacturing und iShares iBonds Dec 2025 Term € Corp ETF (WKN: A3EGGL), Link: https://www.ishares.com/de/privatanleger/de/produkte/332478/ Wir freuen uns an Feedback über aaa@welt.de. Ab sofort gibt es noch mehr "Alles auf Aktien" bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

- U.S. August SAAR Falls To 15.2M - BYD Profits Up 33% Despite Price War - Li Auto Profits Plummet 52% - Hyundai Doubles Down on EREVs - GM and Samsung Finalize Battery Plant Deal - Another Aussie Takes Top Design Position - Lexus ID's Body Structure as A Weakness - Acura Refreshes the RDX - VW Misses Cost Cutting Goals - 3 Chinese OEMs To Manufacture in Algeria - Xpeng Hunts for EU Plant - Mercedes Pure Speed Headed to Limited Production

- U.S. August SAAR Falls To 15.2M - BYD Profits Up 33% Despite Price War - Li Auto Profits Plummet 52% - Hyundai Doubles Down on EREVs - GM and Samsung Finalize Battery Plant Deal - Another Aussie Takes Top Design Position - Lexus ID's Body Structure as A Weakness - Acura Refreshes the RDX - VW Misses Cost Cutting Goals - 3 Chinese OEMs To Manufacture in Algeria - Xpeng Hunts for EU Plant - Mercedes Pure Speed Headed to Limited Production

Tu and Lei open this podcast with a discussion of Polestar launching production of it's Polestar 3 in the US, South Carolina. They quickly shift the conversation over to XPeng's 10 year anniversary and discuss what they remember about XPeng over the last 10 years. Lei and Tu then move to discuss the speed of change and product refreshes. The automotive space hasn't seen this frequency of refreshes ever. Tu changes subject over to General Motors (GM) restructuring the China business along with a brief history lesson for GM doing business in China. The discussion moves over to a 15 minute CNBC video that was posted that compares the US Model Y to 4 Chinese branded vehicles: BYD, Li Auto, NIO and XPeng that Tu contributed to and was interviewed for. The podcast closes out with a discussion on the Merc EQE that caught on fire in an underground parking structure outside of Seoul, South Korea which sparked a HUGE uproar about the safety of EVs and who supplies which batteries to what vehicles. 

- Audi Is a Damaged Brand in China - U.S. July Sales Inch Up - Fisker, Jaguar Hurt Magna Earnings - Volvo Up in Europe, Down in China - Nio and Li Auto See Sales Skyrocket in China - Mobileye Drops on Softening ADAS Market - Toyota GR Corolla Gets Automatic - Toyota Gets Stella CV for EU - Top GM Employees Can Make More Money - BYD Customers Mad About Price Cuts

- Audi Is a Damaged Brand in China - U.S. July Sales Inch Up - Fisker, Jaguar Hurt Magna Earnings - Volvo Up in Europe, Down in China - Nio and Li Auto See Sales Skyrocket in China - Mobileye Drops on Softening ADAS Market - Toyota GR Corolla Gets Automatic - Toyota Gets Stella CV for EU - Top GM Employees Can Make More Money - BYD Customers Mad About Price Cuts

In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Daniel Eckert und Nando Sommerfeldt über eine Erlaubnis für die Lufthansa, gute Tage für E-Auto-Aktien und einen Pharma-Langläufer aus Ungarn. Außerdem geht es um Hannover Rück, Munich Re, Siemens Energy, Leonardo, Grenke, Tesla, Nvidia, Broadcom, Micron Technology, Apple, Microsoft, Nio, XPeng, Li Auto, Amundi US Curve steepening 2-10Y ETF (WKN: LYX00G), Amundi US Treasury 10Y Daily -2x Inverse ETF (WKN: LYX0RP), WisdomTree US Treasuries 10Y 3x Daily Short (WKN: A1VF93), Gedeon Richter (WKN: A1W16N) Wir freuen uns an Feedback über aaa@welt.de. Ab sofort gibt es noch mehr "Alles auf Aktien" bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Should investors' strategy shift as the market takes the turn into the second half? Solus' Dan Greenhaus maps out his forecast for the next few months. Plus, Former Fed Vice Chair Rich Clarida breaks down his rate cut forecast and where the rally could be heading from here. And, EV makers Tesla, Nio and Li Auto popped in today's session. We tell you what's driving those moves higher. 

- Tavares Tells Suppliers to Cut Prices…Or Else - Manchin Urges Automakers to Sue Treasury Department - Li Auto Slashes Sales Forecast…Again - Nio Gets Approval For 3rd China Factory - Volvo Kicks Off Production of Electric EX90 In U.S. - Musk Asks Nvidia To Send Chips to X and xAI Instead of Tesla - Ford's EV and Hybrid Sales Up 65% In May - BAIC and Zeekr Get Approval to Test L3 Systems in China - BMW Unveils New 1-Series - VW Expands ID.7 Lineup in Europe - Autoline's 2024 Industry Report Card

- Tavares Tells Suppliers to Cut Prices…Or Else - Manchin Urges Automakers to Sue Treasury Department - Li Auto Slashes Sales Forecast…Again - Nio Gets Approval For 3rd China Factory - Volvo Kicks Off Production of Electric EX90 In U.S. - Musk Asks Nvidia To Send Chips to X and xAI Instead of Tesla - Ford's EV and Hybrid Sales Up 65% In May - BAIC and Zeekr Get Approval to Test L3 Systems in China - BMW Unveils New 1-Series - VW Expands ID.7 Lineup in Europe - Autoline's 2024 Industry Report Card

This podcast starts with a discussion on the NEV take rate hitting 52% and Tu points out that it's a massive number that is also getting help from the steep dropoff of ICE sales. They also both take a few moments to discuss the softness in demand that Tesla is feeling and how its likely adding pressure for them to continue to cut prices in order to keep the factory running and keep factory utilization high.They then also scrutinize Li Auto's original aggressive 2024 sales forecast and how that's been dialed back as well. Tu again reiterates that within the next couple years, Chinese IP will be in European branded vehicles both sold in China and Europe. The conversation then shifts to the potential additional EU tariffs on Chinese imported EVs and which brands and products will likely be affected and retaliated on. Tu closes out the podcast with a summary of a Reuters interview of Carlos Tavares, Stellantis Global CEO. Climate ConfidentWith a new episode every Wed morning, the Climate Confident podcast is weekly podcast...Listen on: Apple Podcasts Spotify

In today's episode, Peter Garnry is back in the studio with Søren Otto. In this episode they mainly focus on Nvidia's upcoming earnings. They also discuss Li Auto, Palo Alto, Microsoft, AstraZeneca and JP Morgan. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Click here to open an account with Saxo.

- Tesla Model 2 Coming in 20 Months - Nissan, Li Auto Postpone EV Intros - China Increases Dominance of EV Raw Materials - EV Owners Want Safe Charging Stations - Ford Pro's Latest EV Van - London Electric Launches EV Van in China - BMW, Volvo, VW Group Face Sales Ban in U.S. - Toyota Planning PHEV Tundra and Sequoia? - Tesla FSD Now Semi Hands-Free - Tesla Keeps Hiding Easter Eggs

- Tesla Model 2 Coming in 20 Months - Nissan, Li Auto Postpone EV Intros - China Increases Dominance of EV Raw Materials - EV Owners Want Safe Charging Stations - Ford Pro's Latest EV Van - London Electric Launches EV Van in China - BMW, Volvo, VW Group Face Sales Ban in U.S. - Toyota Planning PHEV Tundra and Sequoia? - Tesla FSD Now Semi Hands-Free - Tesla Keeps Hiding Easter Eggs

Tu starts off the podcast with an update on what he's been up to the last few days including visiting Jiyue and getting a sneak peek of the Jiyue 07 and attending the launch event for the Zeekr 009 Grand, a 4 seat executive MPV.Tu also had a chance to get a close look at the Xiaomi SU7 in the flesh. That transitions into a full discussion about Xiaomi and what they need to do to build on the success of the SU7.Tu and Lei then pivot back into a detailed discussion of the 009 Grand and their expectations for the super luxe vehicle. The segment closes out on Tu and Lei talking a bit about the new Li Auto L6, their smallest EREV in the lineup, but still a clone of the others. Lei lists out all the debuts that will occur during the lead up and at the auto show. 

There's a lot of outrage currently about China's attempts to grow its EV market, at the expense of the US economy. But the truth is that the Chinese EV market wouldn't be where it is today without the generous funding it received (and continues to receive) from the US, Western governments, and multinational companies looking to cash in on the next big thing.So let's talk about the ways in which China's EV industry is funded by the US, both directly and indirectly, partly with the help of your pension fund.Chapters (00:00) Introduction (03:15) Timeline of China's EV industry (12:20) The threat of Chinese made EVs (15:00) #1: The West was happy with China's EV development (when it benefited them) (20:40) #2: China's EV market was funded with US FDI and investor capital(28:45) #3: China's investment scene is better than Silicon Valley(39:30) The West as get rich quick schemeBuy me a coffee: https://www.buymeacoffee.com/sinobabblepodSupport the Show.Sign up for Buzzsprout to launch your podcasting journey: https://www.buzzsprout.com/?referrer_id=162442Subscribe to the Sinobabble Newsletter: https://sinobabble.substack.com/Support Sinobabble on Buy me a Coffee: https://www.buymeacoffee.com/Sinobabblepod

Plus: Sam Altman invests in a startup intended to provide clean energy to data centers. And Disney's chief technology officer departs. Alex Ossola hosts. Listening on Google Podcasts? Here's our guide for switching to a different podcast player. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today we dug into the latest markets news, including upcoming earnings, IPOs, and what impact — if any — the recent bitcoin halving had on its value. But the money news did not stop there.We also had two new venture capital funds to discuss, including a new vehicle from Seraphim focused on space, and TLcom Capital's new Africa-focused fund. From there, it was time to chat EVs and what impact recent price cuts are having on the value of EV companies.To close out, we dug into the emerging startup cluster in vector databases and search. In short, normal databases are hot garb at the sort of queries we need for AI, while vector search is pretty good at it. Enter startups, enter venture capital. And, enter the biggest tech companies. May the startups win.Equity is TechCrunch's flagship podcast and posts every Monday, Wednesday and Friday, and you can subscribe to us on Apple Podcasts, Overcast, Spotify and all the casts.You also can follow Equity on X and Threads, at @EquityPod.For the full interview transcript, for those who prefer reading over listening, read on, or check out our full archive of episodes over at Simplecast. Credits: Equity is hosted by TechCrunch's Alex Wilhelm and Mary Ann Azevedo. We are produced by Theresa Loconsolo with editing by Kell. Bryce Durbin is our Illustrator. We'd also like to thank the audience development team and Henry Pickavet, who manages TechCrunch audio products.

Chuck Zodda and Mike Armstrong discuss how the latest TikTok ban proposal in the US House is going to get major pushback from China. Tesla and Li Auto cut prices in China as EV competition ramps up. Reversing the real-estate doom loop is possible, just ask Detroit. Americans have a new TV habit. Subscribe, watch, cancel, repeat.