Is AI a bottomless money pit? Goldman Sachs outlines a path to profitability: autonomous driving will unlock trillion-dollar profit pools.

Goldman Sachs analysts believe that the deployment of autonomous driving relies not only on proprietary technologies developed by companies such as Waymo, Tesla, and Pony AI but also benefits from commercial Physical AI tools provided by companies like NVIDIA. It is forecasted that the global Robotaxi market will reach USD 415 billion by 2035, while the autonomous truck market size will be even larger at USD 560 billion, with a combined gross profit exceeding USD 280 billion.

wallstreetcnApr 18 14:38

Express News | Geely Auto's Gan Jiayue: Zeekr 9X and 8X expected to enter overseas markets as early as the third quarter.

BreakingsApr 17 21:57

Geely Galaxy Launches Starshine 7 Pre-sales, Deepening Hybrid Layout

CnEVPostApr 17 18:00

Phillip Securities Downgrades Geely Automobile to Accumulate From Buy; Price Target Is HK$26.60

MT NewswiresApr 17 17:01 · Ratings

Summary of Hong Kong stock ratings: Guosen Securities maintains a 'Buy' rating for Xiaomi Group.

Cailian Press will regularly compile ratings and target prices from various institutions for Hong Kong stocks.

cls.cnApr 17 15:11

China Automobile Dealers Association: The auto market is steadily recovering in the second half of the month, with passenger vehicle sales expected to reach 1.6 million units this month.

The China Automobile Dealers Association released its half-monthly report on the passenger vehicle market for April, stating that in the first half of April, the passenger vehicle market transitioned from a post-Chinese New Year recovery phase in March to a short-term adjustment period. Overall demand showed a moderate decline compared to the same period in March. However, with the growing anticipation surrounding the Beijing International Auto Show in late April, the launch of several key new models expected to stimulate consumer demand, and the pull of pre-May Day holiday car purchases, it is projected that the passenger vehicle market will steadily rebound in the second half of April, maintaining a stable and positive operational rhythm. The passenger vehicle market in April will demonstrate resilience, with final sales expected to remain largely on par with March, and total monthly retail sales likely to reach 1 million units.

AASTOCKSApr 17 07:26