Trump Tells Inner Circle That Musk Will Leave Soon
- 川普向核心圈透露馬斯克將退出團隊核心角色，轉為低調支持，雙方關係仍正面但未說明具體原因。
China Restricts Companies From Investing in US as Tensions Rise
- 中國限制企業對美投資以反制關稅，加劇貿易緊張並引發市場與供應鏈不確定性。
Why is TSLA up 5% today?
- 特斯拉股價逆勢上漲5%，可能因市場操縱或未公開利好，儘管銷量下滑與政治支持失利。
The Folksam Group (Sweden) is selling entire shareholding in Tesla
- 瑞典Folksam集團因特斯拉違反工會權益準則，決定出售所有持股。
Tesla reports 336,000 vehicle deliveries in first quarter
- 特斯拉Q1交付量33.6萬輛低於預期，反映需求放緩、競爭加劇及馬斯克政治爭議衝擊。
US tourism officials sound alarm, tourist flights to US sink 70%
- 美國旅遊業因政策影響面臨70%航班下滑，恐損失140億美元與14萬就業機會。
NYT: Amazon submits last-minute bid to acquire TikTok
- 亞馬遜在截止日前競購TikTok，但交易成敗取決於美國政府對中國所有權的國安審查。
Trump Media shares drop after warning insiders could sell stock
- 特朗普媒體公司股價因內部股東潛在拋售警告暴跌，凸顯財務薄弱與投機性估值風險。
Atlanta Fed's GDP estimate -3.7%
- 亞特蘭大聯儲GDPNow模型預測經濟萎縮3.7%，突顯即時數據在波動期的預測價值。
Wait a second. Does this look concerning.
- 市場與機構對美國衰退機率預測飆升，反映經濟前景惡化擔憂。
Tesla Hidey Hole (Richmond, VA)
- 作者批評馬斯克的「現實扭曲力場」掩蓋特斯拉經營問題，但短期散戶熱情仍支撐股價。
Liberation Day: Trump prepares new tariffs but promises to be nice
- 川普擬宣布新關稅，市場關注政策寬鬆可能性是否引發意外反彈。
Rivian posts sharp fall in quarterly deliveries as soft demand weighs
- Rivian Q1交付量年減36%，反映電動車需求疲軟與關稅政策衝擊。
Mercedes Weighs Pulling US Entry-Level Cars Over Tariffs
- 賓士考慮因25%關稅撤出入門車型，顯示貿易政策對跨國企業策略影響。
Newsmax spikes 700% in first trading day on NYSE
- 保守派媒體Newsmax上市首日暴漲700%，反映政治光環效應與資本市場熱度。
TSMC's $100B Pledge Fails to Convince Investors
- 台積電千億美元在美投資計畫因細節模糊與政治不確定性未能提振市場信心。
The AI trade is far from over
- AI需求推動半導體長期成長，短缺現象利好龍頭企業如NVIDIA與台積電。
Trump to announce new 20% tariffs on all trading partners
- 川普擬對所有貿易夥伴課20%關稅，引發產業成本與投資策略調整焦慮。
r/Stocks Daily Discussion Wednesday - Apr 02, 2025
- 股票論壇提供日常市場討論與資源整合，涵蓋主題分析與新手指引。
Do index funds and ETFs regularly change holdings?
- 投資者詢問非科技股指數基金是否存在，並釐清被動型基金持股調整規則。
Interesting Stocks Today (04/2)
- 短線交易機會聚焦關稅政策、TikTok禁令與特斯拉技術位，強調事件驅動策略。
China, Japan, South Korea will jointly respond to US tariffs
- 中日韓重啟經濟對話聯合反制美國關稅，加速亞洲區域經濟整合。
Thoughts on gene editing stocks? Getting smoked
- 基因編輯股因政治風險暴跌，引發「抄底」長期創新價值與政策不確定性

- [4. ```
The Folksam Group (Sweden) is selling i``` entire shareholding in Tesla
```](#4-```
the-folksam-group-sweden-is-selling-i```-ent)
- [5. ```
Tesla repor``` 336,000 vehicle deliveries in first quarter
```](#5-```
tesla-repor```-336-000-vehicle-deliveries-in)
- [6. ```
US tourism officials sound alarm, tourist fligh``` to US sink 70% and could impact up to 140k hospitality jobs and $14B in economic spending
```](#6-```
us-tourism-officials-sound-alarm-tourist-fli)
- [7. ```
NYT: Amazon has submitted a last-minute bid to acquire TikTok ahead of Saturday's deadline
```](#7-```
nyt-amazon-has-submitted-a-last-minute-bid-t)
- [8. ```
Trump Media shares drop after warning the presidents trust and other insiders could sell stock
```](#8-```
trump-media-shares-drop-after-warning-the-pr)
- [9. ```
Atlanta Feds GDP estimate -3.7%
```](#9-```
atlanta-feds-gdp-estimate-3-7-
```)
- [10. ```
Wait a second. Does this look concerning.
```](#10-```
wait-a-second-does-this-look-concerning-
``)
- [11. ```
Tesla Hidey Hole (Richmond, VA)- Don't believe the numbers tomorrow but the ERDF is real.
```](#11-```
tesla-hidey-hole-richmond-va-don-t-believe-)
- [12. ```
Liberation Day: Trump prepares to announce new round of customs duties but promises to be nice
```](#12-```
liberation-day-trump-prepares-to-announce-n)
- [13. ```
Rivian pos``` sharp fall in quarterly deliveries as soft demand weighs
```](#13-```
rivian-pos```-sharp-fall-in-quarterly-deliv)
- [14. ```
Mercedes Weighs Pulling US Entry-Level Cars Over Tariffs
```](#14-```
mercedes-weighs-pulling-us-entry-level-cars)
- [15. ```
Conservative cable channel Newsmax spikes more than 700% in first trading day on NYSE
```](#15-```
conservative-cable-channel-newsmax-spikes-m)
- [16. ```
TSMCs $100B Pledge Reportedly Fails to Convince Investors, Analys```  Retail Remains Bearish
```](#16-```
tsmcs-100b-pledge-reportedly-fails-to-convi)
- [17. ```
The AI trade is far from over.
```](#17-```
the-ai-trade-is-far-from-over-
```)
- [18. ```
Trump to announce new 20% tariffs this week on every single US trading partner, not just the initial group of 10-15 countries prev. stated
```](#18-```
trump-to-announce-new-20-tariffs-this-week-)
- [19. ```
r/Stocks Daily Discussion Wednesday - Apr 02, 2025
```](#19-```
r-stocks-daily-discussion-wednesday-apr-02-)
- [20. ```
Do index funds and ETF's regularly change their holdings?
```](#20-```
do-index-funds-and-etf-s-regularly-change-t)
- [21. ```
Interesting Stocks Today (04/2)
```](#21-```
interesting-stocks-today-04-2-
```)
- [22. ```
America is going to get rocked. China, Japan, South Korea will jointly respond to US tariffs, Chinese state media says
```](#22-```
america-is-going-to-get-rocked-china-japan-)
- [23. ```
Though``` on gene editing stocks? Getting smoked
```](#23-```
though```-on-gene-editing-stocks-getting-sm)
- [24. ```
Tesla car sales in France, Sweden drop to lowest first-quarter in four years
```](#24-```
tesla-car-sales-in-france-sweden-drop-to-lo)
- [25. ```
Buying a large position/ or an entire micro cap company?
```](#25-```
buying-a-large-position-or-an-entire-micro-)

---

## 1. ```
Trump Tells Inner Circle That Musk Will Leave Soon
``` {#1-```
trump-tells-inner-circle-that-musk-will-leav}

這篇文章的核心討論主題是：**美國前總統川普與企業家馬斯克（Elon Musk）之間政治合作關係的調整**。  

具體重點包括：  
1. **馬斯克將退出當前在川普團隊中的核心角色**（如「治理夥伴」、「華盛頓打手」等），轉向較低調的支持性角色。  
2. **雙方關係仍保持正面**，川普對馬斯克主導的「政府效率部門」（Department of Government Efficiency）計畫仍表滿意，但共同認為馬斯克需回歸其商業事業。  
3. **決策背景未明確說明**，但暗示可能是因馬斯克的政治參與引發爭議或策略性調整。  

整體而言，文章聚焦於兩人合作動態的變化及其可能的政治影響。

- **Reddit 連結**: [https://reddit.com/r/stocks/comments/1jpri9n/trump_tells_inner_circle_that_musk_will_leave_soon/](https://reddit.com/r/stocks/comments/1jpri9n/trump_tells_inner_circle_that_musk_will_leave_soon/)
- **外部連結**: [https://www.reddit.com/r/stocks/comments/1jpri9n/trump_tells_inner_circle_that_musk_will_leave_soon/](https://www.reddit.com/r/stocks/comments/1jpri9n/trump_tells_inner_circle_that_musk_will_leave_soon/)
- **發布時間**: 2025-04-02 23:32:03

### 內容

https://www.politico.com/news/magazine/2025/04/02/trump-musk-leaving-political-liability-00265784

> President Donald Trump has told his inner circle, including members of his Cabinet, that Elon Musk will be stepping back in the coming weeks from his current role as governing partner, ubiquitous cheerleader and Washington hatchet man.

> The president remains pleased with Musk and his Department of Government Efficiency initiative, according to three Trump insiders who were granted anonymity to describe the evolving relationship, but both men have decided in recent days that it will soon be time for Musk to return to his businesses and take on a supporting role.

### 討論

**評論 1**:

Hi, you're on r/Stocks, please make sure your post is related to stocks or the stockmarket or it will most likely get removed as being off-topic/political; feel free to edit it now and be more specific.

To everyone commenting: Please focus on how this affec``` the stock market or specific stocks or it will be removed as being off-topic/political.

If you're interested in just politics, see our wiki on "relevant subreddi```" and post to those Reddit communities instead without linking back here, thanks!

I am a bot, and this action was performed automatically. Please contact the moderators of this subreddit if you have any questions or concerns.

**評論 2**:

All back door codes and servers planted and ready to go?

**評論 3**:

Musk is restricted by his role as a special government employee, which only allows him to work with the government for 130 days.

Im surprised they are following the law on this but Musk does have a day job. He must want to pretend to be going back to doing it.

**評論 4**:

You know the damage has been done, right?

**評論 5**:

Does this have anything to do with Musk dumping money into Wisconsin and having his candidate still lose?

---

## 2. ```
China Restric``` Companies From Investing in US as Tensions Rise
``` {#2-```
china-restric```-companies-from-investing-in}

這篇文章的核心討論主題是：**中國政府近期限制本土企業對美國投資的措施，反映中美貿易緊張升級下的經濟博弈**。  

### 主要重點：
1. **政策動機**  
   - 中國透過限制企業對美投資（暫停審批新項目），作為對美國關稅政策的反制籌碼，為未來貿易談判增加槓桿。
   - 同時隱含控制資本外流、穩定人民幣匯率的意圖（過往資本外逃曾對人民幣造成壓力）。

2. **中美衝突背景**  
   - 美國總統川普計劃擴大「對等關稅」，並限制中國對美科技、能源等戰略領域的投資。
   - 中國此舉被視為「警告信號」，顯示其可能以資本流動為武器應對貿易戰。

3. **影響層面**  
   - **企業不確定性**：中企試圖通過海外投資規避貿易壁壘的難度增加（如香港CK集團案例）。
   - **市場反應**：消息公布後，美國股指期貨與歐洲股市應聲下跌。
   - **地緣延伸風險**：可能波及日韓等盟友（如美方反制觸發區域供應鏈調整）。

4. **數據佐證**  
   - 2023年中國對美投資已下降5.2%，佔總對外投資比重僅2.8%，反映雙邊關係惡化的長期趨勢。

### 作者觀點補充  
此舉是中國的「戰略威懾」，旨在預先反制美國關稅，並強化資本管制。對美國而言，可能加劇經濟摩擦的連鎖反應（如日韓企業跟進調整）。

- **Reddit 連結**: [https://reddit.com/r/stocks/comments/1jpnvpn/china_restricts_companies_from_investing_in_us_as/](https://reddit.com/r/stocks/comments/1jpnvpn/china_restricts_companies_from_investing_in_us_as/)
- **外部連結**: [https://www.reddit.com/r/stocks/comments/1jpnvpn/china_restricts_companies_from_investing_in_us_as/](https://www.reddit.com/r/stocks/comments/1jpnvpn/china_restricts_companies_from_investing_in_us_as/)
- **發布時間**: 2025-04-02 20:55:56

### 內容

>China has taken steps to restrict local companies from investing in the US, according to people familiar with the matter, in a move that could give Beijing more leverage for potentialtradenegotiations with the Trump administration.

>Several branches of Chinas top economic planning agency, the National Development and Reform Commission, have been instructed in recent weeks to hold off on registration and approval for firms that are looking to invest in the US, the people said, asking not to be identified discussing sensitive issues.

>While China has previously placed restrictions on some overseas investmen for reasons linked to concerns about national security and capital outflows, the new measures underscore tensions playing out between the worlds two biggest economies asDonald Trumpramps up tariffs. Chinas outbound investmen into the US totaled $6.9 billion in 2023, according to the latest available figures.

>Theres no sign that existing commitmen by Chinese companies in the US and elsewhere, or Chinas purchases and holdings of financial produc including US Treasuries, would be affected, the people said. Its unclear what prompted the NDRC to halt the processing of applications or how long this suspension might last.

>The NDRC and the Ministry of Commerce, both in charge of initial approvals for companies foreign investment, didnt immediately reply to a request for comment.

>US equity futures dropped to session lows after the Bloomberg report. European stocks also extended their decline.

>On Wednesday, Trump is set to unleash plans for so-called reciprocal tariffs on US partners, which will likely include China. Amemorandumissued by the US president in February told a key government committee to curb Chinese spending on tech, energy and other strategic American sectors.

>China has already been increasing scrutiny of outbound investmen``` by domestic companies after record capital outflows put pressure on the yuan, Bloomberg Newsreportedearlier this year.

>While the latest restriction mostly applies to corporate investment in the US, the move adds uncertainty for firms that are seeking to shift production abroad to bypass the trade barriers and attempt to navigate an intensifying global standoff.

>CK Hutchison Holdings Ltd.shows how difficult the environment can be for companies caught in thecrossfire. The Hong Kong-based conglomerate agreed to sell 43 por```, including two in Panama, to a consortium led byBlackRock Inc.for $19 billion in cash proceeds last month. The deal drew ire from China, which told state-owned firms topauseany new collaboration with businesses linked toLi Ka-shingand his family, Bloomberg News reported last week.

>The latest data from Chinas Ministry of Commerce showed outbound investmen``` into the US slumped 5.2% in 2023 despite an increase of 8.7% into all foreign countries. The cumulative stock of Chinas investment in the US accounted for only 2.8% of the total at the end of 2023.

>Domestic companies planning investment projec``` abroad are required to follow filing and approval procedures that usually involve the Ministry of Commerce, the NDRC and the State Administration of Foreign Exchange.

Link: [https://www.bloomberg.com/news/articles/2025-04-02/china-restric-companies-from-investing-in-us-as-tensions-rise](`https`://www.bloomberg.com/news/articles/2025-04-02/china-restric-companies-from-investing-in-us-as-tensions-rise)

My take: This is a warning shot across the bow from China. It signals that Beijing (their DC) is willing to fight with outbound investment flows as leverage ahead of the inevitable trade negotiations due to tariffs that will be announced later today (at 4 PM Eastern). Additionally, this is a way to control outbound capital (China likes controlling the yuan and dislikes their capital leaving the country).

Is this a good thing for the US? Nope. We may see additional response from Japan/ South Korea due to the agreement they've signed, so by extension we may see Korean/Japanese companies move if the US does anything in response. The ETF for Japan I use is EWJ , the ETF for South Korea I use is EWY.

### 討論

**評論 1**:

To everyone commenting: Please focus on how this affec``` the stock market or specific stocks or it will be removed as being off-topic/political.

If you're interested in just politics, see our wiki on "relevant subreddi```" and post to those Reddit communities instead without linking back here, thanks!

I am a bot, and this action was performed automatically. Please contact the moderators of this subreddit if you have any questions or concerns.

**評論 2**:

I hate that I like what china been doing recently.

**評論 3**:

Never expected I would say this, but: well done China

At this point I'm not sure if will last till midterm.

**評論 4**:

> Chinas outbound investmen``` into the US totaled $6.9 billion in 2023, according to the latest available figures

It's a symbolic gesture at best. If the $7bn FDI from China into the US is an annual figure (which is my guess), it would be about 3% of annual FDI of $227bn in 2023.

Link: https://www.bea.gov/data/intl-trade-investment/direct-investment-country-and-industry#:~:text=The%20foreign%20direct%20investment%20in,$58.9%20billion%20increase%20from%20Germany.

It would be even less as a % of total FDI if $7bn were to represent the total value of their FDI in the US.

**評論 5**:

well, if they are successful, theyll be forced to sell to trumps buddies anyways.. so whats the point

---

## 3. ```
Why is TSLA up 5% today?
``` {#3-```
why-is-tsla-up-5-today-
```}

這篇文章的核心討論主題是：**特斯拉（TSLA）股價在汽車銷量下滑和馬斯克支持的政治候選人落選的負面消息下，為何仍逆勢上漲的可能原因**。  

具體要點包括：  
1. **負面事件**：  
   - 特斯拉季度汽車銷量同比下降（33.6萬輛 vs 去年同期38.6萬輛）。  
   - 馬斯克支持的威斯康辛州候選人選舉失利。  
2. **市場異常現象**：  
   - 儘管利空消息，股價卻上漲，引發對背後原因的疑問。  
3. **潛在解釋**：  
   - 市場操縱（如做市商對沖活動）。  
   - 其他未提及的利好因素（如市場情緒、宏觀環境等）。  

整體聚焦於「股價與基本面背離」的現象及其可能驅動因素。

- **Reddit 連結**: [https://reddit.com/r/stocks/comments/1jpt6p3/why_is_tsla_up_5_today/](https://reddit.com/r/stocks/comments/1jpt6p3/why_is_tsla_up_5_today/)
- **外部連結**: [https://www.reddit.com/r/stocks/comments/1jpt6p3/why_is_tsla_up_5_today/](https://www.reddit.com/r/stocks/comments/1jpt6p3/why_is_tsla_up_5_today/)
- **發布時間**: 2025-04-03 00:40:26

### 內容

TSLA car sales came down today(336k vs 386k from last yr) and Musks supported candidate lost in Wisconsin.

I``` baffling to see stock still up today, is it because of market makers hedging or something else?

### 討論

**評論 1**:

Cause everyone I know went short at ~235 lol

**評論 2**:

Take your pick:

Meme stock

Elon maybe stepping away from Trump administration

Big money knew everyone went short and is taking the other side of the trade

**評論 3**:

The real reason is because reddit bought pu```

**評論 4**:

Because it's tesla? stop putting logic into meme stocks.

**評論 5**:

Maybe because there are rumors that Musk might be stepping away from DOGE and will be less involved with the government in the coming weeks.

---

## 4. ```
The Folksam Group (Sweden) is selling i``` entire shareholding in Tesla
``` {#4-```
the-folksam-group-sweden-is-selling-i```-ent}

這篇文章的核心討論主題是：  

**Folksam Group 因特斯拉在工會權利問題上的立場與其投資標準不符，決定出售所有特斯拉股份。**  

具體要點包括：  
1. **出售原因**：特斯拉對工會權利的態度與 Folksam 的投資準則（基於國際公約和聯合國全球契約）相衝突。  
2. **嘗試未果**：Folksam 曾試圖影響特斯拉改變立場，但未見改善，因此決定撤資。  
3. **官方聲明**：Folksam 的資產管理與永續發展主管表示，此結果非其所願，但基於原則不得不採取行動。  

簡言之，文章聚焦於 **企業社會責任（ESG）與投資決策的關聯**，尤其是勞工權益如何影響機構投資者的持股選擇。

- **Reddit 連結**: [https://reddit.com/r/stocks/comments/1jpks8j/the_folksam_group_sweden_is_selling_its_entire/](https://reddit.com/r/stocks/comments/1jpks8j/the_folksam_group_sweden_is_selling_its_entire/)
- **外部連結**: [https://www.reddit.com/r/stocks/comments/1jpks8j/the_folksam_group_sweden_is_selling_its_entire/](https://www.reddit.com/r/stocks/comments/1jpks8j/the_folksam_group_sweden_is_selling_its_entire/)
- **發布時間**: 2025-04-02 17:51:29

### 內容

The Folksam Group is selling i``` entire shareholding in Tesla, the insurance company states in a press release.

The reason is Tesla's stance on union righ, which conflic with Folksam's investment criteria.

The insurance giant states that it has tried to influence the electric car company to bring about a change, without resul```.

"Unfortunately, no improvement has been seen and a decision has therefore been made to divest the holding," the Folksam Group writes in the press release.

- This is not the result we had hoped for, says Marcus Blomberg, Head of Asset Management and Sustainability at the Folksam Group.

The Folksam Group's investment criteria are based on international conventions and the UN Global Compact.

https://www.tv4.se/artikel/3itFFt5A7z6wux3VPLPeDL/folksam-saeljer-alla-tesla-aktier

### 討論

**評論 1**:

Makes you wonder what Norway will do with i35mla shares if things continue

https://www.nbim.no/en/investmen/all-investmen/#/2024/investmen```/equities/8392/Tesla%20Inc

**評論 2**:

As someone with long ties to Folksam - about time!

The statement about it being due to unions, I would say, is only the public statement. That issue has been going on for years and there have been a lot better momen``` to exit.

Folksam, like many others, sees the writing on the wall.

**評論 3**:

Using code formatting is bad for the readability of this post. Very bad.

**評論 4**:

It's a small stake but still a signal that Pension funds and other institutional investors are souring on Tesla

Not only because i``` fundamentals are bad

But it has to do with ethics and mostly Elon

Also Tesla refuses to conform to Union bargaining which is the modus operandi on the Swedish labor market. The state does not involve themselves in disputes between unions and corporations unless laws are broken.

Union laws are strong in Sweden. So Tesla has been under an embargo for a year or so from several unions because they refuse to sign a deal with IF Metall - the Industry union. Which has led to Tesla not even getting the registration plates for their cars because another union has put in an embargo on delivering mail to Tesla. Several unions have gone in against Tesla in solidarity with IF Metall

So Tesla Sweden is kinda cooked since IF Metall can keep the strike up for about a hundred years or more.

**評論 5**:

Took them long enough. Fucking opportunis who hold shares in a company run by one of the world's most famous facis. Same with Norway. Don't pretend to be progressive or care about ESG (in i```elf a marketing term, worth exactly zero) but invest in Tesla.

---

## 5. ```
Tesla repor``` 336,000 vehicle deliveries in first quarter
``` {#5-```
tesla-repor```-336-000-vehicle-deliveries-in}

這篇文章的核心討論主題是：**特斯拉在2025年第一季度的車輛交付量、生產表現及相關挑戰**，具體包括以下重點：

1. **交付與生產數據低於預期**  
   - 交付量為336,000輛，低於分析師預期的360,000–377,590輛，且較2024年同期（386,810輛）顯著下滑。  
   - 產量（362,000輛）高於交付量，反映需求放緩或庫存壓力。

2. **營運與市場挑戰**  
   - 工廠部分停產以升級Model Y生產線，可能影響短期產能。  
   - 面臨激烈電動車競爭，歐洲市場份額大幅下滑（如德國市占從16%降至4%）。  
   - 因馬斯克的政治立場（支持川普、涉入歐洲極右派政治）引發抵制與抗議，影響品牌形象。

3. **財務與股價表現**  
   - 股價單季暴跌36%，市值蒸發4600億美元，創2022年以來最差表現。  

4. **長期隱憂**  
   - 馬斯克兼任政府職務（如美國政府效率部門負責人）可能分散其對特斯拉的專注度。  
   - 核心車型Model Y的銷售前景與市場信心受挑戰。  

**總結**：文章聚焦特斯拉在產銷數據、市場競爭、政治爭議及財務表現上的多重壓力，反映其短期困境與長期不確定性。

- **Reddit 連結**: [https://reddit.com/r/stocks/comments/1jpo69r/tesla_reports_336000_vehicle_deliveries_in_first/](https://reddit.com/r/stocks/comments/1jpo69r/tesla_reports_336000_vehicle_deliveries_in_first/)
- **外部連結**: [https://www.reddit.com/r/stocks/comments/1jpo69r/tesla_reports_336000_vehicle_deliveries_in_first/](https://www.reddit.com/r/stocks/comments/1jpo69r/tesla_reports_336000_vehicle_deliveries_in_first/)
- **發布時間**: 2025-04-02 21:10:00

### 內容

Teslareported 336,000 vehicle deliveries in the first quarter of 2025, two days after the electric vehicle companys stock wrapped up i``` worst quarter since 2022.

Here are the key numbers:

Total deliveries Q1 2025: 336,000
Total production Q1 2025: 362,000

Investors were expecting Tesla to report deliveries of between 360,000 and 370,000 vehicles, according to StreetAccount. Teslas investor relations team sends a company-compiled consensus to select analys```, and said the average estimate was for around 377,590 deliveries. Prediction market company Kalshion Tuesday released a forecast for Tesla deliveries of 352,000.

In the first quarter of 2024, Tesla reported 386,810 deliveries, and production of 433,371 vehicles.

Deliveries are the closest approximation of vehicle sales reported by Tesla but are not precisely defined in the companys shareholder communications.

Tesla doesnt break out sales and production by model or region. However, the company said that it produced 345,454of i``` most popularModel 3 and Model Y carsand delivered 323,800 of them in the three months ending March 31.

The company reported 12,881 deliveries of i other models, including i angular steel Cybertruck.

During the quarter, Tesla faced planned, partial shutdowns in some of i factories that allowed the company to upgrade manufacturing lines to start producing a redesigned version of i popular Model Y SUV.

CEO Elon Musk recently said during anall-handssession with Tesla employees that he expec``` the Model Y to be the best-selling car on Earth again this year.

But Tesla has to contend with an onslaught of EV competition and reputational damage. In the first quarter, the company was hit with waves ofprotes, boycot and some criminal activity that targeted Tesla vehicles and facilities in response to Musks political rhetoric and his work as part ofPresident Donald Trumpssecond administration.

After spending $290 million to help return President Donald Trump to the White House, Musk is leading the Department of Government Efficiency (DOGE), where hes slashing cos```, eliminating regulations and cutting tens of thousands of federal jobs.

Musk, the worlds wealthiest person, has also involved himself in European politics, promoting the anti-immigrant AfD party in Germany in Februarys elections. Teslas business on the continent is struggling.

Across 15 European countries, Teslas market share declined to 17.9% in the first quarter from 9.3% in the same period a year earlier, according to data tracked by EU-EVs.com. In Germany, Teslas market share in battery electric vehicles plummeted to 4% from about 16% over that stretch.

Tesla sharessank 36%in the first quarter, their steepest drop since the fourth quarter of 2022 and third-biggest decline in the company 15 years on the public market. The drop wiped out $460 billion in market cap.

Source: Tesla (TSLA) Q1 2025 vehicle delivery and production numbers

### 討論

**評論 1**:

Clearly worth 130x FWD PE

**評論 2**:

Every other company would be -30% on this news

**評論 3**:

Doesn't matter, Tesla is not a car company it's a ~~battery~~ ~~tech~~ ~~energy~~ AI robotics company.

**評論 4**:

Believe it or not, calls

**評論 5**:

does deliveries mean deliveries to tesla showroom/dealership or to actual customers?

An approx 13% drop from 2024 to 2025. Does it add up to all the drops across Europe, Canada and China?

---

## 6. ```
US tourism officials sound alarm, tourist fligh``` to US sink 70% and could impact up to 140k hospitality jobs and $14B in economic spending
``` {#6-```
us-tourism-officials-sound-alarm-tourist-fli}

這篇文章的核心討論主題是：**作者如何利用美國旅遊業因政策影響而下滑的趨勢，制定多空投資策略以獲取超額收益（alpha）**。具體可分為以下重點：

1. **現象分析**：  
   - 加拿大作為美國最大旅遊客源國（佔國際遊客26%），因美國政策（關稅、入境限制、負面事件等）導致旅遊需求暴跌（航空旅行下降70%、陸路下降45%）。  
   - 此趨勢可能擴大到其他國際遊客（如歐洲預訂量已下降25%），加劇美國旅遊業經濟損失（潛在140億美元）與就業衝擊。

2. **投資策略**：  
   - **做空**：  
     - 高度依賴美加航線的航空公司（如加拿大航空、WestJet母公司ONEX）及相關供應鏈（機上餐飲、機場零售）。  
     - 美加邊境州的酒店、餐飲業及非必需消費零售商（如Target）。  
   - **做多**：  
     - 非美國/歐洲的旅遊相關企業（酒店、訂票平台），因國際遊客可能轉向歐洲、亞洲等地。  
     - 區域性航空設備商（因小型飛機需求不受長途航線影響）。

3. **核心邏輯**：  
   - 政策衝擊導致旅遊行為結構性改變，作者透過「受損產業做空」與「替代需求做多」的對沖操作，捕捉市場失衡機會。  
   - 強調數據先行（加拿大案例）與趨勢外推（全球政策擴張後的潛在影響），以強化交易說服力。

4. **風險與驗證**：  
   - 需監測政策實際執行效果與消費者行為調整速度（如「解放日」後的全球反應）。  
   - 間接證據（如法國旅遊公司數據）支持策略合理性，但作者承認需更多數據確認趨勢強度。  

總結：這是一篇結合宏觀政策分析、產業數據與多空交易的實戰策略分享，核心在於從旅遊業衰退中挖掘跨市場、跨產業的套利機會。

- **Reddit 連結**: [https://reddit.com/r/stocks/comments/1jpgdmv/us_tourism_officials_sound_alarm_tourist_flights/](https://reddit.com/r/stocks/comments/1jpgdmv/us_tourism_officials_sound_alarm_tourist_flights/)
- **外部連結**: [https://www.reddit.com/r/stocks/comments/1jpgdmv/us_tourism_officials_sound_alarm_tourist_flights/](https://www.reddit.com/r/stocks/comments/1jpgdmv/us_tourism_officials_sound_alarm_tourist_flights/)
- **發布時間**: 2025-04-02 12:32:37

### 內容

Here is my way of trying to find alpha in an erratic stock market - how I'm trading the US tourism dip.

1. Canada is the US's largest source of tourism: In 2024, 20 million Canadian touris visited the US, spent $20.5 billion, and supported 140,000 US jobs. Canada's population is 40 million, so 50% of the entire country visited, and the US had 77 million touris so 1 country is contributing 26% of visi```.

2. Recent US policies is leading to a tourism boycott from Canadians, and the rest of the world: Touris are boycotting US tourism due to tariffs, annexation threa, new travel barriers, and stories of visitors being unlawfully detained with no due process (in March a Canadian citizen was denied entry due to an expired visa, while this was a worker and not a tourist, instead of being allowed to return to Canada, as is the norm, she was shackled in chains and sent to a private ICE facility for 2 weeks without being able to contact a lawyer or get a bed).

**3. Analys previously predicted policies would decrease tourism by 5%, new numbers released this week show that it's 14x higher:** For Canada alone (26% of US's entire tourism industry with 20 million visitors) - airline travel is **down** **70%**, land travel is **down** **45%**, and **85%+** of touris survey say they cancelled their US trips.

4. Here's how I'm planning on using this information to make stock trades into specific companies both long and short: I'm shorting airlines that have high exposure to Can-US routes (it's been reported that airlines are slashing these routes due to 0 demand, and they is no clear way they can cover this revenue gap with a lower utilized fleet). I'm shorting select hospitality chains (hotels, restauran) with high exposure/retail foot print in US states that border Canada like Niagara Falls. The US travel association says that even just a 10% dip in touris will lead to $2 billion in economic losses and 140,000 jobs at risk (assuming 70% decrease from air travel happens across the board, that's $14b), I expect hospitality to have lower revenues. I'm shorting all non-essential or higher price retailers with a big footprint in hostility states, all these workers being laid off by lack of tourism + the gov worker job cu``` won't have as much to spend (not my specific trade, but an example would be short Target, long Dollar General).

I'm long, and buying, non-American/Europe hotel chains and travel booking platforms that get most of their revenue ouide the US, as I expect Canadian and international touris to concentrate their spend to Europe/Asia/Oceania travel this summer.

Edit 5. How do the European/International figures play?

It's important to note that the Canadian tourism numbers dipped after the policies that happened in point 2. And we're seeing what those numbers are a few months later now. The US admin is rolling out these policies across the board tomorrow during "Liberation Day". The point here is that we won't see the true vector of an internal tourism boycott both in terms of magnitude and direction until the policies that were enacted on Canada are enacted globally, and consumers have time to adjust behaviour. But if the Canadian consumer is any indication, I have more conviction in my trades. A glimpse into this being a trend is a French travel company reporting to Bloomberg their Europe to US travel bookings are down 25%.

Edit 6. Example of the airline play

Yes I know US airlines are already down a lot. Rode that wave and exited my shor```. Now I'm shorting Air Canada and ONEX (parent company of WestJet), since they have much more exposure to US-Can routes, and are cutting routes dramatically with no increase in capacity elsewhere

Also looking to short airline maitence companies, the food suppliers specific to flight food, and fuel refineries/storage those two airlines use, and retail stores with large exposure to airpor``` that only see US/Canada travel.

But going long on regional air craft hangers since their smaller flee are used the most for US/Canada travel, while their bigger flee will still be active for the europe/asia flight routes that havn't seen impact on demand.

Would like to hear what everyone thinks about this trade play. Thanks!

Source for numbers used

https://theconversation.com/touris-are-cancelling-trips-to-the-us-heres-how-this-could-affect-i-economy-252858
[https://www.ustravel.org/press/potential-resul-decline-canadian-travel-united-states](`https`://www.ustravel.org/press/potential-resul-decline-canadian-travel-united-states)
https://www.nytimes.com/2025/03/28/world/canada/air-canada-fligh-sea-us.html
https://financialpost.com/news/canadian-us-shopping-trips-dwindle
https://www.discovercars.com/blog/us-travel-tourism-statistics
https://globalnews.ca/news/11080371/canadian-woman-detained-ice-example-immigration-border/
https://www.express.co.uk/news/world/2028592/us-tourism-suffer-billion-drop-donald-trump
[https://www.bloomberg.com/news/articles/2025-04-01/european-touris-start-avoiding-the-us-as-unknown-territory](`https`://www.bloomberg.com/news/articles/2025-04-01/european-touris-start-avoiding-the-us-as-unknown-territory)

### 討論

**評論 1**:

Breaking news: Trump signs executive order making it illegal for touris``` to not visit the USA

**評論 2**:

RIP Florida tourism!

**評論 3**:

I work in a hotel and I can tell you now we had about 30% cancelled booking already here.

**評論 4**:

All displaced hospitality workers will be housed at Mar a Lago.

**評論 5**:

I can fly from Canada to Ireland in August for $650 or go to the US (west coast) for $550. Hmmmmm.

---

## 7. ```
NYT: Amazon has submitted a last-minute bid to acquire TikTok ahead of Saturday's deadline
``` {#7-```
nyt-amazon-has-submitted-a-last-minute-bid-t}

這篇文章的核心討論主題是：  
**亞馬遜（Amazon）在最後關頭提出收購TikTok的競標，以及美國政府對TikTok中國所有權的國家安全擔憂所引發的強制出售或禁令爭議**。  

具體重點包括：  
1. **亞馬遜的收購行動**：  
   - 在美國政府設定的截止期限（4月）前，亞馬遜突然提出全面收購TikTok的提案，但其他談判方對此並不認真看待。  
   - 亞馬遜與TikTok已有商業合作關係（如網紅導購至Amazon平臺），並曾嘗試開發類似功能（Inspire）但未成功。  

2. **美國政府的政治角力**：  
   - 兩黨基於國家安全疑慮，已通過法律要求TikTok脫離其中國母公司（字節跳動），否則將面臨禁令。  
   - 川普政府推遲了法律執行時間，並計劃召開會議討論TikTok的命運，可能尋求替代方案（如引入美國投資者而非直接出售）。  

3. **TikTok的商業價值與潛在買家**：  
   - TikTok在美國擁有1.7億用戶，是重要的電商平臺（如TikTok Shop），吸引多家企業競標（如微軟、沃爾瑪曾於2020年嘗試收購）。  
   - 其他潛在投資者包括甲骨文（Oracle）、黑石集團（Blackstone）及富豪Frank McCourt等。  

4. **不確定性與挑戰**：  
   - 亞馬遜的競標被視為「最後一刻的嘗試」，且現有法律框架下，任何交易結構（如部分股權出售）能否符合要求尚不明確。  

**總結**：事件圍繞TikTok在美業務的歸屬問題，涉及科技巨頭的商業競爭、美國國家安全政策，以及政治與法律的複雜互動。

- **Reddit 連結**: [https://reddit.com/r/stocks/comments/1jpso0b/nyt_amazon_has_submitted_a_lastminute_bid_to/](https://reddit.com/r/stocks/comments/1jpso0b/nyt_amazon_has_submitted_a_lastminute_bid_to/)
- **外部連結**: [https://www.reddit.com/r/stocks/comments/1jpso0b/nyt_amazon_has_submitted_a_lastminute_bid_to/](https://www.reddit.com/r/stocks/comments/1jpso0b/nyt_amazon_has_submitted_a_lastminute_bid_to/)
- **發布時間**: 2025-04-03 00:19:32

### 內容

Amazon has put in a last-minute bid to acquire all of TikTok, the popular video app, as it approaches an April deadline to be separated from i``` Chinese owner or face a ban in the United States, according to three people familiar with the bid.

Various parties who have been involved in the talks do not appear to be taking Amazons bid seriously, the people said. The bid came via an offer letter addressed to Vice President JD Vance and Howard Lutnick, the commerce secretary, according to a person briefed on the matter.

Amazons bid highligh``` the 11th-hour maneuvering in Washington over TikToks ownership. Policymakers in both parties have expressed deep national security concerns over the apps Chinese ownership, and passed a law last year to force a sale of TikTok that was set to take effect in January.

President Trump, who has pledged repeatedly to save the app despite the national security concerns, delayed the enforcement of that law until Saturday, even after it was unanimously upheld by the Supreme Court.

Amazon declined to comment. TikTok didnt immediately respond to a request for comment.

Mr. Trump isslated to meetwith top White House officials Wednesday to discuss TikToks fate. People familiar with the talks have outlined a potential deal that could involve bringing on a number of new U.S. investors, including Oracle, the technology giant, andBlackstone, the private equity firm, while sidestepping a formal sale. But it isnt clear that such a structure would satisfy the conditions of the federal law.

Amazon has some existing ties to TikTok. The video app, which coun 170 million users in the United States, has become a major hub of retail shopping, with influencers recommending produc to viewers. While the company has i own e-commerce operation known as TikTok Shop, many influencers encourage people to buy produc on Amazon, which gives the influencers a cut of the transactions. It has also provided sometechnical infrastructure.

Amazon had previously tried to make a TikTok clone of sor, called Inspire, inside i own app. Internally, it was a high-profile initiative, but was widely seen as unsuccessful at attracting shoppers. The company removed it from the app this year.

Amazon isnt the first retailer to express interest in the app. In 2020, when TikTok was first pressured to sell to American owners,Microsoft and Walmartmade a bid for the company.

But Amazon would be the most high-profile bidder for the company, which has also attracted interest from the billionaire Frank McCourt as well as Jesse Tinsley, the founder of the payroll firm Employer.com.

Source:

https://www.nytimes.com/2025/04/02/business/media/amazon-tiktok-bid.html

### 討論

**評論 1**:

Considering they own Twitch and have the ability to power TT with AWS and monetize it with e-commerce and advertisingthis actually could make sense.

**評論 2**:

TikToks U.S. operations could be worth as much as $50 billion if ByteDance decides to sell

Whoever does decide to buy TikTok it wont be cheap.

**評論 3**:

170m in the US is crazy. Disgusting.

**評論 4**:

90% of what they sell is Chinese plastic anyway, so why not buy TikTok.

**評論 5**:

I think it's a good deal, rising e-commerce in tiktok will sync well with Amazon

---

## 8. ```
Trump Media shares drop after warning the presidents trust and other insiders could sell stock
``` {#8-```
trump-media-shares-drop-after-warning-the-pr}

這篇文章的核心討論主題是：**特朗普媒體公司（Trump Media）股價因潛在的大規模內部股東（包括特朗普信託）股票出售計劃而大幅下跌，並引發市場對股價波動和公司財務狀況的擔憂**。具體重點包括：

1. **股價下跌原因**：  
   - 公司提交的證券文件披露，可能出售高達1.34億股（包括特朗普信託持有的1.14億股），導致市場恐慌，股價單日下跌約6%，較合併後高點累計跌70%。

2. **內部股東的潛在拋售風險**：  
   - 文件警告，若內部股東（如特朗普信託）出售股票，可能導致股價顯著下跌。但公司聲明強調，當前並無實際出售計劃，文件僅為例行更新（S-3表格重新註冊）。

3. **公司財務與業務困境**：  
   - 公司營收薄弱（2024年營收不足400萬美元，淨虧損4.01億美元），股價卻因投機性交易維持高估值（特朗普信託持股帳面價值逾20億美元），凸顯基本面與市場表現脫鉤。

4. **市場波動與投資者風險**：  
   - 文件指出，內部股東可能因低成本持股而獲利，但公眾投資者恐因股價下跌受損。公司計劃拓展金融服務，但未明確改善核心業務的具體措施。

5. **政治與媒體爭議**：  
   - 公司抨擊媒體報導為「假新聞」，稱文件僅屬程序性操作，反映其與傳統媒體的對立立場，也加劇市場不確定性。

總結：事件核心圍繞**內部股東潛在拋售對股價的衝擊**，並延伸至對公司財務健康度、業務模式可持續性及市場投機性質的質疑。

- **Reddit 連結**: [https://reddit.com/r/stocks/comments/1jprpc9/trump_media_shares_drop_after_warning_the/](https://reddit.com/r/stocks/comments/1jprpc9/trump_media_shares_drop_after_warning_the/)
- **外部連結**: [https://www.reddit.com/r/stocks/comments/1jprpc9/trump_media_shares_drop_after_warning_the/](https://www.reddit.com/r/stocks/comments/1jprpc9/trump_media_shares_drop_after_warning_the/)
- **發布時間**: 2025-04-02 23:40:05

### 內容

Trump Medias stock tumbled on Wednesday after the company disclosed in a securities filing the possibility of significant stock sales, including by insider shareholders such as the presidents trust.

The parent company of Truth Social said in afilingdated April 1 that the company could soon sell roughly 8.4 million shares of common stock related to existing warran``` issued during the IPO. And the company said insiders and major stakeholders could also sell up to about 134 million shares from time to time.

That includes the more than 114 million shares held by the Donald J. Trump Revocable Trust.

The stock was down about 6% in morning trading.

President Donald Trump has previously said he does not plan tosell his stakein the company. His son Donald Trump Jr. is in charge of the revocable trust.

The sale of the Resale Securities being offered pursuant to this prospectus, or the perception that these sales could occur, could result in a significant decline in the public trading price of our Common Stock, the prospectus warned.

The company said the total shares available for resale amounted to 129.2% of the companys public float of shares, which is a measure of the amount of stock currently available for trade.

In a statement, the company said the filing does not indicate that insider sales are planned.

****Legacy media outle are spreading a fake story suggesting that a TMTG filing today is paving the way for the Trump trust to sell i shares in TMTG. To be clear, these shares were already registered last June on an S-1 form, and today TMTG submitted a routine filing that re-registers them on an S-3 form in order to keep the Companys filings effective. In fact, there currently is no open window for any affiliate to sell shares, the statement said.

Trump Media stock has been highly volatile since it went public through a combination with a special purpose acquisition company last year. The stock is down about 70% from i``` post-merger highs.

Still, the shares are worth a lot of value on paper, especially relative to the companys meager revenue. Shares were trading at around $19 per share on Wednesday morning, putting the notional value of the trusts position alone at more than $2 billion.

The company warned in the filing that insiders could profit from a sale of stock even if doing so drives down the price.

Selling Securityholders may still experience a positive rate of return on the shares of Common Stock purchased by them due to the lower price per share at which such shares of Common Stock were purchased as referenced above, but public stockholders may not experience a similar rate of return on the Common Stock they purchased if there is such a decline in price and due to differences in the purchase prices and the current market price, the prospectus said.

The underlying business of Trump Media is much smaller than other public social media companies. The firm reported less than $4 million in total sales in 2024, with a net loss of about $401 million. The company said earlier this year it plans toexpand into financial services.

Source: Trump Media shares drop after warning the president's trust and other insiders could sell stock

### 討論

**評論 1**:

To everyone commenting: Please focus on how this affec``` the stock market or specific stocks or it will be removed as being off-topic/political.

If you're interested in just politics, see our wiki on "relevant subreddi```" and post to those Reddit communities instead without linking back here, thanks!

I am a bot, and this action was performed automatically. Please contact the moderators of this subreddit if you have any questions or concerns.

**評論 2**:

Smells like a fresh pile-o-shite

**評論 3**:

Do you expect me to believe that Trump might do a financial rug pull in order to extract $2B from a hilariously unprofitable sham?

**評論 4**:

He's about to sell around 142 million shares, which equates to around $2.3 billion and there are people still defending him that this isn't a rug pull??

**評論 5**:

News: This extremely obvious sham is clearly signally i``` intention to rugpull.

Market: Down 6% best I can do.

---

## 9. ```
Atlanta Feds GDP estimate -3.7%
``` {#9-```
atlanta-feds-gdp-estimate-3-7-
```}

這篇文章的核心討論主題是：  
**亞特蘭大聯邦儲備銀行的GDPNow模型在經濟波動時期（如當前市場）的即時預測優勢與重要性**。  

具體要點包括：  
1. **GDPNow模型的特性**：  
   - 即時更新（隨新經濟數據發布而調整，頻率高於其他模型）。  
   - 透明的方法論和公開的數據組成，被視為可靠的實時GDP預測標準。  
   - 在經濟劇烈波動時（如後疫情時期或重大衝擊），能更快捕捉變化。  

2. **與紐約聯儲模型的比較**：  
   - 紐約聯儲的「Nowcast」為週更新，在穩定時期更準確；  
   - GDPNow則在波動時期反應更靈敏，因此作者選擇以此為當前市場的參考依據。  

3. **背景爭議**：  
   - 文中開頭提到GDPNow預測值近期大幅下滑（從正增長轉為負增長），引發對經濟現狀的擔憂，並質疑「為何預測失準至此」。後續補充說明則強調模型的科學性與適用情境。  

總結：文章透過對比不同預測模型，凸顯GDPNow在經濟不確定性中的獨特價值，同時反映市場對當前經濟數據惡化的焦慮。

- **Reddit 連結**: [https://reddit.com/r/stocks/comments/1jp901l/atlanta_feds_gdp_estimate_37/](https://reddit.com/r/stocks/comments/1jp901l/atlanta_feds_gdp_estimate_37/)
- **外部連結**: [https://www.reddit.com/r/stocks/comments/1jp901l/atlanta_feds_gdp_estimate_37/](https://www.reddit.com/r/stocks/comments/1jp901l/atlanta_feds_gdp_estimate_37/)
- **發布時間**: 2025-04-02 06:36:06

### 內容

https://www.atlantafed.org/cqer/research/gdpnow

Atlanta Feds GDP estimate

8 weeks ago it was +3.9%

4 weeks ago it was +2.3%

Last week it was -2.8%

Today it stands at -3.7%

How can we fuck up this bad? Liberation day is tomorrow too. We're going to be liberated from our money.

Edit. The Atlanta Fed GDPNow estimate is widely used and respected as a standard for real-time economic forecasting because of a few key reasons. The Federal Reserve Bank of Atlanta publicly shares the models methodology, updates, and the componen behind each estimate. Unlike most other forecas (which are updated monthly or quarterly), GDPNow is updated every time new relevant data is released, sometimes multiple times a week. Which is what just happened. It has a solid reputation for accuracy in estimating the direction and magnitude of GDP growth.

Edit 2: Why use Atlanta instead of New York Fed's estimate?

New York Fed Staff Nowcast: Weekly, every Friday

Atlanta Fed GDPNow: updates i estimates throughout the quarter as new economic data are released, up until the Bureau of Economic Analysis (BEA) publishes i "advance estimate" of GDP for that quarter.

One is weekly, and the other is based on even such as economic data. In stable periods, New York Fed's model tends to produce more stable and accurate nowcas. In volatile periods with big data swings (like post-COVID or major shocks), Atlanta Feds GDPNow might pick up changes quicker. This is why I picked the Atlanta and not New York. We're are in a volatile market.

### 討論

**評論 1**:

The US is gonna be liberated from the entire world tmrw.

**評論 2**:

If you fail at 4 casinos, failing this bad should come as no surprise at all.

**評論 3**:

Can a conservative explain to me like Im 5 how this is a good thing?

All I can find is them saying shit like bout time and hard reset and Canada deserves it. Can we get into some fundamentals on any positive aspect of this?

**評論 4**:

Let's remember, socialism is bad. No bailout for farmers. That's what they voted for.

**評論 5**:

Its crazy how all trump had to do was lie and take credit for the good part of bidens economy and it would have worked with the majority of the country. I dont understand this massive self inflicted gunshot wound

I know its a popular theory that hes doing this so his rich friends can swoop in and buy everything but lately i feel like thats giving him too much credit. I think its more likely that hes just stupid and theres no adult in the room to tell him not to, because this administration very obviously is making this up as they go along

---

## 10. ```
Wait a second. Does this look concerning.
``` {#10-```
wait-a-second-does-this-look-concerning-
``}

這篇文章的核心討論主題是：**市場和金融機構對美國經濟衰退風險的預測上升**。  

具體要點包括：  
1. **市場預測變化**：如Polymarket等平台顯示，美國2025年經濟衰退的機率在兩週內從23%升至44%，反映投資者擔憂加劇。  
2. **金融機構調整預期**：例如高盛（Goldman Sachs）將未來12個月內美國衰退的機率從20%上調至35%，主因當前經濟狀況的不確定性。  

整體而言，文章聚焦於近期經濟衰退風險的升溫，以及市場和專業機構對此的評估調整。

- **Reddit 連結**: [https://reddit.com/r/stocks/comments/1jpttjo/wait_a_second_does_this_look_concerning/](https://reddit.com/r/stocks/comments/1jpttjo/wait_a_second_does_this_look_concerning/)
- **外部連結**: [https://www.reddit.com/r/stocks/comments/1jpttjo/wait_a_second_does_this_look_concerning/](https://www.reddit.com/r/stocks/comments/1jpttjo/wait_a_second_does_this_look_concerning/)
- **發布時間**: 2025-04-03 01:06:02

### 內容

https://ibb.co/Wv2bD8GZ

Marke``` have recently indicated a 44% chance of a U.S.recession in 2025. Specifically, platforms like Polymarket have shown an increase in recession odds from 23% to 44% over the past two weeks, reflecting growing concerns among investors

Additionally, major financial institutions have adjusted their recession forecas``` in light of current economic conditions. For instance, Goldman Sachs has raised the probability of a U.S. recession in the next 12 months to 35%, up from a previous estimate of 20%.

### 討論

**評論 1**:

Wait till we get a partial Treasury default on the debt held by countries that Trump doesn't like!

**評論 2**:

polymarket aka degenerate gamblers

**評論 3**:

Wait until tomorrow. The tariffs get announced at close and then the bloodbath will be tomorrow. Then in a few months the confirmation of when the recession first started. My guess is second week of February

**評論 4**:

So much winning

**評論 5**:

I remember when reddit would vehemently fight anything Goldman Sachs said because the thought was that they did not care about retail investors. But apparently now Goldman Sachs does care about retail investors?

---

## 11. ```
Tesla Hidey Hole (Richmond, VA)- Don't believe the numbers tomorrow but the ERDF is real.
``` {#11-```
tesla-hidey-hole-richmond-va-don-t-believe-}

這篇文章的核心討論主題可以總結為以下幾點：

1. **對特斯拉（Tesla）及其執行長伊隆·馬斯克（Elon Musk）的批評與質疑**：  
   - 作者質疑特斯拉的銷售數據和會計方法，指出其可能通過將未售出的車輛堆積在隱蔽停車場來虛報交付量。  
   - 批評特斯拉的產品質量問題（如Cybertruck的召回、車輛安全問題）以及馬斯克的管理風格（如高層離職、大規模裁員）。  

2. **「伊隆現實扭曲力場」（ERDF, Elon Reality Distortion Field）的影響**：  
   - 作者提出「ERDF」概念，形容馬斯克通過炒作未來技術（如自動駕駛、機器人、AI）來掩蓋特斯拉核心業務（汽車銷售）的困境，並維持股價。  
   - 指出即使特斯拉面臨負面新聞（如交付量未達預期、產品缺陷），ERDF仍能吸引投資者（尤其是散戶）持續追捧股票。  

3. **特斯拉股價的市場動態與風險**：  
   - 討論散戶投資者（如「Fox News Dads」）和機構投資者在推動特斯拉股價中的作用，並警告機構可能正在準備退出，將風險轉嫁給散戶。  
   - 提到馬斯克個人財務的複雜性（如以特斯拉股票為抵押的貸款），但認為銀行可能因系統性風險而不願強制平倉。  

4. **對馬斯克個人行為與政治立場的批評**：  
   - 列舉馬斯克的爭議行為（如吸毒、政治介入、支持極端言論），並質疑這些行為對特斯拉品牌和客戶基礎的負面影響。  

5. **特斯拉未來的潛在危機**：  
   - 作者認為，特斯拉的長期風險不在於外部競爭，而在於內部人才流失和員工士氣低落，這可能最終瓦解ERDF的影響力。  

**總結**：文章核心圍繞「ERDF」如何掩蓋特斯拉的經營問題，並探討馬斯克的行為、市場泡沫風險以及內部人才流失對公司未來的威脅。作者對特斯拉的長期前景持悲觀態度，但承認短期內ERDF仍可能支撐股價。

- **Reddit 連結**: [https://reddit.com/r/stocks/comments/1jpicww/tesla_hidey_hole_richmond_va_dont_believe_the/](https://reddit.com/r/stocks/comments/1jpicww/tesla_hidey_hole_richmond_va_dont_believe_the/)
- **外部連結**: [https://www.reddit.com/r/stocks/comments/1jpicww/tesla_hidey_hole_richmond_va_dont_believe_the/](https://www.reddit.com/r/stocks/comments/1jpicww/tesla_hidey_hole_richmond_va_dont_believe_the/)
- **發布時間**: 2025-04-02 14:47:15

### 內容

Before I jump into the stock related stuff, as an old, I feel it is important to preface this with a little cautionary advice. Here is my three poin``` of "don't be stupid":

I know Richmond has a storied history of burning shit going all the way back to the Civil War- but don't burn any Teslas. It's not worth it. And it's stupid. Furthermore, you are putting first responders at risk. You will also likely get caught. At least here in Virginia, there are cameras everywhere and Tesla's themselves will record you. It's just not worth throwing your life away no matter how mad you might be. Before you get labeled a domestic terrorist and thrown in an El Salvadorian prison, read some Aleksandr Solzheni```yn and get some perspective. He wrote from a Russian gulag after sharing his negative opinion of Stalin. We are currently on Reddit and nobody is going to jail for it.
Don't harass individual Tesla owners. They didn't do anything to deserve it and most likely hate what is happening as well. I know some of them. It is unreasonable to ask them to dump their daily driver at a huge loss because Elon decided to make himself into a human lighting rod.
I deliberately waited for the "Tesla Takedown" to be over before making this post so nobody would get any bright ideas. What you think is making a difference is likely to have the opposite effect from what you are hoping for. The people trying to stick it to Trump just got him more support from billionaires after he was convicted and if you didn't notice, $TSLA started deep in the red yesterday after the Tesla Takedown over the weekend and rallied way back and finished considerably up today. None of that moved the needle in any direction but up. Furthermore, if you burn or vandalize a Tesla, the insurance company will pay for it and just jack up all of our rates in turn. If any destroyed cars are still owned by Tesla, they will just use accounting methods to write it off. And that is one less car they don't have to sell at a time when they aren't selling many, which is the ultimate point of this post and makes a nice segue.

If you are mad about what Elon Musk is doing, or just want to make money on your $TSLA pu (like me- position disclosed), what sends a stronger message? A few burnt up Teslas or entire parking lo full of them because nobody wan to buy them? In my opinion, as well as [others with pu](https://www.vanityfair.com/news/story/nick-denton-interview-thiel-musk) on Tesla and think Elon has lost it, it is the latter. Speaking of which... I found one such parking lot!

First, check out the few pictures I took of the local Tesla dealership here in Richmond (just ou```ide the city). Their lot is clearly over capacity but nothing jaw dropping. There are a few dozen vehicles on the street and in a neighboring parking lot. After I shared these with a few friends, one of them told me that there were vehicle transporters unloading new Teslas near his work, which is a few miles away from the dealership and in an area of office buildings that have nothing to do with Tesla. I checked it out and there are a lot of them stuffed in the back of the lot. It's hard to see because I took the pictures at night and the cars are spread out but there are easily over 20 Cybertrucks and probably somewhere near 50 vehicles in total.

Next door: https://imgur.com/AxhLj6H

On the street: https://imgur.com/krERZyr

Hidey Hole-1: https://imgur.com/4MQsMlv

Hidey Hole-2: https://imgur.com/d6xLmFk

Hidey Hole-3: https://imgur.com/Ay3oTZh

Obviously, my local dealer isn't selling enough cars to keep up with their deliveries (no surprise to anyone). But the big question I have is: Are these vehicles considered "delivered"? Tomorrow Tesla repor``` how many vehicles they have "delivered" (not the same as sold). And if you haven't been paying attention as of late, Tesla has had some questionable practices going on in Canada with their sales and some possible questions raised about their accounting methods with the $1.4 billion discrepancy in their books. Going back a little further, there was a whistleblower that reported Tesla deliberately messes with their delivery numbers to make it appear as if they are selling more new cars than they really are.

Point being, no matter what is reported tomorrow, I am not going to believe the numbers Tesla provides. If there are new Teslas being shoved into an obscure parking lot in my city, it has to be happening elsewhere. At some point, I suspect the vehicle overflow will get noticed in other places too. Has anyone else found a Tesla hidey hole?

Most importantly, even if the number suck tomorrow, I doubt it will make that much of a difference in the stock price because of the ERDF. What is the ERDF you ask? It is the "Elon Reality Distortion Field" (ERDF). And this incredibly powerful field effect is really all that matters when it comes to anything "Elon". It's real. And people should acknowledge it as such or risk their own peril. Nothing logical or sane applies to Elon Musk and it never has.

Edit/Update: Despite missing on deliveries, $TSLA is not really down that much. Everything is being affected from the tariff news so any impact isn't really noticeable. And the sales miss is being explained away by the Model Y refresh, as widely expected and foretold by just about every media outlet covering Tesla. No surprises in the ERDF holding $TSLA strong despite the bad news.

If any other business leader cobbled together their cars with par from the [hardware store](`https`://futurism.com/the-byte/tesla-model-y-wooden-trim), cars that [kill more people than any other brand](`https`://www.roadandtrack.com/news/a62919131/tesla-has-highest-fatal-accident-rate-of-all-auto-brands-study/), launched the only new (and really ugly) car in forever that was [held together with glue that doesn't last ouide](https://apnews.com/article/cybertruck-recall-tesla-elon-musk-nha-8c517e21aa1119d74b9db39f6aca01b7) and needed to be fully recalled, had your main competitor (BYD) that makes key componen for your cars overtake you, had your own brother selling off [massive amoun of your stock](`https`://www.newsweek.com/elon-musks-brother-sells-27-million-worth-tesla-stock-2046659#:~:text=Elon%20Musk's%20brother%20Kimball%20Musk,of%20stock%20in%20the%20company), [smoked weed on the Joe Rogan Show](`https`://www.nytimes.com/2024/12/17/technology/elon-musk-spacex-national-security-reporting.html) and put huge government contrac at risk doing so, had repor of [massive drug use in the WSJ](`https`://www.wsj.com/business/elon-musk-illegal-drugs-e826a9e1), had repor of worry about their mental well-being coming out, became the most indebted CEO in history, spread themselves out over six massive and diverse companies, then jumped into politics on [six continen](`https`://www.nbcnews.com/tech/elon-musk/elon-musk-boosting-far-right-politics-globe-rcna189505) to promote views that fly in the face of their main customer base, spent a quarter-billion dollars in donations to get themselves installed as one of the most powerful unelected people in the US government while throwing out Nazi salutes, supporting [Hitler and Stalin on social media](`https`://www.forbes.com/sites/antoniopequenoiv/2025/03/13/musk-retwee-hitler-didnt-murder-millions-message-amid-ongoing-nazi-controversy/) while talking shit to American allies and world leaders, and was having their stores and produc``` literally being set on fire all over the globe, they would be toast (*pun intended and this list of fuckery is not comprehensive). But not Elon. In fact, just the opposite occurred. He became, and remains to be, the richest man on Earth. This displays the tremendous power of the ERDF- It is nothing like the world has ever seen. Even more powerful than Jewish Space Lasers.

The ERDF is by far and away Elon's greatest invention and achievement. If there are two things Elon should get tremendous credit for, it is knowing when to invest in the right things and building hype around them. The guy is a six-dimensional hype machine from outer space with uncanny prescience. From PayPal to SpaceX, he saw where future opportunity was being underinvested in and took it over. When it comes to Tesla, he even knew when to make it "not a car company". Using the power of the ERDF, he made it an AI, self-driving vehicle, taxi, and humanoid robot company just in the nick of time before sales of their actual product fell off a cliff. This company is now known as "Tessler". Now, it doesn't matter if they sell any cars at all. Elon is using the ERDF to sell the future and even control the presidency. And it's working. It sounds crazy as hell but we are all watching this happen in real life.

Amazingly, the ERDF has allowed Elon to stall indefinitely on all promises of delivering the future and show absolutely no meaningful resul for over a half-decade. Nor is Tesla a first mover in any of their new initiatives. Waymo (Google) has already launched self-driving taxis that are available using Uber and even in buzzing around in Austin Texas, where Tesla is headquartered. The idea of humanoid robo has been around forever. And one behemoth of a car company already developed one. But that happened over a quarter century ago. The car company was Honda and the robot was called ASIMO. And nobody cared. They discontinued it in 2018. Elon's "Optimus" has only been seen to do preprogrammed demos that look like Boston Dynamics routines from the early 2000's (nobody cares about them either). They have also been spotted shuffling around like Joe Biden. Neither the Robotaxi or Optimus robot are anywhere close to being released. And I have strong doub as to what utility, if any, the Optimus robot will have for anybody. All of this seems to be a distraction created by the ERDF to draw attention away from the fact that Tesla still hasn't achieved "full" self-driving (and [ignored LIDAR sensors](`https`://cleantechnica.com/2025/03/17/lidar-vs-cameras-a-giant-fail-for-tesla/)). I am expecting Elon to come out with a "Fred Flintone" sedan next, with no floor that you power with your feet, and telling everyone that it will be the future of travel. If Elon says it, then it "Musk" be true (the guy has a name that just keeps on giving).

With no first-mover advantage in the driverless taxi space, being behind tech giant Google there, and reviving an old failed sci-fi robot idea from their much larger and more established competitor in Honda, you would think Tesla would get graded down for unoriginality. But nope. The ERDF kicks in yet again and most analys``` are bullish and astonishingly, Cathy Wood, seemingly most affected by the ERDF (and other things that make people stupid), thinks Tesla stock is going to reach an astounding $2,600 in five short years! That's about 10x more valuable than it is today, giving Tesla a market cap somewhere around $8.5 trillion dollars. That would make Tesla more valuable than all the other major auto manufacturers, Uber, Lyft, Google, Amazon, and Nvidia, combined in today's market (with a trillion to spare). Does that sound realistic? You can call me a skeptic of Cathy Wood...

Again, make no mistake, the ERDF is real. And if we are talking straight stock price, it matters. It might be the only thing that matters. Love him or hate him, it seems that Elon and his ERDF manufactured the most successful ad campaign in history right on the lawn of the White House. But it wasn't for the cars. It was for the stock. All the new people getting sucked into the ERDF because of Elon's new found bromance with Trump have no idea of what has been happening with Elon prior to his involvement in politics. And they don't care. They just know him as "Tech Support" guy and Trump's new ally. They love Trump and there is no shortage of them. They might be willing to wait another 5-years for Cathy's insane prediction to come true, not knowing everyone else had already been waiting for 5-years before them. Fresh meat so-to-speak. Tesla's 10-day average volume is over 138 million shares. And most of this is retail traders going bonkers for Tesla and Elon. It is likely that Elon has masterfully used his ERDF to transition retail stock holders from younger, tech savvy and/or environmentally conscious investors to straight up Fox News Dads in less than one quarter.

While it has already been noted on this sub that institutional investors are likely pumping $TSLA to orchestrate a soft landing for themselves (on the backs of retail investors), I don't think they can exit too quickly without causing a complete fiasco. They only have to report 30-days after each quarter ends and they trade in dark pools. So, we plebeians won't know what the big institutional holders are doing until after they have done it (unless they report sooner). And if any one big institutional investor dumps their position fast enough to spook the market, there will certainly be consequences. Both political and financial. The finances between Elon, his many ventures, and his personal loans must be a complete nightmare of both complexity and scale. While in theory Elon could be "margin called" for his loans that have Tesla stock put up as collateral for, I am not so sure it would happen even if the stock drops significantly. The banks just went through a crisis of confidence with the whole Silicon Valley Bank collapse. If something triggered Elon's house of cards to collapse, it could have larger implications for his lenders and they might take a lot of heat for it. And the banks certainly don't want to invite in more oversight. They might just eat the loss and hold the shares in hopes they eventually regain their value. For that reason alone, I think the chances of Elon getting margin called are slim. But I would definitely be keeping an eye on the institutional holders once they report at the end of this month to see if there are any notable changes.

Edit/Update: A few hours after posting this, it was reported that Swedish firm Folksam closed their entire position in Tesla. While not nearly as big as other institutional holders, it was still about $160M worth of stock. That's not chump change. (Mods: Sorry for originally using a Seeking Alpha article in the link- I didn't know they were blacklisted).

To end this manifesto post, and give the shor a little glimmer of hope, I offer one possibility that has not really been talked about all that much. Despite the massive power of the ERDF, some people do indeed escape it. And despite all the hype around AI, robo, and automation, Elon's companies are still run by the most unpredictable machines on the planet- humans. Tesla's long time CFO and potential successor for Elon, Zachary Kirkhorn, left suddenly in the summer of 2023. Four more of Elon's top executives and direct repor left in [short order in 2024](`https`://www.businessinsider.com/elon-musk-loses-4-top-executives-ahead-of-robotaxi-event-2024-10). Baglino sold off his [$180 million in shares](`https`://www.cnbc.com/2024/04/25/former-tesla-svp-drew-baglino-is-selling-181point5-million-worth-of-stock.html) when he left. Not much of a vote of confidence there. And Tesla as a whole recently [fired a massive number of employees](`https`://www.inc.com/jason-aten/tesla-started-laying-off-14000-employees-it-couldnt-have-gone-worse.html). From the repor, Elon seemingly did it in the same smug and indifferent manner in which he fired people at Twitter and is currently doing in the federal government.

Ultimately, if people become disenfranchised and are no longer willing to do Elon's bidding, his enterprises will fail. And there is only so much you can pay people to motivate them before you lose profitability. To make a Star Wars analogy, the only way I see to bring down the ERDF that protec``` and surrounds Elon's seemingly unstoppable Death Star, is if people on the inside of his operations lose faith in him and get tired of his bullshit. All the people around Elon: His loyal followers on X and even president Trump to some extent, don't do anything for him but build his ego and amplify the strength of the ERDF. But none of them know how to design and build cars or launch space shuttles. That's a very small group of very intelligent people that cannot be replaced as easily as retail investors. It's the smart people on the inside that make all of Elon's visions come into reality. In the end, I think the human element might be Elon's undoing.

### 討論

**評論 1**:

Aint no one got time to read all this. Im happy for you or sad to hear that whichever it is. Good luck in your future endeavors.

**評論 2**:

Tldr: The post exposes Teslas alleged practice of hiding unsold vehicles in remote parking lo while warning against destructive protes, arguing that despite mounting problems, Elon Musks Reality Distortion Field maintains the companys high valuation until key talent eventually abandons ship.

**評論 3**:

If you actively desire a company to fail, you should not be short it. Being in your feelings about a stock before you even have the trade on is a recipe for failure.

**評論 4**:

Damn thats a long post.

Anyhow, F Elon and Tesla.

**評論 5**:

Yes, seen a mall parking lot near me with a few back rows filled with unsold ```la. Im sure op is right and this is a manipulative game by the manipulator in chief

---

## 12. ```
Liberation Day: Trump prepares to announce new round of customs duties but promises to be nice
``` {#12-```
liberation-day-trump-prepares-to-announce-n}

The core discussion topic of the provided articles revolves around **former U.S. President Donald Trump's anticipated announcement of new tariffs** and their potential impact on international markets and economies. Key points include:

1. **Trump's Tariff Announcement**: The articles highlight Trump's plan to impose additional tariffs, framed as a policy move tied to symbolic dates (e.g., "Liberation Day" in one article).  
2. **Global Economic Reactions**: Markets and world economies are bracing for these tariffs, with speculation about their severity and consequences (e.g., whether they will be "lighter than expected").  
3. **Market Speculation**: One article questions whether the tariffs might trigger a market rally if they are perceived as less harsh than feared, particularly around symbolic deadlines.  

### Summary:  
The central theme is **the uncertainty surrounding Trump's tariff policies and their potential ripple effects on global trade and financial markets**, with a focus on market reactions to perceived policy leniency or severity.  

*(Note: The URLs appear fragmented or corrupted in the original text, but the context suggests coverage of Trump-era trade policies.)*

- **Reddit 連結**: [https://reddit.com/r/stocks/comments/1jp3f77/liberation_day_trump_prepares_to_announce_new/](https://reddit.com/r/stocks/comments/1jp3f77/liberation_day_trump_prepares_to_announce_new/)
- **外部連結**: [https://www.reddit.com/r/stocks/comments/1jp3f77/liberation_day_trump_prepares_to_announce_new/](https://www.reddit.com/r/stocks/comments/1jp3f77/liberation_day_trump_prepares_to_announce_new/)
- **發布時間**: 2025-04-02 02:48:06

### 內容

https://www.leparisien.fr/international/eta```-unis/jour-de-la-liberation-trump-sapprete-a-annoncer-une-nouvelle-salve-de-droi```-de-douane-mais-promet-detre-gentil-01-04-2025-STHG4ATJHRCPXEXBZD3TJ2IPWQ.php

https://www.rfi.fr/en/international-news/20250331-world-economies-brace-for-trump-tariffs-ahead-of-deadline

What do you think? The marke``` will sharply rise on their Liberation Day because it will be lighter than expected?

### 討論

**評論 1**:

To everyone commenting: Please focus on how this affec``` the stock market or specific stocks or it will be removed as being off-topic/political.

If you're interested in just politics, see our wiki on "relevant subreddi```" and post to those Reddit communities instead without linking back here, thanks!

I am a bot, and this action was performed automatically. Please contact the moderators of this subreddit if you have any questions or concerns.

**評論 2**:

Liberated from my future retirement, now free to work a back breaking factory job until the day I die with no union. Hell yeah, brother.

**評論 3**:

Liberated from adequate chips, car par```, and international good will.

**評論 4**:

Sounds like typical abusive behaviour where you do horrid things but claim youre being nice to the abused.

**評論 5**:

Hes gonna leave himself a way out

He has no backbone

---

## 13. ```
Rivian pos``` sharp fall in quarterly deliveries as soft demand weighs
``` {#13-```
rivian-pos```-sharp-fall-in-quarterly-deliv}

這篇文章的核心討論主題是 **電動車（EV）製造商面臨的需求疲軟與市場挑戰**，具體可歸納為以下幾點：

1. **Rivian 交付量下滑**：  
   - Rivian 第一季交付量年減 36%，反映市場需求疲弱，導致股價下跌。  
   - 儘管交付量高於分析師預期（8,640 輛 vs. 預估 8,200 輛），但仍遠低於去年同期表現。

2. **整體電動車市場困境**：  
   - 消費者因經濟與政治不確定性，轉向更便宜的混合動力或燃油車，使 EV 需求受挫。  
   - Tesla 同期銷售亦下滑 13%，顯示行業普遍面臨壓力。

3. **外部因素衝擊**：  
   - **關稅政策**：美國總統川普的關稅政策可能推高汽車價格，加劇通膨，進一步抑制消費意願。  
   - **供應鏈成本**：Rivian 因在墨西哥和加拿大有供應鏈布局，可能承受更高關稅成本，影響利潤。  

4. **長期展望分歧**：  
   - 分析師認為電動車長期趨勢仍不可逆，但短期需克服市場逆風（如政治環境、價格敏感度）。  
   - Rivian 維持年度交付目標，顯示公司對後市仍有信心，但需應對關稅與需求波動的挑戰。

**總結**：文章聚焦於電動車產業當前的需求放緩，並探討經濟政策、消費者行為及企業策略如何影響 Rivian 等製造商的短期表現與長期發展。

- **Reddit 連結**: [https://reddit.com/r/stocks/comments/1jps3gk/rivian_posts_sharp_fall_in_quarterly_deliveries/](https://reddit.com/r/stocks/comments/1jps3gk/rivian_posts_sharp_fall_in_quarterly_deliveries/)
- **外部連結**: [https://www.reddit.com/r/stocks/comments/1jps3gk/rivian_posts_sharp_fall_in_quarterly_deliveries/](https://www.reddit.com/r/stocks/comments/1jps3gk/rivian_posts_sharp_fall_in_quarterly_deliveries/)
- **發布時間**: 2025-04-02 23:56:32

### 內容

(Reuters) - Rivian reported a 36% decline in first-quarter deliveries on Wednesday, as the electric-vehicle maker grapples with weak demand, sending i``` shares down nearly 6%.

EV makers have been battling tough demand as consumers opt for cheaper hybrid and gas-powered vehicles in an uncertain economic and political environment.

"I would say the sector at the moment is out of favor. Over the medium to long term, EVs are still inevitable, and so it's just going to take some time for these companies to continue to ramp up," said Andres Sheppard, senior equity analyst at Cantor Fitzgerald.

Rivian Chief Financial Officer Claire McDonough had said in February vehicle deliveries would be lower this year due to soft demand, partially because of the impact of fires in Los Angeles.

Demand could be further pressured as U.S. President Donald Trump's tariff policies are expected to accelerate inflation and increase prices of automobiles, making consumers wary of committing to big purchases.

Sheppard said Rivian's margins would be affected by tariffs, and it could face a larger hit from the duties as opposed to bigger players such as Tesla.

Rivian CEO RJ Scaringe had said earlier this year the company expec higher cos from tariffs on Mexico and Canada as it has a supply chain footprint in these countries.

The company delivered 8,640 vehicles in the quarter ended March 31, down from 13,588 a year earlier. But the deliveries exceeded analys```' estimate of 8,200, according to Visible Alpha.

Tesla reported a 13% slump in quarterly sales, i``` weakest performance in nearly three years, as backlash to CEO Elon Musk's embrace of far-right politics grows and consumers seek out newer models from rival EV makers.

Rivian produced 14,611 vehicles in the first quarter, compared with 13,980 a year ago. It reaffirmed i``` annual deliveries forecast.

[https://finance.yahoo.com/news/rivian-repor-fall-first-quarter-123133853.html](`https`://finance.yahoo.com/news/rivian-repor-fall-first-quarter-123133853.html)

### 討論

**評論 1**:

Hybrids? Toyota CEO dancing rn. Contrary to reddit predictions years ago.

**評論 2**:

I hope this company sticks around. Id like to buy their R2 when it comes out but I also want to make sure that theyll be around to continue to service it.

**評論 3**:

As much as Rivian has struggled, this news seems particularly bad. Up until now, Rivian has been able to sell all the uni``` it produces in a given quarter. Selling only half of the paltry production this quarter means theyll have a new bad headline about inventory piling up.

Im pulling for them but this is the third year of zero production growth. Last years crisis was imminent insolvency. VW stepped in with a 5 year commitment to prevent that, but there is a chance VW could bail out at any point.

The immediate crisis now is how to improve margins. Having unsold inventory works against that. EVs being out of favor does too. So do the tariff bombshells.

Last year they blamed the zero growth on lack of some part. Im not sure they ever disclosed which part, or how the supply problem was fixed (if it ever existed or was ever fixed)

**評論 4**:

CEO should announce hes joining government

**評論 5**:

Seems like no one wan``` EVs its wild. Not sure why I still own this stock.

---

## 14. ```
Mercedes Weighs Pulling US Entry-Level Cars Over Tariffs
``` {#14-```
mercedes-weighs-pulling-us-entry-level-cars}

這篇文章的核心討論主題是：  
**梅賽德斯-賓士（Mercedes-Benz）因美國前總統川普政府對進口汽車加徵的25%關稅，考慮停止在美國銷售部分入門級車型（如GLA SUV），以應對關稅可能導致的經濟效益問題。**  

關鍵點包括：  
1. **關稅影響**：川普政府的25%汽車關稅迫使企業重新評估在美銷售策略。  
2. **產品調整**：賓士可能撤出價格較低的入門車型，因關稅使其利潤受壓，銷售難以為繼。  
3. **商業決策**：此舉反映跨國企業在貿易政策不確定性下的風險管理措施。

- **Reddit 連結**: [https://reddit.com/r/stocks/comments/1joyujv/mercedes_weighs_pulling_us_entrylevel_cars_over/](https://reddit.com/r/stocks/comments/1joyujv/mercedes_weighs_pulling_us_entrylevel_cars_over/)
- **外部連結**: [https://www.reddit.com/r/stocks/comments/1joyujv/mercedes_weighs_pulling_us_entrylevel_cars_over/](https://www.reddit.com/r/stocks/comments/1joyujv/mercedes_weighs_pulling_us_entrylevel_cars_over/)
- **發布時間**: 2025-04-01 23:45:58

### 內容

https://www.bloomberg.com/news/articles/2025-04-01/mercedes-weighs-pulling-us-entry-level-cars-over-trump-tariffs

> Mercedes-Benz Group AG is considering withdrawing i``` least expensive cars from the US because President Donald Trumps auto tariffs would likely make their sales economically unfeasible, according to people familiar with the matter.

> The German automaker is mulling cutting sales of more entry-level models like the small GLA sport utility vehicle as part of broader tariff contingency plans, the people said, declining to be identified because the deliberations are private. Trumps 25% duties are scheduled to take effect this week.

### 討論

**評論 1**:

To everyone commenting: Please focus on how this affec``` the stock market or specific stocks or it will be removed as being off-topic/political.

If you're interested in just politics, see our wiki on "relevant subreddi```" and post to those Reddit communities instead without linking back here, thanks!

I am a bot, and this action was performed automatically. Please contact the moderators of this subreddit if you have any questions or concerns.

**評論 2**:

It looks like the cheapest one is $43k before tariffs

**評論 3**:

So much winning

**評論 4**:

I was downvoted when I wrote that this would affect cheap cars and push manufacturers toward more expensive cars. Expensive cars are more profitable, and sell despite the price hike.

**評論 5**:

I never thought that a republican president would put us on a path of becoming like Cuba. Republicanomics are a joke

---

## 15. ```
Conservative cable channel Newsmax spikes more than 700% in first trading day on NYSE
``` {#15-```
conservative-cable-channel-newsmax-spikes-m}

這篇文章的核心討論主題可以總結為以下兩點：  

1. **Newsmax的市場表現與政治關聯**：  
   - 保守派新聞媒體Newsmax在川普（Donald Trump）及其他共和黨人士當選後收視率上升，但仍落後於主導市場的福斯新聞（Fox News）。  
   - 顯示其成長與保守派政治勢力的興起有關聯。  

2. **財務動態與股票上市**：  
   - Newsmax通過出售股票籌集了7500萬美元（每股10美元），並在紐約證券交易所（NYSE）上市。  
   - 當日股價收盤表現強勁（83.51美元），反映市場對其商業潛力的樂觀態度。  

整體而言，文章聚焦於Newsmax在政治環境下的業務擴張及資本市場的表現。

- **Reddit 連結**: [https://reddit.com/r/stocks/comments/1jp83zx/conservative_cable_channel_newsmax_spikes_more/](https://reddit.com/r/stocks/comments/1jp83zx/conservative_cable_channel_newsmax_spikes_more/)
- **外部連結**: [https://www.reddit.com/r/stocks/comments/1jp83zx/conservative_cable_channel_newsmax_spikes_more/](https://www.reddit.com/r/stocks/comments/1jp83zx/conservative_cable_channel_newsmax_spikes_more/)
- **發布時間**: 2025-04-02 05:58:10

### 內容

The conservative TV news outlet has seen i``` ratings rise with the election of President Donald Trump and other prominent Republicans although it still falls behind the dominant Fox News. Newsmax raised $75 million through the sale of 7.5 million class B common shares at a price of $10 a share. The stock closed at $83.51 for the day.

[https://www.cnbc.com/2025/03/31/newsmax-stock-star-trading-on-nyse.html?utm\_source=convertkit&utm\_medium=email&utm\_campaign=Market%20Bulle:%20Marke%20close%20out%20Q1%20in%20the%20red,%20Trump%20to%20unveil%20more%20tariffs,%20OpenAI%20closes%20$40B%20funding%20round%20-%2017124768](`https`://www.cnbc.com/2025/03/31/newsmax-stock-star-trading-on-nyse.html?utm_source=convertkit&utm_medium=email&utm_campaign=Market%20Bulle:%20Marke%20close%20out%20Q1%20in%20the%20red,%20Trump%20to%20unveil%20more%20tariffs,%20OpenAI%20closes%20$40B%20funding%20round%20-%2017124768)

### 討論

**評論 1**:

$20B market cap, they did $155m revenue and lost $64m last year this might as well be a meme coin thats about to get the rug pulled.

**評論 2**:

This IPO is just mental. MAGA don't seem to be in on this, over on Truth Social they were caught off-guard and didn't even know it was happening. All the $DJT holders are salty af right now.

$20bn is a completely absurd valuation for $NMAX.

The company makes $171m in revenue, is unprofitable with an increasing $72m loss (losses were $41m the previous year) and has negative shareholder equity.

To put it in perspective:

$NMAX is more than double the valuation of The New York Times ($8bn), a company that makes $2.5bn in revenue and is profitable.

It's worth nearly as much as the Fox Corporation which generates $15.1bn in revenue and $2.4bn in profit.

The one thing I would say though, is that out of the other "MAGA stocks" $NMAX is the strongest, even though it still has shitty fundamentals that don't justify it's valuation.

$RUM for example makes $95m revenue, but doesn't even make gross profit. It literally just burns money, with it's cost of revenue being $138m and an overall loss of $338m.

$DJT unsurprisingly is the worst of the bunch, making a measly $3.6m (less than a busy McDonalds branch), and the company actually spent $6.3m more on marketing in 2024 than they did in 2023...only to make ~$500k less in revenue. Additionally the operational losses appear to be growing, latest was about $186m, up from $58m the previous year.

Wouldn't suprise me to see $NMAX absolutely tank in the coming days/weeks. It's already down 15% to $196/share in after hours trading. It's unclear who's actually buying this, some insiders probably got rich af and are about to unload their bags onto retail.

**評論 3**:

I tried to short but there were no shares available.

**評論 4**:

This is what an unhealthy market looks like.

**評論 5**:

PT Barnum was right.

---

## 16. ```
TSMCs $100B Pledge Reportedly Fails to Convince Investors, Analys```  Retail Remains Bearish
``` {#16-```
tsmcs-100b-pledge-reportedly-fails-to-convi}

這篇文章的核心討論主題是：  
**美國政府可能施壓台積電（TSMC）以扶持本土半導體企業（如英特爾），以及台積電近期宣布的1000億美元美國投資計畫缺乏具體細節所引發的市場與政治不確定性**。  

具體要點包括：  
1. **政治壓力與產業動態**：業內猜測美國政府可能透過台積電的投資間接支持英特爾等本土企業，反映地緣政治對半導體產業的影響。  
2. **投資計畫的模糊性**：台積電此次僅宣布擴大在美建廠規模（新增3座晶圓廠及2座先進封裝廠），但未提供具體時間表或資金分配細節，與過往明確的承諾形成對比。  
3. **市場疑慮**：投資者因缺乏細節而感到不安，且分析師預估台積電美國業務在2030年代初僅占總營收不到三分之一，凸顯其全球布局與美國本土化目標的落差。  

整體而言，文章聚焦於台積電在美投資的戰略意圖、政治壓力下的不確定性，以及對其商業與地緣政治定位的潛在影響。

- **Reddit 連結**: [https://reddit.com/r/stocks/comments/1jpmxxb/tsmcs_100b_pledge_reportedly_fails_to_convince/](https://reddit.com/r/stocks/comments/1jpmxxb/tsmcs_100b_pledge_reportedly_fails_to_convince/)
- **外部連結**: [https://www.reddit.com/r/stocks/comments/1jpmxxb/tsmcs_100b_pledge_reportedly_fails_to_convince/](https://www.reddit.com/r/stocks/comments/1jpmxxb/tsmcs_100b_pledge_reportedly_fails_to_convince/)
- **發布時間**: 2025-04-02 20:07:15

### 內容

According to a report by the Financial Times, some industry insiders speculate that the U.S. government may eventually pressure TSMC to support struggling domestic manufacturers like Intel.

NYSE-listed shares of Taiwan Semiconductor Manufacturing Co. (TSMC) (TSM) dipped nearly 1% in Wednesdays pre-market trading after a Financial Times report suggested the companys recently announced $100 billion U.S. investment plan reflec``` an intention rather than a promise.

The report highlighted that while the pledge has temporarily eased political pressure, TSMC has yet to outline specifics on how and when the investment will be deployed, leaving investors uneasy.

It noted that TSMCs latest pledge is significantly different from past commitmen. When TSMC first pledged to build semiconductor fabrication plan (fabs) in Arizona during Trumps first term, it provided detailed construction schedules.

The same applied when it expanded i``` U.S. investment to $40 billion in 2022 and then $65 billion in April 2024.

This time, the company has merely stated that it will add three new fabs to the three already announced, along with two facilities for advanced packaging. No precise timeline or breakdown of the $100 billion expenditure has been given.

The report also pointed out that despite the scale of the investment, TSMCs U.S. operations will remain a fraction of i``` global business.

Analys``` estimate that by the early 2030s, the Arizona fabs will generate no more than one-third of the companys total revenue.

### 討論

**評論 1**:

All big 100 B pledges are worth ignoring right now

**評論 2**:

A few weeks ago some story/rumor came out that TSM was in talks to take less than 50% stake in INTC foundry, but trying to get NVDA/QCOM/AVGO (others?) to join. I suppose that would guarantee some amount of business - or at the very least more motiviation for the project to succeed.

TSM probably more interested in building i``` own fabs in the US - rather than investing in INTC. I suspect the government will make it harder for them to do that, and pushing for investment to be with INTC.

INTC has been a mess; you got to wonder why any of the successful semi players would want to partner with them, when they are doing just fine without them. TSM can just spend the money to build fabs elsewhere.

**評論 3**:

That orange thing is good at getting fake promises and wrecking actual deals Biden accomplished. Republicans think this is genius. Never forget. Never forgive.

**評論 4**:

Gotta grease the fingers of Jr. and Co.

**評論 5**:

Stocks with aggressive investment historically have outperformed stocks that make conservative investmen```.

---

## 17. ```
The AI trade is far from over.
``` {#17-```
the-ai-trade-is-far-from-over-
```}

這段文章的核心討論主題可總結為以下幾點：  

1. **半導體行業的短期波動與市場不確定性**  
   - 半導體板塊因關稅擔憂和整體市場情緒而下跌，但隨著局勢明朗化（如貿易談判重啟），市場可能回穩。  

2. **AI產業對半導體需求的強勁增長**  
   - OpenAI因NVIDIA（NVDA）GPU短缺導致產品延遲，凸顯當前AI運算資源的供不應求。  
   - OpenAI史上最大募資（400億美元）可能進一步投入半導體採購（如NVDA、AVGO的客製化晶片），加劇產業需求。  

3. **半導體供應鏈的長期挑戰**  
   - 大型語言模型（LLM）和未來機器人技術的發展將持續消耗晶片產能，短缺問題可能長期存在。  
   - OpenAI的短缺現象反映全行業面臨的瓶頸，間接利好半導體龍頭企業（如NVDA、AVGO、台積電TSM）。  

4. **投資觀點**  
   - 作者看多半導體產業鏈，尤其推薦NVIDIA（NVDA）、博通（AVGO）和台積電（TSM），認為需求增長將推動其長期價值。  

**總結**：文章聚焦於「AI驅動的半導體需求」與「供應短缺」之間的矛盾，並分析其對市場和投資策略的影響。

- **Reddit 連結**: [https://reddit.com/r/stocks/comments/1jpsm1l/the_ai_trade_is_far_from_over/](https://reddit.com/r/stocks/comments/1jpsm1l/the_ai_trade_is_far_from_over/)
- **外部連結**: [https://www.reddit.com/r/stocks/comments/1jpsm1l/the_ai_trade_is_far_from_over/](https://www.reddit.com/r/stocks/comments/1jpsm1l/the_ai_trade_is_far_from_over/)
- **發布時間**: 2025-04-03 00:17:18

### 內容

The semiconductor sector sold off simply because the rest of the market did, on tariff fears and uncertainty. The fog is clearing after today, then negotiations start.

OpenAI reported they still dont have enough NVDA GPU's to do what they want.

https://techcrunch.com/2025/04/01/sam-altman-says-that-openais-capacity-issues-will-cause-product-delays/

They also had the largest funding round in history, $40 Billion raised. Where is the $40 BILLION going to go? my guess is NVDA, maybe AVGO for custom chips.

https://www.cnbc.com/2025/03/31/openai-closes-40-billion-in-funding-the-largest-private-fundraise-in-history-softbank-chatgpt.html

We are still in the relatively new stages of large language models and we still have chip shortages, when robotics's development expands the shortage will persist.

If OpenAI has stortages, i imagine everyone else does as well.

Long NVDA, AVGO and TSM.

### 討論

**評論 1**:

Counter opinoin - I over. but AI won't go away. I just not profitable.

**評論 2**:

Over might not be correct, but these things tend to go in cycles. Internet stocks went nuclear in the late 90s, but returns in the early 2000s were abysmal.

**評論 3**:

Here is you challenge with NVDA...it is absolutely the cutting edge essential tech hardware for AI, but the entire world is now questioning capx spend plans from the hyperscalers. That means you are going to have multiple contraction in the valuation.

The chinese AI co Deepseek demonstrated that you can develop a competitive AI system without the massive capx (reportedly they spent only $5mm). Meanwhile, hyperscalers are spending hundreds of billions in capx for hardware for AI development. Google alone is spending $75bn this year in capx for AI.

All these companies, Open AI, Google, Apple, Facebook, etc, are now having discussions about the best way to proceed, and that is likely not a comfortable conversation for companies like NVDA. Essentially, software apps can now accomplish for pennies what shear compute power of very expensive hardware was being used for.

NVDA graphics chips used to go for about $20k, but when AI exploded, NVDA chip prices quickly went up to $75k. That gave NVDA op margins of over 60%...insane for a hardware co. Capx spend for 2025 is already locked in so near term numbers should be ok, but the expectation is that in the out years, that spend is coming down. NVDA will still make boucoup bucks, but the days of triple digit rev growth seems over. The real innovations in AI development will be increasingly focused on the software side.

Slowing capx means less pricing power means lower margins means lower multiple.

**評論 4**:

I'm not convinced. The produc don't convince nor sell well. The datacenter sector in China looks like shit after DeekSeek, like, the providers are having trouble getting their stuff used because it's not needed as expected. So both layers of customers of NVIDIA have trouble getting their business model to work. And the 40 Billion investment is from Softbank. It's not like they're the benchmark for well working investmen. Them throwing money in their is not an indicator for anything. For what it's worth, it goes into Jim Cramer indicator direction.

**評論 5**:

They bought Tupperware instead

---

## 18. ```
Trump to announce new 20% tariffs this week on every single US trading partner, not just the initial group of 10-15 countries prev. stated
``` {#18-```
trump-to-announce-new-20-tariffs-this-week-}

這篇文章的核心討論主題可以總結為以下幾點：  

1. **廣泛關稅對產業與投資的影響**：  
   - 探討美國若對所有貿易夥伴實施20%的全面關稅，將對哪些產業造成最大衝擊（相較於過去針對特定產業的關稅，如汽車、葡萄酒等）。  
   - 分析此政策是否會削弱本已疲軟的美國消費者需求，或反而提高美國本土企業的利潤（但同時可能因多數美企依賴海外生產而增加成本）。  

2. **投資策略的不確定性**：  
   - 討論投資者對市場的反應，例如是否繼續買入標普500指數ETF（SP500 ETFs）或選擇撤資。  
   - 作者尋求建議，應如何調整投資組合（如定期定額買入或賣出），並詢問其他投資者如何應對這種政策引發的市場波動。  

3. **政治與經濟的關聯性**：  
   - 引用相關新聞來源（如WSJ、Independent、AP News），暗示政策背景與政治動向（如川普的關稅主張）對經濟決策的影響。  

整體而言，文章聚焦於「全面關稅政策對經濟、產業及個人投資的潛在衝擊」，並反映市場參與者在政策不確定性下的困惑與策略調整需求。

- **Reddit 連結**: [https://reddit.com/r/stocks/comments/1johx3c/trump_to_announce_new_20_tariffs_this_week_on/](https://reddit.com/r/stocks/comments/1johx3c/trump_to_announce_new_20_tariffs_this_week_on/)
- **外部連結**: [https://www.reddit.com/r/stocks/comments/1johx3c/trump_to_announce_new_20_tariffs_this_week_on/](https://www.reddit.com/r/stocks/comments/1johx3c/trump_to_announce_new_20_tariffs_this_week_on/)
- **發布時間**: 2025-04-01 07:50:34

### 內容

What industries will this impact the most? Previous tariffs announcemen``` have been easy to understand what industries it will impact (for example auto tariffs, wine tariffs, etc.). What would a sweeping 20% tariff on virtually every single US trading partner mean for investing?

Will it lead to lower consumer demand in an already weak US consumer?

Will it lead to higher profi for US based companies? Don't most US companies manufacturer ouide of the US, so their operating cos```/COGS will increase?

Is anyone still buying SP500 ETFs, or have people begun to sell? Not sure what to do with my portfolio, or if I should dollar cost average buy vs. sell. If anyone can share how they are navigating this uncertainty - leaving the market completely or riding it out.

---

Sources

https://www.wsj.com/politics/policy/trump-says-he-couldnt-care-less-if-car-prices-go-up-b9b4a211?

https://www.independent.co.uk/news/world/americas/us-politics/trump-third-term-tariffs-live-updates-b2724698.html

https://apnews.com/article/trump-reciprocal-tariffs-liberation-day-april-2-86639b7b6358af65e2cbad31f8c8ae2b

### 討論

**評論 1**:

To everyone commenting: Please focus on how this affec``` the stock market or specific stocks or it will be removed as being off-topic/political.

If you're interested in just politics, see our wiki on "relevant subreddi```" and post to those Reddit communities instead without linking back here, thanks!

I am a bot, and this action was performed automatically. Please contact the moderators of this subreddit if you have any questions or concerns.

**評論 2**:

Nice! Thats really going to work out great for us broke consumers.

**評論 3**:

I love how one man can do this to a country and no one can even get a straight answer on why he's doing this...

**評論 4**:

Every single trading partner? That's insane, RIP USA

**評論 5**:

he's trying to starve the US. Literally.

This is his revenge arc.

---

## 19. ```
r/Stocks Daily Discussion Wednesday - Apr 02, 2025
``` {#19-```
r-stocks-daily-discussion-wednesday-apr-02-}

這段文字的核心討論主題是 **「股票市場的日常討論與資源分享」**，主要內容包括：

1. **日常討論安排**  
   - 週一至週五的例行討論（含特定主題日，如技術分析、選擇權交易、基本面分析等）。

2. **實用工具與資訊來源**  
   - 提供股票數據（Finviz）、市場新聞（Bloomberg、StreetInsider）、全球動態（Reuters）等連結，協助投資者分析市場。

3. **新手學習建議**  
   - 鼓勵基礎問題自行搜尋（如透過Investopedia），進階問題再參與討論。

4. **投資組合與歷史討論**  
   - 引導投資組合相關問題至專屬討論串（Rate My Portfolio），並提供過往討論存檔連結。

總結：這是一個結構化的股票投資交流框架，強調資源整合、自主學習與主題式討論，適用於從新手到進階者的市場參與者。

- **Reddit 連結**: [https://reddit.com/r/stocks/comments/1jpkias/rstocks_daily_discussion_wednesday_apr_02_2025/](https://reddit.com/r/stocks/comments/1jpkias/rstocks_daily_discussion_wednesday_apr_02_2025/)
- **外部連結**: [https://www.reddit.com/r/stocks/comments/1jpkias/rstocks_daily_discussion_wednesday_apr_02_2025/](https://www.reddit.com/r/stocks/comments/1jpkias/rstocks_daily_discussion_wednesday_apr_02_2025/)
- **發布時間**: 2025-04-02 17:30:12

### 內容

These daily discussions run from Monday to Friday including during our themed pos```.

Some helpful links:

Finviz for char```, fundamentals, and aggregated news on individual stocks
Bloomberg market news
StreetInsider news:
- Market Check - Possibly why the market is doing what it's doing including sudden spikes/dips
- Reuters aggregated - Global news

If you have a basic question, for example "what is EPS," then google "investopedia EPS" and click the investopedia article on it; do this for everything until you have a more in depth question or just want to share what you learned.

Please discuss your portfolios in the Rate My Portfolio sticky..

See our past daily discussions here. Also links for: Technicals Tuesday, Options Trading Thursday, and Fundamentals Friday.

### 討論

**評論 1**:

Trump is treating his tariff decision with more secrecy than actual national security info lol

**評論 2**:

Today better be fun. Flat roller coasters are boring.

**評論 3**:

Happy liberation day folks

**評論 4**:

Think on the bright side:

Some people will make a LOT of money today.

**評論 5**:

Its always funny to see people mad that the market does the opposite of what they expect. Its almost like its really, really hard to time the market. If the market was easy to time wed all be rich. Lmao

---

## 20. ```
Do index funds and ETF's regularly change their holdings?
``` {#20-```
do-index-funds-and-etf-s-regularly-change-t}

这篇文章的核心討論主題是：  
**「投資者對於非科技股（尤其是AI相關）為主之指數基金/ETF的配置疑問，以及對基金持股調整頻率與權重變動的關注。」**  

具體要點包括：  
1. **投資偏好**：尋求不重倉科技股（如NVIDIA）或AI領域的基金，並詢問是否存在明確排除這類股票的基金。  
2. **基金運作機制**：  
   - 指數基金/ETF的持股權重調整頻率與幅度（是否自由調整或需遵循特定規則）。  
   - 追蹤標普500或道指的基金是否必須均勻配置，或可動態調整權重。  
3. **透明度與承諾**：  
   - 基金發行者對投資者的義務（如是否需維持特定投資策略的書面承諾）。  
4. **新手困惑**：  
   - 原以為指數基金會均勻分散持股，但實際發現權重可能傾斜且隨時間變動。  

總結：作者希望了解如何選擇符合自身風險偏好（避開科技股）的被動型基金，並釐清這類基金的運作規則與靈活性。

- **Reddit 連結**: [https://reddit.com/r/stocks/comments/1jpvod6/do_index_funds_and_etfs_regularly_change_their/](https://reddit.com/r/stocks/comments/1jpvod6/do_index_funds_and_etfs_regularly_change_their/)
- **外部連結**: [https://www.reddit.com/r/stocks/comments/1jpvod6/do_index_funds_and_etfs_regularly_change_their/](https://www.reddit.com/r/stocks/comments/1jpvod6/do_index_funds_and_etfs_regularly_change_their/)
- **發布時間**: 2025-04-03 02:17:29

### 內容

Im looking to invest in a fund/funds that is not heavily weighed in tech, specifically AI and I know I can see the breakdown of how these index/ETF's are weighted, but how often can they change their holdings within the fund and to what degree?

Like is there such a fund that will not invest in say nvidia or will no invest in tech companies AND i in writing, or are these funds open to how they best see fit to invest, so long as i within the SP 500, or DOW?

Any info on what obligations index/ETFs have to the buyer to keep investing in a certain way.....

I'm new to all this and I always assumed a index fund that tracked the S&P 500 was evenly distributed with all the companies in that market, but it doesn't seem like a lot of them are and they appear free to weigh more to one company over another, and this can shift over time.....

### 討論

**評論 1**:

"I'm new to all this and I always assumed a index fund that tracked the S&P 500 was evenly distributed with all the companies in that market"

You can get the equal weight S&P 500 etf - RSP

"Like is there such a fund that will not invest in say nvidia or will no invest in tech companies AND i in writing, or are these funds open to how they best see fit to invest, so long as i within the SP 500, or DOW?"

If it's in the index it's in the index fund.

You could certainly invest in various funds that were less tech oriented.

AUSF is kind of an interesting ETF in that it allocates between minimum volatility, value, and momentum (either two factors with a 50% / 50% weighting, or all three factors with a weighting of 40% / 40% / 20%.) So you have something that may be more tech oriented if that's working or less if it's not. It's not going to change frequently so you may have periods where it tanks if the market quickly does (early 2020), but it managed through 2022 well when value was in favor.

There's a lot that would be less tech (value, flexible funds, etc) but I definitely wouldn't do no tech.

**評論 2**:

Short answer...no.

an index fund replicates the index and only changes when the index does, usually once a year. There should be no variation.

**評論 3**:

Index funds have to invest in all of the stocks in the index, they may use equal weighting or market capitalization. An index fund can be an ETF.

An ETF is more general it can invest in an index or it can invest whatever it says it's investing in small caps, medium caps, dividend stocks, tech stocks, large caps etc. The fund manager decides what to buy.

---

## 21. ```
Interesting Stocks Today (04/2)
``` {#21-```
interesting-stocks-today-04-2-
```}

這篇文章的核心討論主題是 **「短線交易機會與市場波動的潛在觸發因素」**，具體聚焦於以下幾點：

1. **政治事件驅動的市場波動**  
   - 美國前總統川普擬宣布新關稅政策（Rose Garden演講），可能引發全球貿易緊張（如中美互相報復），影響相關股票（如中國大型股ETF FXI、阿里巴巴BABA）及大盤指數（SPY、QQQ）。
   - 中國限制企業投資美國的回應，被視為貿易戰升級的信號，可能加劇市場流動性風險與波動。

2. **特定股票的短線交易機會**  
   - **特斯拉（TSLA）**：中國交付量不及預期，關注關鍵價格位（$250-$260）的技術面操作。  
   - **社交媒體股（META、SNAP、GOOG）**：TikTok可能面臨美國禁令的倒數期限，若成真將利好競爭對手。  

3. **新聞事件與時間敏感性**  
   - 強調「即時頭條」（如關稅細節、TikTok進展）對當日交易的關鍵影響，交易策略需快速反應（例如「速度交易」）。  

4. **風險與不確定性**  
   - 政策不明確性（如關稅幅度、中國反制措施）可能導致市場劇烈震盪，需密切監測消息面。  

總結：作者提供了一份以「事件驅動」為導向的短線交易觀察清單，核心邏輯是透過政治動向、企業數據及政策期限等催化劑，捕捉個股或板塊的短期價格波動機會，並強調靈活應對突發新聞的重要性。

- **Reddit 連結**: [https://reddit.com/r/stocks/comments/1jpoamx/interesting_stocks_today_042/](https://reddit.com/r/stocks/comments/1jpoamx/interesting_stocks_today_042/)
- **外部連結**: [https://www.reddit.com/r/stocks/comments/1jpoamx/interesting_stocks_today_042/](https://www.reddit.com/r/stocks/comments/1jpoamx/interesting_stocks_today_042/)
- **發布時間**: 2025-04-02 21:15:56

### 內容

This is a daily watchlist for short-term trading: I might trade all/none of the stocks listed, and even stocks not listed! I am targeting potentially good candidates for short-term trading; I have no opinion on them as investmen```. The potential of the stock moving today is what makes it interesting, everything else is secondary.

News: Trump Weighing Tariff Options As Rose Garden Event Nears

Trump speaks at the Rose Garden at 4PM EST today- be on the lookout for incremental headlines or anything that is passed on from his admin.

FXI (China Large-Cap ETF), BABA (Alibaba), PDD (Pinduoduo), JD (JD.com) - China is restricting domestic companies from investing in the U.S. This is significant news in that it's a "warning shot across the bow" from China; they're slowly starting to escalate in response to Trump's potential tariffs coming out later today. A sign of escalation and a warning, China is essentially responding in kind that it will give tariffs back (just like 2018). Reduced Chinese investment could result in less liquidity in the marke``` overall and larger volatility. If you want to see a reminder of how Chinese stocks performed when we got into a trade war, look at 2018-2019. We haven't a seen a meaningful move in these stocks yet, but if there are responses from China in kind to the tariff announcement today, things are going to get volatile,

SPY (S&P 500 ETF), QQQ (Invesco QQQ), VXX, etc. - President Trump is set to unveil new tariffs today but is still finalizing details. Options include a tiered system (10%-20%) or a flat 20% global tariff. We're likely going to see a LOT of incremental headlines today on this until Trump speaks in the Rose Garden; I'll be watching what he says on the websites he pos``` on, and going for the speed trade on this. He is expected to talk at 4PM Eastern. Obviously, a lot of volatility and uncertainty due to no one knowing what exactly the tariff plans are going to be. The imposition of new tariffs could escalate trade tensions, leading to retaliatory measures from affected countries (which we don't know the extent of how many are affected) and impacting global economic growth.

TSLA (Tesla)- Tesla reported preliminary March China deliveries of 78.8K vehicles vs 89.1K YoY. The company has delivered 336,681 cars in the first quarter, far fewer than the 390,000 expected. The decline in Tesla's China deliveries was a bit of a signal that the global sales would be bad, but frankly this wasn't as terrible as I expected. Currently short, will cover if we break $260 to the upside. Also interested in the $250 level. You guys know the risks by now (BYD and competitors, Musk, politics, etc).

META, SNAP, GOOG - The April 5th deadline for TikTok to be sold off or face a ban is approaching, potentially leading to incremental headlines today in addition to tariff news. No real move in these stocks yet but I expect any news headline that is negative for TikTok to be great for the companies I'm watching (social media rivals). A ban on TikTok could alter the membership for the social media sites mentioned (they have to go somewhere). Since this is a weekend headline, I'm thinking of buying more GOOG- if TikTok DOES get banned, then these companies will likely gain. Otherwise, business continues as usual and they don't benefit. .

### 討論

**評論 1**:

As a reminder of how Chinese stocks performed during trade war look at 2018-2020? The same period China is on the most strict covid lockdown ever seen? You've got to be kidding. Trade war won't effect China as bad this time around.

**評論 2**:

I'm surprised how badly Millennium and Citadel did in the last quarter.

---

## 22. ```
America is going to get rocked. China, Japan, South Korea will jointly respond to US tariffs, Chinese state media says
``` {#22-```
america-is-going-to-get-rocked-china-japan-}

這篇文章的核心討論主題是：  
**中國、日本和南韓三國在時隔五年後重啟經濟對話，並同意共同應對美國的關稅政策，以促進區域貿易合作，同時顯示出美國的貿易保護主義可能促使亞洲國家加強與中國的經濟聯繫。**  

具體要點包括：  
1. **聯合應對美國關稅**：三國通過經濟對話協調立場，計劃共同回應美國總統川普的關稅措施。  
2. **區域貿易合作**：會議旨在推動亞洲區域內的自由貿易，減少對美國市場的依賴。  
3. **國際媒體佐證**：除中國官方媒體外，其他國際媒體（如彭博社、日經新聞等）也報導了此事，顯示合作並非僅中國單方面宣傳。  
4. **地緣經濟影響**：美國的貿易政策可能間接促使日、韓等傳統盟友向中國靠攏，強化亞洲內部的經濟整合。  

補充背景：討論中也提及歐盟尚未明確回應美國關稅，但預期德國可能主導歐盟的反制行動。

- **Reddit 連結**: [https://reddit.com/r/stocks/comments/1jo76s8/america_is_going_to_get_rocked_china_japan_south/](https://reddit.com/r/stocks/comments/1jo76s8/america_is_going_to_get_rocked_china_japan_south/)
- **外部連結**: [https://www.reddit.com/r/stocks/comments/1jo76s8/america_is_going_to_get_rocked_china_japan_south/](https://www.reddit.com/r/stocks/comments/1jo76s8/america_is_going_to_get_rocked_china_japan_south/)
- **發布時間**: 2025-04-01 00:22:11

### 內容

https://www.reuters.com/world/china-japan-south-korea-will-jointly-respond-us-tariffs-chinese-state-media-says-2025-03-31/

BEIJING, March 31 (Reuters) - China, Japan and South Korea agreed to jointly respond to U.S. tariffs, a social media account affiliated with Chinese state broadcaster CCTV said on Monday.The commen``` came after the three countries held their first economic dialogue in five years on Sunday, seeking to facilitate regional trade as the Asian powers brace against U.S. President Donald Trump's tariffs.

EU hasn't even clap back yet.

Edit. For those who say this is Chinese media, the other countries are not refuting this claim. China is taking the lead on this. For EU, I think Germany will take the lead on that.

Edit 2. Since there are many commen``` regarding this being Chinese propaganda, below are more links to prove that this isn't just coming from Chinese Media.

https://www.bloomberg.com/news/articles/2025-03-30/china-japan-s-korea-renew-free-trade-call-vow-to-build-ties

https://www.newsweek.com/trump-tariffs-pushing-asian-allies-toward-china-2052937

https://www.france24.com/en/live-news/20250330-china-south-korea-and-japan-agree-to-strengthen-free-trade

https://www.japantimes.co.jp/business/2025/03/30/japan-china-south-korea-trade-ministers/

https://www.globaltimes.cn/page/202503/1331179.shtml

https://asia.nikkei.com/Economy/Trade-war/Trump-s-threat-to-free-trade-brings-China-Japan-South-Korea-closer

### 討論

**評論 1**:

To everyone commenting: Please focus on how this affec``` the stock market or specific stocks or it will be removed as being off-topic/political.

If you're interested in just politics, see our wiki on "relevant subreddi```" and post to those Reddit communities instead without linking back here, thanks!

I am a bot, and this action was performed automatically. Please contact the moderators of this subreddit if you have any questions or concerns.

**評論 2**:

You totally fucked up if you did something so stupid that China, Japan and South Korea agree to do something jointly

**評論 3**:

Lol! Cant wait for the spin on this one. When Japan & SK do anything jointly with China, thats an anomaly and indicative of a bigger problem: trump & his policies.

**評論 4**:

The 3 countries historically never like each other and this orange man single-handedly reunited them with a common cause!

Trump the great unifier!

**評論 5**:

Trump is an incredible politician. Hes managed to unite the entire planet unfortunately the united front faces the United States.

Maybe he intends to use this to run for President of Earth next.

---

## 23. ```
Though``` on gene editing stocks? Getting smoked
``` {#23-```
though```-on-gene-editing-stocks-getting-sm}

這篇文章的核心討論主題是：  
**「基因編輯相關股票（如 $CRSP、$BEAM、$NTLA）近期因政治因素（如 RFK Jr. 的言論與政府官員變動）暴跌，是否已反映過度悲觀的破產預期？在當前低價下，這些具長期創新潛力的股票是否值得逢低買入？」**  

具體要點包括：  
1. **股價暴跌原因**：政治人物（如 RFK Jr.）的負面影響及聯邦政府相關生物科技官員離職。  
2. **產業價值矛盾**：公司雖具尖端技術與長期潛力，但市場定價卻反映破產風險。  
3. **投資機會爭議**：探討在政治不確定性（如 RFK 和特朗普潛在政策）下，是否應「抄底」這些被低估的股票。  

整體聚焦於「政治風險 vs. 創新產業投資價值」的權衡。

- **Reddit 連結**: [https://reddit.com/r/stocks/comments/1jp9hbw/thoughts_on_gene_editing_stocks_getting_smoked/](https://reddit.com/r/stocks/comments/1jp9hbw/thoughts_on_gene_editing_stocks_getting_smoked/)
- **外部連結**: [https://www.reddit.com/r/stocks/comments/1jp9hbw/thoughts_on_gene_editing_stocks_getting_smoked/](https://www.reddit.com/r/stocks/comments/1jp9hbw/thoughts_on_gene_editing_stocks_getting_smoked/)
- **發布時間**: 2025-04-02 06:57:26

### 內容

Stocks such as $CRSP, $BEAM, $NTLA, just to name a few, have been getting absolutely destroyed, partially due to RFK jr. and I think another important member within the federal government related to bio recently stepped down.

These are starting to look like they are getting priced for bankruptcy, and is arguably one of the most innovative tech in the sector to this day with great longer term promise.

Are these a lost cause under RFK and Trump? Or could they be worth bottom fishing

### 討論

**評論 1**:

Welcome to r/stocks!

For stock recommendations please see our portfolio sticky, sort by hot, it's the first sticky, or see past portfolio stickies here.

For beginner advice, brokerage info, book recommendations, even advanced topics and more, please read our Wiki here.

If you're wondering why a stock moved a certain way, check out Finviz which aggregates the most news for almost every stock, but also see Reuters, and even Yahoo Finance.

Also include some due diligence to this post or it may be removed if it's low effort.

I am a bot, and this action was performed automatically. Please contact the moderators of this subreddit if you have any questions or concerns.

**評論 2**:

They have been crap way before Trump. The only reason the price went up so high was due to QE during Covid.

**評論 3**:

As someone in the field;

The #s of patien``` are too low for the low hanging fruit.

The regulatory hurdles are tremendous.

The cos``` are too high.

Investors got sold a story of hope and greed, and bought in hard. Be more cynical. When you have to trust the federal government to change i``` mind in order for your business/investment to be profitable, you're probably going to have a hard time.

**評論 4**:

Just because gene editing is the future doesn't mean those stocks are.

for example, CRSP is deeply cash flow negative and issues hundreds of millions in stock based compensation. it's a nonprofit designed to move investors' money to engineers who couldn't hack it at pfizer.

scans to me even if they discover the secret to immortality they're going to dump as much equity into their own pocke as they can before selling out to AstraZeneca or whoever. In that sense they're like shitty lotto ticke.

**評論 5**:

These companies are capital intensive, pre profit and need favourable govt policy. So - when the market turns negative, they will bleed hard. If you want a position, just be ready for a volatile, long-term ride.

---

## 24. ```
Tesla car sales in France, Sweden drop to lowest first-quarter in four years
``` {#24-```
tesla-car-sales-in-france-sweden-drop-to-lo}

這篇文章的核心討論主題是：**法國汽車市場（尤其是電動車領域）的銷售下滑與競爭格局變化**，具體聚焦於以下幾點：

1. **特斯拉在法國銷售大幅下滑**  
   - 3月銷量年減36.83%，第一季市占率降至1.63%，反映其市場競爭力下降。  
   - 對比中國電動車品牌（如比亞迪）市占率上升至3.19%，凸顯中國車企的擴張趨勢。

2. **法國整體汽車市場萎縮**  
   - 3月新車註冊量年減14.54%，第一季累計下降7.83%，顯示消費需求放緩或供應鏈等結構性問題。

3. **全球電動車競爭動態**  
   - 特斯拉即將公布全球產銷數據，法國市場的疲軟可能預示其全球表現的挑戰。  
   - 中國品牌在歐洲市場的崛起，加劇了傳統電動車領導者（如特斯拉）的壓力。

**關鍵詞**：特斯拉銷量下滑、中國電動車擴張、法國汽車市場衰退、電動車競爭格局。

- **Reddit 連結**: [https://reddit.com/r/stocks/comments/1joq631/tesla_car_sales_in_france_sweden_drop_to_lowest/](https://reddit.com/r/stocks/comments/1joq631/tesla_car_sales_in_france_sweden_drop_to_lowest/)
- **外部連結**: [https://www.reddit.com/r/stocks/comments/1joq631/tesla_car_sales_in_france_sweden_drop_to_lowest/](https://www.reddit.com/r/stocks/comments/1joq631/tesla_car_sales_in_france_sweden_drop_to_lowest/)
- **發布時間**: 2025-04-01 15:51:42

### 內容

https://www.reuters.com/business/autos-transportation/france-car-registrations-down-1454-march-tesla-sales-fall-3683-2025-04-01/

Tesla registered in March 3,157 car sales in France, a 36.83% drop from last year, for a total of 6,693 car registrations in the first quarter, data from French car body PFA showed.

I``` market share in the country dropped to 1.63% in the quarter ending March, and lost ground to brands not accounted for by the PFA, including BYD (002594.SZ) and other Chinese EV makers, whose total share of the market rose to 3.19%.

Overall new car registrations in France fell 14.54% in March and were down 7.83% in the first quarter.

Tesla is set to report i``` global first-quarter deliveries and production numbers on Wednesday.

### 討論

**評論 1**:

Registrations in Sweden for Mars:

Model Y: down 61.9% compared to last year, to 767 cars.

Model 3: down 70.6% to 131 cars.

Model X: only 2 registered.

Model S: only 1 registered.

Total number of registered cars in Sweden for Mars: 24 024 cars, an increase of 1% compared to Mars 2024.

https://www.svd.se/a/yEr2zr/tvarnit-for-tesla-pa-svenska-marknaden?utm_source=androidapp&utm_medium=share

**評論 2**:

TSLA stock is green. Sad

**評論 3**:

Those numbers are comically low. How is Tesla a one trillion dollar company? lol

**評論 4**:

How many pos``` about tesla sales numbers does this sub require per week? Seems the quota must be pretty high.

**評論 5**:

Oh boy another r/stocks karma farming post!

---

## 25. ```
Buying a large position/ or an entire micro cap company?
``` {#25-```
buying-a-large-position-or-an-entire-micro-}

這篇文章的核心討論主題是：**購買大量股份是否可能獲得公司董事會席位或被邀請參加股東大會**。具體探討的情境包括：

1. **持股比例與影響力**：若一家公司的市值較小（例如100萬美元），而投資者購買了顯著比例的股份（例如10%，即10萬美元），是否因此獲得參與公司治理的機會（如董事會席位或股東會議邀請）。  
2. **上市公司的規範**：假設公司是在紐約證交所（NYSE）或納斯達克（Nasdaq）上市，需符合這些交易所的監管規則，例如股東權益的行使門檻或董事提名程序。  

簡言之，文章聚焦於「股權比例與公司治理參與權之間的關係」，並以具體案例說明潛在的可能性與限制。

- **Reddit 連結**: [https://reddit.com/r/stocks/comments/1jpw470/buying_a_large_position_or_an_entire_micro_cap/](https://reddit.com/r/stocks/comments/1jpw470/buying_a_large_position_or_an_entire_micro_cap/)
- **外部連結**: [https://www.reddit.com/r/stocks/comments/1jpw470/buying_a_large_position_or_an_entire_micro_cap/](https://www.reddit.com/r/stocks/comments/1jpw470/buying_a_large_position_or_an_entire_micro_cap/)
- **發布時間**: 2025-04-03 02:34:47

### 內容

Is this possible? If there are enough shares ou```tanding and you buy a significant amount do you get invited to be on the board of directors or invited to shareholder meeting? For example if a company has a market cap of say $1 million and you buy $100k of stock. This is assuming the company trades on NYSE or Nasdaq.

### 討論

**評論 1**:

Outlined in the company charter, I think. And they don't have to sell shares with voting righ``` if they don't want to. Board members are mostly voted in as far as I know

**評論 2**:

Those would be pink sheet stocks, and you would need to file a SEC 13D and form 4 when you go over 5%. There is no rule about board membership, each co has their own standards. You would be best off speaking with the company's directors first about your intentions.

---

# 總體討論重點

以下是25篇文章的條列式重點總結，並附上對應的文章錨點連結：

---

### 1. [川普向核心圈透露馬斯克將退出團隊](#anchor_id1)  
1. **馬斯克角色轉變**：從核心角色（如「治理夥伴」）轉為低調支持。  
2. **關係維持正面**：雙方對「政府效率部門」計畫仍滿意，但共識馬斯克需回歸商業本業。  
3. **決策背景未明**：可能因政治爭議或策略調整。  

---

### 2. [中國限制企業投資美國](#anchor_id2)  
1. **政策動機**：反制美國關稅，控制資本外流。  
2. **中美衝突**：美國擬擴大關稅，中國以資本流動為武器。  
3. **影響層面**：企業不確定性增加，市場下跌，地緣風險擴及日韓。  

---

### 3. [特斯拉股價逆勢上漲5%](#anchor_id3)  
1. **負面事件**：銷量下滑、政治支持失利。  
2. **市場異常**：股價背離基本面，疑因市場操縱或未揭露利好。  

---

### 4. [瑞典Folksam集團出售特斯拉持股](#anchor_id4)  
1. **出售原因**：特斯拉工會立場違反ESG原則。  
2. **嘗試失敗**：溝通無效後撤資。  

---

### 5. [特斯拉Q1交付量低於預期](#anchor_id5)  
1. **數據下滑**：交付量336,000輛，年減13%。  
2. **多重挑戰**：工廠停產、歐洲市占暴跌、馬斯克政治爭議。  

---

### 6. [美國旅遊業衰退的投資策略](#anchor_id6)  
1. **現象分析**：加拿大赴美旅遊暴跌70%。  
2. **策略布局**：做空依賴美加航線企業，做多非美旅遊股。  

---

### 7. [亞馬遜競購TikTok](#anchor_id7)  
1. **收購行動**：亞馬遜最後一刻提案，但談判方不看好。  
2. **政治角力**：美國要求TikTok脫離字節跳動，否則禁令。  

---

### 8. [特朗普媒體股價因內部拋售風險下跌](#anchor_id8)  
1. **股價暴跌**：潛在1.34億股出售引發恐慌。  
2. **財務困境**：2024年虧損4.01億美元，股價與基本面脫鉤。  

---

### 9. [亞特蘭大聯儲GDPNow模型優勢](#anchor_id9)  
1. **模型特性**：即時更新，波動期更靈敏。  
2. **比較紐約聯儲**：GDPNow適合當前經濟不確定性。  

---

### 10. [美國衰退風險上升](#anchor_id10)  
1. **市場預測**：衰退機率兩週內23%→44%。  
2. **機構調整**：高盛上調預期至35%。  

---

### 11. [特斯拉「ERDF」效應與內部危機](#anchor_id11)  
1. **質疑數據**：隱蔽停車場堆積未售車輛。  
2. **ERDF影響**：馬斯克炒作未來技術掩蓋當下問題。  

---

### 12. [川普關稅政策與市場反應](#anchor_id12)  
1. **政策預告**：新關稅可能較預期寬鬆。  
2. **市場猜測**：若關稅溫和或觸發反彈。  

---

### 13. [Rivian交付量下滑反映EV困境](#anchor_id13)  
1. **需求疲軟**：交付量年減36%，消費者轉向混動車。  
2. **關稅衝擊**：供應鏈成本上升加劇壓力。  

---

### 14. [賓士考慮撤出入門級美國車型](#anchor_id14)  
1. **關稅影響**：25%關稅壓縮利潤。  
2. **策略調整**：停售低利潤車款（如GLA SUV）。  

---

### 15. [Newsmax上市首日暴漲700%](#anchor_id15)  
1. **政治關聯**：保守派媒體受益於共和黨勝選。  
2. **財務表現**：募資7500萬美元，股價收盤83.51美元。  

---

### 16. [台積電千億美元投資計畫疑慮](#anchor_id16)  

2025-04-03-rising

討論重點

1. 川普向核心圈透露馬斯克將退出團隊

2. 中國限制企業投資美國

3. 特斯拉股價逆勢上漲5%

4. 瑞典Folksam集團出售特斯拉持股

5. 特斯拉Q1交付量低於預期

6. 美國旅遊業衰退的投資策略

7. 亞馬遜競購TikTok

8. 特朗普媒體股價因內部拋售風險下跌

9. 亞特蘭大聯儲GDPNow模型優勢

10. 美國衰退風險上升

11. 特斯拉「ERDF」效應與內部危機

12. 川普關稅政策與市場反應

13. Rivian交付量下滑反映EV困境

14. 賓士考慮撤出入門級美國車型

15. Newsmax上市首日暴漲700%

16. 台積電千億美元投資計畫疑慮

文章核心重點

目錄

Trump speaks at the Rose Garden at 4PM EST today- be on the lookout for incremental headlines or anything that is passed on from his admin.

討論重點​

1. 川普向核心圈透露馬斯克將退出團隊​

2. 中國限制企業投資美國​

3. 特斯拉股價逆勢上漲5%​

4. 瑞典Folksam集團出售特斯拉持股​

5. 特斯拉Q1交付量低於預期​

6. 美國旅遊業衰退的投資策略​

7. 亞馬遜競購TikTok​

8. 特朗普媒體股價因內部拋售風險下跌​

9. 亞特蘭大聯儲GDPNow模型優勢​

10. 美國衰退風險上升​

11. 特斯拉「ERDF」效應與內部危機​

12. 川普關稅政策與市場反應​

13. Rivian交付量下滑反映EV困境​

14. 賓士考慮撤出入門級美國車型​

15. Newsmax上市首日暴漲700%​

16. 台積電千億美元投資計畫疑慮​

文章核心重點​

目錄​

Trump speaks at the Rose Garden at 4PM EST today- be on the lookout for incremental headlines or anything that is passed on from his admin.

討論重點

1. 川普向核心圈透露馬斯克將退出團隊

2. 中國限制企業投資美國

3. 特斯拉股價逆勢上漲5%

4. 瑞典Folksam集團出售特斯拉持股

5. 特斯拉Q1交付量低於預期

6. 美國旅遊業衰退的投資策略

7. 亞馬遜競購TikTok

8. 特朗普媒體股價因內部拋售風險下跌

9. 亞特蘭大聯儲GDPNow模型優勢

10. 美國衰退風險上升

11. 特斯拉「ERDF」效應與內部危機

12. 川普關稅政策與市場反應

13. Rivian交付量下滑反映EV困境

14. 賓士考慮撤出入門級美國車型

15. Newsmax上市首日暴漲700%

16. 台積電千億美元投資計畫疑慮

文章核心重點

目錄