. According to The Information, ByteDance plans to spend $ billion to purchase Nvidia chips next year and is reportedly in talks with data center operators about using Blackwell chips.
. UBS: Tesla's Q delivery volume is expected to be about , vehicles. We believe that the impact of this data on the stock price has weakened
. UBS released a report on Monday, predicting that Tesla will announce turkey phone number list its fourthquarter delivery volume on January , which will be approximately , vehicles, a yearonyear increase of and a monthonmonth increase of . UBS's forecast was slightly below Visible Alpha's consensus forecast of , units, but in line with investors' expected range of , to , units. However, UBS analysts noted: "Given the AIdriven narrative surrounding the stock, we believe the delivery results will not be as significant as in the past." Compared with the past, the impact of delivery data on Tesla's stock price has weakened. Tesla's energy storage business is also worth paying attention to. UBS expects deployments to reach . GWh in the quarter, a increase from the previous quarter. This forecast is very close to Visible Alpha's . GWh forecast.
After the delivery report is released, market focus will shift to Tesla’s earnings call at the end of January. UBS stressed that investors may pay more attention to Musk's comments, especially those regarding guidance and AI development, rather than just financial metrics. Tesla has said its goal is to achieve sales growth of to , or . million to . million vehicles, higher than the UBS and market consensus expectations of . million and million vehicles. New models, including the lowpriced model and the revamped Model Y expected to be launched at the beginning of the year, are likely to drive this sales growth.