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Morgan Stanley: China's Auto Sector is "Extremely Unloved" As Recession Meets Robotaxis

If you walked into a room of Asia-Pacific fund managers today and whispered the words "China EV exposure," you would likely be met with a sea of blank stares or nervous glances towards the exit. According to a new research note released today by Morgan Stanley, the

Antigravity Accelerates A1 Launch to Counter DJI's Avata 360 in 360-Degree Drone Battle

Antigravity has moved up the launch date for its A1 drone to December 4, 2025, nearly two months ahead of schedule, in what market observers view as a strategic move to gain ground before DJI Technology Co. releases its competing Avata 360 model. The A1, marketed as the world'

Alibaba Challenge Meta and Xiaomi with Launch of Qwen-Powered AI Glasses

Alibaba Group Holding Ltd. has officially entered the consumer hardware market with the launch of its first AI-powered smart glasses, driven by its proprietary Qwen large language model. The release marks a significant strategic pivot for the Chinese tech giant as it seeks to extend its "AI-First&

Chinese Tech Giants Shift AI Training Abroad to Navigate US Chip Curbs

Major Chinese technology corporations are reportedly establishing artificial intelligence training operations outside mainland China to secure access to advanced computing hardware restricted by US export controls. By utilizing overseas data centers, these companies aim to maintain competitiveness in the global AI race despite tightening geopolitical constraints. According to a report

Citi Slashes NIO Target Price as Order Book Wanes and EV War Intensifies into 2026

In the relentless fierce arena of China’s electric vehicle market, momentum is everything. When order books begin to thin out just as a wave of competitor supply hits the market, smart money starts to worry. This is precisely the narrative emerging from a new research note by Citi Research,

China’s Auto Margins Shrink to Historic Lows Despite Revenue Surge, CPCA Says

China’s automobile industry is grappling with a deepening disparity between surging revenue and shrinking profitability, as aggressive pricing strategies and rising production costs compress margins to near-historic lows. Despite a robust 11% increase in production output during the first ten months of 2025, the sector’s profit margins

JD.com’s Auto Push Stumbles as Buyers Reject Vehicles Over Misleading Specs and Hidden Terms

JD.com's ambitious expansion into automotive retailing has hit immediate turbulence, with its exclusive "mass-market" electric vehicle facing a wave of order cancellations and refund demands just days after deliveries began. The backlash stems from consumer allegations of material discrepancies between marketing materials and delivered

Morgan Stanley Says China’s Electric Trucks Will Drive the Next Battery Boom

While global markets continue to fret over a potential plateau in consumer electric vehicle demand, a massive structural shift is occurring in China’s logistics sector that may have been overlooked by the broader market. According to a new research note from Morgan Stanley released on November 26, 2025, the

WeRide CEO Prioritizes Profitability Over Fleet Scale, See Breakeven on Horizon

Han Xu, founder and CEO of WeRide, stated that the autonomous driving technology company is approaching its break-even point, emphasizing a strategy focused on sustainable business metrics rather than aggressive fleet expansion. In a recent interview with Nikkei Asia, Han expressed optimism regarding international markets outside the United States.

Morgan Stanley: Li Auto’s "Head-Scratching" Rally Masks Margin Pain As Pivot To 2026 Becomes Critical

In a market environment where fundamental logic often takes a backseat to narrative shifts, the recent price action of Li Auto Inc. offers a prime case study. Following a third-quarter print that can be charitably described as "weaker" and guidance for the fourth quarter that was downright