U.S. Stock Market Night Trading Movements
XPeng's stock fell 3.18% in night trading, possibly influenced by market expectations regarding advancements in autonomous driving technology. Recently, XPeng held an AI technology sharing session, revealing the development of a large-scale autonomous driving model. This news may have sparked market anticipation for its technological progress. However, despite the promising technological advancements, the market may be cautious about its short-term profitability and practical application effects, leading to a decline in stock price.
Additionally, JP Morgan's research report pointed out that although XPeng has strong profit momentum, the slowdown in global economic growth could have potential impacts on it, further exacerbating market concerns. The report noted that XPeng's profit momentum is strong, especially against the backdrop of robust sales of new energy vehicles. However, the slowdown in global economic growth could pose potential impacts, leading the market to adopt a cautious stance regarding its future performance. Analysts believe that U.S. auto tariffs have a slight impact on the Chinese automotive industry, but the average operating profit of global automakers may decrease by about 30%, which could imply reduced financial flexibility for Chinese automakers in the international market. Nevertheless, XPeng is still considered one of the preferred stocks in the automotive sector, reflecting market recognition of its long-term potential.
Top Stocks by Industry Trading Volume
Tesla's stock price decline may be related to the impact of Trump's tariff policy, leading to higher sales prices and reduced market share. Due to increased tariffs, Tesla has suspended orders for the Model S and Model X in China, resulting in elevated sales prices that affect market demand. Additionally, Tesla's sales in the U.S. market have decreased, with market share dropping from 51% in the same period last year to 44%. This reduction in market share reflects a decline in consumer confidence in the Tesla brand.
Tesla's CEO Elon Musk has also publicly opposed Trump's tariff policy, attempting to distance himself from Trump. However, these efforts have not had a substantial impact on U.S. tariff policy. The political pressure and intensified competition that Tesla faces in the global market have led to greater volatility in its stock price.
Furthermore, Tesla's newly launched version of the Cybertruck in the U.S. has improved product diversity, but increased tariffs may raise vehicle prices, affecting sales expectations across the automotive industry. Goldman Sachs' adjustment of its U.S. auto sales forecast reflects concerns among experts about how increased tariffs will impact consumer purchasing power and vehicle sales.
Toyota Motor's stock rose 2.76% in night trading, possibly influenced by challenges in the electric vehicle transition and expectations for growth in hybrid vehicle sales. According to Bernstein's analysis, although Japanese automakers lag behind their global peers in the electric vehicle sector, hybrid vehicle sales are expected to grow at a rate of 6% per year, providing support for companies with strong hybrid vehicle lineups. Additionally, if Toyota Industries Corporation sells its stake in Toyota Motor, it could bring potential upside. Bernstein has given Toyota Industries Corporation an outperform rating, while Toyota Motor received a market perform rating. Overall, consolidation within the industry may intensify, especially during the electric vehicle transition process. Bernstein's analysis indicates that Toyota Motor faces challenges in the electric vehicle transition, but the expected growth in hybrid vehicle sales provides some support for the company
Bernstein has given Toyota Industries Corporation an outperform rating, while Toyota Motor has received a market perform rating.
Ford Motor's stock price rose due to Trump's consideration of tariff exemptions. Ford Motor's stock price has fluctuated in recent days, primarily influenced by news of Trump's consideration of temporarily exempting import tariffs on automobiles. This statement from Trump may have relieved automakers, as the uncertainty surrounding tariff policies has been a focal point for the market. As a result, Ford Motor's stock price rebounded, reversing the early morning decline.
Additionally, Ford Motor's short interest has increased, indicating market concerns about its future performance. According to the latest report, Ford's short interest has risen to 39.85%, which could lead to stock price volatility as investors may engage in short covering in the short term

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Tesla fell 0.74% in after-hours trading; Toyota Motor rose 2.76% in after-hours trading

- Xpeng Motors' stock fell 3.18% in after-hours trading, likely due to market concerns about its short-term profitability despite advancements in autonomous driving technology.  
- Tesla's stock also declined, influenced by Trump's tariff policies and increased competition, with analysts expressing pessimism about its future performance and market share.  
- Conversely, Toyota's stock rose 2.76%, supported by expectations of growth in hybrid vehicle sales amid challenges in transitioning to electric vehicles.

U.S. stock night market volatility: XPeng fell 3.18% in the night market