Michael Burry Buys China Stocks While Shorting Nasdaq: These ETFs Capture His Bet
Michael Burry buys BYD, JD.com and Tencent while shorting Nasdaq. 3 China ETFs offer exposure to his latest market bets.
Stocks · News reference
Jason Calacanis warns cheap Chinese EVs could devastate U.S. automakers, while Sen. Elissa Slotkin cites security risks.
Reference Details
Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.
Keep reading
Michael Burry buys BYD, JD.com and Tencent while shorting Nasdaq. 3 China ETFs offer exposure to his latest market bets.
https://www.wsj.com/economy/trade/eu-to-cap-chinese-hybrid-vehicle-imports-at-350-000-units-annually-official-says-2198522f
The robotaxi industry is creating a strategic divide between Transportation-as-a-Service (TaaS) companies like Tesla and Waymo that aim to own the customer relationship, and traditional automakers like Ford and GM that prefer selling autonomous vehicles to consumers. EVs' superior cost-per-mile economics make them ideal for continuous robotaxi operation, but the market will likely support both models. Tesla and BYD hold advantages due to their leading EV hardware positions, though Tesla's stock is heavily priced on successful robotaxi rollout assumptions.
The global Battery Energy Storage System market is projected to expand from USD 74.6 billion in 2026 to USD 170.1 billion by 2033, with a CAGR of 12.50%. Growth is driven by renewable energy integration, grid modernization, transportation electrification, and decarbonization initiatives. Asia-Pacific is expected to record the fastest growth, while lithium-ion batteries dominate the market segment.
Cerence AI and Geely are expanding their collaboration from intelligent cockpits to service robotics, debuting a humanoid robot at the Paris Motor Show. The partnership leverages Cerence's production-proven conversational AI technologies to enable natural, multilingual human-machine interaction for robotics applications, marking Cerence's expansion beyond automotive into physical AI systems.
N-Dream announced a partnership with Zeekr, the premium electric vehicle brand from Geely Auto Group, to integrate AirConsole in-car gaming into Zeekr vehicles. The collaboration will be showcased at the 2026 Paris Motor Show, featuring PAC-MAN Championship Edition with ambient lighting integration. AirConsole will roll out across select Zeekr models by end of 2026 as part of the Zeekr Connected Premium package.