Dec. 2 at 2:15 PM
Piper Sandler lowered its BYD Q4 outlook but still expects a sharp December sales boost. The firm says BYD’s “God’s Eye” system—2M cars, 130M km/day—produces less than half of Tesla’s FSD data. Despite global expansion, it keeps a Neutral rating, warning 2025–26 forecasts remain too optimistic.
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