Goldman Sachs Alert: EV Price War Intensifies with 8.24% Discount Rate Peak

 Goldman Sachs July 16 NEV weekly report shows dealer discount rates rising to 8.24% for EVs vs 21.46% for ICE vehicles, reflecting intense competition. 59 official price cuts occurred YTD with 8% average reduction. Upstream: battery-grade lithium carbonate at 64.5k RMB/ton (+3.7% WoW) while LFP and NCM battery prices remain flat. GS Factor Profile and M&A Rank tools reveal quantitative framework evaluating stocks through growth, financial returns, and valuation metrics.

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Two CFA professionals crack open everyday’s Wall Street Journal, distilling the essential headlines, the biggest winners and losers. The show is conversational—no jargon, no rambling—but backed by decades of combined experience on the research desk and trading floor. Perfect for your commute, coffee break, or pre-market scan.