点 击 蓝 字 关 注 我 们 本文全文共520 字，阅读全文约需 2 分钟 据中国汽车流通协会乘用车市场信息联席分会最新销量数据统计，2026年1月份国内狭义乘用车市场 零 售 销量达154.4万辆，同比下降13.9%。 1月分析: 实施了12年的新能源车购置税免税政策在2025年底正式结束了，部分用户提前购买形成了年底的消 费透支现象，从而抑制了今年1月新能源车市场的需求，因此1月销量负增长也属于正常现象，这是预计中的短期 波动，不代表市场长期走势，业界依然看好中国车市。 注 : 1.本文数据是基于中国汽车流通协会乘用车市场信息联席分会月报表。 2.批发是指厂商到经销商的数据（含出口），零售是指经销商到用户的数据。 2026年1月厂商批发销量排行榜 单位:辆 | NO• | ell 「商 | 2026.1 | 同比 | 份额 | | --- | --- | --- | --- | --- | | 1 | 吉利汽车 | 270,167 | 1.3% | 13.7% | | 2 | 比亚迪汽车 | 205,518 | -30.7% | 10.4% | | 3 | 奇瑞汽车 | 193,969 | -12.0% ...

Market Overview - The three major indices showed mixed performance, with the Dow Jones up 0.10% to 49,500.93 points, the S&P 500 up 0.05% to 6,836.17 points, and the Nasdaq down 0.22% to 22,546.67 points [3] - All three indices recorded weekly declines, with the S&P 500 down 1.4%, the Dow down 1.2%, and the Nasdaq down 2.1% [3] Economic Indicators - The U.S. Bureau of Labor Statistics reported that the January CPI rose 2.4% year-over-year and 0.2% month-over-month, both below market expectations [3] - The core CPI, excluding volatile food and energy prices, increased by 2.5% year-over-year and 0.3% month-over-month, aligning with market expectations [3] - Phil Blancato, Chief Market Strategist at Osaic, indicated that this data could pave the way for interest rate cuts and inflation control if the trend continues [3] Sector Performance - Concerns over AI disruption led to market sell-offs, affecting various sectors including software, real estate, trucking, and financial services [6] - Financial stocks such as Charles Schwab and Morgan Stanley fell by 10.8% and 4.9%, respectively, while software company Workday dropped 11% and commercial real estate firm CBRE fell 16% [6] - The media sector was also impacted, with Disney down approximately 3% and Netflix down 6% [7] Technology Stocks - Major tech stocks mostly declined, with Nvidia down 2.21%, Apple down 2.27%, Microsoft down 0.13%, Google down 1.06%, and Amazon down 0.41% [7] - Tesla saw a slight increase of 0.09%, while Oracle rose by 2.34% and Netflix increased by 1.33% [7] Chinese Stocks - The Nasdaq Golden Dragon China Index fell by 0.10%, with Alibaba down 1.89%, JD.com down 1.38%, and Pinduoduo up 0.06% [7] - NIO remained flat, while Xpeng rose by 1.36% and Li Auto fell by 1.81% [7]

Core Insights - The company has introduced new features in its driver assistance system, including intersection speed and lane memory functions, allowing users to set preferences via voice commands [2] - The upgrade enhances user interaction with features like voice saving of parking spots and obstacle detection during reverse maneuvers, significantly improving convenience [4] - The company is expanding its AI capabilities with the introduction of an art frame feature for users of the 2022 and 2023 L series, enabling the generation of static or dynamic screensavers [7] - The smart cockpit upgrade focuses on enriching audio-visual entertainment, supporting local media playback and various voice commands for seamless user experience [10] - In charging services, the company has added real-time status display for supercharging stations and remote charging preconditioning features in its app to enhance charging efficiency [11] - The company emphasizes continuous evolution based on user needs, integrating safety, comfort, and emotional engagement into its technological innovations [13]

Group 1 - The core point of the article is that Li Auto has appointed Zhan Yifei, a senior algorithm expert in autonomous driving, as the head of its humanoid robot department, which reports to the head of the smart vehicle group, Ma Donghui [1] - The humanoid robot department was newly established two weeks ago, with the former senior vice president of autonomous driving R&D, Lang Xianpeng, as its head [1] - Zhan Yifei has transitioned from the autonomous driving department to the new robot department, indicating a strategic shift in the company's focus towards robotics [1] Group 2 - The robot team at Li Auto has begun to establish its hardware and software technology [1] - Since the formation of the new team in January, Lang Xianpeng and Zhan Yifei have been frequently traveling to understand the dynamics of the robotics industry [1]

Core Viewpoint - Li Auto's intellectual property team, in collaboration with law enforcement and market supervision authorities, successfully dismantled a counterfeit charging pile production and sales operation, highlighting the company's commitment to protecting its brand and consumer rights [1][2]. Group 1: Enforcement Action - A special enforcement action led to the discovery of a counterfeit charging pile production site, where infringing products, 16 counterfeit trademark stickers, 3 counterfeit seals, and related molds were seized [1][2]. - The operation was initiated after the intellectual property team identified key leads on February 1 and reported them immediately, leading to a police raid on February 6 that secured core evidence of infringement [1][2]. Group 2: Criminal Activity and Sales - The involved parties admitted to operating four online stores where they produced and sold counterfeit products, with total sales exceeding 100,000 yuan, indicating significant illegal activity [1][2]. - The actions of the involved individuals have been classified as criminal offenses, and the case is currently under further investigation [1][2]. Group 3: Consumer Advisory - Li Auto advises consumers to purchase charging pile products only through official sales channels and encourages reporting any suspected counterfeit products via a designated email [1][2]. - The company emphasizes its ongoing commitment to using legal measures to combat infringement and protect consumer rights and brand reputation [1][2].

Core Viewpoint - The new mission of Li Auto is "Be Proactive, Change the World," with a vision to become a global leader in embodied intelligence [1] Group 1: Company Evolution - Li Auto's previous mission focused on creating a mobile home and happiness, which has now shifted towards a broader technological ambition [1] - The company is evolving from being perceived solely as an automotive manufacturer to being recognized as an AI company, emphasizing the integration of AI with physical products [2][10] - The leadership of Li Auto, particularly CEO Li Xiang, is characterized by a commitment to continuous growth and learning from past experiences [3][4] Group 2: Leadership Insights - Li Xiang's personal growth journey includes learning the importance of communication and focusing on user needs rather than competitors [5][8] - Significant past experiences, such as challenges during the automotive industry and previous ventures, have shaped Li Xiang's approach to leadership and decision-making [6][7] - The transition to focusing on AI and embodied intelligence reflects a strategic pivot based on industry trends and personal insights gained over time [11][12] Group 3: AI Integration - By December 2024, Li Xiang recognized the critical role of foundational models in AI, understanding that they serve as a key entry point for various products and services [12] - The company is actively engaging in AI research and development, with a focus on integrating AI capabilities into its automotive offerings [13][14] - Li Auto is preparing to address the challenges of robotics and AI, indicating a proactive stance in seizing market opportunities in these emerging fields [15][16]

以下文章来源于新周刊 ，作者陈倚 年轻人拥有一辆车的门槛变得越来越低，还款的周期却越拉越长。这不仅是买不买车的选择问题，更是一道关乎个人财务决策的现实课题。 文 ｜ 陈倚 编辑 ｜ 陆一鸣 来源｜ 新周刊（ID：new-weekly） 封面来源 ｜ Unsplash 你会贷款买一辆车吗？ 很多年轻人在考虑购买第一辆车之前，很可能要先思考一个问题：要不要为此背上一笔要还好几年的贷款。 2 026 年开年以来，继特斯拉推出 " 5年0息"和"7年超低息" 的 购车方案后，小米、理想、小鹏等 国产汽车 品牌也纷纷跟进，把车贷周期拉长到了七年 。 从3年、5年再到7年，拉长购车还款周期已经成了新能源汽车市场的 "基本操作"。车还是那辆车，价格也没变，但"上车"的方式已经在悄然改变。 当购车总价分摊至 84个月，每月 的 还款额 大幅降低 ，原本预算 有限 的人群也能够 买到 特斯拉，快速开上新车 了 。 对车企来说，这种销售模式显然能 吸引更多人买车，而对消费者来说，这可能是第一次把自己未来几年的收入，和一份长期债务合同绑在一起。购车门槛看似低了，压力却从 "攒钱"变成 了"每月固定还款"。 新周刊 . 中国最新锐的 ...

转自：扬子晚报 2月12日，理想CEO李想前往浙江海盐，请救人的理想车主姚东权吃饭。12天前，李想看到姚东权的救 人视频后，曾在微博公开喊话，想请他吃一顿饭。 1月27日，浙江嘉兴海盐县西塘桥上一段救人的视频在网络热传。视频显示，一位身穿粉色上衣的女士 将行李箱留在路边后，爬上桥面栏杆欲轻生，一名驾驶车牌为浙FFJ3808黑色理想车的男子立马将车停 在一旁，下车后飞奔救人，成功将人救下，待民警到场后救人男子默默离开。 李想与姚东权及其家人的合影 1月31日，理想CEO李想在微博发文称："看他飞奔下车的样子，真帅！如果谁能联系上车主，能不能帮 我转告一下，我可不可以去请他吃个饭？" "救人只是一件力所能及的小事。"救人的理想车主姚东权此前接受记者采访时表示，他是中国电信海盐 分公司开发区公客支局的装维经理，成功救下欲轻生的女士后，他还获得了海盐县公安局西塘派出所授 予的"大桥卫士"荣誉称号。得知因救人一事被李想邀请一起吃饭，姚东权直言他不敢想。 据了解，李想此行是专程从北京赶至浙江海盐请姚东权吃饭，与姚东权一起前往的，还有他的老婆和孩 子，李想见到姚东权时，两人都很开心，一起吃饭时，他们也有说有笑。 李想在现场 ...

美东时间周四，投资者对人工智能（AI）颠覆性的担忧持续发酵，三大指数均跌超1%，纳指以2%的跌幅领跌。 （三大指数日内走势，来源：TradingView） 截至收盘，道琼斯指数跌1.34%，报49,451.98点；标普500指数跌1.57%，报6,832.76点；纳斯达克指数跌2.03%，报22,597.15点。 今年以来，随着一些AI工具的推出，部分板块遭受冲击，包括软件公司、出版商、金融服务企业等。投资者担心，这些AI工具可能复制它们 的业务模式，或至少侵蚀其利润率。 在AI可能颠覆财富管理业务的担忧下，摩根士丹利等金融股承压；卡车运输和物流公司如C.H. Robinson股价暴跌14%，因市场担心AI将优 化货运运营，从而压缩部分收入来源。 AI颠覆担忧甚至蔓延至房地产行业。市场认为更高的失业率将打击办公空间需求，CBRE和SL Green Realty等股票因此走低。 Freedom Capital Markets首席市场策略师Jay Woods表示："AI曾是推动这些股票飙升、估值达到极端水平（虽未极端到离谱）的唯一动 力，如今却成了压制它们表现的因素。" Yardeni Research总裁Ed ...

与理想汽车的合作推广：公司计划于2026年启动在线保险试点项目的全国范围内规模化推广，以扩大市 场覆盖。 与华为的HIMA项目部署：该项目已完成内部测试及鸿蒙应用适配，即将进入全面商业部署阶段，可能 提升技术整合效率。 经济观察网 盛大科技（SDA.US）作为一家专注于人工智能驱动的汽车数字保险和服务的企业，在2025 年第三季度实现扭亏为盈后，其未来业务动态受到市场关注。根据截至2025年12月的公开信息，以下事 件可能值得关注。 业务进展情况 新能源汽车生态拓展：公司正深化与特斯拉、蔚来、小鹏等头部企业的合作，并持续投入AI技术应 用，以强化业务协同。 以上内容基于公开资料整理，不构成投资建议。 ...