Core Viewpoint - Companies can return value to shareholders primarily through dividends and share buybacks, with both methods impacting shareholder value differently [1] Group 1: General Motors' Shareholder Value Strategy - General Motors announced a 25% increase in its quarterly dividend to $0.15 per share and initiated a $6 billion share repurchase program, reflecting a strong commitment to returning value to shareholders [4] - Since 2023, General Motors has announced $16 billion in share buyback programs, significantly reducing its shares outstanding and positively impacting its stock price [6][9] - General Motors' total yield, which includes dividends and share buybacks, reaches 11.3%, significantly higher than Ford's total yield of 5.6%, highlighting the effectiveness of its share repurchase strategy [8] Group 2: Market Perception and Comparison - Investors often overlook General Motors due to its lower dividend yield of less than 1%, compared to Ford's yield exceeding 4%, leading to a misperception of GM's value [7] - The trend of share buybacks at General Motors has been consistent, contrasting with Ford's focus on dividends, which may lead to a preference for Ford among yield-seeking investors [7][8] - General Motors' strategy of share repurchases has contributed to a significant increase in its stock price, as the reduction in shares outstanding typically leads to higher value for remaining shares [6][8]

| 车企 | 车型 | 优惠政策 | | --- | --- | --- | | 一汽丰田 | PZ3 | 限时9.38万元(降7.6万元) | | | bZ5 | 4000元购置税补贴 | | 广汽本田 | P7 | 最高优惠5万元 | | | 飞度 | 新款直降2万 | | 广汽丰田 | 铂智3X ~ | 直降1万元 | | 长安启源 | A06、A07 | 厂家补贴+赠送交强险 | | | Q07 | 额外10000元置换补贴 | | | 全新Q05 | 额外5000元置换补贴 | | 吉利 | 星越L | 限时7.99万起 | | | 帝豪 | 4.88万起 | | | 绽越 | 5.88万起 | | 蔚来 | 萤火虫 | 10年NOA权益、2000元补贴 | | 特斯拉 | Model 3/Y/Y L | 7年低息,可省3.35万元 | | 小米 | YU7 | 7年低息 | | 广汽传祺 | 全系 | 最高7万元政企补贴 | | 比亚迪 | 秦/秦L Dm-i | 增配+起售价降3000元 | | 极氪 | 001、7X、MIX | 补贴保险5000+购置税8000 | | | 007/007GT ...

智通财经获悉，截至2025年12月，美国总统唐纳德·特朗普在市政和公司债券上的投资包括一些其政府 政策所涉公司的债券。这批债券总计花费至少5100万美元。 白宫周四公布的最新披露文件显示，特朗普的买入标的包括奈飞(NFLX.US)、CoreWeave(CRWV.US)、 通用汽车(GM.US)、波音公司(BA.US)、西方石油(OXY.US)和联合租赁(URI.US)的债券。他还购买了来 自美国各城市、地方学区、公用事业及医院的市政债券。 根据相关规定，所有参与交易的联邦民选官员及任命官员均须提交该报告。值得注意的是，报告中并未 列明具体金额或价格——仅需填报股票、债券、商品期货及其他证券交易的区间范围。以特朗普提交的 报告为例，在去年11月14日至12月29日期间，其交易记录显示共完成189笔买入操作和2笔卖出操作，其 中卖出交易的总价值至少达到130万美元。 此外，奈飞目前正与 派拉蒙天舞(PSKY.US)激烈争夺华纳兄弟(WBD.US)，无论哪一方胜出，都将对特 朗普政府构成重大反垄断考验。 这些投资只是特朗普在任内持续累积财富的最新例证。他仍频繁将个人生意与公务混为一体，引发潜在 利益冲突的质疑。白宫 ...

在出访外国首都期间，特朗普曾积极推介波音(BA.US)飞机，并着重强调该公司已成功向卡塔尔航空、 日本航空等国际航司达成多笔飞机销售订单。 这些投资只是特朗普在任内持续累积财富的最新例证。他仍频繁将个人生意与公务混为一体，引发潜在 利益冲突的质疑。白宫未立即回应置评请求。 2025年8月，特朗普报告自2025年1月重返白宫以来已完成690笔交易，总额至少1.04亿美元;他在11月、 12月披露的进一步交易总额达1.06亿美元，还包括另外三笔共价值200万美元的卖出。 智通财经APP获悉，截至2025年12月，美国总统唐纳德·特朗普在市政和公司债券上的投资包括一些其 政府政策所涉公司的债券。这批债券总计花费至少5100万美元。 白宫周四公布的最新披露文件显示，特朗普的买入标的包括奈飞(NFLX.US)、CoreWeave(CRWV.US)、 通用汽车(GM.US)、波音公司(BA.US)、西方石油(OXY.US)和联合租赁(URI.US)的债券。他还购买了来 自美国各城市、地方学区、公用事业及医院的市政债券。 据一名白宫官员称，后续报告中的交易亦如此。 根据相关规定，所有参与交易的联邦民选官员及任命官员均须提交 ...

责任编辑：栎树 此外，他还购入了美国各城市、地方学区、公用事业单位及医院发行的市政债券。这份所有从事交易的 联邦民选官员及任命官员均须提交的报告，并未载明具体的交易金额与价格，因其仅要求申报股票、债 券、大宗商品期货及其他证券相关交易的金额区间。报告显示，特朗普在去年 11 月 14 日至 12 月 29 日 期间，共进行了 189 笔买入交易与 2 笔卖出交易，后者的交易规模合计至少达 130 万美元。 美股频道更多独家策划、专家专栏，免费查阅>> 来源：环球市场播报 截至去年 12 月，唐纳德・特朗普总统对市政债券及公司债券方面的投资，涵盖了部分受其政府政策影 响的企业所发行的债券。上述债券投资规模合计至少达 5100 万美元。白宫于周四发布的最新财产披露 文件显示，特朗普买入的债券包括Netflix公司、CoreWeave Inc．、通用汽车公司、波音公司、西方石油 公司以及联合租赁公司（United Rentals Inc．）的债券。 ...

More than 80,000 Chevy vehicles are being recalled because their pedestrian alert sound system is defective, federal regulators said.The National Highway Traffic Safety Administration (NHTSA) warned owners in a December notice that certain 2025 to 2026 model year Chevrolet Equinox EV vehicles fail to meet federal traffic safety laws because they do not comply with minimum sound requirements for hybrid and electric vehicles.General Motors made this determination after discovering that the pedestrian alert so ...

General Motors Co's (NYSE:GM) decision to invest $1 billion in Mexico is being pitched as a routine manufacturing expansion. But the timing suggests it's less about adding capacity — and more about solving a problem few are openly discussing.This isn't a demand story. It's a policy and positioning story.Track GM stock here.The Eligibility QuestionU.S. EV incentives aren't governed solely by where a vehicle is assembled. They hinge on a web of pricing thresholds, sourcing rules, and classification criteria — ...

Key Takeaways Five stocks with low price-to-book ratios were screened for undervaluation and long-term upside potential.BMRN, GM and HRMY combine discounted valuations with strong projected earnings growth.ADNT and ROCK add industrial exposure with low P/B metrics and improving growth profiles.There are several different ways to find value stocks. Among these, the most popular are the price-to-earnings ratio (P/E) and the price-to-sales ratio (P/S). However, investors often overlook the price-to-book ratio ...

Core Insights - U.S. automakers are diversifying into the energy storage sector as they shift focus from electric vehicles (EVs) and aim to utilize their battery factories, which have substantial investments [1][2] Industry Overview - The energy storage market leverages similar technology as EV batteries, providing solutions for homes, businesses, and utilities [1] - Electricity demand is increasing, driven by the growth of data centers and the electrification of appliances, although the future demand for energy storage remains uncertain [3][4] - Renewable energy sources face intermittency issues, and batteries can help mitigate this by storing excess energy for later use [4] Company Developments - Ford is converting its Kentucky battery factory to produce energy storage batteries and plans to allocate space in its Michigan factory for residential storage [5][6] - Tesla's Energy division has been profitable, with margins significantly higher than its automotive business, contributing about 20% to total revenue [7] - General Motors (GM) has launched GM Energy and introduced the PowerBank, with sales reportedly increasing fivefold since January [8][9] Market Demand - The cost of battery storage systems has decreased significantly compared to projections from 15 years ago, and there is a guaranteed customer base due to regulatory requirements in some states [10] - The residential battery market, while promising, faces challenges due to high costs for homeowners [11] - Demand from commercial sectors, particularly data centers, is expected to surge, with projections indicating a potential threefold increase in energy demand by 2028 [12] Challenges and Competition - Transitioning to energy storage is fundamentally different from automotive sales, requiring distinct marketing and technical approaches [14][15] - Automakers like Ford lack direct experience in energy storage, which may pose challenges in competing with established players in the market [16] - There are incentives for U.S. manufacturing in the energy sector, particularly against foreign competition, which could benefit companies like Ford [16][17]

来源：环球网 【环球网科技综合报道】1月15日消息，据InsideEVs报道，通用汽车CEO玛丽·博拉近日在底特律汽车记 者协会会议上明确表示，该公司将持续专注美国市场的全面电动化战略，暂不推出插混车型。这一决策 源于对美国市场消费习惯与使用场景的深度研判，并非产品层面的局限。 值得关注的是，通用汽车曾在中国市场推出雪佛兰探界者Plus插混版车型。该车型作为主流跨界SUV， 不仅沿用了消费者熟悉的车型名称，更在国内测试标准下实现了超965公里的综合续航，产品力与美国 市场需求高度契合。但即便如此，通用汽车仍决定不让其进入美国市场，核心原因在于企业对电动化路 线的长期战略选择。 博拉将全面电动化定义为通用汽车的"最终形态"，她解释称，插混车型在美国面临着现实困境——其设 计初衷是通过一定比例的纯电行驶降低油耗和排放，但这一目标的实现依赖于用户频繁充电的使用习 惯。而实际情况是，大多数美国插混车主并未养成充电习惯，加之美国国内油价持续走低，进一步削弱 了车主的充电意愿。 这一现实也得到了相关研究的印证。国际清洁交通委员会2022年的研究显示，插混车型的实际纯电行驶 占比远低于监管机构的假设水平，导致其真实燃油消耗 ...