格隆汇1月21日｜摩根大通将通用汽车目标股价从85美元上调至100美元。 ...

Key Points Full-size trucks account for a significant portion of profits for Detroit automakers. General Motors and Ford have long dominated the full-size truck segment. Both GM and Ford ended 2025 on a strong note with sales momentum. 10 stocks we like better than Ford Motor Company › The greatest rivalries eventually find their way into the history books. There are classic sports matchups such as the old-school Lakers and Celtics rivalry, and long-running business tangles between juggernauts li ...

汽车纵横全媒体 汽车行业在稳中求进、以进促稳导向中走过了不凡的2025年。一揽子积极政策，有效提振消费、挖掘增 量潜能、增强内生增长动力、净化改善竞争环境，让企业拥有获得感；行业上下携手"反内卷"，企业勇 于破局，在竞合中有喜有忧。干字当头，生态共建，汽车行业整体在守正创新、立破有序中实现精进式 发展。 鉴往知今，驭势前行。《汽车纵横》重磅推出"封面故事"《精进2025——汽车行业10个十大年度盘点》 大型专题报道。这是《汽车纵横》连续第6年重磅推出汽车行业"10个十大"年度盘点。 本专题报道共10篇，分别为"十大年度热点""十大年度新政""十大年度人事变动""十大年度金句""十大 年度品牌热点""十大年度融资热点""智能网联新能源汽车十大年度事件""汽车供应链十大年度热点""中 国汽车出海本地化十大年度事件""全球汽车行业十大年度事件"。 当外部变量集中叠加，2025年的全球汽车产业不再线性前进，而是在分化与重压中，被推入真正的深水 区。 如果说前几年全球汽车产业讨论的还是"转型方向"，那么到了2025年，真正浮出水面的已不再是路线之 争，而是承受能力的分化。关税、补贴、禁燃令、能源政策与产业联盟相互叠加， ...

Whales with a lot of money to spend have taken a noticeably bearish stance on General Motors.Looking at options history for General Motors (NYSE:GM) we detected 17 trades.If we consider the specifics of each trade, it is accurate to state that 35% of the investors opened trades with bullish expectations and 52% with bearish.From the overall spotted trades, 13 are puts, for a total amount of $645,722 and 4, calls, for a total amount of $430,416.Projected Price TargetsAfter evaluating the trading volumes and ...

Key Takeaways GM's L87 6.2L V8 engines continue to fail after a recall covering about 721,000 trucks and SUVs.After GM's fix, 36 owners reported repeat failures, leading NHTSA to open recall query RQ26001.GM faces lawsuits and deeper probes as sudden engine seizures raise safety and confidence concerns.U.S. legacy automaker, General Motors (GM) , is facing growing engine trouble that has caught the attention of federal safety regulators and many vehicle owners. The company’s L87 6.2L V8 engine has reportedl ...

Key Points Some automakers were derailed by trade policy changes, tariffs, and a disappearing EV tax credit. General Motors led the U.S. auto industry in sales for 2025. Part of GM's sales growth was driven by more affordable Chevy and Buick models. 10 stocks we like better than General Motors › The automotive industry has been quite a bumpy ride in 2025. The industry dealt with a rapidly evolving transition to electric vehicles (EVs) that was partially derailed by changing trade policy, tariffs, ...

| GM 通用汽车 | | 03 | | --- | --- | --- | | 80.820 + -0.090 -0.11% | | 收盘价 01/16 16:00 美东 | | 79.720 + -1.100 -1.36% | | 盘前价 01/20 04:21 美东 | | 一 2 24 4 3 8 9 同 ♥ 的 2 | | ● 快捷交易 | | 最高价 81.640 | 开盘价 81.000 | 成交量 983.87万 | | 最低价 80.230 | 昨收价 80.910 | 成交额 7.96亿 | | 平均价 80.955 | 市盈率TTM 15.42 总市值 753.94亿 (--) | | | 振 幅 1.74% | 市盈率(静) 12.69 | 总股本 9.33亿 | | 换手率 1.06% | 市净率 1.135 | 流通值 751.64亿 | | 52周最高 85.180 | 委 比 48.54% | 流通股 9.3亿 | | 52周最低 41.279 | 量 比 1.24 | 每 手 1股 | | 历史最高 85.180 | 股息TTM 0.540 | | | 历史景低 13.790 ...

The National Highway Traffic Safety Administration (NHTSA) has launched a probe into nearly 600,000 General Motors Co. (NYSE:GM) vehicles following engine failure reports.597,571 Units AffectedThe probe details problems with the company's L87 6.2L V8 engines, NHTSA said on Monday. The affected models include the 2021-2024 Cadillac Escalade and Escalade ESV, along with the 2021-2024 Chevrolet Silverado, as well as the Suburban and the Tahoe. The affected models also include the 2021-2024 GMC Sierra 1500, as ...

Summary of Key Points from the Conference Call Industry Overview: Greater China Auto, EV, and EV Battery Industry Forecasts - **China's Auto Industry**: Expected to face challenges in 2026 with a forecasted decline in auto wholesales by **1.6% YoY** compared to a **10% YoY** increase in 2025. This decline is attributed to front-loaded demand in 2025 [1] - **Domestic EV Sales**: Anticipated to grow only **7% YoY** in 2026 due to a **5% increase in purchase tax** and reduced trade-in subsidies [1] - **Export Sales**: Projected to increase by **12% YoY**, reaching **7.9 million units** in 2026, with EV exports expected to surge by **40% YoY** [1] - **Competition Dynamics**: Shift from price competition to configuration-based competition, necessitating more investment in autonomous driving (AD) and smart cabin technologies [1] Key Automotive/EV Themes for 2026 Theme 1: Export Growth - **Export Growth**: Companies like Chery and BYD are expected to benefit significantly from exports, especially with the EU's minimum EV price replacing tariffs [2] Theme 2: Autonomous Driving Development - **ADAS to AD Transition**: L3 permits issued to Changan and BAIC, with highway/city NOA penetration expected to exceed **40%** in 2026 and **85%** by 2030. L4/L5 penetration is projected to reach **8%** by 2030 [3] Theme 3: Cost Concerns - **Battery and Memory Costs**: Rising costs and supply stability of memory are key concerns for auto OEMs [3] Key Battery Themes for 2026 Theme 1: Energy Storage Systems (ESS) - **ESS Demand**: Global battery ESS installations expected to grow by **33% YoY** in 2026, with shipments increasing by **41% YoY** [4] Theme 2: Global Expansion - **Overseas Capacity Expansion**: Chinese battery manufacturers are accelerating their overseas capacity expansion, particularly in Europe and Southeast Asia, in response to rising tariffs and trade tensions [4] Theme 3: VAT Rebate Changes - **Export VAT Rebate Cut**: Anticipated to lead to a rush in battery production and shipment in Q1 2026, potentially increasing raw material prices and exerting cost pressure on battery makers and auto OEMs [5] Theme 4: Technological Innovation - **Sodium-Ion Battery**: Launch of Gen-2 sodium-ion battery expected, with ASSB (all-solid-state battery) small-batch production anticipated to start in 2027 and scale up significantly post-2029 [5] Investment Recommendations - **Top Picks**: - **XPeng**: Launch of Mona SUV and HR in 2H26, with a focus on AI-related businesses [6] - **CATL**: Growth driven by CEV, ESS, and overseas capacity despite short-term cost pressures [6] - **Tuopu**: Major supplier for humanoid robots with overseas expansion [6] - **Minth**: Resilient earnings growth supported by high overseas market exposure [6] - **Hesai**: Increased LiDAR adoption in China alongside L3 ADAS development [6] Additional Insights - **Market Dynamics**: The shift in competition and the focus on technological advancements highlight the evolving landscape of the automotive and EV sectors in China, emphasizing the need for companies to adapt to changing consumer preferences and regulatory environments [1][3][4][5]

Core Viewpoint - The National Highway Traffic Safety Administration (NHTSA) has initiated a recall investigation involving approximately 597,571 General Motors (GM) vehicles due to potential engine failure issues [1] Group 1: Recall Investigation - The investigation targets certain GM models equipped with the L87 6.2-liter V8 gasoline engine, which have reportedly experienced engine damage or failure [1] - NHTSA has received 36 owner complaints indicating that vehicles previously included in a recall still face engine failure issues [1] - The complaints suggest that prior recall repair measures were ineffective in resolving the engine problems [1] Group 2: Previous Recall - In April of the previous year, GM recalled 721,000 vehicles globally for similar engine issues, with nearly 600,000 of those in the U.S. market [1]