每经AI快讯，10月21日，通用汽车股价涨幅扩大至10%，至2022年1月以来最高水平。 ...

Hello and welcome to Morning Brief Market Sunrise. I'm Raman Karmmali live from Yahoo Finance Studios in London. It's Tuesday 21st October.Coming up on the show, rare earth stocks rally after Trump signs a deal with Australia. Semiconductor stocks are in focus once again as the chip race heats up. And General Motor stock is on the surge in the pre-market.I'll tell you why. So, grab your coffee and let's own the morning. Well, let's kick off the things you need to know before the opening bell rings by taking ...

Group 1: Rare Earth and Semiconductor Stocks - Rare earth stocks surged following an agreement between the US and Australia on critical minerals, aimed at pressuring China amid export restrictions [3] - Semiconductor stocks remain a focal point as the competition in the chip industry intensifies, with significant attention on companies like GSI Technology, which reported a study showing its chips could outperform Nvidia's technology [44] Group 2: General Motors and Other Automotive Companies - General Motors (GM) raised its full-year outlook and reported third-quarter results exceeding Wall Street estimates, driven by strong pickup truck sales and relief from tariffs, leading to an almost 8% increase in pre-market share price [12][13] - Tesla is preparing for a challenging quarter as it faces the expiration of tax credits in the US, with concerns about demand in both the US and China [48][49] Group 3: Amazon and Cloud Services - Amazon Web Services (AWS) experienced significant outages, but analysts maintain a positive long-term outlook, citing the platform's ability to recover and innovate in areas like generative AI [6][8][11] Group 4: Coca-Cola and General Electric - Coca-Cola reported better-than-expected Q3 revenue and adjusted earnings per share, resulting in a share price increase of over 2% in pre-market trading [14] - General Electric (GE) Aerospace raised its full-year outlook for the second consecutive quarter due to strong air travel demand, with shares up significantly this year [15][16] Group 5: Infrastructure Investment - Private investment in infrastructure is projected to grow to $2 trillion by 2030, driven by demand for digital and renewable energy infrastructure [28] - The infrastructure sector is evolving to include digital components, with significant capital required for upgrades in transport and energy sectors [30][31] Group 6: Netflix and Streaming Industry - Netflix is set to report earnings, with analysts concerned about its high valuation and ability to sustain growth amid competition and market dynamics [18][20][22] - The company has signed advertising deals with major platforms, which could influence its revenue growth trajectory [19][21]

美股开盘，三大指数涨跌不一，纳指跌0.03%，标普500指数、道指涨0.03%。 通用汽车涨9.6%，Q3营收及调整后每股收益超预期，上调全年调整后息税前利润指引。 可口可乐涨3.3%，Q3业绩超预期，主要得益于期内产品价格组合上涨6%。 诺和诺德跌超1%，公司董事长Helge Lund、副董事长Henrik Poulsen以及其他五名独立董事将不上参加 连任选举。 (格隆汇) ...

来源：滚动播报 通用汽车股价上涨10%，至2022年1月以来最高水平。 ...

Core Viewpoint - General Motors expects earnings in 2026 to exceed its 2025 results, which have already surpassed Wall Street's expectations [1][2] Group 1: Earnings Expectations - The company anticipates that 2026 will be even better than 2025, driven by improvements in electric vehicle losses, warranty costs, tariff offsets, regulatory requirements, and fixed costs [2] - GM's third-quarter earnings report included an increase in 2025 guidance, exceeding Wall Street's forecasts [1] Group 2: Stock Performance - Following the positive earnings outlook, GM shares rose over 10%, closing at $58 per share on Monday [2] - The company has been actively repurchasing shares, resulting in a 15% reduction in outstanding shares to 954 million compared to the previous year [3] Group 3: Strategic Focus - GM's CFO emphasized the company's commitment to executing its business plan effectively, which has yielded positive results and is expected to continue into 2026 [3]

通用汽车将关税冲击预期下调的同时上调全年利润指引，计划通过提价将成本压力转嫁给消费者。 周二，通用汽车发布三季度财报，调整后的息税前利润为34亿美元，同比下降18%，但高于分析师平均预期 的27亿美元，收入基本持平于490亿美元。 业绩指引方面，预计美国关税的冲击将达到45亿美元，低于此前预测的50亿美元，同时还将全年调整后营业 利润预期上调至120亿至130亿美元，高于此前预期的100亿至125亿美元。该公司表示，将通过提价将更多成 本转嫁给消费者，并将在北美地区将车辆价格同比提高最多1%。 财报发布后，通用汽车美股盘前涨超9%。 尽管特朗普关税仍对通用汽车构成威胁，但公司表示，政府为汽车行业宣布的减免措施将缓解部分关税负 担。通用汽车在韩国、墨西哥和加拿大拥有大量制造基地，这些工厂生产的车辆在美国销售。 这一利好消息部分抵消了上周该公司发出的16亿美元减记警告，该减记与美国取消电动汽车购买税收抵免后 削减电动汽车产能有关。 关税冲击低于预期，提价策略应对成本压力 通用汽车将关税影响预期从50亿美元下调至45亿美元，主要得益于特朗普政府为汽车行业提供的关税减免措 施。 此外，通用汽车正在重新评估其电动汽车产 ...

乐观情绪还蔓延至消费领域：烟草制造商菲利普莫里斯(PM.US)上调利润指引，并承诺将超越2024-2026 年增长目标;可口可乐公司(KO.US)首席执行官詹姆斯·昆西(James Quincey)也表示，"有信心在未来一年 实现目标"。 智通财经APP获悉，在缺乏强劲经济数据或看涨评论的背景下，寻求积极经济信号的投资者于周二得偿 所愿——美国多家大型运输、消费及工业巨头纷纷上调业绩预期，释放出乐观信号。 喷气发动机制造商通用航天航空(GE.US)凭借航空出行复苏及维修服务、新发动机需求上升获利，已连 续第二个季度上调全年预期。该公司今年股价已累计上涨80%，此次还将调整后营收增长率预期 从"14%-16%"上调至"17%-20%"。随后，3M公司、Northrop Grumman Corp.及雷神技术公司(RTX.US)均 纷纷跟进，上调利润指引，并提及对"未来一年的信心"或类似乐观趋势。 如今，企业正从这一策略中获益，部分股票股价创下历史新高。 与此同时，通用汽车公司(GM.US)得益于皮卡车销量激增，且特朗普政府对汽车零部件的关税政策带来 新的缓解，同样上调了全年预期。 "做空这个市场并不容易，因为感觉 ...

Core Insights - General Motors shares increased by over 9% following the company's announcement of an elevated annual core profit forecast, attributed to a lower-than-expected impact from tariffs and strong demand for trucks and SUVs [1] Financial Performance - The automaker raised its annual core profit forecast, indicating positive financial adjustments and expectations for the upcoming fiscal period [1] Market Reaction - The significant rise in General Motors' stock price reflects investor confidence and market optimism regarding the company's financial health and operational performance [1]

General Motors (NYSE:GM) Q3 2025 Earnings Call October 21, 2025 08:30 AM ET Company ParticipantsMary Barra - Chair and CEOMike Ward - Managing DirectorPaul Jacobson - CFOSusan Sheffield - President and CEOFederico Merendi - Equity Research AssociateChris McNally - Senior Managing DirectorAshish Kohli - VP of Investor RelationsEmmanuel Rosner - Managing DirectorJoseph Spak - Managing DirectorConference Call ParticipantsRyan Brinkman - Automotive Equity Research AnalystAdam Jonas - AnalystItay Michaeli - Equi ...