（全球TMT2025年8月12日讯）今日要点：英伟达和AMD同意向美政府上缴15%收入换出口许可；特朗普对英特尔CEO态度反转；马斯克指责苹 果应用商店偏袒OpenAI；微信上线文转图新功能；微软GitHub负责人离职；印度外包行业面临美国客户需求疲软困境。 马斯克在社交平台发文称，苹果公司涉嫌通过限制措施，使除OpenAI外的任何人工智能公司都无法在其应用商店排行榜中登顶，称此为"明确的 反垄断违规行为"。马斯克表示，其旗下xAI公司将立即采取法律行动。此后，OpenAI CEO Sam Altman转发了前者的帖文并表示："我听说有人指 控马斯克通过操纵X来谋取个人及公司利益，并损害其竞争对手和他不喜欢的人的利益，这一指控令人震惊。我希望有人能对此展开反调查，我 和许多人都想知道究竟发生了什么。但OpenAI将专注于打造卓越的产品。" 英伟达和AMD同意向美政府上缴15%收入换出口许可 英伟达(Nvidia)和AMD已同意，将它们向中国出售人工智能(AI)芯片的部分销售额上交给特朗普政府，这些不同寻常的协议加深了这两家公司与美 国政府之间的关系。作为批准英伟达对华出口H20 AI芯片协议的一部分，特朗普政 ...

Core Viewpoint - Ford is responding to competition from Chinese electric vehicle manufacturers by investing $5 billion to transform its electric vehicle production methods, aiming to create a more affordable electric pickup truck by 2027 [1][2][4]. Investment and Production Strategy - Ford plans to invest $2 billion to overhaul its Louisville, Kentucky plant to shift from producing gasoline SUVs to electric vehicles and $3 billion to build a new battery factory in Michigan, focusing on domestic production [1]. - The first product from this initiative will be a four-door mid-size electric pickup truck, with a target starting price of $30,000, significantly lower than the current average price of electric vehicles in the U.S. [1][2]. Competitive Landscape - Ford's CEO, Jim Farley, emphasized the need for these changes to compete with companies like BYD and other emerging startups in the electric vehicle market [2][4]. - Farley noted that while Ford cannot compete with Chinese companies on scale or vertical integration, it aims to leverage innovation in its power systems to gain a competitive edge [4]. Production Efficiency - The new production method is expected to reduce assembly time by 15%, decrease the number of workstations by 40%, and cut the number of parts needed for new electric vehicles by 20% [7]. - Ford claims that the total cost of ownership for its new electric vehicle will be lower than that of a three-year-old used Tesla Model Y [7]. Financial Performance and Challenges - Ford has faced significant losses in its electric vehicle segment, reporting a total loss of $12 billion over the past two and a half years, with an expected increase in losses for the current year [7]. - The company acknowledges the risks involved in its electric vehicle strategy, recalling past failures in producing smaller cars for profitability [7]. Industry Context - The rise of Chinese electric vehicle manufacturers is prompting U.S. automakers to increase investments in electric vehicle technology, despite high tariffs and regulatory barriers that hinder Chinese companies from entering the U.S. market [8][10]. - General Motors, another major U.S. automaker, is also scaling back its electric vehicle plans and returning to gasoline-powered models, indicating a cautious approach within the industry [9].

General Motors is seeking to lure back some former employees of its defunct Cruise autonomous-vehicle business as part of a renewed push to develop a new driverless car https://t.co/bE1gBv5BlB ...

Industry Overview - The electric vehicle (EV) market is projected to grow significantly, with sales expected to increase by 25% in 2025, reaching over 20 million units globally, driven by falling battery prices and increased affordability [2] - China is anticipated to dominate the EV market, accounting for nearly two-thirds of global sales, followed by Europe and the United States [2] - The autonomous vehicle (AV) market is valued at approximately $1.9 trillion in 2023 and is expected to grow to over $13.6 trillion by 2030, reflecting a compound annual growth rate (CAGR) of 32% [4] Company Highlights QuantumScape - QuantumScape aims to revolutionize EV batteries with solid-state lithium-metal technology, focusing on energy density, charging speed, and safety [6] - The company has secured a partnership with Volkswagen, which will provide up to $131 million in milestone-based payments to accelerate battery development [7] - QuantumScape's new Cobra separator process is 25 times faster and more cost-efficient than its predecessor, enhancing its competitive edge in solid-state battery production [9] Lucid Motors - Lucid is expanding its product line beyond the luxury Air sedan to include the Gravity SUV, targeting a larger market [12] - The company has established a multi-year deal with Graphite One to secure U.S.-sourced natural graphite, enhancing its supply chain resilience [12] - Lucid vehicles will now be compatible with Tesla's Supercharger network, significantly increasing charging convenience for customers [13] XPeng - XPeng is rapidly scaling in China's EV market, delivering over 190,000 vehicles in 2024, a 34% year-over-year increase, and achieving a staggering 331% growth in Q1 2025 [19] - The company is focusing on intelligence-driven vehicles, with models like the G7 featuring advanced AI technology for improved self-driving capabilities [18] - XPeng is also innovating with AI-powered systems and exploring futuristic concepts such as flying cars and humanoid robots, positioning itself as a leader in the EV sector [20]

本文字数：1422，阅读时长大约3分钟 作者 | 第一财 经 程程 据媒体报道，美国密歇根州长惠特默近日与美国总统特朗普进行私下会面，表达关税政策可能严重冲击该州经济的担忧。 根据州长办公室的记录，惠特默在会议上特别就加拿大和墨西哥关税问题向特朗普施压，这对该州产业支柱汽车行业造成巨大影响。 据报道，惠特默还携带幻灯片(PPT)辅助其阐释。据媒体获得的PPT显示，自2020年以来，与加拿大和墨西哥的贸易已为密歇根州带来了 232亿美元的投资。通用、福特和斯特兰蒂斯在密歇根州运营着50家工厂，另有超过4000家工厂支撑着汽车零部件供应链。该行业总计创造 了近60万个制造业岗位，构成了密歇根州经济的支柱。 民主党籍的惠特默被视为2028年总统选举周期的潜在竞争者之一，她与特朗普关系相对友好。 2025.08. 11 仅在第二季度，福特就报告了8亿美元的关税相关成本，而通用汽车则表示进口税使其损失了11亿美元。 规模较小的供应商也感受到了压力。家族经营的汽车零部件分销商底特律车桥公司（Detroit Axle）最初宣布可能不得不关闭一个仓库并裁员 100多人，但后来表示，至少目前可以维持该仓库的运营。该公司老板穆谢 ...

美国农业部经济研究局的报告指出，面对关税政策，美国牛肉价格上涨在短期内不会缓解。消费者在相当长时间里将不得不花更多钱购买越来越少的牛肉。 消费者支出更加谨慎，包括麦当劳在内的多家连锁餐饮企业高管表示，数据显示消费者正选择更低价格的菜品，或干脆不外出就餐。 美国密歇根州州长惠特默近期在私下会晤中向特朗普直言，当前的关税政策正在对美国汽车产业造成实质性伤害。这一表态凸显了关税政策在美国国内引发 的争议，特别是对关键摇摆州经济支柱产业的冲击。密歇根州作为美国汽车工业的心脏地带，其州长的警告反映出关税政策带来的深层次经济担忧。 密歇根州汽车产业正承受着关税政策带来的沉重压力。该州拥有美国三大汽车制造商通用、福特与斯特兰蒂斯汽车公司约50家工厂。这些制造企业为密歇根 州创造了近60万个工作岗位，构成了该州经济的重要支撑。 美国劳工统计局的数据揭示了关税政策的负面影响。特朗普政府上台以来，密歇根州已有7500个工作岗位消失。当地汽车产业遭到关税政策的严重冲击，企 业运营成本大幅上升。福特汽车最新财报显示，公司因关税成本在第二季度损失8亿美元，这是其自2023年以来首次出现季度亏损。 通用汽车同样面临巨大损失，第二季度因关 ...

August 7, 2025 09:26 PM GMT Autos & Shared Mobility | North America Global EV Tracker: China's Domination Continues, How Will USA Keep Up? Global EV sales in June were up 30% y/y at 1.26mn, again driven Industry View In-Line by China (+43% y/y) and Europe (+23% y/y) while the US was roughly flat. China (60% of YTD BEV sales) continues to outpace rivals. As US incentives expire in 4Q, we expect to see clearer signs of a China 'on-ramp' to US shores. Key BEV highlights for the month of June 2025: Please note ...

Core Viewpoint - The article discusses the implications of a recent trade agreement between Japan and the United States, particularly focusing on the automotive industry, highlighting the challenges faced by American cars in the Japanese market and the contrasting performance of Japanese cars in the U.S. market [1][2][3]. Group 1: Trade Agreement Details - On July 23, Japan and the U.S. reached a trade agreement that includes a 15% tariff on automobile exports between the two countries [1]. - The agreement is described as a comprehensive package covering economic, trade, and investment aspects, with President Trump labeling it as the largest agreement to date [1]. - Japanese automakers reacted positively to the agreement, with stock prices for companies like Toyota and Honda rising nearly 9% [1]. Group 2: Market Performance - In 2023, American cars accounted for only 4.1% of Japan's imported vehicles, with Jeep being the best performer at 1,000 units sold [3]. - By 2024, the total number of imported vehicles in Japan is expected to rise to 330,000, but Jeep's sales are projected to decline to 9,633 units, placing it 12th among imported vehicles [3]. - In contrast, Japanese car exports to the U.S. are projected to reach nearly 1.37 million units in 2024, constituting over 30% of Japan's total automobile exports [3]. Group 3: American Automakers' Concerns - The American automotive industry expressed concerns that the agreement could create unfair competition, as U.S. automakers rely on parts from Canada and Mexico, which face a 25% tariff [2]. - The United Auto Workers (UAW) criticized the agreement, stating it is detrimental to American workers and the domestic automotive industry [2]. Group 4: Reasons for Poor Performance of American Cars in Japan - Japanese consumers prefer smaller cars due to narrow roads and limited parking, which aligns with the offerings of local manufacturers [5]. - American cars are generally larger and less fuel-efficient, failing to meet the economic and practical preferences of Japanese consumers [5][6]. - The higher price point of American cars, combined with additional taxes and maintenance costs, makes them less appealing to cost-conscious Japanese buyers [6]. - American automakers have a limited presence in Japan, with only 163 sales points, lacking a robust sales and service network [6]. Group 5: Strategies for Improvement - To increase American car imports to Japan, measures such as utilizing Japanese automakers' sales networks for American vehicles have been suggested [8]. - American automakers need to build a consumer-friendly system that aligns with Japanese preferences, enhancing the "presence" of American cars in the Japanese market [8].

GM https://t.co/HSnU0tHY1A ...

Stock Market Performance - All three major indices in the US closed higher this week, with the Dow Jones up 1.35%, S&P 500 up 2.43%, and Nasdaq up 3.87% [1] - On Friday, the Dow rose by 206.97 points (0.47%) to close at 44,175.61 points, Nasdaq increased by 207.32 points (0.98%) to 21,450.02 points, and S&P 500 gained 49.45 points (0.78%) to 6,389.45 points [1] - Nasdaq reached an intraday all-time high of 21,464.53 points during Friday's trading [1] Individual Stock Movements - Apple (AAPL.US) surged over 4% on Friday and accumulated a 13% increase for the week, marking its best weekly performance since July 2020 [1] - Tesla (TSLA.US) rose by 2.29%, while Google (GOOG.US) increased by 2.44% [1] - Freddie Mac (FMCC.US) saw a significant rise of over 20% [1] European Stock Market - The German DAX30 index fell by 38.84 points (0.16%) to 24,151.86 points, while the UK FTSE 100 index decreased by 13.02 points (0.14%) to 9,087.75 points [2] - The French CAC40 index rose by 33.68 points (0.44%) to 7,743.00 points, and the Spanish IBEX35 index increased by 145.70 points (0.99%) to 14,823.20 points [2] Asian Stock Market - The Nikkei 225 index in Japan rose over 1.8%, while the KOSPI index in South Korea fell by 0.55% [3] Commodity Prices - Light crude oil futures for September settled at $63.88 per barrel, unchanged from the previous day, while October Brent crude oil futures rose by 16 cents to $66.59 per barrel, a 0.24% increase [3] - Gold futures in New York rose by 0.13% to $3,458.2, reaching an intraday high of $3,534.1 [4] Cryptocurrency Market - Bitcoin decreased by 0.54% to $116,889.9, while Ethereum increased by over 3% to $4,044.24 [5] Employment Data in Canada - Canada saw a reduction of 40,800 jobs in July, with the employment rate dropping to 60.7%, the lowest level since the pandemic began [9] - The youth unemployment rate for those aged 15 to 24 rose to 14.6%, the highest level since September 2010, excluding the pandemic years [9] Company News - Tesla (TSLA.US) received approval for a rideshare license in Texas, paving the way for its autonomous taxi service [10] - The US government is preparing to list Freddie Mac and Fannie Mae (FMCC.US) later this year, potentially raising around $30 billion [11] - The automotive industry, particularly companies like Ford (F.US) and General Motors (GM.US), is facing significant losses due to tariffs, with projected losses of $7 billion in profits by 2025 [12]