Core Insights - Lucid Group, Inc. has recently formed a partnership with Uber Inc., marking a significant step into the electric vehicle (EV) market [1] Company Summary - The partnership with Uber signifies Lucid Group's strategic move to expand its presence in the EV sector, aligning with the growing demand for sustainable transportation solutions [1] Industry Summary - The collaboration highlights the increasing integration of electric vehicles within ride-sharing platforms, reflecting broader trends in the automotive and technology industries [1]

Group 1 - Yisou Technology (02550) rose nearly 12.63% after announcing a share subscription agreement with Lightnet Pte. Ltd., acquiring approximately 1.23% equity for $5 million [1] - Maifushi (02556) fell nearly 2.28% despite a profit forecast of RMB 31.8 million to RMB 41 million for the six months ending June 30, 2025, a significant turnaround from a loss of RMB 820 million in the same period last year [1] - New World Development (00086) increased nearly 4.19% after announcing a profit forecast of no less than HKD 800 million for the six months ending June 30, 2025, compared to HKD 75.4 million in the same period last year [2] Group 2 - Cao Cao Travel (02643) surged nearly 15.68% after signing a strategic cooperation memorandum with Victory Securities to explore virtual asset tokenization and stablecoin applications [2] - Boan Bio (06955) dropped nearly 5.06% after announcing a placement of 48 million shares at HKD 16.42 each, aiming to raise approximately HKD 780 million for R&D and operational purposes [2] - Huaxing Capital Holdings (01911) rose nearly 6%, with a year-to-date stock price increase of 1.1 times, as it plans to invest $100 million in Web 3.0 and cryptocurrency assets [3] Group 3 - Cathay Pacific Airways (00293) continued to decline nearly 3% after a report indicated an 8.3% year-on-year increase in net profit for the first half of the year, but operating profit fell short of market expectations [3] - Keep (03650) rose over 10%, with a cumulative increase of over 22% this week, reporting an adjusted net profit of approximately RMB 10 million for the first half of the year [4] - Smoore International (06969) increased nearly 5%, with BAT's new tobacco product revenue growing 2.4% year-on-year, and Smoore is expected to benefit from this growth [4] Group 4 - Xiaomi Group-W (01810) fell over 4% after Nomura raised its target price by 79% to HKD 61 but downgraded its rating to "Neutral" due to limited upside potential [5] - Apple (AAPL.US) rose 5.09% after announcing a commitment to invest an additional $100 billion in U.S. manufacturing, bringing its total investment commitment to $600 billion [6] - McDonald's (MCD.US) increased 2.98% with second-quarter revenue growing 5.4% year-on-year to $6.84 billion, exceeding analyst expectations [6]

Lucid Group, Inc. LCID stock slid sharply on Wednesday after the company's second-quarter earnings missed expectations and the company trimmed its annual vehicle production outlook. However, the luxury EV maker trimmed its annual vehicle production outlook from 20,000 units to a range of between 18,000 and 20,000 units. "This year has brought an unprecedented number of surprises. While our plans remain aligned with our previous objectives, we want to exercise a bit more caution and, thus, provide a range," ...

Core Insights - Lucid Group, Inc. reported disappointing Q2 results with revenue of $259.4 million, missing analyst estimates of $296.24 million, and a larger-than-expected adjusted loss of 24 cents per share compared to the forecasted loss of 21 cents [1] Group 1: Financial Performance - The company’s Q2 revenue was $259.4 million, falling short of the expected $296.24 million [1] - Lucid posted an adjusted loss of 24 cents per share, exceeding the forecasted loss of 21 cents [1] - The FY25 revenue estimate was lowered to approximately $1.41 billion from roughly $1.43 billion [5] Group 2: Analyst Ratings and Market Outlook - Cantor Fitzgerald analyst Andres Sheppard maintained a Neutral rating on Lucid, citing ongoing challenges such as supply constraints and negative gross margins [2] - The FY25 production estimate was revised down to 18,500 units from 20,000, reflecting updated company guidance [4] - The FY25 delivery estimate was also lowered to 16,650 from 17,000 to remain conservative [5] Group 3: Product and Market Developments - Lucid's Gravity SUV has shown strong vehicle performance, with daily orders nearly doubling since its debut [3] - The company plans to enter the robotaxi market with Uber in late 2026, which is expected to boost customer demand and margins [4] - A midsize platform launch is anticipated in the second half of 2026 [3]

Financial Performance - Lucid achieved its sixth consecutive record quarter in deliveries and record production in Q2 [2] - Trade policies and tariffs negatively impacted Lucid's gross margin in Q2, but the company expects it to even out for the remainder of the year [2] - Lucid's adjusted IBITDA is negative $632 million, with $4.86 billion in liquidity, expected to last until the second half of next year [8][9] Supply Chain & Raw Materials - Lucid overcame challenges related to magnet availability in Q2, securing licenses for rare earth materials for the remainder of the year [3][5] - Lucid is diversifying its raw material sourcing, including changing magnet chemistry, exploring alternative rare earth sources, and sourcing from different markets [5] - While still utilizing a global supply chain, Lucid sources a small percentage of parts for Gravity and Air from China [12][13] - Lucid is increasing its resilience by sourcing battery cells from the US, with the majority coming from the new Panasonic plant in Kansas [14] - Lucid has also secured deals with graphite suppliers to ensure raw material availability for battery cell production [15] Partnerships & Future Plans - Lucid is partnering with Uber and Neuro to develop autonomous vehicles, with plans to roll them out starting in late 2026 [6][7] - Lucid is confident in its ability to integrate autonomous driving technology into its vehicles, particularly the Gravity model [7] Capital & Funding - Lucid is funded until the second half of next year and will opportunistically raise capital if needed [9][10]

电动车制造商Lucid(LCID.US)跌超7.8%，报2.23美元。消息面上，Lucid第二季净亏损扩大至8.55亿美 元，经调整每股亏损24美仙，而市场预期亏损21美仙；营收2.59亿美元，胜预期。季内公司交付3309辆 汽车，按年增长38.2%，但低于市场预期。公司目前预计今年产量将在18000至20000辆之间，此前预计 目标是20000辆。(格隆汇) ...

1. 8月6日(周三)美股盘前，美股三大股指期货齐涨。截至发稿，道指期货涨0.35%，标普500指数期货涨0.24%，纳指期货涨 0.23%。 2. 截至发稿，德国DAX指数涨0.02%，英国富时100指数涨0.20%，法国CAC40指数涨0.28%，欧洲斯托克50指数涨0.22%。 3. 截至发稿，WTI原油涨1.63%，报66.22美元/桶。布伦特原油涨1.52%，报68.67美元/桶。 | 瑞 伦敦布伦特原油 | 2025年10月 | 68.67 | 68.81 | 67.65 | +1.03 | +1.52% | | --- | --- | --- | --- | --- | --- | --- | | 雪 WTI原油 | 2025年9月 | 66.22 | 66.34 | 65.12 | +1.06 | +1.63% | 市场消息 降息预期凌乱，华尔街投行"吵"起来。美国"非农"数据暴雷令美联储降息预期飙升，但本周华尔街知名投行对降息分歧却在加 大。高盛、花旗均认为，9月或激进降息，摩根大通甚至认为今年可能降息125个基点。然而，美银认为今年美联储或按兵不 动，巴克莱和汇丰同样态度谨慎。未来几个月将 ...

盘前市场动向 1. 8月6日(周三)美股盘前，美股三大股指期货齐涨。截至发稿，道指期货涨0.35%，标普500指数期货涨0.24%，纳指期货涨 0.23%。 | = US 30 | 44,267.00 | 44,364.00 | 44,074.50 | +155.30 | +0.35% | | --- | --- | --- | --- | --- | --- | | = US 500 | 6,314.10 | 6,332.90 | 6,287.60 | +14.90 | +0.24% | | 트 US Tech 100 | 23,072.30 | 23,118.10 | 22,937.50 | +53.70 | +0.23% | 2. 截至发稿，德国DAX指数涨0.02%，英国富时100指数涨0.20%，法国CAC40指数涨0.28%，欧洲斯托克50指数涨0.22%。 | 德国DAX30 | 23,862.00 | 23,998.59 | 23,806.00 | +4.81 | +0.02% | | --- | --- | --- | --- | --- | --- | | 器 英国富时100 | 9,16 ...

【文/观察者网 潘昱辰 编辑/高莘】综合路透社、《华尔街日报》等外媒报道，由于受到美国总统特朗 普政策转变和贸易局势紧张的打击，美国电动汽车新势力Rivian和Lucid均于8月5日公布了令人失望的上 半年业绩，并为今年提供了较为悲观的预期。 财报显示，Rivian在2025年上半年营收为25.43亿美元（约合人民币182.8亿元），净亏损为16.56亿美元 （约合人民币119.1亿元）；Lucid上半年营收为4.95亿美元（约合人民币35.6亿元），净亏损为9.05亿美 元（约合人民币65.1亿元）。 其后，Rivian股价大跌约4%，Lucid股价则大跌7%。 今年上半年，特朗普先后颁布一系列政策，包括取消电动汽车消费者的7500美元（约合人民币5.4万 元）税收抵免，并对进口汽车及零部件征收25%的关税，同时还取消了对燃油车企的排放罚款。由于 Rivian和Lucid等公司过去主要将排放信贷出售给传统车企以避免罚款，随着燃油车企不再需要这些信 贷，新势力的相应收入也随之消失。 Rivian视觉中国 在业绩报告中，Rivian主要将损失扩大估计归咎于信贷价值的缩减，预计约为其估计的3亿美元（约合 人民币2 ...

【环球网财经综合报道】据路透社报道，电动汽车制造商Lucid于当地时间周二下调年度产量预测，且 季度营收未达华尔街预期。此时，美国贸易紧张局势给部分汽车制造商蒙上了一层阴影，消费者纷纷削 减大额消费预算。 尽管Lucid旗下豪华电动汽车的交付量有所增长，但由于美国进口关税有可能扰乱供应链，并使车辆成 本增加数千美元，Lucid所处的行业正面临不确定时期。 Lucid的命运在很大程度上取决于其新推出的Gravity SUV以及即将推出的中型轿车的成功与否，该公司 希望借此扩大消费者群体。此外，美国电动汽车市场的竞争十分激烈，特斯拉正大力推销其改款后的 Model Y，而Rivian则正在营销其新款R1T皮卡和R1S SUV。 目前，Lucid预计今年将生产1.8万至2万辆汽车，而此前的预测为2万辆。 而为拓展收入来源，Lucid上月与优步（Uber）签署了一项协议。根据协议，从2026年开始的六年里， 这家网约车平台将采购并部署逾2万辆配备自动驾驶技术初创公司Nuro技术的Lucid Gravity SUV。 根据伦敦证券交易所集团（LSEG）汇编的数据，Lucid第二季度报告的营收为2.594亿美元，未达2. ...