Economic Data Releases - The delayed September retail sales report will be released just before Black Friday, indicating consumer spending trends leading into the holiday season [2][7] - Other economic data to be released includes weekly jobless claims, pending home sales, durable-goods orders, and the Producer Price Index for September, which will provide insights into inflation [2][7] Earnings Reports - Key companies reporting earnings this week include John Deere, Alibaba, Applied Digital, Dell Technologies, and others, with significant attention on their performance amid rising costs and market conditions [4][5][6] - Workday is expected to report quarterly earnings for the first time since Elliott Investment Management took a stake in the company, indicating potential shifts in company strategy or performance [5] Market Activity - Stock markets will close early on Friday at 1 p.m. ET, and bond markets will close at 2 p.m. ET due to the Thanksgiving holiday, impacting trading volumes and market dynamics [2][11] - The upcoming Federal Reserve interest rate decision on December 10 may be influenced by the delayed economic data, complicating the outlook for monetary policy [7]

11月20日，在由南方财经全媒体集团指导、21世纪经济报道主办的2025新汽车年度盛典上，理想汽车产 品部高级副总裁范皓宇在分享VLA大模型时指出： "VLA司机大模型采用融合强化学习与训练闭环体系的全新架构，可以说是找到了一个辅助驾驶迭代的 新范式，具备空间理解、思维、沟通、记忆和自主学习能力。比如，VLA司机大模型会通过车机屏幕 上的CoT思维链，告诉用户它的各种决策，以及决策背后的逻辑，所以会大大增加用户的安心感。同 时，用户可以通过语音控制辅助驾驶，从用户体验角度来说是颠覆性的改变。这种交互模式是我们聚焦 用户价值的体现，我们认为当下需要通过这种可视化、可沟通的方式，让用户更加信任辅助驾驶。" （视频编辑：许婷婷，实习生余艾憧） 0:00 21世纪经济报道记者何煦阳 报道 ...

Group 1: Key Economic Events - The week of November 24-30 will feature significant financial events, including earnings reports from Alibaba, Meituan, Li Auto, NIO, and Pony.ai, as well as the Huawei product launch for the Mate 80 series [6][7] - The U.S. Department of Labor will release the September PPI on November 25, while the U.S. Commerce Department will publish the third-quarter GDP revision and October personal income and spending data on November 26 [9][10] - China's official manufacturing PMI and October profits of industrial enterprises will be released next week, with the manufacturing sector showing signs of a slowdown [10] Group 2: Corporate Earnings - Alibaba's earnings report is scheduled for November 25 before the U.S. market opens, followed by Meituan on November 29, and earnings from Li Auto and NIO also expected [7][8] - Newly listed companies such as Pony.ai and WeRide will also report earnings, alongside established firms like Dell, HP, and Bosideng [7] Group 3: Political and Regulatory Developments - Trump plans to sign an AI policy called the "Genesis Mission" at the White House, which may involve increased collaboration between national laboratories and private sectors in AI technology [12] - Trump has set a deadline of November 27 for Ukraine to accept the U.S. "28-point plan," which includes commitments from Ukraine regarding NATO and peace negotiations with Russia [11][12] Group 4: Market Insights - Michael Burry has indicated that major tech companies are underestimating depreciation, which could inflate profits by $176 billion from 2026 to 2028, with specific companies like Oracle and Meta facing significant profit overstatements [12][13]

理想汽车产品部高级副总裁范皓宇表示："理想VLA司机大模型在推送后通过强化学习持续进步，行车 体验不断优化，并基于其强大的空间理解能力为用户带来了更优质的泊车和充电体验。全新的VLA充 电功能，让车辆可以自主驶入、驶出超充站，打通了找站充电的'最后100米'，这也是我们车、桩、 站、云体系化能力的集中体现。在主动安全方面，防御性AES'眼观六路，耳听八方'，可以帮助用户规 避来自前方、后方、侧前、侧后的碰撞风险，带来360度的全方向守护。" 11月21日，第二十三届广州国际汽车展览会正式开幕，理想汽车携理想MEGA、i系列、L系列亮相，分 享辅助驾驶最新进展与规划。理想汽车计划向AD Max车型推送创新的VLA充电和防御性AES自动紧急 转向功能，并计划向智能焕新版AD Pro车型推送城市NOA功能。 理想汽车将VLA司机大模型的空间理解能力进一步拓展至全国理想超充站，带来全新能力——VLA充 电，打通充电的"最后100米"。VLA充电让车辆可以自主驶入理想超充站，并在车辆接近超充站时，通 过充电云端调度系统自动寻找空闲充电桩。车辆接近充电车位时，地锁自动降下，完成自主辅助泊车； 充电结束后，车辆可以自主驶离 ...

2025年8月，理想汽车率先发布VLA司机大模型，并于9月向AD Max用户全量推送。VLA司机大模型围 绕路线选择、速度偏好、舒适度、安心感、沟通能力、通行效率六个维度，全面提升用户体验。截至目 前，VLA司机大模型行驶里程超过3.12亿公里，里程渗透率提高2.2倍，每日活跃度提升3倍，意味着理 想辅助驾驶已经成为用户生活的一部分。未来，VLA司机大模型将在强化学习的驱动下持续进化，为 用户带来更安全、更舒适、更便捷的体验。 转自：北京日报客户端 2025年11月21日，理想汽车携理想MEGA、理想i系列、理想L系列亮相2025年广州国际汽车展览会，分 享辅助驾驶最新进展与规划。理想汽车计划向AD Max车型推送创新的VLA充电和防御性AES自动紧急 转向功能，并计划向智能焕新版AD Pro车型推送城市NOA功能，推动前沿技术普惠更多用户。 理想汽车产品部高级副总裁范皓宇表示："理想VLA司机大模型在推送后通过强化学习持续进步，行车 体验不断优化，并基于其强大的空间理解能力为用户带来了更优质的泊车和充电体验。全新的VLA充 电功能，让车辆可以自主驶入、驶出超充站，打通了找站充电的'最后100米'，这也是我们 ...

新汽车生态合作，报名中国版CES！ 撰文 | 张 南 编辑 | 黄 大路 设计 | 张小 萌 议程 (包含并不限于以下嘉宾,名单按姓氏笔画为序) 世界新汽车技术合作'含态分会 > © © al S a F E技术合作生态交流会 World New Auto Technology Collaboration Ecosystem Summit 新汽车技术合作生态展 EXHIBITION 第十届铃轩奖盛典 AWARDS 星期五 星期六 苏州知音温德姆至尊酒店 12/4/2025 (12:00-24:00) 凭购票电子二维码到苏州知音温德姆至尊酒店一层签到 并领取入场凭证以及会议资料 DAY1 (12/5/2025) 上午(09:00 正式开始) 主会场:行业专场 一、开幕致辞 可世界新汽车生态协会理事长、轩辕同学校长 第 尤 峥 东风汽车集团有限公司副总经理 郑 衡 衡 汽集团副总经理 陶海龙 上汽大众总经理 吴周涛 北京现代董事长 二、主题演讲 方向:当下企业或行业所面临的新汽车技术合作现状和供应链 发展问题与展望 嘉 宾: 蒋文虎 中国一汽总经理助理、红旗运营委员会副总裁 王 波 吉利汽车副总裁、中央采购总经理 ...

Get ahead of the market by subscribing to Seeking Alpha's Wall Street Week Ahead, a preview of key events scheduled for the coming week. The newsletter keeps you informed of the biggest stories set to make headlines, including upcoming IPOs, investor days, earnings reports, and conference presentations. After a tough five days for Wall Street, investors will get some time off next week to assess and reflect, with markets closed on November 27, Thanksgiving. Market participants will still have plenty of cata ...

11月21日，以"新科技·新生活"为主题的第二十三届广州国际汽车展览会（以下简称2025广州车展）拉 开帷幕。全球主流车企携最新产品高规格参展，首发新车93台。 除了整车，在汽车产业链及汽车文化展区，电机电控、充电储能、自动驾驶、人工智能等新题材集中亮 相，展商数量实现81%的大幅增长。电池、智能方案等核心供应链企业从"幕后"走向"台前"，展现出中 国汽车产业全链条的协同进步与开放合作。 在 "十四五" 规划收官与汽车产业变革的节点上，2025广州车展既聚焦汽车产业前沿技术，也为行业趋 势研判与未来发展方向提供新思考。在这场被业内誉为"中国汽车市场发展风向标"的盛会，新科技，正 加速驶来；新生活，已悄然开启。 （文章来源：人民网） 产业发展的背后，是技术创新的有力支撑。我国已经构建起自主可控的核心产业链，全球最大规模充电 网络初步建成，截至2025年6月底，我国电动汽车充电基础设施（枪）总数达到1610万个。 本届车展，电动化、智能化为特点的新车密集发布，智能驾驶技术加速下沉，成为核心看点。 阿维塔与华为乾崑宣告双方合作进入全新阶段，未来，包括华为乾崑智驾ADS高速L3解决方案、MoLA 加持下拥有类人智能的 ...

音频版： 两条主线： 理想自身思路/理想车的欣旺达宁德电池到底有没有区别 理想自身思路很明确，为了长期供应链安全考虑，至少得有两家供应商。与此同时，存在一个很强的 舆论场指向宁德的电池更好，导致一定比例的消费者明确偏好花一样的钱，希望优先宁德。 理想一切行动都是基于这个主要矛盾出发的。为了i6顺利发布，决定让销售私下面向用户承诺2025年 的i6都是宁德的电池，由于电池产能不足，2025年11月21日面向i6锁单车主表示，2025年12月开始会 供应欣旺达电池，并额外赠送2年4万公里质保。（没有明确说是否会一直开放可选电池品牌与额外送 质保，推测理想到时候也是走一步看一步） 总得来说，不管理想做什么选择，都有对应的潜在好处坏处，都会有人觉得不好。对理想而言，大致 是三个变量，等待周期；用户是否可选品牌，是否给欣旺达提供额外质保。 直接混装是理想最倾向的方案，对应的坏处是舆情风险不可控。 开放可选品牌的话，能早提车现在是明确的用户价值，但是之后总会进入平稳期，到时候存在不低可 能性，稳态期选宁德比例会过高。 开放品牌可选，且给欣旺达提供额外质保预期可让欣旺达有一个稳定保底比例，具体是多少，其实谁 都不知道，要看 ...

Core Insights - The Guangzhou Auto Show in November is characterized by a cold atmosphere, reflecting the intense competition in the Chinese automotive market, particularly in the electric vehicle (EV) sector [1][3] - The shift towards electrification is irreversible, with new energy vehicles (NEVs) becoming the focal point of the industry, dominating exhibition spaces and sales strategies [4][8] - Traditional rules of the automotive market are being overturned, especially regarding vehicle classification and pricing, as the demand for larger vehicles, particularly SUVs, increases [5][11] Industry Trends - The trend of producing larger vehicles is driven by consumer preferences, with a notable shift towards larger SUVs that exceed 5.2 meters in length and 3.1 meters in wheelbase [5][11] - The Chinese automotive market is increasingly resembling the North American market in terms of vehicle size preferences, influenced by rising income levels and changing family structures [7][11] - The production of larger vehicles is facilitated by advancements in EV technology, allowing manufacturers to overcome previous limitations associated with traditional fuel vehicles [8][12] Competitive Landscape - The competition among manufacturers is intensifying, with many brands launching large SUVs to remain relevant in the market [12][23] - Companies like NIO and Li Auto are focusing on larger models to capture market share, with the expectation that the demand for large vehicles will continue to grow [20][23] - The upcoming years are expected to see an influx of large SUVs in the Chinese market, leading to increased competition and potential market consolidation [18][24] Consumer Behavior - Chinese consumers are increasingly seeking larger vehicles for family and lifestyle needs, paralleling the desire for larger homes, which reflects a broader trend of consumption upgrading [11][24] - The perception of larger vehicles as a status symbol is becoming more pronounced, with manufacturers needing to adapt their strategies to meet these evolving consumer expectations [24][25]