"2025年四季度，争取盈利。" 2025年3月的财报会上，蔚来汽车董事长李斌这样承诺。彼时的蔚来，正陷在"至暗时刻"：新品牌乐道首款车型L60出师不利，销量惨淡；企业被迫战略收 缩，持续失血的财报让投资者用脚投票；就连内部员工也难掩"前途未卜"的悲观。 2026年2月5日，剧情出现反转，蔚来扔出一颗"重磅炸弹"，宣告企业2025年第四季度预计实现成立以来首次盈利。非公认会计准则下，经调整经营利润高达 7亿至12亿元（约1.0亿至1.72亿美元）。 消息一出，资本市场瞬间沸腾。蔚来美股盘前直线拉升，一度大涨10%。11年终于迎来首次"盈利宣告"，不仅让李斌兑现了承诺，更让这家起起落落的造车 新势力，站回了聚光灯下。 蔚来盈利预告。 港交所截图 11年"生死劫" 蔚来曾是造车新势力的"神话"。 新能源汽车还在"萌芽期"时，它就以超级跑车EP9在纽博格林赛道一鸣惊人，成为彼时纽北最快圈速量产车型；随后高举高打，推出豪华中大型SUV ES8， 带来"全系换电"体验，凭借其用户服务和跨界创新，硬生生在合资豪华品牌林立的2018年撕开一道口子，凝聚起一个极具黏性的"车主圈层"——蔚来的创 新、服务、产品力，是无数车主的 ...

蓝筹股表现 智通财经APP获悉，港股三大指数全天水下震荡，午后跌幅均有所收窄。截至收盘，恒生指数跌1.21% 或325.29点，报26559.95点，全日成交额为2478.65亿港元；恒生国企指数跌0.68%，报9031.38点；恒生 科技指数跌1.11%，报5346.2点。全周来看，恒指累跌3.02%，国指累跌3.07%，恒科指数累跌6.51%。 理想汽车-W(02015)领升蓝筹。截至收盘，涨3.61%，报71.7港元，成交额21.05亿港元，贡献恒指5.63 点。理想汽车董事长兼CEO李想表示，将推出全新一代理想L9 Livis版，售价55.98万元。该车款将搭载 2颗理想汽车全自研的"马赫100"芯片，是理想汽车自2022年起自研的核心技术，配合理想汽车自研大模 型和自研操作系统，全新一代理想L9的智能化程度将大幅提升。 浦银国际认为，短期市场预计将维持震荡态势，风格和投资主线或将出现轮动。春节前增量资金流入可 能放缓，南向资金受港股通休市影响，而地缘政治风险和特朗普政策的不确定性将影响外部流动性，需 重点观察主动型外资转为净流入是否能持续。当前港股的估值扩张空间有限，预计盈利端的表现将更可 能决定市 ...

2月6日，A股三大指数小幅下跌，截至收盘，沪指跌0.25%报4065点，早盘一度跌至4029点，险守4000点。深证成指跌0.33%；创业板指跌0.73%。全市场 成交额2.16万亿元，较前一交易日缩量308亿元，超2700股上涨。 盘面上，采掘、石油板块走高，通源石油（300164）、准油股份（002207）等多股涨停，消息面上，WTI原油、ICE布油大涨，截至发稿均涨超1%；氟化 工板块走强，天际股份（002759）涨停；锂矿概念、电池板块活跃 ，恩杰股份涨停；珠宝首饰、有机硅及化学原料等板块涨幅居前。 国际贵金属价格再度反弹，现货黄金涨近1%，一度收复4900美元/盎司关口；现货白银涨逾2%。 | 贵金属 | | | | --- | --- | --- | | 伦敦金现 | 伦敦银现 | COMEX黄金 | | 4840.870 | 72.571 | 4866.4 | | +64.390 +1.35% +1.669 +2.35% -23.1 -0.47% | | | | COMEX白银 | SHFE黄金 | SHFE自银 | | 72.880 | 1090.12 | 18799 | | -3.834 - ...

We recently published 10 Stocks Withstanding Market Turbulence. NIO Inc. (NYSE:NIO) was one of the best performers on Thursday. NIO shares jumped by 5.86 percent on Thursday to close at $4.7 apiece as investors gobbled up shares following hints at profitability in the fourth quarter of 2025. In a statement, NIO Inc. (NYSE:NIO) said that based on a preliminary assessment, it expects to report adjusted operating profit of $100 million to $172 million during the period, reversing an adjusted operating loss ...

Market Overview - The Hong Kong stock market experienced a significant decline, with the Hang Seng Index dropping 1.13% to 26,580.94 points, the Hang Seng Tech Index down 0.47% to 5,380.72 points, and the National Enterprises Index falling 0.52% to 9,045.82 points, indicating a weak overall performance and noticeable market divergence [1][2]. Sector Performance - Major technology stocks faced substantial pressure, with Alibaba down 2.57%, JD Group down 2.21%, and Tencent Holdings down 0.9%, contributing significantly to the index decline. Analysts attribute this adjustment to intensified market competition and regulatory changes, leading to evident capital outflows [2]. - Gold stocks plummeted due to a sharp drop in gold and silver prices, with companies like Zhaojin Mining and Zijin Mining experiencing declines. The decrease in demand for gold as a safe haven and the rebound of the US dollar index pressured gold prices [3]. - Digital currency and AI application stocks also performed poorly, affected by increased market volatility and regulatory uncertainties. Despite the promising outlook for AI applications, the sector is still in its early development stages, facing challenges in commercialization [4]. Active Sectors - Chinese medicine stocks showed strong performance due to favorable government policies supporting traditional Chinese medicine, with companies like Tongrentang Technology and China Traditional Chinese Medicine seeing significant gains [5]. - The paper industry and new consumption concept stocks were active, benefiting from stable raw material prices and improved supply-demand dynamics, attracting investor interest [6]. Corporate Developments - Meituan announced plans to acquire all shares of fresh food e-commerce platform Dingdong Maicai for $717 million, aiming to expand its presence in the fresh food sector and enhance market share [7]. - NIO projected its first quarterly profit, estimating adjusted operating profits between 700 million to 1.2 billion yuan for Q4 2025, a significant reduction in losses compared to the previous year, driven by increased sales and cost-cutting measures [8][9]. - Several companies reported positive earnings forecasts, including Tongda Group, which expects a profit of 115 to 125 million HKD for the fiscal year 2025, and Caike New Energy, which anticipates a revenue of 507 million yuan, reflecting year-on-year increases [10][11]. Institutional Insights - Analysts from Hang Seng Qianhai suggest that while short-term volatility and liquidity shocks may persist, the market's valuation attractiveness is gradually becoming evident, with potential for upward movement in the medium term [12]. - Guosen Securities remains optimistic about the Hong Kong market's future, despite potential risks from rising oil prices and long-term bond yields, emphasizing the resilience of corporate earnings [13]. - Guoyuan International highlights the potential for short-term fluctuations but maintains a positive long-term outlook for the Hong Kong market, citing strong capital resilience [14].

化工板块走高，金牛化工（600722）、润土股份、福莱新材（605488）等10股涨停，江天化学（300927）、万润新能、双乐股份（301036）涨超10%。锂 电电解液板块大涨，杉杉股份（600884）、天际股份（002759）涨停，海科新源（301292）、多氟多（002407）、天赐财料涨超5%，华盛锂电、石大胜 华（603026）、新宙邦（300037）涨超3%。 | 名称 | 现价 | 成交量 | 涨跌幅 ▼ | 换手率 | 市盤率 | 成交额 | 60日涨幅 | 年初至今 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 江天化学 | 37.62 | 2408万 | 14.52% | 17.09% | 20.0 | 8.85亿 | 29.59% | 61.39% | | 万润新能 | 87.80 | 599万 | 11.92% | 7.08% | -17.7 | 4.99亿 | -1.15% | 16.45% | | 双乐股份 | 37.33 | 1176万 | 11.07% | 16.70% | 51.1 | 4.30亿 | ...

港股先跌後升，恒指低開 219 點，早市曾跌 436 點一度低見 26,410 點，午後曾 轉升 72 點高見 26,919 點，全日升 37 點或 0.1%，收 26,885 點；國指升 44 點或 0.5%，收 9,093 點；恒生科指升 39 點或 0.7%，收 5,406 點。大市全日成交總額 3,151.12 億元。 人民銀行 5 日在公開市場開展 1,185 億元人民幣七天期逆回購操作，操作利率 持平於 1.4%，另開展 3,000 億元 14 天期逆回購操作。有 3,540 億元逆回購到期， 單日淨投放 645 億元。人民幣兌美元中間價按日下調 37 點，報 6.9570 兌一美 元。A 股三大指數低開 0.7%至 1%後跌幅擴大，午後跌幅略為回順。上證指數全 日跌 26 點或 0.6%，報 4,075 點，成交額 9,470 億元。深證成指跌 203 點或 1.4%， 報 13,952 點，成交額 1.23 萬億元。創業板指跌 51 點或 1.6%，報 3,260 點，成 交額 5,523 億元。 投資者避險情緒升溫，科技股拋售壓力持續，美股周四低開低走。道指愈跌愈 有，全日收跌 592 點或 ...

蔚来方面表示，2025年第四季度业绩预盈主要归因于销量持续增长，有利的产品组合推动汽车毛利率优 化，以及公司持续推行全面降本增效措施。 蔚来创始人、董事长、CEO李斌称，蔚来在2025年四季度开源节流，毛利率稳步提升。"公司2025年下 半年的平均单价是上升的，并没有简单地以价换量，主要是通过技术降本和规模降本。" 北京商报讯（记者 蔺雨葳）2月6日，蔚来公司港股开盘上涨超5.5%。消息面上，2月5日晚间，蔚来公 司发布2025年第四季度盈利预告。 公告称，根据初步评估，预计2025年第四季度录得经调整经营利润约7亿—12亿元。此为蔚来首次单季 度经调整经营利润为正，2024年为经调整经营亏损55.436亿元。 ...

蔚来(9866.HK)逆势上涨，盘中一度涨超6%报39港元。消息面上，公司公布，预计去年第四季度经调整 经营利润约7亿至12亿元人民币，此为公司首次录得单季度经调整经营利润；2024年第四季度经调整经 营亏损55.44亿元人民币。公司预计实现经调整经营利润主要是公司于2025年第四季度销量持续增长； 有利的产品组合推动汽车毛利率优化；公司持续推行全面降本增效措施。 ...

本文源自：金融界AI电报 蔚来(9866.HK)逆势上涨，盘中一度涨超6%报39港元。 ...