1美国2月密歇根大学消费者信心指 2 千问APP宣布投入30亿启动"春节 于2月6日正式上线 3 第25届冬季奥林匹克运动会将于 在意大利举行 2026年2月6日 星期王 II C C 4因美国政府停摆，原定于2月6日. 非农就业报告将不会如期公布 1 隔夜市场 美股三大指数集体收跌，道指跌1.2%，纳指跌1.59%，标普500指数跌1.23%，热门科技股普跌，超微电脑、高通跌超8%，微软跌近5%，亚马逊跌超4%， AMD跌超3%，特斯拉跌超2%，英伟达跌超1%。纳斯达克中国金龙指数收涨0.9%，中概股多数上涨，蔚来涨超5%，理想汽车涨超2%，哔哩哔哩涨超1%。 美国上周初请失业金人数录得23.1万人，预估21.2万人，前值20.9万人。美国1月挑战者企业裁员人数10.8万，创2009年以来同期最高。 国际油价集体下挫，截至发稿时，美油主力合约跌2.89%，报63.26美元/桶；布伦特原油主力合约跌2.85%，报67.48美元/桶。 国际贵金属大幅走低，截至发稿时，现货黄金跌4.11%，报4766.2美元/盎司；COMEX黄金期货跌3.37%，报4787.3美元/盎司。现货白银失守71美元/盎司， 跌幅达20 ...

2月5日，蔚来（09866.HK）发布2025年第四季度盈利预告，预计公司2025年第四季度录得经调整经营利润（非公认会计准则）（界定为剔除股权激励费 用后的经营利润），介于人民币7亿元（约1亿美元）至人民币12亿元（约1.72亿美元）。这是蔚来创立11年来首次录得单季度经调整经营利润（非公认会 计准则）。 图片来源：蔚来公告 作为对比，蔚来在2024年第四季度录得单季度经调整经营亏损为55.436亿元。对于2025年预计实现盈利的原因，蔚来方面解释称，这主要归因于公司在 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以及公司持续推行全面降本增效措施。 2月5日晚上11点左右，蔚来董事长李斌发文称"很高兴向大家汇报，今天，我们发布了盈利预告。顺便向大家再汇报另一个即将达成的好消息：蔚来换电 已突破9,990万次，预计明天2月6号蔚来1亿次换电就将达成。欢迎大家一起见证蔚来公司发展历程中的又一里程碑时刻。" 官方数据显示，2025年，蔚来累计交付约32.6万辆新车。其中，2025年第四季度交付量约12.48万辆，创历史新高，同比增长71.7%，对公司全年交付量贡 献度超38%。 图片来源：蔚来 ...

Core Viewpoint - Nio has projected its first-ever adjusted operating profit for Q4 2025, leading to a significant increase in its stock price and trading volume, indicating positive investor sentiment towards the company's future performance [1][3]. Group 1: Company Performance - Nio's stock closed at $4.7, up 5.86%, following a profit alert that estimates an adjusted operating profit between $100 million and $172 million for Q4 2025, marking a significant milestone for the company [1][3]. - The company reported record monthly EV deliveries in October and December, contributing to the anticipated profit and indicating strong sales growth [3]. - Management highlighted a favorable product mix and effective cost controls as key factors enhancing profit margins, suggesting potential for sustained financial improvement [4]. Group 2: Market Context - The broader market experienced a decline, with the S&P 500 falling 1.20% and the Nasdaq Composite sliding 1.59%, while Nio's performance stood out positively against its automotive peers like Tesla and Rivian, which saw declines [2]. - Trading volume for Nio reached 120.4 million shares, significantly above its three-month average of 48.5 million shares, reflecting heightened investor interest [1]. Group 3: Investor Sentiment - Investors reacted positively to Nio's profit alert, indicating a shift in sentiment as the company moves towards profitability [3]. - Despite the positive outlook for Nio, it was not included in a list of top stock recommendations by The Motley Fool, which may influence investor decisions [5].

Nio (NIO) shares rallied on Thursday after the Chinese electric vehicle (EV) specialist confirmed it will report its first-ever adjusted profit in the fourth quarter of 2025. In a press release dated Feb. 5, the automaker said it sees its non-GAAP operating profit falling between RMB 700 million and RMB 1.2 billion – a big improvement from the RMB 5.5 billion loss last year. More News from Barchart Despite today’s surge, Nio stock remains down over 35% versus its October high, which makes it even more ...

Core Viewpoint - Nio has experienced significant volatility, with a peak gain of over 2,000% during the pandemic, but has since lost more than 90% of its value from its all-time high [1] Group 1: Competitive Landscape - Nio faces intense competition in the EV market, particularly from BYD and Tesla, and is not among the top-10 EV sellers in China [2] - The competitive environment has led to price cuts among EV manufacturers, which negatively impacts profit margins [3][4] Group 2: Financial Performance - In Q3 2025, Nio reported a net loss of $488.9 million on revenues of $3.1 billion, highlighting ongoing profitability challenges [3] - Vehicle deliveries increased by 40.8% year over year in Q3, but revenue only grew by 16.7%, indicating a decline in revenue per vehicle [6] - Despite trimming net operating losses and improving profit margins, Nio has not achieved a profitable quarter in its 11-year history, raising concerns about its long-term viability [7] Group 3: Market Demand - Demand for EVs in China is cooling as the government rolls back subsidies, making EVs less attractive to consumers [8]

Nio (NYSE: NIO) goes through boom and bust cycles more often than most stocks. It was all the rage during the pandemic, with the stock gaining more than 2,000% in a single year. However, the same electric vehicle (EV) stock has lost more than 90% of its value from its all-time high. The stock has had some meaningful rallies each year since reaching its 2021 peak, but the long-term decline is obvious. Nio has an uphill battle against the stock market, and there are better picks to consider. These are some o ...

Core Viewpoint - The automotive industry is experiencing a promotional wave centered around "7-year low-interest" financing options, significantly lowering the barriers for consumers to purchase electric vehicles [2][5]. Group 1: Promotional Strategies - Multiple electric vehicle brands are emphasizing low down payments, low interest rates, and low monthly payments, with monthly payments generally around 2000 yuan [3][4]. - Tesla initiated this trend with a 7-year low-interest financing plan, prompting at least 10 other automakers, including Xiaomi, Li Auto, and Xpeng, to follow suit [2][6]. - The promotional period primarily spans January to February, with various automakers offering different financing terms and conditions [4][5]. Group 2: Financing Models - The financing options are predominantly provided by automotive financing leasing companies or third-party financial institutions, rather than traditional banks [3][7]. - Consumers are advised to be cautious of the hidden costs associated with long-term low-interest financing, as extended payment periods may lead to higher total interest costs [3][9]. - The ownership structure differs between bank loans and financing leases, with the latter retaining ownership with the leasing company until the end of the lease term [8][9]. Group 3: Market Impact - The introduction of 7-year low-interest financing is expected to intensify competition among automakers, providing an alternative to direct subsidies and incentives [7]. - The regulatory environment has evolved to support longer financing terms, allowing for more flexible consumer financing options [7].

2月5日，蔚来（09866.HK）发布2025年第四季度盈利预告，预计公司2025年第四季度录得经调整经营利润（非公认会计准则）（界定为剔除股权激励费 用后的经营利润），介于人民币7亿元（约1亿美元）至人民币12亿元（约1.72亿美元）。这是蔚来创立11年来首次录得单季度经调整经营利润（非公认会 计准则）。 作为对比，蔚来在2024年第四季度录得单季度经调整经营亏损为55.436亿元。对于2025年预计实现盈利的原因，蔚来方面解释称，这主要归因于公司在 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以及公司持续推行全面降本增效措施。 2月5日晚上11点左右，蔚来董事长李斌发文称"很高兴向大家汇报，今天，我们发布了盈利预告。顺便向大家再汇报另一个即将达成的好消息：蔚来换电 已突破9,990万次，预计明天2月6号蔚来1亿次换电就将达成。欢迎大家一起见证蔚来公司发展历程中的又一里程碑时刻。" 官方数据显示，2025年，蔚来累计交付约32.6万辆新车。其中，2025年第四季度交付量约12.48万辆，创历史新高，同比增长71.7%，对公司全年交付量贡 献度超38%。 （文章来源：每日经济新闻） 美东时 ...

从更长周期看，作为成立于2014年的智能电动汽车企业，蔚来近年来在多品牌布局、充换电体系与服务 体系等方面持续投入。截至目前，蔚来能源在全国已布局充换电站8626座，建设数量行业第一。与此同 时，蔚来董事长李斌多次强调第四季度实现单季度盈利的重要性，外界亦普遍将其视为蔚来经营效率与 体系能力的阶段性"硬指标"。 在造车新势力仍处深度竞争与价格博弈阶段的当下，"单季盈利"被视为车企迈向可持续经营的重要节 点。蔚来在公告中表示，本次预计实现的经调整经营利润主要归因于三方面综合影响。一是2025年第四 季度销量持续增长；二是有利的产品组合推动汽车毛利率优化；三是公司持续推行全面降本增效措施。 销量端的"规模效应"是支撑盈利预期的关键底盘。根据公司此前披露的数据，2025年第四季度累计交付 新车12.48万辆，同比增长71.7%，创季度历史新高；2025年全年累计交付新车32.60万辆，同比增长 46.9%，刷新年度纪录。 产品结构改善亦被市场视作"毛利修复"的重要变量。蔚来品牌、乐道品牌、firefly萤火虫品牌在2025年 呈现"量价齐升"态势，销量与产品均价同步提升，共同推动整体经营质量迈上新台阶。 中国欧洲经 ...

For years, the primary cloud hanging over Nio Inc (NYSE: NIO) has been its inability to translate technological brilliance into sustainable profitability. Its persistent "cash burn†often scared away ... ...