NIO Inc. (NIO) closed at $4.44 in the latest trading session, marking a -2.42% move from the prior day. This move lagged the S&P 500's daily loss of 0.51%. On the other hand, the Dow registered a gain of 0.53%, and the technology-centric Nasdaq decreased by 1.51%. Shares of the company witnessed a loss of 4.81% over the previous month, trailing the performance of the Auto-Tires-Trucks sector with its loss of 1.25%, and the S&P 500's gain of 0.93%.Market participants will be closely following the financial r ...

人民财讯2月5日电，美股三大指数收盘涨跌不一，道指涨0.53%，纳指跌1.51%，标普500指数跌 0.51%，热门科技股普遍下跌，AMD跌超17%，英伟达、特斯拉、Meta跌超3%，谷歌、亚马逊跌超 2%，苹果涨超2%。存储概念股跌幅居前，闪迪跌近16%，美光科技跌超9%，西部数据跌超7%；热门 中概股普跌，纳斯达克中国金龙指数收跌1.95%，哔哩哔哩跌超6%，百度跌超4%，阿里巴巴、蔚来、 小鹏汽车跌超2%。 转自：证券时报 ...

Key Takeaways NIO opens an Uzbekistan store, marking entry into Asia via a distributor.NIO is shifting to distributors overseas after challenges with its China-style direct sales.NIO plans models in European markets and entry into Australia and New Zealand in 2026.Chinese EV maker NIO Inc. (NIO) continues to push forward with its global expansion, moving beyond China into markets across Europe, Central Asia and the Asia-Pacific region. Over the past few years, the company has steadily expanded its overseas ...

Core Insights - The electric vehicle (EV) market is shifting from hype-driven investments to a focus on companies with growing demand, scaling production, improving margins, and limited dilution risk. Rivian Automotive and Nio are highlighted as key contenders in this space. Rivian - Rivian is transitioning from a premium EV manufacturer to a mass-market contender with its upcoming R2 vehicle, aimed at the midsize SUV segment, directly competing with Tesla's Model Y [2] - The R2 is expected to have a starting price of $45,000, below the U.S. average new vehicle price of over $50,000, and is slated for launch in the first half of 2026, potentially expanding Rivian's addressable market [3] - Rivian's joint venture with Volkswagen is projected to provide $2.5 billion in capital, allowing the company to license its software-defined vehicle architecture, which could create a high-margin revenue stream [4] - In 2025, Rivian produced 42,284 vehicles and delivered 42,247, achieving a positive consolidated gross profit of $24 million and maintaining a cash balance of $7.1 billion, indicating financial flexibility for the R2 launch [5] Nio - Nio operates at a larger scale than Rivian, delivering 326,028 vehicles in 2025, with a strong start to 2026, achieving a 96.1% year-over-year increase in January deliveries to 27,182 vehicles [6] - The company aims for a 40% to 50% growth in deliveries for 2026, targeting 456,000 to 489,000 vehicles, which could enhance margins and demand in China's competitive EV market [6] - Nio is developing a broad EV ecosystem with three distinct brands: premium Nio, mass-market Onvo, and entry-level Firefly, alongside a dense battery-swap network that dominates the global market with over 2,300 stations [7]

Key Takeaways NIO delivered 27,182 vehicles in January, up 96.1% Y/Y, spanning NIO, ONVO and FIREFLY brands.NIO rolled out a new NIO WorldModel upgrade enhancing assisted driving, parking and active safety features.NIO topped 1 million cumulative deliveries and plans more investment in smart EV tech & battery swap charging.NIO Inc. (NIO) , a leading player in the global smart EV market, reported its vehicle delivery results for January 2026. The company delivered 27,182 vehicles during the month, reflecting ...

Market Overview - The Dow Jones Industrial Average increased by 0.43% to 49,454.63, while the Nasdaq Index decreased by 0.17% to 23,215.58, and the S&P 500 rose slightly by 0.07% to 6,922.99 [1] - The Nasdaq 100 saw a decline of 0.40% to 25,238.22 [1] Major Technology Stocks - AMD experienced a significant drop of 11.00% [2] - SanDisk fell by 6.89% [2] - Oracle decreased by 3.72% [2] - Facebook (Meta Platforms) declined by 1.46% [2] - Broadcom saw a decrease of 1.16% [2] - NVIDIA and Amazon also experienced minor declines of 0.67% and 0.33% respectively [2] Chinese Concept Stocks - Major Chinese concept stocks collectively declined, with Kingsoft Cloud dropping over 5% [3] - Ctrip Group, NetEase, and Bilibili each fell by over 4% [3] - Baidu Group and Futu Holdings decreased by over 3% [3] Detailed Performance of Chinese Stocks - Kingsoft Cloud fell by 5.45% to 12.414 [4] - Ctrip Group decreased by 4.84% to 57.550 [4] - NetEase dropped by 4.20% to 122.970 [4] - Baidu Group declined by 3.60% to 139.640 [4] - Futu Holdings decreased by 3.52% to 154.155 [4] - Other notable declines include XPeng Motors (-2.10%), Tencent Music (-1.98%), and JD Group (-1.41%) [4]

20多个品牌、超75款车疯狂促销。2026年刚开年，车圈就跟打了鸡血一样！什么"现金直降"、"零首付开走"、"月供一千三"的广告满天飞，好像不买就亏 了。 这波热闹促销的背后，其实藏着一个让行业都沉默的数据：去年12月，整个汽车行业的销售利润率，只剩下1.8%了。 什么概念？比去年同期直接腰斩， 甚至低于很多保本理财的收益。 数据来源：崔东树 就算看全年，平均利润4.1%，也是连续两年趴在地板上，低于工业平均的5.9%。 车是越造越多，2025年产了3478万台，增长10%，但"增产不增利"，终究是压着车企喘不过气。 那么问题来了：利润都去哪了？车企为了活下去，使出的招数会不会影响我们买车？ 三座大山压垮车企 利润薄得像张纸，有哪些大山正在压垮车企？ 第一座山：原材料大涨。 来看瑞银刚出的这份研报，过去三个月，铝价涨了，单车成本多出约600块；铜价涨了，又多出1200块。但这都是小头，波动最大的是锂，一辆装80度电 池的纯电车，光锂成本就涨了约3800元！ 仅金属部分，一辆电车成本就多出5600元。 你以为这就完了？更狠的还在后面——内存。 蔚来李斌之前预警得一点没错：到2026年，车企最大的成本压力可能不是 ...

点 击 蓝 字 关 注 我 们 本文全文共 660 字，阅读全文约需 2 分钟 | 广汽埃安 | 21,635 | | | --- | --- | --- | | 小鹏汽车 | 20,011 | | | 长城汽车 | 18,019 | | | 一汽红旗 | 8,265 | | | 光束汽车 | 6,202 | | | 上汽通用 | 5,983 | | | 极狐汽车 | 5,077 | | | 汽奔腾 | 5,025 | | | 智己汽车 | 4,647 | | | 东风日产 | 4,211 | | | 长安马自达 | 3,781 | | | 智马达汽车 | 3,768 | | | 江淮汽车 | 3,151 | | | 赛力斯汽车(湖北) | 3,022 | | | 非農室司 | 2,777 | | | 北京汽车 | 2,490 | | | 广汽传祺 | 2,426 | | | 北京汽车制造厂 | 2,315 | | | 广汽丰田 | 2,236 | | | 广汽本田 | 1,482 | | | 一汽丰田 | 1,217 | | | 江铃新能源 | 1,001 | | | 上汽大通 | 592 | | | 其他 ...

以下文章来源于汽车公社 ，作者杜余鑫 汽车公社 . 速度 深度 态度 将投中网设为"星标⭐"，第一时间收获最新推送 "多条腿走路"，才是车企穿越周期的最优解。 作者丨 杜余鑫 来源丨 汽车公社 2026年开年1月的中国车市，用"冰火两重天"形容再贴切不过。 过去三天，不少车企都发布了1月份的销量业绩，可以说绝大多数车企都挂上了负增长的标签，特别是一些头部新能源车企，其1月销量波动更为严峻。 乘联会数据显示，全月乘用车零售预计180万辆，环比下滑20.4%，同比仅微增；新能源零售销量可能达80万辆左右，渗透率降至44.4%，较2025年 底的峰值跌落近10个百分点。 在这场开年"寒流"中，车企阵营分化彻底拉满，拥有庞大燃油车基盘的大多数车企稳如泰山，而绝大多数单押新能源的品牌集体承压，新势力内部更是 有人狂欢有人落寞。 透过这份成绩单，我们似乎可以发现中国市场越来越明显的竞争逻辑，那就是即便新能源是未来发展的大趋势，但"双腿走路才稳"的路径愈加清晰。 燃油车托底者稳 单押新能源者惨，出口是重要支撑 1月的销量数据，像一面放大镜，照出了不同车企战略选择的最终结果。核心分化点清晰明了，即是否拥有燃油车基本盘，直接决 ...

【内容摘要】2月3日，资金面整体平稳；债市以震荡为主，短债偏弱，中长债略强；转债市场主要指数集体跟涨，转债个券多数上涨；各期限美债收益率走 势分化，主要欧洲经济体10年期国债收益率普遍上行。 一、债市要闻 （一）国内要闻 【2026年中央一号文件发布】2月3日，2026年中央一号文件《中共中央 国务院关于锚定农业农村现代化 扎实推进乡村全面振兴的意见》发布。《意见》提 出，深化农村集体产权制度改革，支持发展新型农村集体经济，严控新增村级债务。健全农垦国有资产资源监管体制。创新乡村振兴投融资机制。优先保障 农业农村领域一般公共预算投入，提升财政支农政策效能和资金效益。用足用好专项债、超长期特别国债，支持符合条件的农业农村领域重大项目建设。健 全财政金融协同支农投入机制，充分发挥支农支小再贷款、科技创新和技术改造再贷款等政策激励作用，推动金融机构加大对农业农村领域资金投放。加大 对涉农企业和农户贷款展期、续贷支持力度。 【央行加量续做3个月期买断式逆回购】2月3日，央行发布公开市场买断式逆回购招标公告。公告显示，为保持银行体系流动性充裕，2月4日，央行将以固 定数量、利率招标、多重价位中标方式开展8000亿元买断 ...