January 27, 2026 08:43 AM GMT NIO Inc. | Asia Pacific Key takeaways from meeting with NIO's Founder Key Takeaways NIO's founder reiterated that deliveries can achieve a 40-50% CAGR over the next two years, implying 456-489k units in 2026, underpinned by new models, including ES9, ES7, and Onvo L80. Management said the ES9 would be key to higher margins, potentially exceeding Rmb100k profit per unit, given its high ASP above Rmb500k, which would enable it to compete against models like BMW X5, Mercedes GLE, ...

新版本还新增了"城区领航换电"功能，可支持全国超过2000座二代及以上换电站，实现在城区场景下从 领航驾驶到自动换电的衔接。蔚来表示，其高算力硬件(如Banyan平台算力达1016TOPS)为此次模型升 级提供了支撑。 根据规划，蔚来将在2026年继续加大云端训练算力投入，以加快智能辅助驾驶功能的迭代速度。 该新版本重点提升了全域领航辅助的基础行车能力，为用户提供选道准、博弈强、控车稳的行车体验， 安心与效率兼顾。同时，其优化了跟随导航路线的车道选择能力、避让车流及动态选道能力，并新增效 率换道。连续路口的合理选道能力、路口通过能力、道路行驶的通行效率，都得到了大幅提升。 此外，该版本能够积极根据车流博弈找空变道，变道更果断、更顺畅。同时，优异的窄路表现也得到了 延续，在人车混行中既能留足安心感，也能找到空隙高效通行。 凤凰网科技讯1月28日，蔚来汽车正式推送"蔚来世界模型NWM"全新版本。首批更新覆盖超过46万辆搭 载"Banyan榕"系统的车型，而"Cedar雪松"及"Cedar S雪松"车型也将在近期获得推送。 此次升级的核心是采用了"世界模型+闭环强化学习"的研发范式。据称，该系统可将城区与高速领航辅 ...

每经AI快讯，1月28日，蔚来宣布"蔚来世界模型NWM"新版本正式开启推送，首批将为超过46万 辆"Banyan榕"车型推送，"Cedar雪松"车型及"CedarS雪松"车型也将于近期开启推送。 ...

Military and Geopolitical Developments - The US Central Command announced that the Ninth Air Force will conduct air force readiness exercises in the Middle East, aimed at enhancing rapid deployment capabilities [2] - The USS Abraham Lincoln Carrier Strike Group has entered the Middle East, and the US has informed Israel about military preparations against Iran, expected to be completed within two weeks [2] - Iran's Revolutionary Guard Navy officials stated they have achieved real-time monitoring of the Strait of Hormuz and are prepared for any potential conflict, asserting they do not seek war but are ready for a response [2] Financial Markets Overview - US stock markets showed mixed results, with the Dow Jones down 0.83%, while the Nasdaq rose by 0.91% and the S&P 500 increased by 0.41% [3] - Major tech stocks mostly rose, with Amazon up 2.63%, Microsoft up 2.19%, and Apple up 1.12%, while Tesla fell nearly 1% [3] - The Nasdaq Golden Dragon China Index increased by 0.48%, with mixed performances among popular Chinese stocks [3] Commodity Prices - International oil prices rose, with WTI crude oil futures closing at $62.57 per barrel, up 3.20%, and Brent crude oil futures at $66.70 per barrel, up 2.98% [3] - Spot gold increased by 3.45%, reaching $5,181.04 per ounce, with a peak at $5,190.06, marking a historical high [3] - Spot silver rose by 7.97%, priced at $112.14 per ounce [3] Currency and Exchange Rates - The US Dollar Index fell to 95.775, hitting a low of 95.510, the lowest since early 2022 [4] - The offshore RMB was quoted at 6.9321, while the onshore RMB was at 6.9545 [5] Corporate Announcements - Anta Sports announced plans to acquire a 29.06% stake in Puma for €15.06 billion (approximately 123 billion RMB), aiming to become its largest shareholder [15] - Micron Technology plans to invest $24 billion in Singapore over the next decade to expand NAND flash memory production, creating approximately 1,600 jobs [16] - DeepSeek launched a new AI model, DeepSeek-OCR 2, which can interpret images in a human-like logical sequence, enhancing its visual understanding capabilities [13]

Market Performance - On January 27, the US stock indices closed mixed, with strong performance in technology stocks driving the Nasdaq and S&P 500 up. The Dow Jones fell by 0.83% to 49,003.41 points, while the S&P 500 rose by 0.41% to 6,978.6 points, and the Nasdaq increased by 0.91% to 23,817.1 points [1][2]. Technology Sector - Six out of the seven major US technology companies saw stock price increases, with Nvidia and Apple rising over 1%, and Microsoft and Amazon increasing by more than 2%. However, Tesla's stock fell by 0.99%. Tesla's market share in the EU, UK, and EFTA dropped to 3% in December, while BYD's market share was 2.4%. Tesla's pure electric vehicle market share stands at 11.4% [2][3]. Semiconductor Stocks - Most semiconductor stocks experienced gains, with Intel rising by 3.39%, ASML by 2.92%, Broadcom by 2.43%, TSMC by 1.67%, and AMD by 0.26%. ARM saw a slight increase of 0.18%, while Qualcomm's stock fell by 0.96% [3]. Chinese Stocks - The Nasdaq Golden Dragon China Index rose by 0.48%, with many popular Chinese stocks performing well. Notable increases included Huya up nearly 20%, Kingsoft Cloud up 8.77%, Bilibili up 3.43%, Baidu up 1%, Alibaba up 0.79%, NIO up 0.65%, New Oriental up 0.56%, Tencent Music up 0.18%, and Pinduoduo up 0.05% [3]. Commodity Market - International oil prices surged, with US oil closing nearly 3% higher on January 27 and continuing to rise slightly on January 28. Brent crude oil also saw an increase of over 3% on January 27 [3]. Precious Metals - On January 28, spot gold prices slightly declined, while silver experienced a significant drop of 1%. In less than a month, both London spot silver and COMEX silver futures have seen year-to-date increases exceeding 50%. According to Guoyuan Futures, industrial demand for silver is expected to stabilize and decline by 2026, but physical investment demand is anticipated to expand, suggesting that precious metal prices may continue to strengthen [4]. Cryptocurrency Market - Cryptocurrencies saw a broad increase, with Bitcoin rising above $89,000, marking a 1.26% increase. Ethereum also rose by 3.18% to $3,018. Other cryptocurrencies like Solana, XRP, and Dogecoin experienced gains as well [5]. Geopolitical Developments - Reports indicate that the CIA is secretly pushing for a "long-term presence" in Venezuela, with plans to influence the country's future under the Trump administration. This may involve creating conditions for US diplomatic actions [6]. Additionally, the US has communicated to Israel its military preparedness regarding Iran, with potential actions expected in the coming months [7]. Consumer Confidence - A preliminary survey by the World Large Enterprises Research Association indicated that the US consumer confidence index dropped significantly from a revised 94.2 in December to 84.5 in January, marking the lowest level since May 2014 [7].

Domestic News - The Ministry of Commerce aims to cultivate new growth points in service consumption, focusing on transportation services, housekeeping services, automotive aftermarket services, and more to meet the evolving demands of consumers [4] - In 2025, the number of vehicle transfer registrations is expected to reach 41.11 million, with 38.41 million being automotive transfers, marking a continuous six-year trend of second-hand vehicle transactions surpassing new car registrations [5] - Guangdong province plans to strengthen emerging industries such as new energy, smart connected vehicles, intelligent robotics, and aerospace, aiming to build a more robust modern industrial system [6] - Nanjing is promoting a recycling program for key categories like home appliances and automobiles to support green product consumption [7] - Li Xiang, CEO of Li Auto, predicts that Level 4 autonomous driving will be realized by 2028 at the latest, emphasizing the urgency for companies to adopt AI technologies [9] - NIO has opened its first national dealership in Hungary, marking a significant step in its expansion into the Central European market [10] - XPeng has launched 1,000 mobile charging stations for its X9 model, strategically placed along major highways to assist drivers during peak travel seasons [11] - Lantu has surpassed 100 smart charging stations within a year, providing access to over 1.5 million charging resources nationwide [12] International News - In 2025, European electric vehicle sales are projected to exceed 2.885 million units, a 32.6% increase year-on-year, with a penetration rate of 29.0%, reflecting a significant shift in the automotive market [13] - Toyota has launched its first electric SUV specifically for the Indian market, named Urban Cruiser Ebella, as part of its long-term electrification strategy [14] - Jaguar plans to release its first mass-produced electric vehicle, the Type 00, in the first quarter of 2026, marking a pivotal moment in its transition away from fuel-powered vehicles [15] - Hyundai has no current plans to establish a new manufacturing plant in Canada but is exploring potential collaborations in the hydrogen sector [16] Commercial Vehicles - A new innovation center for power control systems in new energy commercial vehicles has been approved in Jiangsu province, aiming to enhance technological capabilities and international competitiveness [17] - The Zero Mi light truck will be launched in Shandong province, targeting individual entrepreneurs and small logistics companies for urban distribution [18] - The Ministry of Transport has implemented new regulations for online freight platforms, encouraging the use of advanced technologies to optimize transportation efficiency [19] - Hunan province is promoting the application of electric and hydrogen-powered heavy-duty trucks to support low-carbon transportation initiatives [20]

投资人开抢这条智驾赛道。 作者/周佳丽 报道/投资界PEdaily 2 0 2 2年末一天，上海虹桥一家酒店内，蔚来汽车创始人李斌做了一个关键的投资决策。 与李斌相对而坐的，正是赛恩领动创始人、8 0后海归博士李旭阳，刚刚投身4D成像雷达创业一年。这场对话持续至深夜，气氛并不 紧张，更像是两位技术信仰者之间的对话。会谈尾声，李斌当场拍板"要投"。 一个中国智能驾驶的进阶叙事拉开序幕。 一场拯救雷达的「时代革命」 技术理想的种子早已埋下。 李旭阳，浙江人，高中就读于有着"江南名校"之称的东阳中学，中国物理学奠基人严济慈、中国科学院院士潘建伟、知名企业家郭广 昌等杰出人物都来自这里。考入同济大学后，李旭阳进入电子信息工程学院，在大二开始学习德语。 几乎在同一时期，小米产投也循迹而来，对这家初露锋芒的初创公司表现出强烈兴趣。两家产业资本都抛来橄榄枝，如此便促成了赛 恩领动数亿元的A轮融资——蔚来资本与小米产投，双双占据领投位置。 当智能驾驶浪潮席卷而至，创投圈开始打听这位年轻创始人。李旭阳本科毕业于同济大学，之后赴德国历史最悠久的理工学府之一— 卡尔斯鲁厄理工学院（KIT）深造，专攻电磁场与电磁波。博士毕业后，他加 ...

Core Viewpoint - All three major U.S.-listed Chinese EV makers, NIO, Li Auto, and XPeng, are currently trading below their consensus price targets, indicating potential investment opportunities at present levels [1]. Upside Analysis - NIO's current market price is $4.61 with a consensus target of $7.62, representing an upside of +65.29% [2]. - Li Auto's current market price is $16.94 with a consensus target of $25.24, indicating an upside of +49.00% [2]. - XPeng's current market price is $18.79 with a consensus target of $21.78, showing a more modest upside of +15.91% [2]. NIO's Position - NIO leads in upside potential due to its low valuation, trading near $4.60, just above a low target of $4 set by Barclays [3]. - The market has factored in significant pessimism regarding NIO's high cash burn and the capital-intensive nature of its battery-swapping network [3]. - Analysts are optimistic about NIO's infrastructure maturity in 2026, betting on its transition to a mass-market player through lower-priced sub-brands [4]. Li Auto and XPeng - Li Auto, with a +49.4% upside, is considered a safer investment due to its consistent profitability, although its upside is lower than NIO's [5]. - XPeng is viewed as fairly valued with only a 16% upside to its consensus target, reflecting investor confidence in its AI and autonomous driving capabilities [6]. - For high-risk, high-reward investors, NIO presents a mathematical edge, while Li Auto offers a balanced option with strong fundamentals and nearly 50% potential upside [6].

Market Overview - The Hang Seng Index (HSI) is currently at 26,765.52, with a slight increase of 16.01 points or 0.06%, and a trading volume of 261.7 billion [1] - The Hang Seng Technology Index (HSTECH) has decreased by 72.02 points or 1.24%, with a trading volume of 57.2 billion [1] - The Hang Seng Biotech Index (HSBIO) is at 15,631.84, down by 305.23 points or 1.92%, with a trading volume of 10 billion [1] - The Hang Seng China Enterprises Index (HSCEI) is at 9,147.21, down by 13.60 points or 0.15%, with a trading volume of 85.4 billion [1] - The Hang Seng Composite Index (HSCI) is at 4,121.71, down by 0.87 points or 0.02%, with a trading volume of 178.4 billion [1] Technology Sector Performance - Most tech stocks have experienced a pullback, with Xiaopeng Motors falling over 4% and companies like SMIC, Kuaishou, Baidu, Leap Motor, and NIO dropping over 3% [1] - Other notable declines include Xiaomi Group, Bilibili, and Alibaba, all of which have also seen decreases [1] Precious Metals Sector Performance - China Silver Group has seen a significant increase of 19.12%, currently priced at 0.810, with a rise of 0.130 [3] - China Gold International has increased by 8.08%, now at 235.400, with a rise of 17.600 [3] - Laopu Gold has risen by 7.80%, currently at 849.500, with an increase of 61.500 [3] - Other companies in the precious metals sector, such as Chifeng Gold and Shandong Gold, have also reported positive changes, with increases ranging from 4.51% to 7.44% [3]

1月26日消息，据蔚来官微，当地时间1月22日，蔚来在匈牙利迎来重要里程碑——位于布达佩斯的NIO AutoWallis Showroom正式开业。这是蔚来在匈牙利落地的首家国家总代理门店，标志蔚来在匈牙利市 场迈出重要一步。 蔚来表示，随着新展厅的落成，AutoWallis将在匈牙利正式开展蔚来和firefly萤火虫品牌车型的销售与 服务业务，进一步夯实蔚来在中欧市场的布局，把高端智能电动出行带给更多匈牙利用户。 1月26日消息，据蔚来官微，当地时间1月22日，蔚来在匈牙利迎来重要里程碑——位于布达佩斯的NIO AutoWallis Showroom正式开业。这是蔚来在匈牙利落地的首家国家总代理门店，标志蔚来在匈牙利市 场迈出重要一步。 责任编辑：李思阳 蔚来表示，随着新展厅的落成，AutoWallis将在匈牙利正式开展蔚来和firefly萤火虫品牌车型的销售与 服务业务，进一步夯实蔚来在中欧市场的布局，把高端智能电动出行带给更多匈牙利用户。 责任编辑：李思阳 ...