本文源自：金融界AI电报 穆迪将斯泰兰蒂斯(STLA.US)评级从Baa2下调至Baa3；前景展望稳定。 ...

// 热点头条 // 1. 特斯拉：马斯克称SpaceX重心转向月球建设"自我生长型城市"，预计10年内实现，仍计划未来5-7年 启动火星建城计划。特斯拉公司副总裁陶琳透露，特斯拉FSD（智能辅助驾驶）在中国内地落地尚无具 体日期，但各项工作（包括本地训练中心的部署）都在稳步推进。 2. Alphabet：通过美元债券发行筹资200亿美元，高于最初计划的150亿美元，并首次在瑞士和英国市场 发债，此次美元债券发行吸引超过1000亿美元认购订单，英镑债包含罕见的100年期品种。 3. 台积电：宣布将扩大在日本熊本厂的投资至170亿美元，用于量产3纳米制程，该计划被日方视为经济 安全与AI技术基石，标志着台日半导体供应链深度绑定，对区域科技产业格局与地缘政治风险评估产 生重大影响，董事长魏哲家已拜会日本首相高市早苗并正式宣布该投资计划。 4. OpenAI：首席执行官萨姆·奥尔特曼表示，公司正保持强劲发展势头，ChatGPT月度增长率已重新超 过10%。OpenAI上周推出新的Codex模型GPT-5.3-Codex，本周还将推出更新的聊天模型。 5. 阿里：新一代模型Qwen3.5曝光。在全球最大AI开源社区H ...

全球第四大车企，2025年下半年预计亏损高达1725亿元。 车东西2月9日消息，日前，Stellantis集团发布了一份关于业务重组和2025年下半年财务业绩预告的公告。 | Investor Relations | Stellantis Resets its Business to Meet Customer | | --- | --- | | investor.relations@stellantis.com | Preferences and to Support Profitable Growth | ▲Stellantis集团发布的公告 根据Stellantis集团提前公布的2025年第四季度财务数据，预计2025年下半年亏损金额达190亿至210亿欧元（约合人民币1561亿元至1725亿 元）。 | Financial Information (Preliminary and Unaudited) | Second Half 2025 | | --- | --- | | | Estimate (€B) | | Net revenues | €78 - €80 | | Net loss | (€19 ...

Core Viewpoint - Stellantis will incur approximately €22.2 billion ($26.32 billion) in charges in the second half of 2025 due to restructuring operations and adjustments in its electric vehicle (EV) strategy [1] Financial Impact - The charges include around €6.5 billion in cash outflows over the next four years, stemming from revised product roadmaps and a scaled-down EV supply chain [1] - Most charges, totaling €14.7 billion, are related to changes in product plans and compliance with US emissions regulations, including €2.9 billion in write-offs for scrapped projects and €6 billion from platform impairments [2] - Preliminary results indicate estimated net revenues of €78 billion to €80 billion, a net loss of €19 billion to €21 billion, and adjusted operating income of minus €1.2 billion to €1.5 billion [6] Strategic Adjustments - The company is shifting towards offering hybrids and internal combustion vehicles alongside battery-electric models, with a $13 billion US investment program over four years and the rollout of 10 new vehicles [3][4] - Stellantis has terminated projects deemed unlikely to reach profitable scale, including the planned Ram 1500 BEV [3] Operational Improvements - The company reported early operating improvements, with second-half 2025 shipments expected to reach 2.8 million vehicles, an 11% increase year-on-year, and a sequential rise in US market share to 7.9% [5] - There have been significant reductions in first-month vehicle faults, with over 50% drops in North America and more than 30% in Enlarged Europe since early 2025 [5] Future Outlook - Looking ahead to 2026, Stellantis anticipates a mid-single-digit percentage increase in net revenues, a low-single-digit adjusted operating margin, and year-on-year progress in Industrial Free Cash Flows [7]

【#全球第四大汽车巨头突然爆雷#！半年巨亏超1550亿元，旗下拥有Jeep、玛莎拉蒂、标致、雪铁龙等 14个品牌】当地时间2月6日，全球第四大汽车制造商Stellantis集团（STLA.US）美股开盘后股价大幅下 挫，盘中一度跌超26%，截至收盘跌23.69%。此前，该公司在法国市场的股价（STLAP.PA）一度暴跌 近30%，当日收跌25.24%。当地时间2月6日，Stellantis宣布计提260亿美元（约合222亿欧元，1804亿元 人民币）巨额转型支出。Stellantis表示，业务重整导致Stellantis在2025年下半年计提约222亿欧元的费 用，其中包括约65亿欧元的现金支付，预计将在未来四年内完成。斯特兰蒂斯公司还提前公布了去年第 四季度的部分数据，初步预计2025年下半年亏损190亿至210亿欧元（约合人民币1550亿元至1720亿 元）。鉴于这一亏损情况，该公司已暂停2026年的股息发放，并计划通过发行混合债券筹集至多50亿欧 元，以维持其资产负债表。Stellantis集团是由法国标致雪铁龙集团（PSA）与意大利-美国菲亚特克莱斯 勒集团（FCA）合并成立的跨国汽车制造商，旗下拥有 ...

Core Viewpoint - Stellantis stock price has experienced a significant decline, reaching its lowest level since September 2020, indicating a bearish trend in the company's market performance [1] Price Movement - The stock has fallen from a record high of $25 in 2024 to a low of $7.25, reflecting a substantial decrease in value [1]

Group 1 - WeChat's HarmonyOS version still utilizes Huawei's system camera capabilities, with recent updates aimed at optimizing the photo-taking interface for a more streamlined user experience [2] - Xiaomi's CEO Lei Jun reviewed the battery pack vibration testing in their automotive lab, highlighting safety and reliability tests that simulate various driving conditions [2] - XINWANDA Power and Weir Electric reached a comprehensive settlement regarding a previous sales contract dispute involving approximately 2.314 billion yuan, with XINWANDA required to pay 608 million yuan in installments by 2030 [2] - Stellantis, the world's fourth-largest automaker, is facing pressure in its electrification strategy, with a 24% drop in stock price and an announcement of $26.2 billion in expenses due to a strategic shift away from plug-in hybrids [2]

近日，据外媒报道，监管文件显示，LG新能源将终止与Stellantis集团的合资企业，并将收购Stellantis持 有的合资企业NextStar Energy49%股权。2022年3月，LG新能源与Stellantis集团双方以合资的形式共同 建立了该合资企业。(中国汽车报) ...

Group 1 - Tesla's future focus is on AI, autonomous driving, and robotics, with plans for a Robotaxi within five years and expansion of solar battery manufacturing in the U.S. [2] - Stellantis acknowledges a strategic miscalculation with a €22 billion write-down, adjusting its operations by exiting battery joint ventures and halting electric pickup production, expecting a net loss of €21 billion by late 2025 [2] - Bithumb, a major South Korean cryptocurrency exchange, experienced a significant error during a reward event, mistakenly distributing 620,000 bitcoins, leading to a temporary price drop of nearly 18% [3] Group 2 - Yongtai Technology announces that CATL will become a shareholder, aiming to enhance collaboration in lithium battery materials [5] - Meitu expects a 60%-66% increase in net profit by 2025, driven by AI advancements in image processing and expansion of paid services [6] - Baidu faces a lawsuit for generating false criminal information via AI, raising discussions on AI content generation liability [6] - Xiaoma Zhixing partners with Moore Threads to apply domestic AI computing power in autonomous driving, enhancing technology development capabilities [6] - Sunwoda's major shareholder signs a restructuring agreement with Anhui Guowei Group, which plans to invest nearly ¥7.2 billion, potentially enhancing resource integration [6] Group 3 - SpaceX merges with xAI to create a company valued at $1.25 trillion, leveraging SpaceX's financial stability to support AI initiatives [8] - Apple plans to launch several new products in March, including the iPhone 17e and iPad 12, with a focus on AI strategy and Siri upgrades [8] - Netflix is pursuing an $83 billion acquisition of Warner Bros. Discovery, facing antitrust scrutiny amid competitive offers from Paramount [8] - Intel and AMD inform Chinese clients about CPU supply shortages, with delivery times extending up to six months and price increases of over 10% for certain products [9] Group 4 - Samsung Electronics aims to mass-produce sixth-generation high-bandwidth memory (HBM4) by mid-February, becoming the first to do so globally [11] - Crypto.com founder purchases the domain "AI.com" for $70 million, marking a record in domain transaction prices [11] - Japan's Sojitz Corporation introduces a new fungicide with a 97% import registration in India, showcasing innovative mechanisms and broad-spectrum efficacy [11] - Fujifilm will cease sales of certain printing machines in Europe due to profitability challenges, while retaining other product lines [11] - Genesis announces a strategic shift to enhance its high-end brand attributes through a new platform and design approach [11]

Stellantis N.V. ( STLA ) had significant announcements on the 6 th of February. The company is changing its strategy to a more customer-focused business, coming at an expensive price tag after previous EV investments haveI am an avid investor with a major focus on small cap companies with experience in investing in US, Canadian, and European markets. My investment philosophy to generating great returns on the stock market revolves around identifying mispriced securities by understanding the drivers behind a ...