11. 黑石集团Q4资金流入714.8亿美元，创三年多来最高水平；总资产规模达1.275万亿美元。 美股时段值得关注的事件： 21:30 美国至1月24日当周初请失业金人数/美国11月贸易帐 23:00 美国11月工厂订单月率/美国11月批发销售月率 6. 微软第二财季营收同比增长17%至813亿美元，云业务增速放缓；资本支出同比增长66%，达到创纪 录的375亿美元。 7. Meta Q4营收598.9亿美元、每股盈利8.88美元，受强劲的广告业务推动；Q1营收及全年资本支出指引 均超预期。 8. 特斯拉Q4营收同比下滑3%至249亿美元，经营利润14.1亿美元及毛利率20.1%超预期；马斯克宣布停 产Model S/ X，生产线转向制造人形机器人Optimus。 9. IBM Q4营收同比增长12%至196.9亿美元，AI业务累计订单额突破125亿美元。 10. 卡特彼勒Q4营收同比增长18%至191.3亿美元，调整后每股收益5.16美元，均超预期。 1. 美国三大股指期货齐涨，纳指期货涨0.21%，标普500指数期货涨0.25%，道指期货涨0.17%。 2. 欧股主要指数涨跌不一，德国DAX指数跌0.9 ...

菲亚特、丰田两大车企巨头参与 1 亿美元机器人领域融资轮次。 ...

Toyota Motor retained its position as the world's top-selling automaker in 2025, reporting record vehicle sales despite ongoing disruption from US tariffs and intensifying global competition. The Japa... ...

Group 1 - Toyota continues to lead as the global sales champion with a cumulative sales volume of 11.32 million units in 2025, marking a year-on-year growth of 4.63% [3] - Toyota's brand sales, including Lexus, reached 10.54 million units, reflecting a growth of 3.72% [3] - North America was a significant growth driver for Toyota, with sales of 2.93 million units, an increase of 7.31% year-on-year [3] Group 2 - Honda's cumulative sales in 2025 were 3.52 million units, ranking second among Japanese automakers, but down approximately 7.5% from 3.81 million units the previous year [3] - Honda experienced a decline in both production and sales in China, with production down 16.4% and sales down 24.2% [3] Group 3 - Suzuki sold 3.30 million vehicles in 2025, achieving a year-on-year growth of 1.4%, marking its entry into the top three Japanese automakers for the first time in over a decade [3] - In India, Suzuki's sales reached 1.84 million units, accounting for about 56% of its total sales, with Japan being its second-largest market at 729,000 units, representing 22.12% [4] Group 4 - Nissan's global sales in 2025 totaled 3.20 million units, a decline of 4.4% year-on-year, resulting in its exit from the top three Japanese automakers [5] - Nissan faced significant sales declines across all major markets, with a 15.2% drop in Japan, and declines of 7.2% and 6.3% in Europe and China, respectively [5]

混动车和纯电动汽车（EV）等电动汽车的销量增长10%，达499万4894辆，占总销量的比重达47%。具 体来看，混动车销量增加7%，增至443万3503辆，纯电动汽车销量增加42%，增至19万9137万辆。在纯 电动汽车方面，在中国上市的新款SUV"bZ3X"和在日本和欧洲进行部分改良的"bZ4X"销售坚挺。 在美国的销量增长8%，达到251万8071辆。在中国的销量也比上年微增，达到178万396辆。集团整体全 球销量增长5%，达到1132万2575辆，创历史新高。超过德国大众集团的898万辆…… 丰田1月29日公布的数据显示，2025年全球销量（包括雷克萨斯）同比增长4%，达到1053万6807辆，创 出历史新高。混合动力车（HV）在美国等地表现坚挺。包括大发工业、日野汽车在内的集团全球销量 也增长5%，达到1132万2575辆，创历史新高。超过德国大众集团的898万辆，连续6年世界第一。 丰田的海外销量增长4%，达903万5544辆。因"凯美瑞"和"塞纳"等车型畅销，在美国的销量增长8%，达 到251万8071辆。在美国的混动车销量约为111万辆，增长20%。 在中国的销量也比上年微增，达到178万39 ...

Core Insights - Toyota Motor has maintained its status as the world's top-selling automaker in 2025, achieving record sales of 10.5 million units, a 3.7% increase from the previous year, surpassing Volkswagen Group's 9 million units and Hyundai Motor Group's 7.27 million units [1] - The growth in sales was significantly driven by strong demand for hybrid vehicles in the U.S., particularly models like the Prius and RAV4 [1] Group 1 - Toyota's U.S. sales increased by 7.3% to 2.93 million units, despite the imposition of aggressive tariffs by the U.S. government [2] - The company successfully absorbed tariff-related costs instead of passing them onto consumers, focusing on local production and cost controls [2] - Toyota estimated that U.S. tariffs would cost it 1.45 trillion yen ($9.7 billion) in the fiscal year ending March 2026, yet raised its full-year operating profit forecast due to effective cost reductions and strong demand outside the U.S. [3]

Core Insights - The Japanese company has secured its position as the world's top-selling carmaker for the year 2025 [1] Company Summary - The company is recognized as the leading car manufacturer globally, indicating strong sales performance and market dominance [1] Industry Summary - The automotive industry is witnessing significant competition, with the Japanese company outperforming its rivals to achieve the top sales position [1]

丰田的海外销量增长4%，达903万5544辆。因"凯美瑞"和"塞纳"等车型畅销，在美国的销 量增长8%，达到251万8071辆。在美国的混动车销量约为111万辆，增长20%。 在中国的销量也比上年微增，达到178万396辆。与中国政府补贴联动的促销政策作出贡献， 但随着政策力度减弱及消费者对新补贴的期待，增速正在放缓。在日本的销量增长4%，达到 150万1263辆。在欧洲增长1%，达到118万2551辆。 由于"凯美瑞"等销售强劲，丰田在美国的销量增长8%，达到251万8071辆 在美国的销量增长8%，达到251万8071辆。在中国的销量也比上年微增，达到178万396 辆。集团整体全球销量增长5%，达到1132万2575辆，创历史新高。超过德国大众集团的 898万辆…… 丰田1月29日公布的数据显示，2025年全球销量（包括雷克萨斯）同比增长4%，达到1053 万6807辆，创出历史新高。混合动力车（HV）在美国等地表现坚挺。包括大发工业、日野汽 车在内的集团全球销量也增长5%，达到1132万2575辆，创历史新高。超过德国大众集团的 898万辆，连续6年世界第一。 从日本向海外出口的数量增长7%，达到20 ...

丰田汽车公司周四表示，其2025年全球销量增长4.6%，达到创纪录的 1130 万辆，连续第六年蝉联全球 最畅销汽车制造商的宝座。 2025 年，丰田和雷克萨斯品牌的汽车销量增长了 3.7%，达到 1050 万辆，这也是一个新的纪录，得益 于美国对混合动力汽车的强劲需求。 对美国的出口量增长了 14.2%，达到约 61.5万辆，其中 RAV4 越野车是最受欢迎的车型之一。 在中国，丰田的销量小幅上升了 0.2%，这是四年来首次没有出现下滑，尽管在世界最大的汽车市场中 竞争十分激烈。 2025年，油电混动车型占丰田全球销量的 42%，而纯电动汽车占 1.9%。 责任编辑：于健 SF069 丰田汽车公司周四表示，其2025年全球销量增长4.6%，达到创纪录的 1130 万辆，连续第六年蝉联全球 最畅销汽车制造商的宝座。 该公司的销量数据包括丰田和雷克萨斯品牌汽车，以及子公司大发和日野汽车的车辆。 大众汽车的全球销量排名第二，该公司本月较早时公布去年销量下降0.5%，降至约 900 万辆，该公司 正致力于在国内削减成本，并应对中国市场的激烈竞争。 丰田的增长主要得益于其在美国和日本的销售业绩，这两个市场的销量合计占 ...

Core Insights - Toyota's plan to take Toyota Industries (TICO) private has sparked a significant conflict between activist investors and the company, highlighting the demand for a higher acquisition price [1] Group 1: Company Strategy - The initial perception of Toyota's bid for TICO was that it was unremarkable, but it has since escalated into a contentious situation [1] - Activist investors are pushing for a better deal, indicating a strong interest in maximizing shareholder value [1] Group 2: Market Reaction - The battle over the acquisition reflects broader trends in corporate governance and investor activism within Japan [1] - The situation may influence future corporate strategies and investor relations in the Japanese market [1]