乘联分会：2026年轻型商用车全年销量有望达到291.1万辆左右 2月9日，乘联分会发文称，2025年轻型商用车完成290.1万辆，同比增长6.5%，2026年全年销量小幅微 增0.3%，全年销量有望达到291.1万辆左右。 蔚来今年计划新建1000座换电站 2月9日，蔚来创始人、董事长、CEO李斌发文表示，2026年计划新建1000座换电站，加电风景线增至 100条，继去年G318川藏换电路线、滇藏换电路线贯通之后，今年将打通丝绸之路换电路线。此外，今 年第五代换电站即将开启大规模建设。 小米汽车对开门新专利获授权，可实现无序开门 奇瑞汽车同日成立两家新汽车公司，注册资本均为5000万 天眼查工商信息显示，2月3日，安徽悦派汽车有限公司、安徽爱咖汽车有限公司成立，法定代表人分别 为张升山、陈春青，注册资本均为5000万人民币，经营范围均为汽车销售、新能源汽车整车销售、汽车 零配件零售、销售代理、货物进出口、信息咨询服务。股东信息显示，上述两公司均由奇瑞汽车股份有 限公司全资持股。 奇瑞控股集团旗下瑞途投资管理公司增资至16.2亿，增幅约98% 天眼查工商信息显示，2月3日，安徽瑞途投资管理有限公司发生工商变 ...

大型科技股多数上涨，甲骨文大涨超9%。 投资者还关注劳工统计局推迟至本周三（2月11日）将发布的1月份就业报告。该报告原定于上周五（2 月6日）发布，但因部分政府关门而推迟。 谷歌拟发行200亿美元债券加码AI支出 当地时间2月9日（周一），美股三大指数集体收涨，道指涨0.04%，再创历史新高，纳指涨0.9%，标普 500指数涨0.47%。大型科技股多数上涨，甲骨文涨超9%，AMD、微软、博通涨超3%，英伟达、Meta 涨超2%，特斯拉、台积电涨超1%。 美股财报继续密集出炉，可口可乐和福特汽车均定于周二公布财报。分析师称，如果本周的企业财报表 现良好，市场近期从科技股轮动的趋势可能会再次上演。 大型科技股多数上涨，甲骨文涨超9%，AMD、微软、博通涨超3%，英伟达、Meta涨超2%，特斯拉、 台积电涨超1%。美光科技跌近3%，苹果跌超1%，奈飞、亚马逊、安森美半导体小幅下跌。 谷歌微涨0.4%。据媒体报道，谷歌母公司Alphabet计划通过其美元债券发行筹集200亿美元，规模高于 最初预计的150亿美元。知情人士称，Alphabet周一进行的美元债券发行已吸引超过1000亿美元的订 单。 债券最多分为七个期 ...

大型科技股多数上涨， 甲骨文大涨超9%。 当地时间2月9日（周一），美股三大指数集体收涨，道指涨0.04%，再创历史新高，纳指涨 0.9%，标普500指数涨0.47%。大型科技股多数上涨，甲骨文涨超9%，AMD、微软、博通涨超 3%，英伟达、Meta涨超2%，特斯拉、台积电涨超1%。 美股财报继续密集出炉，可口可乐和福特汽车均定于周二公布财报。分析师称，如果本周的企业 财报表现良好，市场近期从科技股轮动的趋势可能会再次上演。 投资者还关注劳工统计局推迟至本周三（2月11日）将发布的1月份就业报告。该报告原定于上周 五（2月6日）发布，但因部分政府关门而推迟。 谷歌拟发行200亿美元债券加码AI支出 大型科技股多数上涨，甲骨文涨超9%，AMD、微软、博通涨超3%，英伟达、Meta涨超2%，特 斯拉、台积电涨超1%。美光科技跌近3%，苹果跌超1%，奈飞、亚马逊、安森美半导体小幅下 跌。 谷歌微涨0.4%。据媒体报道，谷歌母公司Alphabet计划通过其美元债券发行筹集200亿美元，规模 高于最初预计的150亿美元。知情人士称，Alphabet周一进行的美元债券发行已吸引超过1000亿美 元的订单。 财报方面，安森 ...

Core Viewpoint - The recent temporary trade agreement between the US and India has not provided the expected tariff reductions for Tesla, significantly hindering the company's plans to enter the Indian market, which is the world's third-largest passenger car market [2][4]. Group 1: Trade Agreement Details - The US and India have reached a temporary trade agreement that reduces tariffs on Indian goods from 50% to 18%, in exchange for India halting purchases of Russian oil [2]. - As part of the agreement, India has agreed to significantly lower tariffs on certain high-end American products, including reducing tariffs on high-end American cars (mainly large internal combustion engine models) from a maximum of 110% to 30% and eliminating tariffs on Harley-Davidson motorcycles [2][5]. Group 2: Impact on Tesla - Electric vehicles have been explicitly excluded from the tariff reductions, leaving Tesla without the anticipated benefits [4]. - Currently, India imposes high tariffs on imported electric vehicles, typically ranging from 70% to 100%, which severely limits Tesla's market penetration and pricing competitiveness [4]. - Tesla's performance in India has been disappointing, with only 227 vehicles registered in 2025, failing to sell even one-third of imported vehicles, leading to cancellations of early orders due to high prices [4]. Group 3: Competitive Landscape - The trade agreement favors traditional fuel high-end vehicles, particularly those with engine displacements over 3000cc, which will see tariffs gradually reduced to 30% over the next decade [5]. - In contrast, Tesla faces increasing pressure globally, with its sales declining for the second consecutive year in 2025, and BYD has overtaken it as the global leader in electric vehicle sales [7]. - The lack of tariff support in India suggests that Tesla will struggle to achieve scale through imports and may need to consider local production or alternative strategies to overcome barriers [7].

Group 1 - A company associated with self-heating pots, Hangzhou Jinlingyang, is facing bankruptcy with a total execution amount exceeding 1.4 billion yuan [2] - The company has multiple legal issues, including 6 execution records and 9 instances of being listed as a dishonest executor [2] - The legal representative, Cai Hongliang, has been restricted from high consumption due to these issues [2] Group 2 - Xiaohongshu is developing an AI video editing product named OpenStoryline, currently in testing and may be open-sourced in the future [2] Group 3 - A certain e-commerce platform has launched a limited edition gold phone case priced at 139,999 yuan, which includes a free iPhone 17 Pro Max with the purchase [3][4] - The gold phone case is available in various weights, starting from 10g to 100g, with the highest priced version at 139,999 yuan [3][4] Group 4 - Memory prices are expected to surge by 80%-90% by the first quarter of 2026, driven by a significant increase in DRAM prices for general servers [6] - The price of 64GB RDIMM contracts has risen from 450 USD in the fourth quarter to over 900 USD in the first quarter, with expectations to exceed 1000 USD in the second quarter [6] Group 5 - Apple is preparing to celebrate its 50th anniversary, with CEO Tim Cook confirming that a commemorative event will take place, although details are not yet disclosed [7] - Cook emphasized the importance of reflecting on the company's history while looking forward to future innovations [7] Group 6 - Tesla's FSD (Full Self-Driving) technology does not have a specific launch date in China, but local training centers have been established to support its deployment [8] - The company aims to ensure that the technology will perform at a level comparable to or better than local drivers [8] Group 7 - Alphabet's dollar bond issuance has attracted over 100 billion USD in demand, indicating strong investor interest in AI-related bonds [9] - The expected issuance size is around 15 billion USD, showcasing a rare level of enthusiasm in corporate bond markets [9] Group 8 - Seres plans to divest significant assets, resulting in a loss of control over Blue Electric Vehicles, with the local government and other investors taking a substantial stake in the new entity [10] - The agreement indicates that Seres will only hold a minority interest in Blue Electric Vehicles post-divestment [10] Group 9 - Playboy has signed an agreement to sell 50% of its China business to UTG Group for a total of 122 million USD, which includes cash payments and guaranteed dividends [12] - This deal allows UTG to manage Playboy's operations in mainland China, Hong Kong, and Macau [12]

近期，在国家文物局工作组指导下，江苏省委省政府调查组对南京博物院相关受赠文物管理问题进行了全面深入调查。 整理 ｜赵华丽 何雨婷 点击上方【36氪随声听】，一键收听大公司热门新闻。听完音频记得添加进入 【我的小程序】 中哟！ 官方通报南京博物院事件，南京博物院发布致歉信 近期，在国家文物局工作组指导下，江苏省委省政府调查组对南京博物院相关受赠文物管理问题进行了全面深入调查。调查组共赴12省（直辖 市）调查取证，走访干部职工群众1100余人次，查阅档案材料65000余份，调取各类书证1500余件，组织比对书画文物藏品30255件，全面追溯南 博收藏的庞增和所捐赠《江南春》图卷等5幅画作去向，彻查画作调拨、流转过程中的涉嫌失职渎职等违纪违法问题。 2月9日，江苏省委省政府调查组通报了调查处理情况，公布了《江南春》图卷等5幅画作流转情况、《江南春》图卷等画作违规调拨、流转过程 中的涉嫌违纪违法问题。当晚，南京博物院发文致歉。（央视网） 北京西贝小牛餐饮更名为贝牛餐饮，贾国龙不再任职 李亚鹏宣布暂停直播：要去忙嫣然医院的工作 特斯拉陶琳：FSD在华落地尚无具体日期，已设立本地训练中心 以色列反垄断机构将对以色列航空处 ...

Market Performance - US stock market closed higher with technology stocks leading the gains, as the Dow Jones Industrial Average reached a new all-time high [1][16] - The Dow Jones increased by 20.20 points, or 0.04%, closing at 50,135.87 points; the Nasdaq rose by 207.46 points, or 0.90%, to 23,238.67 points; and the S&P 500 gained 32.51 points, or 0.47%, ending at 6,964.82 points [3][18] Technology Sector - Major technology stocks saw significant increases, with Microsoft rising over 3%, Nvidia and Facebook up more than 2%, and Tesla increasing by over 1% [7][22] - Alphabet Inc. plans to issue $20 billion in bonds, exceeding previous expectations of $15 billion, and will also issue bonds in Switzerland and the UK for the first time [9][23] - The bond issuance attracted over $100 billion in subscriptions, marking one of the strongest demand cases in corporate bond issuance history [9][24] - Microsoft, Amazon, Meta, Oracle, and Alphabet are planning to invest over $600 billion in capital expenditures by 2026 [9][24] Commodities - Oil prices increased, with Brent crude oil futures rising by $0.99, or 1.45%, to $69.04 per barrel, and West Texas Intermediate (WTI) crude oil futures up by $0.81, or 1.27%, to $64.36 per barrel [11][26] - Gold prices rebounded above $5,000, with spot gold rising by 2.01% to $5,064.10 per ounce, and COMEX gold futures increasing by 2.04% to $5,081.50 per ounce [11][26] - Gold mining stocks performed strongly, with significant gains for companies such as Coeur Mining, Pan American Silver, and Kinross Gold [11][27] Space Industry - SpaceX, led by Elon Musk, is shifting its focus to building a "self-sustaining city" on the Moon, aiming for completion within a decade, while still planning to establish a city on Mars in the future [29][30] - SpaceX's acquisition of AI company xAI is expected to support its plans for establishing data centers in space, with a potential IPO in June 2024 aiming to raise up to $50 billion [30]

（责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 中信建投指出，当前时点，汽车1月产销数据陆续发布，乘用车同环比有所承压，重卡及客车好于 预期，商用车（尤其出口）景气及业绩预期相对占优。智驾及机器人板块围绕特斯拉进展等事件是交易 核心，3月前后催化有望密集落地，包括:FSD全面入华、Optimus V3定型发布、春晚机器人表演、 Cybercab量产等，当前建议积极布局。 ...

Tesla Vice President Raj Jegannathan, a 13-year veteran of the automaker, announced his departure from the company on Monday in a LinkedIn post. Jegannathan's most recent title was vice president of IT, AI-infrastructure, Business Apps and InfoSec. In his short LinkedIn post, Jegannathan wrote, "The journey at Tesla has been one of continuous evolution."Last year, Jegannathan was tasked with leading the electric vehicle maker's sales team after previous North America sales leader, Troy Jones, was dismissed. ...

Group 1: Space Exploration and Technology - Elon Musk announced that SpaceX is shifting its focus to building a self-expanding city on the Moon, with a completion timeline of less than 10 years, while still pursuing the Mars vision which is projected to take over 20 years [1] - Cathie Wood's Ark Invest has made a notable investment by purchasing Tesla stock for the first time in its space ETF, potentially betting on a merger between Tesla and SpaceX, as Tesla advances its humanoid robot project for extraterrestrial construction [2] - CITIC Securities predicts that the demand for space photovoltaic equipment will experience exponential growth, with Chinese photovoltaic manufacturers expected to enter the supply chains of Tesla and SpaceX, leading to significant new growth opportunities [3] Group 2: Semiconductor and Memory Market - Counterpoint's report indicates that memory prices are expected to surge by 80%-90% in the first quarter of 2026 compared to the fourth quarter of 2025, marking an unprecedented increase in the market [4] - TrendForce reports that the value of the memory industry, driven by AI, is projected to reach $551.6 billion, significantly surpassing the $218.7 billion expected for the foundry sector, indicating a major shift in market dynamics [5] Group 3: Innovation in Brain-Computer Interfaces - A research team from Northwestern Polytechnical University has achieved a milestone by successfully verifying a wireless implanted brain-computer interface in space, marking the first international achievement in this field [6] Group 4: Private Equity Growth - The number of private equity firms managing over 10 billion yuan has reached a historic high of 122, surpassing the previous record of 116 set in March 2022, with an increase of 10 firms in the current year [10]