Key Takeaways Mustang Mach-E sales slid 19.5% due to a global recall over faulty electronic door latches. Ford's overall EV slump was due to Mach-E issues and factory shutdowns for 2025 model prep. Ford plans a new EV lineup launching in 2027 with starting prices below $30,000.Ford (F) currently has three models in its electric vehicle lineup —Mustang Mach-E SUV, F-150 Lightning pickup truck and E-Transit van. The company reported that in the second quarter, its EV sales plunged 31.4%. EV deliveries dropp ...

受美国非农就业数据超预期及参议院版本"大而美"法案在众议院获得通过等利好刺激，纽约股市三大股 指3日高开，早盘涨幅扩大，随后窄幅盘整，收盘时三大股指全线收涨。 截至当天收盘，道琼斯工业平均指数比前一交易日上涨344.11点，收于44,828.53点，涨幅为0.77%；标 准普尔500种股票指数上涨51.93点，收于6,279.35点，涨幅为0.83%；纳斯达克综合指数上涨207.97点， 收于20,601.10点，涨幅为1.02%。 板块方面，标普500指数十一大板块十涨一跌。技术板块和财务板块分别以1.29%和1.08%涨幅领涨，材 料板块下跌0.02%。 美国劳工部3日盘前公布的数据显示，6月份美国非农就业岗位增加14.7万个，高于道琼斯指数经济学家 预测的11万个。失业率也降至4.1%，而经济学家此前预计失业率将升至4.3%。虽然私营部门就业增长 放缓，新增7.4万个岗位，低于预期的10万个，制造业就业减少7000个，但整体就业形势依然稳健。然 而，平均小时工资增幅放缓至0.2%，同比增长3.7%，而平均工作时长为34.2小时，与之前相当。 强劲的就业报告促使美国国债收益率飙升，并减少了市场对美联储近期 ...

Key Takeaways Ford delivered 612,095 vehicles in Q2, up 14.2% Y/Y, outpacing the U.S. auto industry's 1.4% growth. Pickup sales rose 15.1% Y/Y to 288,564 units, driving Ford's market share to an estimated 14.3%. Electrified vehicle sales climbed 6.6% in Q2, with hybrids leading and outpacing GM and Stellantis.Ford Motor Company (F) significantly outpaced the broader U.S. auto industry in the second quarter. It delivered 612,095 vehicles in the quarter, which rose 14.2% year over year and exceeded the esti ...

Core Point - Ford Motor Company is recalling over 200,000 vehicles due to a software malfunction affecting rearview cameras, which increases the risk of crashes and potential injuries [1][6]. Group 1: Recall Details - The recall involves 200,061 vehicles, including models from 2018 to 2024 such as Transit Connect, MKZ, Edge, Continental, F-150, Nautilus, Fusion, Ranger, Mustang, EcoSport, Expedition, Navigator, Escape, F-250 SD, Corsair, Aviator, Transit, Explorer, Bronco Sport, and Maverick [2]. - A software error may cause rearview cameras to display a blank or frozen image when the vehicle is in reverse, which can distract drivers and reduce visibility [3][6]. Group 2: Customer Support and Actions - Affected vehicle owners can visit dealerships for free software updates to resolve the issue [9]. - Notification letters to owners are expected to be sent out by July 28, and customers can contact Ford customer service for inquiries [12].

Core Viewpoint - Ford and General Motors have outperformed Tesla in Q2 vehicle sales, with Tesla experiencing a 13% decline due to weaker demand and political issues surrounding Elon Musk [1] Q2 & H1 Auto Sales - Ford's Q2 vehicle sales increased by 14% year over year to 612,095 units, leading to a total of 1.113 million units sold in H1, a 6% increase from H1 2024 [3] - GM's Q2 vehicle sales rose by 7% to 746,588 units, with H1 sales totaling 1.4 million units, an 11% increase [4] EV Expansion - GM's EV sales surged by 111% to 46,280 units in Q2, making Chevrolet the best-selling EV brand during the quarter [5] - Ford's hybrid vehicle sales increased by 6% to 82,886 units, although pure EV sales dropped over 30% [6] Stock Performance & Valuation Comparison - Ford's stock rose by 18% in 2025, outperforming the S&P 500's 5% and the Zacks Automotive-Domestic Market's 2% [7] - GM's stock is down 1%, while Tesla has seen declines of over 20% [7] - Over the past three years, GM's stock gained over 60%, while Ford's stock only increased by 4% [8] - GM stock trades at 5X forward earnings, while Ford trades at 10X, below the industry average of 11X and the S&P 500's 23X [9] Dividend Comparison - Ford offers an annual dividend yield of 5.29%, while GM's yield is 1.15% [11] Bottom Line - Both Ford and GM have shown strong Q2 sales, leading to a Zacks Rank 3 (Hold) for both companies, indicating potential long-term value for shareholders [12][15]

Rexford Industrial Overview - Rexford Industrial Realty has a portfolio of 424 industrial properties, encompassing 51 million square feet, with an entity value of $13 billion[7] - The company focuses on prime infill locations in Southern California[7, 13] - Rexford's FFO per share growth has a 5-year CAGR of 10%, exceeding the REIT average of 3%[9, 10] - The dividend per share growth has a 5-year CAGR of 16%, significantly higher than the REIT average of 3%[9, 10] Growth and Value Creation - Rexford has substantial embedded cash NOI growth, including a $60 million portfolio mark-to-market, $105 million in annual embedded rent steps, and $70 million from repositioning and redevelopment[17] - Repositioning and redevelopment projects in-process or in lease-up are expected to generate $70 million in annualized stabilized cash NOI[17, 18, 25] - The company's leasing activity in 1Q 2025 covered 2.4 million square feet, with average embedded rent steps of 3.6% in executed leases[28] Market and Portfolio - Southern California is the largest and highest-value industrial market in the nation, valued at $32 billion with 2.1 billion square feet[38] - Rexford's portfolio has a trailing 12-month average executed lease rate of $19.16 per square foot, a 22% premium over the Infill SoCal average of $15.65[59] - Over the last 4 years, >85% of transactions were executed off/lightly-marketed[34]

人事变动 - Christopher Manning，前斯坦福人工智能实验室主任，已休假离开斯坦福大学 [1] - Manning 加入风险投资公司 AIX Ventures 担任普通合伙人 [1] 行业动向 - AIX Ventures 是一家风险投资公司，可能专注于人工智能领域的投资 [1]

NEW YORK, July 1, 2025 /PRNewswire/ -- Burford Capital Limited ("Burford"), the leading global finance and asset management firm focused on law, today issues the following update to its June 17, June 30, and July 1, 2025 statements in connection with proposed tax provisions relating to litigation finance included within the US Senate's draft of the budget reconciliation bill.Based on the Senate Parliamentarian's ruling that those provisions were not eligible for inclusion in the bill, they were removed. The ...

Ford sales rose 14.2% during the second quarter over the year-earlier period, about 10 times the estimated 1.4% industry increase, the automaker said Tuesday. Auto industry forecasters Cox Automotive and Edmunds forecasted new vehicle sales would increase 1.7% and 2%, respectively, for the second quarter from the year-earlier period. They cited a strong market in April and early May as driving the increases, while June sales were expected to be softer. Earlier this year, President Donald Trump implemented 2 ...

🚨 For the first time ever, a Tesla just drove itself 30 mins home from Giga Texas, no driver needed!Yet Ford’s Jim Farley says Waymo’s path is smarter. Really?@thejefflutz explains why Tesla’s careful rollout is no accident, it’s a strategy!$TSLA https://t.co/QRE7K3tIen ...