6. Alphabet将机器人软件子公司Intrinsic重新划归至谷歌旗下，加码物理AI布局。 美股时段值得关注的事件： 1. 美国三大股指期货小幅上涨，纳指期货涨0.04%，标普500指数期货涨0.1%，道指期货涨0.11%。 2. 欧股主要指数齐涨，德国DAX指数涨0.51%，英国富时100指数涨0.12%，法国CAC指数涨0.95%，欧 洲斯托克50指数涨0.42%。 3. 英伟达Q4营收同比增长73%至681亿美元创新高，Q1业绩指引强劲；预期芯片收入将超越5000亿美元 的目标。 4. 英伟达CFO：公司获准向中国出口少量H200芯片，但尚未获得任何收入。 5. 据报苹果为iPhone 17系列敲定三星DS部门LPDDR5X订单，价格提高100%。 21:30 美国至2月21日当周初请失业金人数 (格隆汇) 7. 特斯拉中国"变相降价"，推出五年零息购车方案。 8. 礼来：在2型糖尿病试验中，Orforglipron在血糖控制和减重方面均优于司美格鲁肽。 9. AMD和Nutanix联合开发一个开放的全栈人工智能(AI)基础设施平台。 10. SK海力士携手闪迪启动高频宽快闪记忆体全球标准化进程。 ...

Core Viewpoint - Stellantis reported a significant full-year loss primarily due to a $26 billion charge related to electric vehicles (EVs), but showed signs of improvement in the second half of the year under CEO Antonio Filosa's leadership [1]. Financial Performance - Stellantis achieved H2 net revenue of 79.25 billion euros ($93.47 billion), aligning with the forecast range of 78 billion to 80 billion euros ($91.87 to $94.23 billion) and representing a 10% increase from 71.86 billion euros ($84.64 billion) in the previous year [2]. - The company recorded a second-half adjusted operating income (AOI) loss of 1.38 billion euros ($1.63 billion), within the forecast range of 1.2 billion to 1.5 billion euros ($1.41 billion to $1.77 billion), contrasting with a gain of 185 million euros ($218 million) in H2 2024 and a profit of 10.2 billion euros ($12 billion) in 2023 [3]. Production and Shipments - Global shipments improved in H2, with an 11% increase to 277,000 units, with all regions reporting higher volumes [4]. Full-Year Results and Charges - For the full year, Stellantis reported a net loss of 22.3 billion euros ($26.3 billion), attributed to 25.4 billion euros ($29.96 billion) in unusual charges [4]. - The company disclosed a 22.2 billion euro ($26 billion) EV-related charge, with cash payments of 6.5 billion euros ($7.7 billion) to be made over the next four years and additional charges of 14.7 billion euros ($17.34 billion) expected in the second half of 2025 [5]. Strategic Adjustments - The charges stemmed from the company's decision to abandon its previous aggressive EV targets, reflecting an overestimation of the energy transition pace and a misalignment with customer preferences [6]. - The write-down included the cancellation of the planned Ram 1500 BEV and battery gigafactories in Italy and Germany, as well as impairments to several EV platforms, primarily due to new US emissions regulations and a need to realign production plans [6].

Big Three automaker Stellantis (STLA) reported a massive full-year loss after taking a $26 billion EV-related charge, but saw improving second-half results, suggesting the company's turnaround under CEO Antonio Filosa may be working. Stellantis — which counts brands like Ram, Jeep, Fiat, and Alfa Romeo in its product portfolio — reported second half net revenue of 79.25 billion euros ($93.47 billion), in range of 78 billion to 80 billion euros ($91.87 to $94.23 billion) forecast, and 10% higher than the 7 ...

Key TakeawaysEli Lilly (LLY) reported that its oral GLP-1, orforglipron, achieved a 9.2% weight loss in Phase 3 trials, significantly outperforming Novo Nordisk's oral semaglutide.Toronto-Dominion Bank (TD) beat Q1 earnings estimates with an adjusted EPS of CAD 2.44, supported by adjusted revenue of CAD 16.63 billion.Danish Prime Minister Mette Frederiksen officially called for a parliamentary election on March 24, citing ongoing conflicts regarding Greenland and new wealth tax proposals.Stellantis (STLA) i ...

背后站着豪华股东天团，投后估值接近600亿元。 作者 | 聂梦颖 编辑 | 志豪 车东西2月26日消息，日前，英国无人出租车公司Wayve宣布完成12亿美元（约合人民币83.19亿元）的D轮融资，公司估值达到86亿美元（约 合人民币596.16亿元）。 ▲Wayve宣布完成D轮融资 Uber则追加了最高3亿美元（约合人民币20.80亿元）的对赌投资，使此次总融资额达到了15亿美元（约合人民币103.98亿元）。 Wayve的无人出租车将于今年在伦敦投入试运营，伦敦成为其落地首选，得益于当地政策环境的开放。 ▲Wayve官宣融资额 本轮融资最引人注目的是多家科技巨头参与投资，其中包括微软、英伟达，同时梅赛德斯-奔驰、日产和Stellantis等车企也参与了本次投资。 按照计划，Wayve的无人出租车将于今年在伦敦率先投入试运营，消费者可以通过Uber体验Wayve的无人出租车。 这笔巨额融资不仅为Wayve"端到端AI"技术路线提供了资金支持，也意味着随着政策环境逐步放宽，伦敦正成为全球无人出租车公司竞相开展 商业化测试的热点地区。 01. 巨额资本纷纷入局 伦敦试运营即将开启 具体来看，Wayve本次完成D轮 ...

UK-based autonomous driving technology company Wayve has raised $1.2bn in a Series D funding round to accelerate the deployment of its autonomous driving technology. The investment brings the company’s total capital secured to $1.5bn and increases its post-money valuation to $8.6bn. Eclipse, Balderton, and SoftBank Vision Fund 2 led the round, with new participation from Ontario Teachers’ Pension Plan, Baillie Gifford, British Business Bank, Icehouse Ventures, Schroders Capital and other global investors ...

编前：近日，各大主流车企陆续公布了2025年全球销量数据。头部格局相对稳定：丰田汽车以逾千万辆的成绩实现六连冠，而大众集团连续6年位列第二， 两者的差距进一步拉大。凭借现代汽车和起亚汽车在全球尤其是北美市场的亮眼表现，现代汽车集团稳居季军。通用汽车和Stellantis集团则依然位列第四 和第五。 值得注意的是，由于在新能源汽车领域取得的突出成绩，以及"出海"战略的持续深化，中国车企近年来海外销量猛增，2024年比亚迪、吉利控股集团两家 中国车企跻身全球车企销量榜前十，且分别排在第七、第十位。2025年稳中有进，比亚迪全球销量首次超越福特，成为全球第六大汽车制造商；吉利控股 集团也超过本田、铃木、日产，在榜单中的排名上升至第八位。 相比之下，日产全球销量继续下滑，掉出前十，由铃木取而代之。另外，长安汽车2025年总销量291.3万辆，同比增长8.5%；奇瑞集团280.64万辆，同比 增长7.8%。这两家中国车企与第十名铃木的差距并不算大。如果保持现在的增速，可以预见的是，未来会有更多中国车企跻身全球十大车企行列。 01 丰田汽车 1132万辆 近日，丰田汽车集团公布了2025年全球销量数据：含日野、大发在内， ...

来源：滚动播报 Stellantis全年净营收1,535.1亿欧元，预估1,528.1亿欧元。 ...

智通财经APP注意到，Stellantis(STLA.US)在去年下半年陷入亏损。此前，这家汽车制造商缩减了电动汽车转型计 划，从而引发了一波减值和费用支出。在截至12月的六个月里，Stellantis调整后经营亏损为13.8亿欧元(16亿美 元)。 该公司表示，负面业绩的大部分与北美业务有关，该地区的亏损额达9.41亿欧元。 财报显示，Stellantis在2025年营收为1535亿欧元，较2024年下降2%，主要原因是汇率不利因素以及2025年上半年 净价格下降。2025年下半年营收为792亿欧元，同比增长10%。2025年全年净亏损为223亿欧元，其中下半年亏损 达201亿欧元。 本月早些时候，在欧洲需求令人失望以及美国取消激励措施后，Stellantis调整了其激进的电动汽车(EV)战略；包 括Stellantis在内的车企一直在美国市场重新推广耗油量大的燃油车型。去年总减值损失激增至254亿欧元，且主要 集中在下半年。 Stellantis回撤电动汽车计划是其夺回美欧市场份额努力的一部分。Stellantis一直在削减价格，且销量在北美的带 动下有所改善，该地区交付量增长了39%，达到82.5万辆。 ...

Core Insights - Stellantis is undergoing a significant strategic reset to align its business with customer preferences, focusing on a diverse range of vehicle technologies including electric, hybrid, and internal combustion engines [1][5][9] - The company reported a net loss of €22.3 billion for the full year 2025, primarily due to unusual charges totaling €25.4 billion, reflecting the costs associated with this strategic shift [4][10] - Stellantis aims to return to profitable growth by improving operational efficiencies and enhancing product quality, with a focus on execution in 2026 [1][8][10] Financial Performance - Full year 2025 net revenues were €153.5 billion, a decrease of 2% from 2024, impacted by foreign exchange headwinds and pricing declines in the first half of the year [3][4] - The adjusted operating loss for 2025 was €842 million, resulting in an adjusted operating income margin of (0.5)% [4][10] - Industrial free cash flows were negative €4.5 billion, although there was a 73% improvement in cash flows in the second half of 2025 compared to the same period in 2024 [4][10] Market and Product Strategy - Stellantis is launching a new product wave aimed at broadening market coverage and targeting profitable growth opportunities across various regions, including North America and Enlarged Europe [6][10] - The company plans to re-enter key segments such as mid-SUVs and muscle cars, with notable models like the Jeep Cherokee and Dodge Charger SIXPACK [6][10] - The focus on quality management has led to a significant reduction in vehicle issues reported in the first month of service, with a decrease of over 50% in North America and over 30% in Enlarged Europe since early 2025 [8][10] Future Guidance - Stellantis has reaffirmed its financial guidance for 2026, expecting a mid-single-digit percentage increase in net revenues and a low-single-digit adjusted operating income margin [4][10] - The company anticipates progressive improvements in industrial free cash flows throughout 2026, with expectations of sequential growth from the first half to the second half of the year [10]