小米汽车今日发文称，新一代SU7卡布里蓝将于2月13日起开始到店。首批覆盖7城30店：北京、上海、 广州、深圳、杭州、成都、武汉。春节期间，全国小米汽车门店正常营业。 ...

长江商报消息 ●长江商报记者 黄聪 当前，汽车产业进入市场重构、格局重塑的新阶段，机遇与挑战并存。逆势中，东风汽车集团销量强势猛涨。 近日，东风集团股份（00489.HK）发布的公告显示，2026年1月，公司销售汽车13.88万辆，同比增长18.8%。其 中，新能源汽车销量3.88万辆，同比增长89.7%。 同时，东风集团股份公告显示，公司母公司东风汽车集团1月销售汽车18.53万辆，同比增长29.3%。公司附属公司 东风汽车1月销售汽车1.11万辆，同比增长31.6%。 同时，东风集团股份公告显示，公司母公司东风汽车集团1月销售汽车18.53万辆，同比增长29.3%。公司附属公司 东风汽车1月销售汽车1.11万辆，同比增长31.6%。 值得注意的是，东风系车企1月销量几乎全面"飘红"。 1月，岚图汽车销量达1.05万辆，同比增长31.3%。公司以介绍方式赴港上市已获中国证监会备案。 2026年，岚图汽车计划推出四款搭载L3级智能驾驶硬件的新产品，覆盖SUV、FUV、MPV品类。 奕派科技1月销量达2.13万辆，同比大幅增长145.3%。年内，公司旗下东风奕派与东风风神品牌计划投放5款全新 车型。 据了解，东 ...

Nvidia (NASDAQ: NVDA) will not report earnings until later this month, but it doesn't have high AI capex spending like the other hyperscalers because it is primarily in the business of selling GPUs, and doesn't manufacture its chips, so it's actually a capital-light business.Apple (NASDAQ: AAPL) continues to lag on AI capex and is only guiding for $13 billion of capex in 2026.Tesla (NASDAQ: TSLA) said it plans to more than double capex to about $20 billion in 2026 to fund the expansion of its robotaxi fleet ...

Core Insights - General Motors (GM) stock gained over 50% last year, significantly outperforming the market and doubling over the last two years, surpassing legacy automakers like Stellantis and Ford [1] - Despite challenges such as vehicle sales slowdown, tariff costs, and losses in the electric vehicle sector, GM's performance remains strong [1] Financial Performance - GM's 2025 financial results were robust, with expectations for even better performance in 2026, targeting adjusted pre-tax earnings between $13 billion and $15 billion, an increase of $2.3 billion from 2025 [2] - The company anticipates North America adjusted pre-tax margins to return to the 8% to 10% range in 2026, indicating a significant improvement [2] Cash Flow and Capital Allocation - GM is projected to generate adjusted automotive free cash flows of between $9 billion and $11 billion this year, focusing on buybacks and U.S. production capacity investments [3] - Since November 2023, GM has repurchased $23 billion worth of shares, reducing its outstanding share count by 35%, and announced a new $6 billion buyback program alongside a 20% dividend increase [5] Market Comparison - GM's dividend yield has risen to approximately 0.90%, which, while lower than Ford's, is complemented by superior total returns due to effective capital allocation strategies [5] - Over the last three years, GM's stock has performed significantly better than Ford, which has only increased by about 5%, attributed to GM's better execution and capital management [5]

Core Viewpoint - The article discusses the launch and market positioning of the BYD Sea Lion 05, highlighting its competitive pricing and features, particularly the 210 km range version, while also addressing market challenges and customer perceptions [1][4][20]. Group 1: Product Launch and Pricing - The Sea Lion 05 was launched on January 18, with two models priced at 89,800 yuan and 99,800 yuan, respectively, and no current discounts available [2][4]. - The new model primarily features an extended range of 210 km, with no significant changes to other specifications, and lacks a formal launch event [8][15]. - The sales strategy is closely tied to the popularity of the Qin model, with customers expressing concerns about potential price drops in the future [10][19]. Group 2: Customer Insights and Market Competition - Customers often compare the Sea Lion 05 with the Qin and models from Geely, with Geely being a significant competitor due to its quality and design [10][12]. - There is a perception among customers that the current economic climate may lead to further price reductions, impacting their purchasing decisions [8][10]. - A customer shared that using the Sea Lion 05 for ride-hailing could provide a better work-life balance, indicating a shift in consumer behavior towards flexibility in work [12][13]. Group 3: Financing and Purchase Timing - Financing options include a two-year interest-free loan from Agricultural Bank, which is appealing to customers given the vehicle's lower price point [17][18]. - The article suggests that now is a good time for customers in need of a vehicle to make a purchase, especially considering the current market conditions [19]. - The sales team believes that the Sea Lion 05 offers strong value for daily commuting and ride-hailing, despite challenges in the broader market [20].

Core Viewpoint - Zeekr has initiated its first-ever recall, affecting 38,277 units of the Zeekr 001 WE model due to potential safety hazards related to high-voltage battery components [1][3][4] Group 1: Recall Details - The recall involves vehicles produced between July 8, 2021, and March 18, 2024, due to manufacturing consistency issues in high-voltage battery components, which may lead to increased internal resistance and potential thermal runaway [1][3] - Zeekr will provide free battery assembly replacements for affected vehicles and implement a cloud-based early warning system to alert users of potential issues [3][4] Group 2: Sales Performance and Targets - In 2025, Zeekr's sales target was set at 320,000 units, but the actual sales reached 574,600 units, achieving approximately 81% of the target, with a year-on-year growth of 13.21% [2][10] - For 2026, the sales target for Zeekr is set at 300,000 units, while the Lynk brand aims for 400,000 units, totaling 700,000 units [2][10] Group 3: Legal and Financial Context - The recall is linked to a legal dispute between Geely and A123 Systems, with Geely seeking compensation of 2.314 billion yuan due to quality issues with battery cells supplied by A123 [5][6] - A settlement agreement was reached, with A123 expected to pay Geely 608 million yuan for costs incurred up to December 31, 2025 [6] Group 4: Corporate Strategy - Zeekr is a joint investment by Geely Auto and Geely Holding Group, and in 2022, it exceeded its delivery target by delivering 71,900 units [7] - The company aims to enhance operational efficiency and resource utilization through the integration of Zeekr as a wholly-owned subsidiary of Geely, following a privatization transaction completed in December 2025 [11][12][13]

Group 1 - Meituan launched a native "Deep Research" Agent, utilizing a unique three-layer intelligent agent architecture to address AI hallucination issues in real-world applications, enhancing its competitiveness in the AI market [1] - Alibaba's Qianwen and Fliggy announced AI collaborations with over 40 global travel brands, providing exclusive subsidies and value-added benefits to users, aiming to streamline travel services through AI technology [2] - Tencent and Tesla upgraded in-car experiences by launching "WeChat Connectivity" and "Destination Services," with the update set to cover over one million Model 3 and Model Y vehicles in China, enhancing Tencent's position in the smart cockpit market [3]

Economic Outlook - The jobs data released indicates a stronger than expected increase of 130,000 jobs, suggesting resilience in the economy [1][2] - GDP forecasts range from 2.8% to 5% for the year, with President Trump citing a figure of 15% [2] - Unemployment has decreased for three consecutive months, indicating a positive trend in the labor market [3] Federal Reserve Policy - Improved job numbers may reduce the necessity for rate cuts, which could have negative long-term implications for the market [4] - Current market expectations show a 94% chance of no change in interest rates, with potential for a quarter-point decrease if inflation rises [5] - The upcoming leadership change at the Federal Reserve may bring a more visionary approach to monetary policy, focusing on consumer impacts [6][8] Consumer Behavior and Retail Sales - Retail sales data suggests a K-shaped economy, where 40% of the population accounts for 90% of consumption, leading to consumer pullback as prices rise [11][12] - Inflation is expected to remain around 2.1% for the last three months, with hopes for a lower number to support potential rate cuts [12] Market Trends and Investment Sentiment - Current market sentiment appears stretched, with profit-taking observed across various sectors, particularly in tech stocks like Microsoft and Nvidia [14] - The market is broadening due to economic growth, which is beneficial for the overall market and tech sector [14] - Significant capital expenditures in AI from major tech companies are expected to accelerate revenue growth, although immediate results may not be visible [16] Company-Specific Insights - Tesla is viewed as a key player in building infrastructure for future energy and transportation ecosystems, positioning itself beyond just electric vehicles [18][19] - The company's long-term vision aligns with the transition to a data and software-driven economy, making it a compelling investment opportunity [19]

Ford on Tuesday posted its largest quarterly loss since 2008 amid losses in the automaker’s electric vehicle (EV) division, as well as the impact of tariffs and a fire that impacted an aluminum supplier.The Detroit automaker reported a fourth quarter net loss of $11.1 billion after previously disclosing large writedowns to its EV programs, which the company is realigning in response to lower-than-expected consumer demand and changing federal subsidies.“I think the customer has spoken,” Ford CEO Jim Farley s ...

Core Viewpoint - Ferrari N.V. is a prominent luxury sports car manufacturer with a strong market presence and competitive positioning against brands like Lamborghini and Porsche. The company has shown resilience and growth potential in the luxury automotive sector, as indicated by its recent financial performance and stock activity. Financial Performance - Ferrari's Q4 2025 earnings call revealed a stock price increase of 4.76%, translating to a rise of $17.29, with the current stock price at $380.51 [2][5] - The stock has experienced significant volatility over the past year, with a high of $519.10 and a low of $328, reflecting the growth potential in the luxury automotive market [3][5] Market Activity - Today's trading volume for Ferrari reached 1,403,051 shares, indicating active trading and strong investor engagement [4] - The stock price fluctuated between $377.21 and $384.24 during the trading day, showcasing investor interest and market dynamics [2] Analyst Ratings - Jefferies has maintained a "Hold" rating for Ferrari, with an increased price target of €310, up from €300 [1][5]