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Stock Market LIVE: GIFT Nifty hints at positive start amid mixed cues; Asian markets extend gains
Business· 2026-02-11 01:45
Stock Market LIVE Updates, Wednesday, February 11, 2026: Indian equity benchmark indices, Indian equity benchmark indices, Sensex and Nifty , are likely to witness a positive opening on Wednesday amid mixed global cues.    As a part of the MSCI's February 2026 index review, Aditya Birla Capital and L&T Finance have been added to the MSCI Global Standard Index. IRCTC is the only Indian stock that has been excluded from the index. AU Small Finance Bank will see a weight increase in the index due to a float ad ...
Retail Sales Stall as Dow Sets Record, S&P Falls | The Close 2/10/2026
Youtube· 2026-02-11 01:37
Market Overview - The S&P 500 is down by 0.1% but remains near record highs, with defensive sectors gaining traction [2] - The ten-year Treasury yield has decreased by almost six basis points to 4.14%, influenced by weak retail sales data, which strengthens the case for potential Fed rate cuts [3][5] - Bitcoin has experienced volatility, currently trading just below $69,000 after reaching $60,000 last week [4] Economic Indicators - December retail sales showed stagnation, with eight out of thirteen retail categories reporting declines, indicating potential weakness in consumer spending [5][20] - The upcoming January jobs report is anticipated to provide further insights into the labor market, with a consensus estimate of 65,000 new jobs, although a whisper number suggests only 40,000 [26][28] Company Insights - Goldman Sachs CEO David Solomon expressed confidence in the U.S. economy, suggesting that the recent drop in software stocks may have been overdone [6][7] - Quest Diagnostics reported a record high in shares following strong earnings, raising its dividend and issuing a higher-than-expected adjusted EPS forecast for 2026 [30][31] - The consumer health segment of Quest Diagnostics is projected to grow over 20% this year, driven by increased consumer interest in preventive health measures [36][37] Sector Performance - Small-cap stocks, represented by the Russell 2000, have outperformed large-cap stocks, with a 21% rally over the past six months compared to a 9% gain for the S&P 500 [9][10] - The software sector has seen a significant valuation rerating of about 40% recently, despite facing scrutiny and volatility [15][19] - The healthcare sector, particularly in diagnostics and chronic disease management, is experiencing growth due to rising rates of chronic conditions and advancements in testing technologies [32][44] Future Outlook - The U.S. economy is transitioning from labor force growth to productivity-led growth, with generative AI adoption contributing to a productivity growth rate of 2% over the past few years, surpassing pre-COVID levels [25][98] - CVS is facing challenges due to flat Medicare Advantage rates, which could impact its growth trajectory, particularly as it targets mid-teens EPS growth through 2028 [52][54] - Becton Dickinson's recent merger with Waters aims to position the company as a leader in the life sciences space, focusing on AI and robotics to enhance healthcare delivery [67][68]
雷军谈新一代SU7:我们一定把车做好!做成所有人向往的梦想之车
Sou Hu Cai Jing· 2026-02-11 01:28
快科技2月11日消息,小米创始人雷军今天发文表示,前几天,随着最后一辆车下线,初代SU7正式停 产了。 他透露,最后一辆初代SU7,车主是西安的,在石油行业工作,选的是橄榄绿。 他是米粉,从小米造车第一天就开始关注小米汽车。之前在国外生活,现在刚刚回国。为了表达对小米 的支持,坚持要买初代SU7。 雷军表示,如此坚定的偏爱,对我们来说,是莫大的认可。 "新一代SU7预计4月份上市,我们一定把车做好,做成所有人向往的梦想之车。" 新一代SU7目前已经开启预定,同样提供标准、Pro、Max三个版本,预售价22.99万元、25.99万元、 30.99万元,相比上一代涨价了1万多,此前涨价也引发一些讨论。 小米汽车表示,新一代SU7相比第一代配置升级巨大,所以成本提升很多,同时内存等原材料也涨价很 多,导致成本压力很大。 虽然新一代SU7预售价格有所提高,但全面进化的产品力是物超所值的。 小米强调,新一代SU7的产品力得到全方位的提升,包括安全、续航、底盘、辅助驾驶、设计等等: 安全是基础和前提:全系标配2200MPa小米超强钢"内嵌式防滚架"/车门防撞梁、全系标配9安全气囊; 全系长续航:标准版、Pro版标配752 ...
雷军总结昨晚小年直播,称新一代小米SU7定位新时代驾驶者之车
Sou Hu Cai Jing· 2026-02-11 01:17
IT之家 2 月 11 日消息,昨晚的直播结束后,小米创办人、董事长兼 CEO 雷军对小年直播进行了总结,汇总了重点内容: 1. 带大家看了小米汽车工厂交付中心、展厅和定制中心,包括一楼科技展厅的小米摩纳德架构、CTB 架构、大压铸件、YU7 铠甲笼式车身、 EEA 等展区,以及二楼定制中心。 2. 定制服务,顶级豪车品牌都有,代表着极致的豪华与前瞻的设计,我们希望让更多人体验到百万豪车的定制服务,让大家有更多的自我表达方 式。丰富的选择、顶级材质工艺、高级色彩设计与专属定制中心,会给更多人带来媲美超豪华品牌的体验。 3. 初代 SU7 的最后一台车,近期已经下线了,并将于近期交付到车主朋友手里。新一代 SU7 卡布里蓝实车已经在小米汽车工厂店展厅开始展 示,2 月 13 日开始将在北京、上海、杭州、广州、深圳、成都、武汉的 Mall 店进行展示。 4. 新一代 SU7 已开放了 3D 展厅供大家体验,可以搭配已经公布的车漆、车轮查看效果,欢迎大家到小米汽车 App 或小米汽车官网体验。 5. 新一代 SU7 对底盘、电机、电池等核心大件进行了大升级,底盘更扎实,转向更精准。新一代 SU7 全系标配了前 24 ...
X @Tesla Owners Silicon Valley
Elon Musk on the power of “cross-pollinating” ideas from different industriesHe uses Tesla and SpaceX as an example:“The Model S is the only all-aluminum body and chassis car made in North America. Very few cars are all aluminum. In the aerospace industry, that’s the default. So it seemed like obviously the right move to minimize the non-battery-pack mass of the car. In order to offset a fairly heavy battery pack, we had to make the rest of the car light, but still achieve a five-star safety rating. I don’t ...
Tariffs Bite Ford Harder Than Expected
PYMNTS.com· 2026-02-11 01:01
Summary of Key Points Core Viewpoint - The automotive industry, particularly Ford, is facing significant financial impacts due to tariffs, with expectations of continued high costs in the coming years. Group 1: Tariff Costs - Ford paid $2 billion in tariffs in 2025 and anticipates similar expenses in 2026 [1] - General Motors reported $3.1 billion in tariff costs for 2025 [6] - Stellantis incurred 1.2 billion euros (approximately $1.4 billion) in tariffs in 2025 and expects to pay 1.6 billion euros (about $1.9 billion) in 2026 [6] Group 2: Impact of Tariffs - The automotive industry is projected to face a combined $7 billion tariff-related hit to earnings in 2025, affecting both automakers and their suppliers [8] - The imposition of tariffs has led to production suspensions, such as Stellantis halting certain models in Canada, and Ford launching an employee discount initiative to mitigate consumer costs [7] - AutoNation reported a 10% decline in same-store new vehicle sales and a 5% decline in used vehicle sales, attributed to consumers purchasing vehicles earlier in anticipation of tariffs [9] Group 3: Expectations and Adjustments - Ford's tariff relief program was expected to be retroactive to May but was later confirmed to only apply from November, resulting in an additional $900 million in tariff costs [2] - The automotive industry is experiencing supply chain disruptions and increased product prices due to the tariffs, impacting cash flow for thousands of suppliers [8]
雷军宣布初代小米SU7正式停产
新华网财经· 2026-02-11 00:59
2月10日晚,小米创办人、董事长兼CEO雷军在直播中透露,最后一辆初代小米SU7量产下线,正在运送途中,将安排车主提车。这意味着初代小米SU7 正式停产。据雷军介绍,初代SU7交付量接近37万辆。 来源:界面新闻 关注" 新华网财经 "视频号 更多财经资讯等你来看 往期推荐 多家银行,上调存款利率 雷军:春节期间小米汽车因自身故障抛锚,可报销1500元高铁/机票费和 500元住宿费 ...
江淮汽车完成35亿元定增 葛卫东、方文艳各斥资10亿元认购
从公司定期报告看,在此次参与江淮汽车定增之前,葛卫东关联人葛贵莲、王萍早已对江淮汽车有所布局。 2025年中报显示,葛卫东家族成员葛贵莲新进成为江淮汽车的第八大股东,持股数量为1186.1万股,持股占比为0.54%。截至2025年三季度末,葛卫东亲属 王萍新进成为江淮汽车的第五大股东,持股数量为2350.17万股,葛贵莲增持至1661.62万股,占总股本的0.76%。 市场人士表示,葛卫东家族成员自2025年第二季度起持续加仓江淮汽车,这一时间点与江淮汽车高端品牌"尊界S800"于2025年5月正式上市高度重合。葛卫 东的持续投入,表明他看好华为在智能驾驶、智能座舱等领域的技术赋能,能够为传统车企带来品牌跃迁和估值重估的机会,其逻辑与此前投资赛力斯 等"华为链"公司一脉相承。 转自:新华财经 新华财经北京2月11日电(丁晶)2月10日,江淮汽车披露定增发行情况报告书,核心为向特定对象发行股票的注册申请获批,募集资金总额约35亿元。最终 确定的8名发行对象中,知名投资人葛卫东和方文艳各获配约2000万股,金额均为10亿元,发行完成后,葛卫东、方文艳将并列为江淮汽车第8大股东。据公 开资料,方文艳是"超级牛散"章 ...
私募大佬葛卫东斥资10亿成江淮第八大股东
Jin Rong Jie· 2026-02-11 00:33
Core Viewpoint - Jianghuai Automobile (600418.SH) has successfully completed a 3.5 billion yuan private placement plan, with notable investor Ge Weidong participating, despite the company announcing a significant expected loss for 2025 [1][2]. Group 1: Private Placement Details - Jianghuai Automobile issued a total of 70.1684 million shares at a price of 49.88 yuan per share, raising approximately 3.5 billion yuan [1]. - Ge Weidong invested around 1 billion yuan to acquire 20.0481 million shares, making him the eighth largest shareholder with a 0.89% stake [1]. - The shares issued will be locked for six months post-issuance [1]. Group 2: Financial Performance and Challenges - The company projected a net loss of approximately 1.68 billion yuan for 2025, with a non-recurring net profit loss of about 2.47 billion yuan, indicating a slight narrowing of losses compared to the previous year [2]. - The decline in performance is attributed to complex international conditions and increased competition in overseas markets, leading to a drop in export business [2]. - Losses from joint venture Volkswagen Anhui contributed significantly, with the company recognizing an investment loss of 1.08 billion yuan [2]. Group 3: Future Plans and Strategic Focus - The funds raised from the private placement will be fully allocated to the "High-end Intelligent Electric Platform Development Project," which is closely related to the company's main business and aims to enhance future competitiveness through technological upgrades [2]. - The company emphasized that the private placement will not alter its control structure, with the controlling shareholder remaining unchanged [2]. Group 4: Investor Profile - Ge Weidong is known for his investments in technology sectors, having shifted focus from futures to the secondary market over the past seven to eight years, favoring technology growth stocks [2]. - His recent investments include significant stakes in leading technology companies, and his entry into Jianghuai Automobile is viewed as a strategic move within the smart automotive industry [3].
Ford Motor (F) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
ZACKS· 2026-02-11 00:31
Core Insights - Ford Motor Company reported a revenue of $42.5 billion for the quarter ended December 2025, reflecting a decrease of 5.4% year-over-year, while EPS was $0.13, down from $0.39 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $41.16 billion by 3.27%, but the EPS fell short of the consensus estimate of $0.17 by 22.2% [1] Financial Performance Metrics - Wholesale Units for Ford Blue were 712 thousand, surpassing the average estimate of 636.9 thousand; Ford Pro reported 334 thousand, slightly below the estimate of 345.33 thousand; and Ford Model e had 37 thousand, below the estimate of 40.16 thousand [4] - Revenues excluding Ford Credit were $42.45 billion, exceeding the four-analyst average estimate of $40.54 billion, but represented a year-over-year decline of 5.5% [4] - Ford Credit revenues were $3.4 billion, slightly below the average estimate of $3.44 billion, showing a year-over-year increase of 4.2% [4] - External revenues for Ford Blue were $26.2 billion, exceeding the two-analyst average estimate of $23.57 billion, but down 3.9% year-over-year; Ford Pro revenues were $14.9 billion, below the estimate of $15.04 billion, reflecting an 8.3% decline; and Ford Model e revenues were $1.3 billion, above the estimate of $1.22 billion, down 8.1% year-over-year [4] - Adjusted EBIT for Ford Credit was $701 million, exceeding the average estimate of $573.75 million; Ford Blue's adjusted EBIT was $727 million, below the estimate of $779.3 million; Ford Pro's adjusted EBIT was $1.23 billion, below the estimate of $1.43 billion; and Corporate Other reported an adjusted EBIT of -$406 million, better than the estimate of -$540.48 million [4] Stock Performance - Ford Motor's shares have returned -3.1% over the past month, while the Zacks S&P 500 composite remained unchanged; the stock currently holds a Zacks Rank 1 (Strong Buy), indicating potential outperformance in the near term [3]