Group 1 - The core point of the article is that Zeekr 9X has announced that its total deliveries have surpassed 30,000 units, marking a strong start for the automotive market in the Year of the Horse [1] - The average price per vehicle for Zeekr 9X exceeds 530,000 yuan, indicating a premium positioning in the market [1]

Group 1 - Huawei's QianKun Intelligent Driving ADS 4 won the "Annual Excellent Intelligent Driving Solution" award at the PChome 2025 Annual Excellent Product Selection for its outstanding performance in system maturity, technical integrity, and practical implementation capabilities [1][11] - The PChome Annual Excellent Product Selection aims to select outstanding products through a rigorous, fair, and professional process, highlighting the importance of quality in the industry [1][11] Group 2 - The rapid development of smart vehicles has transitioned driver assistance technology from conceptual demonstrations to large-scale applications, emphasizing the need for system stability, safety redundancy, and real-world usability [3][13] - Huawei's ADS 4 solution features a more engineering-oriented approach, upgrading across architecture, safety, experience, and industry aspects [3][13] Group 3 - The ADS 4.0 architecture utilizes a world engine and world behavior model (WEWA), achieving a scenario density generated by cloud AI that is 1000 times that of the real world, effectively overcoming industry data bottlenecks [5][15] - Hardware advancements include high-precision solid-state LiDAR and cabin laser vision sensors, reducing end-to-end latency by 50% and emergency braking rates by 30%, with the system supporting L3 level commercial use on highways [5][15] Group 4 - The HUAWEI XMC digital chassis engine introduces a fully integrated architecture, enabling centralized control of vehicle systems and optimizing component coordination through predictive road environment analysis [6][16] - The upgraded CAS 4.0 all-dimensional collision avoidance system establishes a five-dimensional safety framework, incorporating innovative features like road-adaptive AEB and tire blowout stability control [7][17] Group 5 - The significance of Huawei's ADS 4 extends beyond technical specifications, as it facilitates the transition of intelligent driving from demonstration applications to scalable implementations, providing a rapid deployment foundation for various vehicle manufacturers [8][18] - The award reflects the system's maturity, engineering level, and its role in advancing the intelligent driving industry, establishing Huawei's ADS 4 as a benchmark in the field [8][18]

Market Performance - The current month has seen poor customer traffic, with an estimated daily footfall of 5-6 groups, of which 30% are specifically inquiring about the Aito M8 [1] - The decline in store visits compared to the previous two months is attributed to two main factors: the lack of effective policy implementation leading to severe wait-and-see sentiment, and adverse weather conditions affecting outdoor activities [1] Sales Insights - The most popular variant of the M8 is the six-seat extended range version, with 70% of customers choosing this configuration, while the five-seat pure electric Max+ version remains the least popular due to concerns over space and battery range [3] - The current promotional policy for the M8 includes an 8,000 yuan limited-time selection benefit, alongside other incentives such as 10,000 charging points and a 20,000 yuan discount on advanced driving assistance systems [5] Customer Demographics - The customer profile for the M8 is younger and more family-oriented compared to the M9, primarily consisting of individuals aged 30-50, with a higher proportion of female users [7] - A notable customer case involved a 40-year-old female small business owner who preferred the M8 for its advanced driving assistance capabilities, highlighting the importance of aesthetics in her decision-making process [9] Competitive Landscape - Customers often compare the M8 with competitors such as NIO ES8, Li Auto L9, and others, with a significant number of customers favoring the M8 for its spaciousness and aesthetics over the NIO ES8 [11] - A customer with a budget of around 400,000 yuan initially considered the Audi A3 but ultimately chose the Mercedes-Benz GLC due to concerns about the maturity of electric vehicle technology [13] Customer Feedback - Common complaints from customers include the small trunk space in the six-seat version and lower winter electric range, although many still prefer the six-seat option despite these issues [17] - Customers who selected the black曜套件 for the M8 expressed high satisfaction with its appearance and driving experience, noting that the M8 offers a better driving feel compared to the M9 [17]

RT Tesla Owners Silicon Valley (@teslaownersSV)https://t.co/lhfKW3WCg4 ...

Core Viewpoint - The AI sector remains promising, with significant growth potential and opportunities for investment despite recent volatility in stock prices [7][40][67]. Market Overview - The AI stocks experienced a sell-off similar to previous market declines, with the S&P 500 dropping approximately 15% during a recent period [8]. - The current market is characterized by confusion, with geopolitical events influencing investor behavior and leading to volatility in both tech and safe haven sectors [17][22]. AI Sector Insights - The global AI market is projected to grow from $539 billion in 2026 to over $3 trillion by 2033, driven by investments from major tech companies and increasing demand for data centers [40][42]. - Adoption of AI technologies is expanding across various sectors, including healthcare and manufacturing, indicating a long-term trend rather than a temporary phase [15][20]. Stock Recommendations - The top 10 AI stocks recommended show an average revenue growth rate of 38% and an EPS growth rate of 99%, significantly outperforming the S&P 500 and the Magnificent Seven stocks [66][67]. - Specific stocks highlighted include: - **Lumentum Holdings (LITE)**: Up 402% in the last year, with a long-term growth rate of 61% [70]. - **Micron Technology (MU)**: Up 387% in the last year, with a long-term growth rate of 51% [72]. - **Ciena (CIEN)**: Up 215% in the last year, with a long-term EPS growth CAGR of 44% [74]. - **General Motors (GM)**: Up 76% in the last year, utilizing AI for enhanced vehicle connectivity [79]. - **Taiwan Semiconductor Manufacturing (TSM)**: Up 71% in the last year, with strong growth metrics [80]. - **Credo Technology (CRDO)**: Despite recent declines, it has strong growth potential with a forward EPS growth rate of 248% [97]. - **AppLovin (APP)**: Up almost 1000% within Alpha Picks, with a long-term growth rate of 48% [98]. - **Globus Medical (GMED)**: In the healthcare sector, showing strong growth metrics [100]. Investment Strategy - The strategy emphasizes buying on dips, particularly for stocks with strong fundamentals that have recently experienced price declines [35][106]. - The quant model used for stock selection focuses on multiple factors, including growth, value, and profitability, ensuring a diversified approach to investment [51][60].

RT Sawyer Merritt (@SawyerMerritt)Here is the full opening statement today before the U.S. Senate Commerce Committee from Lars Moravy, VP of Vehicle Engineering at @Tesla.“ For America to maintain its position in global technological development and grow its advanced manufacturing capabilities, we must enact a federal framework for the development and deployment of AVs (autonomous vehicles). The committee has the opportunity to position NHTSA as a global gold standard for AV development.” ...

Group 1 - The core viewpoint of the article highlights the challenges faced by XPeng Motors in January 2026, with a significant year-on-year decline in delivery volume due to policy changes and product transitions [4] - XPeng Motors reported a total delivery of 20,011 vehicles in January, reflecting a year-on-year decrease of 34.1% and a month-on-month decrease of 46.6% [4] - The company held a global product launch event on January 8, 2026, introducing four new models and outlining its brand strategy for 2026, which includes advancements in AI-driven products [5] Group 2 - The automotive industry is expected to face a dual challenge of declining sales and profits in 2026, driven by policy changes and rising material costs [6] - The overall retail sales of passenger vehicles in China are projected to slightly decline year-on-year, while the export of new energy vehicles is expected to maintain rapid growth [6] - The market is shifting from price competition to configuration competition, with a potential weakening of demand driven by trade-in programs and the impact of tax reductions on new energy vehicles [6]

Core Insights - The session focuses on managing transformation in the auto industry, particularly in the context of electric vehicle (EV) transition and financial stewardship [1][2][3] Company Overview - Paul Jacobson, CFO of General Motors (GM), has been with the company since 2020 and is recognized for his leadership during significant industry challenges [2] - Under Jacobson's guidance, GM has achieved strong financial results in 2025, showcasing robust earnings and a positive outlook [3] Industry Context - The auto industry is currently navigating post-pandemic supply chain disruptions and a complex policy environment, which includes tariffs and regulations affecting EV profitability [3] - The discussion will include insights on GM's strategic pathway to achieving profitability in the EV sector [3]

An unsupervised Tesla Model Y pauses, lets a pedestrian cross, then continues smoothly.This is the kind of real-world behavior that makes Tesla’s autonomy feel legit. $TSLAhttps://t.co/PD0q2xHHly ...

Market Overview - The market is mixed, with the Dow up 336 points (0.7%) while the NASDAQ is down over 1% [1] - The S&P 500 is down 0.21%, but the equal-weighted S&P 500 is performing better, indicating strength in smaller stocks [1] - The Dow transports have surged 2.5% over the last three days, up nearly 8% since the ISM manufacturing report [1] Sector Performance - Materials sector is leading with a 2.4% increase, followed by real estate and energy sectors, which is up over 15% year-to-date [1] - The healthcare, staples, and financials sectors are also showing gains of more than 1% [1] - The tech sector is under pressure, with significant declines in major stocks like Tesla (down 3%), Broadcom (down 4%), and AMD (down 16%) [1] Earnings Growth Forecast - Morgan Stanley forecasts a 17% earnings growth for the S&P 500 this year, driven by positive operating leverage and improved pricing power [2] - The median stock in the Russell 3000 is experiencing a 13% year-over-year earnings growth, the best in four years [2] Valuation Insights - Current valuation is extended historically, with the median stock in the S&P trading at a three-turn discount to the cap-weighted index [2] - Historical data suggests that when earnings growth exceeds 8% and the Fed funds rate declines, market multiples tend to expand 90% of the time [2] Investment Opportunities - Small caps and consumer discretionary sectors are highlighted as areas of opportunity, with the S&P 600 small cap index showing 10% earnings growth, the best since 2022 [2] - Consumer discretionary is favored due to improving unit demand and pricing, alongside a fiscal tailwind of $65 billion expected in 2026 [2] Tech Sector Analysis - Despite recent pressures, the fundamental setup for large-cap tech remains intact, with revenue revisions at 20-year highs [2] - The market is rewarding high capital expenditure to sales behavior, benefiting AI enablers and hyperscalers [2] Crypto Market Dynamics - The crypto market has seen significant volatility, with Bitcoin down approximately 40% from its October highs, raising concerns about leverage and liquidity [5] - Tokenization is expected to gain traction in 2026, with tokenized treasuries and stocks showing substantial growth [6] Ford's EV Strategy - Ford's US vehicle sales dropped about 5% in January, with EV sales collapsing by approximately 70% [5] - The company is working on a universal EV platform expected to be profitable by 2027-2028, while also exploring partnerships with Chinese OEMs [5] Uber's Business Model - Uber reported strong fourth-quarter results, with bookings up 22% and revenue up 20%, but guidance weighed on stock performance [5] - The long-term risk for Uber lies in the evolution of autonomous vehicles and potential market share loss to vendors like Waymo and Tesla [5]