摩根士丹利认为，吉利汽车的股价在未来15天内绝对值将会上涨，估计此情境实现概率约70%至80%(即 极有可能)，评级"增持"，目标价24港元。大摩指，公司第三季净利润达38亿元，毛利率16.6%，优于上 半年的16.4%，且前三季核心盈利106亿元，仍有望达成全年150亿元目标。考虑到2026年强劲的产品规 划项目，大摩认为目前未来12个月共识市盈率9倍的估值(相较两年平均10至11倍)提供具吸引力的风险 回报比。 ...

Core Point - Honda is recalling 256,603 Accord hybrid vehicles in the U.S. due to a software error that may lead to loss of drive power [1] Company Summary - The recall affects a significant number of vehicles, specifically 256,603 Accord hybrids [1] - The issue is related to a software error, which poses a risk of losing drive power while operating the vehicle [1] Industry Summary - This recall highlights ongoing challenges in the automotive industry regarding software reliability and vehicle safety [1] - The incident may impact consumer confidence in hybrid vehicles and the brand's reputation [1]

记者丨金珊 庞华玮 编辑丨江佩霞 今天，全球市场动荡，多个 风险资产与避险资产同步下挫。 当地时间11月17日，欧美股市集体收跌。11月18日， 亚太主要股指收盘全线下跌，日经225指数收盘下跌3.22%，创自四月以来最大单日跌 幅， 韩国综合指数收盘下跌3.32%， 澳洲标普200指数收盘跌1.28%，新西兰标普50指数收盘跌1.16%。 从板块来看，AI应用概念逆势上涨，榕基软件、浪潮软件、宣亚国际、华胜天成2连板。半导体概念表现活跃，圣晖集成、龙迅股份涨停。机 器人概念股局部走强，首开股份5天3板。下跌方面，近期热门题材调整， 电池、煤炭、钢铁等板块跌幅居前， 福建板块重挫，福建金森、福 建水泥等多股跌停。 港股方面，截至15:40，恒生指数跌1.78%，恒生科技指数跌1.94%，小鹏汽车跌超10%，联想集团跌超4%，比亚迪股份、蔚来跌超3%。 A股三大指数低开低走， 截至收盘，沪指跌0.81%，深成指跌0.92%，创业板指跌1.16%。 沪指、深成指盘中跌超1%。沪深两市成交额1.93万 亿，较上一个交易日放量153亿。全市场超4100只个股下跌。 黄金一度失守4000美元关口，现货黄金最新报4005 ...

转自：新华财经 2025年11月17日，"2025中国数字汽车大赛·数字环驾中国大赛"在天津市武清区隆重启幕。本次赛事由中国经济信息社、中国汽车工程学会、北京理工大学 机械与车辆学院、北京亿维新能源汽车大数据应用技术研究中心联合主办。 11月17日，参赛车辆从天津市武清区V1汽车世界出发。 发车仪式 中国经济信息社党委书记、董事长潘海平介绍，本次赛事将通过全程实时数据采集，科学测评新能源汽车在长距离、复杂路况和极端环境下的性能表现，以 真实、全面、严苛的全环境体验，鉴证产品硬实力。比赛产生的数据将为新能源汽车绿色化、智能化迭代提供重要支撑。比赛呈现的沉浸式"车生活"体验也 将为跨界融合带来新创意。 广州汽车集团股份有限公司品牌公关部部长李新宇说，广汽组织五大品牌共同参与这次活动，昊铂HL、传祺向往S9、埃安i60、本田P7、丰田铂智3X五款新 能源车组成了联合车队，期待通过本次活动让全国用户真实见证广汽全系车型的高科技与高品质。 中国经济信息社党委书记、董事长潘海平 中国经济信息社党委书记、董事长潘海平 中国汽车工程学会副秘书长战静静说，本次赛事以"环驾中国"真实工况数据为赛题，聚焦数据挖掘、虚拟验证、智能算 ...

Core Viewpoint - Valeo has announced the redemption of €600,000,000 1.625 per cent. Notes due 18 March 2026, exercising its residual maturity call option, with the redemption date set for 18 December 2025 [1][4]. Company Overview - Valeo is a technology company that partners with automakers and new mobility players globally, focusing on making mobility safer, smarter, and more sustainable [2]. - The company has a strong technological and industrial leadership in four key areas: electrification, driving assistance systems, interior experience reinvention, and lighting, which are essential for the transformation of mobility and serve as growth drivers for the Group [2]. Financial Highlights - Valeo reported sales of €21.5 billion in 2024 and employs 106,100 people across 28 countries, with 155 plants, 64 research and development centers, and 19 distribution platforms as of February 28, 2025 [3]. Redemption Details - The total principal amount of the Notes being redeemed is €600,000,000, with accrued interest of €7,345,920 payable on the redemption date [4]. - Payment will be made to the Account Holders, including Euroclear France, Euroclear, and Clearstream, Luxembourg, which will discharge the issuer's liability under the Notes [4]. - Valeo has requested the cancellation of the Notes following the redemption [4].

每经AI快讯，理想汽车-W(02015.HK)跌近4%，触及72.6港元创去年9月以来新低，当前股价较年内高点 已跌超四成。截至发稿，跌3.71%，报72.6港元，成交额8.25亿港元。 （文章来源：每日经济新闻） ...

Investment Rating - The industry investment rating is "Overweight" indicating a positive outlook for the sector compared to the overall market performance [8]. Core Insights - The report emphasizes that intelligence will be a key theme in the market for 2026, with investment opportunities extending beyond smart driving to areas like Robotaxi. A data closed loop is identified as the core starting point for achieving full-stack self-research, which differs fundamentally from mere data collection [1][3]. - The establishment of a data closed loop is crucial for filtering effective information from massive data, enabling machines to understand data, feedback to correct models, and perform OTA updates for secondary verification. This requires not only data ownership but also the ability to identify data gaps and utilize data to enhance models [1][3]. - The report suggests that the scale of the data closed loop team (e.g., whether it reaches a hundred members) and related investments should be key indicators for assessing a company's commitment and capability for self-research [1][3]. Summary by Sections Data Closed Loop - The report highlights that when algorithm models are truly driven by PB-level data, it will create a competitive barrier that is difficult to replicate. Even if competitors acquire model architectures or poach key personnel, lacking a substantial underlying data accumulation will hinder their ability to replicate similar algorithm capabilities in the short term [2][4]. - Building a solid data closed loop is expected to provide companies with a certainty of competitive advantage for six months to a year. Companies like Xiaopeng, Li Auto, and Huawei are noted to have established a leading advantage in the smart driving sector, with a high degree of technical moat [2][4]. Investment Recommendations - The report recommends focusing on domestic strong alpha manufacturers such as BYD, Geely, and Xiaopeng, as well as companies that represent the trend of intelligence like Huawei's HarmonyOS. Attention is also drawn to companies like JAC Motors and Seres, with specific recommendations for Li Auto, Kobot, Desay SV, and Jingwei Hengrun [2]. - For state-owned enterprise integration, the report suggests monitoring SAIC Motor, Dongfeng Motor Group, and Changan Automobile. Additionally, it highlights component companies with strong performance growth and capabilities for overseas expansion, recommending Fuyao Glass, New Spring, Fuda, Shuanghuan Transmission, and Yinlun [2].

The future of public transportationTesla Robovan https://t.co/J8v8YnUheq ...

Elon Musk-led Tesla Inc. (NASDAQ:TSLA) has won a bid to reverse a 2017 class action lawsuit filed by the company's African American workers over alleged racial bias at the Fremont, California assembly plant.Over 6,000 Workers Cannot SueA California state judge ruled that over 6,000 workers at the assembly plant cannot sue, as many of the 200 workers set to testify at next year's trial against the automaker over alleged racial harassment were unwilling to do so, Reuters reported on Monday.The Judge, in the r ...

11月18日，雷军在社交平台宣布：广州车展，11月21日上午9点，小米汽车副总裁李肖爽会发布小米端 到端辅助驾驶新版本：HAD 增强版。 据此前报道，小米汽车官方7月29日宣布：1000万Clips版本小米端到端辅助驾驶面向小米 SU7 系列已开 始推送，支持小米SU7 Pro/ Max /Ultra 车型。据介绍，1000万Clips版本小米端到端辅助驾驶：加减速更 柔和，驾乘体感更舒适；绕行更灵活，决策更果断；路口通过更顺畅，对道路理解更深度。 此外，小米YU7车型全系出厂即搭载1000万Clips 版本端到端辅助驾驶。Clips指的是记录了驾驶行为的 视频片段，其中包含由激光雷达、摄像头、毫米波雷达等多种传感器同步记录的多模态数据，长度一般 为30秒至1分钟（「1000 万 Clips」指的是有1000万段视频片段）。在Clips的数量形成规模后，如达到 1000万这个量级，「端到端大模型」控车越自然流畅，乘坐感受越像老司机在开车。 雷军还称这个版本进步很大，小米车主可以关注一下。 （荆楚网） BE ZE YO II 4分钟前 来自 Xiaomi 17 Pro 团 收起 | □ 旋转 | 因 查看大图 ...