保时捷：今年前9个月交付量同比下降6%至212509辆，中国市场交付量同比下降26%至32195辆，北美地区同比增长5%至64446辆。 ...

Core Insights - The article discusses the current sentiment around AI investments and highlights 10 stocks that are gaining attention on Wall Street as AI continues to be a focal point for investors [2][5]. AI Market Sentiment - Analysts are debating whether the market is in an AI bubble, with Ohsung Kwon from Wells Fargo Securities suggesting that third-quarter earnings could exceed expectations by approximately 4%, particularly driven by AI semiconductor companies [2]. - The impact of tariffs from the Trump administration is anticipated to be felt in the fourth quarter, with Kwon expressing a lack of enthusiasm for sectors outside of AI [2][3]. Stock Highlights - **Bitmine Immersion Technologies Inc (BMNR)**: Recommended for its volatility, with two hedge fund investors backing it [6]. - **Snap Inc (SNAP)**: Noted for a recent stock rally due to expectations surrounding TikTok's potential changes, despite a disappointing earnings report. The company reported 432 million Daily Active Users (DAU), a 10% year-over-year increase, but revenue of $1.24 billion fell short of expectations [7][9]. - **Spotify Technology (SPOT)**: Gaining traction as it dominates Apple Music, with a significant increase in market share and revenue growth of 18% to €15.7 billion in 2024. The company has also turned a €311 million operating loss into a €1.4 billion profit [10][11]. - **Tesla Inc (TSLA)**: Analysts see potential for a breakout as shares gain momentum, with recent developments in its robotaxi business and new model introductions [12]. - **Oracle Corp (ORCL)**: The appointment of co-CEOs is seen as timely, although there are concerns about the effectiveness of dual leadership. Oracle's quarterly results exceeded expectations, and a new cloud deal could generate up to $30 billion in annual revenue [13][15]. - **Apple Inc (AAPL)**: Initial data on the iPhone 17 suggests a better-than-expected cycle, although the company faces challenges in maintaining its market position amid increasing competition in AI [17].

Core Insights - OPENLANE, Inc. has successfully closed the repurchase of 53% of its Series A Convertible Preferred Stock and amended its Credit Agreement to include an additional $550 million in secured term loans for financing these repurchases [1][2]. Group 1: Financial Performance - The financing was substantially oversubscribed, allowing the company to tighten pricing and secure a more favorable rate [2]. - The strong interest from the investment community highlights the robust cash generation characteristics of OPENLANE's asset-light digital marketplace [2]. Group 2: Company Overview - OPENLANE operates a digital marketplace for wholesale used vehicles, connecting automotive manufacturers, dealers, rental companies, fleet operators, and lending institutions [3]. - The company aims to provide a fast, fair, and transparent experience for its customers, facilitating smarter decisions and better outcomes [3].

Group 1: Company Developments - Saba Capital Management, L.P. purchased 46,649 shares of ASA at $46.50 each, increasing its total holdings to 4,703,326 shares, reflecting confidence in the company's potential [1][6] - ASA is preparing for an extraordinary general meeting to address critical proposals, including the cancellation of resolutions to liquidate and delist the company, indicating strategic shifts and potential growth avenues [2][6] - ASA's stock has shown significant volatility, with a 52-week high of $48.31 and a low of $19.37, reflecting market responses to recent developments [3] Group 2: Industry Innovations - Microchip Technology and AVIVA Links demonstrated interoperability with the ASA Motion Link (ASA-ML) standard, crucial for automotive connectivity and moving away from proprietary solutions [4] - The successful implementation of the ASA-ML standard highlights its scalability and importance in the automotive industry, aligning with ASA's strategic focus on innovation and technology [5][6]

Group 1 - First Phosphate welcomed Canada's Minister of Energy and Natural Resources, highlighting its commitment to supporting Canada's energy transition [1] - The company is developing a phosphoric acid plant in Port Sakin, Quebec, which is significant for establishing a sustainable North American supply chain for lithium iron phosphate batteries [2] - First Phosphate's flagship property in Quebec is noted for its high purity phosphate resources, which have minimal impurities, making it one of North America's rare ignous phosphate resources [2] Group 2 - AS Space Mobile has signed a commercial agreement with Verizon to provide direct to cellular satellite service, enhancing coverage in remote areas [3] - The partnership will integrate Verizon's terrestrial network with AS Space Mobile's low Earth orbit technology, allowing seamless smartphone connectivity without the need for special equipment [3] Group 3 - Masimo Group launched the Sentinel 570 HVAC UTV, the first in its premium Sentinel series, which features advanced comfort and performance attributes [4] - Power Bank has initiated a 6.9% megawatt DC ground mount solar project in New York, expected to qualify for incentives under the New York Sun Solar Program [4] - The solar project will operate as a community initiative, providing local residents with access to clean energy and monthly electricity bill credits without requiring rooftop installations [5]

Group 1: Global Trade and Economic Outlook - The World Trade Organization has reduced its 2026 forecast for global merchandise trade volume growth to 0.5% from 1.8%, attributing this to the anticipated lagged effects of U.S. tariffs [1] - Economic data indicates that U.S. consumer credit rose by only $0.36 billion in August, significantly below the expected $12.90 billion [2] - Germany's industrial production fell by 4.3% month-over-month in August, much worse than the expected decline of 1.0% [11] Group 2: Market Performance and Sector Movements - Wall Street's three main equity benchmarks closed lower, with notable declines in chip stocks such as Lam Research and Applied Materials, both dropping over 5% [4] - Homebuilder stocks also faced a downturn after Evercore ISI downgraded the sector, with D.R. Horton falling more than 6% [4] - The Euro Stoxx 50 Index increased by 0.36%, driven by gains in mining and bank stocks, while automobile stocks, particularly BMW, fell over 7% due to lowered earnings guidance [9][10] Group 3: Federal Reserve and Interest Rates - Fed officials are divided on the urgency of further rate cuts, with the FOMC having cut interest rates last month for the first time this year [6][7] - Fed Governor Stephen Miran supports continued easing of policy, while Minneapolis Fed President Neel Kashkari warns that sharp cuts could fuel inflation [2] Group 4: Corporate News and Earnings - Advanced Micro Devices rose over 1% in pre-market trading after an upgrade from DZ Bank [14] - Penguin Solutions tumbled over 22% in pre-market trading due to weaker-than-expected revenue and below-consensus guidance for FY26 [15]

#行情 宝马股价在法兰克福早盘交易中下跌5%。宝马预计，今年集团税前利润将较去年下降，此前预期是与去年持平。其汽车业务营业利润率预计将降至5%至6%之间。宝马预期今年自由现金流约为25亿欧元，低于此前最高50亿欧元的预期。现金流预期下调主要由于对经销商，尤其是中国经销商的付款支出增加。另一边厢，奔驰第三季度在中国的交付量暴跌27%，7月在中国市场零售量环比下降超过40%，为近五年来月销量首次跌破2.7万辆。 ...

Core Insights - The overall consumption market in Gongshu District remained stable during the National Day holiday in 2025, with 25 major commercial enterprises achieving a total sales revenue of approximately 8.15 billion yuan [1] - Significant sales growth was observed in large commodities such as automobiles and home appliances, driven by expiring replacement subsidies and new car purchase incentives [1] - The introduction of the fourth round of consumer electronics vouchers and promotional activities during the holiday contributed to a notable increase in sales, particularly for home appliances, which saw a year-on-year growth of 177% [1] Group 1: Sales Performance - Major shopping malls in Gongshu District launched over 80 themed promotional activities, effectively stimulating consumer engagement [3] - The Wulin business circle achieved a sales revenue of 3 billion yuan with a foot traffic of 5 million visitors during the holiday [3] - The Canal business circle reported a sales revenue of 2.1 billion yuan, reflecting a year-on-year growth of 6.6% [3] Group 2: Thematic Events and Activities - New Tian Di business circle integrated various festive elements to enhance nighttime consumption, attracting pet lovers through pet-friendly events [5] - The Daxing Canal Park created a "Cyber Season" theme carnival, combining industrial heritage with cutting-edge technology, featuring AI robot interactions and VR experiences [6] - The "潮聚武林CITYWALK" event in Wulin Road street aimed to create an engaging consumer experience through interactive activities, attracting over 600,000 visitors [5]

Core Points - The meeting between President Trump and Canadian Prime Minister Mark Carney is expected to be tense due to ongoing trade tensions and tariffs imposed by the U.S. on Canadian goods [1][2] - Canada has been significantly affected by U.S. tariffs on steel, aluminum, lumber, and trucks, with no resolution in sight [2][10] - The U.S. is leveraging its strong economy against Canada, which is facing economic struggles, to renegotiate trade agreements, particularly the USMCA [3][15] Trade Relations - The U.S. is reviewing the USMCA ahead of the 2026 deadline, indicating a shift in trade negotiations and rules [3][15] - Canada’s economy is described as being in turmoil, with a widening goods trade deficit and collapsing exports, which gives the U.S. leverage in negotiations [16][17] - The Canadian agricultural market, particularly in the egg sector, is criticized for its supply management system, which is seen as detrimental to Canadian consumers [9][10] Economic Impact - Canada’s residential housing market constitutes 43% of its GDP, highlighting its economic vulnerability [13] - The Canadian economy is described as being in "free fall," with an overblown housing market posing risks for future stability [14] - The U.S. aims to negotiate lower prices for steel and lumber to support affordable housing and manufacturing, which are critical for its own economy [12][15]

BMW lowered its annual guidance on persistently weak China sales, payments to dealers in the country and tariff costs https://t.co/7YX9Yib4TG ...