Core Insights - Premium Chinese electric vehicle maker Zeekr plans to expand into more European markets in 2026, targeting France, the United Kingdom, Italy, and Spain [1] Company Expansion Plans - Zeekr is considering launching extended-range plug-in hybrid vehicles as part of its expansion strategy in Europe [1]

General Motors will be hit with charges of about $6 billion as sales of electric vehicles sputter after the U.S. cut tax incentives to buy them and also eased auto emissions standards. Shares slid about 2% before the opening bell Friday. The charges that will be recorded in the fourth quarter follow an announcement in October that the Detroit automaker would take a $1.6 billion charge for the same reason in the previous quarter, with automakers forced to reconsider ambitious plans to convert their fleets ...

Core Insights - Tesla investors are facing challenges due to declining vehicle deliveries and increased competition in the AI sector in 2026 [1] Group 1: Company Performance - Tesla has reported a decrease in vehicle deliveries, which is impacting investor sentiment [1] - The company is encountering heightened competition from other players in the AI market, which may affect its market position [1] Group 2: Industry Trends - The automotive industry is experiencing a shift with more companies entering the AI space, leading to intensified competition for Tesla [1] - The overall market dynamics are changing as AI technology becomes more integrated into vehicle manufacturing and features [1]

2026年1月9日，广汽集团披露接待调研公告，公司于11月12日接待淡水泉、个人投资者、才誉资产、 OPTIMAS CAPITAL、Fullgoal Fund、Allianz Asia等15家机构调研。 调研情况显示，调研涉及2025年下半年产销目标及保障措施，包括各月排产计划、销量目标、全年目标 达成预期及关键驱动因素与应对策略；2025年下半年至2026年初新车投放计划，含全新及改款车型的定 位、核心技术亮点与预期销量贡献；还关注价格竞争对重点车型及整体盈利的影响，以及公司在研发、 采购等全链条的降本增效措施与成果，及对行业竞争趋势的研判与应对思路。 同时，调研评估了一体化战略改革阶段性成果及深化路径，三年"番禺行动计划"中期进展与下一步举 措，"稳合资、强自主、拓生态"经营方针的落实成效；明确自主品牌（传祺、埃安、昊铂）差异化战略 深化与协同发展路径，厘清定位、目标市场与产品规划及协同机制；并涉及合资业务转型深化与本土化 创新进展，包括新车型投放、技术亮点、供应链与渠道优化；以及智能驾驶技术自研进展、量产搭载规 划及对外合作策略。 此外，调研还包括2025年海外销售目标达成进度、重点市场拓展策略及国际化 ...

Group 1: Economic Indicators - The latest non-farm payrolls report is expected to be positively influenced by seasonal hiring and the government restart [2] Group 2: Corporate Developments - Glencore and Rio Tinto have resumed discussions regarding a potential merger nearly a year after previous talks ended [3] - General Motors is facing an additional $7.1 billion writedown due to a reduction in electric vehicle production and operations in China [3] - Nvidia has appointed a former Google executive as its first marketing chief [7] - Disney plans to continue expanding its investments in China [7] - Tilray Brands reported record quarterly revenue, leading to a significant stock increase [8] Group 3: Legal and Regulatory Issues - The Supreme Court is expected to rule on the legality of President Trump's tariffs, which are designed to reduce the trade deficit and counter fentanyl trafficking [4] - The tariffs were enacted under the International Emergency Economic Powers Act of 1977, raising questions about whether they fall under taxation or regulatory powers [5] - There is uncertainty regarding whether a potential ruling against the tariffs would require refunds, with estimates suggesting that refunds could total around $130 billion [6] Group 4: Market Performance - In Asia, Japan's market increased by 1.6%, while Hong Kong and China saw modest gains of 0.3% and 0.9% respectively; India experienced a decline of 0.7% [8] - European markets showed positive movement with London up 0.4%, Paris up 0.8%, and Frankfurt up 0.3% [8] - Futures indicate a flat opening for the Dow, with slight increases for the S&P and Nasdaq [8]

BEIJING—China cemented its global lead in electric vehicles in 2025 with local brands grabbing further share from foreign carmakers in the world’s biggest car market. Nearly 13 million full EVs and plug-in hybrids were sold in China last year, accounting for 54% of the market. Because the leading EV makers—apart from Tesla (TSLA)—are Chinese companies such as BYD and Geely (GELYF), the electrification trend helped Chinese brands take nearly two-thirds of the passenger-car market. Most Read from The Wall ...

本文源自：金融界AI电报 瑞穗银行：将通用汽车(GM.N)目标价从90美元上调至100美元。 ...

智通财经APP获悉，香港联交所最新资料显示，1月6日，摩根大通增持浙江世宝(01057)962.2万股，每 股作价5.8857港元，总金额约为5663.22万港元。增持后最新持股数目约为1302.6万股，最新持股比例为 6%。 ...

Core Viewpoint - Polestar, the electric vehicle maker, has reported a significant increase in fourth-quarter vehicle sales, attributed to its strategic focus on the European market [1] Group 1 - The company experienced a sharp rise in vehicle sales during the fourth quarter [1] - The recent strategy of concentrating efforts on Europe has positively impacted sales performance [1]

Trump's plan to lower mortgage rates, Glencore and Rio Tinto in mega-merger talks, General Motors takes another big EV charge, and more news to start your day. ...