日本政府周四将截至2026年3月的经通胀调整的GDP增长预期从1月份预测的1.2%下调至0.7%，反映出人们担心美国关税将使日本企业对资本支出更加谨慎，并拖累出口，而这两者都是日本经济增长的关键推动力。外汇交易员 (@myfxtrader):丰田将全年营业利润预估下调16%（从3.8万亿日元下调至3.2万亿日元），预计美国对进口汽车征收关税将带来1.4万亿日元（约95亿美元）的冲击，并将努力应对原材料价格上涨和日元走强。 ...

Core Insights - President Trump's tariff policy is significantly impacting Japan's auto industry, with Toyota expecting a reduction in operating income for the 2026 fiscal year by 1.4 trillion Japanese yen ($9.5 billion), which is 1.2 trillion yen higher than its initial forecast [1] - Honda reported a 50% year-over-year decline in operating profits, attributing a loss of approximately 122 billion Japanese yen to tariffs, with a potential total impact of 450 billion yen for the year [3] - A recent trade deal between the US and Japan has lowered tariffs on Japanese auto imports from 25% to 15%, providing Japanese automakers a competitive edge over American rivals like Ford and GM, who still face a 25% tariff [4] Company-Specific Insights - Toyota's operating income in North America has declined due to tariffs, with the company citing "exchange rate fluctuations and increased expenses" as contributing factors [2] - Honda has adjusted its full-year operating profit forecast upward by 40%, indicating that the impact of tariffs may be less severe than initially expected [3] - Ford's CEO expressed concerns that the trade deal gives Japanese automakers a "meaningful advantage," potentially allowing them to undercut Ford models by up to $10,000 [5]

理想i8发布才一周就光速改配，把原来的三个版本合成了一个标准版，配置升级还降价1万，直接比原 来便宜2万。配置升级价格降，谁不说一句真香。 ...

点 击 蓝 字 关 注 我 们 本文全文共 1916 字，阅读全文约需 6 分钟 本月将有4款重磅新车上市，它们分别是 奥迪Q6L e-tron、奥迪A5L、银河A7 和 问界 M8 纯电 。 | | No. 生产厂商 | 产品 | 燃料物式 | 级别 | | 工改模 预上市时间 | 亮点 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 一汽奥迪 | Q6L e-tron | 起电 | B SUV | 新车 | 2025/08 | 基于PPE平台打造,搭载华为乾慧驾 驶辅助与宁德时代800伏电池,最高 | | | | | | | | | 续航752公里,配备五屏联动与88英 | | | | | | | | | 寸指头显示 | | 2 | 一汽奥迪 | A5L | 燃油 | B Sedan | 换代 | 2025/08 | 奥迪全新PPC豪华燃油智能平台车型 它采用奥迪最新的E3 1.2电子电气架 | | | | | | | | | 构,具备高算力、高扩展性及灵活 | | | | | | | | | 的迭代能力 | | 3 | 吉利汽车 | 银河 ...

You probably don’t need me to tell you that Chinese stocks are in a rough spot. Everything that had been going on hurt the Chinese market and its reputation badly - trade war, geopolitical tensions, and the endless stream of negative press. There’sI’m passionate about finance and investing, focusing on business analysis, fundamental analysis, valuation, and long-term growth, especially in sectors like AI, fintech, finance and tech. I study finance and economy and have hands-on experience in equity research, ...

Core Perspective - VinFast's strategic vision emphasizes making electric vehicles (EVs) accessible to a broader audience, transcending traditional car definitions to serve as companions that meet diverse needs at affordable prices [1][11] Group 1: Market Trends and Consumer Behavior - A study indicates that older generations, particularly Baby Boomers and Gen X, are increasingly adopting advanced technology, reflecting a global trend towards high-tech products that enhance convenience and quality of life [2] - As these generations seek exploration and connection, their expectations for vehicles have evolved beyond mere transportation to include relaxation and discovery [4] Group 2: Product Design and Features - The VinFast VF 8 is designed to cater to modern lifestyles, featuring a sophisticated design by Pininfarina, luxurious interiors, and advanced safety features, making it a versatile vehicle for various uses [3][6] - The design philosophy of "Dynamic Balance" combines modern luxury with practicality, ensuring aesthetic appeal while enhancing performance and efficiency [7][8] - The interior of the VF 8 incorporates high-end materials and technology, including heated and cooled seats and a 15.6-inch central display, creating a premium driving experience [9] Group 3: Pricing and Value Proposition - VinFast's market entry strategy focuses on high-quality products, inclusive pricing, and strong after-sales support, with the VF 8 starting at competitive prices of $39,900 for the Eco version and $44,900 for the Plus version [11][12] - Attractive lease options starting at $279 per month and financing offers with 0% interest make ownership more accessible [12] - The VF 8 is well-equipped for its price point, offering features like premium vegan leather upholstery and advanced driver-assistance systems, enhancing the overall value proposition [13][14] Group 4: Safety and Technology Integration - Safety is prioritized in the VF 8, featuring 11 airbags and a comprehensive Advanced Driver-Assistance System (ADAS) that includes various assistive technologies for enhanced driving safety [14] - The VF Connect app adds convenience and personalization, allowing drivers to tailor their experience and access entertainment options [15]

Tesla is a car company they tell me.This is inside Cortex the most powerful computer ever made.https://t.co/jMw1FjX2jQ ...

Core Viewpoint - Tesla has been fined $240 million in the U.S. due to data deletion and accidents involving autonomous driving, and similar issues are emerging in China, raising concerns about trust among Tesla owners [1] Group 1 - Tesla faces significant penalties for data management and safety issues, indicating regulatory scrutiny [1] - The company's reputation is at risk as public trust may diminish due to repeated incidents [1] - There are voices defending Tesla, suggesting a divide in public perception influenced by capital interests [1]

FY2026 Forecast Revision - Toyota revised its FY2026 operating income forecast downward by 06 trillion yen, from 38 trillion yen to 32 trillion yen [5] - The impact of US tariffs is estimated to be 14 trillion yen, a downward revision from the previous forecast of 12 trillion yen [5] - Consolidated vehicle sales forecasts remain unchanged at 98 million units [35] FY2026 First Quarter Performance - Operating income for the first quarter of FY2026 was 11661 billion yen, a decrease of 1423 billion yen year-on-year [15] - Net income attributable to Toyota Motor Corporation decreased by 4920 billion yen to 8413 billion yen [15] - Total retail vehicle sales increased by 73% year-on-year, reaching 2829 thousand units [11] Sales Performance - Toyota and Lexus vehicle sales increased by 61% year-on-year, reaching 2643 thousand units [11] - Electrified vehicle sales increased by 171% year-on-year, reaching 1259 thousand units, representing 476% of total retail vehicle sales [11] - Consolidated vehicle sales increased by 71% year-on-year to 2411 thousand units [13] Financial Analysis - Sales revenues increased by 4154 billion yen to 122533 billion yen [15] - The operating income margin decreased from 111% to 95% [15] - The analysis of consolidated operating income indicates a negative impact of 4500 billion yen due to tariffs [19] Regional Performance - In North America, vehicle sales increased by 142% [22] - In Asia, vehicle sales increased by 127% [22] - China Business operating income of consolidated subsidiaries increased by 104 billion yen [27] Financial Forecasts - Sales Revenues are forecasted to be 485 trillion yen [38] - Net Income Attributable to Toyota Motor Corporation is forecasted to be 266 trillion yen [38]

Toyota Motor lowers its annual guidance as the carmaker warned of a $9.5 billion hit to operating income from US tariffs on imported cars https://t.co/zwq0QgEntf ...