国海证券研报指出，长城汽车2025年销量创新高，看好硬派越野扩容。2025年12月实现销量12.4万辆， 同比-8.3%。2025年公司销量为132.4万辆，同比+7.3%，创集团全年销量新高。坦克+WEY牌推动高端 化升级，欧拉焕新重塑经济型新能源布局。公司海外竞争优势稳固，盈利确定性较高，随未来产品推 出，公司销量整体趋势向上，预计公司未来收入等业绩指标持续向好，看好公司未来发展，维持"增 持"评级。 ...

Group 1 - The core theme of the event is "Intelligent Order of the Future," focusing on how AI and smart technologies are reshaping industries and societal norms [1][2] - The event will feature discussions on practical breakthroughs in smart technology, including case studies on how specific products redefine user experiences and industry standards [2][3] - The event aims to foster cross-industry dialogue among leaders in smart automotive, consumer electronics, robotics, and investment sectors, exploring new business logic and societal forms as industry boundaries dissolve [2][5] Group 2 - The event will announce the Annual Trend Awards, recognizing innovators and predicting future industry shifts based on their achievements [3] - The format of the event encourages participants to engage in critical thinking rather than providing standard answers, highlighting the challenges of repositioning in a rapidly evolving technological landscape [5]

阶跃星辰在智能座舱领域的技术积累此前已获行业认可。2025年，其智能座舱系统AgentOS曾获"高工汽车金球奖·年度技术突破奖"。此次与吉利合作落地的 银河M9自2025年上市后，在国内市场取得较好反响，累计销量已达3.9万辆，成为同级别混动SUV中的热门车型。 据悉，吉利银河M9所搭载的语音交互系统采用了阶跃星辰最新推出的端到端语音模型Step-Audio 2。该模型突破了传统车载语音交互中常见的响应延迟、机 械感强、上下文理解不足等瓶颈，实现首音响应时间在0.7秒以内，并支持语音情感识别、个性化音色定制及长短期记忆等功能，可根据用户偏好自动调节 座舱环境。 在CES展台现场，多位海外观众体验后表示，该系统交互自然流畅，"更像真人对话"。有观众指出，系统不仅能理解语义，还能感知情绪并作出共情式回 应，使汽车从交通工具逐步演变为具备情感交互能力的"第三空间"。 【环球网科技报道 记者 李文瑶】当地时间1月6日至9日，在美国拉斯维加斯举办的2026年国际消费电子展（CES 2026）上，中国人工智能企业阶跃星辰与 吉利汽车联合展示了基于端到端语音大模型的智能座舱交互系统，搭载该系统的吉利银河M9车型以自然、低延 ...

Vi e w p o i n t | 07 Jan 2026 21:53:55 ET │ 12 pages Hesai (HSAI.O /2525.HK) Hesai sets 26E Capacity +100% YoY to 4mn units (versus our sales target 3.67mn units) CITI'S TAKE Hesai at CES 2026 showcased its latest LiDAR technologies covering ADAS and robotics, but also announced significant partnerships with companies like NVIDIA (Global L4 and Robotaxi Ecosystem Building on NVIDIA), doubling its annual production capacity to 4mn units, and steady progress at its Thailand factory with capacity expansion. S ...

Core Viewpoint - The company Xpeng aims to rebrand itself as a "physical AI" company rather than merely a car manufacturer, indicating a strategic shift towards advanced technologies beyond traditional automotive offerings [1] Group 1: Company Strategy - Xpeng is preparing to launch street trials of robotaxis, showcasing its commitment to integrating AI technology into transportation solutions [1] - The company plans to start mass production of humanoid robots later this year, further emphasizing its focus on AI and robotics [1]

Core Viewpoint - General Motors (GM) has indicated that its electric vehicle (EV) strategy is incurring significant costs, with substantial charges expected in the fourth quarter and ongoing financial impacts anticipated in the future [1][2]. Financial Impact - GM will record approximately $6 billion in fourth-quarter charges related to its EV plans in the US, along with an additional $1.1 billion for restructuring in China [1]. - The charges are primarily due to contract cancellations, supplier settlements, and asset writedowns, reflecting a decline in demand for battery-powered vehicles [1]. - A $1.6 billion writedown was recorded in the third quarter as GM began to shift its strategy following regulatory changes [3]. Sales Performance - EV sales for GM fell by 43% in the fourth quarter after the expiration of the consumer tax credit, prompting a rollback of its EV plans in favor of hybrids and gas-powered vehicles [4]. - Despite the financial setbacks, GM plans to continue offering its existing electric models to consumers [2]. Industry Context - GM's profit warning follows Ford's announcement of a $20 billion reduction in EV production due to similar challenges, including lower-than-expected demand and regulatory changes [5]. - Other automakers, such as Honda, Jeep, and Ram, have also adjusted their EV strategies, with Porsche announcing a $2.2 billion hit as it shifts focus back to hybrids and gas vehicles [6].

NEW YORK (AP) — U.S. stocks hit records Friday following a mixed report on the U.S. job market, one that may delay another cut to interest rates by the Federal Reserve but does not slam the door on it. The S&P 500 climbed 0.6% and topped its prior all-time high set earlier in the week. The Dow Jones Industrial Average added 237 points, or 0.5%, and likewise set a record, while the Nasdaq composite led the market with a 0.8% gain. The moves came after the U.S. Labor Department said employers hired fewer ...

Market Overview - Benchmark indices Sensex and Nifty experienced a decline in early trade due to foreign fund outflows and concerns over potential US tariff hikes [1][3] - The BSE Sensex fell by 78.84 points to 84,102.12, while the NSE Nifty decreased by 21.50 points to 25,850.85 [1] - The previous trading day saw the Sensex drop by 780.18 points (0.92%) to 84,180.96 and the Nifty tumble by 263.90 points (1.01%) to 25,876.85 [2] Institutional Activity - Foreign institutional investors sold equities worth ₹3,367.12 crore, while Domestic Institutional Investors (DIIs) purchased stocks worth ₹3,701.17 crore [3] - The Indian equity market is characterized by a cautious sentiment following the significant sell-off in the previous session [3] Sentiment and External Factors - Concerns regarding potential US tariff actions related to India's Russian oil imports have contributed to fragile market sentiment [4] - The lack of progress in US-India trade discussions is causing caution among institutional investors, particularly foreign ones [4] - In contrast, Asian markets showed mixed performance, with South Korea's Kospi, Japan's Nikkei 225, and Shanghai's SSE Composite indices trading higher, while Hong Kong's Hang Seng index declined [4] Commodity Prices - Brent crude oil prices increased by 0.53% to $62.32 per barrel [5]

每经记者｜孙磊 每经编辑｜裴健如 图片来源：产品申报图 1月9日，华为常务董事、产品投资评审委员会主任、终端BG董事长余承东在社交平台发文，为鸿蒙智行旗下首款MPV车型智界V9预热。 余承东称："智界V9，旗舰大作！MPV从此大有不同！超大气场！超大空间！超强安全！超长续航！春天见 ！" 1月8日，工信部发布了第403批《道路机动车辆生产企业及产品公告》新产品公示。公示信息显示，智界V9完成申报。 "我们预计，2026年，智选模式下的新车有望达到10款左右。"中信证券方面称，"根据各车企公告和官方微信公众号信息，智选首款MPV智界V9将于2026年 3月正式发售，2026年三季度尊界MPV、享界MPV也将先后上市。" 中信证券认为，受益于智能化技术以及"汽车+电子产品"生态布局，2026年，鸿蒙智行整体市场份额有望实现增长。 申报信息显示，新车长宽高为5359mm×2009mm×1859×1879mm，轴距为3250mm，产品名称为"插电式增程混合动力多用途乘用车"，车内采用7座布局，电 池有宁德时代三元锂、磷酸铁锂版本。 ...

General Motors Co. (NYSE:GM) has announced it took a $7.1 billion charge related to EVs amid a pivot away from EV efforts. GM had earlier announced a $1.6 billion EV charge.Capacity Changes, Contract CancellationsThe automaker announced it took a $6 billion charge related to EVs, comprising capacity changes and more, an SEC filing showed on Thursday. Of the $6 billion, over $4.2 billion is related to supplier commercial settlements, as well as contract cancellation fees, the automaker said. The other $1.8 b ...