Key Takeaways AT&T partners with Mitsubishi to integrate 5G connectivity directly into the Outlander SUV.5G enables faster navigation, smoother infotainment, and remote software updates for the vehicle.Selected Toyota models and AI entertainment platforms also adopt AT&T's 5G for in-car experiences.AT&T Inc. ((T) has partnered with Mitsubishi Motors North America to bring advanced 5G connectivity to the upcoming Mitsubishi Outlander SUV. This integration will provide high-speed, reliable in-car connectivity ...

A Ford mustang is seen at a used car dealership in Montebello, California on May 5, 2025.DETROIT – Prices of used vehicles are expected to rise this year but at a historically stable rate, according to auto data and insights firm Cox Automotive.Cox on Thursday forecast that wholesale prices on its Manheim Used Vehicle Value Index will end this year 2% higher than December 2025. The index tracks prices of used vehicles sold at its U.S. wholesale auctions. This year's increase would compare with 0.4% increase ...

While the proven Zacks Rank places an emphasis on earnings estimates and estimate revisions to find strong stocks, we also know that investors tend to develop their own individual strategies. With this in mind, we are always looking at value, growth, and momentum trends to discover great companies.Looking at the history of these trends, perhaps none is more beloved than value investing. This strategy simply looks to identify companies that are being undervalued by the broader market. Value investors use fun ...

Core Insights - The Chinese electric vehicle (EV) industry is experiencing a dual breakthrough in scale and brand, as evidenced by multiple companies reaching the milestone of producing their one-millionth vehicle [1][3]. Group 1: Milestones in Production - NIO's one-millionth vehicle, a green ES8, was produced at its advanced manufacturing facility in Hefei and donated to the Mozi Quantum Technology Foundation [1]. - Other companies like Leap Motor and Xpeng have also announced their one-millionth vehicle production, indicating a significant trend in the industry [1][3]. Group 2: Market Dynamics and Innovations - The collaboration between Huawei and JAC Motors to produce the high-end S800 model, priced over 1 million yuan, signifies a breakthrough in the luxury EV segment [1][3]. - The entry of tech companies like Huawei and Xiaomi into the automotive sector is reshaping the industry by integrating technology and manufacturing, thus enabling traditional automakers to focus on production and integration [5]. Group 3: Industry Growth Statistics - According to the China Association of Automobile Manufacturers, from January to November 2025, the production and sales of new energy vehicles reached 14.907 million and 14.78 million units, respectively, marking year-on-year growth of 31.4% and 31.2% [5]. - The Chinese EV industry is transitioning from survival mode to a phase focused on value creation, indicating a maturation of domestic brands [5].

Shareholders also understood that the plan aligns leadership incentives with Tesla’s mission. Success is defined by operational breakthroughs, innovation, and value creation on a scale few companies have ever attempted. This is not compensation for maintaining the status quo. It is compensation for executing upon Elon Musk’s vision of Sustainable Abundance by launching groundbreaking AI technologies into the physical world, supporting the creation of a future yet to be realized.Even excluding shares held by ...

本文源自：金融界AI电报 通用汽车(GM.N)涨1.4%，此前派杰投资将其评级从中性上调至超配。 ...

多家车企密集推出降价促销活动，以应对新能源汽车购置税的影响。 五菱汽车宣布对旗下多款新能源车型给予购置税全额补贴，并有至高8000元置换补贴、至高5000元限时金融贴息等优惠政策。 此外，东风、奇瑞、深蓝、一汽大众、广汽丰田等传统车企也陆续针对旗下部分品牌或部分车型展开了新年降价促销。 业内普遍认为，车企开年加码优惠，主要是为了对冲新能源汽车加征购置税带来的影响。 根据现行新能源汽车购置税减免政策，2026年和2027年购置新能源汽车将实施减半征收购置税政策，减免税额不超过1.5万元。以特斯拉Model Y为例，消 费者在2026年1月1日后购置最低配置Model Y，相比2025年需多支出约1.16万元。 1月6日，特斯拉中国发布购车优惠，针对特斯拉Model 3/Y/Y L推出"7年超低息"购车方案，以Model Y为例，首付为7.99万起，月供最低可至1918元；上述 车型也可选择"5年0息"购车方案；其中Model Y L系首次参与。 紧随其后，广汽集团也宣布旗下自主品牌开展优惠活动，包括限时购置税兜底政策、金融贴息政策，以及对置换或报废进行额外补贴等。以广汽传祺为 例，广汽方面称，包含"国补"、购车 ...

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the ...

Core Insights - Lucid Group (LCID) ended 2025 with strong operational momentum, achieving record deliveries and a production ramp that reset expectations, while profitability and cash flow remain critical factors for investors to monitor [1] Delivery Performance - Deliveries reached 15,841 vehicles in 2025, marking a 55% year-over-year increase. Fourth-quarter deliveries totaled 5,345 units, a 31% sequential rise, and surpassed the 3,099 units delivered in the same quarter last year, resulting in eight consecutive quarters of record deliveries [2] Production Highlights - Full-year production totaled 18,378 vehicles, with a significant fourth-quarter surge to 8,412 units, representing a 116% increase from the third quarter and a 148% increase compared to the fourth quarter of 2024, allowing Lucid to meet its year-end production target after a slow first half [3] Product Mix and Revenue Quality - The Gravity SUV became the majority of fourth-quarter production, reflecting a shift in order mix towards Gravity during the third quarter. This shift supported higher average selling prices as the company expanded the Gravity lineup, improving revenue quality alongside volume [4] Operational Adjustments - Management added a second shift in October to sustain the Gravity-led production cadence. The introduction of Gravity Touring is expected to broaden the addressable market, favoring higher-value configurations as 2026 progresses [5] Financial Overview - Margins were near triple-digit negative in Q3 2025, impacted by tariffs (approximately a 13-point hit to GAAP gross margin) and inventory effects related to the fourth-quarter ramp. Adjusted EBITDA losses widened year-over-year in Q3 due to persistent supply chain costs and launch expenses [6] - Free cash outflow was approximately $956 million in Q3, driven by elevated R&D, SG&A, and program investments. For 2025, management guided capital expenditures of $1-1.2 billion, indicating continued negative free cash flow in the near term despite improved volumes. Liquidity stood at $4.2 billion at the end of Q3 2025, with an undrawn delayed-draw term loan facility expanded to roughly $2 billion [7] Revenue Estimates - The Zacks Consensus Estimate for 2025 and 2026 revenues indicates a year-over-year increase of 55% and 77%, respectively, aligning with stronger unit volume and a richer model mix following Gravity's transition to majority production in Q4 [8] Competitive Landscape - While LCID recorded a year-over-year increase in 2025 deliveries, competitors like Tesla (TSLA) and Rivian (RIVN) experienced declines. Rivian delivered 42,247 vehicles in 2025, down from 51,579 in 2024, while Tesla delivered over 1,635,000 vehicles in 2025 compared to more than 1,789,000 in 2024 [9][10] Investor Considerations - Lucid enters 2026 with production momentum and a Gravity-driven mix that enhances sales potential. However, the stock currently holds a Zacks Rank 4 (Sell) and a VGM Score of F, indicating near-term challenges as the market evaluates cash burn, tariffs, and supply variability against improving execution. The investment outlook now depends on the speed of margin recovery and moderation of cash burn amid a volatile cost environment [11]

Core Insights - Lucid Group (LCID) is currently trading at a discount compared to its peers, with mixed fundamentals following a challenging year [1] - The Gravity SUV is positively impacting the product mix, but issues with margins and cash burn remain significant concerns [1] - Management's ability to execute on deliveries, cost management, and capital allocation will be crucial for narrowing the performance gap with peers by 2026 [1] Stock Performance - LCID stock has declined over 60% in the past year, underperforming the industry and broader market, which saw increases of approximately 15% and 12% respectively [2] - The S&P 500 index rose about 20% during the same period [2] Delivery and Production - Lucid achieved record deliveries of 15,841 vehicles in 2025, marking a 55% year-over-year increase, driven primarily by the Gravity SUV [5][12] - In contrast, competitors like Rivian and Tesla experienced declines in deliveries during the same period [12] Financial Position - A larger delayed-draw term loan facility and a strategic investment have extended the company's cash runway into the first half of 2027, allowing time for the Gravity SUV and midsize program to scale [6] - LCID's valuation stands at approximately 1.57x forward twelve-month sales, significantly lower than the sub-industry average of 3.28x and the S&P 500's 5.25x [7] Profitability and Margins - Despite the increase in deliveries, Lucid continues to face deep negative margins due to supply chain costs and tariffs, which are pressuring profitability [5][14] - The company is expected to see revenue growth through 2026 as the Gravity SUV and other models expand the addressable market [13] Future Outlook - The upcoming Atlas powertrain and collaborations aimed at achieving Level 4 autonomy could enhance unit economics and product appeal if executed on schedule [13] - The focus remains on improving profitability and cash generation, with any progress in cost management or tariff relief being critical for future valuation [14] Investment Sentiment - Lucid currently holds a Zacks Rank of 4 (Sell) and a VGM Score of F, indicating potential underperformance in the near term [9] - The company is set to report Q4'25 results on February 24, 2026, with key areas of focus including the ramp-up of the Gravity SUV and commentary on delivery, production, and capital expenditures [15]