Core Viewpoint - Geely Automobile announced a share buyback plan, investing HKD 28.2814 million to repurchase 1.68 million shares on February 16, 2026 [1] Group 1 - The total amount allocated for the share buyback is HKD 28.2814 million [1] - The number of shares to be repurchased is 1.68 million [1]

Banking Industry - The European financial landscape is experiencing its most rapid consolidation in nearly two decades, highlighted by Nuveen's £9.9 billion takeover of Schroders, marking the end of the British firm's 222 years of independence [2] - Analysts at RBC Capital downgraded Schroders to Sector Perform from Outperform, raising the target price to 610p, indicating limited remaining upside as shares trade near the implied deal value [2] - EU banking M&A has surged to its highest level since the 2008 financial crisis, with February 2026 deal volume surpassing $60 billion [9] Automotive Industry - American automotive giants, including Ford and General Motors, are concerned about the rapid expansion of Chinese EV manufacturers like BYD and Geely, which are exploring joint ventures to produce cars domestically in the U.S. [4] - Ford CEO Jim Farley expressed mixed feelings about the efficiency of Chinese manufacturing, particularly after Xiaomi's EV success, warning that U.S. manufacturers must adopt similar techniques or face potential bankruptcies [5] Gold Market - The price of gold has reached unprecedented heights, recently exceeding $5,066 per ounce, driven by a "flight to safety" amid geopolitical instability [6] - The surge in gold prices has created challenges for the security industry, as the total value of bullion in vaults now exceeds the maximum limits of their insurance policies [7] Defense Industry - Germany is shifting its €108 billion defense budget towards high-tech autonomous systems and AI, responding to internal pressure to move away from traditional military investments [10] - The German government has approved a record €82.7 billion regular defense budget for 2026, with a focus on increasing funding for defense technology, including AI-powered drones [10] Legal and Regulatory Issues - The founders of Turkish delivery firm Getir have filed a $700 million lawsuit against Mubadala, alleging a breach of agreement during the restructuring of the company's assets [11] - The UK government is advancing plans to ban social media for teenagers under 16, aiming to address mental health concerns, which has drawn criticism from tech platforms [12]

After driving the China-made Xiaomi SU7 electric car on U.S. roads, @JoannaStern asks why American automakers are so far behind—and when these advanced vehicles will make it here. 🔗 https://t.co/CBVlGDIVlj https://t.co/33hu6cDi5k ...

Detroit’s big three automakers took a combined $50 billion hit in write-downs as they scale back their electric-vehicle businesses. To put that in perspective, that’s around the size of the US government bailout during the Great Recession. According to Kelly Blue Book figures, US electric vehicle sales fell 36% to 234,171 units in the fourth quarter of 2025. That’s a drop so steep that it calls for a Jeep Wrangler, if only the owner of the Jeep brand, Stellantis, weren’t the one smarting from the fall. Las ...

Core Insights - Elon Musk's net worth of $849.3 billion is primarily derived from his ownership stakes in Tesla and SpaceX, with less than 0.1% in cash [2] - Tesla is predominantly owned by retail investors and institutional funds, with over 80% of its shares held by these groups [2] - Predictions indicate a 78% probability that Musk could reach a $1 trillion net worth before 2027, especially following the merger of SpaceX with his AI firm xAI, which is valued at approximately $1.25 trillion [3] Company Performance - Tesla reported quarterly earnings of 50 cents per share, exceeding the consensus estimate of 45 cents by 12.36%, with total revenue of $24.9 billion, surpassing the analysts' estimate of $24.78 billion [4] - Tesla's stock has shown a strong long-term price trend, earning a solid Momentum rating, although it is currently trending downward in the short and medium term [4]

长沙晚报全媒体记者 曹开阳 随着除夕的来临，全新的马年正在走近。走过电动化狂飙、价格战白热化的蛇年，马年的中国汽车市场站在了存 量博弈与技术跃迁的十字路口。作为连续多年全球最大汽车市场和第一大汽车出口国，中国车市的每一次波动、 每一项突破，都牵动产业链与千家万户。 智能化方面，L3规模商用普及。国内智能驾驶马年进入无图化、端到端、L3量产三重拐点，政策放开与技术成熟 同步落地。华为乾崑ADS 4.0完成6亿公里仿真测试，将在马年实现高速L3规模商用、城区L4试点，问界、智界、 尚界全系搭载。小鹏汽车确立"物理AI商业化"目标，XNGP全场景智能驾驶覆盖95%城市道路，端到端大模型实 现算法轻量化，成本下探至20万元级车型。小米汽车依托生态优势，智驾系统聚焦城市通勤场景，硬件保守但算 法流畅，成为年轻用户首选。理想、蔚来等同步推进智能驾驶量产，理想瞄准家庭用户全场景安全，蔚来布局高 速与换电协同智驾，形成差异化梯队。 固态电池方面，半固态将批量上车，全固态电池完成小批量验证，续航、安全、补能三大痛点迎刃而解。东风汽 车率先发力，350Wh/kg半固态电池9月量产装车，续航突破1000公里，极寒环境续航保持率超8 ...

Core Insights - The Hongmeng Zhixing Zun Jie S800 luxury sedan achieved sales of nearly 3,000 units in January 2026, surpassing the combined sales of BMW 7 Series and Maybach S-Class, making it the top-selling large luxury sedan [1][3] - The vehicle is positioned as a "flagship of the era" with a price range of 708,000 to 1,018,000 yuan, and its sales in December reached 4,376 units, marking a month-on-month increase of approximately 104% [1][3] - Major cities for sales include Shenzhen, Guangzhou, and Shanghai, with Shenzhen leading at 213 units sold [3] Sales Performance - Total sales for January amounted to 2,625 units, with a significant increase in sales performance compared to previous months [3] - The Zun Jie S800's sales volume is reported to be nearly four times that of the Maybach S-Class, indicating strong market demand [1][3] Future Plans - Jiangqi Group's chairman, Xiang Xingchu, indicated plans to promote high-end versions of the Zun Jie S800 and to focus on high-quality mass production of subsequent models, including luxury MPVs and SUVs [4][5]

Key TakeawaysGold prices retreated to $5,020 per ounce as traders engaged in profit-taking following the release of mild US inflation figures.Nikkei 225 futures jumped 1.0% in early Monday trade, extending a historic rally for Japanese equities amid domestic political stability.US Consumer Price Index (CPI) rose just 0.2% in January, easing market fears of further aggressive interest rate hikes by the Federal Reserve.10-year Japanese Government Bond (JGB) futures rose 0.07 point, reflecting a slight cooling ...

Global EV Sales Overview - Global electric vehicle sales in January 2026 reached 1.2 million units, marking a 3% decrease year-over-year and a 44% drop from December 2025 [2] - The decline in sales is largely attributed to a significant downturn in the Chinese market, which is the largest EV market globally [1][4] Regional Performance - North America faced a challenging start to 2026, with EV sales dropping 33% year-over-year, marking the lowest monthly sales since early 2022 due to the expiration of federal EV tax credits [3][7] - In contrast, Europe demonstrated resilience with over 320,000 EVs sold in January, a 24% increase year-over-year despite a 33% decline from December [6] China's Market Dynamics - In China, EV sales fell 20% year-over-year and 55% from December, driven by new policies including a 5% purchase tax on EVs and changes to trade-in schemes [4] - The policy changes have contributed to a more market-driven environment for China's EV sector in 2026, following a challenging year for Tesla in 2025 [5] Emerging Markets - Outside major regions, EV sales nearly doubled in countries like South Korea, Brazil, and Thailand, indicating growth potential in these markets [6]

Core Insights - Rivian (RIVN) experienced a significant stock increase of 19.8% this week, closing at $17.73, while Tesla (TSLA) only gained 1.5% during the same period [1] - Rivian's Q4 earnings report revealed a gross profit of $120 million and a year-over-year cost improvement of over $7,200 per vehicle [1] - The company's software revenue surged 109% to $447 million in Q4, now constituting over one-third of total revenue [1] Financial Performance - Rivian's Q4 revenue reached $1.29 billion, exceeding estimates by $13 million, despite a 45% year-over-year decline in automotive revenue to $839 million [1] - The decline in automotive revenue was attributed to a $270 million drop in regulatory credit sales and reduced demand following the expiration of the federal EV tax credit [1] - Rivian reported an adjusted loss of $0.53 per share, better than the expected loss of $0.67, and ended the year with $6.08 billion in cash and equivalents [1] Product Development - The R2 SUV is scheduled for launch in Q2 2026, aimed at competing with Tesla's Model Y, with delivery guidance set at 62,000 to 67,000 units for 2026 [1] - Manufacturing validation for the R2 has been completed, and early reviews of pre-production builds have been positive [1] - Rivian's manufacturing facility expansion is complete, enabling rapid production scaling once R2 production begins [1] Software Revenue Growth - Software and services revenue increased significantly, driven by a joint venture with Volkswagen, which provides vehicle electrical architecture and software development services [1] - This segment's growth cushioned the impact of declining vehicle sales, indicating a shift towards a hybrid technology platform model [1] - The software revenue growth suggests a potential for higher margins compared to traditional vehicle manufacturing [1]