我国科学家打造出安全、抗冻、耐热新型电池 速腾聚创：预计2025年第四季度首次实现单季度盈利 2月18日蔚来换电单日总量达15.83万次，再创历史新高 财经新闻 1. 据央视新闻报道，天津大学许运华教授团队联合华南理工大学黄飞教授团队等，成功研制出一种新型 有机正极材料，突破了传统有机锂电池"电量低""难以实用化"等瓶颈。相关研究成果于北京时间2月19 日在线发表于国际学术期刊《自然》。研究团队在一种新型导电聚合物材料基础上，系统调控了材料中 电子与锂离子的"协同传输"效率，成功研制出一种兼具优异电子导电性、锂离子快速传输能力和高储能 容量的有机正极材料。基于此材料，团队制备出一款能量密度超过250瓦时/公斤的有机软包电池，这一 数值已超越目前广泛使用的磷酸铁锂电池。这款电池展现出卓越的温度适应能力，不仅能在-70℃到 80℃的温度下正常工作，还兼具良好的柔韧性与安全性。 2. 国务院安委办、应急管理部2月19日召开紧急视频调度会，要求高度重视防范烟花爆竹安全风险，严 格落实烟花爆竹"五个严禁、三个务必"八项硬措施，抓实全链条安全监管，坚决避免各类事故发生。 3. 据新华社报道，我国科学家近日在光通信和6G领 ...

The S&P 500 (SNPINDEX:^GSPC) inched up 0.05% to 6,836.17 as cooler inflation data steadied sentiment. The Nasdaq Composite (NASDAQINDEX:^IXIC) slipped 0.22% to 22,546.67, and the Dow Jones Industrial Average (DJINDICES:^DJI) added 0.10% to 49,500.93. All three finished the week in the red, with the Nasdaq shedding 2.10% in the past five days. As we head into a long weekend with U.S. markets closed for Presidents’ Day on Monday, investors are trimming risks. Market movers Semiconductor manufacturer Appl ...

1,066,816-$9.355.76%$153.02[Norwegian Cruise Line][NCLH]• Vol: 11,653,854-$1.064.54%$22.20[Expedia][EXPE]• Vol: 1,713,227-$10.144.46%$217.10[Seagate Technology] [STX]• Vol: 1,043,163-$19.074.42%$412.10[Caesars Entertainment][CZR]• Vol: 767,947-$0.753.95%$18.25 Market Movers: Here's Why Applied Materials is Up 13% - 24/7 Wall St.[S&P 5006,856.70 +0.13%][Dow Jones49,527.00 +0.07%][Nasdaq 10024,822.00 +0.25%][Russell 20002,648.43 +1.25%][FTSE 10010,440.00 +0.04%][Nikkei 22557,478.00 +0.81%][Stock Market Live F ...

Core Viewpoint - Electric vehicles (EVs) were previously a highly discussed topic on Wall Street, indicating significant interest and investment potential in the sector [1] Industry Summary - The electric vehicle market has experienced rapid growth and transformation over the past few years, capturing the attention of investors and analysts alike [1]

Group 1: AI and Technology Sector - European stocks are opening cautiously due to skepticism about returns on AI infrastructure investments [1] - OpenAI has alerted U.S. lawmakers about Chinese startup DeepSeek using advanced techniques to replicate AI model behavior [1] - Microsoft AI head stated that most computer-based roles could be automated within 12-18 months as the company pushes for "professional-grade AGI" [2] - Cisco Systems provided a weaker-than-expected profitability forecast, indicating that higher memory-chip prices are impacting its performance [6] Group 2: Automotive and Electric Vehicle Industry - Rivian Automotive exceeded fourth-quarter expectations and aims for a significant increase in vehicle deliveries this year [3] Group 3: Economic Indicators and Market Reactions - U.S. stocks fell as concerns grew over AI's potential impact on revenues and profit margins across various sectors, including financial and commercial real estate [6] - Treasury yields reached two-month lows as first-time unemployment claims decreased less than expected and existing home sales hit a two-year low [7] - The tech-heavy Nasdaq Composite dropped by 2%, the S&P 500 fell by 1.6%, and the Dow declined by 1.3% [7] Group 4: Commodity Markets - Gold prices rose over 1% after a previous decline of 3%, influenced by diminishing hopes for Federal Reserve rate cuts [5] - Oil prices continued to decline, pressured by a bearish outlook from the International Energy Agency and prolonged diplomatic talks between the U.S. and Iran [5]

Core Insights - The volume of outbound mergers and acquisitions (M&A) from Greater China reached approximately $12 billion in January, marking the highest figure for the first month of a year since 2017 [1] - The increase in outbound M&A activity is attributed to heightened competition, fewer domestic opportunities, and renewed confidence among local brands, supported by Beijing's approval for strategic asset acquisitions [1][12] - Chinese companies are particularly interested in markets with lower regulatory hurdles, including consumer and retail sectors, as well as critical metals and technology [1][8][12] Outbound M&A Activity - Notable acquisitions include Luckin Coffee's potential bids for Blue Bottle Coffee and Costa Coffee, and HSG's interest in Leica Camera AG [5][11] - The Aluminum Corporation of China is acquiring a controlling interest in Cia. Brasileira de Alumínio, while CMOC Group and Jiangxi Copper Co. are making significant acquisitions in Brazil [8][11] - The strong performance of stock markets, such as Hong Kong's Hang Seng Index, has bolstered corporate confidence, facilitating increased M&A activity [6][11] Market Dynamics - The competitive landscape in China is driving innovation and positioning companies favorably for international expansion, particularly in Europe and Southeast Asia [9][12] - Private companies in China are often sector leaders, having developed the necessary scale and capabilities to compete globally [12] - The fast-growing data center sector is attracting investment, with companies like DayOne Data Centers planning expansions and IPOs [10][12] Strategic Considerations - The appetite for overseas expansion includes sensitive sectors, which may lead to complications in negotiations, as seen in the case of CK Hutchison Holdings Ltd. [7][11] - Companies are proactively advancing strategic priorities in a constructive M&A environment, supported by a dynamic global backdrop [11]

Economic Overview - Confidence in economic strength eroded sharply following the worst Existing Home Sales report in four years, leading to a significant drop in bond yields and a market selloff [1][9] - Existing Home Sales fell from a 12-month high of 4.27 million seasonally adjusted annualized units to 3.91 million in January, marking an 8.4% decline, the largest one-month drop since February 2022 [3][9] Market Reactions - The Dow dropped 669 points (-1.34%), the S&P 500 fell 108 points (-1.57%), the Nasdaq decreased by 469 points (-2.03%), and the small-cap Russell 2000 declined by 53 points (-2.01%) [1] - AI disruptions impacted commercial real estate companies like CBRE and Jones Lang LaSalle, which saw declines of 8.8% and 7.5%, respectively [2] Earnings Reports - Expedia (EXPE) reported earnings of $3.78 per share, exceeding expectations of $3.46, with revenues of $3.55 billion reflecting an 11% year-over-year growth, but shares fell 3% in after-market trading [4] - Roku (ROKU) significantly outperformed estimates with earnings of 53 cents per share and revenues of $1.39 billion, leading to a 19% increase in shares [5] - Airbnb (ABNB) missed earnings expectations at $0.56 per share due to a one-time tax expense, but revenues of $2.78 billion surpassed the $2.72 billion forecast [6] - Coinbase (COIN) reported a loss of $2.49 per share, missing the expected profit of $0.61, with revenues of $1.78 billion falling short of the $1.82 billion consensus [7] - Applied Materials (AMAT) had a strong fiscal Q3 with earnings of $2.38 per share and revenues of $7.01 billion, exceeding expectations, and shares rose 13% in after-hours trading [8] - Rivian (RIVN) beat expectations with a loss of $0.54 per share and revenues of $1.29 billion, leading to a 16% increase in shares [10]

Market-Moving Headlines - AlgoRhythm Holdings Inc. announced that its AI platform could significantly increase freight volume without additional headcount, leading to a sell-off in the logistics sector, with the Russell 3000 Trucking Index dropping by 6.6% [2][9] - Concerns about AI's disruptive potential have been heightened, with UBS warning that credit markets are underpricing the risks associated with AI-driven disruption, particularly affecting leveraged loans [3] Rivian's Positive Outlook - Rivian Automotive Inc. reported a fourth-quarter adjusted loss of 54 cents per share, which was better than analyst expectations, and surpassed revenue forecasts [4] - The company provided a strong delivery guidance for 2026, estimating 62,000 to 67,000 vehicles, and confirmed that its R2 SUV is on track for a second-quarter launch [4] Tech and Finance Giants Make Moves - NVIDIA Corp. plans to lease a new 200-megawatt data center in Nevada, partially financed by a $3.8 billion junk-bond sale led by Tract Capital, with JPMorgan Chase & Co. and Morgan Stanley managing the transaction [5] - Citigroup Inc. announced a 22% pay increase for CEO Jane Fraser, raising her 2025 compensation to $42 million, following a 66% surge in the bank's stock price [6][9] Political and Economic Headwinds - A partial shutdown of the Department of Homeland Security is looming as Senate Democrats blocked a funding bill over immigration agent restrictions, with a deadline approaching [10] Financial Troubles in Retail - Saks Fifth Avenue is negotiating with lenders and suppliers to address financial concerns related to inventory on consignment and to prevent objections to its bankruptcy loan [11]

US stock futures wavered on Friday after a broad market sell-off as Wall Street digested a cooler-than-expected inflation reading for a steer on the path of interest rates. Contracts on the S&P 500 (ES=F) and the Dow Jones Industrial Average futures (YM=F) both hovered near the flatline. Nasdaq 100 futures (NQ=F) were also little changed the day after intense selling pressure on techs. Inflation cooled more than expected in January, data released Friday by the Bureau of Labor Statistics showed. The Cons ...

Economic Indicators - Inflation cooled more than expected in January, with the Consumer Price Index showing a 0.2% increase from the previous month and a 2.4% increase on an annual basis [2] - The report is likely to influence Federal Reserve policy, with traders reviving bets on a quarter-point rate cut in June, and a majority expecting two cuts by the end of 2026 [3] Market Performance - US stocks experienced wavering performance, with the Dow Jones Industrial Average and Nasdaq Composite drifting below the flatline, while the S&P 500 fluctuated between small gains and losses [1] - The sell-off in tech stocks has led to weekly losses of over 1% for the Dow, S&P 500, and Nasdaq [4] Company Earnings - Applied Materials (AMAT) saw its stock surge over 10% due to an upbeat outlook driven by robust AI demand [5] - Rivian (RIVN) shares jumped more than 20% following a fourth-quarter earnings beat, with the company on track to deliver its R2 midsize model before summer [6] - Moderna (MRNA) shares surged 10% after exceeding quarterly revenue estimates, attributed to strong sales of its Covid vaccine [6] - Pinterest (PINS) shares tumbled about 20% as revenue fell short, raising concerns about AI risks to its discovery platform [5]