Li Auto Inc. Sponsored ADR (LI) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.Shares of this company have returned +18.4% over the past month versus the Zacks S&P 500 composite's -0.3% change. The Zacks Automotive - Foreign industry, to which Li Auto belongs, has gained 5.4% over this period. Now the key question is: Where could the stock be headed in the near term?While media releas ...

Economic Data - The U.S. added 130,000 jobs in January, significantly exceeding the market expectation of 55,000 [1] - The unemployment rate stands at 4.3%, slightly below the economists' forecast of 4.4% [1] - Job growth is primarily concentrated in the healthcare sector, which added 124,000 jobs, double the normal growth rate for 2025 [1] - There is a persistent downward revision in the labor market data, with the average monthly job addition for last year adjusted to only 15,000 [1] Company News - Apple is reportedly facing setbacks in the development of an upgraded version of Siri, which may delay the release of several anticipated AI features [3] - Meta has begun construction on a new data center in Lebanon, Indiana, with an investment exceeding $10 billion, aimed at enhancing its AI infrastructure [5] - Google is integrating AI shopping features into its search engine and Gemini chatbot, allowing consumers to purchase products directly through AI-driven answers [7] - T-Mobile anticipates service revenue to reach approximately $77 billion by 2026, with plans to achieve 18 to 19 million broadband users by 2030 [8] - Ancora Capital has increased its stake in Warner Bros. Discovery and plans to oppose the company's deal with Netflix regarding its production and streaming assets [9] - Kraft Heinz has paused its planned spin-off, focusing instead on improving company performance under the new CEO Steve Cahillane [10]

首先是指尖的极致。当你闭上眼抚摸理想L9 Livis的腰线，是如玉般的温润平滑。这种"奢华"的体 验，以往你只能在迈巴赫S级这样的顶级豪车上才能找到。 其次是数据的碾压。经过三次喷涂，理想L9 Livis双色车身的漆膜层数达到了惊人的15层。相比于 普通漆面90-120微米的厚度，我们的漆膜厚度直接拉升到了130-200微米。这多出来的厚度，不仅意味着 更深邃的质感，更意味着2-3倍于常规清漆的保护层，让你的车漆在历经岁月的抛光和洗刷后，依然能亮 丽如新。 最后是视觉的惊艳。在衡量漆面质量的镜面指数上，行业标准通常是92+，而我们做到了95+；在 反映平整度的桔皮R值上，行业标准通常是8级，而我们做到了10级。把车停在阳光下，你会发现车身倒 影清晰锐利，没有丝毫模糊和扭曲，这就是奢华的体现。 评论区: 不是，这个能有量产性吗？准备卖稀缺啊 2026年2月10日理想汽车制造工程负责人徐勉表示: 在汽车涂装领域，常规的单色车身喷涂只需一遍，漆膜结构是8层；而市面上主流豪华品牌的双色 车身，通常是在此基础上增加遮蔽和套色喷涂，也就是所谓的"两遍工艺"，漆膜结构达到13层，但这并不 是终点，对于理想L9 Livis而 ...

Core Viewpoint - The global semiconductor industry is experiencing a new wave of price increases across the entire supply chain, driven by surging AI demand and rising raw material costs [1][3][61]. Group 1: Price Increases in Domestic Semiconductor Companies - Over 20 semiconductor companies have officially announced price increases [2][62]. - Domestic chip manufacturers are significantly raising prices, with increases as high as 80% for certain products [4][63]. - Guokewai announced price hikes for its KGD storage products, with increases of 40% to 80% [6][66]. - Zhongwei Semiconductor is raising prices for MCU and NOR Flash products by 15% to 50% due to supply chain pressures [9][73]. - Biyiwei has also announced price increases across its entire product line, citing rising raw material costs [17][76]. Group 2: Price Increases in International Semiconductor Companies - International semiconductor giants are also raising prices, with ADI increasing prices by 15% to 30% starting February 1, 2026 [21][81]. - Infineon plans to raise prices for power switches and IC products due to increased demand from AI data centers [24][83]. - Texas Instruments is expected to raise prices by over 30% across nearly all categories due to rising costs [21][81]. Group 3: Price Increases in Wafer Foundry and Packaging - Wafer foundries are increasing prices, with TSMC raising advanced process prices by 3% to 10% [25][85]. - Packaging and testing services are seeing price increases of up to 30%, driven by high demand and capacity constraints [27][86]. Group 4: Impact of Raw Material Costs - The prices of precious metals like gold, silver, and copper are rising, significantly impacting chip manufacturing costs [57][116]. - The increase in raw material costs is leading to a ripple effect across the semiconductor supply chain, prompting many companies to raise their product prices [57][116]. Group 5: Effects on End Markets - The price increases in storage chips are affecting end markets, with PC manufacturers like Dell and Lenovo planning price hikes of 10% to 30% [59][118]. - In the smartphone sector, rising storage costs are pressuring new product pricing, particularly for low-end models [59][118]. - The automotive electronics sector is also feeling the impact, with companies like Xiaomi and NIO reporting cost pressures due to rising semiconductor prices [59][119].

理想汽车-W(02015):L9焕新在即催化重估,重申"买入"评级 瑞银华宝 瑞银发布研报称，理想汽车-W(72.8,0.00,0.00%)(02015)目前估值水平具吸引力。理想现交易估值低于上 市以来逾95%的时间，且净现金占市值约三分之二，反映市场情绪相当悲观。随着L9发布在即，该行认为曙光 渐现。基于其风险回报吸引力高，瑞银重申予其"买入"评级。 理想汽车于上周五(6日)发布新一代L9，计划第二季度上市。旗舰版L9Livis定价55.98万元人民币。瑞银 相信，从现在至第二季度正式推出，市场情绪有望逐步改善，并有助提升投资者对其他车型更新计划的能见 度。旗舰SUVL9将于第二季度焕新上市，有望在2025年低基数上推动增长重新加速。尽管面临大宗商品成本上 涨挑战，但公司凭借高端定位与利润缓冲，预计比多数同业更具韧性。瑞银认为，现时是重新关注该股的合适 时机。 ...

据了解，在"门店合伙人"计划中，理想汽车将给予店长更大的经营决策权，并优化门店考核机制，将评 价标准从单一的销量考核升级为涵盖销量、利润和用户满意度等多个维度的综合评价体系。此外，理想 汽车还将关闭一些能效低的门店。（中国汽车报） 2月10日消息，理想汽车将在2026年春节后推行"门店合伙人"计划，以提升门店运营效率和市场响应速 度。对此，理想汽车方面确认了该消息的真实性。 ...

据悉，瑞声科技与理想汽车合作已覆盖理想MEGA、L系列、i系列全系主力车型，协作贯穿声学设计、 材料创新、工艺优化及整车适配全流程。铂金音响系统声音还原精准、性能输出稳定，可大幅提升音质 细腻度与低频表现力，强化座舱豪华感与沉浸体验，已成为理想汽车极具竞争力的用户体验标杆。 据瑞声科技官方消息，2月9日公司旗下PSS常州工厂举行下线仪式，为理想汽车打造的第1000万只铂金 音响扬声器成功量产交付，双方高管团队出席活动。 瑞声科技表示，未来将继续深化与理想汽车的战略合作，推动车载声学向更智能、集成化、个性化方向 升级。值得一提的是，依托全球研发与产业链整合能力，瑞声科技已构建软硬件、算法、调音一体化的 全栈式车载声学解决方案，形成可扩展、高可靠的车规级交付体系，相关产品与方案已获得多家国际顶 尖汽车品牌认可，并与众多高端及主流智能车企建立稳定合作。 近年来瑞声科技车载声学业务发展迅猛，通过收购比利时 PSS、初光汽车完善产业链布局，形成从核心 器件到系统解决方案的全栈能力。2025 年上半年，其车载声学业务收入达17.4 亿元，同比增长14.2%， 成为集团第二增长曲线。 ...

Core Viewpoint - The automotive industry is experiencing an intense competition with the introduction of "7-year ultra-low interest" car loans by companies like Tesla, NIO, and Xiaomi, alongside Nissan's "0 down payment, 8-year loan" scheme, reflecting the anxiety and strategic shifts in the market as the penetration rate of new energy vehicles exceeds 54% [1][3]. Group 1: Loan Offerings - Dongfeng Nissan has launched a "0 down payment, 8-year ultra-long low-interest loan" for its Tianlai model, with a total cost of approximately 140,000 yuan and a monthly payment of around 55 yuan [2]. - The 8-year loan option has been extended to all models in Dongfeng Nissan's lineup, with the lowest daily payment for the Xuan Yi model being 27 yuan [2]. - Other automotive companies, including Tesla, NIO, and Xiaopeng, have also begun offering similar long-term loan options, breaking away from the traditional 1 to 5-year loan terms [2][3]. Group 2: Market Dynamics - The shift to ultra-long-term low-interest loans is a response to fierce market competition and reflects traditional automakers' anxiety during the critical transition to new energy vehicles [3]. - By 2025, new energy vehicles are projected to account for 50.8% of domestic car sales, indicating a significant market shift [3]. - The regulatory environment has also facilitated longer loan terms, allowing banks to extend personal consumption loans from a maximum of 5 years to 7 years for long-term consumers [3]. Group 3: Risks and Concerns - The ultra-long car loans are primarily offered through financing leasing companies rather than traditional bank loans, which raises potential legal and financial risks for consumers [5][6]. - Consumers may not legally own the vehicle until all payments are made, leading to a situation where they could lose both the vehicle and their payments if they default [6]. - The depreciation of electric vehicles poses a risk, as the residual value may fall below the outstanding loan balance, creating a "negative equity" situation for consumers [6][7].

本文源自：金融界AI电报 港股恒生科技指数盘中涨超1%，恒生指数涨0.2%，商汤(00020.HK)涨超5.7%，腾讯音乐(01698.HK)涨 近5%哔哩哔哩(09626.HK)涨超4.5%，小米集团(01810.HK)、蔚来汽车(09866.HK)、理想汽车(02015.HK) 均涨超2.5%。 ...

本文源自：金融界AI电报 港股汽车股多数反弹，理想汽车-W、比亚迪股份、吉利汽车、零跑汽车涨超2%，小米集团-W、小鹏汽 车-W涨超1%。 ...