Economic Data and Earnings Reports - Key economic releases this week include delayed January jobs data, consumer inflation, and retail sales reports due to a recent government shutdown [1][3][4] - The January jobs report is expected to show fewer job additions than anticipated, despite a decrease in the unemployment rate [3] - The January CPI inflation report is anticipated to reveal steady inflation, with core inflation lower than expectations, influencing Federal Reserve rate decisions [4] Company Earnings - Cisco is set to report earnings, which may provide insights into AI infrastructure demand, with the CEO highlighting significant opportunities in this sector [5] - Consumer stocks such as Coca-Cola and McDonald's are also reporting; Coca-Cola has recently exceeded profit expectations, while McDonald's may reveal trends among affluent customers [6] - Other notable earnings reports include those from Ford, Honda, Ferrari, AstraZeneca, Moderna, and Vertex Pharmaceuticals, which will provide insights into auto sales and pharmaceutical demand [7]

2026.02. 08 本文字数：1084，阅读时长大约2分钟 作者 | 第一财经 葛慧 国家市场监督管理总局官网上一条召回公告，让这个曾经年销超9万辆的豪华品牌再次站到聚光灯 下。后视镜的安全隐患背后，是林肯在中国市场连续四年下滑的残酷现实。 近日，福特汽车（中国）有限公司向国家市场监督管理总局备案召回计划，自即日起召回2025年8 月5日至2025年11月27日期间生产的部分林肯航海家汽车，共计1706辆。召回原因是部分车辆左 外后视镜可能装配了平面镜镜片，而非标准凸面镜，导致驾驶员左后方视野范围减小，存在安全隐 患。 福特汽车（中国）有限公司表示，将通过林肯品牌授权经销商为召回范围内的车辆免费检查左外后视 镜镜片，如确认为平面镜镜片，将统一更换为符合标准的凸面镜镜片。 在福特中国和长安汽车的合作中，林肯的销量下滑亦非个例。 林肯目前在国内仅有四款车型在售：航海家、林肯Z、冒险家和飞行家。 懂车帝援引的乘联分会数据显示，2025年，林肯仅售出36255辆，同比大跌超30%，月均销量仅 3000辆出头。林肯销量主要依赖航海家和林肯z的销售，这两款车型的销量占林肯总销量的比重接 近83%。 | 林肯2025年 ...

Ford Motor Company - Ford is shifting away from all-electric vehicles (EVs) and will no longer produce an all-electric version of its popular F-150 truck, focusing instead on lower-priced EVs and hybrids [1][3] - This strategic change will incur a one-time charge of $19.5 billion but is expected to align the auto lineup with customer demand and potentially lead to stronger profits in the long term [3] - Ford's stock is currently trading near 52-week highs, with a price-to-earnings ratio above its five-year average, indicating that it may not be an attractive option for value investors [4] Rivian Automotive - Rivian is preparing to launch the R2, a lower-priced EV truck model aimed at expanding sales and achieving sustainable profitability [6][8] - The company has sufficient cash to bring the R2 to market by 2026, but consumer demand for the vehicle remains uncertain until it is available for sale [8] - Given the significance of the R2 launch, conservative investors may prefer to wait for sales results before investing, while aggressive investors might also hold off due to the product's importance [9] Investment Outlook - Currently, neither Ford nor Rivian stocks are considered strong buys, with potential changes in investment attractiveness depending on Ford's stock price movements or the success of Rivian's R2 launch [10]

Core Insights - Sentiment towards Ford's Model e division has fluctuated significantly, culminating in a record sales month in 2025 due to the $7,500 EV tax credit expiring in September [1] Financial Performance - Ford's Model e division incurred a loss of $1.4 billion in Q3, contributing to a total loss of $3.6 billion for the year, primarily from first-generation EV products [2][3] - The company initially projected a loss of $5 billion for Model e in 2023, with actual losses exceeding expectations [3][7] Strategic Shifts - CEO Jim Farley aims to make Model e profitable by 2029, drawing inspiration from BYD's cost structure [4][5] - Ford is transitioning its EV strategy to focus on lower-priced models to enhance competitiveness [6][8] Market Context - EV sales in the U.S. reached a peak of 12% market share in the first three quarters of the year but dropped to 5% in Q4 [3] - Global EV sales figures indicate that China leads with 6.4 million units sold, followed by Europe with 2.2 million, and the U.S. with 1.2 million [10]

The fourth quarter earnings season momentum continues this week, as results from Alphabet (GOOG, GOOGL), Amazon (AMZN), AMD (AMD), Qualcomm (QCOM), and Palantir (PLTR) highlighted the calendar. As of Feb. 6, 59% of S&P 500 (^GSPC) companies have reported fourth quarter results, according to FactSet data, and Wall Street analysts estimate a 13% increase in earnings per share for the fourth quarter. If that rate holds, it would represent the 10th consecutive quarter of annual earnings growth for the index a ...

I have always had a soft spot for Ford (NYSE: F). It goes back to when I would go down to my grandparents' farm as a kid and ride around with my granddad in his old F-250 pickup truck. Fortunately for my nostalgia, after a rough couple of years, Ford had a fantastic end to its 2025 and seems set for some steady growth over the next five years. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the st ...

I have always had a soft spot for Ford (NYSE: F). It goes back to when I would go down to my grandparents' farm as a kid and ride around with my granddad in his old F-250 pickup truck. Fortunately for my nostalgia, after a rough couple of years, Ford had a fantastic end to its 2025 and seems set for some steady growth over the next five years. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the st ...

In this articleFTSLAGMA large number of new energy vehicles for export park at a car terminal on the Hangzhou section of the Beijing-Hangzhou Grand Canal in Hangzhou, Zhejiang Province, China, on June 2, 2025. Costfoto | Nurphoto | Getty ImagesDETROIT — The unraveling of the U.S. electric vehicle push is increasingly raising concerns of an existential crisis for the American auto industry, as Chinese carmakers surge ahead in the technologies that many still believe will define the next era of cars.The lates ...

本次召回范围内部分车辆，由于生产问题，左外后视镜可能装配了平面镜镜片，导致驾驶员左后方视野 范围减小，存在安全隐患。 福特汽车（中国）有限公司将委托林肯品牌授权经销商，为召回范围内的车辆免费检查左外后视镜镜 片，如果为平面镜镜片，则更换为凸面镜镜片，以消除安全隐患。 北京商报讯（记者 蔺雨葳）2月6日，国家市场监督管理总局召回中心发布的消息显示，日前，福特汽 车（中国）有限公司根据《缺陷汽车产品召回管理条例》和《缺陷汽车产品召回管理条例实施办法》的 要求，受委托向国家市场监督管理总局备案了召回计划。 召回编号S2026M0019V：自即日起，召回2025年8月5日至2025年11月27日期间生产的部分林肯航海家 汽车，共计1706辆。 ...

Core Insights - Ford has recently written off $19.5 billion due to the collapse of its electric vehicle (EV) business [1] Company Summary - The write-off indicates significant financial challenges faced by Ford in its EV segment [1] - This substantial loss reflects the difficulties in transitioning to electric vehicles and the competitive pressures in the automotive industry [1] Industry Summary - The automotive industry is experiencing a shift towards electric vehicles, but companies like Ford are facing hurdles in achieving profitability in this segment [1] - The write-off may signal broader challenges within the industry as traditional automakers adapt to the evolving market landscape [1]