IT之家 2 月 11 日消息，2 月 10 日，据日经亚洲报道，福特汽车总裁兼 CEO 吉姆 · 法利在财报电话会上警告，中国汽车产业是一个"变数（wild card）"，当今的所有全球车企都必须应对。 福特 2025 全年净亏损 81.8 亿美元（IT之家注：现汇率约合 565.95 亿元人民币），主要由于取消电动汽车项目确认了 159 亿美元的特殊损失，包 括资产减值以及终止与韩国 SK On 的电池合资业务。相比上一年的 58.7 亿美元净利润，业绩明显恶化。福特 2025 年营收同比增长 1%，达到 1872.6 亿美元，但利润大幅下滑。 报道指出，在全球电动化竞争中，中国品牌已占据主导地位。法利表示："我真正思考的问题是， 在补贴驱动和内卷的环境下，中国将如何改变定价权的格局。" 2025 年，中国汽车出口达到 709.8 万辆，同比增长 21.1%。 法利表示，福特将在中国采取"机会主义"策略，利用合资企业的低成本生产优势作为出口基地， 这一板块当前正在"增长"。与此同时，尽管大幅削减电动汽车计划，福特仍在密歇根工厂与宁德 时代合作，为低价车型提供电池。 法利透露，公司当前调整的核心在于资本配置 ...

Group 1 - Meta plans to invest over $10 billion in building a data center park in Indiana, providing 1 GW of power capacity to support AI projects and core social media operations, while hedge fund Pershing Square disclosed a stake in Meta representing 10% of its capital, believing the market underestimates AI's long-term potential [2][3] - Apple faces delays in upgrading its Siri virtual assistant, with multiple new features potentially postponed until iOS 26.5 or iOS 27 due to issues with query handling, response times, and accuracy [2] - ByteDance is reportedly developing an AI chip and negotiating with Samsung for production, aiming to produce at least 100,000 chips this year and gradually increase output to 350,000, although a spokesperson claimed the information is inaccurate [3] Group 2 - NetEase's Q4 2025 revenue reached 27.5 billion yuan, a 3% year-on-year increase, but net profit attributable to shareholders fell nearly 30% to 6.2 billion yuan, missing expectations due to increased sales expenses and investment losses [5] - Zhiyuan Technology launched its new flagship model GLM-5, integrating DeepSeek sparse attention mechanism, targeting programming and intelligent agent capabilities, with internal evaluations indicating performance close to Claude Opus 4.5 [5] - Huazhu Group is under scrutiny from the Beijing Consumer Association for potentially unfair terms in its membership service agreement, prompting the company to initiate a self-examination and commit to improving the consumer environment [6] Group 3 - Amazon received approval from the US FCC to deploy an additional 4,500 low-Earth orbit satellites, expanding its constellation to 7,700 to enhance space internet competition [8] - Cisco reported Q2 revenue of $15.3 billion, exceeding analyst expectations, with product revenue of $11.64 billion, driven by a surge in orders from AI hyperscalers [8] - Ford anticipates achieving a record revenue of $187.3 billion in 2025, but expects a net loss of $8.182 billion, a 239.17% year-on-year decline, primarily due to rising supply chain costs and increased R&D investments [9] Group 4 - Samsung Electronics announced the Galaxy S26 series launch on February 26, featuring the 2nm Exynos 2600 chip and a 200-megapixel camera in the Ultra model, with continued strong demand for memory chips expected until 2027 [12] - Toyota is set to launch a pure electric version of the Highlander for the North American market, targeting a range of 320 miles, with plans to guide users of fuel/mixed models to the Grand Highlander series [12] - LG Energy Solution announced the acquisition of a 49% stake in a Canadian energy storage battery factory from Stellantis to strengthen its energy storage business [13]

Group 1 - Xiaomi's legal department supports a car owner's rights after a road rage incident involving a Tesla driver, emphasizing the importance of protecting brand reputation and user rights [5][6][7] - ByteDance plans to produce 100,000 self-developed AI chips this year, with ambitions to increase production to 350,000, and is negotiating with Samsung for manufacturing [10][11] - Meizu's mobile phone business is reportedly facing dissolution, with indications of project halts and employee layoffs, although no large-scale layoffs have been confirmed yet [12][13] - Alibaba is increasing investments in Taobao's flash sales, with a focus on instant retail and a commitment to not worry about losses for the next three years [13][14] - TSMC reported a net profit of approximately 378.2 billion yuan for 2025, with plans for a capital budget of about 44.9 billion USD to expand production capacity [15][16] - Domestic AI models are rapidly evolving, with new releases from DeepSeek and Zhiyuan, indicating a competitive landscape in AI development [18][19] Group 2 - xAI, founded by Elon Musk, is experiencing significant personnel changes, with two co-founders leaving within 48 hours, raising concerns about the company's stability [40][41][42] - Amazon has received approval to deploy 4,500 satellites as part of its plan to compete with SpaceX, aiming to provide satellite internet services [42][43][44] - New regulations in the U.S. require that electric vehicle charging stations funded by federal money be 100% manufactured in the U.S., which may hinder the development of the charging network [45][46] - OpenAI is collaborating with Samsung and SK Hynix to establish data centers in South Korea, reflecting the growing demand for AI infrastructure [47] - BYD has surpassed Ford in global sales, achieving 4.6 million units sold, marking a significant milestone in the automotive industry [48]

加入轩辕同学 ， 成就新汽车人! 设计 | 甄 尤 美 来源 | R e u t e rs ， F i n a n c i a l Ti m e s ， B l o o m b e r g ， T h e G u a r d i a n 编译 | 杜 咏 芳 编辑 | 黄 大 路 福特汽车的CEO要去麦当劳任职了。 2026年2月10日，麦当劳宣布重磅人事任命：福特汽车现任CEO吉姆·法利（Jim Farley）将加入公司担任董事，任命已于2026年2月4日正式生效。 "吉姆在平衡创新与卓越运营、提升客户体验、与独立运营商合作以及利用技术大规模改进系统方面拥有宝贵的经验。他既能优化当下业务，又能 着眼未来，这种领导力将对我们持续推动业务发展大有裨益。" 麦当劳董事长兼CEO克里斯·肯普钦斯基（Chris Kempczinski）的评价，直白地印证了这位汽车行业老兵的商业实力。 法利在行业深耕三十余年，履历足够耀眼。 在加入福特之前，他曾在丰田和雷克萨斯从事品牌营销和产品领导工作近二十年。 到福特，他执掌过欧洲、中东及非洲业务，主导过林肯品牌重塑，如今更是福特"福特+"转型战略的核心引领者，一手推动着这家百年车 ...

Ford on Tuesday posted its largest quarterly loss since 2008 amid losses in the automaker’s electric vehicle (EV) division, as well as the impact of tariffs and a fire that impacted an aluminum supplier.The Detroit automaker reported a fourth quarter net loss of $11.1 billion after previously disclosing large writedowns to its EV programs, which the company is realigning in response to lower-than-expected consumer demand and changing federal subsidies.“I think the customer has spoken,” Ford CEO Jim Farley s ...

Core Insights - Ford Motor Company closed at $13.85, reflecting a 2.1% increase, driven by positive investor sentiment regarding record revenue forecasts for 2025 and EBIT guidance for 2026, despite significant losses in the EV sector [1][4] Financial Performance - Trading volume reached 125.4 million shares, which is 113% higher than the three-month average of 58.8 million shares, indicating strong investor interest [2] - Ford reported an approximate $8.2 billion full-year loss due to impairments on EV assets, tariff costs, and supply chain issues, but management forecasts adjusted EBIT for 2026 to be between $8 billion and $10 billion, aligning with or exceeding most estimates [4] Strategic Direction - The company is shifting focus from purely electric vehicles to hybrid offerings, which are gaining popularity among consumers, positively influencing investor sentiment [5] - Management's emphasis on profitable growth is seen as a favorable strategy, contributing to the increase in trading volume and share price [5] Market Context - In comparison, the S&P 500 closed virtually unchanged, while the Nasdaq Composite fell by 0.16%, and automotive rivals like General Motors and Stellantis experienced mixed results [3]

Ford Earnings Were Weaker Than Expected. The Stock Is Rising. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Ford's Earnings Were Weaker Than Expected. The Stock Is Rising.By [Al Root]ShareResize---ReprintsFord F-150 trucks are assembled a ...

Core Insights - Ford reported its largest quarterly loss since 2008, with a net loss of $11.1 billion in Q4, primarily due to losses in its electric vehicle division, tariffs, and supply chain issues [1][2]. Financial Performance - The company experienced a loss of $4.8 billion on electric vehicles in the previous year and anticipates further losses of $4 billion to $4.5 billion in 2026, with a target to break even by 2029 [2]. - Ford's fourth quarter revenue reached $45.9 billion, exceeding analysts' expectations, although it narrowly missed its revised earnings guidance of $7 billion, reporting earnings before interest and taxes of $6.8 billion for the year [7]. Tariff Impact - Ford's tariff costs were approximately $2 billion last year, with an additional loss of $900 million due to changes in the tariff-relief program announced by the Trump administration [3][6]. - The company expects tariff costs to remain at similar levels this year, influenced by reliance on imported aluminum following fires at a supplier's plant [6]. Strategic Shifts - Ford announced a strategic shift by cutting production of the electric F-150 Lightning and taking a $19.5 billion charge on its EV assets, refocusing investments on hybrid vehicles and affordable EVs [4][8]. - The company plans to introduce a $30,000 EV platform and is set to roll out an electric pickup on that platform next year, alongside pursuing targeted partnerships and investments in hybrid technologies [12][13].

Ford on Tuesday posted its largest quarterly loss since 2008 amid losses in the automaker's electric vehicle (EV) division, as well as the impact of tariffs and a fire that impacted an aluminum supplier. The Detroit automaker reported a fourth quarter net loss of $11.1 billion after previously disclosing large writedowns to its EV programs, which the company is realigning in response to lower-than-expected consumer demand and changing federal subsidies. "I think the customer has spoken," Ford CEO Jim Far ...

Core Insights - Ford Motor Company experienced a slight revenue increase in 2025, with total revenue rising to $187.3 billion from $185 billion in 2024, but faced significant challenges due to rising expenses and substantial charges related to its electric vehicle (EV) initiatives [1][2] - The company's profitability declined sharply, moving from an operating income of $5.2 billion in 2024 to an operating loss of $9.2 billion in 2025, and net income shifted from a profit of $5.9 billion to a net loss of $8.2 billion [1][2] Financial Performance - Total costs and expenses increased to $196.4 billion in 2025 from $179.8 billion in 2024, which overshadowed the modest revenue growth [2] - In Q4 2025, Ford reported revenue of $45.9 billion, a 5% decrease year-on-year, and a net loss of $11.1 billion, largely due to significant writedowns associated with its EV programs [4] Strategic Decisions - Ford's CEO, Jim Farley, highlighted the company's efforts to improve its core business and execution, including reducing material and warranty costs, while making strategic decisions to position the company for a stronger future [3] - In December 2025, Ford announced it could incur approximately $19.5 billion in special items as it adjusts its EV strategy, focusing more on hybrids and extended-range vehicles [5] Future Outlook - Ford anticipates about $5.5 billion of the total special items to result in cash outflows, primarily in 2026, with the remaining amounts recognized in 2027 [6] - For the full year 2026, Ford forecasts adjusted EBIT of $8 billion to $10 billion, adjusted free cash flow of $5 billion to $6 billion, and capital expenditure of $9.5 billion to $10.5 billion [7]