每经AI快讯，2月23日，港股新能源汽车股走强，零跑汽车、理想汽车、蔚来和赛力斯均涨超4%，小鹏 汽车涨近4%。 ...

汽车植入从银幕配角升级为主角。 2026年春节档，《飞驰人生3》以票房与口碑双领跑之势成为现象级影片。据猫眼专业版数据，截至2月 21日10时26分，由沈腾领衔主演的电影《飞驰人生3》票房突破20亿元，成为今年春节档首部票房破20 亿元的影片。 在早期的影视植入中，汽车的主要功能是"身份标签"，即主角开什么车，意味着他是什么样的人。随着 《速度与激情》《头文字D》《飞驰人生3》等作为代表的赛车运动电影的兴起，汽车植入营销进入2.0 阶段，这种题材的特殊性在于：汽车不再是服务于剧情的道具，而是推动剧情的核心角色。每一款车的 亮相都是剧情需要，而非生硬广告。 而《飞驰人生3》揭示了一个更深刻的趋势：汽车品牌与影视IP的关系，正在从"广告投放"走向"内容共 创"。 过去，品牌是电影的赞助商，花钱买镜头；现在，品牌成为电影的联合创作者，从剧本阶段就深度参 与，让产品特性成为剧情的一部分。比如奥迪的赛道基因、领克的电动性能、理想的空间服务能力、阿 维塔的智驾水平等，这些不是后期加贴的标签，而是提前植入的故事内核。 这种模式的初步市场转化效果也已经有所体现。第一财经记者获悉，截至发稿，电商平台上《飞驰人生 3》奥迪A3拉 ...

来源：中国基金报 万亿外资巨头又调仓了！ 根据美国证券交易委员会（SEC）披露，近日资管巨头贝莱德递交了截至2025年12月31日的第四季度持 仓报告（13F）。 根据13F，贝莱德第四季度持仓总市值为5.92万亿美元，环比增长3.67%。去年第四季度，贝莱德投资组 合中新增了247只个股，清仓165只个股。其中，前十大重仓股占总市值30.41%。 具体来看，前五大买入标的为谷歌-A、谷歌-C、礼来、美光（MU.US）、苹果。前五大卖出标的为标 普500ETF-SPDR CALL（SPY.US.CALL）、ServiceNow（NOW.US）、Strategy（MSTR.US）、AT&T （T.US）、Kellanova （K，现已退市）。 "前十大"科技含量较高 增持英伟达、苹果、微软等 根据13F，贝莱德持有的前十大重仓股科技含量较高，具体包括：英伟达（NVDA.US）、苹果 （AAPL.US）、微软（MSFT.US）、亚马逊（AMZN.US）、谷歌-A（GOOGL.US）、博通 （AVGO.US）、谷歌-C（GOOG.US）、META（META.US）、特斯拉（TSLA.US）、礼来 （LLY.US）等 ...

PRESS RELEASE KLÉPIERRE ANNOUNCESCHANGES TO ITSSUPERVISORY BOARD Paris — February 20, 2026 Klépierre announces that Mr. David Simon has concluded his tenure as Chairman and member of the Supervisory Board. The Supervisory Board and Executive Board extend their sincere appreciation to Mr. Simon for his exceptional leadership and strategic insight during his fourteen years at the helm of the Supervisory Board. Effective immediately, the Vice-Chairwoman will serve as interim Chair of the Supervisory Board, whi ...

Li Auto Inc. (NASDAQ:LI) is one of the best emerging market stocks to buy right now. On February 10, Li Auto Inc. (NASDAQ:LI) hit a significant milestone with the 4,000th supercharging station going live. The new 5C station in Linghai Service Area comes with 20 chargers, 12 offering 5C speeds and 8 capable of 4C charging. Li Auto Inc. (LI) Expands EV Reach with Supercharging Milestone The launch of the new station affirmed Li Auto Inc.’s status as the owner of the industry’s largest self-built fast-charg ...

Li Auto Inc. (NASDAQ:LI) is among the Goldman Sachs EV and Battery Stocks. On February 9, 2026, JPMorgan cut Li Auto Inc. (NASDAQ:LI) to Underweight from Neutral and reduced its price objective to $14 from $18. The corporation forecasts China’s auto industry to underperform in 2026 as passenger vehicle growth slows. JPMorgan downgraded Li Auto Inc. (NASDAQ:LI)’s profitability prediction for this year to a loss, noting lower sales volumes and margins, as well as a shortage of new models. Separately, the ...

Core Insights - Klépierre reported a 5% increase in earnings and a 9% rise in NAV for 2025, expressing confidence for 2026 [1][2][19] Financial Performance - Net current cash flow increased by 5% year-on-year to €2.72 per share, surpassing previous guidance [3][6] - EBITDA reached €1,119.3 million, up 5.5% year-on-year [3][6] - NAV per share rose by 9% to €35.9, driven by a 4.9% like-for-like portfolio value appreciation [7][10] - Total accounting return was 15% for 2025, with a cumulative return of 31.4% over the last two years [7][8] Operational Highlights - Net rental income grew by 5.1% year-on-year to €1,120.4 million, supported by a 4.5% like-for-like growth [5][24] - Footfall increased by 1.8% and like-for-like retailer sales rose by 3.4%, outperforming national retail sales indices [2][3] - Financial occupancy rate improved to 97.1%, with a rental uplift of 4.6% [3][4] Capital Allocation and Investments - Klépierre raised €1 billion in new financing at a competitive yield of 3.3% with an average maturity of 8.5 years [9][10] - The company acquired the leading mall in Bari for €160 million, expected to generate high-single digit cash returns [11][19] - Extensions at Odysseum and new projects at Le Gru and Romagna are projected to yield above 8% [12][19] Sustainability and Governance - Klépierre aims for net-zero on scopes 1 and 2 by 2030, with significant improvements in energy intensity and waste management [14][15] - The company was recognized for its sustainability efforts, ranking first in the European Listed Real Estate category by GRESB [16][17] - Governance changes include the planned appointment of Ludovic Jacquot to the Supervisory Board [20][21]

Core Viewpoint - In 2025, the penetration rate of domestic new energy passenger vehicles will exceed 50%, marking an unprecedented milestone in the industry [1]. Group 1: Technological Advancements - The acceptance and purchase of new energy vehicles are driven by technological advancements that enhance product capabilities [2]. - Key technologies emerging as new trends include semi-solid batteries, megawatt fast charging, VLA action language models, WA world models, and magnetorheological dampers [3][16][34][52][67]. Group 2: Semi-Solid Batteries - Semi-solid batteries, represented by brands like NIO and MG, are seen as a more feasible alternative to solid-state batteries, which face significant production and reliability challenges [4][5]. - By 2025, models such as NIO ET7 and MG4 will achieve mass production of semi-solid batteries [6]. - The semi-solid battery's electrolyte can be in gel or slurry form, allowing for better conductivity and safety compared to liquid batteries [9][12]. - The cost of semi-solid battery vehicles has been reduced to around 100,000 yuan, making them more accessible [14]. Group 3: Megawatt Fast Charging - BYD and CATL have introduced megawatt fast charging technology, significantly improving charging speeds, with the potential to add 400 kilometers of range in just 5 minutes [16][17]. - The technology requires supportive energy storage charging stations to mitigate the impact on the power grid [22]. - The use of silicon carbide power devices enables higher voltage platforms, reducing heat loss during charging [24][27]. Group 4: VLA Action Language Model - The VLA model, adopted by brands like Li Auto and Xpeng, enhances autonomous driving by integrating generative language tools to interpret visual data into actionable commands [34][41]. - This model allows engineers to modify generated text for better control, transforming the "black box" of AI into a more transparent system [44]. - Users can interact with the system through voice commands, improving the overall experience [45]. Group 5: WA World Model - The WA world model, utilized by Huawei and NIO, addresses the "black box" issue by simulating and understanding three-dimensional physical interactions for better driving predictions [52]. - This model focuses on cloud-based training to enhance the system's ability to handle complex scenarios [57]. - The WA model is designed to be faster and more efficient than the VLA model, with a focus on real-time decision-making [63]. Group 6: Magnetorheological Dampers - Magnetorheological dampers represent a significant advancement in chassis technology, offering rapid response times compared to traditional dampers [68][86]. - These dampers can adjust their viscosity in real-time, providing better ride comfort and handling [82]. - The entry price for vehicles equipped with magnetorheological dampers has been lowered to around 150,000 yuan, indicating potential for wider adoption [90].

Core Viewpoint - The success of Autohome has provided the opportunity for Li Xiang to enter the smart car startup space, emphasizing the importance of focusing on user value and executing fundamental tasks effectively [2][3]. Group 1: Autohome's Success Factors - Autohome captured 90% of the industry's profits by focusing on user value rather than competition, using traffic as a key performance indicator [2]. - The company prioritized high-quality real car images over official manufacturer photos, which significantly improved user engagement [13][14]. - Autohome's commitment to daily updates, including weekends and holidays, set it apart from competitors, who failed to match this level of execution [17][18]. Group 2: Strategic Shifts in Smart Vehicle Development - The transition to the embodied intelligence era for Li Auto is marked by three key milestones, including public commitments to becoming a leading company in this field [4][5][6]. - The organizational structure of Li Auto will fundamentally change, integrating teams for collaborative design, contrasting with past practices of separate software and hardware development [6]. Group 3: Lessons from Early Challenges - The initial years of Autohome were characterized by significant challenges, including a lack of resources and industry connections, which were overcome through innovative strategies [11][12]. - The first three battles fought by Autohome were crucial in establishing its market position, focusing on real-time updates and original content [30][31][34].

Core Insights - The article discusses the involvement of Li Auto in the "Fast and Furious" film series, highlighting its product placements and promotional strategies [1][2]. Group 1: Product Placement - Li Auto's vehicles have appeared in multiple installments of the "Fast and Furious" series, including the prototype of the Li ONE in the first film, although it was not retained in the final cut [1]. - The second film featured the Li L9 as a training car, showcasing its interior [1]. - The latest installment, "Fast and Furious 3," included a complete side profile of the Li MEGA [1]. Group 2: Box Office Performance - As of February 17, 2026, "Fast and Furious 3" has achieved a box office of 633 million, capturing 50.2% of the market share during the Spring Festival period [3][4]. - The second highest-grossing film during the same period, "Silent Shock," earned 234 million, representing 18.6% of the market share [4]. - The overall ticket sales for the Spring Festival reached 25.32 million, with an average ticket price of 49.7 yuan [4].