特斯拉面临安全调查 - 美国国家公路交通安全管理局对特斯拉Model 3车型启动缺陷调查 核心关切是紧急车门释放控制装置在危急情况下可能难以触及或识别 [1] - 调查涉及约179,071辆2022年款Model 3车辆 调查于12月23日启动 源于一份缺陷请愿书 指控其机械门释放装置被隐藏、未贴标签且在紧急情况下不易定位 [2] - 公司主要使用通过按钮操作的电子门锁 而非传统的机械门把手 尽管车辆配备了用于紧急情况或断电的手动门释放装置 但安全专家长期警告这些装置并不总是可见、标识清晰或易于找到 对后排乘客尤其如此 [3] 调查程序与历史案例 - 开启缺陷调查并不自动导致召回 但这是监管审查的第一阶段 如果确认存在安全相关缺陷 可能导致进一步行动 [4] - 这是今年对特斯拉车门把手的第二次调查 9月 NHTSA对2021款Model Y SUV展开调查 涉及约174,000辆车 起因是有报告称父母在驾驶后无法打开电动车门接触孩子 据报告有四起案例中 父母不得不打破车窗来救出孩子 [5] 行业比较与评级 - 特斯拉目前Zacks评级为3级 - 汽车领域内评级更优的股票包括通用汽车、OPENLANE和Garrett Motion 目前均拥有Zacks 1级评级 [6] - 过去30天内 市场对通用汽车2025年和2026年每股收益的共识预期分别提高了8美分和47美分 [6] - 市场对OPENLANE 2025年销售额和收益的共识预期 意味着同比分别增长9.4%和48.2% 过去60天内其2025年每股收益预期提高了9美分 过去30天内其2026年每股收益预期提高了2美分 [7] - 市场对Garrett Motion 2025年销售额和收益的共识预期 意味着同比分别增长2.6%和17.5% 过去30天内其2025年每股收益预期提高了1美分 过去60天内其2026年每股收益预期提高了8美分 [8]

本田汽车与LG能源解决方案的资产交易 - 本田汽车公司计划以约28.6亿美元的价格从LG能源解决方案收购位于俄亥俄州的工厂建筑及相关资产 交易不包括土地和设备 最终价格可能在尽职调查和汇率调整后变动 目标完成日期为2月28日 [1] - 此次交易将采用售后回租结构 由本田美国子公司购买该设施 然后回租给双方的合资企业 旨在提升合资企业的运营效率 [3][7] 合资电池工厂背景与战略 - 本田与LG能源解决方案于2022年选择俄亥俄州建设其计划投资44亿美元的合资电池工厂 [2] - 通过购买建筑资产 公司表示可以做出电池生产的长期承诺 并保持灵活性 不仅为电动汽车 也为混合动力车供应电池 [2] - 该工厂预计明年开始全面运营 为本田及其高端品牌讴歌在北美市场生产电池 [3][7] 行业相关动态 - 此次交易紧随LG能源解决方案上周的公告之后 该公告称福特汽车已终止一份价值约9.6万亿韩元的电动汽车电池供应协议 [3]

There's no good time for a business to close and lay off all its employees, but an unexpected shutdown just before Christmas hits workers extra hard. "United States-based employers announced 71,321 layoffs in November," according to an analysis from outplacement firm Challenger, Gray & Christmas, found, marking a 24% increase year over year. Challenger, Gray & Christmas is a long-standing outplacement and labor analytics firm that has tracked U.S. layoffs and hiring trends for more than three decades an ...

公司核心商业模式与财务优势 - 阿里巴巴的核心电商业务（淘宝和天猫）是公司的现金牛，为公司提供了巨大的财务灵活性，使其能够为需要长期投入的增长计划提供资金 [1][2] - 在2025财年，淘宝和天猫两项业务合计贡献了公司总营收的45%，并产生了相当于公司调整后息税折旧摊销前利润的113% [6] - 这两大核心电商业务的合并调整后EBITDA利润率高达44%，为公司提供了广泛的战略选择空间 [7] 核心电商业务构成 - 淘宝是中国最大的消费者对消费者平台，服务于个人和小型企业卖家 [4] - 天猫则专注于竞争更激烈的企业对消费者市场 [4] - 淘宝和天猫形成了强大的组合拳，共同巩固了阿里巴巴在中国在线零售市场的主导地位 [4][5] 股东回报政策 - 公司通过持续的回购向股东返还现金，已连续14个季度进行股票回购 [7] - 自2021财年末以来，公司的完全稀释后股份总数已减少了13% [7] - 公司支付股息，但股息收益率相对较低，为0.7% [7] 增长投资与财务表现 - 公司利用核心电商业务产生的现金，为人工智能云托管等具有前瞻性的投资提供资金，这些投资可能需要数年才能产生效益 [5] - 尽管运营着多项亏损业务，但公司的估值市盈率仍低于整体市场水平 [5] - 部分长期投资，如人工智能云托管，已经开始实现盈利 [5]

Let's bring in again Capital founding partner John Kildoff and Tortoise senior portfolio manager Rob Thumbl. John, does it tell you the story about how much inventory is out there in the world or at least perceived to be out there in the world that were boarding Venezuelan some Venezuelan tankers that were starting to attack militant targets in Nigeria and yet the price of oil is down right now. >> Yes.And uh good to see you Brian. uh the the cushion the supply cushion out there right now is extent and uh i ...

公司概况 - QXO Inc 是一家专注于北美建筑产品分销行业的整合运营商与技术赋能平台 [1] - 公司认为其所在的市场规模约为8000亿美元 并且市场格局较为分散 [1] 市场分析 - 公司所处的北美建筑产品分销行业是一个规模巨大的市场 估计价值约8000亿美元 [1] - 该市场目前呈现碎片化特征 为整合运营提供了潜在机会 [1]

I’m an equity analyst and founder of Goulart’s Restaurant Stocks, a research firm focused on the U.S. restaurant industry — from quick-service and fast casual to fine dining and niche concepts. I lead all thematic research and valuation efforts, applying advanced financial modeling, sector-specific KPIs, and strategic insights to uncover hidden value across public equities. In addition to restaurants, I cover consumer discretionary, food & beverage, casinos & gaming, and IPOs, with a particular focus on mic ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

The Palm Beach Sandal Company filed for Chapter 11 bankruptcy court protection this week. Citing former first lady Jacqueline Kennedy as its muse, the company’s website said that the original Palm Beach sandal was created for Kennedy in 1964. More from WWD The filing on Tuesday in a federal bankruptcy court in West Palm Beach stated that the case was under Subchapter V of Chapter 11. This subchapter allows small- and mid-sized companies take advantage of the Chapter 11 process. These are firms that woul ...

Investors with a lot of money to spend have taken a bearish stance on Uber Technologies (NYSE:UBER).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with UBER, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options scanner ...