General Motors
GMleaderGeneral Motors is one of the world's largest automakers by revenue. GM earns the majority of its profits from high-margin trucks and large SUVs in North America, while investing heavily in its Ultium EV platform to transition to electric vehicles.
产品与营收
产品营收占比
营收构成 ($187B)
静态数据（加载实时财务…）
业务板块构成与主要客户
产品详情
GM's top-selling light-duty trucks, competing directly with Ford F-150. Consistently top-3 best-selling vehicles in the US.
Large SUV lineup including Tahoe, Suburban, Yukon, and Escalade — among the highest-margin vehicles globally.
GM's next-gen EV architecture powering Hummer EV, Silverado EV, Equinox EV, and Blazer EV. Targeting 1M+ EV units by 2025.
Self-driving robotaxi service. Operations paused in 2024 following regulatory issues; restructuring underway.
Captive auto lending arm providing financing for GM vehicles globally.
供应链关系
宏观与市场背景
프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화
미국 소매판매 증감 (MoM)
소비자신뢰지수 (Conference)
명품 시장 성장률 (글로벌)
전자상거래 침투율
近期催化剂
机构信号
| 机构 | 操作 | 价值 | 季度 | 申报日期 |
|---|---|---|---|---|
| BlackRock | accumulating | $147M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $48M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $39M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $4M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $8M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $326M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $545M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $1.4B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $1.3B | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $83M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $291M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $118M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $148M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $1M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $454M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $16M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $45M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $16M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $3M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $79K | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $121M | 2024.06 | 2024-08-13↑ |
| Vanguard Group | reducing | $169M | 2025.12 | 2026-01-29↓ |
| Vanguard Group | reducing | $109M | 2025.12 | 2026-01-29↓ |
| Vanguard Group | accumulating | $424M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | reducing | $41M | 2025.12 | 2026-01-29↓ |
| Vanguard Group | accumulating | $8.1B | 2025.12 | 2026-01-29↑ |
| State Street | accumulating | $3.7B | 2025.12 | 2026-02-13↑ |
| Wellington Management | accumulating | $95M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $17M | 2025.12 | 2026-02-17↑ |
| Wellington Management | reducing | $852K | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $198K | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $2M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $279K | 2025.12 | 2026-02-17↓ |
| Wellington Management | accumulating | $21M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $8M | 2025.12 | 2026-02-17↑ |
| Viking Global Investors | reducing | $553M | 2025.12 | 2026-02-17↓ |
| FMR (Fidelity) | accumulating | $666M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $50M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $294M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | reducing | $201K | 2025.12 | 2026-02-17↓ |
| FMR (Fidelity) | accumulating | $275M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $7M | 2025.12 | 2026-02-17↑ |
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AI 分析
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企业信息
行业概况 — 소비재 (경기민감)
行业新闻프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화
미국 소매판매 증감 (MoM)
소비자신뢰지수 (Conference)
명품 시장 성장률 (글로벌)
전자상거래 침투율
核心主题
- •소비 양극화 — Amazon/LVMH 프리미엄 수요 vs Dollar General 가성비
- •AI 개인화 추천 → 전환율 개선 — AMZN·JD 수혜
- •중국 소비 회복 기대감 — LVMH·RMS 매출 반등 베팅
近期催化剂
- ◆Amazon·Tesla Q1 실적 (2026.04~05)
- ◆중국 5.4월 소매판매 데이터