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X @Tesla Owners Silicon Valley
Chibi made my thumbnail come alive.Grok imagine is awesome https://t.co/VM7VFHExCl ...
X @Tesla Owners Silicon Valley
RT Tesla Club Austria (@TeslaClubAT)We got caught right at the start of our Cybertruck Austria Tour 👮‍♀️👮‍♂️👮‍♂️😆Just kidding. Till now we had a lot of police interactions but EVERY time they just want to see the car and are excited ❤️ https://t.co/j5qlEURDGC ...
电力设备行业跟踪周报:储能锂电景气上行,业绩与估值有望双升
Soochow Securities· 2026-03-23 00:24
证券研究报告·行业跟踪周报·电力设备 电力设备行业跟踪周报 储能锂电景气上行,业绩与估值有望双升 2026 年 03 月 22 日 增持(维持) [Table_Summary] 投资要点 证券分析师 曾朵红 执业证书:S0600516080001 021-60199793 zengdh@dwzq.com.cn 证券分析师 阮巧燕 执业证书:S0600517120002 ruanqy@dwzq.com.cn 行业走势 -16% -8% 0% 8% 16% 24% 32% 40% 48% 56% 2025/3/24 2025/7/22 2025/11/19 2026/3/19 电力设备 沪深300 相关研究 《储能锂电景气上行、欧洲海风北美 缺电持续》 2026-03-22 《缺电电力设备高景气、储能需求持 续向好》 2026-03-08 东吴证券研究所 1 / 50 请务必阅读正文之后的免责声明部分 ◼ 电气设备 11265 下跌 3.06%,表现强于大盘。(本周,3 月 16 日-3 月 20 日,下同),核电跌 9.52%,风电 跌 7.88%,发电设备跌 7.78%,锂电池跌 6.48%,新能源汽车跌 5 ...
X @Tesla Owners Silicon Valley
RT Ted Marena "Trust Ted" (@teodoroj)If you use @Tesla FSD, then you are already experiencing AI improving the future. Thank you @elonmusk and the entire Tesla AI development team. Glad to be part of the @teslaownersSV journey. ...
中国车企全球销量20多年来首次超日本居榜首;雷军回应是否养“龙虾”;羽毛球大降价;霍尔木兹海峡梗阻氦气价格暴涨40%丨邦早报
创业邦· 2026-03-23 00:06
【日媒:中 国车 企全球销量 20 多年来首次超日本居榜首】 据《日本经济新闻》网站 3 月 21 日报 道,日本汽车制造商 2025 年全球累计汽车销量小幅下降至约 2500 万辆,自 2000 年以来首次跌 落榜首。中国车企去年全球累计销量为近 2700 万辆,超越日本首次跃居世界第一。据报道,比亚迪 2025 年销量超越福特,位居全球第六;吉利汽车的销量超越本田,位列第八。在纯电动汽车方面, 比亚迪超越美国电动汽车品牌特斯拉跃居全球首位。在全球销量前 20 名的汽车制造商排行榜中,中 国共有 6 家车企上榜,超过日本的 5 家。奇瑞、长安、上汽、长城榜上有名。(新华社) 【曝腾讯云 AI 业务调整,吴运声辖下产品三部划归 CTO 王慧星】 据媒体报道,腾讯云近期决定将 腾讯云产品三部从腾讯云副总裁、腾讯云智能和优图实验室负责人吴运声辖下划归由腾讯副总裁、腾 讯云 CTO 王慧星负责。此外,不少算力训练平台相关业务和人员也计划陆续转去 IaaS 团队。资料 显示,吴运声于 2007 年加入腾讯,先后负责 QQ 影音、 QQ 旋风、 QQ 浏览器、天天 P 图等产 品。 2012 年,吴运声从零开始,一手组 ...
马斯克再为Optimus打call
Robot猎场备忘录· 2026-03-23 00:03
温馨提示 : 点击下方图片,查看运营团队最新原创报告(共260页) 说明: 欢迎约稿、刊例合作、行业交流 , 行业交流记得先加入 "机器人头条"知识星球 ,后添加( 微信号:lietou100w )微信; 若有 侵权、改稿请联系编辑运营(微信:li_sir_2020); 正文: 3月已非Optimus V3发布最佳节点,关注T链们左侧机会,静待右侧机会! 3月21日,马斯克在X平台发文,再谈太空计划,表示" Optimus+PV(光伏)将成为首个冯·诺依曼探测器,这是 一种能够利用太空中的原材料完全复制自身的机器。 " —— 10月15日发酵的"三花智控获得特斯拉6.85亿美元大额采购订单"和今年1月2日发酵的"特斯拉Optimus七家核心 供应商名单";以往已多次证伪他发文,这一次"站"一下,期待V3能在4月发布。 针对光伏,3月20日(消息),特斯拉预向中国供应商采购29亿美元的光伏设备;针对Optimus,利好催化显然 不足,对于目前T链们而言,催化点是Optimus V3亮相且V3表现要超预期。 目前关于Optimus V3发布时间已有分歧,上周开始,市场口径多改为3月底或4月初。其实小编往期文章 变 ...
X @Tesla Owners Silicon Valley
The Terafab announcement is insane and I still cannot wrap my mind around it.Tesla + SpaceX dropping a $20B+ joint mega-fab in Texas with full vertical integration (logic, memory, packaging all under one roof) to crank out terawatt-scale AI chips for Optimus, FSD, robotics, and Starship missions?This isn’t just a factory… it’s the biggest vertical leap in compute history. My brain is officially buffering ...
陆家嘴财经早餐2026年3月23日星期一
Wind万得· 2026-03-22 22:54
Group 1 - Premier Li Qiang emphasized that China's competitive advantages come from deepening reforms and innovation, not subsidies or protectionism, and highlighted the importance of fair competition in the market economy [4] - Central Bank Governor Pan Gongsheng stated that the People's Bank of China will maintain a supportive monetary policy stance to create a favorable environment for stable economic growth and high-quality development [4] - The National Internet Emergency Center and the China Cybersecurity Association released security guidelines for the use of OpenClaw, providing recommendations for ordinary users and cloud service providers [5] Group 2 - The China Development Forum 2026 released multiple policy signals, indicating a focus on high-quality development and global economic stability [6] - The Chinese automotive industry achieved a significant milestone by surpassing Japan in global annual sales for the first time, with nearly 27 million vehicles sold [17] - The Ministry of Finance plans to increase public service spending and implement consumer-friendly policies to stimulate domestic demand, including a special fund of 100 billion yuan to promote consumption [9][10] Group 3 - The latest findings from the Ministry of Natural Resources revealed a significant increase in rare earth resources in Sichuan, with verified reserves totaling 9.67 million tons, marking an over 200% increase compared to previous estimates [18] - The launch of the "TERAFAB" chip manufacturing project by Tesla aims to achieve an annual production capacity of over 1 terawatt, with an estimated total investment of $20 billion [21] - Apple CEO Tim Cook announced continued support for innovation and education in China, pledging additional donations to a national vocational education pilot project [22]
X @Tesla Owners Silicon Valley
Tesla demand confirmed. https://t.co/WmYxL5TR5z ...