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X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-09-14 04:48
Elon Musk “If you buy a gas car that’s not self-driving, it’s like riding a horse and using a flip phone.”Hello It’s 2025 — time to upgrade.https://t.co/H3NxCaMNIZ ...
特斯拉董事长为马斯克万亿薪酬方案辩护
Ge Long Hui A P P· 2025-09-14 04:47
格隆汇9月14日|据英国金融时报,特斯拉董事长丹霍姆(Robyn Denholm)为她决定向马斯克提供万 亿美元股票期权辩护,称他是一位"独特"的首席执行官,必须付出超乎常人的努力并实现"看似不可能 的目标",才能获得这一历史性奖励。丹霍姆在接受采访时表示:"为了实现我们设定的愿景目标,他必 须投入超越常人的时间、精力与努力。这绝对不是轻而易举的事。这是一个极具雄心的计划……他若能 完成,就有权获得前所未有的奖励。"丹霍姆同时为董事会对马斯克有争议的政治立场采取"不干涉"的 态度辩护,强调他享有言论自由,也具备特斯拉所需的独特特质。 ...
机器人产业跟踪:龙头引领下的灵巧手即将升级,景气度有望提升
Orient Securities· 2025-09-14 02:12
龙头引领下的灵巧手即将升级,景气度有 望提升 ——机器人产业跟踪 杨震 021-63326320 yangzhen@orientsec.com.cn 执业证书编号:S0860520060002 香港证监会牌照:BSW113 核心观点 投资建议与投资标的 随着海外特斯拉推出新一代灵巧手,灵巧手行业的自由度和功能等指标有望再次升级, 我们看好灵巧手产业链景气度上升。相关标的:震裕科技(300953,买入)、汉威科技 (300007,未评级)、南山智尚(300918,未评级)、鸣志电器(603728,未评级)。 风险提示 产品降价风险、场景需求落地不明确导致低于预期、国家政策变化导致行业发展放缓、 海外龙头厂商生产不及预期、行业融资不及预期、模型发展和数据采集慢于预期。 机械设备行业 行业研究 | 动态跟踪 国家/地区 中国 行业 机械设备行业 报告发布日期 2025 年 09 月 14 日 看好(维持) | 行业龙头战略加码机器人,行业有望加速 | 2025-09-06 | | --- | --- | | 放量:——机器人产业跟踪 | | | 海外人形机器人即将落地,板块格局确定 | 2025-08-31 | | ...
Jobs data in focus as economic outlook brightens
Michael West· 2025-09-14 02:00
Labor Market Overview - Australia's unemployment rate is expected to remain low at 4.2% according to ANZ Bank, with the rate holding below 4.3% since late 2021, except for a brief spike in June 2023 [1][2] - Economists predict job creation in August to be similar to July's 24,500, with ANZ forecasting a stronger addition of 32,500 jobs, indicating robust labor demand [3] Wage Growth and Economic Impact - The tight labor market has resulted in workers receiving a larger share of economic income, with real wage growth at a five-year high, contributing to improved living standards and consumption [4][5] - Wage increases from the Fair Work Commission have added approximately $28 billion in income to workers over the past year [6] - The share of total income going to wages has risen to 54% from below 50% since the Labour government took office, which is viewed positively for working individuals [8] Economic Conditions and Consumer Demand - Weak consumer demand has limited businesses' ability to pass on higher costs, creating a low-inflation environment that is favorable from a central bank perspective [9] - Productivity growth is improving, and underlying labor costs for businesses are moderating, suggesting a balanced economic outlook [8]
宗馥莉或另立门户,启用新品牌“娃小宗”;老乡鸡客服回应西贝与罗永浩争议;雀巢投资者要求董事长辞职丨邦早报
创业邦· 2025-09-14 01:09
完整早报音频,请点击标题下方小耳机收听 【宗馥莉或另立门户,启用新品牌 "娃小宗"】 记者从多个信源了解到,娃哈哈或使用新品牌"娃小宗"。据杭州娃 哈哈宏辉食品饮料有限公司的一份内部文件显示,自娃哈哈集团创始人离世后,公司一直努力推进解决各项历史相 关遗留问题,为维护"娃哈哈"品牌使用的合规性,公司决定从 2026 年新的销售年度起,更换使用新品牌"娃小 宗"。( 蓝鲸新闻) 【老乡鸡回应西贝与罗永浩争议】 9 月 12 日晚,罗永浩在多个平台开启直播,回应近日与餐饮品牌西贝的争议。 在回应与西贝争议之余,罗永浩还"猛夸"老乡鸡,他表示,餐饮企业用预制菜是合法的,老乡鸡是行业表率。有媒 体致电老乡鸡公司,客服人员表示,老乡鸡所有菜品的原料来源、加工方式等,都可以在官方公众号进行溯源。关 于西贝与罗永浩就预制菜的争议,老乡鸡客服人员表示,他们对此不太了解;关于罗永浩在直播中对老乡鸡的赞 扬,客服表示:"感谢关注。"(新浪财经) 【米哈游公司回应原神角色着装暴露】 9 月 10 日,网络游戏《原神·空月之歌》 6.0 版本正式上线。有网友质 疑,游戏中的新草系角色"菈乌玛"着装太过暴露,从侧面视角看"仿佛未穿着衣 ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-09-14 00:52
RT Andrea Stroppa 🐺 Claudius Nero's Legion 🐺 (@andst7)Bravo @kimbal 👏🏻 ...
特斯拉、宇树、智元、小鹏、乐聚等,产业链上市公司周速递
Robot猎场备忘录· 2025-09-14 00:02
温馨提示 : 点击下方图片,查看运营团队最新原创报告(共235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: 9月第二周,机器人板块延续上周 " 过山车 "似的行情,T链先行("齐飞"),不同的点是T链在本周迎来"分化", 核心标的接连发力,但后续面临利好缺乏困境。 人形机器人四大核心供应链中, 本周机器人板块,利好催化仅来自于特斯拉Optimus。 意料中的9月8日(周一): 意料中的机器人板块大爆发,尤其是T链们 (T1、T2、新晋T链和潜在T链)。 核心催化事件来源于上周末特斯拉Optimus利好事件催化(马斯克万亿美元薪酬方案和和官方微博建立) (小编 在 上周 "机器人头条"知识星球 产业链周资讯有提到并已梳理重点企业): 两件事件结合马斯克于9月2日表示:特斯拉约80%的价值将来自机器人Optimus;正如小编当时星球中所提到, 后续特斯拉在Optimus投入会更大,加速其量产进程,同时中国是后续Optimus落地重要市场, 绝对 ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-09-13 23:24
Doing truck things https://t.co/mA5zzpj8fF ...
喜娜AI速递:昨夜今晨财经热点要闻|2025年9月14日
Sou Hu Cai Jing· 2025-09-13 22:19
Group 1 - A new round of key industry growth stabilization plans has been launched, focusing on ten critical industries to promote development, including steel and non-ferrous metals, with an emphasis on both supply-side technological innovation and demand-side consumption upgrades [2] - The China Fund Industry Association reported that the top three fund sales institutions are Ant Fund, China Merchants Bank, and Tian Tian Fund, with Ant Fund leading in equity fund scale and showing strong growth [2] - The U.S. Department of Commerce has added 23 Chinese entities to its entity list, including 13 integrated circuit companies, citing national security concerns, which has drawn strong opposition from China [2] Group 2 - The expectation of a Federal Reserve interest rate cut has increased, leading to mixed performance in U.S. stock markets, with the Nasdaq reaching a new high, while consumer confidence has declined [3] - The live broadcast by Luo Yonghao addressing the controversy over pre-made dishes has gained significant attention, with support from various restaurant industry leaders and a move towards regulatory compliance in the pre-made food sector [3] - The cryptocurrency market has seen a surge in prices following the Fed's interest rate cut expectations, with over 150,000 liquidations occurring in the past 24 hours [3] Group 3 - The China Securities Regulatory Commission has announced administrative penalties against Dongtong for financial fraud, proposing fines totaling 2.73 billion yuan and initiating delisting procedures due to significant violations [4] - Shanshan Co. has experienced a significant stock price increase of 134.98% since April, with a year-on-year revenue growth of 11.78% and a net profit surge of 1079.59%, benefiting from improved market conditions and strategic partnerships [5] - Multiple regions have introduced new real estate policies to stimulate demand, with approximately 190 cities implementing nearly 440 optimization policies, indicating a potential boost in the housing market during the traditional peak season [5] - The second batch of 14 technology innovation bond ETFs has been launched, with the Tianhong Technology Innovation Bond ETF raising over 2.9 billion yuan in a single day, reflecting strong market interest [5]