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机械设备行业点评报告:人形机器人:量产临界点已至,入场布局正当时
KAIYUAN SECURITIES· 2025-12-01 03:13
机械设备 2025 年 12 月 01 日 相关研究报告 《人形机器人:情绪向左,产业向右 —行业点评报告》-2025.11.20 《人形机器人的 2026:"1-10"时刻开 启》-2025.11.5 投资评级:看好(维持) 行业走势图 《特斯拉首次公开明确 Optimus 量产 时间点,2026 年 Q1 前 V3 有望亮相— 行业点评报告》-2025.10.28 人形机器人:量产临界点已至,入场布局正当时 ——行业点评报告 孟鹏飞(分析师) 黄雄(分析师) mengpengfei@kysec.cn 证书编号:S0790522060001 数据来源:聚源 -24% -12% 0% 12% 24% 36% 2024-12 2025-04 2025-08 机械设备 沪深300 huangxiong@kysec.cn 证书编号:S0790525070005 人形机器人板块持续反弹,布局窗口开启 近期人形机器人板块指数及龙头个股呈现显著反弹态势,资金回流明显,板块整 体步入上行通道。上周(11 月 24 日-28 日,全文同)大盘整体上行,沪深 300 与科创 50 指数分别上涨 1.64%、3.21%;人形机器 ...
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Tesla Owners Silicon Valley· 2025-12-01 03:04
RT Tesla Owners Silicon Valley (@teslaownersSV).@elonmusk"I think there's good things in all religions that are good principles, that you can sort of read any religious text and say, Okay, this is a good principle. This is going to lead to a better society. In Christianity, have empathy for fellow human beings, is a good one, I think, for good society, just consider the feelings of others and treat other people as you would like to be treated” ...
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Tesla Owners Silicon Valley· 2025-12-01 03:04
RT Tesla Owners Silicon Valley (@teslaownersSV).@elonmusk"One way to frame civilizational progress is the percentage completion on the Kardashev scale.Kardashev I is what percentage of a planet's energy are you successfully turning into useful work. Concept II would be, what percentage of the sun's energy are you converting it to useful work? III would be, what percentage of the galaxy are you converting it to useful work?" ...
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Tesla Owners Silicon Valley· 2025-12-01 03:04
RT Tesla Owners Silicon Valley (@teslaownersSV)Elon Musk"I've generally found that when I get involved in politics, it ends up badly!""So then I'm like, you know…'probably shouldn't do that. I should do less of that' is my conclusion…Politics is a blood sport. You enter politics, they go for the jugular… Best to avoid politics where possible!" ...
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Tesla Owners Silicon Valley· 2025-12-01 03:04
RT Tesla Owners Silicon Valley (@teslaownersSV)BREAKING: Grok 4,1 Fast just hit #1 on OpenRouter by a comical margin:• 2 million token context• $3/$15 per million (cheaper than GPT-4o, way cheaper than Claude 3.5/Opus)• Actually uncensored• Faster than everything except the mini models• Parallel tool calling + structured output + vision, all in one• Currently crushing every reasoning, coding, and math benchmark that matters ...
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Tesla Owners Silicon Valley· 2025-12-01 03:03
RT Tesla Owners Silicon Valley (@teslaownersSV)Grok is now active on your For You and Following timelines.It can analyze posts, reply directly, and provide real-time summarize threads or profiles you’re viewing.Powered by Grok 4.1 (currently the strongest model available), with major upgrades and new capabilities scheduled throughout the coming months. ...
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Tesla Owners Silicon Valley· 2025-12-01 02:59
I would love to see the Model Y X L in 🇺🇸 https://t.co/I0SKKBJWuu ...
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Tesla Owners Silicon Valley· 2025-12-01 02:48
Cybertruck FSD 14.2.1 parks itself at a supercharger in a parking garage https://t.co/pdqNhLu1AE ...
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Tesla Owners Silicon Valley· 2025-12-01 02:35
Tesla Pure Vision 🤯 https://t.co/YaNGDG57PP ...