人形机器人赛道现阶段在全球范围内受到前所未有的关注，资本宠儿，尤其是国内，更是受到政策及政府基金扶 持，人形机器人赛道广大前景毋庸置疑。 温馨提示 ： 点击下方图片，查看运营团队最新（12月）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）； 如今2025年即将结束，回顾全年： 正文： 详细解读，查看星球内相关文章 ： 【原创】车企、产业链公司、智驾领域从业者，疯狂涌入具身智能赛道 —— 一级市场： 1）具身智能 赛道仍旧火爆，资本热情不减，行业仍旧存在各种"非共识"，窗口期未过，新晋 创企源源不断； 2） 技术迎来瓶颈期， 头部创企从画技术大饼到纷纷聊商业化，在手搓机器人阶段， 大额 订单泛滥，以战略订单和数采订单为主；3）商业场景没有跑通，仍旧停留在科研教育、展览娱乐、数采等 场景，轮式会相对快一些；4）头部创企们却已争相IPO（懂得都懂）。 二级市场： 上游产业链率先获利，尤其是T链标的；二级市场机器人板块行情核心催化皆来自于特斯 ...

See you tomorrowTesla Owners Silicon Valley (@teslaownersSV):2 Days till Holiday Toy Drive, Block Party & Tesla Light Show!🗓️ December 17th🕐 1:00pm - 5:00pm📍 Palo Alto, CARegster 👉🏼 https://t.co/mRKaUTVpwg https://t.co/dtYCBYGDCe ...

🤣🤣Craig Coker (@FromWhereICHG):I made an Elon lock chime https://t.co/LPWLDDewb0 ...

Core Viewpoint - Tesla's recent actions have captured global investors' attention, with a significant contrast between the court's ruling on a $56 billion compensation package and shareholders approving a $1 trillion incentive for Elon Musk [1] Group 1: Compensation Packages - The $1 trillion incentive approved by 76.6% of shareholders is not merely an upgrade from the $56 billion package; it represents a fundamentally different approach, akin to "food delivery at the doorstep" versus "ingredients just ordered" [2] Group 2: Legal and Shareholder Perspectives - The court has invalidated the previous $56 billion compensation due to procedural flaws, while shareholders view the new $1 trillion package as a strong motivator for future growth [1]

The Model Y performance is the best family small SUV. 👀⚡️🔥🤯💥 https://t.co/C2AuQQEpeDTesla Owners Silicon Valley (@teslaownersSV):In love with the Tesla Model Y performance. Well done Tesla https://t.co/vXbiiIlscw ...

RT Nic Cruz Patane (@niccruzpatane)This is the new SpaceX ISS Docking Simulator game added in Tesla’s 2025 Holiday Update.Its the actual interface used by NASA Astronauts to manually pilot the SpaceX Dragon 2 vehicle to the International Space Station. https://t.co/8z0ZpqN6TY ...

The Supercharger network is the world’s largest + most reliable fast charging network>75,000 Superchargers globally w/ 8,000 different locations & an uptime of 99.9+% ...

In love with the Tesla Model Y performance. Well done Tesla https://t.co/vXbiiIlscw ...

Market Performance - The three major U.S. stock indices closed lower, with the Dow Jones down 0.51% at 48,458.05 points, the S&P 500 down 1.07% at 6,827.41 points, and the Nasdaq down 1.69% at 23,195.17 points [1] - Most large-cap tech stocks declined, with Nvidia down over 3%, Amazon down nearly 2%, and Google, Microsoft, and Facebook down over 1%. In contrast, Tesla rose nearly 3% and Apple increased by 0.09% [1] - Chinese concept stocks mostly fell, with Canadian Solar down over 10%, Daqo New Energy down over 6%, and Pony.ai down over 5%. However, TAL Education rose over 3%, and New Oriental and NetEase both increased by over 2% [1] European Market - European stock indices closed slightly lower, with Germany's DAX down 0.41% at 24,196.16 points, France's CAC40 down 0.21% at 8,068.62 points, and the UK's FTSE 100 down 0.56% at 9,649.03 points [1] Commodity Prices - COMEX gold futures rose 0.39% to $4,329.80 per ounce, with a weekly increase of 2.05%. In contrast, COMEX silver futures fell 3.88% to $62.09 per ounce, but saw a weekly increase of 5.13% [1] - U.S. oil futures closed down 0.12% at $57.53 per barrel, with a weekly decline of 4.24%. Brent crude oil futures fell 0.11% to $61.21 per barrel, with a weekly drop of 3.98% [1] Metal Prices - London base metals closed lower, with LME copper down 2.69% at $11,552.50 per ton, and a weekly decline of 0.59%. LME zinc fell 2.01% to $3,139.00 per ton, but had a weekly increase of 1.32% [1] Bond Yields - U.S. Treasury yields were mixed, with the 2-year yield down 1.20 basis points at 3.522%, while the 10-year yield rose 3.14 basis points to 4.184% [1] - European bond yields collectively increased, with the UK 10-year yield up 3.3 basis points at 4.515% and France's 10-year yield up 2.3 basis points at 3.575% [1]

Core Insights - Tesla shareholders have approved an investment in Elon Musk's xAI, indicating strong support for Musk's ventures and potential synergies between Tesla and xAI [1] Company Developments - The approval of the investment by Tesla shareholders suggests a strategic alignment with Musk's broader technology initiatives, which may enhance Tesla's capabilities in artificial intelligence [1] - There is speculation regarding whether SpaceX could be the next company to receive similar investment support from Tesla, highlighting potential future collaborations [1]