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）； 正文： "速度"与"泡沫"共存，对于具身智能赛道而言，适当"减速"可能更利于行业发展。 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；最强"卖铲人"[英伟达]和人形机器人赛道"引领者"[特斯拉]，双方创始人 黄仁勋和马斯克在CES2025大会期间先后宣布人形机器人时代即将到来！ 如今2025年即将结束，回顾全年： 详细解读： 1、人形机器人终是巨头间博弈，绝大数人形机器人领域创企将倒在商业化进程中 人形机器人入局者已从最初的创业派为主、产业派和科技大厂战略入局变为以汽车主机厂为代表的产业派和互联 网、电子商务、消费电子等为代表科技大厂为主；目前来看，多数大厂入局人形机器人赛道仍属于初期阶段，现 阶段还没有可商用双足人形机器人产品亮相。 详细解读 ...

Look who I ran into @MrColionNoir @woodhaus2 @TaranTactical @ArmoredCGWe shot out my Cybertruck and Erick’s with everything from 9mm to 0.5 calFootage to come in the upcoming weeks. https://t.co/ByJNmhDUHF ...

RT AleXandra Merz 🇺🇲 (@TeslaBoomerMama)🫡You have to ask for unreasonably huge, very unlikely things. The universe (well, Elon) may just meet me at my level of audacity.This would incarnate the culmination of all my capabilities accumulated over 40 years, and serve the best cause.No reaction yet, but hopeful. ...

Core Insights - The article discusses the performance and market share of major Battery Electric Vehicle (BEV) manufacturers, highlighting the growth trends and competitive landscape in the electric vehicle market [6][9][11]. Group 1: Market Performance - BYD continues to lead the global BEV market with nearly 600,000 units sold in Q3 2025, representing a 33% year-on-year growth. The company has a strong presence in overseas markets, contributing 27% to its sales [6]. - Tesla ranks second with over 13% global market share, achieving a 7% increase in sales year-on-year in Q3 2025, driven by the strong performance of the updated Model Y and preemptive purchases in the U.S. before the EV tax credit expiration [11]. - Geely Holding ranks third with a 10% global BEV market share, experiencing a 51% year-on-year increase in sales in Q3 2025, supported by its brands targeting the economy and mid-range electric vehicle segments [7][10]. Group 2: Sales and Market Share Trends - Global sales of new energy vehicles saw a significant year-on-year increase of 32% in Q3 2025, with BEVs accounting for two-thirds of total electric vehicle sales. The BEV penetration rate reached a record high of 18% of global passenger car sales, up from 14% the previous year [9]. - China remains the core driver of global growth, contributing 60% of global BEV sales, followed by Europe and the U.S. [9]. - The top-selling electric vehicles in Q3 2025 included Tesla Model Y, Geely Galaxy, and Tesla Model 3, indicating strong competition among leading brands [9]. Group 3: Competitive Strategies - BYD's competitive advantage lies in its diverse product offerings in BEV and PHEV segments, particularly in compact SUVs and sedans, maintaining its market leadership through competitive pricing and scale effects [6]. - Geely's strategy of combining affordable pricing with advanced software has resonated well with consumers in the competitive Chinese market, with its Galaxy brand contributing over half of its total BEV sales [10].

吉利控股集团以10%的全球BEV市场份额位列全球第三，第三季度销量同比增长51%。集团旗下银河与 极氪两大品牌在中国经济型及中端电动车市场表现突出，持续推动销量增长。 中新网北京12月11日电(记者 吴涛)10日，科技研究咨询公司Counterpoint Research发布数据报告称， 2025年第三季度，全球新能源汽车销量同比大幅增长32%。 特斯拉以超过13%的全球份额排名第二，2025年第三季度销量同比增长7%。今年特斯拉销量提升主要 受益于改款Model Y的表现，以及在中国推出的长轴距版Model Y。(完)【编辑:于晓艳】 在车企层面，比亚迪集团在2025年第三季度以近60万辆的BEV继续稳居全球市场第一，同比增长33%。 该公司在欧洲、东南亚和拉美等海外市场表现强劲，出口量超过15万辆，海外市场贡献率达27%。 其中，纯电动车(BEV)继续占据主导地位，占全球电动汽车销量的三分之二，其销量较去年同比增长 32%。插电式混合动力汽车(PHEV)也实现温和增长，同比增长6%。 报告称，第三季度BEV普及率创下新高，占全球乘用车销量的18%，高于去年同期的14%。中国仍是全 球增长的核心动力，贡献了 ...

RT Teslaconomics (@Teslaconomics)Elon, I’m sorry for screenshotting our message about the interview. I was just overly excited for what this could mean for me and my family. We were all so excited and I was preparing for the day I’d cook, drink, and interview you. It genuinely felt like one of the greatest moments in my life. I hope you can forgive me. I had zero wrong intentions. You know I always got your back. @elonmusk ...

Group 1: Federal Reserve and Market Reactions - The Federal Reserve lowered interest rates by 25 basis points and announced the purchase of short-term bonds, interpreted by the market as "not QE's QE" with a slightly dovish tone from Chairman Powell [1] - U.S. stock indices closed higher, with small-cap stocks leading the market; the S&P 500 rose by 0.67%, the Dow Jones increased by 1.05%, and the Nasdaq gained 0.33% [2] Group 2: Company Performance - Tesla, Broadcom, and Google saw stock increases of over 1%, while Oracle's post-earnings drop exceeded 10%, negatively impacting Nvidia, which fell over 1% in after-hours trading [3] - U.S. storage companies, including Micron Technology and Seagate Technology, reached new highs [4] Group 3: Chinese Market Developments - The Nasdaq Golden Dragon China Index rose by 0.64%, with notable gains from companies like Chuangzhi Global (over 47%), Junfu Capital (over 35%), and Fangduoduo (over 22%) [5] Group 4: Economic Indicators and Policies - U.S. Treasury yields fell across the board, with the two-year yield dropping over 7.6 basis points; the dollar decreased nearly 0.6%, marking its lowest level since October 29 [6] - China's satellite industry is rapidly developing, with successful launches of nine satellites, indicating a pressing need for satellite internet [7] Group 5: Sector Insights - The MLCC market is expected to grow significantly, with demand for AI servers projected to increase by 3.3 times by 2030 compared to 2025, driven by advancements in AI and automotive technologies [10] - The AI application "Qianwen" has surpassed 30 million monthly active users within 23 days of its public release, indicating strong growth potential in the AI sector [11] Group 6: Strategic Developments - Blueway Technology plans to acquire 100% of Peimeigao International, expanding into AI computing infrastructure [15] - Huasheng Co. intends to purchase 97.4% of AIDC company Yixin Technology for 6.62 billion yuan, focusing on green computing infrastructure services [15]

Group 1: Federal Reserve Actions - The Federal Reserve announced a 25 basis point cut in the federal funds rate target range to 3.50%-3.75%, marking the third rate cut of the year [1] - Fed Chairman Powell stated that discussions of rate hikes in early next year are not on the table, leading to a significant rebound in U.S. stock indices [1] - The decision to cut rates was not unanimously supported, with three dissenting votes, highlighting internal divisions within the Fed [6] Group 2: Market Reactions - Major U.S. stock indices saw substantial gains, with the Dow Jones up 497.46 points (1.05%), the S&P 500 approaching its historical high, and the Nasdaq rising 0.33% [1][2] - Large tech stocks showed mixed performance, with Tesla, Amazon, and Google rising over 1%, while Meta and Microsoft experienced declines [1][2] Group 3: Commodity and Cryptocurrency Markets - The commodity market was active, with spot silver rising 1.83% to $61.7854 per ounce, and COMEX silver futures increasing 2.27% to $62.230 per ounce, both reaching historical highs [2] - Gold also saw an increase of 0.46%, priced at $4227.37 per ounce, while the cryptocurrency market strengthened, with Bitcoin reaching $93,000 and Ethereum rising to $3,400 [2] Group 4: Chinese Stocks and Foreign Investment - Chinese stocks performed well, with the Nasdaq China Golden Dragon Index rising 0.65%, and notable gains in companies like Xiaoma Zhixing, Alibaba, and Baidu [3] - Foreign investment interest in Chinese assets is increasing, with predictions of an 18% rise in the MSCI China Index by the end of 2026, supported by robust economic growth and improved corporate earnings [5] Group 5: Economic Outlook - The Fed raised its GDP growth forecast for 2026 by 0.5 percentage points to 2.3%, while inflation is expected to remain above the 2% target until 2028 [7] - Market analysts expect the Fed to maintain a dovish stance, with potential further rate cuts anticipated in 2026 [8][9]

RT Sawyer Merritt (@SawyerMerritt)Ford was the most recalled automaker in the US in 2025 so far, while @Tesla was one of the least.Total recalls (including physical & software update recalls):• Ford: 143• FCA: 48• GM: 26• VW: 23• BMW: 20• Honda: 19• Hyundai: 19• Mercedes: 18• Toyota: 13• Kia: 12• Tesla: 11• Nissan: 9• Volvo: 8• Rivian: 6• Lucid: 3(all automakers aren't in the pie chart below due to a bug on the NHTSA's website) ...

Core Insights - The broader market has rebounded following a sharp correction in November, with the S&P 500 now just 1% below its all-time high, as investors anticipate a likely 25 bps rate cut by the Fed [3] Group 1: Market Conditions - Rising momentum and improving sentiment are creating favorable conditions for breakout setups in the market [7] - The S&P 500 is positioned for potential upside as it approaches year-end [3] Group 2: Company Highlights - GE Vernova Inc. (NYSE: GEV) has shown remarkable performance, rallying 90% year-to-date, and recently broke through a critical resistance level of $675 after announcing a dividend doubling, raised full-year guidance, and expanded stock buyback authorization [4][5] - Institutional flows indicate strong confidence in GEV, with $23.5 billion in inflows compared to $16.8 billion in outflows over the past 12 months [6] Group 3: Potential Breakout Candidates - GE Vernova, Tesla, and TeraWulf are identified as potential near-term breakout candidates, each trading just below major resistance levels and supported by strong technical structures [7]