February 26, 2026 08:21 PM GMT Robotics | North America Humanoid Horizons: Can US and China Collaborate on Robots? China-based robotics suppliers appear to be targeting a deeper US market expansion at the same time that US companies are pushing for new domestic capacity. The upcoming Trump/Xi meeting could shape the direction of US-China robotics engagement in the years ahead. Key Highlights on Humanoids 2 Months into 2026: | M February 26, 2026 08:21 PM GMT Humanoid Horizons: Can US and | Morgan Stanley & ...

ANCHOR REPORT Global Markets Research 23 February 2026 Global Physical AI – Industrial scaling begins Execution economics will decide the winners While market attention remains centered on AI capability, we believe execution economics – manufacturing scale, supply-chain integration, and deployment readiness – will ultimately determine the winners. As a result, currently value creation structurally favors system integrators with capital endurance and industrial testbeds, rather than pure-play technology inno ...

Group 1 - Tesla's competitors in China, including BYD, XPeng, Nio, Xiaomi, and Li Auto, experienced a decline in sales in February compared to January due to the Lunar New Year holidays [1] - The Lunar New Year holidays typically impact automotive sales, leading to seasonal fluctuations in demand for electric vehicles [1] - The sales performance of these companies indicates a competitive landscape in the Chinese EV market, with potential implications for market share and growth strategies [1]

Core Insights - Tesla Inc has experienced its 13th consecutive month of declining sales in Europe, with new car registrations falling 17% year-on-year in January to 8,075 units, resulting in a market share drop to 0.8% from 1% a year earlier [1][2] - In contrast, BYD Company has seen a significant increase in market share, with sales volume in Europe more than doubling, reaching 18,242 units, a 165% year-on-year increase [3][4] Group 1: Tesla's Sales Performance - Tesla's sales volume across 13 European markets has dropped approximately 50% since January 2024, indicating an accelerating decline [3] - In the UK, Tesla's registrations have plunged by 57% [3] - Despite Tesla's struggles, battery electric car sales in the EU increased nearly 14% in January, with the segment now accounting for almost 20% of the market [3] Group 2: Competitive Landscape - BYD has overtaken Tesla as the world's top EV brand, highlighting the competitive pressure Tesla faces from Chinese automakers who have a cost advantage [4] - Globally, Tesla's deliveries have fallen for two consecutive years, with a reported drop of 8.6% in 2025 to 1.64 million units [4] Group 3: Market Sentiment on Future Innovations - Much of Tesla's valuation, approximately $1.5 trillion, is based on the potential success of autonomous vehicles, with Elon Musk claiming robotaxis could represent "the largest asset value increase in human history" [5] - Market sentiment appears skeptical regarding the timeline for Tesla's robotaxi milestones, with low trading volumes indicating that bettors are pricing these developments as unlikely [6]

🚨 Tesla FSD has now surpassed 8.4 billion miles driven.The latest Vehicle Safety Report shows FSD (Supervised) has exceeded 8.41 billion miles in total.That’s an enormous real-world data set, and data is the foundation of autonomy.$TSLAhttps://t.co/8Yg1ZsKMQD ...

Cybertruck’s new price is $70k https://t.co/hkvLGyHgw0 ...

海外科技 2026 年 03 月 01 日 投资评级：看好（维持） 行业走势图 -20% -10% 0% 10% 20% 30% Wind 恒生指数 数据来源：聚源 相关研究报告 《春节成为 C 端 AI 全民普及拐点，国 产大模型跻身全球第一梯队—行业周 报》-2026.2.22 《AI 入口竞争加剧，关注 Moltbot 带 动的生态机会—行业周报》-2026.2.1 《RoboX 进展顺利，家用机器人新品 密集亮相—行业周报》-2026.1.25 国内 BC 端 AI 生态逐步进入加速节点，OpenAI 完 成全球 AI 领域迄今规模最大单笔融资 ——行业周报 | 初敏（分析师） | 杨哲（分析师） | 荀月（分析师） | | --- | --- | --- | | chumin@kysec.cn | zhangke1@kysec.cn | yangzhe@kysec.cn | | 证书编号：S0790522080008 | 证书编号：S0790523070001 | 证书编号：S0790524100001 | 国内：B/C 市场双轮驱动，国内 AI 市场或进入加速拐点 B 端/Agent 端：根据 O ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

行 业 研 究 / 行 业 点 《春晚机器人亮相、首台 Cybercab 下 线，继续看好 AI 应用方向 —— 2026/2/9-2026/2/15 汽车周报》 2026/02/23 证券分析师 戴文杰 A0230522100006 daiwj@swsresearch.com 联系人 邵翼 A0230524120001 2026 年 03 月 01 日 小鹏比亚迪新技术发布，投资进入 事件催化密集期 行 业 及 产 业 看好 ——2026/2/24-2026/3/1 汽车周报 本期投资提示： 请务必仔细阅读正文之后的各项信息披露与声明 本研究报告仅通过邮件提供给 中庚基金 使用。1 评 证 券 研 究 报 告 汽车 shaoyi@swsresearch.com ⚫ 观点：①小鹏 VLA 2.0 下周发布，有望重归智驾 top 榜，推荐小鹏、理想，关注小马智 行等。②比亚迪技术发布会在即，有望解决高速+冬季用车痛点，巩固全系产品竞争， 推荐比亚迪。③英伟达 GTC 预热，全 ai 战略引燃智驾+机器人+工业 ai，推荐恒勃、银 轮、隆盛、福达、岱美，关注拓普、三花等。④我国养路费 2009 年并入成品油消费 ...