Tesla(TSLA)

Search documents
国新证券每日晨报-20250912
Guoxin Securities Co., Ltd· 2025-09-12 03:39
Domestic Market Overview - The domestic market experienced a strong rise with both volume and price increasing, as the Shanghai Composite Index closed at 3875.31 points, up 1.65%, and the Shenzhen Component Index closed at 12979.89 points, up 3.36% [1][10] - The total trading volume for the A-share market reached 24646 billion, significantly higher than the previous day [1][10] - All 30 sectors in the CITIC index saw gains, with telecommunications, electronics, and computers leading the increases [1][10] Overseas Market Overview - On the same day, all three major U.S. stock indices closed higher, with the Dow Jones Industrial Average rising 1.36% to 46108 points, the S&P 500 increasing 0.85% to 6587.47 points, and the Nasdaq Composite up 0.72% to 22043.07 points, all reaching historical highs [2][10] - Notable stock performances included 3M rising nearly 4% and Tesla increasing over 6% [2][10] News Highlights - The State Council approved the implementation of comprehensive reform pilot projects for market-oriented allocation of factors in ten regions, including Beijing's sub-center and several key cities [3][12] - The Ministry of Commerce reported that China's cross-border e-commerce import and export volume reached a historical high in the first half of the year, amounting to approximately 1.3 trillion yuan [3][15] - The U.S. Consumer Price Index (CPI) for August was reported at 2.9% year-on-year, in line with expectations [3][17]
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-09-12 03:24
Tesla Roadster https://t.co/qg1VAuGs9s ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-09-12 03:14
"Video games will be indistinguishable from reality so why wouldn’t we already be living in a simulation?" — Elon Musk https://t.co/9GKBPnfKww ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-09-12 02:59
The first ever Starship Themed Cybertruck https://t.co/1Luh453Y1w ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-09-12 02:53
What’s this? 👀 https://t.co/3GC3vNkdQg ...
【风口解读】特斯拉擎天柱量产催化,人形机器人板块持续走强
Xin Lang Cai Jing· 2025-09-12 02:48
今日人形机器人板块走强,沃尔德涨超10%,隆盛科技、冠盛股份涨超7%,卧龙电驱、新时达、五洲 新春等个股纷纷上扬。 消息面上,当地时间9月9日,特斯拉创始人埃隆·马斯克在All-In峰会上谈及擎天柱(Optimus)机器人 的最新情况。马斯克认为,Optimus机器人是"人类历史上最伟大的产品",称目前正在设计的Optimus V3将解决手部灵活性、拥有AI大脑,并且有望实现量产;此外,前8月机器人领域融资额达去年全年 1.8倍,银河通用单轮融资11亿元;另外优必选Walker系列获近4亿元订单。 人形机器人相关概念股如下:沃尔德(高精度刀具应用于机器人制造)、隆盛科技(电机核心部件供应 商)、冠盛股份(精密传动系统解决方案)、卧龙电驱(机器人关节电机技术领先)。相关的ETF有鹏 华国证机器人产业ETF(159278)、易方达国证机器人产业ETF(159530)、景顺长城国证机器人产业 ETF(159559)。 近5个交易日人形机器人概念累计上涨4.26%,主力资金累计净买入75.98亿元,其中胜宏科技获44.11亿 元净买入居首。资金数据显示板块持续获得主力资金青睐,多只个股出现大额资金流入,表明市场对产 ...
阿里推出下一代模型架构;宇树王兴兴谈后悔的事丨新鲜早科技
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-12 02:45
(原标题:阿里推出下一代模型架构;宇树王兴兴谈后悔的事丨新鲜早科技) 21世纪经济报道新质生产力研究院综合报道 宇树科技王兴兴谈过去最后悔的事 在2025Inclusion外滩大会上,宇树科技创始人、CEO王兴兴谈及自己的创业经历时表示,从小就对机器人产生极大兴趣,但过去最后悔的事是在 2011年没有花太多时间关注AI技术的发展。"最近几年AI领域的发展非常快,很幸运给了我再一次机会来把握这个AI时代。"王兴兴表示,虽然在 信息处理、文字图像等领域,AI应用的表现已经非常好,但让AI干活的整个领域都是荒漠,还处于爆发式增长的前夜。此外,王兴兴表示,数据 和模型都非常重要,核心问题是,现在很难判断优质数据的标准、应当如何采集。 早上好,新的一天又开始了。在过去的24小时内,科技行业发生了哪些有意思的事情?来跟21tech一起看看吧。 【巨头风向标】 阿里巴巴推出下一代基础模型架构Qwen3-Next 阿里巴巴通义千问发布下一代基础模型架构Qwen3-Next,并开源了基于该架构的Qwen3-Next-80B-A3B系列模型。该结构相比Qwen3的MoE模型结 构,进行了以下核心改进:混合注意力机制、高稀疏度Mo ...
特斯拉、华为与新势力决胜:世界模型大战
3 6 Ke· 2025-09-12 02:45
智驾圈为"世界模型"打起来了。 都是"世界模型"(World Model)惹的祸。比如,作为读者的你,WM、WEWA、VLM、VLA你能分清吗? 确实,在"端到端"大模型火了之后,"世界模型"的出现,让高端智驾的概念变得丰富和复杂起来。然而,问题也就出现了。怎么才算真正的"世界模 型"呢?还有跟VLA是个什么关系? 最近有人"打假"。"不知道中国有哪些友商真正做出VLA而不是做成一个变形的VLA,我现在所看到的部分公司,是做一个嫁接的VLA,从我所了解的信 息来看,中国把VLA真正做出来的,只有我们一家。" 这是8月27日何小鹏在全新小鹏P7发布会后群访时爆出来的一番话。虽然没说明对象,但是,在小鹏之前宣布VLA量产上车的,只有理想。 不仅如此,还有对VLA和世界模型都不满意,说要做WEWA的。 就在同一天,华为智能汽车解决方案BU CEO靳玉志出来讲,"我们不会走向VLA的路径。我们认为这样的路径看似取巧,其实并不是走向真正自动驾驶 的路径。" 原因在于,"华为更看重WA,也就是World Action,中间省掉Language这个环节……直接通过Vision 这样的信息输入控车,而不是把各种各样的信息转成 ...
How sticky inflation could impact rate cuts, a look at Oracle's success
Youtube· 2025-09-12 02:04
Market Overview - The stock market is experiencing a rally, with the Dow up approximately 580 points, the S&P 500 rising by about 0.8%, and the Nasdaq increasing by around 0.7% [2][3] - The Russell 2000 index, which represents small-cap stocks, has outperformed, rising by 1.44% [4] - The bond market shows a decline in yields, with the 10-year Treasury yield hitting 4.0% [4][5] Inflation and Economic Indicators - The consumer price index (CPI) for August indicates a core inflation rate of 3.1%, unchanged from July, suggesting persistent inflationary pressures [12][14] - Jobless claims have risen to their highest level in nearly four years, indicating a potential weakening labor market [13][15] - Economists expect the Federal Reserve to cut interest rates by 25 basis points in the upcoming meeting, with discussions around the potential for further cuts later in the year [16][106] Sector Performance - Consumer discretionary stocks, particularly Tesla, are leading gains, with Tesla's market cap increasing by nearly 2% [5][6] - Other sectors such as materials, healthcare, and communication services are also performing well, with most sectors showing gains of over 1% [6][7] - The energy sector is the only one showing losses on this trading day [6] Company-Specific Developments - Open Door has appointed a new CEO, a former Shopify executive, which has led to a surge in its stock price despite ongoing challenges in profitability [39][42] - Alibaba plans to raise $3.2 billion through a zero-coupon convertible bond, with 80% of the proceeds directed towards enhancing its cloud infrastructure [52] - Figure Technology Solutions, a stable coin lender, has made its IPO debut, raising significant capital and focusing on blockchain technology to transform capital markets [62][63] Oracle's Performance - Oracle's stock has seen fluctuations following a strong earnings report, with significant growth in its cloud business, particularly in infrastructure as a service [84][93] - The company reported $3.3 billion in infrastructure as a service revenues and $3.8 billion in software as a service revenues, indicating a shift in its business model [93][94] - Oracle is positioning itself as a strong contender in the cloud computing market, competing with major players like Amazon and Microsoft [95][96]
Wall Street indexes post record-high closes; Tesla and Micron rally
The Economic Times· 2025-09-12 01:51
In a separate reading, initial jobless claims for the week ended September 6 stood at 263,000, at a near four-year high. "Inflation has been sticky ... Whether we would call it stagflation or not, people have different definitions of it. But certainly we are in a period that is unusual relative to the last several years, as the job market is slowing down considerably while inflation does not follow suit," said Atsi Sheth, Chief Credit Officer at Moody's Ratings in New York. Sheth predicted the Fed will red ...