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 ...

Group 1: Technology Developments - Alibaba has launched its next-generation foundational model architecture Qwen3-Next, which includes significant improvements such as a mixed attention mechanism and enhanced inference efficiency [2] - Tesla's Model Y L is sold out for October, with consumers now facing a wait for November deliveries, indicating strong demand for the vehicle [3] - Haier has unveiled its first mass-produced Robotaxi model "HR1," with plans for mass production by 2026 and deployment of over 50,000 units by 2027 [6] Group 2: Corporate Announcements - Zhongke Shuguang reported a strong order backlog for its third-generation immersion liquid cooling solutions, although revenue recognition remains uncertain due to project implementation cycles [5] - Ant Group's CEO discussed the concept of token economy, emphasizing the need for compliance and the transformation of tokens into tools that address trust and efficiency issues in the real economy [11] - Xpeng's flying vehicle "X3-F" has received a special flight permit from the UAE, marking a significant milestone for Chinese flying car companies [14] Group 3: Market Trends and Financial Performance - Texas Instruments anticipates a 50% growth in its data center business, driven by the rapid expansion of data center construction [19] - Chip Origin reported a record high in new orders of 1.205 billion yuan from July 1 to September 11, with AI computing-related orders making up approximately 64% of the total [19] - Yangjie Technology plans to acquire 100% of Better Electronics for 2.218 billion yuan, with performance commitments for net profits over the next three years [21]

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 ...

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]

Economic Indicators - Initial jobless claims for the week ended September 6 reached 263,000, marking a near four-year high [1] - U.S. consumer prices rose more than expected in August, with the annual increase in inflation being the largest in seven months [9] Federal Reserve Expectations - Atsi Sheth, Chief Credit Officer at Moody's Ratings, predicts the Federal Reserve will reduce interest rates by 25 basis points next week and another 25 basis points by year-end [2] - Futures trading indicates a strong expectation that the Fed will cut rates by at least 25 basis points at its upcoming policy meeting, with a 7% chance of a deeper 50 basis point cut [2] Stock Market Performance - The S&P 500 climbed 0.85% to close at 6,587.47 points, while the Nasdaq gained 0.72% to 22,043.08 points, and the Dow rose 1.36% to 46,108.00 points [7][9] - Tesla's stock increased by 6%, contributing to record highs for the S&P 500 and Nasdaq [5][9] - Micron Technology's shares jumped 7.5% to $150.55 after Citigroup raised its price target from $150 to $175 [6][9] - Warner Bros Discovery surged 29% following reports of a potential majority cash bid from Paramount Skydance [6][9] Sector Performance - Ten of the 11 S&P 500 sector indexes rose, with materials leading at a 2.14% increase, followed by a 1.73% gain in health care [10] - Centene's stock jumped 9% after reaffirming its annual profit forecast and meeting quality ratings expectations for its Medicare plans [10] Market Activity - Advancing issues outnumbered declining ones in the S&P 500 by a ratio of 6.8-to-one [8][10] - The S&P 500 recorded 42 new highs and 4 new lows, while the Nasdaq saw 143 new highs and 42 new lows [8][10] - Heavy trading volume on U.S. exchanges reached 18.2 billion shares, compared to an average of 16.1 billion shares over the previous 20 sessions [8][10]

"For the First Time, We’ll Have Something Smarter Than the Smartest Human and No Job Will Be Needed." — Elon Musk https://t.co/DtiTlWaSrL ...

Group 1 - Amazon's autonomous driving subsidiary Zoox launched a Robotaxi service in Las Vegas, intensifying competition with companies like Tesla, Waymo, Uber, and Lucid [1] - The initial service will be free for passengers traveling to various entertainment destinations, with plans to expand to more locations in the coming months [1][2] - Zoox's vehicles are uniquely designed from the ground up for autonomous taxi service, lacking a steering wheel and featuring seats arranged in a way that allows for bidirectional travel [1] Group 2 - Uber announced a partnership with Lucid and Nuro to develop autonomous vehicle projects, aiming to deploy over 20,000 Nuro Driver-equipped Lucid electric vehicles within six years [3][4] - Waymo has deployed autonomous taxis in cities like San Francisco, Phoenix, and Los Angeles, and is testing in New York with safety drivers present [4] - Tesla's Robotaxi service is currently operational in Austin, Texas, but on a smaller scale with approximately 30 vehicles [4]

本文字数：1733，阅读时长大约3分钟 作者 |一财评论员 AI再次点燃人们对未来的殷切期许。 最新OpenAI巨额资本支出点亮了硅谷和全球金融市场。这份资本支出，让甲骨文公司的"剩余履约义务 （RPO）"猛增至4550亿美元，令其股价10日飙升约36%，埃里森的财富也一度超过马斯克成为全球首 富。这也同时将博通、谷歌等科技巨头推上增长的风口。 2025.09.12 这意味着现有的经济产业生态链，本身就需基于物理第一性原理去挖掘和跃升自身的能力，这在特斯拉 开创的电动车供应链中得到了初步路演。因此，当前必须明确一点：在新科技变革前沿，甚至需人们有 魄力将过往优势摧毁和重塑，敢于壮士断腕。 其次，重塑和重建叙事结构和逻辑，才是AI时代的核心竞争优势。科创的过程本质上是一个准确陈述 和勾画未来逻辑图腾的过程，这需通过猜想和反驳精确地将需求表达出来，背后是一系列概念内涵外延 的厘定、边际标准的精准把握等。 科创最终需通过自由浇灌，需制度性包容，需不同的创见声音在市场汇聚出磅礴的交响乐。这就要求围 绕个体的创见这一内核，搭建一个自由陈述和表达的环境，尊重每个人对创见的自由表达权，尊重每个 人合法利用市场的权利，有效降 ...

Market Performance - On September 11, US stock indices reached historical highs, with the S&P 500 up 0.85%, Nasdaq up 0.72%, and Dow Jones up 1.36% [1] - Major tech stocks showed mixed results, with Micron Technology rising 7.55%, Tesla up 6.04%, and Apple up 1.43%, while Nvidia, Meta, and Amazon saw slight declines [1] Chinese Stocks - The Nasdaq Golden Dragon China Index increased by 2.89%, with notable gains from companies like Global Data and Century Internet, which rose over 14%, and Alibaba, which rose 8% [1] AI Chip Development - Alibaba and Baidu have reportedly begun using self-designed chips for training their AI models, partially replacing Nvidia's chips, although neither company has confirmed this information [1] Unemployment Claims - The number of first-time unemployment claims in the US reached 263,000, marking the highest level since October 2021, with an increase of 27,000 from the previous week [3] Inflation Data - The US Consumer Price Index (CPI) for August showed a month-on-month increase of 0.4% and a year-on-year increase of 2.9%, while the core CPI rose 0.3% month-on-month and 3.1% year-on-year [5] Federal Reserve Expectations - Following the CPI data, the probability of a 25 basis point rate cut by the Federal Reserve in September is estimated at 89.1%, with a 10.9% chance for a 50 basis point cut [5]

9月10日，一份疑似某上市公司的"调研报告"在网上流传，其中提及T（疑似特斯拉）人形机器人Tier1（一级供应商）以及人形机器人外壳材料。对于这 份"调研报告"是否属实，《每日经济新闻》记者多次致电该上市公司，但均未能接通。 记者注意到，当日三花智控、银轮股份等股价小幅走低，震裕科技下跌4.64%，不过浙江荣泰上涨6.47%。这些厂商被资本市场认为是人形机器人一级供应 商，提供线性关节模组解决方案。9月11日，人形机器人板块(886069)上涨2.76%，三花智控、银轮股份、震裕科技、浙江荣泰涨幅分别为3.76%、3.73%、 2.87%、0.68%。 宝武镁业股价涨停 上述"调研报告"显示："友商出了严重质量问题停了，我们的迭代后面也会共享给友商。关节模组做好是不容易的，T（疑似特斯拉）是有节操的，最终就我 们两家。" 根据山西证券信息，特斯拉人形机器人两大Tier1厂商分别为拓普集团和三花智控。 9月10日上午，《每日经济新闻》记者致电三花智控。对于该"调研报告"，三花智控工作人员表示并不清楚。而对于公司是否进入特斯拉人形机器人供应 链，该工作人员表示："公司对于客户这一块保密要求比较高，不能对外披露。" ...