RT Gail Alfar (@gailalfaratx)Tesla Diner is a work of art and an act of love for all of us by Tesla ⚡️ https://t.co/XIu3kB2ZR8 ...

温馨提示 ： 点击下方图片，查看6月原创报告，11月最新研报已上传星球内（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）； 回顾11月，从情绪低至" 冰点 "到"高涨"，二级市场机器人板块仅用了三天，板块上行，各类"利好"也接踵而来， 本月亮点是T链核心标的定点。 正文： 今日继续聊二级市场（11月份）、聊特斯拉Optimus，重点聊T链核心标的定点情况。 近期聊二级市场多一些，聊具身智能赛道一级市场少一些；主要原因是一级市场可聊的点不多，聊得深容易被要 求删稿，年初观点现在仍旧适用，聊得潜无外乎资讯输出（融资、订单等），行业创企早期文章基本都聊到过， 除了融资外，其他并没有太大实质进展，因此基本以星球内输出为主。 简单聊一下一级市场：1）赛道仍旧火爆，资本热情不减 （核心原因： 其他赛道可炒的点不多，大模型大厂已涌入，创企 窗口期已过 ） ，行业仍旧存在各种"非共识"，窗口期仍没过，新晋创企源源不断； 2） 技术迎来瓶颈期， 头部创 企从画技 ...

The Musk effect.Thank you Elon for creating an exciting future. https://t.co/poqONCuJqa ...

Tips for towing a Cybertruck: Put in tow mode and make sure you bring a spare tire if you are off roading. 🫡🥹💀 https://t.co/DofOKetHLyTesla Owners Silicon Valley (@teslaownersSV):How’s your night going?Here’s mine https://t.co/uGf4jfNIGr ...

How’s your night going?Here’s mine https://t.co/uGf4jfNIGr ...

Group 1 - Meituan reported Q3 revenue of RMB 955 billion, a 2.0% increase from RMB 936 billion in the same period last year, but faced a significant operating loss of RMB 141 billion in its core local commerce segment due to intensified competition in the food delivery industry [4] - The adjusted EBITDA and adjusted net profit for Meituan fell to negative RMB 148 billion and negative RMB 160 billion respectively, marking the first loss since 2022 [4] - As of September 30, 2025, Meituan held cash and cash equivalents of RMB 992 billion and short-term investments of RMB 421 billion [4] Group 2 - China FAW Group is reportedly finalizing an investment in Leap Motor, with an initial stake of around 5% expected to be signed by the end of the year [5] - Baidu has initiated a new round of layoffs affecting multiple departments, with some teams facing cuts of up to 40% due to declining advertising revenue and increased competition in AI [5] - BYD is recalling nearly 89,000 Qin PLUS DM-i vehicles due to battery consistency issues that may restrict power output, posing safety risks [5] Group 3 - Taobao Flash Sale is expanding its cancellation of late delivery penalties to 60 cities by the end of the year, aiming to improve rider income and service efficiency [6] - Xiaomi's CEO Lei Jun responded to criticisms regarding the energy consumption of the Xiaomi SU7, acknowledging that the vehicle's size and configuration contribute to its performance [6] Group 4 - A major 3D printing factory is set to be established in Shenzhen by Huina Technology, which plans to deploy 15,000 3D printers by Q1 2026, making it the largest globally [8] - Huawei's Mate 80 series has launched at a competitive price, with the Mate 80 Pro Max selling out quickly and achieving a premium above the iPhone 17 Pro Max [8] Group 5 - Soul App has submitted its IPO application to the Hong Kong Stock Exchange, with Tencent holding a 49.9% stake as a strategic investor [10] - Adani Group plans to invest up to $5 billion in building AI infrastructure for Google in southern India, reflecting a significant commitment to the growing data center sector [10] Group 6 - OpenAI's data center partners are accumulating nearly $100 billion in debt related to the company, with significant loans being secured for further development [9] - Nvidia's CEO Jensen Huang emphasized the irreplaceability of Nvidia's GPUs in the AI market, asserting the company's unique position despite increasing competition [9]

美股方面，因感恩节假期提前3小时收盘，三大指数连续第五个交易日集体收涨，纳指涨0.65%，道指 涨0.61%，标普500指数涨0.54%。11月，纳指累跌1.51%，道指累涨0.32%，标普500累涨0.13%。 大型科技股多数走高，英特尔收盘上涨超10%，创9月18日以来最大单日涨幅；Meta涨超2%，AMD、 亚马逊、奈飞、微软涨超1%。 中概股方面，纳斯达克中国金龙指数涨0.54%。小鹏涨3.26%，京东涨1.39%，蔚来涨0.73%，京东涨 1.39%，拼多多涨0.24%；理想汽车跌0.22%，阿里巴巴跌0.19%。 | | | 隔夜美股概览 | | | | --- | --- | --- | --- | --- | | 类别 | 名称 | 现价 | 涨跌 | 涨跌幅 | | | 道琼斯工业平均 | 47716.42 | 289.30 | 0.61% | | 三大指数 | 纳斯达克 | 23365.69 | 151.00 | 0.65% | | | 标普500 | 6849.09 | 36.48 | 0.54% | | | Google | 320.18 | 0.23 | 0.07% | | | Me ...

RT Tesla Owners Silicon Valley (@teslaownersSV)Just tested the Starlink Mini in the middle of nowhere and… holy crap.268 Mbps DOWNLOAD 🤯Upload was 9 Mbps, latency 26 ms.This thing is smaller than a laptop, runs off a regular USB-C power bank, weighs basically nothing, and just turned “no signal” into “faster than my fiber at home.”No towers. No wires. No contracts. Just internet from space, in my backpack.Starlink Mini isn’t just portable internet… it’s a legit game changer for anyone who travels, camps, wo ...

中国基金报记者 赵刚综合整理 道指涨289.30点，涨幅为0.61%，报47716.42点；纳指涨151.00点，涨幅为0.65%，报23365.69点；标普 500指数涨36.48点，涨幅为0.54%，报6849.09点。 受益于科技股的反弹，本周三大指数均实现了较大幅度的上涨。其中，道琼斯指数本周累计涨幅达 3.18%，标准普尔500指数上涨3.73%，纳斯达克指数涨幅为4.91%。 11月，道指涨0.32%，标普500指数涨0.13%，纳指跌1.51%。 高盛集团的交易部门称，虽然标普500指数11月可能以基本持平收官，但随着波动性回落、美股广度改 善以及趋势跟随策略转为买方，前路已变得明显更为清晰。 芝商所的期货与期权交易因数据中心故障而暂停，致使股票、外汇、债券以及大宗商品市场的交易中断 了数小时。据数据中心运营商赛勒斯万（CyrusOne）披露，此次故障是由芝加哥地区一座数据中心的 冷却系统问题所引发。该公司发言人表示，工程团队已重启多台冷却机，并且部署了临时冷却设备，但 并未透露恢复正常运营的具体时间。 欧洲证券交易所运营商泛欧交易所表示，其市场未受芝加哥商品交易所集团交易中断事件的影响，此次 ...

三大股指本周涨幅均超 3% 道指涨 289.30 点，涨幅为 0.61% ，报 47716.42 点；纳指涨 151.00 点，涨幅为 0.65% ，报 23365.69 点；标普 500 指数涨 36.48 点，涨幅为 0.54% ，报 6849.09 点。 受益于科技股的反弹，本周三大指数均实现了较大幅度的上涨。其中，道琼斯指数本周累计 涨幅达 3.18% ，标准普尔 500 指数上涨 3.73% ，纳斯达克指数涨幅为 4.91% 。 11 月，道指涨 0.32% ，标普 500 指数涨 0.13% ，纳指跌 1.51% 。 高盛集团的交易部门称，虽然标普 500 指数 11 月可能以基本持平收官，但随着波动性回 落、美股广度改善以及趋势跟随策略转为买方，前路已变得明显更为清晰。 中国基金报记者 赵刚 综合整理 美东时间 11 月 28 日周五，感恩节次日，美股提前三小时收盘，三大指数齐涨。 科技股普 涨，英特尔 涨超 10% ，创 9 月 18 日以来最佳单日表现。 WTI 原油连续第四个月下跌。 白银和铜齐创纪录新高。 天风国际分析师郭明錤称，英特尔预计最快 2027 年开始出货苹果入门级 M 系列处 ...