Group 1: Market Overview - Shares of Investor's Business Daily's Medical-Biomed/Biotech industry group surged in 2025, ending the year with a nearly 34% gain [4] - Futures for the Dow Jones Industrial Average and other major stock indexes traded sharply lower due to a criminal investigation into Federal Reserve Chairman Jerome Powell, with Dow Jones futures losing 0.7%, or around 350 points, in premarket trading [5] - Nasdaq underperformed as a tech rotation impacted Nvidia and other AI stocks, while Dow Jones futures rose before jobs data [10] Group 2: Company Highlights - Nvidia and Tesla were early losers in the stock market, indicating potential challenges for these companies [5] - Archer Aviation's stock jumped as it plans to outfit air taxis with Nvidia's AI technology [10] - Caterpillar is integrating AI and autonomy into construction sites, showcasing advancements in technology within the industry [10]

以下文章来源于远川科技评论 ，作者徐珊珊 远川科技评论 . 刻画这个时代（的前沿科技） 电池不相信第一性原理。 文 ｜ 徐珊珊 编辑 ｜ 李墨天 来源｜ 远川科技评论（ID：kechuangych） 封面来源 ｜ Unsplash 特斯拉死磕4680电池五年多，最终低调敲响了退堂鼓。 韩国正极材料生产商 L&F 最早走漏风声，公告显示，L&F与特斯拉签订的高镍正极材料供货合同金额从29亿美元缩水到7386美元，减值超99%。这种砍 单行为，几乎等同于项目黄了。 双方在2023年2月签署为期两年的供应合同，订单金额相当于L&F年营收的四倍，堪称天上掉馅饼，没想到馅饼掉了一半，又飞回去了。 L&F的高镍正极材料为特斯拉4680电池定制，是特斯拉"低成本电池-廉价车型"计划的关键环节。此后，特斯拉4680电池一直处于"停工"和"量产"的薛定 谔状态。 随着核心供应商意外爆料，特斯拉雄心勃勃的计划似乎走到了尽头。 Cybertruck不背锅 特斯拉电池日披露的三种电池方案 一般来说，电池正极的镍含量越高，对应能量密度就越高，续航表现越好。用于Cybertruck和Semi这种又大又重的车型上，可谓棋逢对手将遇良才。 ...

Core Viewpoint - Tesla is facing a class-action lawsuit regarding the failure of its electronically powered door handles in the Model S, highlighting ongoing safety concerns and potential design flaws in its vehicles [1][2][4]. Group 1: Lawsuit Details - The class-action lawsuit was filed in Florida by a Tesla owner, representing those who purchased or leased a 2014-2016 Model S, alleging that the flush door handles routinely fail after a few years of use [1][2]. - The complaint states that three out of four door handles on the plaintiff's 2015 Model S had failed by 2022, creating significant inconvenience and safety risks [3]. - The lawsuit claims that Tesla was aware or should have been aware of the defective handles, as evidenced by the redesign of door handles in post-2016 Model S vehicles [4]. Group 2: Safety Concerns - The electronically powered door handles can become inoperable if the vehicle's low-voltage battery dies, potentially trapping passengers inside during emergencies [5]. - Recent lawsuits have been filed related to fatalities where victims were trapped inside vehicles due to door handle failures, including incidents involving a Cybertruck and a Model S [6]. - The National Highway Traffic Safety Administration is investigating reports of children being trapped inside Model Y vehicles due to door handle failures [7]. Group 3: Company Response and Industry Implications - Tesla's vehicles do have manual door releases, but critics argue these are not easily accessible in emergencies, prompting the company to redesign door handles for better manual control visibility [8]. - A recent safety page on Tesla's website states that doors will automatically unlock for emergency access, but notes that certain safety features may not be available based on the vehicle's build date [9].

China's EV giant overtook Tesla in unit sales last year, but margin pressure, overseas risks and a controversial financing model raise questions on whether it can still deliver shareholder valueKey Takeaways:BYD's global sales surge has not translated into higher profitability, as the company faces pressures from an ongoing price war at home and falling profits per vehicleThe unwinding of the leading EV maker's supplier‑financing scheme and rising overseas challenges threaten to lift its debt ratio and damp ...

2025年，人形机器人的火爆贯穿全年，在资本市场也备受关注，万得行业指数年度涨幅超过60%。 近期，在云深处启动上市辅导、优必选收购事项等催化下板块再度爆发。随着特斯拉Optimus 03将于一季度亮相，优必选、宇树科技等相继迈入万台产能 时代，均指向产业将迎来规模化量产跃迁。 01 量产拐点临近 2025年被称为人形机器人商业化元年，从春晚舞台到比赛竞技，再到文娱商演、工业智造、物流分拣、安防巡检等，产业加速落地。 进入2026年，产品的快速迭代和商业化逐步验证，量产成了行业关键词。 去年，马斯克说公司未来80%的市值将来自机器人，2026年将建成年产百万台的专用生产线，2026年计划对外交付5-10万台。Figure计划在2026年实现1.2 万台产能，并计划在四年内具备年产10万台的生产能力。 国内方面，2026年宇树科技、智元机器人和优必选的产能也将达到万台以上。 此外，终端需求起量也是行业即将步入量产阶段的一大印证。2025年头部玩家的销售额从千万级跃升至十亿级，其中优必选全年的订单总额逼近14亿，宇 树科技总额近12亿，越疆、智元、云深处均在10亿级别。 这得益于成本的下降。一直以来，成本始终是制 ...

转自：量子位 | 公众号 QbitAI 马斯克发表暴论已经习以为常了。 但马斯克连续三个小时暴论还是很有看点的： 我们已经身处奇点之中，明年会让人感觉像是活在未来。比以往任何一年都更像未来。 确保AI安全的三个关键词：真相、好奇、美 未来的货币本质上就是瓦特 别担心存退休金了，要么我们不在了，要么存不存都无所谓。 对话发生在在德州奥斯汀那座1150万平方英尺的超级工厂，Cybertruck和Model Y的产线就在这里，未来还将容纳800万平方英尺的Optimus 机器人产线。 参与者包括马斯克、XPRIZE基金会创始人Peter Diamandis、Link Ventures创始人 Dave Blundin。 再加上芯片本身也在进步、算力规模也在扩大，他预测AI每年会有10倍的性能提升。 我觉得明年会让人感觉像是活在未来。比以往任何一年都更像未来。 支撑这个速度的是算力，xAI正在孟菲斯建设Colossus 2数据中心，1月中旬将达到1吉瓦功率的训练集群——这将是全球首个吉瓦级AI训练中 心。到4月左右会扩展到1.5吉瓦。 具体到自家的Grok上，Grok 4在HLE（人类最后考试）测试中已经拿到52%的分 ...

Tesla aims to grow its lead in physical AI this year. ...

据中国汽车流通协会乘用车市场信息联席分会最新销量数据统计，2025年12月份国内狭义乘用车市场零 售销量达226.1万辆，同比下降14.0%，环比增长1.6%；1-12月份累计销量2374.4万辆，同比增长3.8%。 12月分析：2025年圆满实现了"十四五"汽车市场的增长预期。2025年在大力度整治内卷的大环境下，市 场的亮点出现在新能源车市场和出口市场。12月，随着新能源车辆购置税免税政策年末到期，车市本该 拉出年末翘尾弧线，但各省市补贴资金池的告罄，无形中促成了购车潮的削平作用，年底走势也有利于 把车市需求转积到2026年的"十五五"开门红上。 | NO. | 自 厂商 | 2025.1-12 | 同比 | 份额 | | --- | --- | --- | --- | --- | | 1 | 比亚迪汽车 | 3,484,525 | -6.3% | 14.7% | | 2 | 吉利汽车 | 2,605,565 | 46.9% | 11.0% | | 3 | 汽大众 | 1,531,276 | -4.8% | 6.4% | | ব | 长安汽车 | 1,400,820 | 2.6% | 5.9% | | 5 ...

Although 2026 is not yet a fortnight old at press time, certain Tesla (NASDAQ: TSLA) insiders have already executed massive TSLA stock insider sales.Indeed, Director James Murdoch – son of the former Australian-American media mogul, Rupert Murdoch – sold 60,000 Tesla shares on January 2 at an average price of $445.4 and for a total of $26.7 million.Form 4 recording James Murdoch’s January 2, 2026, Tesla stock sale. Source: SECHad the trade – reported to the Securities and Exchange Commission (SEC) on Januar ...

三十年河东，三十年河西，时移世易，这方汽车江湖早已换了人间。 2023年和2024年，是合资车企在中国最难的两年。 长安铃木、东风雷诺、广汽菲克、广汽讴歌、广汽三菱陆续走进英灵殿。 上汽通用，长安福特、广汽本田，也是一副随时药丸的死样子。 曾经在中国市场躺着数钱的合资车企，如今市场份额被国产品牌和特斯拉不断蚕食，产品力被新势力电动车吊打，舆论上更是被狠狠爆锤。 那几年，如果你买一个二线合资品牌，在车评人眼里，你买的是移动的韭菜盒子，在网友眼里，你买的是随时会暴雷的炸弹，只配和哪吒、极越、威马车 主坐一桌。 就算你买的是BBA，也免不了被人问一句：干嘛不买蔚来，干嘛不买问界。 但去年，情况好像发生了一些变化。 广汽丰田铂智3X上市一小时收获订单一万台，三个月就累计交付两万多台。让身处困境的广汽丰田重新尝到了增长的滋味。 东风日产N7上市50天大定突破两万，半年交付4万台。尽管后期被产能拖累下滑严重，但也毫无疑问算得上年度爆款合资车型。 当然，最高调的还是上汽奥迪，今年上市的E5 Sportback，不再使用经典的车标，而是采用了「AUDI」这个新品牌，从四环奥迪变成了四字奥迪。叠加不 错的外形和性价比，也被认为 ...