Core Insights - The global humanoid robot shipment is projected to reach nearly 18,000 units by 2025, representing a year-on-year growth of approximately 508%, with a market size of around $440 million [1] - Cumulative order volume is expected to exceed 35,000 units during the same period [1] Company Landscape - Chinese companies dominate the shipment volume, with Zhiyuan Robotics and Yuzhu Technology each shipping around 5,000 units [1] - Other companies such as Leju Robotics, Accelerated Evolution, and Songyan Power shipped approximately 1,000 units each [1] - Companies like Galaxy General, UBTECH, Zhongqing Robotics, and Stardust Intelligence shipped between 400 to 1,000 units [1] - Emerging companies including Xingdong Jiyuan, Magic Atom, Beijing Humanoid Robot Innovation Center, Xinghai Map, Mojia Zhichuang, and Zhujiji Power achieved shipments of over 100 units [1] - In contrast, international firms like Apptronik and Figure AI are still in pilot testing phases, with shipment volumes in the tens [1] - Tesla's humanoid robot is expected to begin large-scale production in 2026 [1] Product Form Factor - Bipedal robots (including full-size and small-to-medium size) contribute to 66.3% of market sales [1] - Full-size humanoid robots account for the highest sales proportion at 41.6%, with Zhiyuan Robotics leading in this segment [1] Industry Analysis - IDC analysis indicates that Chinese manufacturers hold a first-mover advantage in the current stage of humanoid robot commercialization due to a complete industrial chain, rapid iteration capabilities, and cost advantages [1] - Future industry competition is expected to shift from hardware sales to dimensions such as technical services and ecosystem development [1]

事越大话越少，这对于特斯拉而言，似乎已经成为"习惯"。 近日，据彭博社报道，正当外界还在怀疑特斯拉首席执行官埃隆·马斯克提出的100千兆瓦太阳能产 能宏愿是否可行之时，特斯拉已悄然付诸行动。报道透露，特斯拉正在美国多地选址以启动太阳能电池 制造业务，将外界看似不切实际的目标转化为一场积极的产业推进行动。 迅速选址 持续推进 据悉，太阳能电池是用于制造太阳能电池板的薄晶片。马斯克在播客节目中称，当前美国对进口太 阳能产品征收的关税"高得惊人"。马斯克上月曾表示，特斯拉的目标是实现每年100千兆瓦的太阳能电 池产能，为地球及太空中的数据中心供电。若能达成这一目标，特斯拉将成为美国最大的太阳能制造 商。 2016年，特斯拉以约20亿美元收购了当时经营困难的太阳能公司SolarCity。该公司由马斯克担任董 事长，其堂兄弟负责运营。马斯克在"第二阶段宏图计划"中称，"打造出色的太阳能屋顶"与拓展汽车产 品线一样，都是特斯拉的重要使命。 彭博新能源财经数据显示，美国当前每年太阳能电池产能约为3千兆瓦，其国内太阳能制造产业多 集中于太阳能电池板生产环节。此外，还有报道称，特斯拉的团队近期走访了中国多家太阳能企业，就 太阳 ...

Group 1 - Tesla will consider the Full Self-Driving (FSD) service when estimating trade-in values for Model S and X vehicles, as well as the Cyberbeast trim of the Cybertruck with the Luxe Package being the main criterion for the offer [1] - Updated FSD transfer terms and conditions were released, including an FAQ section addressing various FSD-related questions and its impact on trade-in values [2][3] - FSD will be considered for trade-in values specifically for Model Year 2026 Model X and Model S vehicles with the Luxe package, and any Cyberbeast trim with the Luxe package [3] Group 2 - Tesla announced that Free FSD transfers will end on March 31, and customers can qualify for the scheme by placing their new vehicle order by that date [4] - Tesla's stock price increased by 3.50% to $411.11 at market close on Friday, with an additional gain of 0.66% to $413.83 during the overnight session [5]

Group 1 - The latest documents from the U.S. Department of Justice reveal a photo of Elon Musk, Mark Zuckerberg, and Peter Thiel dining with Jeffrey Epstein in 2015, contradicting their previous denials of association with Epstein [1][3] - The dinner was organized by LinkedIn co-founder Reid Hoffman, and Musk reportedly introduced Zuckerberg to Epstein, raising significant trust issues for several Silicon Valley tech leaders [3] Group 2 - Elon Musk stated that Apple aggressively recruited Tesla engineers for its now-canceled electric vehicle project, with offers reportedly doubling Tesla's salaries, leading to over 300 Tesla employees leaving by 2019 [1][3] - Musk reflected on the misconception that hiring top talent from companies like Tesla would guarantee success in automotive projects [3] Group 3 - NVIDIA has deployed AI coding tools for 30,000 engineers, resulting in a threefold increase in code output while maintaining a stable bug rate due to enterprise-specific optimizations [1][4] Group 4 - Netflix's proposed $82.7 billion acquisition of Warner Bros. Discovery is under investigation by the U.S. Department of Justice for potential anti-competitive behavior, focusing on whether Netflix's actions could solidify its market position [1][4] Group 5 - Elon Musk emphasized that AI and robotics are the only solutions to the U.S. debt crisis, which has reached $38.5 trillion, with annual interest payments exceeding $1 trillion [1][5] Group 6 - The Washington Post's CEO Will Lewis resigned following significant layoffs, which sparked criticism of owner Jeff Bezos, with Jeff Donofrio appointed as the interim CEO [1][8] - The layoffs affected about one-third of the staff, including many reporters, leading to public backlash from politicians and the newspaper's union [8][9] Group 7 - Waymo acknowledged that its autonomous vehicles rely heavily on remote drivers, particularly from the Philippines, to handle unusual situations, challenging the notion of complete automation in self-driving technology [1][9] Group 8 - Alibaba launched a standalone Quark Cloud Drive app, enhancing user experience with features like 4K playback and cross-device compatibility [1][10][12] Group 9 - Samsung's Galaxy S26 will feature the world's first 2nm mobile chip, the Exynos 2600, and is expected to be released in 2026, with significant improvements in design and performance [1][14] Group 10 - Microsoft's next-generation Xbox, set to launch in 2027, will integrate Windows 11, allowing compatibility with various PC game stores and existing Xbox game libraries [1][15][17] Group 11 - Apple is planning a celebration for its 50th anniversary, with CEO Tim Cook expressing a reflective sentiment on the company's historical impact and contributions [1][18]

马斯克回应：并非不可能！ 大家觉得可能吗？评论区聊聊⬇️⬇️⬇️ 需要付出极其巨大的努力并且要有十足的运气！ 而目前特斯拉市值是1.5万亿美元， 特斯拉市值能达到100万亿美元？ 100万亿美元的话，意味着要增长65倍！ ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：杰哥科技眼 2026年2月，特斯拉FSD自动辅助驾驶套件在中国已推送近一年，舆论却两极撕裂：一边是"遥遥领 先"的拥趸，称其"像真人开车"；另一边是车主晒出的罚单合集——压线、闯红灯、误入非机动车 道，"驾照分不够扣"。 FSD到底被神化了吗？它是中国路况的最佳解吗？ 一、FSD的"人味"，是优势也是软肋 必须承认，FSD有其惊艳之处。 纯视觉方案下，它能在无车道线的路口靠右行驶，能丝滑变道、预判加塞，红灯前缓缓刹停如老司机 ——这种"拟人感"，远超多数依赖高精地图+激光雷达的国产智驾。 其底层逻辑也足够先进：端到端神经网络+世界模型，让AI通过观看数百万小时人类驾驶视频"自学成 才"，而非执行预设规则。这使其在开放道路具备强泛化能力，甚至能模仿大货车路线试探前行，展现 出某种"思考感"。 但问题恰恰出在这里：太像人，也会犯人的错。 在美国空旷高速上，FSD可零接管穿越4397公里；但在中国，它会在实线前"效率优先"强行变道，在左 转专用车道直行，在斑马线前因行人犹豫而长时间停滞。更危险的是，它对"中国特有元素"几近失明： 外卖骑 ...

Domestic Market Overview - The domestic market experienced a volatile consolidation with a slight decrease in trading volume. The Shanghai Composite Index closed at 4065.58 points, down 0.25%, while the Shenzhen Component Index closed at 13906.73 points, down 0.33%. The ChiNext Index fell by 0.73% and the STAR Market 50 Index decreased by 0.71%. The total trading volume of the A-share market was 216.35 billion yuan, showing a slight decline compared to the previous day [1][4][9] - Among the 30 sectors tracked by CITIC, 9 sectors saw gains, with notable increases in the oil and petrochemical, basic chemicals, and electric equipment and new energy sectors. Conversely, the food and beverage, defense and military, and telecommunications sectors experienced significant declines. Additionally, indices related to lithium battery electrolyte, lithium battery anodes, and power batteries showed active performance [1][4][9] Overseas Market Overview - The three major U.S. stock indices all closed higher, with the Dow Jones Industrial Average rising by 2.47%, the S&P 500 increasing by 1.97%, and the Nasdaq Composite gaining 2.18%. Nvidia's stock surged nearly 8%, adding approximately 325 billion dollars to its market capitalization. Caterpillar also saw a rise of over 7%, leading the Dow [2][4] News Highlights - The State Council, led by Premier Li Qiang, held a meeting to discuss policies aimed at promoting effective investment. The meeting emphasized the importance of innovative and effective policy measures to enhance the use of central budget investments, long-term special bonds, and local government special bonds in key areas such as infrastructure and emerging industries [3][11][12] - Eight departments, including the People's Bank of China and the China Securities Regulatory Commission, have strengthened regulations to curb risks associated with virtual currencies. The notice clarifies that virtual currencies do not hold the same legal status as fiat currencies and outlines strict prohibitions on various illegal financial activities related to virtual currencies [14][15][16] - China's foreign exchange reserves have increased for six consecutive months, reaching 3399.1 billion dollars by the end of January 2026, with a month-on-month increase of 41.2 billion dollars, reflecting a growth rate of 1.23%. Additionally, gold reserves have increased for 15 consecutive months, totaling 7.419 million ounces [17][18]

新浪科技讯 2月9日上午消息，追觅科技创始人俞浩于微博转发马斯克"特斯拉市值达到百万亿美元并非 不可能"言论并调侃道："哎呀，老马呀，你好像信心不太足啊，怎么显得这么勉强，荷尔蒙分泌不太够 了啊。"并激励道："快点快点，再加把劲，加油老马！五十几岁也还是奋斗的年纪！起来，老马！ " 近日，有网友写道：特斯拉的市值目前已达1.5万亿美元。要达到100万亿美元，就意味着要增长65倍。 马斯克对此回应称："显然，要实现这样的结果，需要付出极其巨大的努力并且要有十足的运气！我只 是想说，这并非完全不可能。" 此前，俞浩曾多次扬言"打造百万亿美元公司"是自己的目标，并称将"用接下来二十年去奋斗"。 今日早间，追觅科技登陆全美一年一度重磅体育赛事"超级碗"，宣布以近千万美元投放赛事黄金时段， 成为中国首个霸屏全美的高端智能生态品牌，全方位展示了其智能出行、智能厨电、智能个护、智能清 洁等的全场景智能生态矩阵。对此俞浩转发并配文称，"我们说到一定会做到，上个月我说追觅会登上 全球最顶级的赛场'超级碗'，那就一定会"。 责任编辑：杨赐 新浪科技讯 2月9日上午消息，追觅科技创始人俞浩于微博转发马斯克"特斯拉市值达到百万亿美元 ...

Group 1: Domestic News - During the Spring Festival holiday, the charging volume for new energy vehicles is expected to reach a historical high, with a daily peak exceeding 34 million kilowatt-hours, representing a 17% year-on-year increase [2] - The National Development and Reform Commission projects that by 2025, the ratio of total social logistics costs to GDP will decrease to 13.9%, marking the lowest level since records began [3] - Fujian province aims to enhance its manufacturing pillar industries and cultivate strategic emerging industry clusters such as new energy and optoelectronic information [4] - Shanghai plans to establish 500 advanced smart factories and aims for an industrial robot application density of 600 units per 10,000 people during the 14th Five-Year Plan period, focusing on new sectors like smart terminals and commercial aerospace [5] Group 2: International News - Germany's industrial output is projected to decline by 1.1% in 2025, marking the fourth consecutive year of decline, primarily due to weak automotive production [6] - The semiconductor industry is expected to reach a total sales figure of $791.7 billion in 2025, with a projected growth of 26% in 2026, indicating a rapid approach to the $1 trillion milestone [8] - Tesla is evaluating multiple sites in the U.S. to expand its solar battery manufacturing capacity, targeting an annual production capability of 100 gigawatts within three years [9] - LG Energy Solution plans to acquire a 49% stake in the joint venture NextStar Energy from Stellantis, ending their partnership [10] Group 3: Corporate News - Changan's brand leaders for the Inertia and Deep Blue brands have swapped positions, with the new leaders taking charge of brand communication strategies [11] - Xiaomi has introduced TacRefineNet, a tactile-driven robot model capable of achieving millimeter-level precision in object manipulation without relying on visual input [12] - Dong'an Power reported a 2.44% year-on-year increase in engine sales for January 2026, with a total of 47,400 units sold [13] - BAIC's Arcfox brand will soon announce the name of its first high-end MPV, following a naming campaign that received over 8,000 proposals [14] - Seres announced the divestiture of Blue Electric, forming a new company with the local government and other investors to enhance capital [15]

据知情人士透露，特斯拉目前正评估纽约州、亚利桑那州、爱达荷州等多个选址，计划通过扩产与新建 结合的方式提升产能。其中，纽约州布法罗工厂将成为核心扩产基地，未来产能有望提升至10吉瓦，这 一规模相当于10座核电站的发电能力，特斯拉还考虑在纽约州建设第二座太阳能电池工厂。该制造计划 由特斯拉副总裁Bonne Eggleston牵头推进，目前相关招聘工作已同步启动，特斯拉太阳能产品工程高级 经理Seth Winger也公开招募工程师和科学家，助力项目大规模落地。 马斯克此前在播客节目中直言，美国当前进口太阳能产品面临高额关税，这是特斯拉布局本土制造的重 要原因，同时SpaceX与特斯拉将协同推进百吉瓦产能目标。他还表示，这一产能未来将为地球及太空 中的数据中心供电，为特斯拉的太空与地面业务布局提供能源支撑。不过对于特斯拉的合作意向，爱达 荷州相关部门表示无法确认或否认相关合作，纽约州、亚利桑那州部分相关政府机构则未予回应，纽约 州州长办公室更是明确表示尚未与特斯拉就此接触。 特斯拉的入局，已对美国现有太阳能制造企业产生影响。目前美国本土太阳能制造龙头企业First Solar 预计今年将本土产能提升至14吉瓦，而特 ...