大家早上壕！ 先看海外要闻： 美国消费者信心创六个月新高，逢低买入推动美股周五反弹，道指涨2.47%，纳指涨2.18%，标普500指数涨1.97%。 黄仁勋称AI需求极度高涨，英伟达大涨7%，芯片股指飙升5.7%。软件ETF反弹3.5%。亚马逊绩后跌5.6%、但较周四盘后跌幅收窄。半导体台积 电、阿斯麦涨近5%，光通信lumentum涨9.4%，存储公司西部数据涨8%，博通涨超7%，特斯拉涨超3%，谷歌跌超2%。 纳斯达克金龙中国指数收涨3.71%，世纪互联涨超10%，万国数据涨8.88%，蔚来涨7.23%，理想涨6.63%，小马智行涨超9%，阿里涨3%。 美债收益率全线走高，10年期上行近3基点，2年期收益率涨5.54基点。美元日内跌0.3%，但全周收涨0.56%、两周连涨。 国内重大事件汇总： 1、央行等八部门联合发布《关于进一步防范和处置虚拟货币等相关风险的通知》。通知指出，虚拟货币不具有与法定货币等同的法律地位，境 内外任何单位和个人不得在境外发行挂钩人民币的稳定币。在境内开展现实世界资产代币化活动，应予以禁止。 2、中国央行黄金储备十五连增，1月环比增持4万盎司，增持节奏略有加快。 3、证监会发布《 ...

长江商报消息 ●长江商报记者 黄聪 公司高管代表着企业形象，而智己汽车联席CEO刘涛的多次表现，对企业形象造成影响。 然而，2023年5月，根据交警部门作出的事故责任认定书及相关司法鉴定意见，潮州事故并非特斯拉刹车失灵所 致。 长江商报记者发现，刘涛曾多次因行为失当、产品质量问题而公开道歉。 销量方面，2025年，智己汽车销量达8.1万辆，同比增长23.68%，仅完成销量目标的81%。公司销量已连续三年不 及目标。 2026年1月，智己汽车销量达4647辆，同比增长65.96%，涨势喜人。但相比2025年12月销售1.18万辆汽车，公司汽 车销量环比下滑约61%。 刘涛就不当言论向特斯拉道歉 2月4日晚间，在社交平台上，智己汽车联席CEO刘涛就此前言论向特斯拉道歉。 2月4日晚间，在社交平台上，智己汽车联席CEO刘涛就此前言论向特斯拉道歉。 2022年11月17日，就当时发生在潮州的一起重大交通事故，刘涛根据当时有限的公开信息，发表了一篇微博，认 为事故中特斯拉产品存在安全隐患。 2022年11月17日，在潮州发生了一起重大交通事故，根据当时有限的公开信息，刘涛发表了一篇微博，认为事故 中特斯拉产品存在安全隐 ...

据《环球时报》英文版报道，特斯拉CEO埃隆·马斯克近日表示，人工智能的计算能力和能源供应将成 为技术发展的最大挑战。他指出，如果美国"缺乏突破性创新"，中国将在人工智能、电动汽车和人形机 器人等领域"完全占据主导地位"。 这些言论是在最近一次三小时的播客访谈中发表的。在访谈中，马斯克谈到了人工智能、制造业、人形 机器人以及不断演变的中美科技竞争格局。 马斯克表示："中国在制造业方面非常先进。只是在少数几个领域还存在不足。"他将中国描述为"一个 处于更高水平的制造业强国"。 他以矿石提炼为例，估计中国的矿石加工量大约是世界其他地区总和的两倍。马斯克表示，中国人口大 约是美国的四倍，而且拥有更强的职业道德，"我们在人力方面肯定无法取胜，但在机器人领域，我们 或许有机会。" 马斯克高度评价了人形机器人在制造业中的战略重要性，尤其是在那些持续进行、全天候运行的工业生 产中。"一开始，最实用的机器人将会是任何连续性的生产操作——任何 24 小时不间断的生产操作—— 因为这样它们就能持续工作了，"他说道。 马斯克表示，电力产出是衡量经济状况的一个合理指标。他估计，中国的电力产出将超过美国的三倍， 这意味着中国的工业产能大 ...

每经记者｜杨建 每经编辑｜肖芮冬 ｜2026年2月9日 星期一｜ NO.3 特斯拉据悉正在美布局多州建厂，以扩张太阳能电池制造版图 2月7日，据知情人士透露，特斯拉正评估美国多个选址，计划扩大太阳能电池制造业务，目标在未来三 年内实现每年100吉瓦的太阳能制造能力。知情人士补充称，特斯拉计划扩大纽约州布法罗工厂产能至 10吉瓦，并可能在纽约州建设第二座工厂，亚利桑那州和爱达荷州也在备选名单中。 NO.4 美"猎鹰9"火箭获准复飞，将执行"龙"飞船载人发射任务 美国联邦航空局2月6日称，对美太空探索技术公司的"猎鹰9"火箭相关任务异常的调查已结束。调查确 认，该事件未造成人员伤亡或公共财产损失，美联邦航空局已批准"猎鹰9"火箭恢复飞行。该火箭将按 期执行最新一期"龙"飞船载人发射任务。 NO.5 中国"海底空间站"成功应用 据中国铁建消息，中国"海底空间站"成功应用。2月6日上午，世界最长海底高铁隧道迎来新进展，历经 22天作业，国产首台盾构饱和带压进仓设备"深海空间站"，在中铁十四局承建的甬舟铁路金塘海底隧道 宁波侧完成"首秀"，成功实施75米深高压环境盾构进仓作业，累计换刀46把，标志着我国自主研发盾构 饱 ...

Tesla Isn't the Only Robot Game In Town. This Company Aims to Compete. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Tesla Isn't the Only Robot Game In Town. This Company Aims to Compete.By [Al Root]ShareResize---ReprintsIn this article[T ...

Group 1 - Citi analyst Jeff Chung has assigned a value to XPeng's robot business [1]

Investment Rating - The report indicates a positive investment outlook for the humanoid robotics industry, highlighting 2026 as a critical year for the realization of humanoid robots from concept to mass production [4]. Core Insights - The humanoid robotics sector is experiencing accelerated growth, with Tesla's third-generation humanoid robot, Optimus V3, set to be unveiled soon, aiming for an annual production of one million units. This robot is designed to learn new skills through observation of human behavior [2][27]. - The release of the Bolt humanoid robot by Jingzhi Technology marks a significant achievement, as it is now the fastest humanoid robot globally, capable of running at 10 meters per second, showcasing advancements in dynamic balance and motion control [2][30]. - The Beijing Humanoid Robot Innovation Center has successfully completed over 700 million yuan in market financing, indicating a shift towards market-oriented operations and the advancement of core platform technologies [3][36]. Summary by Sections Industry Dynamics - The report notes a shift from policy guidance to commercial implementation, with significant breakthroughs in the humanoid robotics industry. The release of the Bolt robot and Tesla's upcoming Optimus V3 are pivotal developments [9][10]. - The central government's focus on integrating AI with agriculture and expanding applications for drones, IoT, and robotics is expected to drive long-term growth in the sector [10][11]. Core Components - Lingxin Qiaoshou has signed a strategic cooperation agreement with Fulai New Materials to procure 100,000 tactile sensors, aiming to enhance the development of flexible sensing and robotic dexterity [3][12]. - The report emphasizes the importance of technological iteration and convergence in the industry, particularly in electric drive technologies and advanced materials [4]. Investment Recommendations - The report suggests focusing on five key areas for investment: Tesla's supply chain convergence, technological advancements, opportunities in overseas supply chains, domestic application opportunities, and long-term quality investments [4]. - The anticipated mass production of Tesla's first-generation humanoid robots in early 2026 is expected to significantly increase domestic output from thousands to tens of thousands of units [4]. Recent Industry Events - Key events include the unveiling of the Bolt robot and Tesla's announcement regarding Optimus V3, both of which are expected to have a substantial impact on the market [5][10]. - The completion of significant financing rounds by various companies, including the Beijing Humanoid Robot Innovation Center, indicates strong investor interest and confidence in the sector's future [3][36].

摘要 / 持股过节 今天没有段子，哈哈哈，但是马厂长又带来不少消息，且听我一一说来！ 先说整体，下周A股应该稳了，至少不会再大跌了，首先海外反弹了，周五美股 强力上涨，标普500涨1.97%，纳斯达克涨2.18%；道指涨2.47%，直接突破5 万点关口！英伟达大涨7%，芯片股指飙升5.7%，中概股指数大涨3.71%。 从资金面来看，数据显示， 这周股票型ETF场内净申购金额本周447.08亿元， 结束此前连续3周的净赎回。 这说明GJD终于不砸了，甚至在周五权重ETF拉升 时出现了密集的放量。 再说历史规律，春节前后A股上涨概率均超七成，宽基指数上涨概率均较高。风 格来看，春节前后成长价值风格表现均衡，而大小盘风格则表现迥异，春节前大 盘风格上涨概率高于小盘风格，春节后则表现为小盘风格明显占优。 广发证券指出，牛市趋势中，每次万得全A指数跌破20均线后一周左右，往往是 加仓良机。 | 蛇次 | | | T+5胜率 T+5平均涨幅 T+20胜率 T+20平均涨幅 T+60胜率 | | | T+60平均涨 | | T+180胜率 T+180平均涨幅 | 破位后平均 破位 | | | --- | --- | --- ...

Investment Rating - The report maintains an "Overweight" rating for the electric power equipment industry [6] Core Insights - The report highlights significant developments in the lithium battery sector, including Elon Musk's announcement of the large-scale production of dry electrodes and CATL securing a 10GWh energy storage project [8][14][15] - The energy storage market shows strong demand, with January's procurement reaching 36.3GWh and a 42% increase in the average price of 4-hour storage systems over the past six months [25][26] - The report emphasizes the potential for performance and valuation improvements in the lithium battery and energy storage sectors, suggesting a favorable medium-term investment outlook [8] Summary by Sections Lithium Battery Sector - The battery industry index rose by 3.24%, outperforming the CSI 300 by 4.57 percentage points, with key stocks like Enjie and Wanrun New Energy showing significant gains [12] - Major events include the announcement of dry electrode mass production by Tesla and strategic partnerships in solid-state battery technology [14][16][18] Energy Storage Sector - January saw a procurement of 36.3GWh in energy storage, with a notable 42% increase in the average price of 4-hour systems [25][26] - The report notes strong demand in regions like Ningxia, which completed a procurement scale of 7.76GWh, the highest in the country [25] - The report identifies key companies in the energy storage sector, including Haibo Sichuang and Sungrow Power [8] Electric Power Equipment Sector - The report discusses the approval of significant high-voltage projects, including the "Mont Electricity into Shanghai" project, marking the start of substantial construction [29][30] - It highlights the ambitious "six AC and six DC" plan in Inner Mongolia, which aims to add 48 million kilowatts of high-voltage transmission capacity [30] Photovoltaic Sector - The report tracks the stability in silicon material prices and the decline in silicon wafer prices, indicating a cautious market outlook [33][36] - It notes the recent interest from Musk's team in Chinese photovoltaic companies, focusing on potential collaborations in solar technology [39] Wind Power Sector - The report outlines progress in offshore wind projects across various regions, with significant approvals and tenders being announced [42][44] - It emphasizes the expected growth in offshore wind capacity and the importance of supply chain developments in the sector [51][52]

Investment Rating - The report maintains a "Positive" investment rating for the industry [3] Core Insights - The space photovoltaic industry is progressing, with significant capital expenditures from major CSP manufacturers exceeding expectations [1] - The demand for energy storage is driven by ongoing electricity shortages in the U.S., highlighting the cost-effectiveness of leading companies [14] - The report emphasizes the importance of new directions such as space photovoltaics, AIDC, and robotics, which are catalyzing investment opportunities [14] Summary by Sections Photovoltaics - The space photovoltaic sector is gaining traction, with SpaceX's application for 1 million satellites accepted by the FCC, indicating a robust future for space-based data centers [20] - The China Photovoltaic Industry Association released cost analysis, indicating that the average full cost of mainstream photovoltaic products is expected to stabilize, providing support for price recovery [21] - The report highlights the potential for significant growth in global photovoltaic installations, with annual additions projected between 725-870 GW during the 14th Five-Year Plan [22] Energy Storage - Sunshine Power announced plans to establish a production base in Poland, aiming for 20 GW of inverter capacity and 12.5 GWh of energy storage systems [39] - The report notes a 45% year-on-year increase in EU battery storage capacity, with large-scale storage systems becoming the main growth driver [39] - January saw a significant increase in independent storage projects, with a total of 12.3 GW/36 GWh of bids, despite a year-on-year decline due to procurement timing [40] Lithium Batteries - The demand for lithium batteries continues to strengthen, with all segments showing a willingness to maintain prices, indicating ongoing profitability improvements [14] - The report recommends focusing on battery segments, particularly companies like CATL and EVE Energy, which are expected to perform well in the medium term [14] Wind Power - The report emphasizes the start of a new wind power cycle during the 14th Five-Year Plan, with significant opportunities in commercial aerospace and offshore wind projects [14] - Companies involved in wind turbine manufacturing and components are highlighted as key investment opportunities [14] Power Equipment - The domestic power grid's investment plan is projected at 5 trillion yuan, with significant improvements in pricing and demand driven by electricity shortages in the U.S. [14] - The report suggests focusing on opportunities in AI for power management and virtual power plants [14] New Directions - The report highlights the importance of developments in humanoid robotics and AIDC technology, with specific companies recommended for investment based on their potential in these sectors [14]