对于上述交易，多位业内人士在接受记者采访时表示，从行业发展趋势来看，机器人市场竞争日益激 烈，技术迭代迅速，ABB此时出售机器人业务，或许是想要集中资源，聚焦于更具优势和潜力的领 域，以应对不断变化的市场环境。而且，软银集团在科技投资领域有着丰富的经验和强大的资金实力， 将机器人业务出售给软银，或许能为该业务带来新的发展机遇和资源支持，从长远来看，对ABB和机 器人业务本身都可能产生积极影响。 中经记者 秦枭 北京报道 10月8日，《中国经营报》记者从软银集团方面了解到，其与瑞士工业巨头ABB签订最终协议，将以总 计53.75亿美元（约合人民币380亿元）的价格收购ABB的机器人业务。随后，ABB中国也发布消息称， ABB集团已签署协议将其机器人业务单元出售给软银集团，企业估值53.75亿美元，不再推进此前拟定 的机器人业务独立上市计划。该交易尚需获得监管机构批准并满足惯例成交条件，预计将于2026年中后 期完成。 天使投资人、人工智能专家郭涛认为，ABB终止机器人业务独立上市并出售给软银，核心动因是聚焦 战略优先级重构与价值兑现效率最大化。 通过出售机器人业务，ABB可以取得即时价值，并且传统业务板块也能得 ...

1.台积电9月营收同比增加31.4% 10月9日，台积电公布2025年9月营收报告。2025年9月合并营收约为新台币3309.80亿元，较上月减少了 1.4%，较去年同期增加了31.4%。累计2025年1至9月营收约为新台币2.76万亿元，较去年同期增加了 36.4%。 点评：业绩表现强劲。 2.大湾区音乐迎接全运会 11月9日，将在广东广州开幕，比赛项目分布在广州、深圳、香港、澳门等19个城市。 3.2025年中国国际帆板大师赛将于11月在上海开赛 10月9日上午，2025年中国国际帆板大师赛新闻发布会在上海棋院举行。发布会透露，大赛将于11月13日至 17日在上海市青浦区开赛。 4.我国科学家实现全球首颗二维-硅基混合架构芯片 继今年4月在《自然》提出"破晓"二维闪存原型器件后，复旦大学科研团队又迎来新突破。北京时间10月8日 晚，复旦大学在《自然》（Nature）上发文，题目为《全功能二维-硅基混合架构闪存芯片》（"A full- featured2D flash chip enabled by system integration"），相关成果率先实现全球首颗二维-硅基混合架构芯片， 攻克新型二维信息 ...

记者丨 邓浩 孙燕 编辑丨巫燕玲 工业机器人格局突变，软银AI版图再现扩张，砸钱"攻下"ABB robotics业务。一进一退之间， 背后是当前AI产业强者恒强，竞争趋烈的态势。 不同于以往在机器人领域以小博大的玩票试水，这次软银高达53.75亿美元 (约合383亿元人民 币)的重注，直接让ABB放弃了单独拆分机器人业务上市的计划。 而软银敢于如此激进的原因，或是孙正义对未来AI演进的乐观预期和担忧窗口缩紧的急迫落 子。 （图片来源：ABB官网） 不分拆了 10月8日，ABB宣布已签署协议将其机器人业务单元出售给软银集团，估值53.75亿美元，不再 推进此前拟定的机器人业务独立上市计划。该交易尚需获得监管机构批准并满足惯例成交条 件，预计将于2026年中后期完成。 作为工业机器人"四大家族"之一，ABB是全球装机量最大的工业机器人供货商。2024年， ABB机器人业务销售收入为23亿美元，约占ABB集团总收入的7%，运营息税折旧及摊销前利 润率为12.1%。 今年4月，ABB发布消息称，决定对其机器人业务单元实施100%分拆，目标于2026年第二季 度，推动该业务作为独立上市公司启动上市交易。 "如果追溯过往 ...

Group 1 - The most profitable business for Yingshi Juifeng is e-commerce, with a single T-shirt selling 200,000 units this year, shifting focus from traditional video production and content creation [3][5] - The revenue share from TVC advertising has decreased to around 10% from being the most profitable segment previously [3] - Tim Pan Tianhong, the founder, emphasizes the significant scale effect in e-commerce, where user-driven product promotion leads to high sales [3] Group 2 - Xiaopeng Motors has appointed Liu Xianming, head of the world base model, as the new leader of its autonomous driving center, replacing Li Liyun [8] - OPPO has made personnel adjustments, with Liu Zuohua overseeing overseas markets and Duan Yaohui managing the headquarters marketing team [9] - Alibaba has entered the embodied intelligence sector, forming a team led by the head of its Qwen large language model technology [10] Group 3 - The U.S. Walmart has listed the Yushu G1 humanoid robot at a price of $21,600, reflecting a 55% premium compared to its price in China [10][13] - The G1 robot is becoming a preferred experimental platform for AI and robotics developers due to its competitive pricing and performance [13] - Yushu Technology is preparing for a potential IPO, aiming to expand its sales channels and developer ecosystem [13] Group 4 - Li Auto's MEGA model delivered 3,271 units in September, accounting for nearly 10% of the brand's total deliveries for the month [21][22] - The overall delivery of Li Auto vehicles reached 33,951 units in September, with a total of 143,102 units delivered historically [21][22] Group 5 - Xiaopeng Motors plans to announce significant breakthroughs in physical AI at its upcoming AI Technology Day, focusing on advancements in its world base model [23] - The company has been developing its physical AI base model for over a year, aiming to enhance its capabilities in autonomous driving [23] Group 6 - Apple CEO Tim Cook is reportedly stepping down, with John Ternus, the senior vice president of hardware engineering, being the leading candidate for succession [26][27] - Volkswagen is restructuring its software department, with the Cariad team nearly disbanded, aiming to enhance its competitiveness against Tesla and Chinese EV makers [27] Group 7 - Google has tightened its remote work policy, limiting employees to a maximum of four weeks of remote work per year, with any remote work day counting as a full week [28] - Microsoft is migrating GitHub's infrastructure to its Azure cloud platform over the next two years, aiming to address capacity challenges and support AI growth [29]

Group 1 - A Chinese AI scholar, Shunyu Yao, has left the American AI startup Anthropic to join Google's DeepMind, citing the company's "anti-China rhetoric" as a significant reason for his departure [2] - Anthropic announced it would stop providing AI services to companies controlled by Chinese entities and labeled China as a "hostile nation" in internal documents [2] - Yao expressed that he believes most employees at Anthropic do not agree with this characterization, but felt he could no longer stay at the company [2] Group 2 - Alibaba Cloud has entered a multi-year partnership with NBA China, becoming the official cloud computing and AI partner, aiming to enhance fan experience through AI and cloud technology [2] - The collaboration will develop a dedicated AI model for NBA China and introduce "360-degree real-time replay technology" during NBA China games, providing an immersive viewing experience [2] - NBA China will utilize Alibaba Cloud's infrastructure to support its digital platforms, including the NBA App and official website [2] Group 3 - The return rate for domestic AI glasses exceeds 30% on platforms like JD and Tmall, with Douyin seeing rates as high as 40% to 50%, primarily due to consumer feedback on "insufficient functionality" [3] Group 4 - XPeng Motors is set to announce significant breakthroughs in the field of physical AI during its upcoming AI Technology Day, focusing on advancements in its foundational AI model [2] - The XPeng AI team has been developing this foundational model for over a year, utilizing the largest dataset ever for a physical AI model in China [2] - This initiative is seen as a critical step towards achieving large-scale Level 4 autonomous driving and will facilitate the deployment of Turing AI driving technology globally, as well as its application in AI vehicles and robots [2]

华见早安之声 请各位听众升级为见闻最新版APP，以便成功收听以下音频。 市场概述 美国宏观经济数据持续真空，投资者担忧泡沫风险，获利了结的需求增强。美股开盘后下挫，尾盘因微软预测数据中心供应紧缺将持续到2026年，美股自低 位拉起，不过三大美股指仍收跌。 美股科技七巨头走势分化，Meta涨超2%，英伟达再新高，苹果则跌超1.5%。投资者抛售周期性板块，转向防御性板块。中概股指跌超2%。 美债同样遭到卖出，美债主要期限收益率普涨1-2基点。 美元涨0.72%，突破99、创两个多月新高。比特币较日高一度下挫约3.3%。以太坊震荡走低3.7%。强势美元叠加以色列哈马斯和谈，贵金属盘中转跌，黄 金跌1.70%、跌破4000美元；白银历史性突破51美元后回落超5.6%、随后反弹。 美油日内跌逾1.3%。 亚洲时段，沪指四季度开门红，时隔10年突破3900点，沪金、沪铜大涨逾4%，半导体产业链午后回落，港股收跌，医药股下挫。 《付鹏说 要闻 中国商务部连发四则公告，事关稀土、锂电池、超硬材料等出口管制。 美国政府关门难解：参院七次否决拨款案，特朗普威胁砍民主党项目，共和党领袖否认要动"大招"。 报道：美国劳工统计局准备在 ...

工业机器人格局突变，软银AI版图再现扩张，砸钱"攻下"ABB robotics业务。一进一退之间，背后是当前AI产业强者恒强，竞争 趋烈的态势。 不同于以往在机器人领域以小博大的玩票试水，这次软银高达53.75亿美元的重注，直接让ABB放弃了单独拆分机器人业务上市 的计划。 而软银敢于如此激进的原因，或是孙正义对未来AI演进的乐观预期和担忧窗口缩紧的急迫落子。 今年4月，ABB发布消息称，决定对其机器人业务单元实施100%分拆，目标于2026年第二季度，推动该业务作为独立上市公司 启动上市交易。 "如果追溯过往历史，ABB机器人和其他事业部业务线的整合度实际上是非常低的。我们认为这个拆分的决策，本质可以帮助我 们更加聚焦于业务的规划和治理，以及机器人产业本身，同时也更好的帮助我们进行资金的分配，在研发上有更多投资，从而 和外部进行更好的合作。"ABB集团机器人与离散自动化事业部总裁、ABB集团执行委员会成员安世铭5月底在接受21世纪经济 报道等媒体采访时表示。 在内部业务协同性低之外，ABB之所以要分拆机器人业务，也有外部市场考虑。全球工业机器人市场在经历了多年的高速增长 后，增速有所放缓。而在全球最大的机器 ...

Superhard Materials - The Ministry of Commerce and the General Administration of Customs announced export control measures on superhard materials, rare earth equipment, and other related items, effective from November 8 [1] - The production and sales ratio of superhard materials in China remains high, indicating a balanced supply-demand relationship, with diamond wire and micro-powder products nearing 100% [1] - The market for CVD diamond films is expected to exceed 5 billion yuan by 2030, indicating significant growth potential [1] Semiconductor Industry - TSMC reported a September sales figure of 330.98 billion NTD, a year-on-year increase of 31.4%, with Q3 revenue reaching 989.9 billion NTD, surpassing analyst expectations [2] - The demand for high-end chips driven by AI investments from global tech giants is providing strong support for TSMC's performance [2] - The semiconductor industry is anticipated to experience a full recovery by 2025, with improved profitability for companies [2] Humanoid Robots - Cloud Deep Technology launched the DR02 humanoid robot, featuring IP66 protection for outdoor operations [3] - The industry is on the verge of mass production, with major companies like Tesla and domestic leaders receiving significant orders [3] - The humanoid robot sector is expected to enter mass production by 2026, driven by advancements from leading companies [3] Rare Earths - Export controls on certain rare earth items will be implemented starting November 8, 2025, expanding previous measures [4] - China holds a dominant position in the global rare earth market, with 68.57% of production and 39.21% of reserves [4] - The new export control measures are expected to strengthen China's competitive advantage in the entire rare earth supply chain [4] Physical AI - XPeng Motors announced significant breakthroughs in physical AI, enhancing its ability to simulate the physical world [5] - The development of a large-scale physical AI model is seen as crucial for advancing autonomous driving and robotics [5] - The commercialization of physical AI is accelerating, with practical applications emerging in various sectors [5] Two-Dimensional Semiconductors - Fudan University's research team developed the world's first two-dimensional-silicon hybrid architecture chip, which could revolutionize traditional storage architectures [6] - This technology is expected to provide new pathways for chip development in the post-Moore's Law era [6] - The two-dimensional semiconductor technology is recognized as a key solution to global semiconductor challenges [6] Hydrogen Energy - A research team from Tokyo University of Science developed a high-performance solid electrolyte capable of reversible hydrogen absorption at 90 degrees Celsius [7] - The magnesium-hydrogen battery constructed from this electrolyte shows promising hydrogen storage capacity, nearing theoretical limits [7] - This advancement is expected to play a significant role in renewable energy storage and fuel cell vehicles [7]

格隆汇10月9日丨索辰科技(688507.SH)公布，公司全资子公司上海索辰数字科技有限公司（简称"数字 科技"）拟以人民币7,425万元向昆宇蓝程（北京）科技有限责任公司（简称"昆宇蓝程"、"目标公司"） 股东王晋升、陆延涛购买其持有昆宇蓝程55%的股权，本次交易资金来源为自有资金或/和银行借款。 本次交易完成后，数字科技将持有昆宇蓝程55%的股权（对应出资比例为55%），并将其作为控股子公 司纳入合并报表范围。 本次交易第三期至第五期股权转让款根据昆宇蓝程2025年、2026年、2027年的承诺经营业绩完成情况分 期支付。王晋升、陆延涛确认并同意，王晋升、陆延涛承诺昆宇蓝程在2025年度、2026年度、2027年度 分别完成净利润达到人民币1,000万元、1,200万元、1,400万元的业绩考核目标。若昆宇蓝程未完成相应 的净利润考核目标，数字科技将依据王晋升、陆延涛业绩考核补偿义务的履行情况支付各期股权转让 款。 昆宇蓝程以专注星间互联，服务空间工程的理念为牵引，为航天科技和科工集团、国防工业领域、中科 院系统和民营航天企业等提供专业的技术咨询和产品+方案的专业化服务，并具有质量体系、高新企业 等资质。 ...

昆宇蓝程以专注星间互联，服务空间工程的理念为牵引，为航天科技和科工集团、国防工业领域、中科 院系统和民营航天企业等提供专业的技术咨询和产品+方案的专业化服务，并具有质量体系、高新企业 等资质。目标公司业务板块分为卫星应用与空间安全、数字工程与系统研制、工业技改与智能装备、航 天工程运维与服务等，具有完备的产品体系和专业精深的解决方案。 本次交易第三期至第五期股权转让款根据昆宇蓝程2025年、2026年、2027年的承诺经营业绩完成情况分 期支付。王晋升、陆延涛确认并同意，王晋升、陆延涛承诺昆宇蓝程在2025年度、2026年度、2027年度 分别完成净利润达到人民币1,000万元、1,200万元、1,400万元的业绩考核目标。若昆宇蓝程未完成相应 的净利润考核目标，数字科技将依据王晋升、陆延涛业绩考核补偿义务的履行情况支付各期股权转让 款。 公司基于战略规划和业务发展需求，拟通过数字科技现金收购昆宇蓝程部分股权，快速扩大经营规模， 加快重点区域市场布局。公司将通过技术与市场全面整合，巩固并扩大公司在工业软件及物理AI领域 的优势。本次交易是公司构建综合性产业生态和实现长远发展的重要一步。公司通过本次交易可整合细 ...