Key Takeaways NIO delivered 326,028 vehicles in 2025, up nearly 47%, and topped 1 million cumulative deliveries.Tesla's deliveries fell more than 8% in 2025, marking the second straight year of decline.NIO targets Q4'25 adjusted operating profit of 700M-1.2B yuan, indicating a sharp reversal from Q4'24 loss.For years, Tesla (TSLA) was synonymous with electric vehicles (EVs). It was the first name that came to mind when talking about EVs. But competition intensified, EV adoption got slower than expected, and ...

这场科技嘉年华的余波持续震荡至破五。大年初一早晨，某小区同时出现36台到货的早教机器人，快递员们发现收货人都是昨夜在业主群热烈讨论节目的年 轻父母。更精妙的市场反馈出现在线下——多家商场紧急调整春节布置，用淘汰的生肖装饰拼装出机器人雕塑，扫码即可领取与春晚同款的数字纪念徽章。 当传统年味遇上硬核科技，这个春节的消费图景正在被重新绘制。 节目单暗藏的商业密码令人称奇。宇树科技表演的"千手观音"机械臂矩阵刚完成开合动作，同款教育机器人的预售链接就被网友"扒"出登上热搜。后台数据 显示，每当舞台机器人展现精准舞蹈动作，智能家居类目下的扫地机器人销量便同步产生脉动式增长——观众似乎在用下单行为为科技美学投票。最戏剧性 的转折出现在零点倒计时，当拜年机器人方阵亮出二维码春联时，某款家用陪伴机器人瞬间售罄，其购买页面的"缺货"标识竟是用售罄机器人的电子屏显示 的。 晚会创造的"需求链式反应"远超预期。仓库分拣机器人表演环节后，不仅工业机器人咨询量暴涨，连带五金工具类目也出现反常增长——原来是DIY爱好者 开始搜罗自制机器人的零件。更有趣的是客服机器人"小京"的遭遇，它因在春晚客串主持人，其语音包下载量激增导致服务器短暂宕 ...

2月16日晚，2026年春节联欢晚会正式开幕，一系列精彩的机器人表演不仅吸引了广大观众的关注，同 样使机器人销量大涨。宇树科技、魔法原子、银河通用、松延动力四家机器人企业亮相2026年央视春 晚。17日上午，宇树科技官方客服人员告诉记者，目前春晚同款机器人G1 EDU U2进阶版已上架，用户 可通过京东、抖音等渠道线上购买。记者注意到，Unitree宇树官方旗舰店在除夕当晚的直播中，店铺粉 丝上涨3万，同时在线人数达数万人，直播结束后显示有八百余万人观看。直播过程中，不少观众下单 机器狗等产品。17日下午4时，春晚同款机器人将在直播间亮相，并可展示观众想看的动作。 此外，还 有网友表示抽中了宇树春晚同款机器人和松延动力机器人，抽中松延动力机器人Bumi216版的网友告诉 记者，他十分激动："原本没打算抢，想起来随便点了一下，谁知道就中了"。 17日上午，宇树科技官 方客服人员表示，目前春晚同款机器人G1 EDU U2进阶版已上架，用户可通过京东、抖音等渠道线上购 买。记者搜索发现，春晚同款机器人G1 EDU U2进阶版售价208850元，支持送货上门，但不支持7天无 理由退货。 对于豆包抽奖中春晚同款机器人， ...

BEIJING, Feb. 16, 2026 (GLOBE NEWSWIRE) -- On Monday evening, China Media Group's 2026 Spring Festival Gala lit up screens across the country and around the world. For more than four decades, the annual gala – widely known as Chunwan – has been the spiritual feast of the Chinese people on the eve of the Chinese New Year, and a shared cultural ritual that accompanies family reunions. This year, CGTN partnered with its multilingual platforms in 85 languages, working with more than 3,500 media outlets in over ...

春晚老面孔宇树科技推出入门级机器狗，作为高端电子宠物，既能跑跳空翻，还能陪伴聊天，最大的奔跑 速度接近于人骑自行车的速度。 魔法原子则以"协同表演"惊艳全场，旗下人形机器人搭配四足机器狗实现"一人一狗"默契配合。两款产品 均搭载长期记忆与情绪表达功能，4K高清摄像头加持，既能满足家庭娱乐教育需求，也可拓展至工业制造 场景。 松延动力的人形机器人"小布米"则聚焦"教育与交互"，身高98厘米的小巧机身适配家庭场景，具备物体识 别、自主起身躺下等基础能力，入门级产品主打对话与教育功能，高配版支持二次开发，为消费级市场提 供轻量化选择。 舞台上转手绢的机器人舞台下咋样？春晚同款机器人已在工厂"搬砖" 极目新闻记者 陈红 黄晓波 央视马年春晚，多款机器人扎堆亮相。能转手绢、跳舞的机器人，真的准备好进入工厂和家庭了吗？ 据悉，春晚合作伙伴、银河通用的机器人已在宁德时代等制造企业实现规模化产线应用，双臂能负重50公 斤，可应对粉尘、震动、温变等环境，连续7天运转工作"不疲累"。 （来源：极目新闻） 多个"春晚同款"已在京东开售，不同定位机器人价格差异较大。例如，银河通用"春晚同款"售价近70万， 宇树科技入门级机器狗万元可 ...

We're talking Alibaba and more. The company is scheduled to release its third quarter earnings a week from today. Our panel is standing by.Olivier Blanchard is with us. Research director Futurum and Henry Green, senior investment strategist at Crane Shares. Good to see you both.Henry, some of your thoughts quickly on the Baba earnings for next week. >> Hi Nicole, thank you for having me. Yeah, so I'm looking for two things from Alibaba. I'm looking for number one, uh, profit improvement. I'm looking for tha ...

Core Insights - Elon Musk discussed the economic benefits of space data centers, the challenges of scaling electricity generation on Earth, and the conditions needed for large-scale production of humanoid robots in the U.S. [1][2] Group 1: Space Data Centers and Energy Challenges - Musk emphasized that moving computing power to space is not primarily about saving on electricity costs but addressing the energy supply issue, as ground power generation cannot keep pace with the exponential growth of chip computing power [1][4] - He noted that solar energy efficiency in space is approximately five times greater than on Earth, and that deploying AI in space could become the most cost-effective solution within the next 30 to 36 months [6][7] - The bottleneck for expanding energy generation on Earth is not just the power plants but also the manufacturing capabilities for turbines and transformers, which are currently limited [10][11] Group 2: AI Deployment and SpaceX's Role - Musk predicts that in five years, the amount of AI deployed and operational in space will exceed the cumulative total on Earth, with annual AI capacity in space potentially reaching hundreds of gigawatts [23][26] - SpaceX aims to become a major supplier of computational power in space, potentially surpassing all terrestrial institutions combined [26][27] Group 3: SpaceX IPO and Funding Strategies - Musk indicated that discussions around a potential SpaceX IPO are increasing due to the need for substantial funding that exceeds what private markets can provide, suggesting that the public market offers significantly more capital [28][32] - The focus remains on speed and overcoming bottlenecks, with Musk stating that if funding is the only bottleneck, it will be addressed through an IPO [33][34] Group 4: Manufacturing and Supply Chain Challenges - Musk highlighted the critical need for manufacturing capabilities, particularly for turbine blades and solar panels, which are essential for energy generation in space [12][18] - He mentioned that SpaceX and Tesla are working towards achieving a solar capacity of 100 gigawatts, indicating a comprehensive approach to the solar supply chain [22][42] Group 5: AI and Human Interaction - Musk expressed concerns about the future relationship between AI and humanity, suggesting that as AI intelligence grows, human control may diminish, emphasizing the importance of instilling the right values in AI systems [49][50] - The ultimate goal is to ensure that AI contributes positively to the continuation of human civilization and understanding of the universe [51][52]

Core Viewpoint - USA Rare Earth is positioned to capitalize on the growing demand for rare-earth metals, particularly for applications in electric vehicles, electronics, and clean energy technology, amid a strategic push for a domestic supply chain in the U.S. [1][2][6] Company Overview - USA Rare Earth controls the Round Top Mountain in Texas, which is rich in rare-earth metals essential for manufacturing powerful magnets [2][7] - The company has gained 62% in stock value in 2026, significantly outperforming the S&P 500, which has only increased by 1.7% [3] Government Support - The Trump administration plans to invest $1.6 billion for a 10% stake in USA Rare Earth, supporting its mining operations and a magnet manufacturing facility in Oklahoma [3][9] - The company has secured a total of $3.1 billion in funding in 2026, including the government investment [9] Market Dynamics - The demand for permanent magnets, particularly neodymium-iron-boron (NdFeB), is driving the opportunity for USA Rare Earth, as these magnets are critical in various applications [6][8] - The Round Top deposit contains significant reserves of heavy rare-earth metals, which are rarely found in the U.S., enhancing the company's competitive edge [7] Risks and Challenges - The company faces potential market pressure from China, which could flood the market with rare-earth metals, impacting pricing [9] - USA Rare Earth is currently pre-revenue and targets commercial production by 2028, with its magnet facility expected to be operational by early 2026 [9][10] Investment Considerations - The stock is considered suitable for investors with a high risk tolerance, as its future upside is linked to continued policy support and successful execution of its plans [10] - Investors optimistic about the long-term viability of a domestic rare-earth supply chain may find the stock appealing [10]

It is a pleasure to speak with you today as we review our first quarter fiscal 2026 results. Q1 provided a strong start to the year. Historically, this has been our weakest quarter due to seasonality in our core material handling vertical. Despite that, we continue to demonstrate meaningful momentum. Revenue increased nearly 40% year over year,Additional information about factors that could cause actual results to differ materially from expectations, and about material factors or assumptions applied in maki ...

Electrovaya (NasdaqCM:ELVA) Q1 2026 Earnings call February 12, 2026 05:00 PM ET Company ParticipantsColin Rusch - Managing Director and Head of Sustainable Growth and Resource Optimization ResearchDaniel Magder - Managing Director of Investment BankingGraham Tanaka - PresidentJohn Gibson - CFORaj DasGupta - CEOConference Call ParticipantsAmit Dayal - Managing Director and Senior Technology AnalystCraig Irwin - Managing Director and Senior Research AnalystEric Stine - Senior Research AnalystJeffrey Campbell ...