作 者丨 JR Research 编译 | 华尔街大事件 标普 500 指数（SPX/SP500）上周创下新高，但亚马逊（NASDAQ:AMZN）的股价却一直徘徊 在 1 月的高点下方。不过，从 4 月低点算起，亚马逊股价已经涨了近 40%，这成绩可不容小觑 —— 毕竟投资者不仅无视了 "解放日" 关税初期带来的悲观情绪，还顶住了那些唱衰 "美国例外 论终结" 的声音。 因此，对亚马逊能够推动运营杠杆增长并使其利润率长期增长的乐观态度并非毫无道理。预计到 2027财年，息税前利润将从2024财年的11%增至近14%，其潜在的上升空间显而易见，这有助 于投资者持续关注首席执行官安迪·贾西及其团队如何在未来实现关键的利润驱动力和增长潜力。 鉴于亚马逊的电商和AWS引擎预计无法实现其2022年之前那种20%至30%的营收增长速度，我 相信亚马逊将继续加倍投入人工智能，以降低成本，进一步提升股东价值。 不过，与亚马逊 (AMZN) 相比，投资者可能正在寻找一种更简单的方法来投资短期人工智能前 景。毕竟，值得注意的是，自 1 月份达到峰值以来， 亚马逊 的表现一直逊于 QQQ。一些意料之 外的逆风仍可能再次困扰电商投资 ...

When you look at your embodied eye is all the rage in China. From industrial automation to autonomous EVs, from delivery drones to increasingly advanced robotic humanoids and pets. A.I. is on board and with their sensors, motors and natural language processing. Now they're interacting with us and the rest of the physical world, and it's arriving in much more lifelike packaging.As creepy as that may be. China's Ministry of Industry and Information Technology says China since last year has produced nearly 100 ...

June 12, 2025 08:00 PM GMT Tesla Inc | North America 10 Reasons China Is Leading the Robot Race In our informed opinion, China is in a commanding lead in Physical AI (AVs, Drones, Humanoids, etc.). The conspicuous advancement of AI-enabled robots in China is a powerful innovation catalyst for the US. We outline 10 key reasons driving China's potentially impending dominance in the robot era. I'd greatly appreciate your support for the Morgan Stanley Auto & Auto Parts team in this year's All-America Extel sur ...

June 12, 2025 02:40 PM GMT Autos & Shared Mobility | North America A "G.I. Bill" for Robotics and Manufacturing? America's ability to re-shore/onshore critical manufacturing (autonomous cars, drones, humanoids, gadgets, etc) will ultimately be limited by a lack of skilled human brains and bodies to get the work done. Can we learn some lessons from 1944? I'd greatly appreciate your support for the Morgan Stanley Auto & Auto Parts team in this year's All-America Extel survey. Stay human, AJ. How to vote: To r ...

hey everybody welcome back to the week in AI i'm Kevin Cook your field guide and storyteller for the fascinating arena of artificial intelligence so we've been doing the Friday space i've been trying to do these videos get them out before the space maybe I'll actually do that this time so one of my top things to talk about at this week's the week in AI is the Mary Mer Bond report mary Mer has done and her research team at at the bond team have done you know they do an annual report where they do a deep dive ...

Group 1: NVIDIA's Developments in Robotics - NVIDIA announced updates to spur humanoid robot development, including new models for reasoning, motion, and skills, contributing to a potential "next industrial revolution" in physical AI and robotics [1] - Investors are focusing on other firms in robotics as NVIDIA makes advancements in this technology [2] Group 2: Serve Robotics Overview - Serve Robotics specializes in self-driving delivery robots, partnering with Uber to tackle the "last-mile" delivery challenge [4] - The company is scaling up operations, deploying 250 new robots and aiming for a fleet of 2,000 by the end of 2025 [5] - Serve has increased daily supply hours by 40% and delivery volume by over 75% in the latest quarter, while also doubling its household reach since December [6] - Revenue for the latest quarter was $440,000, marking a 150% sequential improvement, with expectations for second-quarter revenue growth of 35% to 60% [7] - Despite significant net losses, Serve ended the first quarter with $198 million in cash, providing room for operational expansion [8] - All five analysts rating SERV shares have given them a Buy rating, with a consensus price target of $19.50 [9] Group 3: Richtech Robotics Overview - Richtech Robotics focuses on automating the service industry, including delivery and cleaning applications [10] - The company is transitioning to a robots-as-a-service (RaaS) model, targeting a market size of approximately $230 billion, with a goal to increase customer installations by 150% by 2026 [11] - Richtech reported $4.4 million in revenue and $6.5 million in secured RaaS contracts, with nearly $32 million in cash reserves [12] - The latest earnings report showed wider net losses and missed earnings forecasts, indicating higher investment risk compared to Serve [12] - Despite challenges, Richtech has received Buy ratings from analysts, with an upside potential of about 39% [13]

My industry research indicates the following regarding the new AI hardware device from Jony Ive's collaboration with OpenAI:1. Mass production is expected to start in 2027.2. Assembly and shipping will occur outside China to reduce geopolitical risks, with Vietnam currently the likely assembly location.3. The current prototype is slightly larger than the AI Pin, with a form factor as compact and elegant as an iPod Shuffle. The design and specifications may change before mass production.4. One of the intende ...

NVIDIA Corp (NVDA.O) advantages vs. Ethernet management estimates. Finally, the company discussed ~20% of their spending is tied to fabric. Margins: NVDA emphasized that its success does not have to come at the expense of its partners. The company added that it is looking to diversify our supply chain in different ways. ASIC Competition: Jensen highlighted that NVDA moving very fast, making it tough for competition to catch up. He continues to expect ASIC to remain specialized and estimates NVDA to maintain ...

Cadence Design Systems (CDNS) stock surged 27.3% in the past month, outperforming the Computer-Software industry, the Zacks Computer and Technology sector and the S&P 500 composite’s growth of 25.3%, 22.6% and 15.3%, respectively.Price PerformanceImage Source: Zacks Investment ResearchThe trigger has been the company’s stellar first-quarter results, with the stock gaining 12% since April 28. The stock closed last trading session at $320.30 and is now much closer to its 52-week high of $328.99. So, the quest ...

19 May 2025 16:24:07 ET │ 11 pages NVIDIA Corp (NVDA.O) Computex Day 1 Takeaways CITI'S TAKE Flash | 更多资料加入知识星球：水木调研纪要 关注公众号：水木Alpha On Sunday, NVIDIA's CEO Jensen Huang, via a keynote, reiterated the company's goal to accelerate Gen AI adoption through GPU-powered data centers at Computex in Taipei. While various announcements were made, we highlight the following three: 1) NVLink Fusion announcement (see body for details), 2) new developments in physical AI with NVIDIA Isaac GR00T N1.5 foundation model fo ...