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Baidu: An Irresistible Deep Value AI + Robotaxi Play
Seeking Alpha· 2025-06-30 12:30
"We're in an asset bubble, and TQI can help you navigate it profitably" In addition to our work on Seeking Alpha, we publish best-in-class investing tidbits and research insights at TQI Tidbits [free newsletter], Twitter, and LinkedIn. Follow for more investing content. I am Ahan Vashi, a seasoned investor with professional background in equity research, private equity, and software engineering. I currently serve as the Chief Financial Engineer at The Quantamental Investor, a community pursuing financial fr ...
Microbot Medical® Added to the Russell Microcap® Index
Globenewswire· 2025-06-30 12:30
Automatic inclusion in the appropriate growth and value style indexesHINGHAM, Mass., June 30, 2025 (GLOBE NEWSWIRE) -- Microbot Medical Inc. (Nasdaq: MBOT), developer of the innovative LIBERTY® Endovascular Robotic System, announced that it was added as a member of the Russell Microcap® Index. Microbot Medical’s addition will be effective today when the U.S. equity markets open. “Inclusion in the Russell Microcap® Index marks another important milestone for Microbot Medical. It reflects the strong execution ...
X @The Economist
The Economist· 2025-06-30 12:20
The war’s widening “grey zone”—10km of ground either side of the contact line, watched and punished by drones—is spurring demand for robust robots that let men stay underground https://t.co/IpMjUqWU0a ...
Richtech Robotics Joint Venture Partner Secures $4M Sales Agreement to Expand Reach in Asia’s AI Robotics Market
Globenewswire· 2025-06-30 12:00
The agreement, valued at over $4 million, includes the purchase, service, and software licensing of products from three of Richtech's key product lines: ADAM, Scorpion, and Titan. The deal expands the company's footprint in China and opens the door for additional potential opportunities across the Asian market. The agreement is expected to increase the company's fourth quarter revenue as well as to drive recurring revenue moving forward. Agreement with Beijing Tongchuang Technology Development Co., Ltd. str ...
X @Bloomberg
Bloomberg· 2025-06-30 11:40
The US can’t allow China to take over the humanoid robot industry as it did with drones, @tomwblack says (via @opinion) https://t.co/N9AwPEKH6X ...
Strength Seen in Aeva Technologies (AEVA): Can Its 8.6% Jump Turn into More Strength?
ZACKS· 2025-06-30 09:11
Aeva Technologies, Inc. (AEVA) shares rallied 8.6% in the last trading session to close at $36.43. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 93.8% gain over the past four weeks.Aeva shares surged, driven by promising growth prospects in the rapidly expanding fields of industrial automation, robotics and autonomous driving. The company is poised to gain from more businesses turning to robotics to handle ...
X @Bloomberg
Bloomberg· 2025-06-30 01:35
Humanoid robots played a soccer match in Beijing, demonstrating balance, agility, and AI-powered decision-making https://t.co/xk5KwwuxJC ...
2025年人形机器人中期策略
2025-06-30 01:02
机器人行业目前的发展现状如何?未来有哪些看点? 机器人行业目前正处于从实验室迭代过渡到垂直场景商业化阶段。自 2024 年 下半年以来,机器人进入了快速的成本和技术迭代周期。一方面,供应链定点 和量产扩展使得成本加速迭代,核心部件如丝杠、电机、减速器等出现明显降 本,尤其是丝杠。另一方面,国内机器人的迭代周期仅约两个月,目前特斯拉 等公司已经迭代到 Optimus GEM Three,使得产品越来越接近大规模量产的 成熟状态。 下半年整个行业开始进入垂直场景商业化阶段,例如巡检、康养、 交互、物流、工厂等多个垂直场景都开始部署人形机器人。从产品和技术角度 来看,人形机器人的商业化主要卡在大小脑以及上肢协作领域。上肢协作能力 是工作效率的根本,因此未来人形机器人迭代最快的应该是上肢能力,这也是 目前最关键的领域。上肢协作需要采集大规模、高质量的数据,如 Figure Helix 智源 JOY 以及工业通用的 Grasp VLA 等均针对上肢协作的大模型。 下半年重点关注灵巧手、丝杠、Pick and Place、减速器、关键总成、 电子皮肤、六维力传感器七大赛道,关注特斯拉、华为等公司的供应链 机会。 Q&A ...
X @The Economist
The Economist· 2025-06-29 16:22
Some key players predict that the face of the battlefield in Ukraine will rapidly change this summer, thanks to the introduction of fighter robots https://t.co/B0TIVh8L5j ...
X @The Economist
The Economist· 2025-06-29 14:14
Industry Trend - The widening "grey zone" of 10 km on either side of the contact line is driving demand for robust robots [1] Technological Advancement - The robots are designed to allow personnel to remain underground, suggesting a focus on remote operation and safety [1] - Drones are being used to monitor and enforce activity within the "grey zone" [1]