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 ...

This stock is up 900% since 2023, and there is still more upside ahead.The start of the artificial intelligence (AI) boom lifted the broader stock market out of a slump in late 2022. It's been a mostly fun ride since then, and the reality is that AI is only getting started. Experts widely believe that AI technology will create trillions of dollars in economic value over the coming decades and make new industries possible, and that likely means wealth for those who own the right stocks.Thus far, Nvidia (NVDA ...

New Study Provides Insight into the Bioavailability of Medical Cannabis Formulations for Therapeutic TreatmentNEW YORK, June 26, 2025 (GLOBE NEWSWIRE) -- Tilray Medical, a division of Tilray Brands, Inc. ("Tilray" or the "Company") (Nasdaq: TLRY; TSX: TLRY) and a global leader in medical cannabis, empowering the therapeutic alliance between patients and healthcare practitioners to make informed individualized health decisions, today announced the publication of a scientific study. This new research focuses ...

EARNINGS RELEASE & FINANCIAL SUPPLEMENT Third Quarter 2023 Financial Supplement Third Quarter 2023 Table of Contents | Overview | PAGE | | --- | --- | | Corporate Profile | 3 | | Earnings Release | 5 | | Selected Quarterly Financial Data | 15 | | Financial Information | | | Consolidated Balance Sheets | 17 | | Consolidated Statements of Operations | 18 | | Reconciliation of Net (Loss) Income to NAREIT FFO, Core FFO and AFFO | 19 | | Reconciliation of Net (Loss) Income to EBITDA, NAREIT EBITDAre, and Core EB ...

Elon Musk thinks the humanoid business will dwarf the robotaxi business and we believe he’s right. @CathieDWoodhttps://t.co/dmNJzAtYRm ...

Elon Musk"Tesla is the only company with all the ingredients for making intelligent humanoid robots at scale. My prediction is that Optimus will be the biggest product of all time by far. It will be 10 times bigger than the next biggest product ever made.""Tesla is the only company with all the ingredients for making intelligent humanoid robots at scale. My prediction is that Optimus will be the biggest product of all time by far. It will be 10 times bigger than the next biggest product ever made." ...

每周日至每周四推送明日股市重大公告！内容包含"停复牌、增减持、投资中标、收购、业绩、解禁、 高送转"等一系列个股利好利空公告，其中重要公告均以红色标注，帮助投资者提前寻找到投资热点， 防范各类黑天鹅事件，并且有充足的时间进行分辨和寻找合适的上市公司。 ①固态电池+军工+人形机器人+无人机+MCU芯片！这家公司参股企业是中国最早布局固态电池的企业之 一，在人形机器人方面重点布局精密轴承和丝杠；②数字货币+跨境支付+区块链+国产芯片+云计算+华为 鸿蒙！这家公司区块链密码相关产品已经在数字货币业务中得到应用；③人形机器人+无人驾驶+特斯拉！ 公司拟通过股权收购快速进入人形机器人等新兴领域。 前言 ...

Tesla (TSLA) jumped as much as 10% on Monday following the long-anticipated launch of its driverless robotaxi service in Austin, TX — a pivotal move in the electric carmaker’s push toward full autonomy. Investors can capitalize on the growth with ETFs having a substantial allocation to this luxury carmaker. These include Simplify Volt TSLA Revolution ETF (TESL) , Consumer Discretionary Select Sector SPDR Fund (XLY) , Vanguard Consumer Discretionary ETF (VCR) , The Nightview Fund (NITE) and Fidelity MSCI Con ...

June 22, 2025 08:00 PM GMT Global Semiconductors Auto Tech Cycle Kicks Image Sensor Demand into Overdrive We provide an overview of the automotive CMOS image sensor (CIS) market where electronic control unit integration is expected to reaccelerate growth. Auto sensing market at an inflection point: Advanced driver assist system/automated driving technology evolution is driving increased demand for high-res CMOS image sensors, favoring market leaders like Sony Group, Samsung Electronics and Will Semiconducto ...

RT ARK Funds (@ARK_Funds)Until now, automation has handled only narrow, repetitive tasks. Humanoid robots are changing this. By mimicking humans, they may replace existing labor and turn household and informal work into economic value. We unpack the potential impact in a new blog.https://t.co/mAlgmBWrIy ...