RT Anuarbek Imanbaev (@anuarbekiman)BREAKING!! 🚨First Robot vs. Robot Faceoff!! Robotaxi vs. Waymo in Austin. @elonmusk https://t.co/tpjKSvW271 ...

【市场复盘】 本周四（7月10日），截至收盘，科创人工智能ETF华夏（589010）收跌0.40%，持仓股中科星图领跌 2.55%，合合信息下跌2.34%，寒武纪下跌2.15%；机器人ETF（562500）收跌0.36%，中大力德领跌 3.99%，埃夫特、燕麦科技跌幅超3%。当日交易金额4.96亿元，居相同标的ETF首位；换手3.50%，持 有稳健，韧性十足。资金流入方面，机器人ETF最新资金净流入0.56亿；拉长时间线来看，近10个交易 日内有7日资金净流入，合计"吸金"3.91亿元，居可比基金首位。 【热点要闻】 【热门ETF】 机器人ETF（562500）是全市场唯一规模破百亿、流动性最佳、覆盖中国机器人产业链最全的机器人主 题ETF，助力投资者一键布局中国机器人产业。 科创人工智能ETF华夏（589010）是机器人的大脑，20%涨跌幅+中小盘弹性，捕捉AI产业"奇点时 刻"。 （文章来源：每日经济新闻） 3、特斯拉申请在亚利桑那州凤凰城运营机器人出租车。与Waymo展开直接竞争。特斯拉曾被视为自动 驾驶的先驱，现在正在努力赶上Waymo。这两家公司在自动驾驶技术上有不同的做法。特斯拉声称， 选择主要使 ...

Q&A 智能驾驶产业链的细分环节有哪些？线控底盘在其中的作用是什么？ 智能驾驶系列专题：线控转向加速落地，线控底盘大势所 趋 20250709 摘要 线控底盘通过电子化替代液压系统，为驾乘者提供数字重构、主动安全 等优势，并助力车企平台化开发降本，同时为国内供应商打破技术壁垒 提供机遇。EHB 已实现国内 60%渗透率，EMB 预计 2026 年上车，自 主供应商份额提升。 EPS 系统在中国市场渗透率已达 99%以上，CEPS 仍为主流，但 DPEPS/REPS 占比将提升。预计 2028 年中国 EPS 市场规模将从 400 亿元增至近 500 亿元，单车均价也将从 1,400 元提升至 1,500 元以上。 全球 EPS 市场由捷太格特、耐世特和博世主导，国内市场博世合资公司 领先，耐世特紧随其后。EPS 核心零部件 ECU 和电机国产替代加速，但 电机市场仍由外资企业占据主导地位。 线控转向通过电子信号取代机械传导，响应更快，操作更灵活，单车价 值量 3,000-4,000 元。目前仅蔚来 ET9 适配，全球渗透率低，但 robotaxi 发展或将推动其应用，预计 2030 年国内市场规模达 350 ...

证券分析师 张晋源 A0230525040001 zhangjy@swsresearch.com | 指数 | 收盘 | | 涨跌（％） | | | --- | --- | --- | --- | --- | | 名称 | （点） | 1 日 | 5 日 | 1 月 | | 上证指数 | 3510 | 0.48 | 3.69 | 1.4 | | 深证综指 | 2107 | 0.26 | 4.82 | 1.08 | | 风格指数 | 昨日表现 | 1 个月表现 | 6 个月表现 | | --- | --- | --- | --- | | | （％） | （％） | （％） | | 大盘指数 | 0.45 | 3.62 | 7.28 | | 中盘指数 | 0.38 | 4.39 | 8.11 | | 小盘指数 | 0.32 | 3.5 | 14.46 | | 行业涨幅 | 昨日涨 | 1 个月涨 | 6 个月涨 | | --- | --- | --- | --- | | 焦炭Ⅱ | 5.97 | 11.85 | 10.99 | | 小金属Ⅱ | 3.47 | 4.96 | 19.91 | | 房地产服务 | 3. ...

Market Valuation and Growth Potential - NVIDIA's valuation is considered acceptable with a PE ratio around 52, expected to decrease to the low 40s with upcoming earnings, supported by a $4 trillion potential [2] - NVIDIA is perceived to be at the beginning of the AI revolution, with significant growth potential in sectors like robotics [1][3] - NVIDIA's stock has increased by 1,000% since the rise of generative AI chatbots [9] - While technically overbought in the short term, investors maintain a long-term perspective on NVIDIA's role in AI and robotics over the next decade [10][11][12] Competitive Landscape and Strategy - AMD is considered an alternative, cheaper option, but NVIDIA maintains a competitive edge through its comprehensive ecosystem [5] - Despite lower R&D growth and investor interest, AMD's market presence is anticipated to increase [6] - TSMC experienced a 39% revenue increase in the previous quarter [4] Global Market Considerations - China is a politically sensitive market with higher risks, but NVIDIA's expansion into markets like Europe and the Middle East mitigates these risks [7] - Completely banning chip exports to China is not advisable, as it could stimulate domestic innovation [8] - European AI development will likely focus on sector-specific and business-specific models due to the absence of large AI labs and platforms [14][15][16]

You know, when you look at Tesla, for example, most analysts following it, they were thought they were following an auto company, but they weren't. They were following the largest AI project on Earth, and they didn't know what to do with that. And they were also following the convergence among robotics, energy storage, and AI.You have three separate scurves for each of those technologies and then they start feeding each other as we're seeing in robo taxis and you have explosive growth. As we were moving int ...

Optimus blows my mind. AI powered steps toward a future where robots transform work and exploration. https://t.co/qHXx9Jk13U ...

Key Takeaways TSLA plans to expand its robotaxi service to the San Francisco Bay Area within months, pending approvals. Unlike Texas, California requires multiple permits from the DMV and CPUC for commercial robotaxi launches. Tesla's early Austin trials faced traffic issues, highlighting challenges as the service scales beyond Texas.Tesla (TSLA) is planning to expand its robotaxi service to the San Francisco Bay Area within the next month or two, pending regulatory approval, per CEO Elon Musk. The compan ...

Designed for investors, board members, and CEOs, the latest PatentVest Pulse reveals who’s actually leading and why in one of the most underpenetrated markets in medtechDALLAS, TX , July 10, 2025 (GLOBE NEWSWIRE) -- PatentVest, the first fully integrated IP strategy and legal firm, today announced the release of The Next Era of Surgical Robotics, a new report that maps the most important shift in medtech since the rise of the da Vinci system. Built from analysis of more than 18,000 patent families, $4B in M ...

This AI-Powered Robot Will Cook You The Perfect Pasta https://t.co/0z9XJRZic5 https://t.co/0z9XJRZic5 ...