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X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-06-20 02:43
RT Tesla Owners Silicon Valley (@teslaownersSV)“I've been dragging my feet on Artificial Intelligence and humanoid robotics. Then I sort of came to the realization that it's happening whether I do it or not.”Elon Musk https://t.co/czs1kV135C ...
摩根大通:拓普集团_最艰难时刻已过;评级上调至增持
摩根· 2025-06-19 09:47
The worst is behind; upgrade to OW Price (13 Jun 25): Rmb46.40 Tuopu's share price had seen a roller coaster ride this year, rallying 56% year to Feb-peak (vs. CSI300 -1%) driven by market enthusiasm for humanoid robotics. It then dropped 44% (CSI300 -10%) with heightened tariff tensions, sluggish Tesla sales, and disappointing 1Q25 earnings. The stock is now -5% YTD (CSI300 -2%). We downgraded Tuopu from OW to Neutral in Oct-2024 on concerns of potential tariff hikes and slower-than-expected Tesla order. W ...
嚯!国产视频模型的物理水准超神了 | 实测MiniMax海螺02
量子位· 2025-06-19 06:25
鱼羊 一水 发自 凹非寺 量子位 | 公众号 QbitAI 满场观众瞩目之下,体操运动员稳稳完成一个跳步动作,然后……突然来了段木上芭蕾??? 这可不是什么网球王子排球少年真人版之类的运动电影特技—— 要知道,前段时间让谷歌出尽了风头的Veo 3,都还在这一挑战面前翻了车,让网友直呼: 体操就是视频生成模型的图灵测试。 新模型名叫Hailuo 02,主打一个"超清画质"、"精准响应": 原生支持1080p,可以hold住 极端复杂的物理场景 。 不仅是体操,搞点城市特技也是信手拈来,并且连玻璃里的倒影都符合真实世界的客观规律。 以上画面, 完全由AI生成 。 没错,这一次 MiniMax视频生成模型上新 ,还真是把"体操"这个AI视频生成的亘古难题给搞定了! △ 图源:@WuxiaRocks 总而言之就是:物理表现有点太强了吧。 如此水准,使得Hailuo 02深夜发布即炸场,海内外网友抹平时差第一时间纷纷玩嗨。 不少网友直言:比Veo 3更好。 值得一提的是,Hailuo 02一发布,也直接冲上了AI视频竞技场图生视频排行榜第二名,在基准测试中超越当红炸子鸡Veo 3。 | | Text to Video ...
Sanas and TaskUs Partner to Scale Global Operations with New AI-Powered Noise Cancellation with Omni-directional Capabilities
GlobeNewswire News Room· 2025-06-18 15:00
PALO ALTO, Calif., June 18, 2025 (GLOBE NEWSWIRE) -- Sanas, provider of the world’s first Real-Time Speech Understanding Platform, today announced that TaskUs, a leading provider of outsourced digital services and next-generation customer experience, has fully implemented Sanas’ advanced and free-forever Noise Cancellation technology with omni-directional capabilities and speech enhancement across its global operations. TaskUs upgraded 20,000 of its Teammates to the latest generation of Sanas, replacing a g ...
【公告全知道】固态电池+芯片+人形机器人+无人机+华为!公司曾交付半固态电池组装线
财联社· 2025-06-18 14:22
①固态电池+芯片+人形机器人+无人机+华为!这家公司曾交付半固态电池组装线,为国内头部机器人企 业代工机器人且目前订单较为饱满;②数字货币+云计算+区块链+国防军工+芯片+无人机+量子科技+华为 鸿蒙!这家公司已完成全线密码产品抗量子能力的升级工作;③AI眼镜+国产芯片+算力+机器人+华为!公 司端侧AI新品推广取得阶段性成果。 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。 前言 ...
24-25年中国稀土产业数据解读及展望
2025-06-15 16:03
Summary of Key Points from the Conference Call Industry Overview - The conference call focuses on the **rare earth industry in China**, particularly the supply and demand dynamics, export regulations, and market outlook for 2025 [1][3][16]. Core Insights and Arguments - **Export Regulations**: China has implemented strict controls on the export of heavy rare earth elements since April 2025, leading to a significant reduction in export volumes. Although some companies received export licenses in May, the overall export volume is expected to remain limited, potentially stabilizing at 2,000 to 3,000 tons per month in the coming six months [1][3][6]. - **Demand Sources**: The primary demand for rare earth permanent magnet materials comes from the **electric vehicle (EV)** sector, followed by wind power and white goods. The demand from consumer electronics has not shown significant growth, while orders for white goods have increased due to national consumption policies and trade-in programs [1][4][5][16]. - **Market Competition**: Rare earth processing companies are facing overcapacity issues, with the operating rate of neodymium-iron-boron magnet manufacturers at only 50%. Large enterprises are expanding production, intensifying competition and making it difficult for smaller firms to survive [6][11]. - **Wind Power Impact**: Despite the growth in wind power installation capacity, the demand for rare earth materials has not increased significantly due to the adoption of direct drive and semi-direct drive technologies, which require less rare earth [9][16]. - **Mining and Processing Indicators**: The release of rare earth mining indicators for 2025 has been delayed, with expectations that they will remain at levels similar to 2024. The smelting and separation indicators will include stricter management of imported ores [10][11]. - **Import Dynamics**: Approximately 100,000 tons of imported ore oxides are expected in 2025, primarily from the U.S., Mongolia, and Southeast Asia. The U.S. has reduced exports due to tariff issues, while Laos has increased its share of exports [12][13]. Additional Important Content - **Recycling and Supply**: The recycling of rare earth materials is projected to increase, with a recovery rate expected to reach 27% in 2025. This is significant as about one-third of the rare earth supply comes from recycled materials [15]. - **Price Trends**: The market for rare earth materials is expected to experience a strong oscillation in 2025, with a projected supply-demand gap of about 3,000 tons, equivalent to ten days of domestic production. The overall price trend is anticipated to be better than in 2024 due to substantial government support [16][17]. - **Emerging Applications**: New fields such as humanoid robots and low-altitude economy are beginning to utilize rare earth permanent magnet materials, although they require more time and policy support for development [2][17]. This summary encapsulates the critical aspects of the rare earth industry as discussed in the conference call, highlighting the regulatory environment, demand dynamics, competitive landscape, and future outlook.
Medera and Novoheart Presented Breakthroughs in Human mini-Heart Platforms and Gene Therapy at ISSCR 2025
GlobeNewswire News Room· 2025-06-13 12:00
Showcased 7 presentations at ISSCR 2025, including a featured oral presentation on first-in-human gene therapy for heart failure, powered by their proprietary human mini-Heart technology.FDA-backed human-based screening platform recognized as an animal-free alternative in drug development, supporting IND and Fast Track approvals under the FDA Modernization Act 2.0.Breakthroughs in high-throughput screening, AI-driven drug classification, and patient-specific disease modelling underscored the platform’s pote ...
Predictive Oncology Develops Functional 3D Organoid Models Exclusively for Labcorp
Globenewswire· 2025-06-12 12:30
Models provide highly relevant species-specific data, predict in vivo drug clearance/transport, and support preclinical analysis of cancer therapiesPITTSBURGH, June 12, 2025 (GLOBE NEWSWIRE) -- Predictive Oncology Inc. (NASDAQ: POAI), a leader in AI-driven drug discovery, announced today the company has successfully developed 3D organoid models exclusively for Labcorp (NYSE: LH), a global leader of innovative and comprehensive laboratory services. As part of an ongoing agreement, Predictive Oncology recentl ...
X @Elon Musk
Elon Musk· 2025-06-12 08:33
RT ib (@Indian_Bronson)You should cherish today's world.It won't remain for long.- humanoid robots aren't *everywhere*- flying drones aren't *everywhere*- can do work making you valuable to others without specialized/hard-won/secret knowledge (pre-40s)- still legal to manually drive to go where you like- distinct global cultures and languages still exist- most people still share the same pre-/non-digital formative experiences- there are no large scale wars or trade breakdowns between nuclear states or globa ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-06-11 16:17
Elon Musk thinks the humanoid business will dwarf the robotaxi business and we believe he’s right. @CathieDWoodhttps://t.co/dmNJzAtYRm ...