Core Insights - The article discusses the recovery of actively managed equity funds in 2023, highlighting the turnaround of previously underperforming funds known as "four毛基" and "five毛基" [1][2]. Group 1: Fund Performance - Several funds, including Hengyue Advantage Selection and Huatai Bairui Quality Selection, have successfully increased their net asset values (NAV) from below 0.6 yuan to above 1 yuan due to strong performance in 2023 [3]. - Hengyue Advantage Selection achieved the highest increase, with a year-to-date growth of 146.87%, rising from 0.60 yuan to 1.47 yuan [3]. - The funds that performed well were heavily invested in sectors like artificial intelligence and storage chips, which saw significant demand growth [3][5]. Group 2: Investment Strategies - Some funds maintained their positions in sectors like optical modules and computing power, benefiting from the market recovery [2][5]. - Other funds, such as Fangzheng Fubon Xinhong, changed their investment strategies, shifting focus to humanoid robotics, which led to substantial NAV increases [5]. - The article notes that funds that were initially launched during high market periods (2020-2021) faced challenges but adapted their strategies to capitalize on emerging trends [4][6]. Group 3: Redemption Trends - Despite the recovery in NAV, many funds did not see a corresponding increase in share volume, as investors often chose to redeem their shares once they broke even [2][6]. - Historical data indicates that the probability of redemption is highest when funds return to their original investment levels, leading to significant outflows from several funds [6]. - In the third quarter, there was a net redemption of 220 billion shares from equity funds, marking the largest single-quarter redemption in recent years [6]. Group 4: Ongoing Challenges - Not all funds that were previously underperforming managed to rebound, with some still trading below 0.5 yuan [7]. - Certain sectors, such as consumer and military industries, did not perform well even in a rising market, leading to continued underperformance for funds heavily invested in these areas [7].

RT Paolo Tiramani (@PaoloMBTiramani)Wealth tip at the end of rant:FSD 14 is 🤯 Tesla is singular in having spacial AI, ie 3D with cameras. This is the future of robots and it only belongs to @Tesla . Why? Because the impressive theatrics from other roboticists is the same as Waymo and the toaster Zoox (always empty) running limited pantographs. Only Tesla has the trifecta of robotics, scale and most importantly a spatial brain based on FSD that will be able to do useful things. That is why Tesla shareholders ...

Group 1: Disney and YouTube - The dispute between Alphabet's YouTube TV and Disney has been resolved, allowing subscribers to regain access to Disney channels, including ABC and ESPN, after a content blackout lasting over two weeks [2] - Disney's stock declined by 1.6% at the close on Friday, while Alphabet's stock rose by more than 4% after hours [1] Group 2: Cisco Systems - Cisco reported a 9.7% gain in stock value following a strong Q1 2026 earnings report, with revenue reaching $14.9 billion, an 8% year-over-year increase [10][11] - The company noted a 13% year-over-year growth in product orders, including $1.3 billion in AI-related orders, and expects $3 billion in AI revenue for FY26 [11][13] Group 3: DoorDash - DoorDash's stock rose by 6% on Friday and recorded a 1.3% gain for the week, bringing its year-to-date gain to 23% [14] - The company announced a partnership with Old Navy for on-demand delivery, indicating a strategic expansion into the instant retail category [15] - Analysts have upgraded DoorDash's rating, with Wedbush setting a price target of $260, citing its competitive position in the US food and delivery market [18] Group 4: StubHub - StubHub's stock plummeted by 20% following the decision to withhold Q4 guidance, marking a 52-week low for the company [19] - Despite reporting solid earnings with $2.4 billion in Gross Merchandise Sales (GMV) and $468 million in revenue, the lack of guidance led to significant market reaction [20][21] - Analysts have cut price targets but maintained Buy or Outperform ratings, reflecting confidence in StubHub's long-term success [21][22] Group 5: Warner Bros Discovery Bidding War - Netflix, Comcast, and Paramount Skydance are preparing bids for Warner Bros Discovery, with stocks of Warner Bros. Discovery and Paramount Skydance rising by 4% and 2%, respectively [7]

Tesla Optimus and the work of Neuralink will help disabled humans in ways we can’t imagine."You can take signals from Neuralink, the mind that would be transmitting to legs and transmit those to the attached Optimus robot legs”Elon Musk https://t.co/LKdwUHLeBN ...

Technology & Robotics - Tesla's humanoid robot 'Optimus' aims to eliminate poverty [1] - 'Optimus' is projected to provide universal high income for all [1]

Optimus will eliminate poverty and provide universal high income for allMario Nawfal (@MarioNawfal):ELON: OPTIMUS WILL ULTIMATELY BE BETTER THAN THE BEST HUMAN SURGEON“People often talk about eliminating poverty, about giving everyone amazing medical care.Well, there's actually only one way to do that, and that's with the Optimus robot.With humanoid robots, you can https://t.co/NLnkLILbQG ...

Group 1 - The core viewpoint of the article highlights the presence of Chinese robots at the opening of a global internet summit, showcasing advancements in technology and innovation in the robotics sector [3] Group 2 - The event serves as a platform for demonstrating the capabilities of Chinese robotics, emphasizing the country's growing influence in the global technology landscape [3] - The participation of Chinese companies in the summit reflects their commitment to enhancing international collaboration and sharing technological advancements [3]

Core Insights - The automotive industry is experiencing significant fluctuations in demand, particularly in the electric vehicle (EV) sector, due to the expiration of the $7,500 U.S. federal tax credit, leading to a demand lull in Q4 2025 [2] - Tariffs on imported vehicles and parts have had a notable impact, but the costs incurred are less than initially feared, with General Motors and Ford reducing their tariff cost estimates [3][4] - Tesla's valuation is currently extremely high, driven by future potential in AI and robotics, despite recent volatility in its stock price [6][7] Tariffs and Costs - The implementation of tariffs was expected to significantly increase costs for automakers, but General Motors now estimates costs between $3.5 billion to $4.5 billion, which is $500 million less than previously anticipated [4] - Ford has also halved its tariff cost estimate from $2 billion to $1 billion, indicating a more favorable outlook for automakers [4][5] Tesla's Market Position - Tesla's share price has fluctuated due to various factors, including CEO Elon Musk's political ambitions and the company's performance, but it has rebounded due to excitement around its future in AI and robotics [6] - Tesla's current price-to-earnings ratio stands at 294, with a market capitalization of $1.4 trillion, significantly higher than that of General Motors and Ford combined [6][7] Young EV Makers - Rivian and Lucid are both emerging players in the EV market, with Rivian showing strong financial performance, including a gross profit of $24 million, while Lucid missed earnings estimates despite record deliveries [11][12] - The contrasting performances of Rivian and Lucid highlight the complexity of evaluating young EV manufacturers, as production and delivery metrics alone do not provide a complete picture [8][13] Overall Industry Outlook - The automotive industry is navigating challenges related to tariffs and trade policies, but the administration's willingness to provide tariff relief is a positive sign for automakers [13] - Despite potential short-term challenges for EV makers, the broader automotive industry remains stable and presents investment opportunities [14]

"The hand is hand is extremely complex. There are 50 actuators in the hand, one hand and forearm actuators. A motor. Yeah. Actuated is the motor, gearbox and power electronics. So that's 100 for a robot. Really a lot of actuators and sensors and I'm, I gather proximately. So. It's, there's a lot of complexity." @elonmusk ...

“Optimus will have the level of precision that is frankly superhuman. And will be able to do medical procedures, very sophisticated medical procedures, any medial procedures, perhaps things that really humans can’t even do b/c it’s too difficult.” ⁦@elonmusk⁩ https://t.co/uCvVKflrIj ...