来源 | 美股研究社 作者 | 在辉 2025年，Robotaxi领域暗流涌动。大洋两岸同步冲刺商业化，再次展开了一场"竞赛"。过去几年，这种竞赛发生在 大模型 、机器人、半导 体。现在终于轮到了Robotaxi。 日前，马斯克在接受CNBC采访时明确，特斯拉Robotaxi将在6月底上路。Waymo选择了和Uber联手推动Robotaxi商业化落地，官宣要在明年 将亚利桑那工厂的Robotaxi产能翻倍。 而在国内，滴滴和广汽埃安联合打造的L4车型将于年底量产交付；Momenta联手上汽，计划2026年实现数百辆车的运营；去年上市的小马智行 刚刚发布了一季报，核心Robotaxi业务收到的乘客订单车费暴涨约800%，二季度将开启第七代Robotaxi量产，到年底预计车队规模达千台。 乍看之下，双方可能都还要蓄力一两年，才能真正蜕变。然而就像年初DeepSeek的石破天惊一样，真正回顾Robotaxi产业的发展轨迹，我们 或许可以提前定论： 这一次仍将是中国的Robotaxi企业拿到先机。 L4级无人驾驶技术验证、小范围示范运营、对外运营体验、商业化验证、规模化量产部署。 现在，是第四阶段向第五阶段过渡的关键 ...

5月21日，百度发布2025年一季度财报。 财报显示，百度一季度实现总营收325亿元，同比增长3%，百度核心收入为255亿元，同比增长7%，均超市场预期。一季度，归属于百度核心的净利润同 比增48%至76.3亿元。 | | | | Baidu, Inc. | | | | | --- | --- | --- | --- | --- | --- | --- | | (In millions except per | Q1 | Q4 | Q1 | | | | | ADS, unaudited) | 2024 | 2024 | 2025 | | YOY | QOQ | | | RMB | RMB | RMB | US$ | | | | Total revenues | 31,513 | 34,124 | 32,452 | 4,472 | 3 % | (5 %) | | Operating income | 5,484 | 3,917 | 4,508 | 621 | (18 %) | 15 % | | Operating income (non-GAAP) [2] | 6,673 | 5,047 | 5,333 | 7 ...

Core Viewpoint - Elon Musk's commitment to remain as Tesla's CEO for at least five more years has positively influenced market sentiment, leading to a temporary stock price increase of 3.6% [1] Group 1: Leadership and Company Direction - Musk emphasizes the importance of maintaining control over Tesla's development direction rather than focusing solely on his compensation [1] - Under Musk's leadership, Tesla has transformed from a traditional car manufacturer into a pioneer in the global electric vehicle sector [1][2] - Musk's statement about his tenure reflects a strategic decision to guide Tesla through critical developments, including advancements in autonomous driving and robotics [1][4] Group 2: Financial Performance - Tesla's revenue for Q1 2025 was reported at $19.335 billion, a 9% year-over-year decline, while net profit fell to $409 million, down 71% [3] - The company is facing significant challenges, including declining sales in key global markets and increased competition [3][4] Group 3: Market Competition and Challenges - The rise of competitors such as Xiaomi, Xpeng, and Wanjie has intensified market competition, impacting Tesla's market share [4] - Tesla's brand image has been affected by Musk's political statements and the slow pace of product updates, which has hindered its competitive edge [4] - Despite challenges in the automotive sector, Musk envisions Tesla as a technology company with potential growth in smart transportation and robotics [4]

半导体高质量发展创新成果征集 申请入围"中国IC独角兽" 马斯克的人工智能公司xAI正在美国田纳西州孟菲斯郊外建造一个拥有100万颗GPU的巨型工厂 Colossus，并将该地区打造成为"高科技制造中心"。 2025.05. 21 本文字数：1167，阅读时长大约2分钟 作者 | 第一财经 钱童心 当地时间5月20日，特斯拉CEO埃隆·马斯克在多哈参加卡塔尔经济论坛时表示，他希望在未来五年 内继续领导特斯拉。 他最近还表示，特斯拉和xAI正在向英伟达、AMD等公司采购更多芯片。xAI计划建一个拥有100万 颗GPU的大型工厂。 马斯克发表这些言论之际，特斯拉正在面临投资者的质疑。尽管近一个月特斯拉股价上涨超过 40%，但市值仍未收复1万亿美元。截至5月20日收盘，特斯拉今年股价累计下跌近15%。 今年4月，特斯拉公布财报显示，该公司今年第一季度汽车业务收入下降20%，净利润下降71%。 此前，马斯克领导了美国总统特朗普设立的"政府效率部门"，但大刀阔斧地精简美国公职部门人员 的举动也引发巨大争议。对此，马斯克表示，未来计划大幅削减政治竞选的支出。 马斯克 暗示 他将把精力更多地聚焦在自己公司的治理。在担任特斯 ...

马斯克 暗示 他将把精力更多地聚焦在自己公司的治理。在担任特斯拉CEO的同时，他还担任太空探 索公司SpaceX的CEO，并拥有人工智能公司xAI和神经科技初创公司Neuralink等。 作者 | 第一财经 钱童心 当地时间5月20日，特斯拉CEO埃隆·马斯克在多哈参加卡塔尔经济论坛时表示，他希望在未来五年 内继续领导特斯拉。 他最近还表示，特斯拉和xAI正在向英伟达、AMD等公司采购更多芯片。xAI计划建一个拥有100万 颗GPU的大型工厂。 马斯克发表这些言论之际，特斯拉正在面临投资者的质疑。尽管近一个月特斯拉股价上涨超过 40%，但市值仍未收复1万亿美元。截至5月20日收盘，特斯拉今年股价累计下跌近15%。 今年4月，特斯拉公布财报显示，该公司今年第一季度汽车业务收入下降20%，净利润下降71%。 此前，马斯克领导了美国总统特朗普设立的"政府效率部门"，但大刀阔斧地精简美国公职部门人员 的举动也引发巨大争议。对此，马斯克表示，未来计划大幅削减政治竞选的支出。 2025.05. 21 本文字数：1167，阅读时长大约2分钟 微信编辑 | 雨林 推荐阅读 中方正告：必将付出沉重代价！ 在卡塔尔经济论坛期间， ...

马斯克：特斯拉(TSLA.O)无人驾驶出租车将在五年内到处都是。 ...

Core Viewpoint - Elon Musk stated that Tesla's autonomous ride-hailing service will be ubiquitous within five years [1] Group 1 - The announcement emphasizes Tesla's commitment to advancing autonomous driving technology [1] - The timeline of five years indicates a significant acceleration in the deployment of self-driving vehicles [1] - This vision aligns with the broader trend in the automotive industry towards automation and smart mobility solutions [1]

马斯克将坚持在6月底之前在得州奥斯汀推出无人出租车的时间表。 ...

马斯克：几个月内将会有1000辆无人出租车。 ...

Core Insights - The 4th Changsha International Construction Machinery Exhibition concluded, attracting over 350,000 visitors from more than 110 countries, making it one of the largest and most influential events in the global construction machinery industry [1][2] - The exhibition featured 1,806 companies, a 20% increase from the previous edition, with 35 of the world's top 50 construction machinery companies showcasing over 20,000 exhibits [1] - A total of 130 billion yuan in procurement contracts were signed by six major manufacturers, focusing on key areas such as hydraulic systems and intelligent control [1] Industry Developments - The exhibition included 35 new product launches and over 1,500 new technologies, with more than 60% of exhibits being high-end and intelligent, and 75% being environmentally friendly [2] - New segments for emergency rescue, mining equipment, and transportation equipment were introduced, filling gaps in the construction machinery exhibition [2] - International exchanges were enhanced through six international matchmaking events, successfully pairing over 600 participating companies [2] Future Outlook - Changsha aims to establish the exhibition as a key platform for global machinery equipment companies to showcase products and foster collaboration, with plans for the 5th exhibition in May 2027 [3]