每经编辑｜金冥羽 杜宇 据央视财经8月5日消息，美国电动汽车制造商特斯拉董事会已批准向首席执行官马斯克，授予9600万股股票奖励，价值约290亿美元（约合人民币2083亿 元），马斯克将按每股23.34美元的价格购买已获授股票。 根据相关条款，这些股票只有在马斯克持续担任特斯拉首席执行官等关键高管职务到2027年时才会授予，且在2030年前不得出售和转让。 2018年，特斯拉股东曾投票批准一项薪酬计划，为马斯克授予大规模股票期权，前提是公司达成特定目标。这项协议最初估值为26亿美元，随着公司股价 水涨船高，到2024年初其价值一度飙升至560亿美元。 2024年，特拉华州法院撤销了该薪酬方案，称马斯克通过与不具备独立性的董事进行虚假谈判，精心设计了这一具有里程碑意义的薪酬方案。认为特斯拉 董事会的批准程序存在缺陷且对股东不公平。 此后，马斯克多次威胁要离开特斯拉，除非能获得对特斯拉更多的控制权。 图片来源：央视财经 不过，如果美国特拉华州法院最终恢复了马斯克2018年价值550亿美元的CEO薪酬方案，这份奖励措施将自动失效，避免出现"重复获利"的情况。 据证券时报，特斯拉在当天致股东的信中表示："现阶段留住马 ...

以"创业投资开启AI技术与应用共振周期"为主题的启明创投.创业与投资论坛近日在沪举行。在"具身智 能的奇点时刻"专题对话环节，多名业内专家一致认为，具身智能已站在奇点到来的早期窗口。当前， 具身智能技术虽未完全收敛，但已处于快速发展阶段。 启明创投主管合伙人周志峰表示，具身智能机器人将率先在拣选、搬运、组装等场景实现规模化部署， 积累大量机器人第一视角数据与带触觉的操作数据，构建"模型—本体—场景数据"的闭环飞轮。这一飞 轮将驱动模型能力迭代，最终推动通用机器人迈向大规模落地。 站在具身智能奇点的"前夜"，原力灵机联合创始人兼首席执行官、旷视科技联合创始人唐文斌表示，投 身具身智能行业最大的信心，来自于看到大模型领域链式推理(CoT)与智能体(Agent)能力的巨大潜力。 唐文斌认为，机器人从专用走向通用有两个必要条件，一个是对物理世界的精确感知能力，一个是对复 杂任务的规划和推理能力。 "具身智能技术过去两年的发展速度，已超越此前多年积累，进入'越跑越快'阶段。"它石智航创始人兼 首席执行官陈亦伦表示，一方面，业内对端到端技术的信息倍增，操作领域实验室样机能力显著提升； 另一方面，多模态大模型发展潜力十足， ...

2025.08.05 本文字数：1355，阅读时长大约2分钟 作者 |第一财经 樊志菁 根据美国电动汽车制造商特斯拉周一向美国证券交易委员会提交的文件显示，授予首席执行官马斯克价 值超290亿美元股份的薪酬方案，旨在让这位企业家帮助在公司业务转型的关键时刻中继续掌舵。 按照规则，马斯克有权以每股23.34美元的价格购买这些股票，这与2018年奖励的行权价格相同，附带5 年持有期要求。以周一收盘价计算，股权激励规模达到295亿美元。 掌控力进一步上升 特斯拉董事会在声明中称，"我们清楚地认识到，埃隆的商业项目、兴趣以及其他事务对其时间和精力 的要求是广泛而多样的，包括他在xAI、SpaceX、Neuralink等的领导职务，但我们相信，这项奖励将激 励他继续留在特斯拉。" 根据伦敦证交所LSEG测算的数据，新的股票奖励将使马斯克持有的特斯拉股份从目前的12.7%增至15% 以上。 截至周一收盘，特斯拉股价涨2.2%，今年以来公司股价下跌近25%，明显跑输大盘基准。 临时奖励出炉 2018年，特斯拉股东曾投票批准一项薪酬计划，为马斯克授予大规模股票期权，前提是公司达成特定目 标。这项协议最初估值为26亿美元，随着 ...

0:00 机器人越来越真实，以后不用找老 婆了？ ...

Group 1 - The seminar titled "Innovation in High-end Agricultural Products in the RWA Era" was held by Dayu Irrigation Group, focusing on the integration of blockchain technology with high-end agriculture to promote digital and intelligent agricultural development [1] - Dayu Irrigation's chairman emphasized the revolutionary potential of emerging technologies such as artificial intelligence, robotics, and blockchain in transforming agriculture, and the company aims to explore the application value of RWA in agricultural asset circulation [1] - The vice president of China Agricultural University highlighted the importance of combining high-quality agricultural products with modern capital and praised Dayu Irrigation's leadership in agricultural technology innovation, calling for collaboration between academia and industry to strengthen agricultural development [1] Group 2 - Dayu Irrigation signed a strategic cooperation agreement with Australia's Costar Group to focus on technology research and development in the blueberry industry and optimize facility agriculture, aiming to rapidly scale up planting areas and create a high-standard digital berry planting demonstration base [2] - The company also signed a robotics research and development cooperation agreement with Zhongke Yuandian to promote the large-scale application of intelligent picking robots in facility agriculture, injecting technological momentum into modern agriculture [2] - During the seminar, participants discussed the paths and impacts of integrating RWA with agriculture, agreeing that blockchain technology presents new opportunities for agricultural asset digitization, supply chain finance, and carbon credit trading, while also emphasizing the need for improved policy compliance [2]

近日，京东"七鲜小厨"的炒菜机器人引发关注。从现场视频来看，该餐厅采用"机器人主厨+人工辅 助"的新模式。其中，三台机器人可同时操控四口炒锅，并完成"颠勺"等烹饪工作，工作人员主要负责 投放预制食材包。开业首日，该门店便出现爆单现象。 不过，做饭先放肉还是先放葱花，顺序不同，炒出来的菜，味道也就不一样。王亚丽认为，厨师能通过 经验窍门和技巧创新不同口感的菜，炒菜机器人则更"标准化"。 值得注意的是，机器人技术的普及正在加速。王亚丽介绍，从工业机器人到家用机器人，技术成本已大 幅降低，使得更多应用场景成为可能。 齐鲁晚报·齐鲁壹点记者 巩悦悦 实习生 张晓文 白应婵 这一餐饮新业态迅速引发社会讨论。有业内人士透露，多家餐饮企业正排队考察炒菜机器人技术。也有 网友担心传统厨师可能面临失业危机。对此，齐鲁工业大学自动化所机器人研究室高级工程师、研究生 导师王亚丽表示，当前炒菜机器人的热度存在一定市场炒作成分，噱头要更多一些。 "从专业角度看，现有炒菜机器人尚不具备真正的智能属性。"王亚丽指出，这类设备的核心技术在于精 准控制，而非人工智能。真正的厨师需要根据食材状态、火候变化等实时调整烹饪方式，这是当前技术 难以完 ...

内窥镜可以说是医生的另一双"眼睛"，蕴含着无数光学技术核心密码。海泰新光，这家从微投影显示业 务转型而来的科技企业，以厚积薄发的底层技术能力实现三个"首发"——首个LED光源、首款荧光内窥 镜以及首款光学除雾系统，从而引领全球内窥镜行业实现三次重要创新变革。这家坚持"光学从磨玻璃 开始，软件从写代码开始"的专精特新"小巨人"企业，在巨头林立的医疗器械市场为"中国智造"撕开了 缺口。 医疗领域的创新往往不是颠覆性的，而是精进。走在需求前面一点点，走在市场前面一点点，一个个矢 志不渝的"微创新"，正是海泰新光能够实现产业引领的关键密码。海泰新光总经理郑耀日前在接受中国 证券报记者专访时表示，当前国内内窥镜行业正迎来高速发展的窗口期，海泰新光将以"一纵两横"战略 加速突破，立志成为医用光学领域的领导者。 ● 本报记者 杨洁 从磨玻璃写代码开始 光学可以说是海泰新光的看家本领。郑耀告诉记者，海泰新光在进入医疗内窥镜行业之前，主要从事微 投影显示业务，"我们围绕LCOS背投技术做了很多工作，但很不幸，该技术很快被TFT-LCD液晶显示 技术替代了。幸运的是，正因为对'光'的理解比较深刻，2008年，在机缘巧合之下，这些 ...

Core Viewpoint - The article highlights the innovative advancements made by Haitai New Light in the endoscope industry, emphasizing its unique technologies and strategic vision to become a leader in the medical optical field [1][6]. Company Overview - Haitai New Light transitioned from micro-projection display to the medical endoscope sector, achieving significant innovations such as the first LED light source, the first fluorescence endoscope, and the first optical de-fogging system [1][3]. - The company focuses on "micro-innovation" to meet clinical needs and enhance product quality, ensuring that its developments align closely with market demands [5][6]. Technological Innovations - The introduction of LED light sources has revolutionized endoscope technology, improving brightness by over 20% compared to traditional xenon lamps [1][2]. - Haitai New Light developed the world's first fluorescence endoscope with a focal length capability, which gained popularity in North America [3]. - In 2023, the company launched the first optical de-fogging endoscope system, utilizing specific light to achieve thermal balance and eliminate fog [3][4]. Market Position and Strategy - The company aims to establish its own brand in the domestic market, moving beyond being an ODM for international brands, and has initiated a comprehensive marketing strategy to support this goal [5][6]. - Haitai New Light's market share has increased as domestic brands rise, with international giants' market share dropping from 70-80% to around 50% [6][7]. - The company plans to expand its product line and integrate AI and robotic technologies to provide comprehensive solutions for minimally invasive surgery [4][7]. Industry Growth Potential - The Chinese endoscope market is projected to grow from approximately 24.8 billion yuan in 2021 to 60 billion yuan by 2030, with a compound annual growth rate of 8.1% from 2025 to 2030 [6][7]. - The endoscope sector is recognized as a rapidly growing segment within the global medical device market, with applications across various medical fields [6].

Core Viewpoint - Samsung Electronics reported a significant decline in Q2 performance, with operating profit dropping 55.8% year-on-year to 4.7 trillion KRW, primarily due to a 94% plunge in chip business profits [2] Group 1: Financial Performance - Samsung's device solutions (DS) department saw operating profit fall from 6.5 trillion KRW in the same quarter last year to only 0.4 trillion KRW, an 85% decrease attributed to inventory value adjustments and one-time costs [2] - The chip business revenue decreased from 28.56 trillion KRW to 27.9 trillion KRW year-on-year [2] - The financial director, Soon-cheol Park, indicated expectations for a rebound in performance in the second half of the year, driven by recovery in the IT sector due to AI and robotics [2] Group 2: Competitive Landscape - Samsung faces intense competition from SK Hynix in the storage chip market, with SK Hynix reportedly matching Samsung's storage chip revenue in Q2 [2] - In the high-bandwidth memory (HBM) sector, crucial for AI computing, Samsung is lagging behind SK Hynix, which is expected to maintain its leading position until the end of the year [3]

Financial Data and Key Metrics Changes - Q1 revenue grew 20% year over year to $864 million and adjusted EBITDA increased 23% to $215 million, resulting in an adjusted EBITDA margin of 25%, up approximately 100 basis points from the previous year [6][19][20] - The adjusted gross margin was 33%, benefiting from a 150 basis point increase related to historical shipments [20] - The company generated $70 million in adjusted free cash flow during the quarter, with total cash at $743 million and no debt [20][21] Business Line Data and Key Metrics Changes - Strong demand for core MX Horizon tracker systems and TrueCapture technology, with new products like Hail Pro and expanded XTR tracker series seeing sales up 4322% quarter over quarter [14][15] - Cumulative sales of NX Earth Trust exceeded one gigawatt, indicating momentum in foundation products and services [15] Market Data and Key Metrics Changes - NextTracker is the number one tracker provider worldwide for the tenth consecutive year, increasing market share to 26% in 2024 [13] - The Federal Energy Regulatory Commission reported solar accounted for over 80% of new U.S. generation capacity in 2024, with solar expected to become the largest source of global electricity supply within the next decade [9] Company Strategy and Development Direction - The company is evolving from being a global leader in solar trackers to a broader technology platform for utility-scale solar, with recent strategic acquisitions in robotics and AI [10][11] - The focus is on integrating breakthrough engineering with digital innovation to enhance customer value across the project lifecycle [10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's strong performance despite the evolving U.S. policy environment, highlighting a solid backlog and healthy global demand [7][8] - The outlook for fiscal year 2026 anticipates revenue between $3.2 billion and $3.45 billion, with adjusted EBITDA expected to be between $750 million and $810 million [22] Other Important Information - The company has opened and expanded over 25 manufacturing facilities across the U.S. to strengthen its supply chain [8] - The passage of the OBBBA reconciliation bill is expected to reduce uncertainty surrounding solar manufacturing and investment tax credits [8] Q&A Session Summary Question: Developer Conversations Post OBBB - Management reported that developers feel good about their portfolios and the backlog remains solid, with no projects dropping out [25][26] Question: AI and Robotics Business Model - The company is moving towards a robot-as-a-service model, integrating new technologies with existing systems for enhanced customer value [30][78] Question: Backlog Growth Confirmation - Management confirmed that the backlog grew quarter over quarter for the fifteenth consecutive quarter, with a healthy pipeline of projects [37] Question: Impact of IRA Credit on Gross Margin - The IRA credit had a significant impact on gross margin this quarter, with expectations for it to stabilize at 9% to 10% of total revenue moving forward [41][44] Question: Safe Harbor Percentage in Backlog - A high percentage of the backlog is believed to be safe harbored, with developers feeling confident about their project pipelines [51] Question: Future Product Development Beyond ITC Expiration - Management expressed confidence that the solar industry can compete effectively even after the ITC expiration, emphasizing the durability of solar power as a competitive energy source [74] Question: EVOS Capacity Expansion - The company is looking to expand its product offerings through BenTech and is working on new products to better match market demand [83]