Waymo raises $16B to scale robotaxi fleet internationally https://t.co/V4u9QF5vwo ...

Waymo is becoming a real source of investor excitement on new valuation reports — reaffirming Jim Cramer's view that the Alphabet stock remains a buy for that and so much more. Once an Alphabet moonshot, launched as the Google Self-Driving Car project in 2009, Waymo nowadays is shooting to the moon. The robotaxi business is currently looking to close a $16 billion financing round at a nearly $110 billion valuation, according to Saturday reports from Bloomberg and the Financial Times . The financing — which ...

大家好我是大鱼 德拉瓦最高法院 直接出手 把那些股东律师 原本要从特斯拉 身上捞走的 1.76%亿美元法律费 狠砍超过1亿美元 只剩7090万！ 这不只是省钱 而是给那些 动辄开天价的 「维权律师」 当头一棒 法院明确的说 合理就好 别想暴利 连续两起大案 法院都在 收紧尺度 马斯克在 X上直言 这是在拯救 德拉瓦州 这背后到底 是什么门道呢？ 为什么这对特斯拉 对投资者都是 重大利好呢？ 大家不要错过 今天的精彩内容 OK let's go 第一部分 特斯拉上诉大胜 那些股东律师们 动不动就想从 特斯拉身上 捞一票？ 结果呢 德拉瓦最高法院 直接给他们 来个大砍价 从1.76%亿美元的 法律费直 降到 7090万 帮特斯拉省了 超过1亿刀！ 这还不只是省钱 这是对那些 爱闹事律师的 当头棒喝 我们就来聊聊 这背后的门道 这起诉讼是从 2019年开始的 当时底特律消防员 和警察养老基金 的股东们觉得 特斯拉董事会的 薪酬太离谱 四年下来 董事们拿了太多 包括董事长 Robyn Denholm 和詹姆斯·默多克 James Murdoch 这些人 结果 他们就告上法庭 说董事们自肥 违反了股东利益 最后 双方和 ...

TESLA ROBOVAN: THE FUTURE OF AUTONOMOUS GROUP TRANSPORT IS HERERobovan is Tesla’s bold vision for the next era of mobility: a fully autonomous, zero-emission van designed to carry up to 20 passengers (or massive cargo) at a fraction of the cost of traditional rideshares, buses, or shuttles. No driver, no steering wheel, no pedals—just summon, board, and go.Key highlights:•Ultra-low cost per mile — Projected ~$0.20–$0.30, making group transport cheaper than owning a car or taking Uber for many trips.•High-ca ...

Core Viewpoint - Tesla is recognized as a leader in physical AI, with Mizuho raising its price target to $540 from $530 while maintaining an "Outperform" rating despite anticipated near-term headwinds in EV demand [1][5]. Financial Performance - Tesla reported fourth-quarter revenues of $25 billion and earnings per share (EPS) of $0.50, aligning closely with consensus estimates of $25.1 billion in revenue and $0.45 EPS [2]. - The automotive gross margin, excluding credits, improved to 17.9%, reflecting a 250 basis point increase quarter-over-quarter, attributed to a better product mix and pricing strategies [3]. Strategic Focus - The company is gradually pivoting towards AI, software, and Robotaxi services as it anticipates a slowdown in EV demand, projecting only a 5% year-over-year increase in EV sales for 2026 [2][4]. - Tesla plans to invest $20 billion in capital expenditures for fiscal 2026, significantly up from approximately $9 billion in fiscal 2025, with plans to double GPU capacity and expand factory operations [4][5]. Product Development - Tesla has reiterated its timeline for launching its cybercab in the first half of 2026 and noted growth in Full Self-Driving (FSD) v14 revenues quarter-over-quarter [3][4].

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Insights - The competition for AI traffic entry among internet giants is intensifying, with multiple business lines integrating and collaborating. AI empowerment is expected to drive performance and valuation. The demand for AI cloud services is anticipated to continue growing, supported by the rapid growth of domestic AI chips. Recommended stocks include Alibaba-W, Baidu Group-SW, and Pinduoduo, with Tencent Holdings as a beneficiary [5][41] - The Moltbot, an AI agent, is gaining attention as a significant breakthrough in the AI agent sector. It is designed to execute practical tasks and is expected to create new opportunities in the AI infrastructure layer. Cloudflare is highlighted as a key observation target due to its leading position in the market [6][20][23] Summary by Sections Internet Sector - The competition for AI traffic entry is increasing, with AI empowerment potentially becoming a key driver for performance and valuation. The demand for AI cloud services is expected to validate continuously, and the growth of domestic AI chips is rapid. Recommended stocks include Alibaba-W, Baidu Group-SW, and Pinduoduo, with Tencent Holdings as a beneficiary. The second-hand housing market in core cities is showing a downward trend in listings, with Beike-W recommended [5][13][41] AI Sector - Moltbot is emerging as a significant breakthrough in the AI agent space, characterized by its ability to execute practical tasks. It has gained popularity in the open-source community and is expected to create positive industry opportunities in 2026. Cloudflare is positioned as a leading beneficiary in this sector due to its robust infrastructure and market presence [6][20][22][23] Weekly Data Update - The Hang Seng Index increased by 2.4%, outperforming major global markets. The real estate sector showed significant gains, with a 6.11% increase in the Hang Seng real estate index [31][32]

Core Viewpoint - Tesla Inc has introduced a new initiative allowing owners of Model 3 and Model Y vehicles to loan their cars to the company's robotaxi network, potentially transforming these vehicles into revenue-generating assets [1] Group 1 - The announcement was made during Tesla's Q4 2025 earnings call, highlighting the company's innovative approach to vehicle utilization [1] - CEO Elon Musk emphasized the potential for Tesla owners to benefit financially from their vehicles by participating in the robotaxi network [1]

值得注意的是，广汽集团上市资产除了汽车板块，还同时包括能源生态、固态电池、飞行汽车、具身智 能、Robotaxi、产业生态布局等多个市场高度关注的未来价值板块。 在2025年11月的广州车展上，广汽集团宣布固态电池最新进展和量产计划，包括中试线已投产，业内率 先具备60Ah以上规模量产条件，计划于2026年进行小批量装车实验，2027年至2030年逐步批量生产。 （编辑 张伟） 公开信息显示，2025年以来，广汽集团多项销售指标持续向好。该公司2025年销量为172.15万辆，销量 已连续3个季度实现环比正增长，且增速不断扩大，至第四季度销量已达53.78万辆，环比增长25.56%。 终端销量为181万辆，去库存效果明显。 在备受关注的海外市场，广汽集团2025年自主品牌海外销量近13万辆，同比增长47%。截至2025年底， 广汽业务已覆盖86个国家和地区，网点超过630个，在尼日利亚、泰国、马来西亚、印尼、奥地利建成5 家KD工厂。 广汽集团相关人士对外表示，2026年公司将把握"新产品、新市场、新网络、新模式、新营销"五大机 会，在海外市场推进"确保25万辆，冲刺30万辆"的销售目标。 本报讯 （记者李雯 ...

Core Viewpoint - Huang Renxun believes that China will win the AI competition, predicting the outcome without revealing the process [1] Group 1: Industry Trends - In the past 18 months, internet companies have rushed to rebrand themselves with new AI labels, leading to a sense of fatigue as all major players showcase similar capabilities [2][3] - The danger lies in the consensus that all companies are on the same AI path, while the real competition will be about finding unique applications that align with each company's strengths [2][3] - Product homogenization is evident, with users struggling to perceive significant value differences among various AI models [4] Group 2: Company Strategies - Major companies are beginning to anchor their AI efforts in areas that are irreplaceable within their business models, with ByteDance seen as a leader in understanding new market dynamics [5] - ByteDance's Doubao has achieved over 100 million daily active users, establishing a strong presence in AI-driven applications focused on content generation and social interaction [5] - Tencent's Yuanbao is integrated into WeChat, aiming to enhance social interactions and cover key scenarios like office and consumer needs [6][8] Group 3: Strategic Differentiation - Companies are focusing on solving real-world problems to create value, with leaders like Ma Huateng and Jack Ma emphasizing the importance of practical AI applications [9][10] - Tencent is prioritizing consumer-facing applications, while Alibaba and ByteDance are investing heavily in foundational technologies and self-developed models [11][13] - Alibaba's strategy involves significant capital expenditure on data centers and AI infrastructure, while ByteDance focuses on maximizing usage in real applications [13][14] Group 4: Baidu's Unique Position - Baidu faces challenges as AI impacts its core search business, with the shift from keyword searches to direct AI interactions undermining traditional models [19][20] - Despite this, Baidu's Robotaxi initiative is emerging as a new growth area, showcasing its ability to transition from technology demonstration to real-world application [20][21] - The global Robotaxi market is projected to reach $66.6 billion by 2030, with China expected to hold a significant share [22] Group 5: Future Focus for Baidu - Baidu must concentrate its resources on the Robotaxi project to ensure it can maintain a competitive edge in the AI era [29][30] - The company has previously spread its investments across various sectors, which has led to mixed results, highlighting the need for strategic focus [30][31] - As competitors ramp up their efforts in autonomous driving, Baidu's ability to prioritize and execute on its Robotaxi strategy will be crucial for its success [31][32]

CYBERCAB: TESLA’S ROBOTAXI REVOLUTION IS COMING – THE END OF DRIVING AS WE KNOW ITCybercab is not just another EV—it’s the physical blueprint for the future of transportation: a purpose-built, fully autonomous two-seater robotaxi with no steering wheel, no pedals, inductive charging, and a design optimized for maximum safety, efficiency, and low operating cost.Unveiled in October 2024, production is targeted to begin in 2026.This vehicle is the culmination of billions of miles of FSD data, end-to-end neural ...