The only way to increase the US GDPAI and Robotics.Thankful Elon Musk companies will help the US https://t.co/oViuLEeHic ...

Watch out for Spot!Boston Dynamics’ agile mobile robot has been on patrol at Cargill’s oilseed facility since mid-2024, helping out with routine inspections and visual safety checks.It’s all part of Cargill’s push toward more autonomous operations, where robots handle the rounds, and humans focus on bigger-picture tasks like predictive maintenance and long-term planning. ...

关注 「电动车公社」 和我们一起重新思考汽车 就在一周之前， 特斯拉的无人驾驶出租车 （robotaxi）在美国正式开启试运营。 十几 辆特斯拉 Model Y将面向公众提供打车服务， 每单收费 4.2 美元。 到了 6 月 28 日， 特斯拉又开始炫技：一辆Model Y在无人驾驶的状态下， 从特斯拉得州超级工厂直奔用户家中，总用时30分钟， 实现了全球首次无人驾驶 交付！ 这也就意味着， 特斯拉离实现自动驾驶的目标又近了一步。 结合萝卜快跑去年在武汉开启试运营的消息，以及其他几家头部自动驾驶公司的最新进展， robotaxi 似乎很快就要来到大家面前了。 众所周知，风口上的生意抢的就是速度，来得早的头部企业会吃掉大部分甚至绝大部分市场份额，来得晚的可能连口汤都喝不到。 而就在 robotaxi 第一梯队眼看要吃到肉的时候，居然还有新玩家刚刚准备进场，且看样子颇为自信。 这个新玩家，名字也很有意思： 造父科 技 ！ 01. 师出三家，融资超30亿 造父科技，全名 上海造父智能科技有限公司 ， 6 月 23 日刚刚成立。算起来，跟特斯拉 robotaxi正式 开启试运营是在同一天。 | | | 產公司 查老板 ...

New York, July 03, 2025 (GLOBE NEWSWIRE) -- Section 1 – Introduction Framing the Rise of Autonomous Robotics and the Trillion-Dollar Disruption in AI The convergence of artificial intelligence, robotics, and autonomous mobility is reshaping the foundation of global technology investment. As AI-driven platforms like ChatGPT spark public fascination, a more profound transformation is accelerating behind the scenes — one with the potential to rewire logistics, infrastructure, and manufacturing as we know them ...

What if I asked you to take 3/4 of the stomach, which is the size of a football, through a hole smaller than a dime. You would think I'm crazy. Have I lost my mind.What What am I talking about. Am I a magician. Am I pulling like a rabbit out of a hat or something like that.And that's actually what I thought 25 years ago when I started surgical residency. At that time you did a lot of surgeries with open abdominal incisions. You did laparottoies for traumas. You did laparottoies for emergency surgery to save ...

Core Insights - Tesla's second-quarter 2025 production and delivery numbers showed a decline in both metrics, with production at 410,244 vehicles and deliveries at 384,122 units, a 13.4% decrease year over year, falling short of Wall Street's expectations [1][10] - The company is facing a demand problem, as evidenced by the decline in deliveries despite increased production and inventory levels [2][3] - Tesla's energy storage business is performing well, with deployments rising to 9.6 GWh, and the company expects at least 50% growth in this segment for 2025 [4][10] Production and Deliveries - Tesla produced 410,244 vehicles in Q2 2025, which is lower compared to the previous year [1] - Deliveries totaled 384,122 units, including 373,728 Model 3/Y and 10,394 other models, marking a 13.4% year-over-year decline [1][10] - Deliveries missed Wall Street's consensus estimate of 390,000 units [1] Demand Challenges - The decline in Tesla's deliveries is not reflective of an industry-wide trend, as competitors like General Motors and BYD have seen significant sales increases [3] - Tesla's brand image is suffering due to an aging model lineup and CEO Elon Musk's polarizing public persona [3] Energy Storage and Charging - Tesla's energy storage segment is thriving, with a 113% year-over-year increase in deployments last year, driven by expansion efforts [4] - The company deployed 9.6 GWh of energy storage in Q2 2025, slightly up from 9.4 GWh in the same quarter last year [4][10] - Tesla's Supercharger network, with over 70,000 stations globally, is a critical component of its ecosystem [5] Future Growth Prospects - Tesla is focusing on self-driving technology and has launched robotaxi services in Austin, aiming for this to be a significant revenue stream [6][10] - However, Tesla faces stiff competition in the autonomous vehicle space and must navigate regulatory hurdles and safety concerns [7] Valuation and Market Performance - Year-to-date, Tesla's shares have declined by 22%, underperforming compared to General Motors and BYD [8][10] - Tesla's price/sales ratio stands at a forward multiple of 9.64, significantly higher than its competitors, indicating a stretched valuation [12][15] - The Zacks Consensus Estimate predicts a year-over-year decline in Tesla's sales and earnings for 2025, with EPS estimates trending downward [16][19]

Canaccord Genuity's George Gianarikas and CNBC's Phil LeBeau discuss Tesla's latest deliveries data, the robotaxi story and much more. ...

Billionaire investor Bill Ackman made a name for himself in the 21st century through activist short-selling. But these days, Ackman's fund, Pershing Square Capital Management, tends to own about a dozen stocks at any given time, usually on the long side. Pershing has never owned Tesla (TSLA 4.77%), the electric car and robotaxi company run by CEO Elon Musk. Ackman is not actively shorting the stock or purchasing put options on the name, either. But Pershing launched a new position earlier this year, which i ...

报告来源 以上内容节选自国泰海通证券已发布的证券研究报告。 报告名称： 供需构筑底线，政策强化弹性——稀土行业2025年中期策略报告 报告日期：2025.07.03 报告作者： 于嘉懿 （ 分析师） ，登记编号： S 0880522080001 兰洋 （研究助理） ，登记编号：S 0880123070158 价格复盘： 2020 年以来新能源汽车需求为稀土下游核心拉动力，该终端的增速基本对应着稀土价格的高 低点。 2021 年 3-5 月稀土价格快速下跌，主要由于 21 年第一批配额增速超预期，但进入 H2 ，市场 发现供给增速可以被需求消化，且第二批配额给定后供给被限定，价格重回上涨。 2022-2024 年稀土价 格持续下跌：表面看是国内配额供给大幅增长的原因，本质上在于新能源渗透诉求 & 全球市占率管理。 供给方面，国内整合持续推进，供给刚性时代开启。 国内稀土资源整合持续推进，目前已经形成两大集 团，供给格局明显优化。海外整体稀土资源禀赋不差，但产业链不完备，在产的大型稀土矿山仅 MP 和 Lynas ，其余矿山进展持续推后。从目前国内最重要的稀土矿进口来源地缅甸来看， 2025 年 4-5 月缅 甸 ...

美国当地时间7月2日，特斯拉发布的最新数据显示，今年二季度，特斯拉全球交付量为38.41万辆，较去年同期下降约13.5%。这也是特斯拉连续两个季度出 现交付量同比下滑的情况。 官方数据显示，今年一季度，特斯拉全球汽车交付量约为33.67万辆，环比下降32%，同比下滑13%，创下自2022年第四季度以来的最低交付纪录。 在此基础上，今年1~6月，特斯拉全球交付量约为72.07万辆，低于2024年同期的83.08万辆。 图片来源：特斯拉官网 在销量承压的背景下，特斯拉在全球不同市场的表现，也各有不同。6月25日，欧洲汽车制造商协会发布数据显示，今年5月，欧洲汽车销量同比增长1.9% 至111.3万辆，但同期特斯拉在欧洲地区的新车注册量为1.38万辆，同比下滑28%。 不过，在交付数据发布后，当日特斯拉（NASDAQ：TSLA）股价反而上涨近5%，报收315.65美元/股，市值一夜大涨481亿美元（约合人民币3450亿元）， 总市值为10166.95亿美元。 市场分析认为，这一反常表现主要源于两方面因素：一是，特斯拉二季度实际交付量好于华尔街此前的"更糟糕预期"；二是，近期特斯拉Robotaxi试点项目 启动、首次 ...