每经记者 杨煜 每经编辑 魏官红 丨 2025年4月9日 星期三 丨 NO.3 工信部：2025年加快构建算力基础设施标准体系 工业和信息化部办公厅印发2025年工业和信息化标准工作要点，其中包括：加强制造业网络化协同标准 建设。加快构建算力基础设施标准体系，强化算力互联互通、算力资源池、算力平台等标准建设。推进 5G+工业互联网、移动物联网、IPv6/IPv6+、网络管理智能体、面向应用的端到端网络质量评测等标准 研制。开展高速传输、全光一体交换、接入升级的光通信网络标准制修订。 点评：政策加码算力标准顶层设计，将推动算力资源高效协同与产业智能化升级。标准体系完善或降低 行业重复建设成本，但企业需应对技术适配与改造压力。投资者可关注通信设备、云计算等赛道，但需 警惕标准落地滞后风险。 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自 担。 长城汽车公告称，公司与杭州宇树科技有限公司签署战略合作协议，双方将在机器人技术、智能制造等 领域开展合作，包括但不限于人形机器人技术、四足机器人技术、机器人本体软硬件开发、智能控制系 统及智能空间等业务领域。 点评：此次合作标志着传统车企加 ...

New Energy Vehicles - Li Auto's cumulative delivery of the Li L6 has surpassed 240,000 units [2] - Hesai Technology and Leap Motor have announced a partnership with a formal order of 200,000 laser radars [2] - Xiaomi's vehicles now support Apple Siri for voice control customization [2] - Changan Automobile has unveiled its April new product plan, which includes nine models such as the Avita 06/07 Exploration Edition and Qiyuan Q07 [2] - BYD expects a first-quarter profit of RMB 8.5 billion to 10 billion, representing a year-on-year increase of 86.04% to 118.88% [2] Integrated Circuits (Chips) - Significant breakthroughs have been made in the research and development of two-dimensional semiconductor chips in China [2] - Micron has informed its U.S. customers that additional fees related to tariffs will be imposed on certain products [2] - Rockchip has addressed rumors claiming that Samsung's wafer fab has suspended all operations in China, confirming that this is false [2] Other Developments - Kugou Music has entered into a deep cooperation with DeepSeek [2] - The White House states that Trump believes the U.S. has the capability to manufacture iPhones [2] - The open-source model DeepCoder is comparable to OpenAI's o3 [2] - Panyu District in Guangzhou has launched the city's first "air taxi" rapid travel network [2] - Industrial Fulian expects a year-on-year net profit increase of 24.4% to 26.8% for the first quarter [2] - Great Wall Motors has signed a strategic cooperation agreement with Yushu Technology to collaborate in robotics technology and other fields [2]

Group 1: Hong Kong Monetary Authority and Banking Sector Support - The Hong Kong Monetary Authority and the banking sector have launched new measures to support financing and upgrading for small and medium-sized enterprises (SMEs) [1] - Since last year, 39,000 enterprises have benefited, with a total credit limit exceeding 95 billion HKD [1] - The targeted support for various industries enhances economic resilience and presents investment opportunities in policy-supported sectors [1] Group 2: Great Wall Motors and Yushu Technology Collaboration - Great Wall Motors has signed a strategic cooperation agreement with Yushu Technology to collaborate in robotics and smart manufacturing [2] - The focus will be on humanoid and quadruped robot technology, as well as intelligent control systems, with initial exploration of "off-road vehicle + robotic dog" applications [2] - This partnership is expected to drive innovation and growth opportunities in the smart transportation and robotics sectors [2] Group 3: Midea Group Share Buyback Plan - Midea Group announced a plan to repurchase A-shares worth between 1.5 billion to 3 billion CNY, aimed at employee stock ownership and incentives [3] - The expected repurchase volume is between 15 million to 30 million shares over a 12-month period [3] - This buyback plan reflects the company's confidence in its value and is likely to positively impact shareholder returns and market sentiment [3] Group 4: Haier Smart Home Executive Share Purchase - Executives at Haier Smart Home plan to voluntarily increase their shareholding by an amount between 20.85 million to 41.7 million CNY over the next six months [4] - The share purchase will be conducted through trading systems of the Shanghai Stock Exchange and Hong Kong Stock Exchange without a price range [4] - This action indicates confidence in the company's future prospects and may boost market sentiment [4] Group 5: Hong Kong Stock Exchange Sanctions on Landsea Holdings - The Hong Kong Stock Exchange has reprimanded Landsea Holdings and its chairman Liu Yuhui for violating listing rules [5] - Liu is required to complete 20 hours of training on regulatory and legal issues within 90 days, covering topics such as director responsibilities and corporate governance [5] - This emphasizes the importance of corporate governance and compliance, which could positively influence the company's future operations and stock stability [5] Group 6: Hong Kong Stock Market Performance - The Hang Seng Index closed at 20,127.68, with a gain of 1.51% on April 8 [6] - The Hang Seng Tech Index rose by 3.79%, closing at 4,568.38 [6] - The National Enterprises Index increased by 2.31%, reaching 7,430.62 [6]

Core Viewpoint - Analyst Dan Ives has significantly lowered Tesla's stock price target from $550 to $315, while maintaining an "outperform" rating, citing a "full-blown brand crisis" triggered by Elon Musk and the impact of global tariff policies under the Trump administration [1][3]. Group 1: Brand Crisis and Political Symbolism - Tesla is facing a brand crisis, with Ives estimating that the company has lost at least 10% of its future global customer base due to self-inflicted brand issues, which could be as high as 20% in Europe [3]. - The company has unfortunately become a political symbol, leading to protests against Tesla dealers globally and damage to Tesla vehicles, exacerbating the brand crisis [3][4]. - Ives emphasizes the need for Musk to step up and demonstrate leadership during this uncertain period to navigate the challenges ahead [3][4]. Group 2: Market Performance and Future Outlook - Tesla's delivery data for the first quarter has been poor, and if Musk does not reduce his focus on government efficiency departments (DOGE) in the coming month, the company may face a difficult year [4]. - Ives is attempting to adjust predictions for 2025 and 2026, but uncertainties related to tariffs, retaliatory measures, and the Chinese market could make these forecasts dynamic [4]. - Despite the current challenges, Ives maintains a long-term bullish outlook on Tesla, acknowledging that this is a critical moment for Musk to turn the situation around, as the brand's political image is increasingly damaged [4].

Group 1 - The core point of the news is that 转转集团 has established an AI division, ZAI, with a planned investment of 2 billion yuan over the next three years to enhance the user experience in the second-hand trading market through AI tools [1] - The AI division will introduce various AI tools, including ZAIBA, ZAIYA, and ZAIMA, aimed at creating a more efficient and intelligent second-hand trading platform [1] - This move indicates a strategic shift towards AI technology in the second-hand trading sector, potentially reshaping the competitive landscape as AI becomes a standard in the industry [1] Group 2 - 宇树科技 has denied rumors regarding plans to introduce investments from 蚂蚁集团 and 中国移动, stating that the reports are untrue [2] - The company clarified that discussions about investment shares were not part of a complete new financing round, indicating a need for further observation regarding its financing progress [2] - The denial of these investment rumors suggests that investors should remain cautious and await more concrete developments from 宇树科技 [2] Group 3 - 阿里 is reportedly set to release a new model, Qwen3, in the second week of April 2025, which is anticipated to be a significant product for the first half of the year [3] - The development of Qwen3 follows the release of DeepSeek-R1, indicating a strategic focus on enhancing model inference capabilities within 阿里云's foundational model team [3] - As AI technology evolves rapidly, 阿里’s advancements in this area may strengthen its competitive position in the industry, although the lack of official confirmation necessitates a cautious market approach [3] Group 4 - 宇树科技 has unveiled the Unitree Dex5 dexterous hand, featuring 20 degrees of freedom and 94 sensitive touch points, which enhances its performance capabilities [4] - The dexterous hand is expected to have broad applications in various fields, including industrial automation and medical assistance, potentially increasing 宇树科技's visibility in the robotics market [4] - The actual market performance of this new product will require time to validate its impact and effectiveness [4]

Group 1 - SoftBank Group is planning to build a large-scale AI factory park in the U.S., potentially committing over $1 trillion in collaboration with the U.S. government, significantly exceeding the previously announced $500 billion "Star Gate" AI infrastructure plan [1][4] - The initiative aims to address labor shortages in the U.S. by creating autonomous robotic factories that utilize AI technology [1][4] - The company is considering partnerships with firms like Foxconn to integrate AI technology into the production processes of various products, including smartphones and automobiles [7] Group 2 - The AI infrastructure plan announced in January involved an investment of $500 billion for developing data centers and power facilities for advanced AI [6] - The next phase of the plan focuses on using advanced AI-equipped robots to solve labor shortages in the manufacturing sector [6] - The "Star Gate" data center project is still in progress, with funding expected to come from four companies covering 10-20% of the capital, while the rest will be financed through debt [7]

Group 1 - Tesla's stock has dropped 43% since reaching an all-time high, yet it remains one of the most highly valued stocks in the current market environment [1][2] - The current market cycle is characterized by investor sentiment and capital availability, with a long bull market that began in March 2009 [1][2] - The stock market's cyclical nature makes it difficult to predict downturns, but experienced investors can sense the current stage of the cycle [2][3] Group 2 - Tesla's current price-to-earnings (P/E) ratio is 115, indicating that it is overvalued and may not sustain long-term growth [5][8] - Total automotive revenues for Tesla have shown a decline of 6% year-over-year, while total revenues have only increased by 1% in the last fiscal year [6][7] - Free cash flow and net profit have decreased by over 50% compared to previous years, highlighting increasing competition in the electric vehicle market [7][8] Group 3 - Tesla's market share in Europe has dropped significantly, with sales falling by 42.6% year-over-year, indicating challenges in maintaining growth [8] - The company faces risks from Elon Musk's diversions to other ventures, which may impact Tesla's focus and performance [7][10] - The automotive industry is characterized by high capital intensity and cyclical demand, making it a challenging environment for long-term investment [7][10] Group 4 - Historical examples, such as Amazon and Microsoft, illustrate that high P/E ratios do not guarantee investor returns, as many investors suffered significant losses during market corrections [9][10] - The future potential of Tesla's innovations, such as autonomous driving and robotics, remains uncertain, with profitability being the key concern [10] - The automotive sector is highly competitive and capital-intensive, suggesting that now may be a prudent time to exit investments in Tesla [10]

重磅消息！韩国开发出基于液体下一代软体机器人， 可模仿生物活细胞特性自由变形【附机器人行业现状 分析】 （图片来源：摄图网） 在科技飞速发展的当下，机器人技术正不断突破边界，为人类生活与生产带来革新。传统机器人多采用刚性 结构，在常规工业制造、简单物流搬运等标准场景中表现出色，高效且精准地完成预设任务，为产业发展立 下汗马功劳。但当面对复杂多变、充满不确定性的环境时，刚性结构的局限性便暴露无遗。在狭窄曲折的管 道、地震后的废墟残骸以及人体内部复杂的生理腔道等特殊场景中，传统机器人往往难以施展拳脚，受限于 自身形状与结构，无法灵活适应环境变化，完成精细复杂任务。 近日，韩国首尔大学工学院宣布成功开发出一种基于液体的下一代软体机器人。这种新型机器人模仿了生物 活细胞的特性，能够自由变形、分离、融合，并捕获异物。其核心技术是采用"颗粒装甲"设计，将液态核心 包裹在超高密度的疏水颗粒中，兼具液体的变形能力和固体的结构稳定性。实验显示，该机器人可以承受极 端压缩和高空跌落冲击，并能像液滴一样迅速恢复原状。此外，这款机器人还具备多种功能，例如穿过金属 障碍、捕获并运输异物，甚至可以与其他液体机器人融合，并在水面及地面上自 ...

Core Viewpoint - Despite a 40% drop in stock price, Tesla's CEO Elon Musk urged employees to hold onto their shares, emphasizing a bright future for the company amidst current challenges [1][4]. Group 1: Company Challenges - Tesla held an unannounced all-hands meeting in Austin, Texas, where Musk acknowledged the company is facing "difficult times" but encouraged employees to remain optimistic about the future [1]. - Recent incidents of vandalism against Tesla charging stations and dealerships have been reported, including arson cases in Las Vegas, Kansas City, and Missouri, coinciding with rising public discontent towards Musk's political affiliations [3][4]. - Tesla's sales have been declining, particularly in key markets like Europe and China, exacerbated by political resistance against Musk [4]. Group 2: Future Plans and Innovations - Musk is betting on advancements in robotics and autonomous driving, aiming to increase production of the Cybercab, which will be fully autonomous without pedals or steering wheels [3]. - The timeline for the humanoid robot Optimus has been set, with external availability expected by the second half of 2026, initially for Tesla employees [3]. - Tesla plans to launch a new, more affordable electric vehicle by mid-2025, although specific details have not been disclosed [4]. Group 3: Market Reactions and Support - Despite the challenges, Tesla has received notable support, including a recent endorsement from former President Trump, who showcased a Tesla vehicle at the White House [5]. - U.S. Commerce Secretary Howard Lutnick encouraged viewers to buy Tesla stock, claiming it will never be this cheap again [5].

据了解vivo的机器人研究方向为家庭机器人，第三方平台猎聘的招聘信息显示，vivo已开始招聘机器人技 术规划专家，最高年薪超120万元。 此前vivo已经布局MR产业，近几年在影像、芯片、AI等领域的技术投入也在不断加码，为进入机器人行业 不断积累技术实力。 本文作者长期关注智能硬件及生态，欢迎添加微信（ xueyin4910 )！ // 近期热门文章 vivo说的用户导向，不是挂墙上的口号 " vivo已开始招聘机器人专家，最高年薪超120万元。 " 作者丨雪银 编辑丨相辉 雷峰网消息，vivo成立机器人 LAB（独立中心） ，该部门隶属于中央研究院，主要负责机器人产品的孵 化与预研工作。任命吴振华兼任机器人LAB负责人，无考察期，向vivo执行副总裁、首席运营官、中央研 究院负责人胡柏山汇报。 vivo与产业链的两情相悦 不造车的vivo，如何守好车联网入口? ...