i do not want a robot in my home folding my clothes bro ...

2025 年 7 月 6 日 行业研究 2Q25 特斯拉交付环比修复，小米 YU7 订单火爆引发新势力购车权益加码 ——特斯拉与新势力 6 月销量跟踪报告 要点 2Q25 特斯拉全球交付量环比修复：2Q25 特斯拉全球交付量同比 -13.5%/环比 +14.1%至 38.4 万辆（Model 3+Y 同比-11.5%/环比+15.4%至 37.4 万辆）。 6 月理想交付同环比下滑，小鹏/蔚来环比企稳：1）理想交付量同比-24.1%/环 比-11.2%至 36,279 辆；2）小鹏交付量同比+224.4%/环比+3.2%至 34,611 辆； 3）蔚来交付量同比+17.5%/环比+7.3%至 24,925 辆（乐道 L60 交付环比+1.9% 至 6,400 辆、萤火虫交付环比+6.8%至 3,932 辆）。 小米 YU7 订单火爆引发国内新势力权益加码，小鹏 G7 上市差异化策略清晰： 特斯拉：国产 Model 3 后驱版和长续航版交付周期维持 1-3 周、高性能版交付 周期延长至 8-10 周（vs. 6 月为 1-3 周），焕新版 Model Y 交付周期缩短至 1-3 周（vs. 6 月为 2-5 周 ...

Startup That Makes Robots For Cataract Surgery Raises $125 Million In Second-Largest Fundraise For A Surgical Robotics Firm https://t.co/EUn0pCi7YQ https://t.co/EUn0pCi7YQ ...

Core Insights - The article highlights Paul Franke's extensive experience in stock picking and investment strategies, emphasizing his contrarian approach and the development of a system called "Victory Formation" for identifying stocks based on supply/demand imbalances [1] Group 1: Investment Strategy - Paul Franke's investment philosophy includes using a diversified approach by owning at least 50 well-positioned stocks to achieve regular outperformance in the stock market [1] - The "Bottom Fishing Club" articles focus on identifying deep value stocks or those showing significant positive technical momentum reversals [1] - The "Volume Breakout Report" articles analyze positive trend changes supported by strong price and volume trading activity [1] Group 2: Performance and Recognition - Franke has been recognized as a top investment advisor nationally during the 1990s and ranked 1 in the Motley Fool® CAPS stock picking contest in 2008 and 2009 among over 60,000 portfolios [1] - As of June 2025, he was ranked in the Top 4% of bloggers by TipRanks® for 12-month stock picking performance based on suggestions made over the last decade [1]

Update: It appears this was not the result of UMA whales and occurred due to bots proposing that the Dodgers won and that result not being disputedhttps://t.co/Uf2fswnwulDomer (@Domahhhh):@cryptoleon_xyz @Tyler_Did_It Broken bots (or malicious bots maybe!) verified the market for approval, and not a single human looked at it before it paid out. https://t.co/H9ojcPeEYQ ...

编 译 / 路 行 编 辑 / 黄大路 设 计 / 赵昊然 来 源 / I n si d e E V s 、美联社、 路 透 社 、e l e c t r e k等 作 者 / S u v r a t K o t h a r i 、 B e r n a r d C o n d o n、F r e d L a m b e r t 、A n d r e a S h a l a l 等 2025年中期，特斯拉深陷内外交困之中，一边是CEO埃隆·马斯克（Elon Musk）与美国总统特朗普 （Donald Trump）就"大而美"法案（Big Beautiful Bill）引发的激烈争端，另一边则是销量持续下 滑、品牌声誉受损、财政收入受挫，以及Robotaxi业务引发的质疑。 马斯克去年为特朗普的连任投入了近3亿美元资金，随后又短暂担任"政府效率部"（DOGE）的负 责人，推动大规模裁员并削减多个政府机构。这些政策在一些地区已带来严重后果，并引发全国范 围的"特斯拉下架"（Tesla Takedown）抗议潮。 而他与特朗普围绕"大而美"法案的公开争执，则进一步加剧了关于特斯拉的争议。这项法案加剧了 美国财政赤字， ...

Group 1 - The investment strategy focuses on companies with strong qualitative attributes, aiming to buy at attractive prices based on fundamentals and hold them long-term [1] - The portfolio management approach is concentrated, targeting the avoidance of underperforming stocks while maximizing exposure to high-potential winners [1] - Companies may receive a 'Hold' rating if their growth opportunities do not meet the analyst's threshold or if the downside risk is deemed too high [1] Group 2 - The analyst has a beneficial long position in Amazon (AMZN) through various financial instruments [2] - The article reflects the analyst's personal opinions and is not influenced by compensation from any company mentioned [2] - There is no business relationship between the analyst and any company whose stock is discussed in the article [2]

Tesla Inc. (TSLA) reported a decline in global deliveries once again for the second quarter of 2025, marking its second consecutive quarterly drop. This has deepened concerns about sliding demand and rising competition in the global EV race. However, Tesla shares have risen 5% following the weak delivery report, underscoring its solid growth prospects (read: How to Find Attractively Priced Growth Stocks).   This has put ETFs with a substantial allocation to this luxury carmaker in focus. These include Simpl ...

点击注册小程序 公司研究 全球协作机器人龙头厂商，加速实现具身智能商业化——越疆（2432.HK）投资价值分析报告 综合来看，我们看好越疆：1 ) 全球协作机器人龙头地位，商业化能力有望持续验证；2 ) 技术壁 垒全球领先，全栈自研构筑护城河，有望为公司后续发展及降本奠定基础；3 ) 全球化布局成效 显 著 ， 受 益 制 造 业 转 移 红 利 ；4 ) 积 极 切 入 具 身 智 能 & 人 形 机 器 人 行 业 ， 打 开 公 司 长 期 成 长 空 间。 摘自： 全球协作机器人龙头厂商，加速实现具身智能商业化——越疆（2 4 3 2 .HK）投资价值分析 报告 （点击阅读原文） 发布日期： 2 0 2 5 / 0 7 / 0 4 分析师： 付天姿 , 黄铮 查看完整报告 特别申明： 本订阅号中所涉及的证券研究信息由光大证券研究所编写，仅面向光大证券专业投资者客户，用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户，请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限，若给您造成不便，敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光 ...

智通财经APP获悉，高盛发表研报表示，基于第二季度超预期的交付数据，将特斯拉(TSLA.US)12个月 目标价从285美元上调至315美元，该行强调，特斯拉在中短期内汽车业务将面临艰难的基本面条件，但 长期来看，由于全自动驾驶(FSD)/Robotaxi的利润增加以及新产品的推出，收益增长有望改善，维持该 股"中性"评级。 其中，Model 3/Y仍是主力，第二季度交付37.4万辆，环比增长15%，但同比下降12%;高端车型及 Cybertruck需求疲软，S/X/Cybertruck等车型交付量仅1万辆，环比下降19%，同比大幅下滑52%;租赁占 比也出现下降，租赁车辆仅占交付量的2%，低于第一季度的4%。 分地区来看，尽管中国市场的销售情况与高盛预期相近，但美国和欧洲市场的同比下滑较为明显。美国 市场交付量同比下滑约15%，欧洲市场同比下滑约30%，主要受消费者对特斯拉品牌好感度下降影响， 而中国市场同比小幅下滑中个位数百分比，主要受竞争加剧影响，部分消费者可能在等待更低成本的车 型。 关键挑战与未来展望 对于投资者关注的重点，高盛指出以下几个方面： 车辆交付展望：市场对特斯拉车辆交付量的走势存在争议，关 ...