小米雷軍 親口承認 他們買了 三台Model Y 然後把它們 大卸八塊！ 你以為這是 什麼新鮮事嗎？ 這在行業裡 根本就是個 公開的秘密 蔚來小鵬理想 誰家的實驗室裡 沒有幾台 被拆爛的 特斯拉？ 這就像班上 那個學霸 所有人都偷偷 抄他的筆記 只是雷軍膽子大 直接喊出 來了而已！ 但你以為 他們想要的 只是一台車嗎？ 拆車恐怕 只是前菜 真正的大戲 是特斯拉的 人形機器人 Optimus！ 汽車的護城河 砸錢花時間 總能追上 但人形機器人呢？ 那是一個 全新的宇宙！ 當 Optimus 已經在工廠裡 學著幹活時 其他人還在 實驗室裡 玩模型 所以你等著看 當第一批 Optimus 交付時 一場科技史上 最瘋狂的 致敬大戲 就要開始上演了. ...

科技圈史上 最大烏龍！ 特斯拉拿下 10000台 Optimus 機器人 超級訂單的消息 昨天瞬間 引爆了全球！ 媒體都在狂歡 粉絲們香檳 也都準備好了！ 這可是 人形機器人 商業化的 第一槍啊！ 然而就在 狂歡的最高潮 馬斯克本人 只用一個字 就親手把這個 泡沫給 徹底戳破！ 他說這是 假的Fake！ 真是一秒天堂 一秒地獄 那這家 PharmAGRI 到底是何方神聖 敢碰瓷 科技之王？ 深挖一下 結果驚人！ 這家公司 竟然是一家 瀕臨破產 股價只剩幾美分 的空殼公司 透過反向 收購冒出來的！ 所以這不是 商業合作 這是一場 徹頭徹尾 為了拉抬股價 的廉價炒作！ 但這場鬧劇 反而從側面 證明了Optimus 的潛力有多巨大 大到騙子們 都需要用 這種謊言 來蹭它的熱度！. ...

Industry Trend & Vision - The industry envisions a future where AI software agents will manage customer service, sales, and marketing, creating an unlimited digital workforce [1] - The combination of AI brains in the cloud and physical robots like Optimus is seen as creating a new, fully automated economic species [1] - The potential of this new economic model is estimated to increase Tesla's value to $25 trillion [1] Key Players & Technologies - Elon Musk is developing Optimus robots to provide the physical bodies for AI [1] - Salesforce CEO Marc Benioff is building an "invisible army" of AI software agents in the cloud [1]

Industry Focus - The report analyzes the competition between Boston Dynamics' Atlas and Tesla's Optimus in the humanoid robot field [1] - It highlights the different design philosophies: Boston Dynamics focuses on high performance regardless of cost, while Tesla prioritizes mass production and affordability [1] Product Comparison - Boston Dynamics' Atlas is portrayed as a highly capable but expensive "special forces" robot, suited for laboratory settings [1] - Tesla's Optimus is designed as a general-purpose robot for tasks like factory work and domestic assistance, emphasizing cost-effectiveness and scalability [1] Market Potential - The report suggests that Tesla's approach of mass production and affordability is more likely to drive widespread adoption and transform the world [1] - It questions the practicality of using a high-end robot like Atlas for everyday tasks, implying a limited market [1]

Market Overview - The Hang Seng Index is facing resistance at 24,700 points, with a forecasted P/E ratio of 11 times for the next 12 months [2] - The recent US-China trade talks have led to a reduction in tariffs, with US tariffs on Chinese imports dropping from 145% to 30%, and Chinese tariffs on US imports decreasing from 125% to 10% for a 90-day period [2] - The inflow of capital from mainland China has slowed, and there is limited improvement in corporate earnings [2] Sector Focus - The tourism sector is expected to see increased activity as cross-border travel volumes rise, indicating a potential peak in summer tourism [8] - Brokerage stocks are also highlighted, with the Shanghai Composite Index surpassing 3,500 points, continuing the trend of A+H share listings [8] Corporate News - WeLab (9887) is starting its IPO today, aiming to raise up to 1.1 billion HKD [5] - The Hong Kong Stock Exchange (0388) is discussing shortening the settlement cycle for the cash market [5] - Dechang Electric (0179) reported a 2% decline in revenue last quarter and plans to expand into humanoid robotics [5] - Xtep International (1368) experienced low single-digit growth in mainland sales for the second quarter [5] - The Fourth Paradigm (6682) is raising over 1.3 billion HKD through an 8.9% discounted placement [5] Macroeconomic Focus - The People's Bank of China conducted a 520.1 billion RMB reverse repo operation, maintaining a rate of 1.4% [10] - The State Council is implementing policies to strengthen domestic circulation and regulate competition in the new energy vehicle industry [10] - The National Energy Administration reported that the national power load reached a historical high of 1.506 billion kilowatts, an increase of 55 million kilowatts from last year [10] - The Chinese Ministry of Finance issued 6 billion RMB in bonds in Macau, with a total subscription amount of 36.52 billion RMB, indicating strong investor interest [10] International Market Outlook - The US Federal Reserve maintained interest rates, with expectations of two rate cuts totaling 0.5% this year [6] - The Beige Book indicated a neutral to slightly pessimistic outlook for the US economy, with most regions experiencing stable or slightly declining economic activity [11] - The US consumer price index rose faster than expected, reflecting inflationary pressures from tariffs [11]