Core Insights - Hesai Technology has formed a strategic partnership with Keeta Drone, a sub-brand of Meituan, to enhance the commercialization of the low-altitude economy through the supply of its second-generation solid-state lidar FTX for Keeta Drone's next-generation drones [1][2] Company Developments - Keeta Drone has established itself as a pioneer in low-altitude logistics, operating an integrated air-ground delivery network with 65 delivery drone routes across cities such as Beijing, Shenzhen, Shanghai, Guangzhou, Hong Kong, and Dubai, completing over 740,000 deliveries [3] - The company has launched its fourth-generation long-range drone, the M-Drone 4L, which is the first commercial delivery drone to standardize lidar as a component, enhancing its operational capabilities through multi-modal sensor fusion [4] Technology Advancements - The FTX lidar from Hesai provides advanced 3D perception capabilities, ensuring safe and reliable drone operations in complex urban environments, with features such as an ultra-wide field of view for precise obstacle detection [4][6] - The FTX lidar has achieved a twofold increase in resolution, a 66% reduction in weight, and an optimized form factor compared to its predecessor, which will facilitate easier integration and lower manufacturing costs for delivery drones [6] Future Outlook - Hesai and Keeta Drone plan to collaborate closely to develop a robust, all-weather, high-density urban low-altitude logistics network that supports a variety of real-world delivery scenarios [7]

大家好我是大鱼 一场法院判决 就能让一个人 的身价暴增 千亿美元 创造历史新高 Musk 刚刚 做到了这点 他的净资产 直冲7490亿美元 成为全球 首富中的 绝对王者 这不仅来自 Tesla 的 薪酬恢复 更源于SpaceX 的估值爆发 以及他对AI 和太空的 疯狂投入 这些创新 究竟如何转化 为惊人财富？ 它又预示着 Musk 可能将 率先迈入 万亿俱乐部 大家不要错过 今天的精彩内容 OK let's go 第一部分 Musk成 7000亿神人！ 想像一下 你的手机里多出 7000亿美元 够买下几个 国家了吧？ Musk刚刚做到了 他成为史上 第一个身价破 7000亿的家伙 全因一场 法院大胜 来听听这是 怎么回事 保证让你 又羡慕又佩服 先说这场法院戏 去年德拉瓦 下级法院把 Musk 2018年的 薪酬计划 给废掉了 价值是560亿美元 的股票期权 结果呢 上周五 德拉瓦最高法院 推翻了这判决 说废除期权是 不当且不公平 的处理方式 直接恢复了 这些期权 现在的市值已经 暴涨到 1390亿美元 Forbes马上 更新Musk身价 达到7490亿美元 甩开Google 创办人Larry Page 快5 ...

RT Wes (@wmorrill3)This is my robot. There are many like it, but this one is mine. https://t.co/hCdEd81GY8 ...

Market Overview - The market experienced fluctuations throughout the day, with the three major indices opening lower and declining further, with the Shanghai Composite Index and Shenzhen Component Index both dropping over 1% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.93 trillion yuan, an increase of 15.3 billion yuan compared to the previous trading day [1] - By the end of the trading session, the Shanghai Composite Index fell by 0.81%, the Shenzhen Component Index by 0.92%, and the ChiNext Index by 1.16% [1] Sector Performance - AI application and software development sectors showed notable gains, while battery, coal, and steel sectors experienced significant declines [1] - The AI application concept rose against the trend, with stocks like Rongji Software, Inspur Software, Xuanyan International, and Huasheng Tiancheng achieving consecutive gains [1] - The semiconductor sector was active, with Shenghui Integration and Longxun Co. hitting the daily limit [1] - The robotics sector saw some strength, with Shoukai Co. achieving three gains in five days [1] - Conversely, the recent popular themes faced adjustments, with the Fujian sector suffering heavy losses, leading to multiple stocks like Fujian Jinsen and Fujian Cement hitting the daily limit down [1] - The lithium battery sector showed weakness, with Shida Shenghua hitting the daily limit down [1]

DOBOT Rover X1 for $1k: https://t.co/Fwdsyw8jcss4mmy (@S4mmyEth):Would you buy this robot for $1,050?https://t.co/kURhYtOom5 ...

When Tesla shareholders approved Elon Musk’s 10-year, $1 trillion pay package, they voted to effectively remake the electric-car company into a robot powerhouse, @timhiggins writes https://t.co/kvR9ttMytp ...

Robotics Industry Concerns - Unitree robot dogs存在蓝牙漏洞，攻击者可以控制单个机器人并像蜂群一样传播到整个机器人群[1] - 缺乏可验证AI的机器人技术不是创新，而是一种责任[1] Technology & Security - 该漏洞表明了可验证AI在机器人技术中的重要性，证明了控制和崩溃之间的区别[1]

Product & Technology - Cybertruck is referred to as a robot [1]

Market Trends - Historical data indicates that the first trading day after the National Day holiday shows a 70% probability of the Shanghai Composite Index and Shenzhen Component Index rising [1] - Over the past decade, the Shanghai Composite Index has recorded a 60% probability of rising in the first five trading days after the holiday [1] Historical Performance - In the last ten years, the Shanghai Composite Index has experienced five years of gains and five years of losses in October, while the Shenzhen Component Index has seen seven years of gains and three years of losses [2] - The average performance of the Shanghai Composite Index in October has varied, with a peak increase of 10.80% in 2015 and a decline of -7.75% in 2018 [3] Sector Performance - Post-holiday, sectors such as Computer, Communication, and Electronics have shown a high probability of rising, with the Computer sector having a 90% probability of gains in the first week after the holiday [4] - The Banking and Non-Banking Financial sectors also maintain a high probability of rising in the weeks following the holiday [4] Investment Strategies - Analysts suggest that investors should consider sectors with upward trends such as Electronics, Communication, and Machinery, as well as sectors with improving fundamentals like New Energy and Innovative Pharmaceuticals [5][6] - The current market sentiment is positive, with active trading and a rebound in investor participation, indicating a potential continuation of the upward trend in A-shares [6]

Core Viewpoint - The market performance after the National Day holiday is generally positive, with historical data indicating a high probability of gains in major indices [1]. Market Performance - Over the past ten years, the Shanghai Composite Index and Shenzhen Component Index have shown a 70% probability of rising on the first trading day after the National Day holiday, with 60% and 70% probabilities of gains over the subsequent five trading days, respectively [1]. - The Shanghai Composite Index recorded five years of gains and five years of losses in October, while the Shenzhen Component Index had seven years of gains and three years of losses [2]. Historical Index Changes - The performance of the Shanghai Composite Index on the first trading day after the holiday varied, with notable years including: - 2015: +2.97% - 2018: -3.72% - 2024: +4.59% [2] - The Shenzhen Component Index also showed fluctuations, with: - 2015: +4.07% - 2018: -4.05% - 2024: +9.17% [2]. Sector Performance - The probability of gains in various sectors after the National Day holiday is generally above 50%, particularly in the following sectors: - Computer, Communication, and Electronics [4]. - Banking, Non-bank Financials, and Automotive sectors also show high probabilities of gains in the weeks following the holiday [4]. Investment Outlook - Multiple brokerages have a positive outlook for the A-share market post-holiday, suggesting investors hold stocks during the holiday to better navigate market changes [5]. - Specific sectors recommended for investment include: - Electronics (consumer electronics, semiconductors) - Communication (computing power) - Machinery (robots) - Non-ferrous metals (rare and precious metals) - Media (gaming) - Computing (AI applications) [5][6]. - Conservative investors are advised to maintain positions and respond flexibly to market changes after the holiday [6].