Investment Strategies of the Ultra-Wealthy - The wealthiest Americans are diversifying their investments beyond traditional stock markets and real estate, focusing on private deals and sectors with high growth potential like AI [1] Private Credit - Wealthy investors are increasingly opting for private credit investments, which allow direct investment in businesses, enhancing return on investment by eliminating intermediaries [2] - These investments typically yield steady returns between 8% and 12% and are less influenced by stock market fluctuations, making them suitable for diversification [2] Private Real Estate Funds and Syndications - Wealthy investors prefer private real estate funds and syndications to manage their real estate investments without the need for active management [3] - These funds pool capital to acquire large properties, providing investors with income and appreciation benefits, along with tax advantages through depreciation [4] - Real estate investments serve as a hedge against inflation, offering monthly or quarterly cash flow [4] Secondaries in Private Equity - The trend among wealthy investors is shifting towards secondary private equity deals, which allow them to buy out existing stakes in funds at a discount, providing quicker liquidity compared to traditional private equity investments [5][6] - These secondary deals offer exposure to established companies rather than just startups, appealing to investors seeking more immediate returns [6] AI and Deep Tech Venture Capital - Significant investments are being directed towards deep tech sectors, including artificial intelligence, robotics, biotech, and clean energy, which are characterized by high growth potential [7] - Venture capital remains largely inaccessible to average investors due to high entry costs, but it is a favored avenue for the ultra-wealthy [7]

Core Viewpoint - Elon Musk believes that artificial intelligence (AI) and robotics are essential for achieving universal wealth [1][2]. Group 1: AI and Robotics as Solutions - Musk emphasizes that "AI and Robotics" are the only means to make everyone wealthy, indicating a strong belief in technological innovation as a solution to global challenges [2]. - He has previously stated that advancements in AI and robotics could potentially eliminate poverty, as demonstrated by Tesla's Optimus humanoid robot [3]. Group 2: Future of Work - Musk predicts a future where traditional employment may become obsolete, suggesting that within 20 years, work will be optional due to the capabilities of AI and robotics to meet all human needs [3]. - He has expressed that civilization may either face significant challenges or benefit from AI and robotics eliminating scarcity, questioning the future value of money [3].

Group 1 - Elon Musk asserts that the future of money may be rendered obsolete due to advancements in artificial intelligence and robotics, suggesting that either civilization will cease to exist or scarcity will be eliminated [2][3] - Musk's comments were in response to a discussion about the "Trump Accounts" initiative, which aims to provide capital to children when they turn 18, raising questions about the future value of money [2] Group 2 - Concerns have been raised regarding the "Trump Accounts" initiative, particularly about potential tax implications for parents contributing to these accounts, which may not be exempt from federal gift tax laws [4] - Michael Dell and his wife have committed over $6.25 billion in grants to support the Trump-branded investment accounts for children [5] Group 3 - The Delaware Supreme Court has ruled in favor of restoring Elon Musk's $56 billion pay package from 2018, reversing a previous judgment that blocked it [6] - This pay package enhances Musk's position as CEO of Tesla, allowing him to gain over 18.1% of Tesla's expanded share base if he exercises all stock options under the compensation plan [7]

2025年机器人加速奔向"未来"，这一年诸多"名场面"让人记忆犹新。能跳舞、能打拳、能跑马拉松、能在一线冲锋陷阵，机器人解锁了越来越多 的"新技能"。猛戳视频让我们一起回顾那些让人难忘的瞬间。 ...

春光科技（603657）(603657.SH)发布公告，公司与苏州乐享智能科技有限公司(简称"乐享科技")签署了 《战略合作协议》，并于近期签订了《OEM/ODM产品采购合同》，获得了乐享科技 OEM/ODM"W1"和"M1"机器人产品采购订单，订单金额4326.28万元。 公司本次获得客户的机器人产品采购订单，标志着公司的制造工艺与技术获得了客户的认可，为公司后 续拓展机器人产品业务奠定了基础。公司业务主要为机器人产品OEM/ODM代工，预计本次客户订单的 履行对2026年净利润影响金额约600万元。 ...

南方财经记者 王达毓 广州报道 南方财经记者获悉，此次组建人工智能与机器人产业子基金集群的广东省产业发展投资基金，由广东粤 财基金管理有限公司管理，规模为100.1亿元。 据悉，该基金首阶段布局创业投资与产业投资，包括10亿元规模的广东省人工智能与机器人产业投资基 金和20亿元规模的广东粤财工融人工智能与机器人产业投资基金。 据不完全统计，此前广东已设立多只人工智能与机器人相关基金，重点支持广东省人工智能及机器人产 业链关键核心领域。 对于创投基金，广东省人工智能与机器人产业投资基金于今年11月在广州南沙注册成立，大股东广东省 产业发展投资基金持股49%，广东粤财创业投资有限公司担任基金管理人，南沙科金控股集团提供产业 孵化服务。 今年3月16日，中国工商银行广东省分行、工银金融资产投资有限公司和广东恒健投资控股有限公司完 成人工智能与机器人产业投资基金签约，总规模为100亿元。5月份，在广东省委统战部和广东省工商联 的指导下，广东省智能产业基金宣布正式发起设立。该基金目标规模100亿元，首期募资20亿元，由广 东民营投资股份有限公司、国科私募基金管理有限公司、商汤集团有限公司、佳都科技集团股份有限公 司、澳 ...

相关产品： 机器人ETF易方达（159530）通过跟踪国证机器人产业指数，为投资者提供一键布局机器人全产业链的 高效工具。 机器人ETF易方达（159530）场外也有基金份额：（联接A：020972、联接C：020973）。 消息面上，全国首个开放式机器人租赁平台"擎天租"在上海发布。据悉，平台目前已覆盖全国50个核心 城市、超600家服务商，提供多个品牌、多种型号的机器人租赁服务，租金价格从200元到超万元不等。 预计2026年，平台租赁服务将覆盖全国超200个城市，用户可通过小程序、商城等渠道直接下单。全国 首个开放式机器人租赁平台标志着机器人租赁服务从零散化走向生态化，将高门槛的机器人使用场景转 化为类似共享充电宝的便捷租赁模式。 摩根士丹利报告认为，2026年人形机器人市场热度将持续，但需警惕炒作与规模化实用价值间的巨大差 距。行业面临技术开发难度和初创企业洗牌的回调风险，且中美差距正加速扩大——中国依托制造业优 势巩固领先，而美国政策支持短期难以扭转趋势。 国证机器人产业指数特点鲜明：1.指数人形机器人含量居首：指数中人形机器人相关公司权重显著高于 同类指数；2.指数聚焦高成长龙头：前十大权重股占比 ...

Key Takeaways Tesla hit a record high yesterday, driven by robotaxi plans, AI integration and robotics.TSLA's Energy Generation and Storage unit is growing fast, with Megapack and Powerwall driving high margins.Rivian is betting on the lower-priced R2 for 2026, deeper in-house software and a Volkswagen partnership.Tesla (TSLA) has been one of the market’s most debated stocks over the past decade, delivering massive gains as the global shift toward electric vehicles (EVs) accelerated.In 2025, the stock has b ...

Core Viewpoint - Tesla is shifting its focus from electric vehicles (EVs) to AI technologies, creating an opportunity for Rivian Automotive to emerge as a leading EV stock [1] Group 1: Rivian's Market Position - Rivian is gaining brand recognition and is consistently ranked among the top EVs available [2] - The company is preparing to launch its R2 vehicle lineup in early 2026, targeting a starting price around $45,000 [5] Group 2: Financial Performance - Rivian reported a revenue growth of 78% in its latest quarterly release, despite being down nearly 79% from its market debut in 2021 [5] - Rivian's stock has increased nearly 69% year to date, indicating positive market sentiment [7] Group 3: Competitive Analysis - Rivian's stock is currently trading at a more reasonable price compared to Tesla, which has a price-to-earnings ratio over 300 and is near its 52-week high of $495 [4] - Analysts are becoming more confident in Rivian's direction, suggesting it may be a better investment choice than Tesla at this time [6]

Was reviewing my equity exposure to end the year.My equity portfolio is as follows- 53% $HOOD | Robinhood- 14% $OPEN | OpenDoor- 11% $IRBT | iRobot- 7% $APP | AppLovin- 5% $TTWO | TakeTwo Interactive&& the remaining 10% cash.Need to add more cashOther than that, quite happy with my positionsHave exposure to- GenZ finance- Mobile Ad revenue- Robotics- The future of real estate- GTA 6 parent companyThis is the ultimate, younger generations will spend more time online, bucket. ...