Group 1 - The overall manufacturing PMI is still affected by external unfavorable conditions, but policies promoting "anti-involution" and the service sector have shown positive effects, leading to improved corporate confidence [1] - As external trade shocks gradually dissipate, the policy tone of expanding domestic demand and its actual effectiveness will be further reflected in the data [1] - The market expects the central bank to introduce further easing measures, which may boost market risk appetite [1] Group 2 - Recent market performance shows strong structural characteristics, with hotspots concentrated in growth sectors [2] - The strong demand for overseas AI computing power continues to be validated, and China's clear energy transition goals position it as a manufacturing powerhouse participating in technological innovation [2] - Recommendations for October include focusing on AI computing and robotics-related industries, innovative pharmaceuticals, consumer electronics, batteries, and non-ferrous metals [2]

当地时间周四（10月9日），美国人形机器人初创企业Figure AI在官网发布了公司第三代人形机器人"Figure 03"。 在6分19秒的介绍影片中， Figure 03可以进行端茶送水、与宠物玩耍、整理房间、洗盘子、将衣物放入洗衣机等家庭工作，也可以担任酒 店前台、送快递、分拣包裹，甚至担当宴会上的服务生。 在这些活动中，Figure 03的动作表现丝滑，较上一代有明显提升。外形上看，Figure 03整体外层由织物覆盖而非金属结构，公司称，软质 包覆层可轻松拆卸、更换、清洗，还可搭配多种服饰。 介绍影片着重反映了Figure 03更为精密的手部结构。新闻稿表示，其手指更柔软、更具顺应性，接触面积更大，能稳定抓取各种形状与大 小的物体。 公司指出，每个指尖能感知仅3克压力（相当于一个回形针的重量），以区分"稳定握持"与"即将滑落"的状态，从而实现精细的操作控制。 公司表示，为了在家中高效运行，机器人必须在日常环境中与人类无缝协作。因此，相比Figure 02，新机体质量减少9%、体积显著缩小， 更易在家庭空间中移动。 Figure 03的电池系统通过了UN38.3国际安全认证，并增加多重防护机制。为了更容 ...

Core Insights - The podcast focuses on exploring the forefront of robotics development through in-depth conversations with outstanding entrepreneurs and investors in China [4]. Group 1: Industry Trends and Insights - The founder of Songyan Power, Jiang Zheyuan, discusses the industrial trend background behind entrepreneurship [5]. - The podcast addresses the current state of the humanoid robot industry, comparing it to the internet sector in its early days [6][7]. - It highlights the competition within the robotics sector, identifying both challenges ("危") and opportunities ("机") [7]. Group 2: Product Development and Future Vision - Songyan Power's product direction and future development vision are outlined, emphasizing the importance of innovation in humanoid robotics [6]. - The discussion includes the necessary policy support for the development of the robotics industry [6][7]. - The podcast also explores the future product models and business routes for the robotics sector [6]. Group 3: Talent and Investment Dynamics - The podcast examines the changes in investor logic over the past two years, reflecting on the evolution of the robotics industry [7]. - It discusses the competition for talent within the robotics field and shares experiences relevant to students entering the industry [7].

The progress of Optimus is absolutely insane.Tesla is leading robotics.@elonmusk https://t.co/08wLResGhx ...

RT Sawyer Merritt (@SawyerMerritt)NEWS: Figure has unveiling its 3rd generation humanoid robot.• Features a completely redesigned sensory suite and hand system. Wireless charging in feet.• Next-generation vision system engineered for high-frequency visuomotor control. Its new camera architecture delivers twice the frame rate, one-quarter the latency, and a 60% wider field of view per camera within a more compact form factor• Soft goods, wireless charging, improved audio system for voice reasoning, and batte ...

Core Viewpoint - Serve Robotics' stock price increased by over 20% following the announcement of a partnership with DoorDash to integrate delivery robots into the DoorDash platform [1] Group 1 - Serve Robotics will collaborate with DoorDash to introduce delivery robots for orders placed through the DoorDash platform [1] - Customers ordering from select stores and restaurants in Los Angeles may receive their orders via Serve Robotics' delivery robots [1] - There are plans to expand DoorDash's delivery service nationwide using Serve Robotics' technology [1]

Market Overview - U.S. stocks are experiencing modest movements near record highs, with the S&P 500 rising 0.1% and marking its eighth gain in the last nine days [1] - Futures for major indices like S&P 500, Nasdaq, and Dow Jones are virtually unchanged before the market opens, following record highs on Wednesday [2] Company Earnings - Delta Air Lines reported a stronger-than-expected profit for the third quarter, forecasting a full-year profit of $6 per share, which is in the upper half of its previous guidance range. Delta shares rose 5.8% in premarket trading [4] - PepsiCo's shares increased by less than 1% after reporting better-than-expected revenue in Q3, despite an 11% decline in net income to $2.6 billion. Adjusted earnings per share were $2.29, beating analysts' forecasts by 3 cents [3] Mergers and Acquisitions - Novo Nordisk announced the acquisition of Akero Therapeutics for $4.7 billion in cash, leading to an 18% increase in Akero's shares before market opening [5] Commodity Prices - Oil prices fell slightly, with U.S. benchmark crude dipping 21 cents to $62.34 per barrel and Brent crude down 18 cents to $66.07 per barrel [8] - Gold prices remain high at $4,054.50 per ounce, despite shedding some gains [8]

Market Overview - The S&P 500 increased by 0.1%, marking eight gains in the past nine sessions, while the Dow Jones Industrial Average rose by 21 points, or less than 0.1%, and the Nasdaq composite remained virtually flat [4][6] - Gold prices climbed by 0.1% following a strong rally this year, and Treasury yields remained steady amid expectations of Federal Reserve interest rate cuts to support economic growth [4][6] Airline Industry - Delta Air Lines surged by 6.4% after reporting stronger-than-expected summer profits and projecting full-year earnings above forecasts, with broad-based sales acceleration noted, particularly in domestic business travel [4][6] - Other airline stocks also benefited, with American Airlines gaining 3.3%, United Airlines rising by 5.3%, and Southwest Airlines adding 3.3% [4][6] Corporate Earnings - PepsiCo's stock rose by 1.3% after reporting better-than-expected quarterly profits, driven by improved momentum in its North American drinks business [5][6] - Tesla's stock fell by 1.1% following a preliminary evaluation by the National Highway Traffic Safety Administration regarding safety concerns over its full self-driving system [5][6] - Akero Therapeutics jumped by 16.8% after news of a potential acquisition by Novo Nordisk for up to $5.2 billion, contingent on federal approval of its lead product candidate [5][6] - MP Materials climbed by 5.2% after China announced export curbs on rare earths, which are essential for electronics and aerospace components [5][6] Global Market Trends - Global markets showed mixed results, with Shanghai's index rising by 1.3% and Japan's Nikkei 225 gaining 1.8%, led by SoftBank Group, which surged by 11.4% after announcing a $5.4 billion deal to acquire the robotics unit of Swiss engineering firm ABB [5][6] - In the US bond market, the 10-year Treasury yield edged up to 4.14% from 4.13% [5][6]

We recently published Top 10 Stock Recommendations You Can’t Miss Amid Growing AI Bubble Fears. C is one of the top recommended stocks. Craig Irwin, Roth Capital senior research analyst, said in a recent program on CNBC that Tesla Inc (NASDAQ:TSLA) has “lots of room to run” because of its auto business, robo taxis and other catalysts. Here is how the analyst made his case for the company: “The reason they’re beating this quarter is because the federal EV tax credit is going away, right? There’s a small p ...

Core Insights - Micropolis Holding Co. is participating in GITEX GLOBAL 2025, a major tech exhibition in Dubai from October 13-17, 2025 [1][2] - The company will showcase its latest innovations in unmanned ground vehicle technology and AI-driven security solutions at Stand H4-A5 in Hall 4 [2] Company Overview - Micropolis is based in the UAE and specializes in the design, development, and manufacturing of unmanned ground vehicles (UGVs), AI systems, and smart infrastructure for various applications [4] - The company's capabilities include mechatronics, embedded systems, AI software, and high-level autonomy [4] Product Showcase - Micropolis will present several advanced products, including: - The Robotic Forestry Unit, which offers autonomous solutions for forestry management [6] - The M0-2 Border Unit, designed for security and surveillance in challenging environments [6] - The M0-2 Platform, a versatile base for multiple applications [6] - The Dubai Police M0-1 Patrol, an AI-driven autonomous patrol vehicle for law enforcement [6] - The Dubai Police M0-2 Patrol, a next-generation solution for urban security [6]