Core Viewpoint - Tesla has set clear operational goals, including the sale of 12 million electric vehicles and 1 million AI robots, which is expected to benefit domestic suppliers in the supply chain significantly [1][2]. Group 1: Tesla's Operational Goals - Tesla's 10-year compensation plan for Elon Musk includes achieving 12 operational goals, such as selling 12 million electric vehicles and 1 million AI robots, along with a target of operating 1 million autonomous taxis and reaching 10 million subscriptions for smart driving features [2]. - The adjusted revenue target for Tesla is projected to increase over 20 times to $400 billion [2]. Group 2: Industry Catalysts - The robot industry is expected to see significant developments from September to December, including key events such as technical evaluations of the A15 chip and the launch of the Gen3 robot [3]. - Tesla's Optimus GEN3 robot is anticipated to be launched in October, with mass production expected by early 2026 [3]. Group 3: Market Dynamics - The automotive sector is entering a recovery phase, with traditional peak sales seasons expected to boost sales, and a notable recovery in the fourth quarter is anticipated [4]. - The Ministry of Industry and Information Technology has set a target for 2025 to achieve 32.3 million vehicle sales, a year-on-year increase of 3%, and 15.5 million new energy vehicle sales, a year-on-year increase of 20% [4]. Group 4: Investment Recommendations - Focus on leading companies in the T-chain, those with low valuations, and companies exceeding industry progress expectations, such as Jieng Electronics, Xusheng Group, and others [5].

Group 1: Haolo Robotaxi and Alibaba Investment - Haolo's Robotaxi business received strategic investment from Alibaba, aiming for comprehensive cooperation to develop low-cost, safe, and reliable smart driving technology [1] - The collaboration will focus on building foundational models in vision, voice, and language, as well as exploring innovative applications in autonomous driving [1] - This investment highlights the trend of resource integration and technological acceleration in the autonomous driving sector, with Alibaba providing capital support and AI technology [1] Group 2: Figure's Valuation and Funding - Figure, an AI robotics company, announced over $1 billion in commitments during its Series C funding round, resulting in a post-money valuation of $39 billion [2] - The funding will expedite the large-scale application of humanoid robots in real-world environments, reflecting strong market confidence in the humanoid robotics sector [2] - The current landscape shows a "capital frenzy and technological competition," indicating a critical phase of transitioning from laboratory experiments to commercial deployment [2] Group 3: Huawei's Predictions on Computing Power - Huawei predicts that by 2035, the total computing power in society will increase by 100,000 times, leading to a new era of computing [3] - The company identifies AGI as a transformative force for the next decade, with AI agents evolving from execution tools to decision-making partners [3] - The shift from human-centric to intelligent connectivity will drive fundamental changes in communication networks and infrastructure, presenting long-term investment opportunities in the computing power industry and AGI applications [3]

Core Insights - Figure, an artificial intelligence robotics company, announced over $1 billion in committed capital for its Series C funding round, resulting in a post-money valuation of $39 billion [1] - The funding will accelerate the company's efforts to deploy general-purpose humanoid robots at scale in real-world environments [1] - The round was led by Parkway Venture Capital, with participation from firms such as BofA, NVIDIA, Macquarie Capital, Intel Capital, and Salesforce [1] Funding Details - The Series C funding round secured over $1 billion in commitments [1] - The post-money valuation reached $39 billion following this funding round [1] - Parkway Venture Capital was the lead investor in this round [1] Strategic Implications - The capital raised will enhance Figure's ability to implement humanoid robots in practical applications [1] - Participation from notable investors like NVIDIA and Intel Capital indicates strong confidence in the robotics sector and Figure's potential [1]

Group 1 - Macro Construction plans to sign a strategic cooperation agreement with Matrix Super Intelligence to explore humanoid robot development and commercialization [1] - The agreement includes strategic investment from Macro Construction and the establishment of a joint venture focused on humanoid robot R&D and production [1][4] - This collaboration represents a deep integration of traditional construction industry with the emerging AI sector, providing new opportunities for the industrialization of humanoid robot technology [1][4] Group 2 - Macro Construction has been a significant player in urban construction for 30 years, with strengths in infrastructure investment and engineering design [2] - The company is recognized as a national high-tech enterprise and has extensive experience in urban rail transit and infrastructure projects [2] - Macro Construction has a leading position in shield tunneling technology and was among the first to develop and apply shield cutter robots, laying a solid foundation for entering the robotics field [2] Group 3 - Matrix Super Intelligence was founded in 2024, with a founding team that includes former leaders from Tesla and other top tech companies [3] - The company showcased its Matrix-1 humanoid robot at the 2025 Shanghai World Artificial Intelligence Conference, featuring advanced control systems and motion capabilities [3] - The Matrix-1 robot is designed with a complete closed-loop operating system, demonstrating the company's technical strength in AI algorithms and mechanical design [3] Group 4 - The humanoid robot industry is receiving significant attention from the government, with goals set for mass production by 2025 [4] - The collaboration between Macro Construction and Matrix Super Intelligence exemplifies complementary advantages, combining capital strength and industry resources with advanced technology and R&D capabilities [4] - The joint venture will focus on key technology areas such as servo motors, dexterous hands, AI algorithms, lightweight materials, and human-machine interaction systems [4] Group 5 - Macro Construction's extensive experience in urban construction provides a wide range of validation and application scenarios for humanoid robots [5] - The Macro Innovation Center, set to be completed by the end of this year, will focus on R&D and transformation of technologies in the robotics field [5] - The collaboration is expected to enhance the role of humanoid robot technology in urban construction and industrial manufacturing, potentially becoming a milestone in the industrialization of humanoid robots [5]

Core Viewpoint - Nocoda Technology (00519) has signed a strategic cooperation memorandum with Mach1AI Robotics & Automation SDN BHD to collaborate in the field of artificial intelligence (AI) robotics, aiming to promote technology application in Malaysia and Southeast Asia [1] Group 1: Strategic Collaboration - The partnership will focus on AI RaaS (Robotics as a Service) solutions for government and commercial cooperation in the Malaysian market [1] - The collaboration aims to enhance regional ecosystem development and expand applications in various scenarios, including airports, hospitals, and hotels [1] - Both parties intend to deepen cooperation in AI robotics products, services, and comprehensive solutions to achieve a win-win situation [1] Group 2: Market Expansion - This collaboration signifies the acceleration of the company's globalization strategy, driving growth in both local and global markets [1] - The partnership aligns with the shared vision of both companies in the AI robotics and automation solutions sector [1] - The initiative will leverage the strengths of both companies to diversify business scenarios and expand their presence in the Malaysian and Southeast Asian markets [1]

（股份代號：519） 自願公告 簽署戰略合作備忘錄推進國際化業務發展 諾科達科技集團有限公司（「本公司」，連同其附屬公司統稱「本集團」董事「董事」）會 自願作出本公告，以向本公司股東及潛在投資者提供本集團的最新業務情況。 本集團欣然宣佈，於二零二五年八月十二日，本集團之附屬公司諾科達智駕有限 公司（「諾科達智駕」）與馬來西亞Mach 1 AI Robotics & Automation SDN BHD.（下稱 「Mach 1 Group」）簽署戰略合作備忘錄（「合作備忘錄」），雙方將在人工智能（「AI」） 機器人領域展開合作，並計劃於馬來西亞及東南亞市場推動相關技術的應用及落 地。本次合作標誌本集團進一步加快全球化戰略實施步伐，本地及全球市場雙輪驅 動，有效提升集團整體競爭力。 諾科達科技集團有限公司 （於百慕達註冊成立之有限公司） 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責， 對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何 部分內容而產生或因倚賴該等內容而引致之任何損失承擔任何責任。 NOVAUTEK TECHNOLOGIES GROUP LIMITED ...

导语：在"五篇大文章"的战略指引下，中国科技金融生态正经历新一轮重构。浙商银行十年耐心实践与"善科陪伴计划"，恰是这场国家行 动的微观映射。 金融范式创新 游标卡尺能丈量厂房面积，却无法为知识资产与"人才价值"定价。 当传统银行汲汲于"所见即所得"的思维惯性，如何"接得住"服务中国科技创新的时代命题？ 一场发生于十年前的商业银行突围实践，给出了破局解法。 浙商银行（601916.SH）2016年创新性推出的全国首个"人才银行"，以"人"而非"物"作为信用锚点，将4000余名高层次人才的创新潜力转化为 超300亿元的融资支持。 于是，浙商银行提出"以人定贷"的概念，并创立"人才银行"这一金融服务 品牌。 遵循这一设计理念的信用贷款产品，是以人才价值、政府对人才的认可度、人才企业的发展潜力作为主要评估依据，弱化营收、利润和负债率 等传统财务因素，给予人才企业最高3000万元的信用支持。 而今，这一金融品牌又进行了"新版本"迭代。 4月16日，"善科致远·创见未来——金融支持科技企业发展大会"在杭州举行。 在会上，浙商银行发布面向科技企业的全新综合金融服务品牌——"善科陪伴计划"。 浙商银行党委书记、董事长陆建强表 ...