【DT新材料】 获悉，美东时间周三盘后， 特斯拉 公布了好于预期的第四季度财报业绩，不过，全年的营收同比下降了3%，为 249亿美元， 这是该 公司有史以来首次出现年度营收下滑的情况。 不过，通过严格的成本控制，特斯拉成功将第四季度整体 毛利率提升至20.1%， 同比提高了3.86个百分点。同时，能源业务全年营收同比增长25%， 储能装机量达46.7吉瓦时，同比增长48.7%，其中第四季度储能产品装机量达14.2吉瓦时，环比增长13%，第四季度和全年储能装机量均创历史新高。 2025年特斯拉全球生产电动车约165.5万辆、交付163.6万辆，分别同比下降6.7%、8.6%，全年总营收948.27亿美元，同比下滑3%；净利润为37.94亿 美元，同比大幅下降46%。 在最近几个季度，特斯拉的汽车销售一直表现不佳，因为该公司在全球各地面临着激烈的竞争，尤其是在中国市场，特斯拉面临了来自比亚迪、小米等 众多国产电动品牌的挑战 ， 导致"车辆交付量减少"以及"监管补贴收入降低"。 特斯拉称 ，其已在为即将推出的Cybercab产品进行"预生产"准备工作。该车型被宣传为一款双座无人驾驶汽车，不会配备方向盘或踏板。 至于 ...

Group 1 - The article highlights the importance of major announcements in the stock market, including suspensions, investments, acquisitions, and performance reports, to help investors identify potential investment opportunities and risks [1] - The company is involved in data center PCB applications related to storage chips and systems, indicating a focus on the storage chip sector [1] - The company has integrated AI into advertising creative generation and multimodal content production, showcasing its innovation in the AI application space [1] - The company has achieved mass shipments of customized edge AI storage products to leading clients, reflecting its strong position in the storage chip and robotics sectors [1]

Elon Musk just made Tesla Inc's (NASDAQ:TSLA) most ambitious pivot yet. From cars to robots, AI chips, and autonomy—Musk is framing humanoid robots as a macroeconomic force, not a sci-fi side bet.On Tesla's fourth quarter earnings call, Musk said Optimus robots could "move the needle on US GDP significantly." He basically signalled that Tesla sees humanoid AI hardware as its next platform-scale product.From EVs To Robots: A Factory-Scale PivotTesla plans to wind down Model S and X production to free up fact ...

Quick Read Tesla (TSLA) commits $20B to robotics. The company is discontinuing Model S and Model X for Optimus production. Tesla Q4 2025 profit fell 61% to $840M despite holding $44.1B in cash. Tesla’s $20B robotics spend represents 21% of annual revenue. Investors rethink 'hands off' investing and decide to start making real money Tesla (NASDAQ:TSLA) CEO Elon Musk declared this week that the company's Optimus 3 humanoid robot will "move the needle" on US GDP, backing the claim with a $20 billion ...

Core Viewpoint - Tesla's CEO Elon Musk claims that the Optimus 3 humanoid robot will significantly impact US GDP, supported by a $20 billion investment in robotics and autonomous vehicles [1] Group 1: Financial Commitments and Performance - Tesla is committing $20 billion to robotics, which represents 21% of its annual revenue [1] - The company reported a 61% decline in Q4 2025 profit, with net income dropping to $840 million [1] - Tesla's cash reserves increased by 173% year-over-year, reaching $44.1 billion, providing a financial buffer for its robotics initiatives [1] Group 2: Strategic Shifts - Tesla is discontinuing the production of Model S and Model X to repurpose factory space for Optimus production, indicating a shift from traditional automotive manufacturing to a focus on robotics [1] - Musk envisions that Optimus robots will be available for public sale by the end of 2027 and predicts they will become as ubiquitous as smartphones [1] Group 3: Market Sentiment and Valuation Concerns - Retail investor sentiment on Tesla has shifted from bullish to bearish, with a notable decline in Reddit discussions about the stock [1] - Tesla's current trading valuation stands at 293 times earnings, raising questions about whether the Optimus initiative can justify this high valuation amid declining EV market share [1] - Musk acknowledged that early production of Optimus will be "agonizingly slow," reflecting a history of missed timelines on previous projects [1]

Core Insights - NVIDIA Corporation is expanding its focus beyond data centers into robotics and physical artificial intelligence (AI) [1][10] - The global robotics market is projected to grow significantly, reaching $218.56 billion by 2031, with a CAGR of 19.86% from 2025 [2] - NVIDIA's strategy involves providing a full stack solution for robotics, enhancing development cycles and reliability [3][10] Robotics Market and Adoption - Rising labor shortages and efficiency needs are driving interest in AI-powered robotics [2] - Companies like Belden, Caterpillar, Foxconn, Lucid Motors, Toyota, TSMC, and Wistron are adopting NVIDIA's robotics technologies for AI-driven manufacturing [4] Financial Performance - NVIDIA's Automotive segment revenues increased by 32% year over year to $592 million in Q3 of fiscal 2026, contributing 1% to total revenues [5] - The Zacks Consensus Estimate for the Automotive segment's fiscal 2026 revenues is $2.41 billion, indicating a year-over-year growth of 42.2% [5] Competitive Landscape - NVIDIA competes with Intel and Advanced Micro Devices in the AI robotics space, with Intel focusing on high-performance edge computing and AMD providing underlying chips and software stacks [6][7] Valuation and Earnings Estimates - NVIDIA shares have risen approximately 53.7% over the past year, outperforming the Zacks Semiconductor – General industry's gain of 48.9% [8] - The company trades at a forward price-to-earnings ratio of 26.22, lower than the industry average of 28.39 [12] - Earnings estimates for fiscal 2026 and 2027 imply year-over-year increases of approximately 55.9% and 57%, respectively [15]

Core Insights - Cannibble Food-Tech Ltd. is navigating a challenging environment due to geopolitical conditions in Israel and capital-market constraints, which have impacted its ability to raise capital and advance initiatives [2] - The company has secured additional funding and is now advancing selected strategic initiatives while maintaining its core food-technology business [3] New Division: Robotics and AI - Cannibble has established a Robotics and Artificial Intelligence Division aimed at exploring automation and service robotics opportunities within the food service and hospitality sectors [4] - A collaboration with AIBotics Inc. has been initiated to evaluate the deployment of AI-powered service robots in food service, hospitality, and security applications, starting in Israel and potentially expanding internationally [5] - An initial shipment of service robots from KEENON Robotics has arrived in Israel, awaiting customs clearance to support pilot programs and market assessments [6] Shareholders' Meeting Update - A recent shareholders' meeting resulted in the approval of a resolution to change the company's name, with the new name to be announced soon [8] - Shareholders also approved the continued terms of office for existing directors and reappointed Ziv Haft Chartered Professional Accountants as the auditor for another term [9] Future Outlook - Cannibble plans to continue evaluating strategic initiatives with a focus on disciplined capital allocation, operational execution, and regulatory compliance [10] - The company emphasizes transparent communication with shareholders and aims to advance initiatives that align with its long-term strategy [10]

1月29日，中央广播电视总台与松延动力联合宣布， 松延动力成为总台《2026年春节联欢晚会》人形机器人合作伙伴。 松延动力是第四家官宣将上春晚的人形机器人企业，各家的抬头有所区分。根据此前披露，银河通用为2026春晚指定具身大模型机器人；宇树科技为2026 年春晚机器人合作伙伴；魔法原子为2026春晚智能机器人战略合作伙伴。 小布米同样身形较为"迷你"，其高94厘米、重约12千克，拥有超过21个自由度，能灵活实现行走、奔跑和舞蹈等复杂动作，并集成了流畅的语音交互与零 门槛的图形化编程功能。 A股方面，利亚德通过旗下子公司北京虚拟动点科技有限公司与松延动力达成战略合作；风语筑与松延动力达成战略签约，聚焦新文旅场景机器人解决方 案；松延动力与慧辰股份达成战略合作，双方就松延动力旗下新款小布米人形机器人达成1000台订单签约。 来源：上海证券报 关注" 新华网财经 "视频号 更多财经资讯等你来看 松延动力成立于2023年9月，公司创始人、董事长姜哲源出生于1998年，高考时以北京市第28名的成绩考入清华大学电子工程系。2023年，正值姜哲源在 清华读博的第三年，他选择退学创立机器人公司。 2025年10月，松延动力 ...

Core Viewpoint - Realbotix Corp. has been granted an extension by the Ontario Securities Commission to file its audited financial statements for the year ended September 30, 2025, due to a transition in its Chief Financial Officer and a health-related issue affecting the outgoing CFO [1]. Group 1: Financial Reporting - The company will file its audited annual financial statements, management's discussion and analysis, and CEO and CFO certifications by February 28, 2026, after missing the original deadline of January 28, 2026 [1]. - A management cease trade order (MCTO) has been issued, preventing the CEO and CFO from trading the company's securities until the annual filings are completed [1]. - The company is working with its auditors, RSM Canada LLP, to ensure the timely completion of the annual filings [1]. Group 2: Company Operations and Developments - Realbotix is recognized as a leader in AI-powered humanoid robotics, focusing on customer service, engagement, and companionship through highly customizable humanoid robots [1]. - The company has showcased its advanced humanoid robots at CES 2026, demonstrating their ability to engage in unscripted conversations, highlighting the autonomous capabilities of its technology [2]. - Ericsson is deploying Realbotix's humanoid robots equipped with proprietary vision technology for workforce training and visitor engagement at its Imagine Studio experience center in Plano, Texas [2].

Core Insights - The company has launched a proprietary beverage dispensing robotic system called Beverages in Motion – Everywhere (BIM-E), which served over 5,000 drinks during its debut at CES 2026, demonstrating its readiness for high-volume hospitality environments [1][2] Group 1: Product Features and Performance - BIM-E is designed to optimize service efficiency in high-traffic venues, enabling precise pours of various beverages, including beer, wine, and coffee, with an average dispensing time of 10 seconds per 16-ounce beverage [2][3] - Each BIM-E unit can dispense up to eight different beverages and is engineered for consistent pouring, allowing one bartender to manage up to three units simultaneously, serving a drink approximately every 7 seconds [4] Group 2: Market Challenges and Solutions - The system addresses significant challenges in the foodservice industry, such as labor shortages, high turnover, and rising service expectations, by increasing throughput during peak periods and reducing wait times [3][4] - BIM-E helps venues capture incremental revenue that may have been lost due to staffing limitations during high-demand times, improving customer satisfaction and potentially increasing revenue [3] Group 3: Business Model and Future Plans - The company plans to begin accepting orders for BIM-E later this quarter, focusing on enterprise operators and multi-location hospitality partners, and will offer it through a Robotics-as-a-Service (RaaS) platform [5] - This scalable model allows clients to focus on customer service while providing a recurring revenue stream for the company [5][6]