理想汽车正全力押注具身智能，全新L9成为其首款落地载体。2月5日和6日，理想汽车CEO李想连续两 天发长文为旗舰SUV全新理想L9造势，并宣布L9将在今年二季度内正式上市。李想称，"这两年有很多 人问我，是不是all in AI就不关注汽车了。恰恰相反，我们深知：具身智能必须长在一台好车上，才能 真正为用户创造价值。所以我有70%的时间聚焦在汽车上，这让我们更了解如何让车进化成真正的机器 人。" ...

Group 1 - Meituan announced the acquisition of Dingdong Maicai for approximately $717 million, aiming to enhance operational efficiency and align with their mission of improving food quality and living standards [3] - Dingdong Maicai's CEO emphasized that the merger will not diminish their core competencies in product quality, service, and supply chain efficiency, but rather enhance their value on a larger platform [3] Group 2 - Faraday Future launched three series of EAI robots, with the Futurist series starting at $34,990, and received 1,211 paid pre-orders by the end of the launch event [7] - Tesla promoted Phil Duan to the position of Director of Autonomous Driving Engineering, coinciding with the launch of their Robotaxi service [9] Group 3 - Alibaba unified its AI model branding under "Qwen" to eliminate confusion from multiple names, with the core brand now being Qwen [11] - Baidu's Wenxin Assistant faced issues with WeChat blocking its red envelope sharing links, leading to a shift to a "password red envelope" format [11] Group 4 - Xiaomi reduced the safety mileage threshold for its assisted driving feature from 1,000 km to 300 km to help users gradually familiarize themselves with the technology [11] - Leap Motor's COO set a target of 1.05 million units for 2026, emphasizing a steady and efficient approach to growth [12] Group 5 - Bosch China denied rumors of layoffs, clarifying that personnel adjustments were limited to specific departments and were normal in the context of industry changes [15] - Tesla's Shanghai Gigafactory is projected to account for over half of Tesla's global deliveries by 2025 [15] Group 6 - TSMC plans to invest $17 billion in its Japan factory to mass-produce 3nm chips, supported by government subsidies [16] - OpenAI's CEO responded to competition from Anthropic, defending their advertising model and emphasizing their commitment to providing affordable AI services [16] Group 7 - North Chip Life successfully listed on the STAR Market, marking it as the first innovative medical device company to pass the new standards [17] - Qian Gu Technology completed a C round financing of 700 million yuan, with participation from multiple investment firms [18] Group 8 - The AI comic market in China is expected to see a significant increase, with over 80,000 related companies registered by 2025, reflecting a 37.1% year-on-year growth [22] - The global automotive market is projected to see China's market share reach 35.6% by 2025, with a notable increase in vehicle sales [22][23]

Market Overview - Financial markets experienced a significant downturn on February 5, with major U.S. stock indices opening lower, while Chinese concept stocks showed resilience [1][10] - The Nasdaq and S&P 500 indices both fell over 1% [1] Stock Performance - Dow Jones Industrial Average: 49,093.81, down 0.82% [2] - Nasdaq Index: 22,567.64, down 1.47% [2] - S&P 500: 6,807.73, down 1.09% [2] Precious Metals - International spot gold dropped nearly 3%, trading at $4,831.254 per ounce [2][3] - Spot silver fell over 15%, priced at $74.867 per ounce [2][3] - Year-to-date performance for gold shows an increase of 11.89%, while silver has risen by 4.60% [3][14] Company News - Estee Lauder's stock plummeted over 20% due to increased marketing costs and lower-than-expected earnings guidance for the year [3][14] - Qualcomm's stock fell over 9% after reporting Q1 revenue of $12.25 billion, a 5% year-on-year increase, but a 1% decline in adjusted net profit [5][18] - Alphabet (Google) shares dropped over 3% following the release of its Q4 report, which showed revenue of $113.8 billion, an 18% year-on-year increase. The company plans to nearly double its capital expenditure for 2026 [7][16] - Microsoft shares decreased by nearly 3% as the company focuses on enhancing AI functionality reliability, pausing aggressive new feature development [7][16] - Amazon's stock fell over 3% after the German Federal Cartel Office prohibited the company from interfering with seller pricing on its platform, ordering a return of approximately €59 million due to anti-competitive behavior [8][17] Chinese Concept Stocks - Nasdaq China Golden Dragon Index saw a rise of over 1%, with a current increase of 0.67% [10][17] - NIO's stock rose nearly 5% as the company anticipates its first quarterly profit by Q4 2025, driven by increased sales and a high-margin product mix [11][20] - Li Auto's stock increased over 3% with the announcement of the new Li L9 model, which is positioned as an intelligent vehicle [11][20] - XPeng Motors' stock rose over 2% with the upcoming launch of its flagship large six-seat SUV, the XPeng GX [11][20]

2月5日消息，理想汽车CEO李想微博发文表示，这两年有很多人问他，是不是all in AI就不关注汽车 了。 李想表示，恰恰相反，我们深知：具身智能必须长在一台好车上，才能真正为用户创造价值。所以我有 70%的时间聚焦在汽车上，这让我们更了解如何让车进化成真正的机器人。 李想还介绍，即将到来的全新理想L9，车成为智能体。眼睛、大脑、心脏、神经、手脚——完整的技 术栈让车从被动工具变成主动伙伴。它会认出你，理解你，主动服务你。未来，每个家庭都值得拥有这 样的智能伙伴。 "2026年，理想开启第二个十年。全新理想L9，不仅是一台好车，更是具身智能机器人的开山之作。我 们准备了十年，就等这一刻。"他说。 以下为微博原文： 2015年，我们创办理想汽车时就问过自己：汽车的终极形态是什么？ 大多数人的答案是：更快、更智能的交通工具。我们的答案是：机器人！ "理想，给车赋予生命"，这不是一句口号。十年间，我们让这个答案一步步成为现实： 2018年10月，理想ONE发布，车有了感知。麦克风、雷达、摄像头，让车能听、能看、能交流。 2021年5月，自研感知系统随2021款理想ONE量产上车。 2021年10月，自研操作系统立 ...