每经AI快讯，有投资者在投资者互动平台提问：公司是否给特斯拉擎天柱人形机器人提供操作系统？ 中科创达（300496.SZ）8月12日在投资者互动平台表示，暂无合作。 （文章来源：每日经济新闻） ...

Group 1 - Major players in the "delivery battle" are investing heavily in AI and embodied intelligence, with companies like JD leading funding rounds for startups such as Qianxun Intelligent, Zhujidongli, and Zhongqing Robot [1] - Alibaba's Tongyi Qianwen recently updated its flagship Qwen3 model, while Meituan launched its first AI programming agent, indicating significant investments in AI across various business lines [1][2] - The integration of delivery services and AI technology reflects a strategic shift among Chinese internet giants towards reconstructing their business ecosystems based on an AI technology revolution [1][2] Group 2 - The transformation represented by delivery services addresses the challenge of reaching more life scenarios, which is crucial for generating user behavior data, increasingly viewed as the "new oil" [2] - The evolution of AI and embodied intelligence is designed to leverage this data, creating new technological barriers that feed back into offline operations, thus forming a closed loop from R&D to industry application [2][3] - The current AI boom is characterized not only by "intelligent emergence" but also by "commercial emergence," where high-frequency service businesses like delivery serve as data sources for AI and robotics development [3] Group 3 - Companies must possess the dual capability to manage both short-cycle operations and long-cycle R&D, a unique advantage of internet giants with large user bases and strong capital [3] - The actions of leading tech companies in both China and Silicon Valley indicate a synchronized trend towards leveraging AI technologies in vast markets and diverse application scenarios [4]

Core Viewpoint - The strategic importance of rare earth elements is highlighted, particularly in the context of the automotive industry and emerging technologies, with significant implications for supply chains and market dynamics [2][5][7]. Group 1: Industry Challenges - Ford and Suzuki are struggling to secure necessary rare earth materials for production, leading to temporary factory shutdowns [2] - Indian automakers have reported critical shortages, with only three days of inventory left for rare earth magnets [2] - A coalition of major automotive manufacturers warns that a lack of stable supply of rare earth materials could halt production of essential components [2] Group 2: Market Dynamics - North Rare Earth has seen a stock price increase of over 32% in July, reaching a two-year high following strong performance forecasts [2][3] - The company anticipates a net profit of 136 million to 176 million yuan, marking a year-on-year increase of 1882.54% to 2014.71% [3] Group 3: Strategic Value of Rare Earths - Rare earths are increasingly recognized as critical materials, transitioning from "industrial flavoring" to "technological vitamins" due to their essential role in high-tech applications [5][7] - The military sector relies heavily on rare earths for advanced weaponry, with significant investments from the U.S. government in domestic rare earth production [5][6] Group 4: Future Demand Projections - The demand for praseodymium and neodymium oxide is projected to reach 117,000 tons and 126,900 tons in 2025 and 2026, respectively, with growth rates of 9.7% and 8.4% [8] - The expansion of the low-altitude economy and the rise of humanoid robots are expected to drive new demand for rare earth materials [6][8]

华见早安之声 美联储年内降息预期下降，美债收益率大幅走高，两年期美债收益率突破4%，美元也上涨。 现货黄金跌超1%。白银延续涨势，现货银涨超1.4%后小幅回落。原油看涨情绪高涨，美油涨近2%。 要闻 外交部发言人宣布：应英国政府邀请，中共中央政治局委员、国务院副总理何立峰于6月8日至13日访问英国。其间，与美方举行中美经贸磋商机 制首次会议。 请各位听众升级为见闻最新版APP，以便成功收听以下音频。 市场概述 周五，非农数据超预期，部分缓解了衰退担忧，叠加贸易消息提振，标普触及6000点。特朗普与马斯克之争暂未进一步加剧，特斯拉盘中一度涨超7%、收 涨超3%。 美股大型科技股整体走强，科技七巨头全线走高。美国稀土概念股普跌。中概指数周五微跌0.06%，全周累计涨超3%。 特斯拉RoboTaxi本周发布！多空激辩：多头看到关键进展，空头质疑规模化路径。 商务部就中重稀土出口管制措施答记者问：实施出口管制符合国际通行做法，已依法批准一定数量的合规申请。 马斯克"悄悄删帖"，特朗普称"关系已经结束"，警告马斯克若资助民主党将面临"严重后果"。"特马"分手内幕流出：药物成瘾、与财长在白宫打 起来、总统助手的报复。颠覆 ...