格隆汇2月23日｜法拉第未来联席CEO贾跃亭公布EAI机器人进展：下周将正式开启首批交付，Futurist 和Master销售和交付所需的前期认证及合规工作已经完成，Aegis也将很快完成，有信心按规划完成后 续的交付和爬坡计划。 EAI EV进展：FF和来自美国多个州的多家头部经销商签署了Super One及EAI机 器人的销售合作MOU，标志着用户生态共创模式取得了阶段性成果。 ...

1.【优必选无人物流车赤兔α在富士康郑州工厂正式下线】2月4日，优必选旗下智慧物流子公司UQI 优奇无人物流车Chitu赤兔α在位于郑州的富士康新能源汽车研发中心完成首批PVT（Production Validation Test）车辆的正式下线。PVT阶段是车辆量产交付能力的关键验证环节，用于验证量产条 件下的制造一致性、过程稳定性与质量可追溯能力。在富士康车规级智造体系下，本次生产覆盖整车 装配、检测与下线交付的完整闭环，为下一阶段Chitu赤兔α量产爬坡与批量交付奠定基础。（IT之 家） 2.【英特尔与香港科技大学共建联合实验室】2月5日消息，香港科技大学与英特尔宣布成立"香港科 技大学-英特尔联合实验室"。该实验室将开展为期三年的研究计划，重点探索高能效近存计算架构， 以应对人工智能应用在性能与能效方面的挑战。通过软硬件协同设计创新，双方旨在为智能设备与可 持续人工智能系统的未来发展提供技术参考。（新浪科技） 3.【特斯拉陶琳：2025年上海超级工厂交付量达特斯拉全球交付量一半以上】特斯拉公司副总裁陶琳 发微博表示，2025 年，上海超级工厂交付量达到了特斯拉全球交付量的一半以上，储能超级工厂的 产能 ...

贾跃亭造上机器人了。 2月5日，法拉第未来（Faraday Future）的创始人，那个永远在创业路上的贾跃亭，再次站在了聚光灯下。这一次，他带来的不是汽车，而是四款具身智 能（Embodied AI）机器人。 在美国拉斯维加斯举行的全美汽车经销商协会大会（NADA）上，贾跃亭通过全球直播的形式发布了Futurist、Master、Aegis、轮臂系列EAI机器人。 难得可贵的是，属于"发布即销售，销售即发布"那种，其中Futurist、Master、Aegis三大系列是全球首发，轮臂系列机器人将于第二季度发布。 发布会还没散场，官方就宣布已经收到了1211台付费预订单，不仅如此，贾跃亭还在社交平台上发布了一段20秒的机器人展示视频，能实现"旋转跳跃"等 动作。 而且发布会刚结束，贾跃亭发布人型机器人的话题就登上热搜，吸引不少网友围观打卡。看上去，造人似乎比造车要靠谱， 但前有FF91一波三折，机器 人还能博多少信任？ 01 一口气连发四款 如果能保证交付，并有个稳定的订单收入，贾老板就真的会强调的那样——成为美国第一家交付人形机器人且贡献毛利为正的公司。 具体来看，四个系列的机器人，覆盖人形、四足两大主流形 ...

Core Viewpoint - Faraday Future, led by Jia Yueting, has launched four series of embodied AI robots, marking a significant shift from automotive to robotics, with a focus on practical applications and affordability [4][6][24]. Product Launch - The robots include the Futurist, Master, Aegis, and a robotic arm series, with a total of 1,211 paid pre-orders received immediately after the launch [6][8]. - The pricing ranges from $2,499 to $34,990, targeting various market segments [8][10]. Product Specifications - The Futurist series is designed for complex professional environments, priced from $34,990, featuring advanced capabilities such as 200 TOPS computing power and multiple sensors for environmental interaction [10][12]. - The Master series focuses on athletic performance, starting at $19,990, with 30 degrees of freedom and high precision for interactive tasks [12][14]. - The Aegis series, starting at $2,499, is aimed at security and companionship, offering a more accessible entry point into the robotics market [14][18]. Strategic Vision - Jia Yueting emphasized a "three-in-one" ecological strategy, integrating terminal products, an open-source platform, and data factories to create a closed-loop ecosystem that enhances product capabilities and drives sales [20][22]. - The EAI 5x4 technology architecture aims to establish a universal autonomous capability across various scenarios, promoting the widespread adoption of embodied AI robots [18][20]. Financial Backing - Prior to the robot launch, Faraday Future secured a $10 million investment, providing crucial financial support for its new direction in robotics [22][24]. - The company is transitioning from a traditional sales model to a subscription-based revenue model, enhancing profitability and user engagement [20][22].

2月5日，Faraday Future（以下简称FF）举办"EAI人车+"具身智能机器人产品终极发布会，正式宣布成 立EAI机器人公司，推出Futurist、Master、Aegis、轮臂系列四大系列EAI机器人，首发Futurist、 Master、Aegis三大系列EAI机器人。其中，Futurist系列终端起售价为34990美元。截至发布会结束，FF EAI机器人已收到付费预定单1211台。 ...

Partnerships & Integrations - Sushi.com (SushiSwap) is making progress on integrating with various platforms [1] - Three integrations are complete, with three more planned [1] Community Engagement - SushiSwap is engaging the community by asking for guesses on the next integration partner [1]

Progress check:🌊 Reservoir ✅☸️ Frax ✅🛡️ Aegis ✅💧 M _ _🪙 B _ _ _ _ _ _🌐 G _ _ _3 down, 3 to go - halfway there! 🍣Any guesses on who the next will be?!Sushi.com (@SushiSwap):Progress check:🌊 Reservoir ✅☸️ Frax ✅🛡️ A _ _ _ _💧 M _ _🪙 B _ _ _ _ _ _🌐 G _ _ _2 down, 4 to go. The flywheel keeps spinning. 🍣✨ ...

RT Starknet Outpost (@0xOutpost)What a finish to Demo Day!Congratulations to our winners:- 1st Aegis- 2nd Stilbon- 3rd TractThe energy over the past 3 months was inspiring, and every builder who pitched and pushed forward made this community stronger.We're just getting started. https://t.co/FZhhKyjRx1 ...

Core Insights - Lockheed Martin Corp. (LMT) shares have increased by 7% over the past month, outperforming the Zacks Aerospace-Defense industry's growth of 1.6% and the S&P 500's return of 2.9% during the same period [1][10] - In contrast, industry peers Boeing Company (BA) and Embraer S.A. (ERJ) have seen declines of 7.1% and 0.9%, respectively [2] Recent Developments - Positive news announcements have contributed to the rise in LMT's stock, indicating strong demand and growth prospects for its products [3] - Notable contracts include a mid-August agreement with Poland to modernize its F-16 fleet, delivery of Black Hawk helicopters to the Philippines, and a $720 million contract for Joint Air-to-Ground Missiles from the U.S. Army [4][5] - LMT's order book for September includes a $900 million contract for Javelin missiles and a $9.8 billion award for 1,970 Patriot Advanced Capability – 3 Missile Segment Enhancement interceptors [6] Financial Outlook - The contracts are expected to drive revenue growth in the coming quarters, with a backlog totaling $166.5 billion as of June 29, 2025, and management anticipating recognition of approximately 38% of this backlog over the next 12 months [7][8][11] - LMT's international business accounts for 27.1% of total sales, with strong demand for tactical missiles, Black Hawk helicopters, and F-35 jets from various countries [12] Earnings Estimates - The Zacks Consensus Estimate for 2025 and 2026 sales indicates year-over-year improvements of 4.5% and 4.3%, respectively, while 2025 earnings estimates suggest a decline of 23.2% [14] - Near-term earnings estimates have decreased over the past 60 days, reflecting analysts' declining confidence in LMT's earnings potential [14] Valuation - LMT's forward 12-month price-to-earnings (P/E) ratio is 17.34X, which is lower than the peer group's average of 20.37X, indicating a potentially attractive valuation [17] - Embraer is trading at a premium with a forward P/E of 22.36X [18]

Financial Data and Key Metrics Changes - The company reported sales of $18 billion for the second quarter, with a year-over-year increase and a sequential increase from the first quarter [6][22] - Segment operating profit was $570 million, impacted by $1.8 billion in total charges, primarily from legacy programs [23][28] - Free cash flow usage was $150 million, affected by timing items and delays in contract awards [29][30] Business Line Data and Key Metrics Changes - Aeronautics sales increased by 2% year-over-year to $7.4 billion, primarily due to higher F-35 production, offset by a $950 million loss on a classified program [31] - Missiles and Fire Control (MFC) sales rose 11% to $3.4 billion, driven by higher volumes on tactical missile programs [32] - Rotary and Mission Systems (RMS) sales declined 12% to $4 billion, primarily due to losses from the Canadian Maritime Helicopter Program and Turkish Utility Helicopter Program [34] - Space sales increased by 4% year-over-year, driven by higher volumes in Commercial Civil Space and Strategic and Missile Defense [35] Market Data and Key Metrics Changes - The U.S. government's focus on national defense is expected to lead to increased munition spending, with significant orders anticipated in the second half of the year [15][16] - The U.S. Navy's FY26 budget request includes plans to purchase PAC-3 missiles for the first time, indicating a shift in defense spending priorities [16] Company Strategy and Development Direction - The company is focusing on enhancing program management and performance, particularly in light of recent losses in legacy programs [8][27] - There is an emphasis on restructuring contracts to mitigate risks while meeting national security objectives [47] - The company is committed to investing in advanced technologies and production capabilities to support future growth opportunities [17][20] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenges faced in legacy programs but expressed confidence in the long-term prospects for growth and value creation [27][40] - The company reaffirmed its sales guidance for 2025, expecting a solid backlog and significant awards in the second half of the year [37][41] Other Important Information - The IRS has asserted a $4.6 billion additional income tax liability related to a tax accounting method change, which the company is contesting [28][70] - The company plans to maintain a disciplined capital deployment strategy, returning at least $6 billion per year to shareholders [40] Q&A Session Summary Question: Concerns about derisking problem programs - Management reassured that a new program review team with broader expertise has been established to monitor classified aeronautics programs more rigorously [44][46] Question: Rationale behind significant charges - The company explained that the charges were necessary due to newly discovered cost increases and the need to reassess longstanding assumptions [52][54] Question: Impact of tax liability on cash flow - Management indicated that the tax liability would have a significant impact on cash flow, with an estimated $500 million cash usage tied to the Arrow classified program this year [56][70] Question: F-35 program status and international orders - Management expressed confidence in the F-35's role in modern warfare and its continued demand, despite recent budget cuts [90]