2月26日，FF宣布，公司将于2月27日正式开启2026年首个EAI机器人交付季并举办首次交付仪式，向佛 罗里达与内华达地区高端地产运营商Golden Hill交付首批机器人。 2月26日，FF宣布，公司将于2月27日正式开启2026年首个EAI机器人交付季并举办首次交付仪式，向佛 罗里达与内华达地区高端地产运营商Golden Hill交付首批机器人。 ...

机器人交付进展：2月23日贾跃亭宣布EAI机器人将于下周交付，但市场对其商业化前景存疑，且机器 人业务与核心造车业务的协同效应尚未验证。 行业政策与环境 电动车行业整体承压： 政策退坡：2026年起中国新能源汽车购置税恢复征收5%，美国潜在补贴取消可能进一步抑制需求。 法拉第未来近期面临多重挑战： 财务压力：2025年第三季度财报显示运营亏损2.068亿美元，尽管融资现金流入连续六季度超过运营流 出，但亏损规模仍较大。 业务转型：公司正从FF91项目转向FF 92车型升级及FX Super One车型量产准备，同时战略投资Qualigen 约4100万美元，业务重组带来不确定性。 经济观察网 法拉第未来（FFAI.OQ）在2026年2月24日股价下跌8.04%，收盘价0.48美元，盘中振幅达 14.57%，成交额1032万美元。该股近5日累计下跌11.25%，年初至今跌幅为52.67%，显著跑输汽车制造 板块（当日涨1.98%）及美股大盘（纳斯达克指数涨1.00%）。 股价异动原因 股价下跌的直接诱因为特朗普团队计划取消电动车税收补贴的政策动向。2月24日，华尔街见闻报道 称，特朗普过渡团队考虑取消消费者购买 ...

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。 ...

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 - Major indices showed declines: Shanghai Composite Index (-0.64%), Shenzhen Component Index (-1.44%), STAR Market 50 (-1.44%), ChiNext Index (-1.55%), and North Exchange 50 (-2.03%) [1] - TMT sector led the gainers with SW Film and Animation Production (+3.70%), SW Brand Consumer Electronics (+2.10%), and SW Security Equipment (+0.86%) [1] - TMT sector faced losses with SW Communication Cables and Accessories (-5.86%), SW Other Electronics III (-3.27%), and SW Communication Network Equipment and Devices (-2.57%) [1] Domestic News - Tianhong Technology announced the delivery of the world's first 310×310mm panel-level packaging PLP PVD equipment, indicating a shift towards self-sufficiency in Taiwan's equipment supply chain [2] - MuChuang released a new 100G smart network security chip RSP-S30, which boasts a threefold increase in cryptographic acceleration capabilities compared to its predecessor [2] - Suzhou Qizhong's production line was temporarily halted due to a fire, leading to a projected 5-8% decrease in revenue growth for 2026 compared to initial forecasts [2] - MediaTek anticipates its mobile business revenue to exceed $10 billion in 2025, marking an 8% year-on-year increase, although it expects a significant decline in Q1 2026 due to rising storage chip costs [2] Overseas News - Qualcomm expects Q2 revenue between $10.2 billion and $11 billion, impacted by a global shortage of memory chips, affecting smartphone production plans [3] - Infineon announced price adjustments for certain products starting April 2026 due to ongoing supply constraints and rising raw material costs [3] - The global smartphone market revenue is projected to grow by 13% year-on-year in Q4 2025, reaching $143 billion, with average selling prices surpassing $400 for the first time [3] AI Insights - Shanghai AI Laboratory released the Intern-S1-Pro model with 1 trillion parameters, enhancing performance and computational efficiency [4] - ByteDance launched the "Doubao 4.0" AI model, which can adapt to 12 industry scenarios and features real-time learning capabilities [4] - A new open-source model, OpenScholar, developed by the University of Washington and the Allen Institute, matches human experts in citation accuracy [4] - Adobe's Firefly platform now offers unlimited AI image and video generation services to paid subscribers, enhancing creative efficiency [4] Industry Tracking - Tianbing Technology's satellite launch facility passed pre-acceptance review, aiming to double launch efficiency and reduce costs by over 30% [5] - Faraday Future introduced three series of EAI robots, including humanoid and quadruped models for various applications [5] - A Chinese team successfully opened the blood-brain barrier non-invasively for glioma patients, significantly improving drug concentration in tumor areas [5] - Asahi Kasei developed a new PFAS-free polyamide material for low-friction applications, maintaining stable performance under high load and temperature [5]

(格隆汇) 1. 美国三大股指期货齐跌，纳指期货跌0.36%，标普500指数期货跌0.24%，道指期货跌0.13%。 2. 欧股主要指数涨跌不一，德国DAX指数跌0.62%，英国富时100指数跌0.39%，法国CAC指数涨 0.01%，欧洲斯托克50指数跌0.34%。 3. Alphabet Q4业绩全面超预期，今年资本支出指引接近翻倍至1750亿-1850亿美元。 4. 高通第二财季营收及调整后每股收益指引逊于预期，手机芯片业务受制于供应链瓶颈。 5. Arm第三财季营收同比增长26%至12.4亿美元，本季营收指引不及最乐观预期。 6. 索尼第三财季经营利润同比增长22%至5150亿日元，PS5全球累计出货量突破9220万台。 7. 壳牌Q4调整后净利润同比下降11%至32.6亿美元，维持每季35亿美元的股票回购计划。 8. 社交平台公司Snap去年Q4意外录得净利润4520万美元，拟回购5亿美元股票。 9. 1月ChatGPT在美国的市场份额降至45.3%，Gemini和Grok市占分别升至25.1%和15.2%。 10. 美国总统特朗普称不会介入奈飞与派拉蒙争夺华纳兄弟探索的交易。 11. 台积电拟在日 ...

贾跃亭发布人形机器人 北京时间2月5日早上7:30，FF在拉斯维加斯举办美国国家汽车经销商大会活动上，举行FF首批具身智能（Embodied AI）机器人产品发布会。此 前，FF从上市到几近破产，去年4月，贾跃亭重新出任FF的Co-CEO，试图重塑FF。身背巨额债务的贾跃亭，自2017年7月赴美创业，已八年未回 国。 黄仁勋驳斥AI引发的软件股抛售潮为"世界上最不合逻辑的事情" 英伟达首席执行官黄仁勋表示，本周市场因担心人工智能带来的颠覆性影响而抛售软件股，这毫无道理。英伟达的设备位于全球人工智能数据 中心建设的核心。黄仁勋在思科周二晚些时候的一场活动中表示，软件产品是工具，人工智能会使用这些工具，而不是重新发明它们。 中国最大国产AI算力池上线 贾跃亭称，FF发布三大系列EAI机器人：Futurist系列是全尺寸职业型具身智能人形机器人；Master系列是运动型具身智能人型机器人；Aegis系 列是安防和陪伴型专业四足具身智能机器人。发文配图显示，Futurist系列机器人定价34990美元起，Master系列机器人定价19990美元起，Aegis 系列机器人定价2499美元起。 马云现身阿里总部千问春节项 ...

1.【迪拜版"硅谷"35亿美元大扩建，打造全领域未来科技创新基地】阿联酋宣布启动迪拜硅谷绿洲扩 建工程，投资额达35亿美元。扩建计划包含IO区与第14号街区两大项目，其中IO区投资额达30亿美 元，侧重于提供有助于促进未来技术发展的基础设施，目标优化迪拜的研发创新系统；第14号街区第 一阶段总投资达5亿美元，将作为提供优质体验的住宅生活区。（财联社） 2.【首届特种机器人科产融合大会举办】1月22日，由中国特检院牵头组织的"首届特种机器人科产融 合大会"在辽宁省大连市举办。大会以"特种机器人科产融合与场景培育"为主题，深入贯彻落实党中 央、国务院关于加快高水平科技自立自强，推动科技创新与产业融合发展的决策部署，按照市场监管 总局党组部署要求，聚焦特种机器人前沿科创动态与产创实践路径开展深入交流，加快推进特种机器 人科技与产业的深度融合。大会取得两项重要成果：一是正式发起成立"特种机器人百人会"，由中国 特检院、中国科学院沈阳自动化研究所总召集，百余名特种机器人领域颇有建树的中青年科学家组 成，旨在构建"政产学研金服用"一体化创新体系，推动技术转化、场景落地和产业协同。二是发布 《特种机器人发展（大连）倡议》， ...

贾跃亭此次还公布了该款EAI机器人的局部设计图。公司计划于2月4日在美国拉斯维加斯举行的NADA Show经销商大会上，举办EAI机器人产品终极发布会暨招商大会。FF表示，其机器人战略将结合Web3 与区块链技术，并致力于将汽车领域积累的AI能力迁移至机器人研发。 凤凰网科技讯 1月26日，Faraady Future（FF）创始人、联席CEO贾跃亭在周报中透露，FF已完成首款 EAI机器人法规认证，其它首批产品的法规认证也在快速推进，有望完成并实现"发布即销售，销售即 交付"的策略，目标是发布当月即开启交付。 周报同时披露，资产管理机构贝莱德在去年第四季度增持了FF股票。根据相关文件，截至2025年12月 31日，贝莱德持有约950万股FF普通股，较去年9月底的持仓量增长约40%。此前有华尔街机构给予 FF"买入"评级，目标价为5美元。 ...

1月26日，Faraday Future（简称"FF"）消息，已完成首款EAI机器人法规认证，并公布了机器人局部设 计图，其它首批产品的法规认证也在快速推进，目标是发布当月即开启交付。 ...