Core Insights - Keurig Dr Pepper Inc. (KDP) is expected to report second-quarter 2025 results on July 24, with projected revenues of $4.14 billion, reflecting a 5.5% increase year-over-year [1] - The consensus estimate for KDP's earnings per share (EPS) is 49 cents, indicating an 8.9% growth from the previous year's 45 cents [2] Revenue and Earnings Expectations - KDP's second-quarter revenue is anticipated to be $4.14 billion, up 5.5% from the same period last year [1][8] - The expected EPS of 49 cents represents an 8.9% increase compared to the prior-year quarter [2][8] Segment Performance - The U.S. Refreshment Beverages segment is projected to be a key growth driver, with sales expected to reach $804 million, a 12.8% year-over-year increase [6] - The carbonated soft drinks (CSD) category, including brands like Dr Pepper and Canada Dry, is gaining market share due to innovations [5] - The Coffee segment is forecasted to see a decline in unit sales by 10.8% due to inflation and weak demand [8][9] Strategic Initiatives - KDP's strong performance is attributed to brand strength, strategic pricing, and innovation-led growth [4] - The recent acquisition of GHOST energy is expected to enhance market presence and contribute to sales growth [4][5] International Growth - KDP anticipates improved international growth driven by pricing strategies and strong brand performance in markets like Mexico and Canada [7] Valuation Metrics - KDP's stock is trading at a forward price-to-earnings ratio of 16.03x, below historical highs and industry averages, indicating potential value for investors [10] - KDP shares have increased by 7.2% over the past six months, outperforming the industry growth of 5.9% [11]

关于情感的界定，存在实在论与建构论之争。情感实在论认为，情感是自然的、先天的、普遍的，具有 明确的神经机制、生理指标与行为表现；而情感建构论主张，情感是社会的、后天的、特殊的，受到语 言、文化、规范、认知等因素的影响。互构论者认为，实在论与建构论互补地反映了人类情感的不同维 度。同样地，在AI领域，机器情感不仅具有实在性，遵循科学原理、技术规律、工程准则；还具有建 构性，受限于不同社会因素、服务于特定交互需求。当我们以建构主义的视角去审视机器情感，有助于 澄清一系列相关理论问题，如"机器情感是如何被实现的？""机器情感背后潜藏着何种风险？""机器情 感应如何被更好地发展？"等问题。其实，并没有一个实在的机器情感等待我们去认识，而是需要我们 去建构一个有益的机器情感的世界。 2024年被称为"人形机器人元年"。很多人预测，随着机器人大规模出现在普通人的家居生活环境中，人 与机器人之间进行情感交流将成为未来智能社会的常态。所谓机器情感、AI陪伴的实质是什么，对人 机交互、人机关系产生何种影响？比如说，从文化视角和性别视角，应该如何看待人机情感关系呢？人 与机器的情感交流，将会产生何种社会冲击，导致何种技术风险和技 ...

文 新浪财经欧洲站站长 郝倩 前几日在日内瓦看了一场小机器人足球赛，两个球队8只小机器人，只有两小只坚持到了最后。这个比 赛背后，却有个忧伤的故事。 踢球的小机器人是法国的NAO。生产这个小可爱的法国机器人公司Aldebaran，已经破产了。。 2005年在巴黎诞生的Aldebaran，是法国机器人企业界天花板，甚至说他是全球机器人界元老也不为 过。 可即使强大如软银和URG，都救不了Aldebaran，去年血亏2900万美元之后，这家公司终于最终走向破 产清算。 这场球赛中的双足迷你机器人Nao一度是机器人届的一哥，当红炸子鸡，足以让全欧洲人骄傲的存在。 他们公司还有一款机器人Pepper，一种轮式和平板交互的机器人。巧了，前两周在挪威一家卖场里就见 到过Pepper真身，是在一个当地小学生的"机器人比赛"的课余活动中。可见这家公司在欧洲市场的根基 之深。 然而，因为供应链的问题，这家公司的机器人生产成本昂贵，售价昂贵，后续使用费昂贵。 仅一个贵字，足以让这家法国机器人OG迟迟无法实现规模化落地。 2012年开始，先是被软银1亿美元收购 2022年又被德国联合机器人集团URG接手。 过去10年，在经历了破产 ...

Earnings Call Scheduled for 9:30 p.m. ET on August 3, 2025MILPITAS, Calif., July 14, 2025 /PRNewswire/ -- Zepp Health Corporation ("Zepp Health" or the "Company") (NYSE: ZEPP), a global leader in smart wearables and health technology, today announced that it will report its second quarter 2025 unaudited financial results on Sunday, August 3, 2025.Management will hold a conference call at 9:30 p.m. Eastern Time on Sunday, August 3, 2025. Listeners may access the call by dialing: US (Toll Free): +1-888-34 ...

Investment Rating - The report maintains a "Recommended" rating for the humanoid robot industry, indicating that the industry index is expected to outperform the benchmark index by more than 10% [28]. Core Insights - The humanoid robot concept index increased by 1.96% from July 6 to July 11, 2025, outperforming the CSI 300 index by 1.15 percentage points. Year-to-date, the humanoid robot index has risen by 38.26%, surpassing the CSI 300 index by 33.17 percentage points [2][12]. - The report highlights a significant acquisition by Zhiyuan Robotics, which announced plans to acquire a 63.62% stake in Shangwei New Materials for approximately 2 billion yuan. This acquisition is expected to be a landmark case for the humanoid intelligence sector on the Sci-Tech Innovation Board [5][24]. - The report emphasizes the rapid advancements in the humanoid robot sector, driven by increased financing, product innovation, and technological breakthroughs, suggesting that the trend towards humanoid intelligence is irreversible [5]. Weekly Market Review - The humanoid robot index saw the highest weekly gain from Haosen Intelligent (+31.10%) and the largest decline from Zhongjing Electronics (-13.78%) [17][18]. - The report notes that the Shanghai government is focusing on creating a demonstration area for various applications of artificial intelligence, with plans to establish a humanoid robot innovation center [20]. Weekly Hotspots Policy Developments - Shanghai has approved 82 large models for various applications, aiming to enhance AI integration across multiple sectors, including manufacturing and logistics [20]. - The West Lake District in Hangzhou is set to establish a humanoid robot pilot base, projected to generate over 10 billion yuan in industry output by the end of 2027 [21]. Product and Technology Iteration - Magic Atom launched the high-dynamic bipedal humanoid robot MagicBot Z1, which integrates high-performance reliability, an open AI ecosystem, and diverse application scenarios [21]. - Figure's CEO announced plans to triple the production of humanoid robots from July to September 2025 due to successful early progress in their manufacturing facility [21]. Investment and Financing - Several companies in the humanoid robot sector have secured significant funding, including Kuawei Intelligent, which completed several hundred million yuan in Series A financing, and Xinghai Map, which raised over 100 million USD in two rounds of financing [22][23]. - Zhiyuan Robotics' acquisition of Shangwei New Materials is highlighted as a major investment move within the industry [24]. Key Company Announcements - Shengshi Technology plans to participate in a public auction for humanoid robot assets in France, with a maximum investment of 28 million euros [26]. - Wanma Co. announced that its high polymer ultra-high voltage insulation material project will reach an annual production capacity of 60,000 tons upon completion [26].

4月25日开幕的瑞士Bea Spielt博览会上，Hape瑞士合作伙伴与Spielkiste联手，重点推出Hape全 新"Mormels & Peppers"系列玩具。该系列以培养儿童早期数学能力为核心设计理念，兼具教育价值与趣 味设计，凭借创新性获得现场宾客的高度赞誉，成为展会期间的"口碑单品"。 4月25日至27日，Toynamics德国亮相斯图加特Babini婴儿展，集中展示Hape 、Korko 、Ambosstoys 及 Senger 等集团旗下品牌的高品质产品。其中，融合益智与科技元素的"动感像素琴"凭借独特的交互设计 与音乐启蒙功能，成为全场瞩目的焦点，其背后体现的"创新性、可持续性与教育意义"三位一体的产品 理念，深刻打动了到场的零售商与消费者。紧接着，Toynamics德国又乘势参加了5月5日至8日在比勒费 尔德举办的EK FUN家庭订购博览会，与玩具零售商展开深度接洽。 2025年第二季度以来，Hape集团携旗下品牌Hape 、Korko 、Ambosstoys 等，密集亮相法国、西班牙、 瑞士、德国、意大利、英国等多国的专业展会及主题活动。通过精准的产品展示、沉浸式互动体验与深 度客户对 ...

7月10日晚间， 巴黎 商业法院，一场关乎机器人界"元老"命运的拍卖落槌。 曾以萌萌哒Pepper和Nao机器人风靡全球的法国先驱Aldebaran，在经历了破产、裁员、多次转手的颠沛流 离后，其核心资产的最终归宿，竟被一家来自中国的 上市 公司以 "难以置信"的90万欧元（约合人民币7 5 0 万元）拿下！ 买主是谁？ 2012年，由于入不敷出， Aldebaran 陷入 颠沛的"卖身"之路， 先 被软银 1亿美元收购，后更名为软银机 器人欧洲；2022年又被德国联合机器人集团（URG）接手，并短暂改回Aldebaran之名。URG曾尝试推出酒 店机器人Plato，但未能止血。 在 世 界 关 注 的 目 光 中 ， 当 天 夜 里 ， 市 场 消 息 就 传 出 ， 深 交 所 上 市 的 " 智 慧 口 岸 第 一 股 "—— 盛 视 科 技 （002990.SZ） 成功拍的 。 这笔被业内称为"抄底"的交易，不仅让盛视科技瞬间获得了全球知名的人形机器人品牌与技术遗产，更可能改 写全球服务 人形 机器人市场的格局！ ▍ 到底买到了什么？ 从公告来看， 盛 视科技 确实是 "白菜价"购得 了 核心资产： ...

Core Insights - Keurig Dr Pepper (KDP) is expanding its presence in the energy drinks market through a diverse portfolio that includes acquisitions and partnerships, such as GHOST Energy and C4, while also supporting emerging brands like Bloom Sparkling Energy and Black Rifle Energy [1][2]. Group 1: Energy Drinks Portfolio - KDP's energy drinks portfolio achieved a 6.4% constant currency net sales growth in Q1 2025, with GHOST Energy contributing 4.8 points to volume mix growth and experiencing double-digit retail growth [3][9]. - The multi-brand strategy allows KDP to target different consumer niches, enhancing credibility and diversifying risk, with brands like C4 appealing to performance-focused consumers and Bloom targeting female consumers [2]. Group 2: Growth Outlook - KDP anticipates continued high growth in energy and sports hydration categories, supported by favorable consumption trends and planned innovations across its brands, despite macroeconomic uncertainties [4]. - The energy drink segment's growth is expected to mitigate challenges in other areas, such as coffee, reinforcing KDP's leadership in the broader beverage market [4]. Group 3: Financial Performance - KDP's shares have appreciated by 3.1% over the past year, outperforming the Zacks Beverages - Soft Drinks industry's decline of 2.0% and the broader Consumer Staples industry's return of 1.1% [5]. - The stock is currently trading at a forward 12-month price-to-earnings (P/E) multiple of 15.93X, which is below the industry's average of 17.99X, indicating it is undervalued compared to peers [10].

Core Viewpoint - The company, 盛视科技, has successfully acquired robotic assets from Aldebaran SAS for €900,000, aiming to enhance its global presence in the robotics sector and expand both ToC and ToB business lines [1][4]. Group 1: Acquisition Details - 盛视科技 announced its participation in the public auction of Aldebaran SAS's robotic assets, successfully winning the bid for €900,000 [1]. - The acquired assets include key technologies and brands from Aldebaran's Nao, Plato, and Pepper robot series [1]. - The company plans to establish 盛视技术法国有限公司 in Paris to manage and operate the acquired assets [1]. Group 2: Aldebaran Company Background - Aldebaran, founded in 2005 and based in Paris, is known for its humanoid robot design, development, and commercialization [1]. - The Nao robot, launched in 2006, is recognized as a benchmark tool for STEM education, utilized by thousands of universities and research institutions globally [2]. - The Pepper robot, introduced in 2014, is one of the first commercial robots capable of recognizing human emotions, widely used in various sectors including commercial services and healthcare [2]. Group 3: Strategic Direction - 盛视科技 aims to leverage Aldebaran's core team and technology to enhance its humanoid robotics business, focusing on integrating these assets into its existing operations [4]. - The company has a solid foundation in robotics, having developed various products including inspection and collaborative robots, and has expanded its business into smart transportation and smart airport sectors [4]. - 盛视科技 has achieved significant breakthroughs in overseas markets, covering countries such as the UAE, Saudi Arabia, and Oman [4].

Core Insights - Shengshi Technology (002990) successfully acquired the core assets of Aldebaran on July 10 [1] - Aldebaran, established in 2005 and headquartered in Paris, France, is a well-known company in the humanoid robotics sector, focusing on design, development, production, and commercialization [1] - Key products of Aldebaran include humanoid robots such as Nao and Pepper, which are recognized globally [1]