Next Robot has unveiled an AI-powered cooking machine it believes has perfected the fine art of pasta preparation. (Photo by Gints Ivuskans/AFP via Getty Images) https://t.co/0fYL5zklVr https://t.co/JIiSfxIlhc ...

智元机器人、宇树科技作为国内人形机器人"第一梯队"选手，出货量行业领先，二者的产品矩阵各有特色。 目前，智元机器人拥有远征、精灵、灵犀三大机器人家族，产品覆盖交互服务、工业智造、商业物流及科研教育等多种商 用场景，预计2025年出货量将达数千台。7月9日，智元机器人在富临精工绵阳工厂开启了"全球首次通用具身机器人工业现场 常态化作业直播"，向公众呈现了人形机器人在工业场景中的稳定作业能力。具身智能技术正在从实验室走向产线、从概念验 证迈向商业化落地。 宇树科技以四足机器人起家，于2023年发布首款通用人形机器人产品H1，即春晚"扭秧歌"的同款。此后，宇树科技发布了 小尺寸人形双足机器人G1，即以拳击、舞蹈爆火出圈的同款。 本报记者 李如是 刘钊 《证券日报》记者从中国移动采购与招标网获悉，近日，上海智元新创技术有限公司（以下简称"智元机器人"）和杭州宇 树科技股份有限公司（以下简称"宇树科技"）中标"中移（杭州）信息技术有限公司人形双足机器人代工服务采购项目"。 根据该项目的比选公告，本次采购的项目总预算为1.2405亿元（含税）。采购包1为全尺寸人形双足机器人，预算为7800万 元（含税），最终中选人为智元 ...

The price of any good is determined at the margin, demand relative to supply. The math is mathin’ !Lorenzo Valente (@LorenzoARK):Since The Merge 1,030 days ago, only ~373k ETH net has been issued (accounting for the burn).In just the last 9 days, ETH ETFs have pulled in ~380k ETH.That’s 3 years of new supply eaten up in less than two weeks.Supply shock coming for BTC and ETH ...

北京时间7月12日，据彭博社报道，知情人士称，埃隆·马斯克（Elon Musk）旗下AI和社交媒体公司xAI 正在洽谈新一轮融资，估值最高可达2000亿美元。据知情人士透露，xAI最近筹集了100亿美元资金， 债务和股权融资各占一半。如今，该公司正计划再筹集100亿美元。2024年5月B轮融资时，xAI的估值 仅为180亿美元。知情人士表示，此次融资最早可能在下个月正式启动，有望成为xAI在不到两个月内 的第三次大规模融资。 不过，马斯克对此予以否认。马斯克在X上称："这些传言是假的。xAI目前并不在寻求融资，我们有充 足的资金。" 上周，xAI正式发布了Grok 4，这是该公司自2023年推出首代大模型以来的第四次重要迭代，号称是"世 界上最强AI模型"。 Grok 4系列包含Grok 4和Grok 4 Heavy两个版本，均为纯推理模型。Grok 4是单代理版本，Grok 4 Heavy 是多代理版本，支持四个代理同时工作，上下文窗口最高支持256k tokens。 根据xAI的内部基准测试结果，Grok 4在Humanity's Last Exam（一个涵盖数学、科学与语言等多学科、 约2500道题目的 ...

RT foks (@ExaltedFoks)Hyperliquid. https://t.co/8J6lMGkQ8n ...

Group 1 - The Schwab U.S. Dividend Equity ETF (SCHD) is highlighted as a preferred dividend growth ETF due to its very low expense ratio of 0.06% [1] - The ETF's lack of leverage is noted as a positive feature, contributing to its stability [1] Group 2 - The company invests significant resources, over $100,000 annually, into researching profitable investment opportunities [2] - The approach has garnered over 180 five-star reviews from satisfied members, indicating a strong track record of success [2]

In the world of American muscle cars, SUVs, and pickups, the HEMI is an icon. A big, loud eight cylinder engine found in many of the vehicles collectively known by the Mopar or Chrysler names. Hey.This ain't got a HEMI. Yeah, sweet. Even if you don't know what a HEMI is, you know the term.Oh, it's got a HEMI. It's associated with a muscle car. Era of the 60s.Obviously, there were a lot of very iconic, very powerful, very fast, very fun muscle cars. The HEMI was especially important to Stellantis profitable ...

Earnings Season Overview - The Q2 2025 earnings season has begun, with investment strategist Shay Boloor highlighting five stocks to watch across various sectors, including AI, connectivity, and next-gen infrastructure [1][2] Company Summaries Alphabet (NASDAQ: GOOG) - Alphabet is expected to report Q2 earnings of $2.16 per share and total revenue of approximately $93.6 billion, reflecting revenue growth [1] - In Q1 2025, Alphabet reported EPS of $2.81, beating expectations, with revenue of $90.23 billion, up 12% year-over-year [2] - The company announced a $70 billion share buyback and a 5% dividend hike [2] Robinhood (NASDAQ: HOOD) - Robinhood's stock has surged nearly 150% year-to-date, trading at $98, benefiting from the cryptocurrency boom and new retirement accounts [7][9] - Analysts project Q2 earnings of $0.30 per share and revenue of $882 million, with a focus on user growth and product expansion [9] AST SpaceMobile (NASDAQ: ASTS) - AST SpaceMobile is focused on delivering global satellite broadband directly to mobile phones, with a Q2 EPS loss projected at $0.19 and revenue expected to surge 472% to $5.15 million [10] - The company is working on the BlueWalker 3 satellite and plans for commercial deployment, although it remains a speculative investment [10] Oklo (NYSE: OKLO) - Oklo aims to commercialize compact nuclear reactors for AI data centers, with the stock rallying 156% year-to-date, trading at $56.08 [13] - The company is expected to report a Q2 loss of $0.12 per share, with no revenue as it develops its Aurora Powerhouse reactors [15] Advanced Micro Devices (NASDAQ: AMD) - AMD is projected to report Q2 earnings of $0.50 per share on $7.4 billion in revenue, with growth expected from Data Center and Client segments [16] - In Q1 2025, AMD reported EPS of $0.96, with revenue of $7.44 billion, up 36% year-over-year [17] - The stock has surged over 20% in the past month, trading at $146, with investors watching the impact of AMD's MI300X AI chips [19]

业 及 产 业 行 业 研 究 / 行 业 点 评 相关研究 黄俊儒 A0230123070011 huangjr@swsresearch.com 张淇元 A0230124080001 zhangqy@swsresearch.com 林起贤 (8621)23297818× linqx@swsresearch.com 联系人 证 券 研 究 报 告 证券分析师 林起贤 A0230519060002 linqx@swsresearch.com 袁伟嘉 A0230519080013 yuanwj@swsresearch.com 任梦妮 A0230521100005 renmn@swsresearch.com 夏嘉励 A0230522090001 xiajl@swsresearch.com 赵航 A0230522100002 zhaohang@swsresearch.com 研究支持 2025 年 07 月 13 日 美图戴维斯双击，重视 AI 应用商 业化兑现 看好 ——互联网传媒周报 20250707-20250711 本期投资提示： 请务必仔细阅读正文之后的各项信息披露与声明 本研究报告仅通过邮件提供给 中庚基 ...

证券研究报告 | 行业周报 gszqdatemark 2025 07 13 年 月 日 传媒 Grok 4 正式发布，豆神教育推出 AI class 行情概览：本周（7.7-7.11）中信一级传媒板块上涨 3.22%。本周传媒板 块在游戏板块带动下继续上涨，临近中报期重视中报预期较好公司的投资机 会。2025 年下半年传媒继续看好游戏等基本面驱动板块，同时弹性方向看好 AI 应用及 IP 变现。AI 应用聚焦新应用的映射投资及部分较成熟应用的数据跟 踪，重点关注 AI 陪伴、AI 教育及 AI 玩具方向。IP 变现聚焦有 IP 优势及全产 业链潜力的公司，潮流玩具、影视内容等方向有机会。 板块观点与关注标的：1）游戏：重点关注 ST 华通、吉比特、恺英网络、巨 人网络、神州泰岳、心动公司等，关注完美世界、冰川网络、华立科技等；2） AI：豆神教育、盛天网络、上海电影、荣信文化、盛天网络、中文在线、易点 天下、视觉中国、盛通股份、焦点科技、世纪天鸿、佳发教育等；3）资源整 合预期：中视传媒、国新文化、广西广电、华智数媒、吉视传媒、游族网络 等；4）国企：慈文传媒、皖新传媒、中文传媒、南方传媒、凯文教育、大晟 文 ...