July 16, 2025 11:34 AM GMT China Industrials | Asia Pacific Industrial Robot Operations Tracker - Solid Growth Continues Key Takeaways aggregate in June, and total China industrial robot production also remained robust -30% -20% -10% 0% 10% 20% 30% 40% -80% -60% -40% -20% 0% 20% 40% 60% 80% Foreign players domestic sales YoY China industrial robots shipment YoY China YTD industrial robot production y-y (RHS) Source: MIR, NBS, Morgan Stanley Research. Note: Industrial robot shipment include ABB, Fanuc, Kuka ...

Tesla is stealing the headlines with its latest robotaxi service, which recently launched in Austin, Texas. Rivian Automotive (RIVN 6.08%), meanwhile, has stayed in the shadows due to a lack of flashy milestones. But if you're looking to buy an exciting electric car stock that could one day become the next Tesla, it's time to take a closer look at Rivian.In 2026, everything will change for RivianRight now, Rivian shares trade at a sizable discount to competitors like Lucid Group and Tesla. Lucid stock trade ...

Dan Ives, a notable analyst at Wedbush Securities, has a $500 price target on Tesla (TSLA 3.13%) stock -- the highest of any analyst. Why is he so bullish? It all comes down to a $1 trillion opportunity that he thinks should send Tesla's stock price soaring for years to come. Ives loves Tesla's robotaxi divisionWhen it comes to electric car stocks, Tesla is king. The company produces more electric vehicles than any other automaker in North America. But it's not vehicle manufacturing that has Ives excited. I ...

Group 1 - Tesla has launched its robotaxi service in Austin, Texas, but its shares have decreased by 20% over the past six months, presenting a potential buying opportunity for investors [1] - The robotaxi division could tap into a $10 trillion global market, making Tesla's current valuation appear justified despite trading at 11.5 times sales compared to competitors like Rivian and Lucid [2] - Cathie Wood predicts the autonomous taxi market could reach $8 to $10 trillion, with Tesla's share price potentially hitting $2,600 in five years, largely driven by the robotaxi opportunity [3] Group 2 - Analyst Dan Ives estimates that the robotaxi opportunity could add $1 trillion to Tesla's market cap by the end of 2026, indicating significant growth potential [5] - While the full realization of the robotaxi opportunity may take years or even decades, Tesla benefits from strong brand recognition and access to capital, allowing it to raise funds without heavily diluting current shareholders [6] - The combination of brand strength and capital access positions Tesla as a long-term investment for those bullish on the robotaxi market [7]

Uber正在全球集齐L4中国军团。 这不，刚和中国Robotaxi巨头们——萝卜快跑、小马智行及文远知行——全部达成合作，Uber转头又找上了一家复旦校友创办的L4公司，Nuro。 Uber最近宣布，将为其投入数亿美元资金，支持未来6年超过2万台无人车的落地。 原型车现在已经在Nuro的试验场中测试，首批车队明年就开始投放。 杰西卡 发自 副驾寺智能车参考 | 公众号 AI4Auto Robotaxi的宏大故事，很快就会加入新人讲述。 复旦校友的L4技术，Uber数亿美元押注 Uber最新官宣，要打造一支属于自己的Robotaxi车队了。 这次不是"闭门造车"，Uber选择把技术和造车都交给更专业的人。 一位是Uber的老朋友——复旦校友朱佳俊创办的L4公司Nuro，另一位是美国豪华纯电品牌Lucid，两家公司将为Uber量身打造"下一代高端全球Robotaxi项 目"。 三方计划，未来6年内，将在美国部署2万辆以上的Robotaxi——平均下来，每个季度要投放833辆车。 Lucid方面，已确认会得到Uber3亿美元（约21.5亿元）的支持。 车队归Uber或其第三方车队管理合作伙伴所有，首批Robotax ...

Uber drivers are waiting to see the company's future driverless cars successfully dodge potholes before they start looking for new jobs. On Thursday, Uber said it would invest $300 million in electric vehicle maker Lucid as part of a deal to put robotaxis on the roads of a major US city in 2026. Uber is also partnering with startup Nuro on the autonomous driving technology.The deal comes as competitors already have driverless cars on the streets. Waymo is ferrying riders around cities like Phoenix and San ...

以下文章来源于爱冲浪APP ，作者爱冲浪 爱冲浪APP . 热门AI产品与应用，交流与评测社区 头图丨AI生成 出品丨爱冲浪 浪岛这7个特色帖，藏着AI圈子里鲜活的真人故事、行业争议。没有生硬分类，只有浪岛er玩AI时的折腾、 吐槽、对行业事件的围观和共鸣—— 产品使用类：工具玩成"真人故事局" AI工具哪有那么多"完美教程"？浪岛er玩工具，玩的就是"手忙脚乱+意外惊喜" 的真实感。他们不晒功能 参数，只唠"上传照片手抖""改提示词到崩溃"的糗事，把AI工具从"科技产品"变成 "能圆梦、能种草的生 活帮手"，让每个玩AI的人都能找到 "啊，我也是这样"的共鸣。 1.用 Vidu 圆梦 "马斯克看火箭发射" 浪岛：AI提示词分享岛 没有官方教程式的枯燥讲解，浪岛er："人工智能与龙共弈"唠起圆梦糗事。没讲 "Vidu 功能多牛",而是说： 上传马斯克照片手抖、改提示词改到崩溃，最终生成 "和马斯克观看火箭发射" 的视频时兴奋尖叫，还晒 出"虚拟同框" 成果。把 "工具玩法"变成"真人圆梦故事"，互动直接拉满。 2."美图 AI Agent 实测，唠出工具真香与安利" 浪岛：AI萌宠 浪岛er：" 山外的喵渔 ...

大家好我是大鱼 今天的资讯 包括下面几个消息 1. Q2 财报会带来惊喜吗？ 2. 特斯拉生产经营 方面的消息 关注这些领域的朋友 不要错过 今天重要的内容 OK let's go 先说特斯拉的股票 周五收盘是329.65% 全天上涨了10.24%美元 涨幅是3.21% 美国三大股指 纳指上涨0.02% 道指下跌0.33% 标普下跌0.02% 第一部分 Q2 财报会带来惊喜吗？ Tesla即将于7 月23 日 也就是下周三 公布第二季度财报 市场焦点不仅在于 财务数据 更在于其 AI 技术的进展 Tesla 股价目前330 美元 较2024 年12 月18 日的 历史高点479.86% 美元 下降约31% 但较52周低点182 美元 回升了81% 这些波动反映了 Tesla 面对的挑战与机遇 特别是市场对其 从汽车制造商 向AI 与机器人 公司转型的期待 Tesla 的股价表现 与其业务策略 密切相关 我们回顾一下 近几年的几个 关键阶段 2023 年的时候 Tesla 每个季度都因为 运营表现不佳而承压 当时市场 对Tesla的AI 愿景 如全自动驾驶 和人形机器人 普遍都持怀疑态度 认为距离达成还遥遥无期 ...

招商证券（香港）最新行业报告显示，全球人工智能机器人行业正迎来技术迭代与商业化落地的关键转折点： 通用人形机器人虽仍需时间培育，但工业协作、商业服务、家庭陪伴等垂直领域的专业机器人已率先突破，开 启万亿级市场的序幕。 报告指出， 通用与专业双线并行，技术突破重塑产业生态 ， 机器人 行业格局 正迎来重塑。 ▍ 多点开花的机器人 报告指出，人工智能与机器人技术的融合正推动整个行业发生深刻变革 ， 使得 全球机器人产业正呈现 "通 用机型蓄力突破，专业机型多点开花"的发展态势。通用人形机器人由于需要突破模型算法、数据积累、硬件 协同等多重技术瓶颈，预计将在 2028-2030 年迎来爆发期，到 2035 年全球市场规模有望达到 500 万台 以上。 在行业技术和厂家未成熟之前，先寻求在某个细分场景单点突破以打开局面是最现实的发展路径。因而垂直领 域的专业机器人当前 有望 率先突破，行业百花齐放 ， 展现出强劲的增长动能。 其中， 工业协作机器人成为率先落地的 "主力军"。数据显示，工业协作机器人 2023 年市场规模已达 7.89 亿美元，预计 2028 年将增至 27.8 亿美元， 2023-2028 年复合年 ...

SoundHound AI, one of the most popular artificial intelligence (AI) stocks of last year, has fallen from grace in 2025 ... so far.What if I told you that there is an artificial intelligence (AI) stock that outperformed both Nvidia and Palantir Technologies last year?That's right: In 2024, shares of SoundHound AI (SOUN 1.38%) rose by 836%, handily outperforming some of the biggest darlings of the AI narrative.This year has been a different story, however. Through the first half of the year, SoundHound AI sto ...