12月27日消息，据报道称特斯拉首席执行官埃隆・马斯克（Elon Musk）昨日发文表示，xAI公司的AI模型Grok与特斯拉的人形机器人Optimus将成为全民更 好的医疗选择。 一男子在加拿大诊疗室因等待时间过长去世，马斯克据此发文表示，"政府医疗保健就像把车管所（DMV）当成你的医生一样"此比喻意指政府医疗系统效 率极低。此外他还称Grok和Optimus将为全民带来更卓越的医疗保健服务。 此前马斯克提出，通过xAI的Grok模型实现智能诊断，结合特斯拉Optimus人形机器人执行外科手术，将彻底打破优质医疗资源的稀缺性。其核心逻辑是： 人类医生数量有限且培养成本高，而AI与机器人可规模化生产，每台手术成本低至2万-3万美元，未来全球部署300亿-400亿台后，将让"每个人享受顶尖外 科服务"。此外还称Optimus能完成人类难以操作的高难度手术，如心脏或脑部精密操作，精度达"超人级"。 图源IT之家 ...

文/杨剑勇 值得一提的是，中国具身智能机器人迎来爆发式发展阶段。IDC预测，2025年中国具身智能机器人用户支出规模预计超过14亿美元，到2030年将飙升至 770亿美元，年均复合增长率高达94%。 优必选作为炙手可热的人形机器人厂商，其技术突破与商业化进展始终备受市场关注。近日，拟超16亿收购锋龙股份，引起市场强烈反响，锋龙股份随即 收获两连板涨停。 作为一家制造型企业，锋龙股份凭借成熟的供应链体系与精密加工能力，优必选以"协议转让+要约收购"的组合方式收购43%股份，总价16.65亿元。由 此，成功搭上人形机器人产业快车，引发价值重估。 锋龙股份是一家深耕园林机械及发动机、液压控制系统及汽车零部件的制造企业，2025年前三季度营收3.73亿元，同比增长9.47%；净利润为2152万元， 同比增长1715%。盈利大幅上涨，主要原因系园林机械板块和汽车零部件板块收入上涨。 作为一家传统的制造业公司，拥有扎实的精密制造能力、成熟的供应链体系，此次战略收购后，是优必选完善产业链布局、强化核心竞争力的重要举措。 未来，优必选还将依托自身在人形机器人领域的技术优势与商业化经验，结合锋龙股份的制造与供应链能力，深化产业 ...

Core Insights - The AI industry is transitioning from a focus on model performance to a comprehensive competition involving technology systems, business paths, infrastructure, and ecosystem building for 2026 [4][12]. Group 1: Major Players and Competitive Landscape - Google has established a significant user mindshare barrier in multimodal tasks with its Gemini model, despite ChatGPT being preferred for text-based interactions [6][7]. - OpenAI may experience a rebound in 2026 as supply chain issues are resolved, potentially leading to increased user engagement and product capabilities [13][14]. - Anthropic is positioned as a strong player in the enterprise AI market, focusing on B2B applications and addressing pain points more effectively than competitors [15][16]. - Meta is projected to achieve an annual AI revenue scale of $60 billion, benefiting from improved advertising efficiency due to AI applications [18][20]. Group 2: Technological Developments and Trends - The World Model is seen as a critical differentiator in the next generation of AI technology, with companies like Meta exploring human-like evolution in AI understanding [28][31]. - The competition for AI application entry points is intensifying between operating system providers and app developers, with both sides facing unique challenges [32][34]. - The development of edge AI is driven by user demands for data sovereignty and privacy, leading to increased hardware requirements for local processing [40][41]. Group 3: Infrastructure and Bottlenecks - Optical communication and interconnect technologies are expected to see explosive growth, with Google’s Optical Circuit Switching technology being a key focus [48]. - Storage is transitioning from a cyclical to a growth trend, driven by enterprise AI demands and the need for extensive data retention [49][52]. - Power consumption is becoming a significant bottleneck for AI development, with the need for efficient energy solutions becoming critical as demand increases [53][54]. Group 4: Market Applications and Future Outlook - Enterprise AI is anticipated to penetrate various sectors, including finance and HR, with tangible products expected to emerge by 2026 [55][60]. - The integration of AI into prediction markets may shift the focus from gambling to rational risk hedging, enhancing decision-making capabilities [61][63]. - The Agent model is expected to proliferate in payment automation and e-commerce, streamlining operations across platforms [64].

站在25年OpenAI所代表的人工智能已有三年、产业风风火火投AI之际，海豚君通过最近几篇分析认为，26年AI关键是看算力降本、AI投入在软件和硬件 两侧落地。且新硬件落地的机会才是真正的增量机会。 这边，特斯拉Optimus量产时间正越来越近，人形机器人有望成为承载AI智能的主要载体，并且深刻改变人类的交互和生产力方式。 基于此，海豚君启动了对机器人产业链的研究。本篇为第一篇，更多是从产业和基础研究视角，从上游开始，分析人形机器人在零部件生产和降本上的难 度和机会，重点集中在以下几个问题： 一、人形机器人产业链是由哪些环节组成的？ 二、这些硬件的产业化难点？ 三、人形机器人硬件机会看什么？ 以下是详细分析 一、人形机器人，生而AI 先说一个基础概念——人形机器人的两大核心特征，人的"形体"和人的"大脑"。因为是人形，基本对应有胳膊、腿、头，能直立行走等核心特征，基本要 实现功能多样性。 而有人的"大脑"，核心是多模态感知能力、持续学习、和决策能力。人形+类人大脑合起来的目的就是通用性。简单来说，就是不能只会站着走路，要既 会搬箱子，也会煮咖啡，既能搬运重物，也能进工厂打螺丝。 且这些技能不是事先设定好的程序 ...

Core Insights - Tesla is making significant progress on its robotaxi rollout, with plans to start production of the Cybercab in April 2026, which is expected to be a crucial development for the company's stock price [2][5][12] Group 1: Tesla's Future Products - In 2026, Tesla plans to produce three new products: the Tesla Semi, the Optimus robot, and the Cybercab, with the robotaxi service being the most impactful for the company's value [2][3] - CEO Elon Musk believes that 80% of Tesla's future value could come from the Optimus robot, while the Tesla Semi could revolutionize the heavy-duty truck market [3] Group 2: Robotaxi Market Potential - Cathie Wood from Ark Invest predicts that by 2029, 88% of Tesla's enterprise value could come from robotaxis, highlighting the potential for a recurring revenue stream from ride-hailing services [4] - The rollout of Tesla's robotaxi service is expected to significantly drive the company's value, although it currently relies on Model Y vehicles instead of the Cybercab [4][5] Group 3: Production and Regulatory Challenges - Tesla needs to start mass-producing Cybercabs and secure regulatory approvals for unsupervised full self-driving (FSD) software to enable Tesla owners to participate in the robotaxi service [5][9] - Musk expressed confidence that the rate of regulatory approvals will align with Cybercab production, citing favorable accident statistics and the deployment of rival Waymo's robotaxis as positive indicators [8][11] Group 4: Safety Data and Testing - Tesla has accumulated 6.9 billion miles of data from vehicles with supervised FSD, indicating better safety performance than human drivers, although critics argue that there is limited safety data for robotaxis without safety drivers [14] - Driverless robotaxis are currently being tested in Austin, but there are concerns about the adequacy of early approvals for unsupervised operation to justify mass production of Cybercabs [12][15]

华鑫证券近日发布电力设备行业周报：从制造端来看，今年1-10月各环节增速明显放缓，其中多晶硅产 量同比下降29.6%至113万吨，硅片产量同比下降6.7%至567GW，电池片产量同比增长9.8%至560GW， 组件产同比增长13.5%至514GW；需求端则呈现"先扬后抑"特征，1-10月国内光伏装机规模达 252.87GW，同比增长39.5%，其中1-5月新增装机198GW，同比增长150%，而6月后新增并网装机显著 回落，6-10月新增装机同比下滑46.1%。 以下为研究报告摘要： 投资要点 光伏行业大会聚焦反内卷，多晶硅平台公司成立 当前光伏"反内卷"初见成效，主产业链各环节盈利逐步改善，企业亏损收窄，行业价格体系正逐步修 复。展望2026年，光伏行业或面临新增装机增速放缓与产业链阶段性供需失衡并存局面，但与此同时， 随着"反内卷"行动强化，行业出清也有望全面加速，市场格局或将迎来深度重塑。 特斯拉发布Optimus年度报告 12月19日特斯拉发布《特斯拉人形机器人2025年度报告》视频回顾，展示了Optimus从基础的运动控制 到复杂场景交互的演变过程：5月，Optimus展示出初步的肢体协调能力，掌握 ...

Andrei Stanescu / Getty Images According to the European Automobile Manufacturers’ Association (ACEA) November report on EU car registrations, the figure for Tesla Inc. (NASDAQ: TSLA) decreased 34.2% to 12,130. For the first 11 months of the year, they were down 38.8% to 129,024. The declines are part of a larger problem that runs from China to the United States. It also shows the extent to which the company’s strong stock performance this year is based on founder and CEO Elon Musk insisting that Tesla is ...

Investor Gary Black has shared his insight into Tesla Inc.'s (NASDAQ:TSLA) recent stock surge as the year draws to a close.‘I Love The Tesla Story,' Says Gary BlackSharing his thoughts on Tuesday on X, the investor called Tesla the "most profitable EV business model on the planet," and added that the company's Optimus production next year, scaled-up autonomous driving tech, as well as CEO Elon Musk's commitment, were positives for the company. "I love the $TSLA story," Black said.However, the investor share ...

Key Points Major progress with full self-driving technology and Optimus robots can completely change the picture. The current P/E ratio underscores just how bullish market participants have become toward this business. Investors who view the company in its current state will stay far away from the stock. These 10 stocks could mint the next wave of millionaires › In typical fashion, shares of Tesla (NASDAQ: TSLA) have exhibited extreme levels of volatility, swerving between lanes of pessimism and ...

12月23日，A股震荡分化，上证指数微涨0.07%，机器人板块午后维持水下震荡，截至收盘，机器人ETF基金（159213）两连阳后首度回调，收跌0.79%，资 金逢跌抓紧跑步进场，机器人ETF基金（159213）全天获超340万元净流入！ 机器人ETF基金（159213）标的指数成分股多数回调，大族激光微涨0.58%，拓普集团、机器人等跌超1%，中控技术、双环传动等回调。 【机器人ETF基金（159213）标的指数成分股】 | 序号 | 代码 | 名称 | 申万―级行业 | 涨跌幅 | 估算权重 ▼ | | --- | --- | --- | --- | --- | --- | | 1 | 002230 | 科大讯飞 | 计算机 | -0.88% | 10.35% | | 2 | 300124 | 汇川技术 | 机械设备 | -0.34% | 10.23% | | 3 | 601689 | 拓置集团 | 汽车 | -1.29% | 7.83% | | 4 | 002236 | 大华股份 | 计算机 | -0.32% | 4.75% | | 5 | 688169 | 石头科技 | 家用申器 | -1.40% | ...