每经编辑｜吴永久 周五，人形机器人、固态电池、芯片板块跌幅居前，红利板块中的水务、供气供热、煤炭涨幅居前，市场避险情绪上升。 消息面上，媒体报道，由于技术问题，电动车巨头特斯拉已决定放弃原定今年生产数千台Optimus人形机器人的计划，使马斯克在机器人领域的雄心暂时 受阻。此前，马斯克计划明年生产5万台Optimus并将其送上火星，此目标先被下调至明年2000台，至今年7月实际产量仅数百台，不到原计划的十分之 一，如今更面临全面停产。 在每日经济新闻App举办的掘金大赛中，第75期比赛于周四开赛，多位选手报名入场。大赛为模拟炒股，模拟资金50万元。报名时间为10月1日至10月17 日，比赛时间为10月9日至10月17日。正收益就获奖，报名就拿福利！ 每期比赛的税前现金奖励为：第1名奖励688元，第2~4名奖励188元/人，第5~10名奖励88元/人，其余正收益选手均分500元正收益奖。月度积分王的税前 现金奖励为：第1名奖励888元，第2~4名奖励288元/人，第5~10名奖励188元/人，第11~30名奖励68元/人，第31~100名奖励18元/人。 为方便选手了解有价值的信息，与高手交流市场热点和投资技巧 ...

科技股的不利信息接踵而至！ 就在刚刚，机器人的变数也来了。据外媒报道，由于技术问题，电动车巨头特斯拉已决定放弃原定今年生 产数千台Optimus人形机器人的计划，使马斯克在机器人领域的雄心暂时受阻。 当地时间10月9日，Figure发布首个专为量产设计的通用型人形机器人（区别于前两代原型机），目标覆 盖家庭、工业等多场景。此次发布引发市场关注。但人形机器人方向走在前列的特斯拉的动向无疑更受关 注。这给这个行业及相关股票亦带来了较大变数。今天，机器人板块亦是大幅杀跌。 突传停产 根据《The Information》报道，特斯拉工程团队在Optimus手部与前臂设计上遭遇重大技术瓶颈，无法 实现类人灵活操作。团队成员指出，这是整个工程中最具挑战性的部分。 牛市来了还没上车？上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限 量发放！先到先得！ 另外，不少机构此前认为，人形机器人产业正迎来前所未有的海内外共振机遇，特斯拉Gen3机器人即将 定型量产，国内宇树、智元等头部企业加速资本化，开源证券甚至预测2026年国产机器人出货量将实现 10倍增长。 机构认为，2025年四季度，机器人行业站在了 ...

科技股的不利信息接踵而至！ 就在刚刚，机器人的变数也来了。据外媒报道，由于技术问题，电动车巨头特斯拉已决定放弃原定今年 生产数千台Optimus人形机器人的计划，使马斯克在机器人领域的雄心暂时受阻。 当地时间10月9日，Figure发布首个专为量产设计的通用型人形机器人（区别于前两代原型机），目标 覆盖家庭、工业等多场景。此次发布引发市场关注。但人形机器人方向走在前列的特斯拉的动向无疑更 受关注。这给这个行业及相关股票亦带来了较大变数。今天，机器人板块亦是大幅杀跌。 突传停产 根据《The Information》报道，特斯拉工程团队在Optimus手部与前臂设计上遭遇重大技术瓶颈，无法 实现类人灵活操作。团队成员指出，这是整个工程中最具挑战性的部分。 早在今年6月，来自供应链的消息便显示，特斯拉已暂停采购Optimus 零部件，集中调整人形机器人的 软硬体技术细节。 在硬件方面，Optimus的关节电机在搬运重物时容易过热，温度甚至飙升至警戒线，迫使机器人降速或 停机，且目前2.3kWh电池仅能支持不到2小时的持续运作，无法满足工业应用需求。 特斯拉人形机器人的安全问题也备受关注。 此前，50岁员工Pete ...

科技股的不利信息接踵而至！ 就在刚刚，机器人的变数也来了。据外媒报道，由于技术问题，电动车巨头特斯拉已决定放弃原定今年 生产数千台Optimus人形机器人的计划，使马斯克在机器人领域的雄心暂时受阻。 当地时间10月9日，Figure发布首个专为量产设计的通用型人形机器人（区别于前两代原型机），目标 覆盖家庭、工业等多场景。此次发布引发市场关注。但人形机器人方向走在前列的特斯拉的动向无疑更 受关注。这给这个行业及相关股票亦带来了较大变数。今天，机器人板块亦是大幅杀跌。 根据《The Information》报道，特斯拉工程团队在Optimus手部与前臂设计上遭遇重大技术瓶颈，无法 实现类人灵活操作。团队成员指出，这是整个工程中最具挑战性的部分。 此前，马斯克计划明年生产5万台Optimus并将其送上火星，此目标先被下调至明年2000台，至今年7月 实际产量仅数百台，不到原计划的十分之一，如今更面临全面停产。 另外，不少机构此前认为，人形机器人产业正迎来前所未有的海内外共振机遇，特斯拉Gen3机器人即 将定型量产，国内宇树、智元等头部企业加速资本化，开源证券甚至预测2026年国产机器人出货量将实 现10倍增长。 ...

马斯克 凤凰网科技讯 北京时间10月9日，路透社周四发文称，特斯拉授予其CEO埃隆·马斯克(Elon Musk)的高 达1万亿美元薪酬方案暗藏玄机。即便马斯克未能完成大部分目标，这份创纪录的薪酬方案也能让他获 得数百亿美元的报酬。 今年9月，当特斯拉董事会向马斯克提供企业史上最丰厚的CEO薪酬方案时，它向投资者保证，马斯克 必须实现相当于"火星探险"那样的业绩目标，才能在10年内获得价值8780亿美元的特斯拉股票。 特斯拉董事会的提案称，马斯克必须在机器人、自动驾驶以及股票价值和利润方面"彻底改变我们所熟 知的特斯拉和社会"。相反，如果未能达成这些"极具雄心"的目标，马斯克将"一分钱也拿不到"。 捞钱很容易 然而，根据路透社对马斯克绩效目标的分析，以及十多位在高管薪酬、企业估值、机器人和汽车发展趋 势(包括自动驾驶)领域的专家意见，马斯克即便未能完成大部分目标，仍可能获得数百亿美元的回报。 路透社的分析发现，只要他达成特斯拉董事会设定的少数几个相对容易的目标(未必能从根本上改变特 斯拉的产品或业务)，他就可能拿到超过500亿美元的报酬。 根据调研公司Equilar为路透社所做的分析，即便马斯克仅完成两项最容易 ...

来源｜ 未来人类实验室 （ID：LabforAI） 封面来源 ｜ Unsplash OpenAI上线AI 视频生成应用 Sora，登顶苹果App Store OpenAI本周推出的AI视频生成应用Sora表现抢眼，凭借其独特的AI技术成功超越Google的Gemini和OpenAI的ChatGPT，成为苹 果App Store免费应用榜首。用户可以制作并分享由版权内容生成的 AI 视频，混剪他人视频并发布到类似社交媒体的内容流中。 该应用仅支持iOS设备，用户需通过邀请码获取访问权限。其背后的Sora2模型能生成高度逼真的场景和声音。OpenAI表示已采取 措施确保用户形象使用安全，但部分涉及OpenAI CEO Sam Altman的争议视频引发了关于其应用、危害及合法性的讨论。 （CNBC） 阿里云云栖大会升级全栈AI体系，未来三年投3800亿建云和AI基础设施 9月24日，2025年云栖大会上阿里云CTO周靖人发布7款通义大模型，覆盖语言、视觉、语音、多模态、编程全领域。 其中，旗舰模型Qwen3-Max参数超万亿，预训练数据达36T tokens，在编程、Agent工具调用等测试中超越GPT5、Cla ...

Group 1 - The company is engaged in the mining, selection, and smelting of tin, copper, and zinc, with steel resource reserves of 5,987 tons and an annual smelting capacity of 60 tons [2] - The company focuses on copper processing and trade, being a significant non-ferrous metal processing manufacturing base in China [2] - The company has a copper production capacity of 70,000 tons, with the second phase of copper mine production expected to commence next year [2] - The company is the largest copper concentrate and copper processing manufacturer in China, reporting a year-on-year net profit growth of 15.42% in the first half of the year [2] - The company signed a cooperation agreement estimating sales of nickel powder products between 4.3 billion to 5 billion yuan [7] Group 2 - The company is a leading supplier of automotive passive safety systems, with a year-on-year net profit growth of 30.85% [6] - The company focuses on lithium battery energy storage, offering products including lithium iron phosphate battery cells, modules, and energy storage battery systems [6] - The company has developed smart city and smart traffic products using streetlights as carriers, enhancing multi-functionality and technological advancement [8] - The company is involved in the research and development of solid-state battery polymer electrolytes, with industry-wide price increases in lithium battery materials [3] - The company has a significant presence in the photovoltaic sector, with a year-on-year revenue growth of 71.04% in its photovoltaic segment [4]

Education Sector - The National Smart Education Platform is advancing its application pilot work, emphasizing the role of digital technology, especially AI, in reshaping knowledge structures and educational methods [1] - The Chinese smart education market is projected to exceed 900 billion yuan by 2025, with a compound annual growth rate of 21% [1] - The Ministry of Education aims for 90% coverage of smart campuses in primary and secondary schools by 2025, indicating a shift from "tool empowerment" to "ecological reconstruction" in education [1] Superconducting Industry - A new world record of 35.1 Tesla for steady-state magnetic fields has been achieved by a collaborative effort led by the Chinese Academy of Sciences [2] - This breakthrough in superconducting technology is expected to enhance the domestic high-temperature superconducting materials industry and support applications in various fields such as MRI, aerospace, and efficient power transmission [2] - The global superconducting materials market is anticipated to exceed $25 billion by 2030, with significant growth expected in China's market share [2] Atomic-Level Manufacturing - The Central Political Bureau is discussing the inclusion of atomic-level manufacturing in the 14th Five-Year Plan, highlighting its strategic importance [3] - The focus will be on high-end manufacturing needs, including integrated circuits and aerospace, to enhance core materials and components [3] Macro and Industry News - The Central Political Bureau is formulating the 15th Five-Year Plan for economic and social development [4] - The National Development and Reform Commission is supporting the development of domestic computing power and models [4] - The Ministry of Industry and Information Technology aims for an average annual revenue growth of 3.5% in the machinery industry from 2025 to 2026 [4]

Group 1 - Company signed a technology development contract with Tsinghua University for the development of sodium-ion battery electrolytes and solid-state lithium-ion battery electrolytes [2] - Company has a leading position in the production capacity of potassium hexafluorophosphate and is closely monitoring the technology route for solid-state batteries [2] - Company is a global leader in lithium hexafluorophosphate and is focusing on the industrialization of certain materials for solid-state batteries [2] - Company has achieved customer certification for silicon-based anodes in the solid-state battery field and has reached cooperation agreements with several leading enterprises [2] - Company is actively engaging with solid-state and semi-solid battery manufacturers and has a leading position in the production of manganese-based battery materials [2] - Company acquired Jinli Co., focusing on technology layout in lithium-sulfur battery separators and solid-state electrolytes [2] - Company is a leader in lithium battery electrolytes and cathode materials, with solid-state electrolytes in the pilot testing phase [2] Group 2 - Company is advancing the mass production of humanoid robots and has developed electronic skin samples for humanoid robots [3] - Company is focusing on key components for humanoid robots and plans to establish a production capacity of 100,000 sets of ball screws by 2025 [3] - Company is a leading player in the boxboard paper industry and has invested in a fund that supports technology investments [3] Group 3 - Company is involved in the production and sales of non-ferrous and precious metals, including silver, tin, zinc, and lead [4] - Company has signed a cooperation agreement estimating sales of town powder products between 4.3 billion to 5 billion yuan [4] - Company is a major supplier of titanium raw materials and has signed a strategic cooperation agreement to expand its production capacity [4] Group 4 - Company is focusing on the development of new energy storage systems and has launched various storage solutions [6] - Company has a strong technical foundation in solar energy projects and is involved in multiple energy storage projects [6] - Company is a leading producer of phosphoric acid diammonium and plans to collaborate with a subsidiary of CATL in battery materials [6]

Group 1 - Xiangtan Shenhua is actively collaborating with solid-state and semi-solid battery manufacturers for sample delivery, with a manganese ore resource of 820,000 tons [2] - Foshan Technology has acquired Jinli Co., focusing on technology layout in lithium-sulfur battery separators and solid electrolytes [2] - Tesla is pushing for large-scale production of the Optimus humanoid robot, according to Elon Musk [2] - Daying Electronics has successfully developed a resistive electronic skin sample, aiming to expand into flexible tactile sensing products for humanoid robots [2] - Wanxiang Qianchao is working on key components for humanoid robots, planning to establish a production capacity of 100,000 sets of ball screws by 2025 [2] - Liangxing Paper is a leading company in the boxboard paper industry, investing 20 million yuan in the Rongteng Fund, which also invested in Yushu Technology [2] Group 2 - Wolong New Energy focuses on safety and economic issues in energy storage, launching various large-scale energy storage systems [3] - Xizi Clean Energy has deep technical expertise in molten salt and electrochemical energy storage, participating in multiple energy storage projects [3] - Donghua Technology has a strong market share in traditional coal chemical fields, with a cumulative capacity of 10 million tons/year in ethylene glycol [3] - Longhua Chemical is a major producer of polyether polyol products, which may have potential for high-temperature superconductors [3] - Ruijie Environmental has obtained a patent for a high-entropy metal compound catalyst for green methanol production [3] Group 3 - Kelu Electronics is a core supplier of smart meters for State Grid and Southern Grid [5] - Jiazhe New Energy, a leading wind power company in Ningxia, has a grid-connected capacity of 130 MW in photovoltaic power [5] - Daqing Huake, controlled by PetroChina, specializes in fine petrochemical products and health products [5] - Alibab's capital expenditure is expected to increase beyond 380 billion yuan [5] - Nengke Technology has seen an 18.75% year-on-year increase in net profit, focusing on smart manufacturing [6] - Wanli Stone, the first stone company listed in A-shares, plans to acquire mining companies for strategic mineral exploration [6]