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ROBT: The Risk-Light Option Of AI Funds
Seeking Alpha· 2025-07-12 21:15
Core Viewpoint - The AI industry is expected to be the primary driver of technology growth in the upcoming years, with the First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) positioned to capitalize on this trend [1]. Group 1: Industry Insights - The AI sector is anticipated to lead technological advancements and growth, indicating a significant investment opportunity for stakeholders [1]. Group 2: Company Positioning - The First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) is strategically positioned to benefit from the growth of the AI industry, suggesting a focus on investments in this area [1].
X @Tesla Owners Silicon Valley
Tesla will takeover the ride-share market with Robototaxi. Do you know how big is ride-sharing market? https://t.co/NuPhTauwcw ...
X @The Wall Street Journal
How does a robot massage compare to a professional spa massage therapist and is the value there? Our columnist puts the two to the test.🔗: https://t.co/WsJ2sPt6Wg https://t.co/SAuVmiuJK5 ...
“Robotaxi第一股”小马智行遭做空,持续亏损引担忧
Guo Ji Jin Rong Bao· 2025-07-12 14:16
号称"全球Robotaxi第一股"的小马智行(PONY)被做空机构盯上了。 灰熊的报告援引疑似内部人士(apparent insider )的严重指控称,小马智行曾主动伪造其自动驾驶软件算法的数据。据称,管理层知晓此事却意图掩 盖。报告认为,这种行为极其鲁莽且危险,尤其是对于一家开发自动驾驶软件的公司而言。 灰熊的报告还指出,小马智行目前的经济状况似乎很糟糕,上市后财务状况恶化,公司严重依赖关联方交易。财报显示,2022年至2024年及今年一季 度,小马智行营业收入分别为6839万美元、7190万美元、7503万美元、1398万美元,呈现增长态势;净亏损分别为1.48亿美元、1.25亿美元、2.75亿美元、 3740万美元,亏损有进一步扩大的趋势。 从财报中可以看出,小马智行持续亏损主要是因为成本高企,在技术、产品和市场方面的投入较高,其中研发费用多年保持在1亿美元以上。具体来 看,小马智行2022年至2024年的研发费用分别为1.54亿美元、1.22亿美元、2.40亿美元。 灰熊的报告认为,小马智行落后于百度阿波罗和文远知行等中国同行,需要大量资金和时间才能赶上同行。小马智行几年前在美国加州因一起事故失去 ...
3 Top Electric Vehicle (EV) Stocks to Buy in July
The Motley Fool· 2025-07-12 14:05
Group 1: Electric Vehicle Market Overview - Electric vehicle (EV) stocks present significant growth potential, with Tesla's shares increasing over 23,000% since 2010 [1] - Rivian is identified as a potential next Tesla, having achieved positive gross margins for the first time, enhancing its financial credibility [2][3] - Rivian plans to produce three new vehicles priced under $50,000 by early 2026, which is crucial for accessing a larger market [3][4] Group 2: Rivian's Growth Potential - Producing mass market vehicles under $50,000 could allow Rivian to reach tens of millions of new buyers, similar to Tesla's success [4] - Rivian's stock is trading at 2.8 times earnings, suggesting that its growth potential for 2026 and 2027 is not fully reflected in its current stock price [5] Group 3: Lucid Group's Position - Lucid Group has a market cap of $7 billion, less than half of Rivian's and less than 1% of Tesla's, indicating substantial room for growth [6] - Lucid plans to start production of mass market vehicles next year, although leadership changes and capital access may delay this timeline [7][8] Group 4: Tesla's Continued Growth - Tesla, with a market cap of $960 billion, remains the industry leader, with analysts suggesting that its most significant growth phases are still ahead [10] - The launch of Tesla's robotaxi service in Austin, Texas, could potentially expand into a $10 trillion market, with estimates suggesting it could add $1 trillion to Tesla's market cap [11][12]
华富时代锐选混合A,华富时代锐选混合C: 华富时代锐选混合型证券投资基金2025年第2季度报告
Zheng Quan Zhi Xing· 2025-07-12 02:26
华富时代锐选混合型证券投资基金 基金管理人:华富基金管理有限公司 基金托管人:中国建设银行股份有限公司 报告送出日期:2025 年 7 月 12 日 华富时代锐选混合 2025 年第 2 季度报告 §1 重要提示 基金管理人的董事会及董事保证本报告所载资料不存在虚假记载、误导性陈述或重大遗漏, 并对其内容的真实性、准确性和完整性承担个别及连带责任。 基金托管人中国建设银行股份有限公司根据本基金合同规定,于 2025 年 7 月 11 日复核了本 报告中的财务指标、净值表现和投资组合报告等内容,保证复核内容不存在虚假记载、误导性陈 述或者重大遗漏。 基金管理人承诺以诚实信用、勤勉尽责的原则管理和运用基金资产,但不保证基金一定盈利。 基金的过往业绩并不代表其未来表现。投资有风险,投资者在作出投资决策前应仔细阅读本 基金的招募说明书。 本报告中财务资料未经审计。 本报告期自 2025 年 04 月 01 日起至 2025 年 06 月 30 日止。 §2 基金产品概况 基金简称 华富时代锐选混合 基金主代码 016119 基金运作方式 契约型开放式 基金合同生效日 2022 年 12 月 1 日 报告期末基金份额总 ...
Nvidia's Huang Meets With Trump, Tesla Taxis Move West | Bloomberg Tech 7/11/2025
Bloomberg Technology· 2025-07-11 20:42
>> “BLOOMBERG TECH” IS LIVE FROM COAST-TO-COAST. WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. ED: BLOOMBERG -- ROMAINE: NVIDIA CEO MEETING WITH U.S. PRESIDENT TRUMP AT THE WHITE HOUSE YESTERDAY.THAT IS OUT OF A BIG TRIP PLANNED NEXT WEEK TO CHINA. WE ARE LOOKING AT TESLA, WANTS TO BRING DRIVERLESS TAXES TO CALIFORNIA AND ARIZONA, AFTER LAST MONTH'S ROLLOUT IN AUSTIN, TEXAS. CRYPTO WEEK IS UPON US.WE WILL DISCUSS WHAT TO EXPECT FROM CRYPTO FOCUSED BILLS IN WASHINGTON WITH THE HEAD OF THE BL ...
Hugging Face Looks to Open-Source AI Robotics
Bloomberg Technology· 2025-07-11 19:20
Product & Technology - The company is developing an open-source, human-robot interaction platform named Richie, designed with emotional expression capabilities [1][2] - Richie is designed as a kit, similar to Lego, to encourage community tinkering and improvement through open-source contributions [3][4] - The platform includes sensors, cameras, microphones, and speakers, and is compatible with AI models for speech and image processing [2] - The company will provide an SDK to facilitate the creation of new robot behaviors and applications, encouraging community sharing and accessibility [6] Market & Business Model - The company aims to provide an accessible platform for building human-robot interactions, differentiating itself from expensive humanoid robots [2][7][9] - The open-source nature of Richie is intended to maximize the value of community-built behaviors and applications [9] Sales & Distribution - The company has already generated $1 million in revenue from this project within a few days of launch [11] - Approximately 60% of initial sales are from the U S market, with the remaining 40% from international markets, primarily Europe, Asia, and South America [11] Manufacturing & Sourcing - The company is exploring local sourcing and manufacturing options in various locations to leverage design simplicity and navigate trade environments [12][13]
X @Tesla Owners Silicon Valley
RT Amy (@_SFTahoe)Great Conversation—AI, RoboTaxis, Tesla Semi, India and more! ...
商业化无法实现闭环,车路云一体化如何破冰?
Hua Xia Shi Bao· 2025-07-11 16:17
部分试点城市小有所成 2022年,中国工程院院士、清华大学车辆与运载学院教授李克强团队正式提出车路云一体化技术方案, 旨在通过车、路、云协同解决智能网联汽车规模化落地的瓶颈问题。 近日,特斯拉首辆也是全球首辆汽车,实现了从工厂产线直接自动驾驶到客户家里。与此同时,特斯拉 Robotaxi首批车辆也已经开始在美国运营。始终坚持走单车智能路线的特斯拉在高级别自动驾驶方面再 次取得了令人振奋的成绩。 反观另一条智能交通路线——车路云一体化,则好像处于发展相对缓慢的状态。作为自动驾驶行业的中 国方案,车路云一体化方案的理论体系已经相当完备,但在实际落地过程中却困难重重。无论是车端还 是路侧,建设车路云一体化的态度都不够积极。 问题出在哪儿?如何破冰?成为车路云一体化方案继续推进先要攻克的课题。 第二,管理体系不完备,亟待打通数据"烟囱"。目前,车辆数据、路侧数据、交通数据不互联互通,存 在重复建设、效率不高的问题。 车路云一体化方案得到了国家相关主管部门的认可。与新能源汽车发展初期的模式一样,中央政府也是 先对车路云一体化方案进行部分城市应用试点。 2024年1月,工业和信息化部、公安部、自然资源部、住房和城乡建设部 ...