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Jim Cramer Calls Tesla an “Enigma”
Yahoo Finance· 2026-01-09 17:05
Tesla, Inc. (NASDAQ:TSLA) is one of the Magnificent Seven stocks Jim Cramer recently reviewed. Cramer called the company’s CEO a “great business person,” as he commented: “In fifth place was Tesla, which was all over the map last year, but ultimately used a late-year rally to finish 2025 up over 11%. Tesla remains an enigma. The core electric car business, I’m calling it awful, down for the second straight year. Earnings are down about 60% from their peak in 2022. But you know what? It doesn’t matter. Poi ...
2025世界机器人大赛收官战开幕
Huan Qiu Wang· 2026-01-07 00:26
来源:环球网 2026年1月6日,2025世界机器人大赛总决赛在中国无锡惠山区开幕。本次大赛作为2025世界机器人大赛 的收官之战,将有来自全球21个国家的的精英赛手共襄这场科技盛宴。 本次大赛总决赛共有来自中国、俄罗斯、葡萄牙、美国、墨西哥、秘鲁、日本、哈萨克斯坦、越南、泰 国、印度尼西亚、马来西亚、新加坡、阿联酋、安哥拉等21个国家的25000余名参赛选手和指导老师参 赛。 本次大赛由中国电子学会和无锡市惠山国有投资控股集团有限公司主办,腾讯科技(深圳)有限公司为 战略合作单位。中国电子学会理事会党委书记张峰、无锡市政府副市长周文栋、中国电子学会副秘书长 王天虹、无锡市惠山区委书记程松、无锡市政府副秘书长孟栋、无锡市教育局局长宋新春、无锡市工业 和信息化局局长吴燕、无锡市惠山区区长赵强等嘉宾共同出席了大赛开幕式。参加开幕式的嘉宾还有大 赛裁判员代表、参赛选手和指导教师代表,以及大赛承办地相关单位和大赛技术支持单位负责同志等。 2025世界机器人大赛总决赛参赛选手代表入场环节 2025世界机器人大赛总决赛开幕启动 2025世界机器人大赛总决赛竞赛瞬间 2025世界机器人大赛竞赛体系日臻完善,竞赛内容日趋丰富 ...
Nvidia Investors Shrug at ‘Physical AI’ Push. The Stock Needs More Than Robots.
Barrons· 2026-01-06 15:26
Nvidia Talks Up Robots Alongside AI Chips. What It Means for the Stock.\ ...
Michael Burry Is Not Short Tesla Stock — Despite 'Ridiculous' Valuation
Benzinga· 2025-12-31 16:50
Despite his long-standing reputation as a Tesla, Inc. (NASDAQ:TSLA) skeptic, Michael Burry confirmed on Wednesday that he currently holds no short position in the EV giant. TSLA stock is moving. See the chart and price action here. The clarification comes amid heightened speculation as the market awaits Tesla's fourth-quarter vehicle sales figures and following a series of critiques from Burry regarding the company’s valuation. ‘Ridiculous' ValuationBurry has not held back on his fundamental assessment, re ...
北京市机器人产业协会正式揭牌!推动产业链协同发展
仪器信息网· 2025-12-31 09:02
Core Viewpoint - The establishment of the Beijing Robotics Industry Association aims to integrate innovative resources, promote collaboration across the industry chain, and implement the "Beijing Robotics Industry Innovation Development Action Plan" to support high-quality development in the robotics sector [1][2][7]. Group 1: Association Establishment and Objectives - The Beijing Robotics Industry Association was officially established on December 26, 2023, to accelerate the integration of innovative resources in the robotics industry and promote collaboration among upstream and downstream enterprises [2][4]. - The association's formation is seen as a significant step towards building a high-quality development framework for the robotics industry in Beijing [4][7]. - The association will serve as a bridge between the government and industry members, focusing on resource integration and collaboration to enhance the development of the robotics sector [7][13]. Group 2: Leadership and Support - Key government officials, including Wang Jianbo from the Beijing Economic and Information Technology Bureau and Liu Qiang from the Changping District Government, emphasized the importance of the robotics industry for high-quality development in the capital [5][6]. - The association is expected to play a crucial role in data statistics, policy dissemination, and public services, thereby supporting effective policy implementation [5][6]. - The first batch of vice-chairman units was appointed, including notable organizations such as the China Electronic Information Industry Development Research Institute and the Beijing Humanoid Robot Innovation Center [8]. Group 3: Industry Insights and Policy Support - Experts provided insights into the development trends and challenges facing the robotics industry, highlighting the need for innovation and addressing common bottlenecks [11][12]. - The association will facilitate the understanding of industry policies by inviting representatives from various governmental departments to explain the latest robotics industry development policies [12]. - The association aims to create a comprehensive service system that includes policy dissemination, standard formulation, and resource matching to support the industry's growth [13].
Elon Musk says he's making a 'joyful' edit to Tesla's master plan
Business Insider· 2025-12-25 13:16
Core Viewpoint - Elon Musk is changing Tesla's mission wording from "Sustainable Abundance" to "Amazing Abundance" to create a more joyful brand image [1][2]. Group 1: Mission Statement Changes - The new wording "Amazing Abundance" is intended to reflect a more joyful tone compared to the previous "Sustainable Abundance" [1]. - Tesla's actual mission statement remains "to accelerate the world's transition to sustainable energy," despite the changes in wording [2]. Group 2: Long-term Strategy and Criticism - The fourth edition of Tesla's "master plan," released in September, has been criticized for being lofty and vague, prompting Musk to acknowledge the need for more specifics [2]. - Musk's recent compensation package could be worth up to $1 trillion, contingent on Tesla delivering millions of vehicles and increasing its market value to $8.5 trillion over the next decade [3]. Group 3: Brand Image and Future Plans - The change in mission wording is not expected to indicate a radical shift in Tesla's direction but may suggest a desire for a lighter brand tone [4]. - Tesla did not provide comments regarding the mission wording change outside of normal business hours [4].
2026 年核心争议:来年或将驱动股市的投资者焦点辩论-Big Debates 2026-Key Investor Debates Likely to Drive Stocks in the Coming Year
2025-12-19 03:13
Summary of Key Points from the Conference Call Industry Overview - The focus is on the Latin American (LatAm) market, particularly regarding investment opportunities and risks in the region's economies and industries for 2026 [4][9][14]. Core Insights - **Investment Shift**: There is a significant potential for growth in LatAm markets after years of underperformance. Countries that transition from consumption and leverage to investment are expected to see the highest growth. Mexico is noted for its early advantage in nearshoring, while Brazil presents the best risk-reward scenario [4][9]. - **Policy Changes**: A shift away from populism towards fiscal responsibility is observed across several LatAm countries, which could lead to a new earnings cycle and improve the risk-reward balance for equity investors [13][14][17]. - **Equity Performance**: Brazilian equities have risen approximately 53% year-to-date and could increase another 20% while still being at a price-to-earnings (P/E) ratio of 10x. A policy shift could further reduce the cost of capital by 2-3 turns [9][20]. - **Investment Cycle**: The key to revitalizing LatAm economies is reigniting an investment cycle, which is essential for developing a new investment narrative. The current consumer cycle is seen as nearing its end, necessitating a focus on investment-led growth [18][20]. Country-Specific Insights - **Brazil**: Currently experiencing fiscal consolidation and policy confidence, with a focus on investment growth. The country is running out of fiscal road, and the investment narrative is crucial for future growth [18][20]. - **Mexico**: The USMCA negotiations are critical for the nearshoring narrative. The market has rallied significantly, but earnings growth remains muted, and the investment narrative is closely tied to USMCA developments [25][28]. - **Argentina**: Faces significant challenges with a weaker capital market but has potential for growth if an investment cycle can be established [4][9]. Risks and Challenges - **Consumer Cycle Limitations**: The consensus view suggests that the consumer cycle may be reaching its limits, and without meaningful fiscal consolidation and structural reforms, equities may continue to underperform [16][20]. - **USMCA Uncertainty**: The negotiations surrounding the USMCA are complex, and there is a material probability of a bear case scenario that could delay the nearshoring narrative and investment growth in Mexico [25][28][37]. - **Fintech Disruption**: In the banking sector, fintech companies are challenging traditional banks in Mexico, potentially leading to a significant reduction in profitability for incumbents if they are forced to raise deposit yields [87][97]. Investment Recommendations - **Equity Strategy**: The recommendation is to remain overweight in Brazil and Argentina, equal-weight in Mexico, and focus on sectors such as financial services, digitalization, energy, and nearshoring [23][70]. - **Cautious Approach**: A cautious stance is advised for agribusiness in Brazil due to current pressures on commodity prices and farmer margins, with a preference for selective exposure [74][80]. Conclusion - The LatAm market is at a pivotal point with potential for significant growth driven by policy shifts and investment cycles. However, challenges remain, particularly in the context of USMCA negotiations and the rise of fintech in the banking sector. Investors are encouraged to focus on sectors poised for growth while remaining cautious of the broader economic landscape [4][9][20][87].
X @Bloomberg
Bloomberg· 2025-12-15 21:59
UPS will invest $120 million in 400 robots used to unload trucks, according to sources, revealing new details on the logistics giant’s $9 billion automation plan https://t.co/vzqgDl7hjN ...
机器人“应摔尽摔” 让中国具身智能产业走得更稳
Zheng Quan Shi Bao· 2025-12-15 09:19
有业内专家指出,当下具身智能的核心痛点是"数据困境",解困密钥在于真实场景数据。从这个维度来 看,机器人每一次摔倒都在为"数据困境"编织出路。只有先突破"数据困境",才能着手解决"模型困 境",让机器人真正成为生产力工具。 本届大赛上机器人"洋相",绝非技术无能的体现,而是一场主动设计的"压力测试"。业内专家和企业对 此达成了高度共识,他们认为,这些失误是技术迭代过程中不可或缺的宝贵财富,其价值远大于任何精 心编排的完美演示。正是通过这些真实的挫折,行业才能收集到推动进步的关键数据,明确攻关方向, 并加速机器人从炫酷的展示品迈向可靠实用的生产力工具。可以说,每一次摔倒和失误,都是中国具身 智能产业为了真正"站立"并奔跑起来所必须经历的锤炼。 校对:杨立林 周末的上海张江科学会堂成了"遛娃圣地":2025国际具身智能技能大赛在此举办,"硅基生命"被推到公 众眼前,完成爬坡、搬运、叠衣、陪护等任务。家长带娃前来想领略"黑科技",却见证了颇多笑料:有 的机器人在执行任务时突然"一脸懵"愣在原地,有的在绕过障碍时把自己扳倒;有一台机器人刚出场就 重重摔伤,脑壳碎了一地……人们纷纷揶揄道,原来热度颇高的具身智能赛道,也 ...
Jim Cramer Says “Tesla’s Transitioning From Auto Company to Tech Company”
Yahoo Finance· 2025-12-13 16:17
Group 1 - Tesla is transitioning from an auto company to a technology company, focusing on robotics, self-driving cars, and energy storage [1][2] - The stock performance of Tesla has shifted from being tied to traditional auto sales to being influenced by its advancements in technology and autonomous vehicles [2] - Despite a significant drop in electric vehicle profits, Tesla's stock has regained value due to a change in market perception driven by CEO Elon Musk [2] Group 2 - Tesla designs and sells electric vehicles and develops solar energy and storage systems for various customers [2] - The competitive landscape in the electric vehicle market has impacted Tesla's stock, which saw a decline from the $400s to the $200s earlier this year [2] - The narrative change around Tesla's business model has allowed the stock to recover, even though the underlying business remains similar to before the profit decline [2]