Core Viewpoint - The performance of humanoid robots during the Spring Festival Gala has shifted public perception, indicating that these robots are moving beyond mere demonstrations to potential real-world applications, with 2026 identified as a critical year for mass production [1][2][6] Group 1: Industry Developments - Several leading automotive companies are entering the humanoid robot sector, with 2026 set as a key milestone for mass production [2][6] - Xiaopeng Motors plans to start mass production of its IRON humanoid robot by the end of this year, aiming to be the first to achieve large-scale production of advanced humanoid robots [2] - Tesla announced that its third-generation Optimus robot will be released in the first quarter of this year, with plans for mass production by the end of the year [2] - BYD and Changan are also actively developing humanoid robots, with BYD focusing on production for its own factories and Changan planning to release a prototype by 2027 [3] Group 2: Application and Pricing - Current humanoid robots are primarily being developed for industrial applications, with plans to expand into consumer markets later [4] - Initial applications include factory work, automotive showrooms, and traffic assistance, with future potential for home care and cleaning [4] - The pricing of humanoid robots is expected to decrease significantly, with BYD targeting a price below 100,000 yuan and Tesla estimating around 140,000 yuan after scaling production [4] - The commonality of core components between humanoid robots and smart vehicles is over 60%, allowing for cost reductions and shorter development cycles [4]

史上首次！突破6000点！两大芯片股引爆韩国股市！ 韩国股市，走势强劲！2月25日，韩国股市高开高走，韩国综合股价指数（KOSPI）史上首次突破6000 点整数关口，盘中涨幅一度接近3%。截至收盘，KOSPI指数上涨1.91%报6083.86点，创收盘历史新 高。三星电子、SK海力士涨幅均超过1%，双双刷新历史新高。 2月26日，美股三大指数集体收涨，纳指涨1.26%，标普500指数涨0.81%，道指涨0.63%。 中概股龙头指数收跌0.28%。成分股中，万物新生涨超8%，涂鸦智能、富途控股等涨逾5%，向上融科 涨超3%，贝壳、亚朵集团等涨超2%；AHG跌10%，玉柴国际跌超9%，新东方、阿特斯太阳能跌超 5%，百济神州、NEGG跌超4%，联电、汽车之家跌超3%。 大型科技股全线上涨，奈飞涨约6%，微软、Meta涨超2%，英伟达、英特尔、特斯拉、亚马逊涨超 1%，苹果、谷歌小幅上涨。 加密货币概念股普涨，Circle涨超35%，Coinbase涨超13%，BMNR涨超10%，Strategy涨超8%， Robinhood涨超5%。CME集团收跌3.7%，创去年5月份以来最大单日跌幅。 全球要闻 锡、镍、铜集体 ...

来源：市场资讯 （来源：科创100ETF基金） 美股三大指数集体收涨，美股三大指数集体收涨，道琼斯指数收涨307.65点，涨幅0.63%，报49482.15 点；标普500指数涨56.05点，涨幅0.81%，报6946.12点； 纳斯达克综合指数涨288.40点，涨幅1.26%， 报23152.08点。 大型科技股领涨，微软涨2.99%，Meta涨2.25%，特斯拉涨1.94%，英伟达涨1.44%，超威半导体跌 1.39%。 中概股普跌，理想汽车跌1.18%，网易跌1.33%，蔚来跌2.08%，小鹏汽车跌2.99%。 ...

Let's get back to tech. Got to talk about software and more. Hotam diabs with me, managing partner at Gerber Kawasiaki Wealth Investment Management.It is great to see you. I haven't seen you in a long time. Um, look what's going on with IGV, the software stock selloff.Are there names in here that you just wouldn't touch anymore. >> Yeah, it's really good to see you on Nicole as well. Um, absolutely.I mean, it's been a reckoning for for software names. uh IGV I think down 30% was only down 13% just in one da ...

Ross Gerber, co-founder of investment firm Gerber Kawasaki, issued a stern warning on Wednesday regarding the safety of Tesla Inc.'s (NASDAQ:TSLA) autonomous driving software.Gerber's comments come on the heels of a legal setback for the EV maker involving its Autopilot system.Mad Max's Safety ConcernsIn a post on Wednesday on X (formerly Twitter), Gerber addressed backlash from Tesla supporters while doubling down on his safety concerns."Tesla people seem triggered that I think it's a bad idea to have a se ...

而据企查查数据，2025年全年，我国商业航天相关企业注册量同比增加55%至2.57万家，其中华东地区2025年相关企业注册量最多，占比 23.7%，其次是华北地区，占比19.3%；企业存量方面，截至2025年年底，我国商业航天相关企业存量相比2024年年底增加超过2万家。截至2026 年2月25日，我国现存9.6万家商业航天相关企业。 另据企查查数据，近10年，我国商业航天相关企业注册量基本逐年增加，其中2020年注册量同比大幅增加97.0%至0.72万家，达近10年注册量增 速峰值，截至2月25日，2026年我国已注册2923家商业航天相关企业。 （文章来源：中国经营报） 《中国经营报》记者注意到，近日，特斯拉创始人兼首席执行官、SpaceX首席执行官兼首席技术官马斯克在X平台发表重磅声明，宣布SpaceX 的太空探索战略将作出重大调整：暂缓载人火星登陆计划，转而优先建设月球定居点。根据规划，SpaceX将在未来10年内，打造一座"具备自我 扩展能力"的月球城市，并以此为枢纽逐步推进火星深空探测与载人登陆。 在业内人士看来，这一转向，不仅改变了马斯克长期主张的"火星优先"路线，更吹响了太空探索方向调整的号角 ...

US stock market today saw the 49,369.65 (+0.40%), the S&P 500 climb to 6,927.93 (+0.55%), and the 23,044.10 (+0.79%), as investors rotated back into technology and artificial intelligence stocks ahead of a critical earnings catalyst. The rally comes amid renewed optimism around AI spending, easing fears of software disruption, and fresh policy signals from President Donald Trump’s 2026 State of the Union address. The answer to what is driving the US stock market today is clear: Nvidia earnings expectations, ...

Core Insights - Legacy automakers are transitioning from reliance on vehicle sales to developing software and subscription ecosystems, which provide higher-margin, recurring revenue streams [1] General Motors - General Motors is building a software and subscription ecosystem centered around OnStar, which reached a record 12 million subscribers, including over 120,000 Super Cruise subscribers, reflecting approximately 80% year-over-year growth [2][3] - OnStar generates subscription-based revenues, creating more stable cash flow, with management expecting software and services revenues to increase by about $400 million this year and deferred revenues projected to reach $7.5 billion, up roughly 40% year-over-year [3] - GM plans to expand its Super Cruise system and introduce a second-generation software-defined vehicle architecture in 2028, which will enhance over-the-air capabilities and support advanced driving features [4][5] Ford - Ford is focusing on commercial customers through its Ford Pro unit, offering tools and services that enhance fleet operations [6] - Paid software subscriptions grew by 30% in 2025, with total paid subscriptions surpassing 1.3 million, up 53% year-over-year [7] - Software and physical services now account for 19% of Ford Pro's EBIT, with high-margin software gross margins above 50%, indicating potential for significant growth [8][9] Tesla - Tesla's software strategy emphasizes Full Self-Driving (FSD) with a shift to subscription-based monetization, as monthly subscriptions to FSD more than doubled in 2025 [12][15] - The transition to subscription-only for FSD aligns with Tesla's long-term financial goals, providing steady cash flow compared to one-time purchases [13] - Tesla aims to reach 10 million active FSD subscriptions over the next decade, with significant incentives tied to this metric for CEO Elon Musk [14]

格隆汇2月25日｜谷歌盘前涨0.6%，亚马逊涨0.59%，微软涨0.48%，Meta涨0.4%，特斯拉涨0.31%，苹 果跌0.29%。 ...

据报道，LG 新能源最初是与通用汽车合资在美国密歇根州兰辛设立工厂，到了 2025 年 5 月，LG 新能源收购了通用汽车持有的股份，从而已实现对该工厂 的全资控股。该基地年产能约 50GWh，是 LG 新能源在北美规模最大的电池生产设施之一。 IT之家 2 月 25 日消息，据韩媒 The Elec 报道，LG 新能源（LG Energy Solution）将在其美国密歇根州兰辛工厂为特斯拉公司生产用于储能系统的磷酸铁锂 （LFP）电池。 IT之家注意到，事实上早在去年 7 月，LG Energy Solution 曾披露一项总额达 5.94 万亿韩元的电池供货协议，合同期限为 2027 年 8 月至 2030 年 7 月。尽管 公司当时未公开客户名称，但行业消息普遍指向特斯拉为主要采购方。 当下，特斯拉的 Megapack 储能系统主要采用来自宁德时代的方形电池。此次特斯拉将从 LG 新能源美国工厂采购方形 LFP 电芯的消息，被外界视为特斯拉 强化其北美本土储能供应链布局的重要举措。 报道称，目前 LG 新能源正将兰辛工厂的部分产线改造为 LFP 储能电池生产线，新产线所需设备已完成下单，预计将于明年下 ...