股市新韭菜的个人主页 - 老虎社区

股市新韭菜

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股市新韭菜

10-27 23:17

$特斯拉(TSLA)$ 450不好破啊，就看能不能站稳了

股市新韭菜

10-25

核心摘要里时间写错了吧？ai不行啊

特斯拉Optimus 3.0发布计划延迟！

股市新韭菜

10-22

$特斯拉(TSLA)$ 艰难爬升

股市新韭菜

10-08

$特斯拉(TSLA)$ 市场不买账啊

股市新韭菜

10-03

$特斯拉(TSLA)$ 昨天盘前大涨，开盘一路跌，这450这么难站稳吗？

股市新韭菜

10-03

你这在问，可不都是a

股市新韭菜

10-02

继续保持

股市新韭菜

09-18

$特斯拉(TSLA)$ 好家伙，3900家上涨，1900家跌的全在我的自选了啊

股市新韭菜

09-10

$蔚来(NIO)$ 利好还是利空？

股市新韭菜

08-29

卖给谁的大家心里有数吧[龇牙]

NVIDIA新加坡营收达100亿美元！仅次于美国居第二

股市新韭菜

08-12

$小鹏汽车(XPEV)$ 不要被甩下车喽，等财报[财迷]

股市新韭菜

02-28

这不是利好吗？为啥跌了5%？

摩根大通证券将理想汽车ADR评级上调至超配。

股市新韭菜

2024-08-28

借你吉言，拉稀了

股市新韭菜

2024-08-26

是降息，不是掀桌子，咋会可能来诈骗市场？

去老虎APP查看更多动态

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450不好破啊，就看能不能站稳了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/493803023155760","isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492914642448456,"gmtCreate":1761361641471,"gmtModify":1761361643825,"author":{"id":"3518085287468930","authorId":"3518085287468930","name":"股市新韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3518085287468930","authorIdStr":"3518085287468930"},"themes":[],"htmlText":"核心摘要里时间写错了吧？ai不行啊","listText":"核心摘要里时间写错了吧？ai不行啊","text":"核心摘要里时间写错了吧？ai不行啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492914642448456","repostId":"2578524577","repostType":2,"repost":{"id":"2578524577","kind":"news","pubTimestamp":1761352101,"share":"https://www.laohu8.com/m/news/2578524577?lang=&edition=full","pubTime":"2025-10-25 08:28","market":"us","language":"zh","title":"特斯拉Optimus 3.0发布计划延迟！","url":"https://stock-news.laohu8.com/highlight/detail?id=2578524577","media":"芝能汽车","summary":"特斯拉希望依靠垂直整合和真实世界AI经验，将Optimus打造为可复制、可扩展的AI劳动力平台，但这个推出的时间表往后推迟了。Optimus的智能核心来源于特斯拉在自动驾驶中的“真实世界AI”体系。小结特斯拉在Optimus 3.0的延迟，基本也把所有人形机器人的时间表推迟了8个月。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20251025083035364v201tuzopgzbjgh\"/><p>芝能科技出品</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的人形机器人Optimus是人形机器人的压轴的产品。</p><p>特斯拉希望依靠垂直整合和真实世界AI经验，将Optimus打造为可复制、可扩展的AI劳动力平台，但这个推出的时间表往后推迟了。</p><p>大家本来预计特斯拉要在Q4推出Optimus 3.0原型机（11月份左右），并且启动小批量的生产计划，但特斯拉Q3的业绩会中特斯拉又再次推迟Optimus 3.0原型机的发布，预计明年Q1才能发布，而原定于2026年初的机器人量产规划也推迟到了2026年底，并在明年年底建造百万产量的Optimus生产线。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251025083041623v201b18ps6onl7i\"/><p>Optimus的研发路线和特斯拉的工程文化是有直接的关系的，人形机器人从登场到现在一直是快速试错，再推进制造。</p><p><strong>◎</strong>V2目前来看是功能样机，验证运动控制和感知算法，但结构复杂、装配困难，无法实现批量生产。</p><p><strong>◎</strong>V3则以可制造性为核心重新设计，提升结构模块化程度，并在执行机构与手部灵巧性上取得突破，使其能够完成更复杂的人机交互和物理任务。</p><p>马斯克现在的重心确实是在AI上，频繁参与Optimus的工程会议，推动研发与制造同步进行。这种“制造驱动设计”的思路让特斯拉能在机器人领域复制汽车生产体系。</p><p>最初的计划在2025年搭建年产百万台的产线，并在2026年底实现初步量产，现在在研发层面量产规划可能推迟了8个月。</p><p>对于特斯拉来说，人形机器人在美国尚无成熟供应链，通过电机、执行器、芯片和软件自研，建立完整的垂直整合生态，由于研发和后续的对接持续迭代，所以这个过程也会比较折腾。</p><p>最大的工程难点仍在手部系统。手部拥有超过20个自由度，需要兼顾力量、柔性与精度，其复杂度超过机器人其他部位总和，通过新型微驱动器和传感算法解决这一问题，为机器人的实际作业能力奠定基础。</p><p>Optimus的智能核心来源于特斯拉在自动驾驶中的“真实世界AI”体系。</p><p>不同于云端推理的大模型，特斯拉AI强调在本地完成感知、规划与决策。其模型经过数百万辆汽车的道路数据训练，如今被迁移至机器人，使其具备环境理解、自主移动和语音交互能力，Optimus已能在帕洛阿尔托总部自主行走并响应访客导航请求。</p><p>特斯拉还在尝试与马斯克旗下XAI的通用大模型形成互补。XAI专注语义推理与自然语言理解，而特斯拉AI负责物理交互与实时执行。未来两者结合，将使Optimus既具行动能力，又能理解复杂任务指令，形成“语义驱动的物理智能”体系。</p><p>在制造环节，特斯拉坚持“边生产、边优化”的策略，不冻结设计，而是在量产中持续迭代，快速循环机制虽然带来短期的不确定性，但能显著缩短技术验证周期，符合特斯拉一贯的工程节奏。</p><p><strong>小结</strong></p><p>特斯拉在Optimus 3.0的延迟，基本也把所有人形机器人的时间表推迟了8个月。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉Optimus 3.0发布计划延迟！</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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*/\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉Optimus 3.0发布计划延迟！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-25 08:28 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251025083053a47388fc&s=b><strong>芝能汽车</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>芝能科技出品特斯拉的人形机器人Optimus是人形机器人的压轴的产品。特斯拉希望依靠垂直整合和真实世界AI经验，将Optimus打造为可复制、可扩展的AI劳动力平台，但这个推出的时间表往后推迟了。大家本来预计特斯拉要在Q4推出Optimus 3.0原型机（11月份左右），并且启动小批量的生产计划，但特斯拉Q3的业绩会中特斯拉又再次推迟Optimus 3.0原型机的发布，预计明年Q1才能发布，而原定...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251025083053a47388fc&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4555":"新能源车","TSYW.SI":"TESLA 3xLongSG261006","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","BK4516":"特朗普概念","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc 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10:27","market":"us","language":"zh","title":"NVIDIA新加坡营收达100亿美元！仅次于美国居第二","url":"https://stock-news.laohu8.com/highlight/detail?id=2563094614","media":"快科技","summary":"快科技8月29日消息，NVIDIA最近公布了其第二季度的财报，其中一项引人注目的数据是，该公司在新加坡的收入达到了约100亿美元，仅次于美国，位居第二。根据NVIDIA的财务报表，新加坡在第二季度的收入占到了公司总收入的22%，在2026财年上半年的收入中占到了21%。此外，NVIDIA还明确表示，超过99%的受控数据中心计算收入，虽然账单开给新加坡，但实际上是来自美国客户的订单。","content":"<html><body><article><p>快科技8月29日消息，NVIDIA最近公布了其第二季度的财报，其中一项引人注目的数据是，<strong>该公司在新加坡的收入达到了约100亿美元，仅次于美国，位居第二。</strong></p><p>根据NVIDIA的财务报表，新加坡在第二季度的收入占到了公司总收入的22%，在2026财年上半年的收入中占到了21%。</p><img src=\"https://inews.gtimg.com/om_bt/OPtTXlZZY1lf7xyi_2orlkX4kKBc93JLnusfSfkljI-z8AA/0\"/><p><strong>这一收入不仅包括AI和数据中心（DC）业务，还涵盖了游戏和其他业务领域，</strong>新加坡是许多显卡制造商的所在地，包括索泰、Manli和Inno3D等公司都在该地区设有专门的生产设施。</p><p>在10-Q文件中，NVIDIA披露，新加坡主要被用作“集中开票”的地点，这意味着新加坡并非最终消费者，而是作为重新定向货物的手段。</p><p>美国通用会计准则（US GAAP）明确规定，收入必须与开具发票的实体相关联，这就是为什么销售记录在NVIDIA新加坡，而不是最终用户所在的地方。</p><p>此外，<strong>NVIDIA还明确表示，超过99%的受控数据中心计算收入，虽然账单开给新加坡，但实际上是来自美国客户的订单。</strong></p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NVIDIA新加坡营收达100亿美元！仅次于美国居第二</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161027":"证券","02015":"理想汽车-W","LI":"理想汽车"},"source_url":"https://24h.jrj.com.cn/2025/02/28072548442613.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2514354297","content_text":"摩根大通证券将理想汽车ADR评级上调至超配。","news_type":1,"symbols_score_info":{"161027":1,"02015":1,"LI":1}},"isVote":1,"tweetType":1,"viewCount":713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343203746386216,"gmtCreate":1724808468518,"gmtModify":1724809722916,"author":{"id":"3518085287468930","authorId":"3518085287468930","name":"股市新韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3518085287468930","authorIdStr":"3518085287468930"},"themes":[],"htmlText":"借你吉言，拉稀了","listText":"借你吉言，拉稀了","text":"借你吉言，拉稀了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343203746386216","isVote":1,"tweetType":1,"viewCount":1596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":342737397903552,"gmtCreate":1724681289126,"gmtModify":1724681384170,"author":{"id":"3518085287468930","authorId":"3518085287468930","name":"股市新韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3518085287468930","authorIdStr":"3518085287468930"},"themes":[],"htmlText":"是降息，不是掀桌子，咋会可能来诈骗市场？","listText":"是降息，不是掀桌子，咋会可能来诈骗市场？","text":"是降息，不是掀桌子，咋会可能来诈骗市场？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342737397903552","isVote":1,"tweetType":1,"viewCount":1927,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":493803023155760,"gmtCreate":1761578245065,"gmtModify":1761578246945,"author":{"id":"3518085287468930","authorId":"3518085287468930","name":"股市新韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3518085287468930","authorIdStr":"3518085287468930"},"themes":[],"htmlText":"<a 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好家伙，3900家上涨，1900家跌的全在我的自选了啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/479999681631040","isVote":1,"tweetType":1,"viewCount":1230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492914642448456,"gmtCreate":1761361641471,"gmtModify":1761361643825,"author":{"id":"3518085287468930","authorId":"3518085287468930","name":"股市新韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3518085287468930","authorIdStr":"3518085287468930"},"themes":[],"htmlText":"核心摘要里时间写错了吧？ai不行啊","listText":"核心摘要里时间写错了吧？ai不行啊","text":"核心摘要里时间写错了吧？ai不行啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492914642448456","repostId":"2578524577","repostType":2,"repost":{"id":"2578524577","kind":"news","pubTimestamp":1761352101,"share":"https://www.laohu8.com/m/news/2578524577?lang=&edition=full","pubTime":"2025-10-25 08:28","market":"us","language":"zh","title":"特斯拉Optimus 3.0发布计划延迟！","url":"https://stock-news.laohu8.com/highlight/detail?id=2578524577","media":"芝能汽车","summary":"特斯拉希望依靠垂直整合和真实世界AI经验，将Optimus打造为可复制、可扩展的AI劳动力平台，但这个推出的时间表往后推迟了。Optimus的智能核心来源于特斯拉在自动驾驶中的“真实世界AI”体系。小结特斯拉在Optimus 3.0的延迟，基本也把所有人形机器人的时间表推迟了8个月。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20251025083035364v201tuzopgzbjgh\"/><p>芝能科技出品</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的人形机器人Optimus是人形机器人的压轴的产品。</p><p>特斯拉希望依靠垂直整合和真实世界AI经验，将Optimus打造为可复制、可扩展的AI劳动力平台，但这个推出的时间表往后推迟了。</p><p>大家本来预计特斯拉要在Q4推出Optimus 3.0原型机（11月份左右），并且启动小批量的生产计划，但特斯拉Q3的业绩会中特斯拉又再次推迟Optimus 3.0原型机的发布，预计明年Q1才能发布，而原定于2026年初的机器人量产规划也推迟到了2026年底，并在明年年底建造百万产量的Optimus生产线。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251025083041623v201b18ps6onl7i\"/><p>Optimus的研发路线和特斯拉的工程文化是有直接的关系的，人形机器人从登场到现在一直是快速试错，再推进制造。</p><p><strong>◎</strong>V2目前来看是功能样机，验证运动控制和感知算法，但结构复杂、装配困难，无法实现批量生产。</p><p><strong>◎</strong>V3则以可制造性为核心重新设计，提升结构模块化程度，并在执行机构与手部灵巧性上取得突破，使其能够完成更复杂的人机交互和物理任务。</p><p>马斯克现在的重心确实是在AI上，频繁参与Optimus的工程会议，推动研发与制造同步进行。这种“制造驱动设计”的思路让特斯拉能在机器人领域复制汽车生产体系。</p><p>最初的计划在2025年搭建年产百万台的产线，并在2026年底实现初步量产，现在在研发层面量产规划可能推迟了8个月。</p><p>对于特斯拉来说，人形机器人在美国尚无成熟供应链，通过电机、执行器、芯片和软件自研，建立完整的垂直整合生态，由于研发和后续的对接持续迭代，所以这个过程也会比较折腾。</p><p>最大的工程难点仍在手部系统。手部拥有超过20个自由度，需要兼顾力量、柔性与精度，其复杂度超过机器人其他部位总和，通过新型微驱动器和传感算法解决这一问题，为机器人的实际作业能力奠定基础。</p><p>Optimus的智能核心来源于特斯拉在自动驾驶中的“真实世界AI”体系。</p><p>不同于云端推理的大模型，特斯拉AI强调在本地完成感知、规划与决策。其模型经过数百万辆汽车的道路数据训练，如今被迁移至机器人，使其具备环境理解、自主移动和语音交互能力，Optimus已能在帕洛阿尔托总部自主行走并响应访客导航请求。</p><p>特斯拉还在尝试与马斯克旗下XAI的通用大模型形成互补。XAI专注语义推理与自然语言理解，而特斯拉AI负责物理交互与实时执行。未来两者结合，将使Optimus既具行动能力，又能理解复杂任务指令，形成“语义驱动的物理智能”体系。</p><p>在制造环节，特斯拉坚持“边生产、边优化”的策略，不冻结设计，而是在量产中持续迭代，快速循环机制虽然带来短期的不确定性，但能显著缩短技术验证周期，符合特斯拉一贯的工程节奏。</p><p><strong>小结</strong></p><p>特斯拉在Optimus 3.0的延迟，基本也把所有人形机器人的时间表推迟了8个月。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉Optimus 3.0发布计划延迟！</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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*/\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉Optimus 3.0发布计划延迟！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-25 08:28 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251025083053a47388fc&s=b><strong>芝能汽车</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>芝能科技出品特斯拉的人形机器人Optimus是人形机器人的压轴的产品。特斯拉希望依靠垂直整合和真实世界AI经验，将Optimus打造为可复制、可扩展的AI劳动力平台，但这个推出的时间表往后推迟了。大家本来预计特斯拉要在Q4推出Optimus 3.0原型机（11月份左右），并且启动小批量的生产计划，但特斯拉Q3的业绩会中特斯拉又再次推迟Optimus 3.0原型机的发布，预计明年Q1才能发布，而原定...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251025083053a47388fc&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4555":"新能源车","TSYW.SI":"TESLA 3xLongSG261006","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","BK4516":"特朗普概念","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc 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3.0原型机的发布，预计明年Q1才能发布，而原定于2026年初的机器人量产规划也推迟到了2026年底，并在明年年底建造百万产量的Optimus生产线。Optimus的研发路线和特斯拉的工程文化是有直接的关系的，人形机器人从登场到现在一直是快速试错，再推进制造。◎V2目前来看是功能样机，验证运动控制和感知算法，但结构复杂、装配困难，无法实现批量生产。◎V3则以可制造性为核心重新设计，提升结构模块化程度，并在执行机构与手部灵巧性上取得突破，使其能够完成更复杂的人机交互和物理任务。马斯克现在的重心确实是在AI上，频繁参与Optimus的工程会议，推动研发与制造同步进行。这种“制造驱动设计”的思路让特斯拉能在机器人领域复制汽车生产体系。最初的计划在2025年搭建年产百万台的产线，并在2026年底实现初步量产，现在在研发层面量产规划可能推迟了8个月。对于特斯拉来说，人形机器人在美国尚无成熟供应链，通过电机、执行器、芯片和软件自研，建立完整的垂直整合生态，由于研发和后续的对接持续迭代，所以这个过程也会比较折腾。最大的工程难点仍在手部系统。手部拥有超过20个自由度，需要兼顾力量、柔性与精度，其复杂度超过机器人其他部位总和，通过新型微驱动器和传感算法解决这一问题，为机器人的实际作业能力奠定基础。Optimus的智能核心来源于特斯拉在自动驾驶中的“真实世界AI”体系。不同于云端推理的大模型，特斯拉AI强调在本地完成感知、规划与决策。其模型经过数百万辆汽车的道路数据训练，如今被迁移至机器人，使其具备环境理解、自主移动和语音交互能力，Optimus已能在帕洛阿尔托总部自主行走并响应访客导航请求。特斯拉还在尝试与马斯克旗下XAI的通用大模型形成互补。XAI专注语义推理与自然语言理解，而特斯拉AI负责物理交互与实时执行。未来两者结合，将使Optimus既具行动能力，又能理解复杂任务指令，形成“语义驱动的物理智能”体系。在制造环节，特斯拉坚持“边生产、边优化”的策略，不冻结设计，而是在量产中持续迭代，快速循环机制虽然带来短期的不确定性，但能显著缩短技术验证周期，符合特斯拉一贯的工程节奏。小结特斯拉在Optimus 3.0的延迟，基本也把所有人形机器人的时间表推迟了8个月。","news_type":1,"symbols_score_info":{"TSLA":1.5,"TSLL":1.5,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":485232051925248,"gmtCreate":1759493631333,"gmtModify":1759493633227,"author":{"id":"3518085287468930","authorId":"3518085287468930","name":"股市新韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3518085287468930","authorIdStr":"3518085287468930"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 昨天盘前大涨，开盘一路跌，这450这么难站稳吗？","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 昨天盘前大涨，开盘一路跌，这450这么难站稳吗？","text":"$特斯拉(TSLA)$ 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GAAP）明确规定，收入必须与开具发票的实体相关联，这就是为什么销售记录在NVIDIA新加坡，而不是最终用户所在的地方。</p><p>此外，<strong>NVIDIA还明确表示，超过99%的受控数据中心计算收入，虽然账单开给新加坡，但实际上是来自美国客户的订单。</strong></p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NVIDIA新加坡营收达100亿美元！仅次于美国居第二</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250829102924a4a67545&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250829102924a4a67545&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2563094614","content_text":"快科技8月29日消息，NVIDIA最近公布了其第二季度的财报，其中一项引人注目的数据是，该公司在新加坡的收入达到了约100亿美元，仅次于美国，位居第二。根据NVIDIA的财务报表，新加坡在第二季度的收入占到了公司总收入的22%，在2026财年上半年的收入中占到了21%。这一收入不仅包括AI和数据中心（DC）业务，还涵盖了游戏和其他业务领域，新加坡是许多显卡制造商的所在地，包括索泰、Manli和Inno3D等公司都在该地区设有专门的生产设施。在10-Q文件中，NVIDIA披露，新加坡主要被用作“集中开票”的地点，这意味着新加坡并非最终消费者，而是作为重新定向货物的手段。美国通用会计准则（US 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