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Morgan Stanley Heavyweight Robotics Yearbook (IV): AI Will Be the Key to Unlocking Drone Autonomy

Morgan Stanley Heavyweight Robotics Yearbook (IV): AI Will Be the Key to Unlocking Drone Autonomy

Morgan Stanley states that as AI technology deeply penetrates the industry, drones are experiencing a key turning point, evolving from simple flying tools into intelligent agents. On December 19, according to Hard AI, Morgan Stanley's latest report, "Robotics Yearbook Volume IV," focuses deeply on drones and

If SpaceX goes public, how much longer can Tesla's "Musk premium" last?

If SpaceX goes public, how much longer can Tesla's "Musk premium" last?

``` As SpaceX advances its IPO plans, the unique “Musk premium” long enjoyed by Tesla stock may face challenges. Previously, investors could only participate in Musk’s technological vision indirectly through holding Tesla shares, but SpaceX’s listing could prompt the market to reallocate funds around the “Musk concept.” According to

DingTalk's "Plan D" roadmap emerges

DingTalk's "Plan D" roadmap emerges

``` With the imminent launch of DingTalk AI 1.1’s new blockbuster, a project codenamed “D Plan” has once again stirred up the tech world. Recently, Wall Street News learned from internal sources at DingTalk that the contours of a secret project codenamed “D Plan” have begun to emerge. The

Over $300 million raised and a valuation exceeding $3 billion! "Peking University-affiliated" humanoid robot company Galaxy Universal sets a new single-round financing record for embodied intelligence.

Over $300 million raised and a valuation exceeding $3 billion! "Peking University-affiliated" humanoid robot company Galaxy Universal sets a new single-round financing record for embodied intelligence.

``` Galaxy General announced the completion of a new financing round exceeding $300 million, setting a new record for single-round funding in the embodied intelligence sector. According to information released on the 19th, this round was led by China Mobile Chain Fund, with joint investments from CICC Capital, CAS Fund, SVC,

UAE capital props up US stocks? Not only injecting funds into OpenAI, but also pulling Oracle back from the edge of a debt cliff.

UAE capital props up US stocks? Not only injecting funds into OpenAI, but also pulling Oracle back from the edge of a debt cliff.

At the critical moment when the market is concerned about the bursting of the AI bubble, capital from the United Arab Emirates (UAE) may become the key force to reverse the situation. According to the Wall Street Journal, OpenAI is planning to raise up to $100 billion in funding, and

Benchmarking OpenAI's "Stargate"? Toyama, Japan plans to build a 3.1GW super data center cluster

Benchmarking OpenAI's "Stargate"? Toyama, Japan plans to build a 3.1GW super data center cluster

Japan is accelerating the development of its third largest data center cluster to meet the surge in demand for artificial intelligence services. On December 19, according to Reuters, Nanto City in Toyama Prefecture plans to partner with the private developer GigaStream Toyama to build a data center cluster with a

Goldman Sachs: U.S. stocks may rebound in the last two weeks of the year; 2026 is designated as the "big year for stock picking," with opportunities not in AI but in cyclicals.

Goldman Sachs: U.S. stocks may rebound in the last two weeks of the year; 2026 is designated as the "big year for stock picking," with opportunities not in AI but in cyclicals.

Goldman Sachs pointed out in its latest report that as U.S. economic growth is expected to accelerate in 2026, the U.S. stock market will usher in a wave of profit boom, and **the core investment opportunities will shift from AI giants to cyclical sectors**. Meanwhile, pricing signals from