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2025-12-04
17:21
全球機器人政策轉向下的產業機遇:首程控股的生態構建與價值重估

香港2025年12月4日 /美通社/ -- 在全球人工智能發展從模型競爭轉向應用深化的關鍵時刻,機器人產業作為AI走向真實世界的關鍵載體,正迎來前所未有的政策聚焦與歷史性發展機遇。美國、歐洲、日本、韓國等主要經濟體紛紛將政策重心向機器人產業傾斜,視其為未來製造業、國防體系與社會服務的基礎設施。在這一全球性產業浪潮中,首程控股(697.HK)憑藉其獨特的投資+應用雙引擎模式與平台化生態構建能力,正成為中國機器人產業鏈中一支不可忽視的新興力量。

全球政策東風:機器人產業進入加速落地期

當前,全球科技政策呈現出由泛人工智能向機器人領域聚焦的清晰轉向。這一趨勢標誌着機器人產業正從技術突破期邁向政策扶持與商業落地期的關鍵拐點。

據悉,隔夜美國白宮正在醖釀頒佈機器人產業專項行政命令,並計劃在年底前成立跨部門機器人工作組。此舉意味着機器人很可能繼人工智能之後,成為美國下一個國家級科技戰略工程。歷史表明,美國僅在戰略性基礎設施領域才會動用行政命令級別的推動力,這無疑將機器人產業提升至國家戰略高度。

多國加速戰略佈局:日本將機器人視為解決人口老齡化與勞動力短缺的核心方案;韓國明確提出在2030年前躋身全球機器人強國前三的目標;歐盟啓動了多項具身智能前沿研究項目;而中東與東南亞地區則將機器人納入智慧城市與產業升級的核心規劃。這種全球性的政策共振,共同加速了機器人從實驗室技術國家基礎設施的演進節奏。

在這一政策、技術、商業三重動力同步成熟的節點,產業競爭的核心已轉變為:誰能夠率先在投資佈局、應用落地與產業協同組織上建立穿透力,誰就更可能主導下一代智能科技產業的發展。

作為熱門港股市場機器人概念股公司之一的首程控股在機器人領域模式最獨特之處在於形成了投資-應用的強閉環。公司不僅是資金的提供者,更是產業資源的組織者。它通過推動被投企業的產品在真實場景中進行二次開發、運營驗證,解決了初創企業技術落地難的核心痛點。這種將前沿技術從實驗室直接導向電力巡檢等高確定性B端場景的能力,構成了首程難以複製的產業穿透力,也為自身帶來了穩定的現金流與深遠的產業影響力。目前,公司的投資版圖覆蓋了機器人本體、關鍵零部件、動力系統、算法及具身智能等核心領域。其投資的企業包括宇樹科技、雲深處、銀河通用、星海圖、松延動力等,幾乎貫穿了中國機器人產業從底層技術到上層應用的關鍵鏈路。這種佈局確保了公司在未來具身智能產業爆發時,能全面把握各環節的高增長紅利。

雙端落地引擎:夯實B端基礎,開創C端入口

首程控股的商業化路徑清晰分為To B(企業端)與To C(消費者端)兩大陣地,二者相互支撐,共同構建增長飛輪。

首先,在To B端實現深度場景融合,驗證商業化價值。在B端,首程聚焦於機器人商業化確定性最高的領域。通過將生態內企業的產品導入電力巡檢等剛性需求場景,不僅完成了技術可行性與可靠性的實證,更在此過程中積累了寶貴的場景數據與工程經驗,反哺產品迭代,為未來的規模化複製奠定了堅實基礎。

其次,在To C端構建全國性消費觸達網絡,針對中國消費級機器人市場存在的認知缺口體驗缺口,首程控股開創性地打造了線上線下融合的消費觸達體系,包括建立線下體驗店。公司打造的機器人科技體驗店(目標一年內拓展至20家)已在北京、成都等地成功落地。這些門店集展示、體驗、銷售於一體,被譽為機器人行業的4S店。國慶期間單店日銷售額突破十萬元、日客流過萬的業績,證明了將機器人從看不見、摸不着的科技概念轉化為可試、可玩、可買的消費品的巨大潛力。這是推動中國機器人消費化最關鍵的一步。此外,公司正在密集籌備的機器人專屬直播間,將承擔產品展示、科普教育、銷售轉化與用户數據沉澱等多重功能。當線上直播引流線下體驗轉化相結合,首程有望成為中國機器人面向大眾消費市場的最強入口。

首程控股的戰略並非簡單的投資加銷售,其本質是構建了一個能夠推動行業技術與需求雙向增長的平台型生態系統。這一系統形成了一個強大的自我強化增長飛輪:投資佈局 → B端落地驗證 → C端市場教育 → 數據反哺企業 → 估值與收益提升 → 再投資深化佈局。在這個飛輪中,前期投資奠定了產業根基,B端應用驗證了商業價值併為技術優化提供真實反饋,C端網絡則加速了市場教育並開闢了廣闊的營收渠道,最終的數據與資本收益又反哺於新一輪、更深度的產業佈局。

隨着全球進入機器人優先的新時代,機器人產業有望如新能源汽車、智能手機一樣,開啓一個長達數年的規模化增長週期。首程控股憑藉其全鏈條的投資佈局、深度的B端場景穿透、創新的C端消費入口以及獨特的平台型組織能力,已初步構建起國內最具產業穿透力的機器人生態之一。這不僅使其能夠充分受益於行業貝塔性的增長,更賦予了其通過生態協同創造阿爾法價值的潛力。在時代窗口已然打開的背景下,首程控股正成為一個值得密切關注、並可能在未來數年實現價值重估的產業龍頭標的。

Information Provided by PR Newswire [Disclaimer]
17:02
ZTE CDO Cui Li speaks at Economist Impact's AI Innovation Asia 2025

SINGAPORE, Dec. 4, 2025 /PRNewswire/ -- ZTE Corporation (0763.HK / 000063.SZ), a global leading provider of integrated information and communication technology solutions, announced that its Chief Development Officer, Cui Li, spoke at AI Innovation Asia 2025, hosted by Economist Impact, the thought-leadership arm of The Economist Group.

ZTE CDO Cui Li speaks at Economist Impact's AI Innovation Asia 2025
ZTE CDO Cui Li speaks at Economist Impact's AI Innovation Asia 2025

On the panel "How May AI Help You? Agentic AI and the Customer Experience", Cui Li shared ZTE's strategic vision for agentic AI and illustrated how it is already reshaping customer experience and operational models across the company. She also underscored its role in strengthening resilience, enhancing oversight and accountability, and urged organizations to prepare now for the era of agentic AI.

Q1: Setting the scene – How is agentic AI impacting customer experience in your sector?

Agentic AI is redefining the user experience—not only about UI design, but from response to understanding and co-creation. For ZTE, under our "AI for All" strategy, we are integrating agentic AI into four key areas: networks, computing, homes, and personal devices.

For example, we enable level 4 and beyond autonomous networks with three engines—Nebula Telecom Large Model, big data, and digital twin. In real practice, ZTE and China Mobile co-created multi-agents that can detect network problems and enable self-healing, cutting troubleshooting time by 47%.

Q2: Strategic transformation – How will increasing digital autonomy through agentic AI reshape how organizations build resilience and adaptability?

Actually, we're in a highly uncertain era now. This requires us to start with the end in mind, namely, always seek stability from uncertainty and build a strong moat like the snowball effect. Also we must stay agile to spot changes and pivot on a dime, evolving from a machine-like organization into an organic, adaptive one.

And then we need to know how AI can truly help us. Large AI models are already performing at or beyond PhD level. While agents take a step further by integrating memory and tools, acting as the real-world application of models. And agentic AI can coordinate different agents to automate more complex, time-consuming tasks. Of course, this is an ideal status. The truth is, whether agents or agentic AI, they are still at a very early stage, and face many technical challenges. But given the hypergrowth of AI, I believe that solutions will be right in place very soon.

And then I believe AI can exert effects only when we stick with it to the long haul. Intelligence is built on digital and network foundations. Without digital transformation, a company will not truly achieve intelligence, not to mention becoming more resilient or adaptable—it's just like trying to run before you can walk. Also, going intelligent requires knowledge engineering, process restructuring, and an AI mindset, which is a marathon, not a sprint.

At ZTE, our digital journey started in 2016, and then intelligent transformation in 2022. Here is our experience: infrastructure first, but keep a balance between hardware and software; carry out systematic planning from the top down, to ensure everyone is on the same page; make continuous investment, as disruptive breakthroughs come from every small step; and finally, start from high-value and concrete scenarios, then iterate fast to address any uncertainties along the way.

Q3: Oversight & accountability – As AI systems make more decisions autonomously, how can companies maintain oversight, ensure accountability, and preserve digital sovereignty? 

In a nutshell, to keep humans in the loop. Tasks like design, review, decision-making, and supervision—they still need to be done by people, who should remain ultimately accountable. Automation is just a means, not an end. What humans should really worry about is not being replaced—it's stepping back or being absent in this process.

Every coin has two sides, so do these models. Their generalization, emergent abilities, and continuous evolution—yes, these are the features of a truly game-changing tech. But they inherently come with hallucinations, black-box problems, and so on. In addition, human has social intelligence and morality, something that AI can never truly master. So essentially, AI is built on statistical models—it lacks common sense in the real world, let alone navigating complex trade-offs like humans do.

More importantly, rolling out AI in a business needs the deep integration with know-how. We have to consider factors like accuracy, security, compliance, and division of responsibility, and take into account both workflows and KPIs. From ZTE's hands-on experience, I'd like to give some tips: First, companies should develop their own knowledge engineering projects and domain-specific large models—plus RAG and digital twins to be professional and reliable. Second, identify the concrete problems that agents need to solve. A one-size-fits-all agent often ends up doing nothing well. Third, know when to use agents or workflows. Agents are better at handling complex tasks with variable execution paths, while workflows are more accurate and efficient in highly predictable scenarios. Last, enable end-edge-cloud collaboration to ensure both cost efficiency and security. While among all these key parts, humans are still the ones steering AI in the right direction and creating real value.

Q4: Looking ahead – How do you see agentic AI evolving from task-based automation to integrated business partners, and what immediate actions should organisations take to future-proof themselves for agentic AI?

From a tech perspective, we can think of agents or agentic AI as proactive digital workers. Beyond simple or repetitive tasks, they can connect entire workflows, realize cognitive automation, and even self-evolve. Agents now work well in scenarios that are well-structured, info-heavy, fault-tolerant, and have clear feedback loops. But they often get stuck in the lab when the real-world environments become more complex or risky. So like I said, agents and agentic AI are still early. In the next year or two, they will mainly focus on vertical industries. After that, they will take on complex tasks with greater autonomy, getting more generalized, adaptive, and able to learn and evolve. Agents now are developing very fast. Gemini 3, which was just launched last month, sets a new bar for AI models with SOTA reasoning, multimodal understanding, and agentic capabilities.

For organizations, I think embracing AI is the only way to go. Deploying AI isn't just about connecting to APIs—it's reshaping processes, structures, teams. Companies need to first make mid- and long-term plans, and be adaptable enough to keep up with tech and market changes. Next, start from high-value, business-specific scenarios, and then iterate fast. That's how we can truly master AI. Also, it is reshaping our talent strategy. In the future, three types of talent will matter most: AI experts, who drive this technology forward; AI power users, who foster innovation and enhance efficiency; and people who go beyond AI with high-order thinking and a healthy mindset. Finally, to give AI full play, companies should restructure themselves and plan for a future of "human-AI symbiosis".

AI Innovation Asia 2025 is a high-level dialogue platform connecting enterprise leaders, technology pioneers, and policymakers. Centered on 15 in-depth thematic sessions and insights from over 40 industry experts, the platform focuses on the commercialization pathways of frontier technologies, such as generative AI and Agentic AI, to help businesses turn technical insight into tangible growth and navigate sustainable digital transformation across Asia-Pacific's complex market landscape.

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ZTE Corporation
Communications
Email: [email protected]

Information Provided by PR Newswire [Disclaimer]
15:23
中興通訊CDO崔麗出席《經濟學人》AI創新亞洲峰會2025

新加坡2025年12月4日 /美通社/ -- 12月2日,由《經濟學人》集團旗下Economist Impact主辦的「AI創新亞洲峰會2025」(AI Innovation Asia 2025)在新加坡舉行。中興通訊首席發展官崔麗受邀出席,並在「Agentic AI與客戶體驗」圓桌環節分享了中興通訊在 Agentic AI 賦能客戶體驗、重塑組織韌性、踐行AI倫理治理等方面的實踐洞察及未來展望。

中興通訊CDO崔麗出席《經濟學人》AI創新亞洲峰會2025
中興通訊CDO崔麗出席《經濟學人》AI創新亞洲峰會2025

「言傳」到「意會」:Agentic AI驅動客戶體驗向主動理解與共創演進

崔麗表示,Agentic AI的價值不止於改善界面體驗,而在於從根本上重塑客戶體驗的方式:從用戶告訴系統做什麼,進化為系統能夠主動理解用戶的意圖。客戶體驗正從「言傳」邁向「意會」,從「被動響應」進化為「主動理解和共創」,同時,隨著技術的加速迭代,AI可以獨立承擔的工作復雜度、連續工作時長都在快遞增加。

在AI for All的理念下,中興通訊將Agentic AI深度融入網絡、算力、家庭和個人四大領域,讓技術在精准感知、學習、行動的同時,又能傳遞共情的溫度和科技向善的力量。

以網絡為例,中興通訊正加速Network x AI的雙向賦能和深度融合,基於星雲通信大模型、大數據和數字孿生三大引擎,推動自智網絡向L4+演進。例如,與廣東移動合作部署的「無線故障智能體」,能夠自主檢測異常並自動執行修復,使平均排障時長縮短47%,顯著提升用戶體驗和運維效率。

Agentic AI的「感知—規劃—執行—反思」閉環,將成為提升組織韌性的關鍵動力

在談到 Agentic AI 如何重塑組織的長期韌性與適應性時,崔麗指出,當前企業正處於一個高度不確定的時代,宏觀政經錯綜復雜,技術高速迭代,市場撲朔迷離,使組織既需要在確定性領域實現長坡滾雪球,構築護城河,也需要具備快速感知變化、敏捷應對的能力,從「機械式組織」進化為更具自適應性的「生物型組織」。

她表示,Agentic AI 的核心價值不在於簡單的自動化,而在於通過「感知—規劃—執行—反思」的閉環,形成持續學習和自主進化的能力,從而提升組織面對復雜任務與工作流時的應對效率。

崔麗強調,Agentic AI 對組織韌性的真正重塑,需要建立在扎實的數字化基礎之上,是在數字化之後邁向智能化的關鍵一步。她分享了中興通訊在智能化轉型中的實踐經驗:以「一把手工程」統籌規劃,確保共識與共為;在夯實基礎設施的同時兼顧軟硬協同;從高價值、具體場景切入,持續敏捷迭代;堅持長期主義投入,讓量變帶來質變。

同時,她也提醒,當前 Agent 和 Agentic AI 仍處於發展早期,復雜問題處理、魯棒性、多智能體協同、人機協同等仍存在挑戰,需要行業共同探索與突破。

自動化是手段,人類是引導AI正確發展方向與價值創造的唯一主體

針對企業在AI系統具備越來越多的自主決策能力的背景下,如何確保有效監督和問責到位,崔麗強調,自動化是手段,但責任永遠在人類。AI是新質生產力,但人類永遠是引導其正確發展方向與價值創造的唯一主體。只有在人類持續保持主權的前提下,企業才能在AI大規模應用時代構建真正的數字主權與治理能力。

在這一判斷背後,是當前大模型技術本身的風險特性。崔麗指出,大模型天然具有幻覺、黑盒、不透明的推理鏈路,甚至在強化學習中出現「迎合人類偏好但與事實不符」的風險。這意味著,AI擁有能力,但不具備價值判斷,而價值判斷與責任,是企業治理體系的核心。

因此,在企業治理體系中,最關鍵的是堅持「人機協同」(human-in-the-loop)原則,即在設計、審查、判斷、合規、安全等關鍵環節保持人類的主導地位,同時讓AI與企業自身的Know-how深度結合,形成專業、可審計、有根基的責任鏈路。

結合中興通訊實踐,她提出四點建議:

第一、構建可解釋、可追溯的AI底座。企業建立自己的知識工程和領域模型(DLM),並結合RAG和數字孿生,提高可解釋性和可回溯性,確保專業、安全、可靠。

第二、場景越具體,責任鏈路越清晰。明確邊界的業務場景能形成穩定的審計鏈路;而通用型Agent因范圍模糊與過度泛化,反而會弱化可控性,帶來不可預測的治理風險。

第三、按風險與環境差異進行「Workflow vs Agent」治理。在流程穩定、變化有限的場景,Workflow更利於審計、可控性與准確性;在高變化場景,Agent的自適應雖能提升效率,但必須配套更強監督機制。

第四、通過端-邊-雲協同部署實現治理與成本平衡。不同業務領域的敏感度不同,應以合理的計算架構實現安全、可控與效率的最佳平衡。

從自動化到共生:Agentic AI將重塑企業的技術路線與組織結構

針對Agentic AI未來如何深度融入企業運營,崔麗表示,Agent或Agentic AI未來有望超越簡單重復、打通端到端工作流、並實現認知自動化和自我進化,可被視為能夠主動執行任務、解決問題的數字化勞動力。

同時,她也強調,當前無論Agent還是Agentic AI都處於早期階段,規模化應用和大幅提升效率還有很長的路要走。當下成功使用Agent的場景存在一個共同點,即結構清晰、流程標准、數據充分、容錯率高;而一旦涉及跨部門協作、復雜流程或高風險決策,Agent往往會止步於試驗階段。其根本原因主要體現在兩個方面:一方面,Agents的自動化水平和處理復雜任務的能力仍需持續提升;另一方面,部署Agent絕非簡單接入API,而是涉及企業流程、組織架構與員工隊伍的系統性重塑。

展望Agentic AI技術發展趨勢,崔麗表示,未來技術演進大致呈三階段展開:近一兩年內,Agent及Agentic AI會側重在垂直領域深耕,尤其聚焦信息密集型和有清晰反饋機制的領域,與此同時,可靠性、可追溯性等將持續提升;隨後,其自主、高質量處理復雜任務的能力將持續提升,泛化和適應性也得到增強;再往後,可以期待處理更模糊和開放性的復雜問題,且具備自主學習和自我進化能力。目前Agent的發展速度非常快,不久前發布的Gemini3,再一次定義了SOTA,在推理、多模態理解、交互深度和Agent自主性上,樹立了新的能力標桿。

面對未來Agentic AI發展大勢,她說,積極擁抱AI浪潮,是組織應對變革性技術的唯一正確選擇。她為企業提出四點建議:

第一,做好智能化中長期規劃,同時兼具開放性和進化性,以適應技術和市場的高速變化。

第二,從高價值和高匹配度場景切入,並快速迭代。「干中學」可以讓企業更好地熟悉和掌握AI技術,並探索與Know-how、企業流程等深度融合,同時積累工程經驗和培養技術隊伍。

第三,人才結構也需要適應性變化。她強調,未來組織需要三類關鍵人才:AI技術的人,負責AI的開發和應用,推動技術進步;善於利用AI的人,通過AI提升工作效率,激發創新,推動組織高效運轉;超越AI的人,具備高階思維和健康的身心。

最後,崔麗強調,如果數據是新型生產資料,AI是新型生產力,那麼生產關系也有待重塑才能最大化發揮其價值創造的能力,企業需要以「人機共生」的終局,規劃和實施組織重塑。

「AI創新亞洲峰會2025」是一個連接企業決策者、技術領袖與政策制定者的高層對話平台。該峰會聚焦15場深度專題會議和40余位行業專家的實戰分享,圍繞生成式AI、Agentic AI等前沿技術的商業化路徑,助力企業將技術洞察轉化為實際增長動力,在亞太地區復雜的市場環境中實現可持續的數字化轉型。

媒體問詢
中興通訊股份有限公司
品牌部
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10:34
Robot Concept Stocks Surge as JOHNSON ELEC H/ SANHUA Rally ~8%

Hong Kong's robot concept stocks surged, with JOHNSON ELEC H (00179.HK) escalating 7.86%. SANHUA (02050.HK) mushroomed 7.64%, while UBTECH ROBOTICS (09880.HK) mounted 3.2%. DOBOT (02432.HK) ballooned 3.9%, while HORIZONROBOT-W (09660.HK) leaped nearly 3%.

It is reported that the Trump administration planned to promote the development of the US robotics industry, with the US government considering issuing an executive order on robotics next year.

US robotics-related stocks soared, with Nauticus Robotics (KITT.US) rocketing by 1.16x. iRobot (IRBT.US) snowballed 73.9%, while Serve Robotics (SERV.US) spiked 18.2%. Symbotic (SYM.US) and Tesla (TSLA.US) also rallied 9.4% and 4.1%.
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09:06
IDC Forecasts Apple iPhone Shipments to Rise 6% YoY, Setting All-time New High

Market research firm, IDC, forecasted that Apple (AAPL.US)'s iPhone shipments will increase by 6% YoY to 247.4 million units this year, surpassing the 236 million units record set in 2021.

IDC noted that Apple's iPhone sales are driven by the latest iPhone 17 series, and that the massive demand for iPhone 17 series in the Chinese market notably accelerated Apple's sales performance.

IDC predicted that Apple's 4Q25 iPhone shipments in Chinese will jump by 17% YoY, leading to a 3% YoY growth estimation in the market this year, compared to the earlier forecast of a 1% YoY decline.
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08:29
Robotics-related Stocks Surge as US Reportedly Plans to Issue Executive Order to Boost Robotics Sector

The Trump administration plans to promote the development of the US robotics industry, according to Politico.

US Commerce Secretary, Howard Lutnick, has been meeting with CEOs of robotics companies, and is fully committed to accelerating the industry's development, the report quoted sources as saying. The government is considering issuing an executive order on robotics next year.

The authority is committed to robotics and advanced manufacturing because they are central to bringing key production back to the US, a spokesperson for the US Department of Commerce (DOC) said.

Stimulated by the report, US robotics-related stocks surged, with Nauticus Robotics (KITT.US) spiking 1.16x. iRobot (IRBT.US) snowballed 73.9%, while Serve Robotics (SERV.US) soared 18.2%. Symbotic (SYM.US) and Tesla (TSLA.US) also shot up 9.4% and 4.1%, while Teradyne (TER.US) elevated 2.7%.
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07:26
20+ CN Cities Appear to Have Halted or Adjusted Car Trade-in Subsidies

With the fourth batch of RMB69 billion national subsidy funds depleting, more and more regions in China are either suspending or adjusting car trade-in subsidy campaigns, according to a report by yicai.com.

As of now, incomplete statistics show that over 20 Chinese cities have already halted or tweaked applications for car trade-in subsidies.

For example, Hubei Province adjusted the issuance method of car trade-in qualification vouchers in mid-November. The vouchers are now distributed in four batches per day, with the final batch being issued on Friday (5th). Each batch ends once the vouchers are fully claimed.
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05:07
NVIDIA CEO Uncertain if CN Will Accept H200 AI Chip

NVIDIA (NVDA.US) CEO Jensen Huang stated on Wednesday, after meeting with US President Donald Trump, that he is uncertain whether China will accept the company's H200 AI chip if the U.S. loosens sales restrictions.

Huang mentioned discussions with Trump regarding export control issues but refused to disclose specific details. Previously, U.S. government officials had discussed whether to allow NVIDIA's H200 chip sales in China.
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05:06
DJIA Ends Up 408Pts as Odds of US Rate Cut Next Wk Hits 90%; Microsoft Slips 2%+

U.S. private enterprises unexpectedly cut 32,000 jobs in November, whereas the market had originally projected an increment of 42,000 jobs. The likelihood of the Fed's 25-bps rate cut next week elevated to about 89%. Investors eyed on the U.S. economic outlook, and despite being initially dampened by Microsoft (MSFT.US), U.S. bourse rebounded to close higher on Wednesday.

The DJIA leaped 408 points or 0.9% to end at 47,882. The Nasdaq added 40 points or 0.2% to finish at 23,454. The S&P 500 rose 20 points or 0.3% to settles at 6,849.

Although Microsoft denied lowering sales quotas for AI-related software, its stock still fell off 2.5% at close. Hijacked by Microsoft, AI-related stocks subtracted, including chip manufacturer Nvidia (NVDA.US), which dipped 1%, and Broadcom (AVGO.US), which dropped 0.3%. Micron (MU.US) lost over 2%.

Warner Bros. Discovery (WBD.US) reportedly received an almost all-cash acquisition offer from Netflix (NFLX.US), causing the latter's stock to slip nearly 5%.
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2025-12-03
15:33
Tesla Releases Footage Displaying Robot Optimus Running

Tesla (TSLA.US) has released footage on social platform X, demonstrating the humanoid robot Optimus's ability to run smoothly in a laboratory.

At the November shareholder meeting, the company stated that it has a production line in Fremont, with a goal to produce 1 million units of Optimus by the end of next year, with costs kept under US$20,000 per unit.

The company plans to set up a new production line in Texas with an annual capacity of up to 10 million units.
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