01Subdivide componentsFrameless torque motor: China is in the second echelonThe control motors used in the robot joints can be mainly divided into servo motors and stepper motors. The stepper motor has the advantage of ease of use and cost, and the s...

On September 27, the China Securities Regulatory Commission held a meeting of the Party Committee (Enlarged) to convey and study the spirit of the meeting of the Political Bureau of the Central Committee on September 26, and to study, deploy and impl...

Tony, head of top traders and hedge fund research at Goldman Sachs, September 26 In a research note released over the weekend, Pasquariello reviewed the week of the Fed's first rate cut in four years, noting that "the Fed's rate cut cycl...

On September 27, 2024, according to the Wall Street Journal, OpenAI is planning to transform its operating model into a for-profit enterprise, a decision that is dividing the company. Since OpenAI's inception in 2015, its original intention was t...

01Dismantling of the value of the industrial chainTesla Optimus teardownThe number of actuators at Optimus is 28 (14 each linear and 14 rotary), including 6 design types (Class 3 lead screws and 3 types of frameless torque motors), which are generall...

On September 20, the central bank announced that the 1-year and 5-year LPR prime rates remained unchanged. The fact that the LPR was not lowered in September cannot be regarded as the end of monetary easing, and interest rate cuts, RRR cuts, and net ...

On September 21, the Wall Street Journal broke the news that Qualcomm had recently issued an acquisition offer to Intel and approached Intel about the acquisition. Subsequently, the CNC also confirmed the news.On the news, Intel's stock price ros...

On September 20, EU regulators issued an ultimatum to Google: If Google fails to address EU concerns in a timely manner and display competitors' products more prominently in its search services, Google will face a hefty fine of up to 10% of its a...

01Consumption logicConsumption is weakening overall, but there are structural opportunitiesIn the 90s, Japan's consumption weakened in terms of total volume, and the average consumption tendency continued to decline. At the end of the 80s, with t...

On 18 September, the Fed announced after the Monetary Policy Committee FOMC meeting that the target range for the federal funds rate would be reduced by 50bp from 5.25% to 5.50% to 4.75% to 5.0%. This is the first rate cut since the Fed began its tig...

On September 12, OpenAI released a new generation of O1 series models, claiming that it can reason about complex tasks and solve more difficult problems than previous scientific, coding, and mathematical models. These advances are also considered key...

On September 15, SpaceX announced on social platforms that the "Dragon" spacecraft carrying out the "Polaris Dawn" mission successfully returned to Earth and landed off the coast of Florida in United States with a splash. It was t...