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World's third most powerful, with 'fable-level immersion'! Kimi K3 with 2.8 trillion parameters sets a new open-source record
In evaluations, Kimi K3's overall intelligence level is close to that of the world's leading closed-source models. According to GDPval-AA v2 data on knowledge work benchmarks, Kimi K3 scored higher than Claude Opus 4.8 Max, ranking just behind Claude Fable 5 Max and GPT-5.6 Sol Max. Prior to the model's official release under an open-weights license, reports indicated that Moonshot AI internally regarded it as a key product targeting Anthropic's latest flagship model, Claude Opus 4.8.
Unitree's imminent IPO and Tesla's procurement guidance provided dual catalysts, driving Hong Kong-listed robotics-related stocks sharply higher.
According to LatePost, multiple sources familiar with Tesla’s supply chain revealed that Tesla has recently issued specific procurement guidelines for Optimus components, requiring suppliers to ramp up production capacity to 1,000 units per week by September this year and further increase it to 2,000–2,500 units per week by year-end. Two individuals close to the suppliers indicated that Tesla typically places orders approximately two months in advance, and they have already seen concrete orders for several hundred units scheduled for August. Based on this, Tesla’s suppliers are expected to have the capacity to supply components for 100,000 Optimus units annually by the end of the year.
Goldman Sachs makes a strong call: Go long on China's AI value chain
As investors pull capital out of South Korea’s two leading memory chip giants—the top performers globally this year—and seek alternative assets with more attractive valuations, the Chinese market is clearly standing out…
Nomura on humanoid robots: Data is the key bottleneck and core moat; dexterous hands determine the pace of commercialization.
Data collection is replacing hardware as the key bottleneck in the industrialization of humanoid robots, and the technological maturity of dexterous hands directly determines the timeline for commercial deployment.
Hong Kong Stock Market Movement | Nuobikan (02635) Rises Over 6% as Its Recent Subsidiary, Shaanxi Huibo, Secures RMB 40 Million in Additional Capital to Further Develop Smart Airport Business
Nobikan (02635.HK) rose more than 6%. As of the time of writing, it was up 6.45% at HK$12.04, with a trading volume of HK$56.0763 million.
Accelerating capitalization progress coupled with mass production drawing nearer has driven Hong Kong-listed robotics-related stocks higher.
July 3 news: Most robotics-related stocks strengthened, with Lai Fu Xie Bo up over 33%, Zhaowei Mechatronics up over 25%, Estun Automation up over 22%, and MicroPort MedBot-B rising nearly 15% as of the time of writing.