每日经济新闻 （责任编辑：董萍萍 ） 中信建投证券表示，人形机器人指数相对涨跌主要受T链进展（性能迭代、硬件定型、量产指引） 影响。板块从主题投资（聚焦硬件新方向）到量产预期（聚焦供应链确定性+硬件新方向），现阶段 Gen3硬件定型及规模化量产虽推迟至2026年，但板块β仍具韧性。 机器人ETF（562500）是全市场唯一规模超两百亿的机器人主题ETF，成分股覆盖人形机器人、工 业机器人、服务机器人等多个细分领域，帮助投资者一键布局机器人上中下游产业链。场外联接（华夏 中证机器人ETF发起式联接A：018344；华夏中证机器人ETF发起式联接C：018345）。 截至10点5分，机器人ETF（562500）走出"V"型修复行情，虽微跌0.21%，但多头抵抗意愿强烈。 持仓股方面亮点突出，步科股份强势领涨超8%，禾川科技涨超4%，巨轮智能、博杰股份等个股跟涨； 固高科技、海目星等个股短期承压。流动性方面表现尤为抢眼，开盘半小时成交额已突破3.32亿元，交 投十分火爆。 消息方面，据商汤科技消息，大晓机器人将于12月18日正式亮相，发布多项技术与产品阵列，并将 推出首个国内开源且实现商业应用的"开悟"世界模型3. ...

MEET组委会 发自 凹非寺 量子位 | 公众号 QbitAI 抓紧，真的只剩 一周 时间了！ 因为AI圈一年一度绝对不容错过的盛宴马上就要来了—— MEET2026智能未来大会 。 而且现在大会的内容已经可以剧透，真就是光看嘉宾就知道有多重磅了，包括清华大学张亚勤、孙茂松、智源研究院王仲远等学术界的大咖， 国内产业界有百度、小米、商汤等，国外有谷歌云、亚马逊云科技、高通等。 不仅如此，议题内容也是相当之丰富，从大语言模型到多模态，从具身智能到自动驾驶，从云计算到具体应用，可以说是涵盖了与当下主流AI 相关的方方面面。 还有还有，如果你也希望获得最前瞻的观点，那MEET也是绝对不容错过的大会，包你有收获和启发～ 是不是看到这就已经开始心动了？心动不如行动， 线下报名通道 这就奉上： 那么MEET2026智能未来大会还有什么亮点？我们继续往下看。 亮点一：重磅GenAI对话+前沿Agent圆桌，深挖年度最热议题 今年大家还在问AI会不会取代人类吗？可能已经没那么焦虑了—— 因为AI开始学会自己动手了。 Robotaxi不再只是PPT里的概念，而是真的在街头载客；Agent也不再只是写写代码、回回邮件，而是能自主 ...

公开资料显示，大晓机器人首席科学家陶大程兼具顶尖学术造诣与深厚产业实践积淀。作为澳大利亚科 学院院士，他荣获IEEE计算机学会技术成就奖，在学术领域持续推动人工智能基础研究的边界拓展； 同时，他曾出任京东探索研究院创始院长、优必选人工智能首席科学家，深度参与科技企业的技术战略 布局与产品落地实践。（新浪科技） 【商汤"1+X"再添新成员：#商汤联创王晓刚任大晓机器人董事长#】商汤"1+X"再添新成员，商汤科技 联合创始人、执行董事王晓刚出任大晓机器人（ACE ROBOTICS）董事长，世界级AI科学家陶大程院 士担任首席科学家，将进一步深耕具身智能领域，通过突破性技术创新，推动机器人自主理解和探索物 理世界，加速具身智能商业化场景落地。 据悉，大晓机器人将于12月18日发布多项技术与产品阵列，并推出首个国内开源且实现商业应用的"开 悟"世界模型3.0，与行业伙伴一同构建自主可控、开放共赢的产业体系。 ...

Industry Overview - The embodied intelligence industry is experiencing rapid growth, with a projected market size of 400 billion yuan by 2030 and over 1 trillion yuan by 2035 in China, driven by innovation and demand release [1] - The industry is expected to grow at an annual rate exceeding 50% in recent years [1] Company Developments - Wang Xiaogang, co-founder and executive director of SenseTime, has been appointed as the chairman of the embodied intelligence company "Daxiao Robotics" [1] - Daxiao Robotics plans to launch several leading technologies and products, including the "KAIWU" World Model 3.0 and the Embodied Super Brain Module A1, on December 18 [1] - Following the announcement, SenseTime's stock price rose by 3.38%, closing at 2.14 HKD on December 4 [1] Technological Advancements - Daxiao Robotics has assembled a team of top AI scientists and industry experts, including the chief scientist Tao Dacheng, an academician of the Australian Academy of Science [3] - The company is focused on embodied intelligence and aims to introduce a pioneering ACE technology paradigm, which integrates "environmental collection + world model + embodied base model" [3] - SenseTime has a strong technological foundation in embodied intelligence, recently releasing and open-sourcing the multi-modal model architecture NEO to support various applications [3][4] Product Innovations - SenseTime's "Puffin" AI model enhances embodied intelligence by enabling AI to think from a human-like perspective using camera input, improving global collaboration, perception accuracy, and scene training efficiency [4] - The "Wuneng" platform, launched at the 2025 WAIC, covers core capabilities in perception, navigation, and interaction, facilitating real-world interactions across various terminals like vehicles and robots [4] Strategic Positioning - For SenseTime, embodied intelligence represents a natural extension of its technological path, evolving from its initial strengths in computer vision to a comprehensive platform integrating vision, perception, interaction, and decision-making [4] - The company is positioned to become a significant player in the embodied intelligence sector, leveraging its technological advancements and market strategies [4]

Core Viewpoint - Company shares of SenseTime (00020) rose by 3.38% to HKD 2.14, with a trading volume of HKD 644 million, following the announcement of a new multimodal model architecture "NEO" developed in collaboration with Nanyang Technological University's S-Lab [1][1]. Group 1 - The newly released "NEO" is expected to be the industry's first usable native multimodal architecture (Native VLM) that achieves deep integration [1][1]. - The innovative design of "NEO" is based on fundamental principles specifically tailored for multimodal applications, aiming for a breakthrough in performance, efficiency, and versatility [1][1]. - This new architecture lays the foundation for the SenseNova multimodal model and signifies a new era in AI multimodal technology with the introduction of "native architecture" [1][1].

"没有一个标准化的人工智能软件可以直接赋能到行业，真正的赋能就是跟行业的深度结合。"徐立表示。 商汤孵化AI医疗准独角兽 日前，商汤医疗宣布顺利完成数亿元融资，由联想创投、联创资本、九弦资本、申冉投资等多家机构共同参与。在半年内，其 累计融资规模已达10亿元。 在商汤医疗"智启新生，医领未来"启航盛典上，商汤集团董事长兼CEO徐立强调：商汤医疗是集团"1+X"战略生态的核心延伸， 集团将作为其最稳固的技术后盾与最坚定的战略伙伴。 当商汤决定将技术之锚深深抛入某个具体行业时，它为何选择医疗？ 过去几年，以计算机视觉起家的商汤，其技术已渗透进各行各业。"每到两个地级市，就必然有一个是用了商汤的系统，每用两 次手机的刷脸，就必然有一次是商汤背后的系统。"徐立表示。 商汤在2024年底启动"1+X"战略转型。"1"代表AI云、通用视觉模型等核心业务，"X"则是商汤集团重组拆分的生态企业矩阵，包 括智能汽车"绝影"、家庭机器人"元萝卜"、智慧医疗、智慧零售等。这些生态企业设立独立的CEO，并对业务发展负责。 上海瑞金医院院长宁光院士在论坛上比喻道，"堡垒里的人"过着传统而安逸的生活，但"外面的围兵"已至。他回忆，瑞金医 ...

Core Points - The MEET2026 Intelligent Future Conference is a significant event in the AI sector, featuring prominent speakers from academia and industry, including Tsinghua University and major tech companies like Baidu and Google Cloud [1][22][36] - The conference will cover a wide range of topics related to AI, including large language models, embodied intelligence, and cloud computing applications [3][36] - Two key discussions will focus on the practical implications of AI advancements, particularly in autonomous driving and AI agents [9][12][17] Group 1: Conference Highlights - The conference will feature a GenAI Talk discussing the second phase of autonomous driving entrepreneurship, led by industry leaders [12][13] - A roundtable discussion will explore the evolution of AI agents and their potential to transform various industries [17][18] - Nearly thirty influential guests from academia and industry will share insights on AI's future, including key figures from Tsinghua University and major tech firms [18][22] Group 2: Reports and Trends - The conference will release the "2025 Annual AI Top Ten Trends Report," summarizing significant AI advancements and future trends [38][41] - An "Annual AI List" will highlight the most influential and innovative leaders in the AI industry across three dimensions: companies, individuals, and products [38][60] - The event aims to bridge the gap between theoretical AI research and practical applications, focusing on current challenges rather than distant AGI concepts [36][37]

Core Insights - AI technology is significantly transforming the advertising and film production processes, making it essential to choose a company with strong technical capabilities and creative execution [1] Group 1: Top Recommended Companies - **First Place: Wanxiang Tianying Film Technology Co., Ltd. (Score: 9.8/10)** The company excels in AI-driven full-process production capabilities, integrating generative AI, computer vision, and big data analysis to offer a one-stop service from creative generation to precise delivery analysis [2][4] - **Second Place: Volcano Engine by ByteDance (Score: 9.5/10)** Leveraging ByteDance's vast data and algorithm advantages, Volcano Engine excels in AI video generation, intelligent editing, and personalized ad material production, making it ideal for rapid, large-scale social media advertising [6] - **Third Place: SenseTime (Score: 9.2/10)** As a leading AI software company in Asia, SenseTime applies advanced visual AI technology in advertising and film, offering immersive interactive advertising experiences and enhancing material quality through AI super-resolution technology [8] - **Fourth Place: BlueFocus AI Business Unit (Score: 8.9/10)** A giant in the domestic marketing communication field, BlueFocus integrates AI tools across various functions, providing intelligent advertising solutions that combine AI capabilities with integrated marketing strategies [9] - **Fifth Place: Baidu Smart Cloud - AI Creation and Content Platform (Score: 8.7/10)** Based on Baidu's Wenxin large model, the platform supports diverse creative material generation through natural language descriptions, offering unique advantages in creative optimization and effect prediction [10] Group 2: Selection Guidance - For advertising professionals seeking high creative efficiency and full-process integration, Wanxiang Tianying and BlueFocus offer end-to-end solutions worth prioritizing [11] - If the focus is on automated generation and delivery of personalized materials, Volcano Engine and Baidu Smart Cloud's platform capabilities are more attractive [11] - For those in the film industry focusing on high-quality visual effects and cutting-edge technology, Wanxiang Tianying's film-grade AI engine and SenseTime's mixed reality platform are the professional choices [11]

人民财讯12月4日电，商汤"1+X"再添新成员。12月4日，大晓机器人对外官宣，将于12月18日发布多项 技术与产品阵列，并将推出首个国内开源且实现商业应用的"开悟"世界模型3.0。证券时报记者获悉， 商汤科技联合创始人、执行董事王晓刚出任大晓机器人董事长，AI科学家陶大程担任大晓机器人首席 科学家。 ...

为实现 " 大脑 " 与多模态模型的高效协同，商汤医疗打造 " 双中台 " ： 大医 ®Bots 智能体开发平台支 持零代码孵化应用，已推出 " 大医智健 "" 大医智研 "" 大医医助 " 三款标准化产品；多模态基础模型应 用生产平台则实现医学图像 AI 应用的全生命周期零代码开发。在此基础上，公司构建了包含智慧诊疗、 智慧就医、智慧科研、智慧医疗云的四大平台矩阵，形成 " 数据 - 模型 - 场景 - 产业 " 的完整闭环。 商业落地方面，商汤医疗已取得多项突破： 临床端上线 40 余款 AI 模块，覆盖肺、心脏、肝脏等十余个 临床方向，其智慧病理系统可提升科室效率 30%-50% ，肿瘤检出敏感性接近 100% ；与北京清华长庚 医院合作推出肝脏智能决策多模态智能体，辅助完成超 400 例复杂肝切除手术；联合罗氏制药搭建的科 研平台，已覆盖全国 90 个城市 700 家三甲医院，助力 600 余项科研项目落地。此外，公司还与上海申 康医院发展中心共建医疗大数据训练设施，并为美的旗下和祐医院部署智慧诊疗平台，产品同步入驻联想 SSG 全渠道。 海外布局同样提速 ，商汤医疗已斩获新加坡首张 AI 胸部 CT ...