Core Viewpoint - The article highlights the significant rise in the stock price of Danghong Technology following the launch of its BlackEye Vision robotic remote control system, indicating strong market interest and potential for growth in the robotics sector [2]. Company Summary - Danghong Technology's stock increased by 17.83%, reaching 57.5 yuan as of August 6 [2]. - The company officially launched the BlackEye Vision robotic remote control system on August 5, marking a significant milestone in its product offerings [2]. - The BlackEye Vision system is described as a revolutionary solution for ultra-long-distance remote control of robots, with a focus on low-latency performance [2]. - This system is one of the few commercially available ultra-low latency robotic remote control solutions in China [2]. Industry Summary - The launch of the BlackEye Vision system represents a notable advancement in the robotics industry, particularly in the area of remote control technology [2]. - The commercialization of such advanced solutions suggests a growing market for robotics applications, potentially leading to increased competition and innovation within the sector [2].

人民财讯8月6日电，据当虹科技消息，当虹科技8月5日正式首发BlackEye Vision机器人超远距离远程操 控系统并宣布已正式投入商用。 ...

截至8月5日收盘，Sora(文生视频)概念下跌0.53%，位居概念板块跌幅榜前列，板块内，大恒科技、万 兴科技、群兴玩具等跌幅居前，股价上涨的有14只，涨幅居前的有恒锋信息、吉视传媒、当虹科技等， 分别上涨4.85%、4.72%、4.47%。 今日涨跌幅居前的概念板块 Sora(文生视频)概念资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 300624 | 万兴科技 | -5.95 | 13.67 | -19681.54 | | 002575 | 群兴玩具 | -3.79 | 7.97 | -17152.61 | | 300418 | 昆仑万维 | -1.54 | 3.73 | -16858.26 | | 601929 | 吉视传媒 | 4.72 | 27.30 | -16157.73 | | 300188 | 国投智能 | -1.79 | 5.70 | -12536.55 | | 300781 | 因赛集团 | -0.91 | 14.45 | -6848.98 | | 301171 ...

Investment Rating - The report maintains a "Positive" investment rating for the software and services industry [7]. Core Viewpoints - The report expresses a strong optimism regarding the performance of AI applications in the second half of the year, driven by supportive government policies and increasing market activity in AI-related sectors [6][27]. - Recent policies from Shanghai and Shenzhen are expected to accelerate the development and application of AI technologies, particularly in infrastructure and low-altitude economy [20][29]. Summary by Sections Market Performance - Last week, the computer sector experienced a slight decline of 0.39%, ranking 8th among major industries in the Yangtze River region, with a market share of 9.27% in total trading volume [2][4][16]. Key Recommendations - Focus areas include: 1. AI infrastructure 2. Overseas applications in AI+ fields such as video, coding, and integrated solutions 3. Vertical integration companies in closed-loop scenarios like education, taxation, and healthcare [6][27][42]. Policy Support - Shanghai's recent measures include a 600 million yuan subsidy for computing power and various incentives for AI model development, which are expected to lower operational costs and enhance AI application deployment [20][24]. - Shenzhen's plan aims to establish a comprehensive low-altitude infrastructure by 2026, with projected economic output exceeding 130 billion yuan [32][29]. Investment Opportunities - The report highlights potential investment opportunities in: 1. Domestic large model manufacturers 2. AI intelligent entities 3. Domestic computing power supply chains 4. High-quality data-related companies [27][42].

Investment Rating - The report maintains an "Overweight" rating for the computer industry [1] Core Viewpoints - Robot teleoperation is defined as using remote control to map human actions onto machines across physical spaces [6] - The primary applications of robot teleoperation include human-machine task execution, safety assurance, and training data collection [7] - Current technical challenges in teleoperation include communication latency and tactile feedback [8] - Investment in robot teleoperation is seen as a means to accelerate the deployment of robots in various scenarios and to enhance safety measures [11] Summary by Sections 1. Definition of Robot Teleoperation - Robot teleoperation refers to the remote control method that allows human actions to be mirrored onto machines [6] 2. Main Purposes of Robot Teleoperation - Human-machine task execution is necessary as humanoid robots currently lack sufficient intelligence for autonomous task completion, especially in hazardous environments [7] - Safety assurance is critical due to potential hacking risks and algorithmic flaws that could lead to accidents [7] - Training data collection is essential for humanoid robots to learn physical actions through human demonstrations, which require teleoperation [7] 3. Current Technical Challenges in Teleoperation - Communication latency affects the real-time operation of teleoperation, particularly in long-distance tasks [8] - Tactile feedback devices are expensive, and the autonomous reasoning capabilities for tactile intelligence are still under development [8] 4. Main Methods of Teleoperation - Current mainstream teleoperation methods include VR controllers, motion capture devices, master-slave robotic arms, exoskeletons, and Cartesian coordinate controllers [9][10] 5. Investment Recommendations - The report suggests that robot teleoperation can facilitate the integration of robots into various applications and is crucial for collecting training data [11] - The market for teleoperation is promising, with a recommendation to focus on companies like Changhong Technology, which is developing remote control solutions for robots [11]

7月30日当虹科技(688039)收盘价44.00元，收盘上涨15.79%，全天换手率13.41%，振幅20.63%，成交额 6.26亿元。科创板交易公开信息显示，当日该股因日收盘价涨幅达15%等上榜。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.44亿元， 其中，买入成交额为7725.67 万元，卖出成交额为6682.52万元，合计净买入1043.15万元。具体来看，今日上榜的前五大买入营业部 中，有1家机构专用席位现身，即买一，买入金额分别为2158.61万元，营业部合计买入5567.05万元。卖 出营业部中，有2家机构专用席位现身，即卖一、卖三，卖出金额分别为2157.74万元、1085.59万元，营 业部合计卖出3439.19万元。买卖金额相抵，机构专用席位今日净卖出该股1084.72万元。 资金流向方面，该股今日全天主力资金净流入5751.40万元。（数据宝） 当虹科技7月30日龙虎榜 | 买入营业部名称 | 买入金额(万元) | | --- | --- | | 机构专用 | 2158.61 | | 开源证券股份有限公司西安西大街证券营业部 | 1477.02 | | 国融证券股份有 ...

AI应用端异动拉升 当虹科技触及涨停 智通财经7月30日电，AI应用端日内异动拉升，当虹科技触及20CM涨停，因赛集团、中文在线、鼎捷 数智、南兴股份、视觉中国等跟涨。消息面上，智谱旗舰模型GLM-4.5重磅发布并开源，作为首款 SOTA级原生智能体大模型，国产综合评测第一，性能媲美全球最强旗舰模型。参数效率翻倍，API价 格仅为Claude的1/10，速度超100tokens/秒。 ...

Core Viewpoint - The company is focusing on its business needs for recruitment and emphasizes its advanced technology in video transmission and processing for robotics applications [1] Group 1: Technology and Innovation - The company's core technologies include ultra-low latency video encoding, super compression, visual AI models, and the BlackEye multimodal audiovisual model, enabling high compression rates and low-latency video transmission [1] - The developed remote control solution for robots allows for deep processing and ultra-low latency transmission of various data types, including video, audio, radar point clouds, and device signaling [1] Group 2: Market Engagement - The company recognizes the growth potential in the robotics sector and has invested in the Cloud Deep Technology through the establishment of the CCTV Media Industry Investment Fund [1]

Core Viewpoint - The company is focusing on its business needs for recruitment and emphasizes its advanced technology in video transmission and processing for robotics applications [1] Group 1: Technology and Innovation - The company's core technologies include ultra-low latency video encoding, super compression, visual AI models, and the BlackEye multimodal audiovisual model, enabling high compression rates and low-latency video transmission [1] - The developed remote control solution for robots allows for deep processing and ultra-low latency transmission of various data types, including video, audio, radar point clouds, and device signaling [1] Group 2: Market Engagement - The company recognizes the growth potential in the robotics sector and has invested in the Cloud Deep Technology through the establishment of the CCTV Media Industry Investment Fund [1]

Core Viewpoint - The performance of Huawei's computing concept stocks is active, with significant gains observed in several companies ahead of the World Artificial Intelligence Conference (WAIC) [1] Group 1: Stock Performance - Yuncong Technology saw a rise of over 10% [1] - Zhizhen Technology reached its daily limit up [1] - Tianrun Technology, Tuolisi, and Zhongcheng Technology increased by over 5% [1] - Other companies such as Hand Information, Danghong Technology, Youkede, and Hengwei Technology also experienced gains [1] Group 2: Upcoming Events - The 2025 World Artificial Intelligence Conference (WAIC) is set to take place from July 26 to July 29 [1] - Huawei will showcase its Ascend 384 super node hardware for the first time at this event [1] - Huawei's Ascend super node technology has achieved the industry's largest scale with 384 card high-speed bus interconnection [1]