随着人工智能技术迈入"深水区"，盛大集团、天桥脑科学研究院创始人陈天桥在2026年春节前夕，首次 向旗下MiroMind全体员工发出一封题为《我如何和AGI公司一起成长》的内部信。在信中，陈天桥系统 性阐述了MiroMind在技术路线、组织进化等方面的最新思考，明确将避开通用的"聊天机器人"赛道， 转而聚焦"发现式智能""通用求解器"，并非参与同质化的通用聊天大模型竞争。 面对外部融资环境的波动，陈天桥在信中给出坚实的承诺。他将盛大的投入定义为"耐心资本"——没有 短期的季报压力，也不寻求急功近利的退出。盛大将永远作为MiroMind的"保底投资人"。虽然公司欢 迎认同长期价值的第三方资本加入，但盛大的兜底机制确保MiroMind的战略定力，不会因短期资金问 题而动作变形。 此外，他还公布一项极具诚意的人才激励政策：在未来融资中，将预留资金用于回购员工股票，为长期 奋斗者提供常态化的"流动性窗口"。"我们不想只做一个赚钱的工具公司。"陈天桥在信中重申创立 MiroMind的初心，希望在这场AI变革中为时代留下真正有价值的"新东西"。他还向内部员工及外部人 才发出邀请，欢迎那些在乎长期价值、愿意思考"为这个时代 ...

专题：《硬核AI客》 本期节目聚焦由首程控股有限公司运营的机器人消费体验品牌"陶朱新造局"，其运营模式集展示、体 验、互动与消费于一体，定位为智能生活空间。以"玩得起、看得见、买得到"为理念，旨在破解机器人 产品的认知与消费壁垒。 目前，陶朱新造局已在北京等城市成功开设3家门店，其中位于北京首钢园融石广场的旗舰店，展陈面 积超300平方米，汇聚了包括加速进化、宇树科技等在内的生态伙伴的前沿产品。未来半年内，首城控 股将在全国核心城市开设20+家门店，形成覆盖交通枢纽、高端商圈、文创地标、热门景区的体验网 络。同时也将推进"机器人科技会客厅"落地，打造"教育科创+智能制造+产融对接"的示范平台，让产融 协同的价值充分释放。 作为一档聚焦人工智能领域的深度探访节目，《硬核AI客》创新性采用"栏目主理人+顶尖机构专家"的 深度搭档模式，用沉浸式探访替代远程解读，用犀利对话代替表面观察。这种独特形式让节目既有财经 观察者的敏锐洞察力，又有专业机构的深度分析视角，为观众呈现最具"硬核"质感的产业观察。通过沉 浸式探访、实景互动测试与深度对话，节目将系统性呈现AI产业链关键玩家的最新研发成果，拆解技 术背后的商业逻辑，剖 ...

Group 1 - The core theme of this year's New Year shopping is a shift from traditional goods to technology-driven products, with items like robotic dogs gaining popularity among consumers [3][5][9] - Consumers are redefining New Year goods to include personalized and emotional products, such as creative dolls and trendy accessories, reflecting a desire for unique experiences [7][9] - The rise of digital consumption vouchers has transformed the shopping experience, making it more accessible and convenient for consumers [10][12][14] Group 2 - In Henan, the launch of the online New Year goods festival has made digital consumption vouchers highly sought after, indicating a shift towards virtual shopping [12][14] - The sales of traditional items like the year orange have increased significantly, with e-commerce contributing to a 30% growth in sales compared to the previous year [17] - The transformation of year oranges into creative products, such as plush toys and decorative items, showcases the blending of tradition with modern consumer trends [15][19]

Core Insights - The third batch of full-size industrial humanoid robots, ATOM, has officially commenced mass production and delivery, marking a significant milestone for the company as robots are deployed globally for operational tasks [1][3] - This mass production serves as a "real-world test" to evaluate the maturity of technology, reliability of products, and adaptability to actual industrial needs, distinguishing between "laboratory concepts" and "industrial products" [1][3] Group 1 - The difficulty of achieving large-scale production of full-size humanoid robots is significantly greater than that of developing individual prototypes [3] - The company has leveraged its experience from deploying over 100,000 collaborative robots globally, integrating practical manufacturing principles into the entire production process of ATOM [3] - ATOM's "brain" is based on the self-developed DOBOT-VLA model, which eliminates the need for complex programming by utilizing end-to-end technology to integrate vision, language, and actions [3] Group 2 - An example of ATOM's capabilities includes its operation at a cinema in Nanshan District, where it successfully made popcorn for 14 hours a day, demonstrating its ability to understand vague verbal instructions and correct minor operational deviations [3] - The delivery of this batch of robots represents a crucial development point for the company, allowing embodied intelligent robots to become more integrated into global industrial production [3] - The company plans to continue evolving its robots to be more stable and efficient, advancing the practice of "artificial intelligence+" and collaborating with industry partners to enhance the value created by embodied intelligence in various scenarios [3]

Group 1 - The core viewpoint is that the accumulating national debt is pushing the United States towards bankruptcy, and the only way out is through AI and robotics technology [1] - Elon Musk praised China's manufacturing capabilities and predicted a significant influx of Chinese-made electric vehicles into the global market, emphasizing that China is an energy powerhouse [3] - Musk stated that China will lead the world in AI computing capabilities, attributing this advantage to its power supply [5] Group 2 - Musk believes that U.S. export controls on semiconductors to China may become less significant over time, as China will "solve the chip problem" [6] - He mentioned that even if China cannot access the most advanced chip designs, it could still narrow the AI technology gap due to diminishing marginal returns in cutting-edge chip performance [6] - Musk's team has been exploring the Chinese photovoltaic industry, with reports of orders from a heterojunction equipment manufacturer, indicating ongoing collaboration with Chinese firms [6]

2月6日早盘，市场下探后持续回暖，深成指、沪指接连翻红，机器人板块异动走强。截至10:48， 国证机器人产业指数上涨2%，成分股中，天智航-U涨超11%，震裕科技涨超6%，拓普集团、绿的谐波 等涨超5%，机器人ETF易方达（159530）盘中净申购达5000万份。 中央广播电视总台近日宣布，2026年春节联欢晚会将继续致力于文化和科技融合创新实践，打造一 桌科技感十足的"文化年夜饭"，具身机器人将再次登台，"舞"出新高度。今年春晚的创意融合节目从传 统文化中汲取灵感，将舞蹈、戏曲、歌咏等表演形式融入情景化演绎，借助人工智能生成影像与实景舞 台扩展技术，打造视效奇观。 长城证券表示，2026年是机器人量产爬坡的关键节点，同时叠加国内机器人头部企业逐步实现从0 到1的突破，有望形成海内外相关产业的加速共振，持续看好机器人产业链投资机会，关注价值量较高 的丝杠、电子皮肤等环节以及具备较高成长性的机器人大脑等方向。 每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参 ...

Group 1 - The Robot ETF (562500) has shown a strong upward trend, with the latest price at 1.061 yuan, up 1.531% from the opening price, indicating a clear rebound intention and steady strengthening in the market [1] - The ETF tracks 66 constituent stocks, with 55 stocks experiencing gains, led by Tianzhihang with over 10% increase, followed by Ruishun Technology and Obimic with over 6% gains, creating a strong upward momentum in the sector [1] - The trading volume of the ETF has reached 658 million yuan, with a turnover rate of 2.67%, reflecting a stable trading rhythm and active market participation [1] Group 2 - Global leader in intelligent robotics, Jizhijia (2590.HK), announced a revenue of 4.137 billion yuan for 2025, representing a year-on-year growth of 31.7%, with significant orders from Latin America and Eastern Europe [1] - The company is expected to be included in the Hong Kong Stock Connect on February 6, which is anticipated to enhance liquidity and strengthen future growth certainty due to continuous order breakthroughs and approaching profitability [1] - The humanoid robot industry is undergoing significant technological transformations and application explorations, with 2026 expected to be a critical year for commercialization [2] - The Robot ETF (562500) is the only robot-themed ETF in the market with a scale exceeding 20 billion, covering various segments including humanoid robots, industrial robots, and service robots [2] - Recent adjustments to the ETF's constituent stocks have increased the humanoid robot content to nearly 70%, successfully removing underperforming stocks and retaining high-quality ones [2]

0:00 了吗？ 现在中国的机器人都已经这么牛逼 ...

近年来，国家多地市积极出台制造产业相关政策，以推动制造业高质量发展。多地市通过财政奖补、贷款贴息等 措施，支持企业扩大有效投入、提升创新能力，构建起"技术创新—产业生态—制度保障"三位一体的政策体系。 在成都市，政府以培育新质生产力为核心，统筹推进智能制造与工业4.0建设，聚焦高端装备制造与装备制造业创 新，加大专精特新企业培育力度。 工业具身智能是指将人工智能与机器人技术深度融合，使机器具备感知、决策、执行能力，并通过物理实体与工 业制造环境实时交互，实现自主适应复杂生产任务、提升智能化水平的系统。在成都加速构建全国先进制造业基 地的战略布局中，仁新机器人凭借其"市级企业技术中心"资质，成为成都机器人产业升级的关键推动者。根据成 都市《关于促进机器人产业高质量发展的若干政策措施》，获评市级技术中心的企业需在研发投入、技术成果转 化、产业链协同等方面达到行业领先水平，这一资质不仅是对仁新机器人核心技术实力的权威认证，更使其成为 政策红利优先覆盖对象。 例如，仁新通过技术中心平台联合电子科技大学等科研力量，成功突破多模态感知与自适应决策算法瓶颈，其研 发的工业协作机器人重复定位精度达毫米级，达到国际先进水平，直 ...

2月5日，理想汽车CEO李想在微博发布长文，阐述理想汽车自创立以来对汽车终极形态的探索方向，对全新理想 L9 进行预热，同时回应行业相关疑问。 李想在文中提到，2015年理想汽车创立时，曾思考"汽车的终极形态是什么"，多数人认为是"更快、更智能的交通工具"，而理想汽车的答案是"机器人"， 且"理想，给车赋予生命"这不是一句口号。十年间，我们让这个答案一步步成为现实。 李想称，这两年有很多人问我，是不是all in AI就不关注汽车了。恰恰相反，我们深知：具身智能必须长在一台好车上，才能真正为用户创造价值。所以我 有70%的时间聚焦在汽车上，这让我们更了解如何让车进化成真正的机器人。 "理想, 给车赋予生命", 这不是一句口号。十年 间,我们让这个答案一步步成为现实: 李想表示，即将到来的全新理想L9，车成为智能体。眼睛、大脑、心脏、神经、手脚——完整的技术栈让车从被动工具变成主动伙伴。它会认出你，理解 你，主动服务你。未来，每个家庭都值得拥有这样的智能伙伴。2026年，理想开启第二个十年。全新理想L9，不仅是一台好车，更是具身智能机器人的开 山之作。我们准备了十年，就等这一刻。 2024年10月,国内第一个端 ...