具身智能数据需求驱动行业增长，计算机板块午后上扬，计算机ETF（512720）涨超1.4%

Group 1 - The core viewpoint is that embodied intelligence data is driving growth in the computer and software development industry, with a notable increase in the computer sector, as evidenced by the computer ETF (512720) rising over 1.4% [1] - Embodied intelligence data is categorized into real data, which is costly but highly authentic, and simulated data, which is cost-effective but has limited authenticity [1] - The industry faces challenges due to the scarcity of high-quality and diverse datasets, necessitating the establishment of standardized datasets to support model generalization [1] Group 2 - Open-source datasets like AgiBot World and Open X-Embodiment have emerged, covering multiple scenarios and tasks [1] - Simulation data technology paths include synthetic video combined with 3D reconstruction and end-to-end 3D synthesis, with companies like Qunkong Technology and Hillbot making strides in this area [1] - The establishment of data collection standards, such as the "Embodied Intelligence Data Collection Specification," is expected to accelerate positive industry development, with future training likely to use a mix of both data types to balance cost and effectiveness [1]