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机器人行业周报:英伟达推出最强人形机器人“大脑”JETSON THOR

Group 1 - The report highlights the dual momentum of "technological deepening" and "scenario landing" in the humanoid robot sector, indicating a positive outlook for the robotics industry and suggesting attention to the related supply chain [1] Group 2 - Investment recommendations focus on key players in the robotics sector, including motor manufacturers like Mingzhi Electric, joint manufacturers such as Zhongchen Technology and Shuanghuan Transmission, and linear joint suppliers like Hengli Hydraulic [2] - Other recommended companies include ZheJiang Rongtai for linear joints, Zhaowei Electromechanical for dexterous hands, and YaPu Co. for encoders, among others [2] Group 3 - NVIDIA launched its most powerful humanoid robot "brain," Jetson Thor, featuring advanced specifications such as 2070 TFLOPS peak AI computing power at FP4 precision, aimed at enhancing the intelligence of robots [3] Group 4 - Several domestic companies are advancing their product, technology, and capacity layouts in the robotics field, with plans for significant production increases and collaborations for new technology development [4] Group 5 - The robotics sector is experiencing active investment and financing, with companies like Ruoyu Technology and Meikaman De securing substantial funding to support their technological advancements and market expansion [5]