Zhong Guo Neng Yuan Wang·2025-09-01 00:54Group 1 - Nvidia announced the launch of its new robot computing platform, Jetson Thor, which significantly enhances computing power for robotics applications [2] - Jetson Thor offers a computing power of 2070 TFLOPS at FP4 precision, representing a tenfold increase compared to existing platforms [2] - The platform is expected to accelerate the application of humanoid robots due to its high performance, which is necessary for running AI models and processing sensor data in real-time [2] Group 2 - The automotive sector is seeing new opportunities with the anticipated release of Tesla's Optimus Gen3 in the second half of 2025, which may lead to increased demand and orders [3] - Recommended companies in the robotics supply chain include Tier 1 manufacturers such as Shuanglin, Rongtai, and Dechang Electric [3] - The HUAWEI ADS4 advanced driver assistance system is featured in the newly launched H5 model, which has seen significant pre-sale interest, with over 25,000 units reserved within the first hour [4][5]