Ge Long Hui·2025-12-26 08:07Group 1 - Humanoid robots are seen more as fundraising and marketing gimmicks rather than being ready for large-scale production by 2026, as they are still in the exploration phase of training data and application models [1] - Fully autonomous driving is expected to become a reality in 2026, with Tesla achieving complete driverless operation in Texas and at least one other state [1] - The low-altitude robotics market is anticipated to experience accelerated growth due to advancements in AI autonomous flight capabilities and a gap in commercial drone usage in the U.S. [1] - The U.S. federal government is predicted to expedite the rollout of autonomous driving regulations, with a potential policy window emerging in 2026 [1] - Traditional automakers are expected to fully embrace robotics, following companies like BYD, Xiaomi, and Xpeng, with more entering the robotics industry starting in 2026 [1] - A new "competitive cooperation" dynamic is expected to form between China and the U.S. in the robotics sector, with China’s advantages in advanced manufacturing and supply chains making it a key partner for U.S. robotics firms [1] Group 2 - Tesla's robotics factory is projected to become the "mother" of the next-generation robotics system, with xAI's computational power and "truth-seeking AI" significantly enhancing the value of robotic systems [2] - The first trillion-dollar unicorn in the robotics field is anticipated to emerge in the coming years, primarily focusing on the integration of embodied intelligence and high-performance computing [2] - The "Mag 7" companies, including Apple, Google, Amazon, Meta, and Microsoft, are expected to frequently mention terms like "robot," "humanoid," and "embodied" in their earnings calls over the next year [2] - Brain-computer interfaces (BCI) are projected to make significant advancements towards "superhuman capabilities," with companies like Neuralink expected to achieve major clinical breakthroughs by 2026, particularly in the video game sector [2]