互联网传媒行业周报-周观点：1X发布新型人形Neo Beta，“AI+硬件”有望率先落地

Investment Rating - The industry investment rating is "Overweight" (maintained) [3] Core Views - The report highlights the launch of the humanoid robot Neo Beta by 1X, which is designed for household chores and is expected to lead in the integration of AI and hardware [3][4] - The report emphasizes that generative AI is likely to first materialize in hardware, including humanoid robots, AI phones, and AI wearable devices, suggesting a significant commercialization potential [4] - The humanoid robot is seen as a key solution for achieving L2 AI capabilities, leveraging Open AI's technology advantages [4] Summary by Sections Industry Overview - The report discusses the potential of "AI + hardware" to achieve early commercialization, with a focus on humanoid robots and other AI hardware platforms [7] Investment Recommendations - The report suggests monitoring companies likely to collaborate with 1X, such as Zhongjian Technology [7] - It recommends attention to gaming companies like Jibite and Perfect World, as well as MR manufacturing and optical companies [7] Technological Insights - The report outlines Open AI's classification of AGI into five levels, with current models at L1 and expected to reach L2 soon [4] - It notes that the Neo Beta robot's design allows for better safety and efficiency in human environments, with a focus on AI capabilities in semantic analysis and visual recognition [4]