Robot猎场备忘录·2025-08-26 16:30Core Viewpoint - The article emphasizes the vibrant activity in the embodied intelligence robot sector, particularly in the secondary market, driven by significant events and product launches from major companies like NVIDIA and Tesla [2][3]. Group 1: Key Events and Developments - On August 24, NVIDIA announced the launch of the "robotic brain" product, the NVIDIA Jetson Thor platform, which is expected to significantly enhance performance in the robotics sector [2][4]. - Tesla's Optimus robot continues to attract attention with new designs and partnerships, including ZJZT, which has secured numerous orders [2][10]. - The overall robotics sector experienced a surge on August 25, followed by a market correction on August 26, indicating volatility in investor sentiment [2]. Group 2: NVIDIA's Impact - NVIDIA's collaboration with Foxconn to develop a humanoid robot is set to debut in November, marking a significant step in physical AI [4]. - The Jetson Thor platform boasts a 7.5x increase in AI computing performance, a 3.5x improvement in energy efficiency, and a 10x increase in I/O throughput compared to its predecessor [7]. - The release of Jetson Thor is anticipated to further boost NVIDIA's supply chain and related companies, although the immediate market reaction has been limited [9]. Group 3: Tesla's Developments - Tesla's Optimus Gen3 has new design updates, and the company continues to engage with its supply chain, including recent orders for components [9][10]. - The market has seen fluctuations with companies like Top Group and Sanhua Intelligent being discussed in the context of their supply chain status with Tesla [9]. Group 4: Other Industry Movements - Xiaomi is entering the humanoid robot market, collaborating with Guohua Intelligent for core components [11]. - Several companies in the PCB sector have reported significant gains, reflecting the broader interest in robotics and related technologies [11]. - The article highlights the ongoing developments in various robotics companies and their financial performances, indicating a growing interest in the sector [11].