暴涨1400%！刚刚，重磅消息传来！

Core Viewpoint - The humanoid robot sector is experiencing significant growth, highlighted by Figure's recent funding round, which raised over $1 billion and increased its valuation to $39 billion, marking a 1400% rise in just over a year [1][3][4]. Funding and Valuation - Figure, a humanoid robot startup, completed a Series C funding round of over $1 billion, led by Parkway Venture Capital, with participation from notable investors like Nvidia and Intel Capital, resulting in a post-money valuation of $39 billion [3][4]. - This valuation is substantially higher than the previous year's valuation of $2.6 billion, which was achieved after a $675 million investment [4]. Development Focus Areas - The funding will support Figure's growth in three key areas: 1. Expanding humanoid robots for home and commercial operations, enhancing the production and deployment of its BotQ platform [3]. 2. Building next-generation GPU infrastructure to accelerate training and simulation for its AI models [4]. 3. Initiating advanced data collection efforts to improve robots' understanding and operation in complex environments [4]. Market Response - On September 17, humanoid robot concept stocks surged in the A-share market, with the Wind humanoid robot index rising over 2% and several stocks hitting their daily limit up [1][7]. - Companies like Lihexing and Junsheng Electronics saw significant stock price increases, with some stocks rising over 10% [7]. Investor Sentiment - Investors are increasingly viewing humanoid robots as comparable to foundational AI models and electric vehicles, driven by structural demand factors such as an aging workforce and geopolitical competition [5]. - Major tech companies are competing to develop humanoid robots to address labor shortages and automate repetitive tasks in logistics and manufacturing [5]. Long-term Outlook - Analysts remain optimistic about the long-term prospects of the humanoid robot industry, with expectations of a sustained upward cycle through 2026 [9][10]. - Tesla's commitment to humanoid robots is underscored by a new executive compensation plan tied to the delivery of 1 million humanoid robots, indicating a strong future investment in this sector [9].