近期，a16z（Andreessen Horowitz）联合创始人马克·安德森（Marc Andreessen）在播客The a16z Show上做了一场长达100分钟的深度对谈。作为硅谷最具影响力的投资人之一，安德森在对话中罕 见地系统阐述了他对AI产业的完整判断。 这是其中第一部分， 安德森主要探讨了AI与全球经济格局，以及 AI如何重塑教育与个人能动性。 他认为，在人口增长放缓的背景下，人工智能与机器人技术的兴起被视为维持经济发展的必要工具。 技术变革正将基础资源转化为创新思想，使人类劳动者的价值进一步凸显，而非被廉 价化。 （视频 来源：Web3天空之城） ...

全球首次机器人极寒行走13万步 0:00 ...

采访中，朴桓一高度肯定并赞赏中国在科创领域的领先地位。他向记者表示，在前沿科技领域，例如人 工智能、机器人技术等方面，中国积极倡导全球范围内的开放与协作，"中国基于自身经验与专长来促 进技术的开放和协作，为亚太经合组织的合作提供了很好的典范。" PPSTI是APEC框架下聚焦科技创新合作的专门工作组，科技部国际合作司为该机制国内归口管理部 门，统筹推进相关合作。2026年，PPSTI机制主题为"共建开放协同创新生态，赋能亚太韧性增长"，优 先领域为："营造具有竞争力与非歧视性的创新环境，聚焦数字转型"，"通过政策对话与公私合作推进 开放创新生态建设，提升区域竞争力"，"推动开放科学与知识跨境流动，加快促进强劲、平衡、安全和 韧性增长"。 南方财经21世纪经济报道记者胡慧茵广州报道 "当前，亚太经合组织经济体面临着极为多样的挑战，挑战日益复杂且解决难度越来越大。推动APEC成 员之间的科技创新，可以降低应对成本和减少风险。"2月4日，科学技术创新政策伙伴关系机制(PPSTI) 开放科学研讨会期间，亚太经济合作组织PPSTI主席朴桓一接受了21世纪经济报道记者的采访。 ...

近日，一场沉浸式机器人嘉年华在环球港拉开帷幕。活动汇聚300余台机器人，其中机器人拳击赛采用 真人动作捕捉技术，实时复刻现场操作员出拳、躲避及走位。在2000平方米体验专区，市民可操控机器 人完成射门、翻越障碍等复杂动作，深度体验机器人的构造及原理。图为市民体验机器人拳击赛 本报记者 陈梦泽摄影报道 ...

Core Viewpoint - Tesla's future is increasingly expected to rely on AI rather than electric vehicles, necessitating stronger control over hardware for autonomous driving, robotics, and AI training, leading to the proposal of building a "TeraFab" chip factory [1] Group 1: Feasibility of Chip Manufacturing - The perception that new entrants must achieve cutting-edge technology like TSMC's 3nm and 5nm processes is misleading; there exists a viable middle ground where companies can produce chips suitable for AI workloads without reaching the highest standards [2] - Tesla's potential chip factory would likely target the 7nm technology node, which is still relevant for AI and data center applications, despite being a generation behind the latest advancements [2] Group 2: Challenges in Achieving Manufacturing Goals - Achieving the 7nm technology benchmark is not straightforward; it requires advanced equipment, clean facilities, and a skilled workforce, particularly engineers experienced in reducing chip defect rates [3] - Initial production could take three years or longer, with high material waste and a lengthy trial-and-error process before achieving usable output [3] Group 3: Economic Viability and Risks - Even if Tesla meets the technical requirements, it faces significant economic challenges; TSMC's capital expenditures exceed $40 billion annually, supported by a diverse customer base, which Tesla cannot replicate as it does not plan to sell chips externally [4] - The construction cost for a chip factory is estimated at a minimum of $20 billion, with a long investment recovery period, potentially spanning decades [4] - Execution risks are substantial, as evidenced by Intel's struggles with transitioning to 10nm chips and the operational challenges faced by Tesla in its automotive production [4][5] Group 4: Historical Context and Lessons - GlobalFoundries serves as a cautionary example; after acquiring IBM's chip business, it concluded that advanced chip manufacturing was economically unfeasible within three years [6] - Tesla may encounter dual risks similar to those faced by Intel and GlobalFoundries, which could lead to value destruction, often becoming apparent only after significant capital investment [6]

Core Viewpoint - Mingxin Xuteng (605068.SH) is advancing its research and industrialization in biomimetic electronic skin, lightweight materials, and robotic dexterous hands, leveraging its technological accumulation in automotive functional materials [1] Group 1: Business Development - The new business initiatives are currently in the early stages of technology research, sample testing, and market development [1] - There is significant uncertainty regarding the company's ability to secure orders, as well as the technical solutions, mass production pace, and scale of these products [1] Group 2: Investor Advisory - The company emphasizes the importance of rational investment and risk prevention for investors [1]

Core Viewpoint - The company Zhiyuan Robotics is set to host a global live-streamed event titled "Robot Wonderful Night" on February 8, showcasing over 200 robots leading the performances and audience interactions, marking a significant innovation in the robotics industry [1] Group 1: Event Highlights - "Robot Wonderful Night" will challenge various industry records and demonstrate advanced robotic technologies such as interactive intelligence, motion intelligence, operational intelligence, and multi-robot collaboration [1] - The event aims to illustrate Zhiyuan Robotics' capability in technology integration and represents a crucial exploration in evolving robots from mere "functional carriers" to "cultural participants" and "emotional expressers" [1] Group 2: Business Strategy - Zhiyuan Robotics is accelerating the deployment of robots in various scenarios through the rental market [1] - The company’s rental platform, "Qingtian Rental," has launched a national city partner strategy to empower local service providers systematically, aiming to enhance the construction and expansion of its national service network [1] - This strategy is expected to improve cross-city delivery efficiency, service consistency, and scalable operational capabilities [1]

Group 1 - The core viewpoint of the article highlights the ongoing recovery in demand for construction machinery, with a notable increase in the performance of the Guotai Robot ETF (159551), which rose over 2.7% on February 3 [1] - Zhongyuan Securities indicates that the recovery trend in construction machinery demand is expected to continue into 2026, driven by the arrival of equipment replacement cycles [1] - The industrial robot sector is experiencing a cyclical recovery, and the mass production of humanoid robots is expected to resonate positively, indicating strong investment value in the robotics industry chain [1] Group 2 - The shipbuilding industry is also showing signs of continued recovery, with the current cycle of prosperity expected to persist despite slow supply recovery [1] - The rapid development of the AIDC industry is benefiting both main equipment and supporting equipment, leading to strong growth in demand for air conditioning systems, UPS power supplies, and backup power supplies [1] - The Guotai Robot ETF (159551) tracks the robotics index (H30590), which selects listed companies involved in robotics technology, automation equipment, and related services from the Shanghai and Shenzhen markets to reflect the overall performance of the robotics industry [1]

2月2日，塞尔维亚总统武契奇在贝尔格莱德中国文化中心观看了中国机器人表演。武契奇与中国机器人 握手，机器人还向他做了自我介绍。武契奇发文表示"机器人卢卡的手很有力量。这种技术发展令人着 迷，对未来产业格局具有至关重要的意义。" ...

"唐山素有'北方瓷都'之称，机器人技术正是陶瓷产业转型升级的新引擎。希望借助政策东风，为传统 产业插上科技翅膀，重振'北方瓷都'的雄风。" 他常这样与团队共勉。为此，他主动牵头，与唐山学 院、北京理工大学唐山研究院等高校院所开展战略合作，共建省级技术创新中心，通过强化人才引育、 聚焦技术研发，扎实推进各项创新实践。面向 "十五五"，他带领企业瞄准海外生产性服务业，计划为 中国企业出海提供全链条服务，"我们要让唐山的陶瓷智能技术走出国门，让中国陶瓷在全球舞台更有 竞争力。" （来源：唐山劳动日报） 本报记者 媛媛 "这是我们公司为陶瓷企业量身打造的智慧工厂整体解决方案，从原料精炼到釉彩喷涂，95%工序由'机 器人军团'完成，既解决了招工难又从根源避免人工误差。"在河北斯罗米克科技股份有限公司展厅内， 市人大代表、公司技术工程师吕庆杰向记者展示了用于不同工序的作业机器人。从深耕陶瓷智能装备研 发的技术先锋，到履职尽责的人大代表，他以科创为笔、以初心为墨，在赋能产业发展与情系民生的道 路上步履不停，让专业力量与代表担当在唐山高质量发展的实践中同频共振。 斯罗米克深耕机器人陶瓷行业集成应用与智慧工厂建设，是国家高新技 ...