点击下方 卡片 ，关注" 具身智能 之心 "公众号 PI简介 左星星博士在MBZUAI 机器人系担任 Assistant Professor（Tenure-Track），领导Robotics Cognition and Learning (RCL)实验室。他曾在加州理工学院（Caltech）计算机与数学系 和 慕尼黑工业大学（TUM）计算 机系担任博士后，曾在Google公司全职担任Visiting Faculty Researcher。左博士的主要研究方向为机器人 学, 多模态SLAM, 3D场景理解, 具身智能和3D计算机视觉。在机器人和人工智能重要刊物T-RO、IJCV、J- FR、RA-L、ICRA、IROS、CVPR等发表论文四十余篇。受邀担任机器人领域著名期刊RA-L (2022年-至 今)，和机器人两大旗舰会议IROS（2022-2025年）， ICRA（2023-2026年）的Associate Editor。左博士 的长期研究目标致力于通过准确理解机器人的状态，周围3D环境以及动作执行，实现机器人和人类在开放环 境中的自然交互与无缝协作。 招生方向 Robotics, 3D Computer ...

Core Viewpoint - The 2025 World Internet Conference Cultural Heritage Digitalization Forum emphasizes the importance of digital technology in the protection and transmission of cultural heritage, aiming to foster a community of shared future in cyberspace through cultural empowerment [1][2]. Group 1: Digital Technology in Cultural Heritage - Digital technologies such as AI, big data, and blockchain are breaking the limitations of time and space, providing new pathways for the restoration, protection, and monitoring of archaeological cultural research [2]. - The development of digital technology has introduced new tools for cultural heritage protection, as highlighted by the President of the Uruguayan National Heritage Commission, who mentioned the creation of digital copies of precious documents and non-invasive exploration of artifacts [2]. - AI has been utilized in the restoration of ancient murals, with AMD's involvement in training AI models to assist in the restoration of wall paintings from the Song and Yuan dynasties [2]. Group 2: Immersive Cultural Experiences - Technologies like AI, VR, AR, and MR allow the public to experience historical scenes and interact with cultural artifacts, making cultural heritage more accessible [3]. - The "Cloud Tour of the Great Wall" project, a collaboration between the National Cultural Heritage Administration and Tencent, enables users to virtually visit the Great Wall, promoting equitable access to cultural resources [3]. - The integration of MR holographic technology in archaeological sites aims to enhance public engagement and understanding of cultural heritage [3]. Group 3: International Cooperation and Knowledge Sharing - There is a strong emphasis on deepening international cooperation to promote the interconnectivity of cultural heritage digital resources and compliant sharing on a global scale [4]. - The Zambian Museum's digitization efforts, supported by international collaboration, highlight the role of cultural dialogue facilitated by digital technology [4]. - The use of advanced technologies like 3D scanning and drone photography by institutions such as Northwest University supports the monitoring and restoration of Silk Road cultural heritage [5].

Core Viewpoint - The concept of mixed reality is gaining traction, leading to significant stock price increases for several companies in the sector [1] Group 1: Company Performance - Zhuzhong Technology has reached its daily limit increase in stock price [1] - Other companies such as Zhongshi Technology, Changying Precision, Hongli Zhihui, Roman Technology, Juguang Technology, and Zhaowei Electromechanical have also seen their stock prices rise [1]

Core Insights - The article highlights the successful launch of "FOLO Fulu Ball," a lightweight smart sports project developed by Beijing Fulu Lai Lai Technology Co., which gained significant attention at the 2025 China International Service Trade Fair [1][3] Company Overview - Beijing Fulu Lai Lai Technology Co. has developed "FOLO Fulu Ball," which features an innovative form of "contactless esports dodgeball," making it a standout product in the digital sports sector [1][3] - The company aims to redefine the experience of smart sports for all ages through engaging design and technology integration [6] Technological Integration - The project is supported by China Unicom Beijing Branch, which provides stable and high-speed 5G network technology, allowing for the integration of AI algorithms and mixed reality (MR) technology into the sports experience [3] - "FOLO Fulu Ball" incorporates six technological breakthroughs that create a competitive edge in the market, enhancing user engagement and enjoyment [3] User Experience - The product allows for contactless AR battles, significantly lowering the barriers to entry for sports participation, as users only need motion capture sensors and lightweight headsets [3] - It enables quick deployment in various settings, breaking free from traditional venue constraints, thus promoting the idea of "exercise anytime, anywhere" [3] Market Appeal - The design caters to modern lifestyles with a 2-minute game format, appealing to busy individuals who can fit in quick sessions during breaks [4] - The interactive design aims to alleviate the monotony of traditional sports, promoting a "happy exercise" model that helps users relieve stress [6] Social and Cultural Integration - The product features a mobile AR live-streaming system, enhancing social interaction by allowing users to share experiences and invite friends to participate remotely [6] - It incorporates traditional cultural elements, such as the "Chinese fist salute," to resonate with younger audiences while showcasing the blend of technology and culture [6] Strategic Vision - The CEO of Beijing Fulu Lai Lai emphasizes the goal of creating a digital sports entry point for all age groups, aiming to transform exercise from a chore into an enjoyable activity [6] - The initiative aligns with national strategies for promoting fitness and health in China, positioning "FOLO Fulu Ball" as a key player in the digital sports landscape [6]

Core Viewpoint - Vivo has launched the Vivo Vision mixed reality headset, becoming the first Chinese technology company to integrate both mobile and mixed reality (MR) technologies, creating a comprehensive ecosystem for content creation and user experience [1] Group 1: Product Features - The Vivo Vision headset weighs only 398g, significantly lighter than the industry average of 600-700g, and its dimensions are 26% smaller than the industry average [2] - It features a new OriginOS Vision system that allows for high-precision eye tracking and gesture recognition, enhancing user interaction [2] - The headset utilizes a Micro-OLED screen with dual 8K resolution and 94% DCI-P3 color gamut coverage, ensuring high color accuracy and consistency [3] Group 2: Technological Advancements - The device is powered by Qualcomm's second-generation Snapdragon XR2+ platform, which offers 2.5 times the GPU performance and 8 times the AI performance compared to its predecessor [3] - Vivo has focused on building an ecosystem that integrates various content types, including movies, games, and live sports events, to enhance user experience [3] Group 3: Strategic Initiatives - Starting August 22, the Vivo Vision headset will be available for experience in select cities across China, with 13 authorized experience stores [4] - Vivo is upgrading its imaging strategy to better meet diverse user needs, focusing on integrating imaging capabilities across various scenarios [4][5] - The company has entered a new phase of global imaging strategic cooperation with Zeiss, aiming to innovate in mobile imaging technology [6] Group 4: Future Directions - Vivo plans to continue its user-oriented approach and commitment to technological innovation, aiming for long-term growth and sustainability [7]

Core Insights - The global smart glasses market is projected to see a 110% year-on-year increase in shipment volume in the first half of 2025, according to Counterpoint [1] - IDC forecasts that China's smart glasses shipments will reach 2.907 million units in 2025, marking a 121.1% year-on-year growth [1] Industry Overview - Smart glasses, once considered niche products, are emerging as a new force in the smart terminal market [4] - The current domestic market for smart glasses is primarily divided into audio recording glasses and AR glasses, with audio recording glasses being the main sales driver due to their lower entry barriers and more affordable pricing [5] Company Contributions - Xiaomi is identified as a significant contributor to the growth in smart glasses sales, with its AI glasses achieving over 30,000 user activations shortly after launch, setting a new sales record in China [7] - Other major brands like Huawei and 雷鸟 are also performing well in sales across major e-commerce platforms, showcasing the brand power of established companies [9] Technological Advancements - AI glasses are evolving to include features such as voice interaction, simple touch controls, and multi-modal technologies, enhancing user experience [5][12] - AR glasses are advancing with unique functionalities, such as real-time translation and navigation, as seen in products like Rokid Glasses [13] Market Dynamics - The decline in prices of smart glasses is a key factor driving their adoption, with basic models now available for a few hundred to a couple of thousand yuan, making them more accessible to consumers [19] - The market is expected to continue its rapid growth, particularly in China, as local manufacturers enhance product offerings and consumer awareness increases [21] Future Outlook - The smart glasses market is anticipated to diversify, with AI glasses excelling in various applications, AR glasses shining in consumer entertainment, and XR glasses showing significant potential [21] - Despite the growth, challenges remain in areas such as battery life, comfort, and market awareness, which need to be addressed for broader acceptance [22][23]

Company Dynamics - China Duty Free Group reported a net profit of 2.6 billion yuan for the first half of the year, a year-on-year decrease of 20.81% [11] - Beike announced a net revenue of 26 billion yuan for Q2 2025, representing a year-on-year growth of 11.3% [12] - Nongfu Spring disclosed a net profit attributable to shareholders of approximately 7.622 billion yuan for the first half of 2025, marking a year-on-year increase of 22.1% [13] - Hanrui Cobalt achieved a net profit of 127 million yuan for the first half of the year, reflecting a year-on-year growth of 102.94% [14] Industry Insights - The total scale of public funds in China reached 35.08 trillion yuan as of July 2025, setting a new historical high [4] - The folding screen smartphone market in China is projected to reach a shipment volume of 9.47 million units by 2025, with a year-on-year growth of 3.3% [5]

Macro Dynamics - As of the end of 2024, China's outbound investment stock is expected to exceed $3 trillion, maintaining a position among the top three globally for eight consecutive years [2] - Since 2012, China's outbound investment flow has ranked among the top three globally for 13 years, with over 50,000 enterprises established overseas across 190 countries and regions [2] Company Developments - The first duty-free store in Shenzhen officially opened on August 26, covering nearly 3,000 square meters and offering a variety of products including beauty, jewelry, high-end liquor, and electronics [3] - China Duty Free Group reported a 9.96% year-on-year decline in revenue for the first half of 2025, totaling 28.151 billion yuan, with a net profit decrease of 20.81% [12] - Beike's net income for Q2 2025 reached 26 billion yuan, marking an 11.3% year-on-year increase, with total transaction volume at 878.7 billion yuan [14] - Nongfu Spring reported a 15.6% increase in total revenue for the first half of 2025, amounting to 25.622 billion yuan, with a net profit of 7.622 billion yuan, up 22.1% [15] - Hanrui Cobalt's revenue for the first half of 2025 was 3.168 billion yuan, a 23.77% increase, with net profit soaring by 102.94% to 127 million yuan [16] Market Data - The A-share market saw fluctuations, with the ChiNext index down 0.75% and the gaming sector remaining active [8] - The total financing balance in the two markets increased by 32.805 billion yuan, with the Shanghai Stock Exchange reporting a balance of 1.101192 trillion yuan [9]

Group 1 - Nvidia launched the Jetson AGX Thor robot chip module priced at $3,499, which is designed to create robot prototypes and features a speed increase of 7.5 times compared to previous generations, supporting generative AI models with 128GB memory [3][4] - Hubei Yichang's Qingkui Robot Technology Co., Ltd. is set to send its AI chemical robot to Singapore, marking its first overseas venture, with the robot capable of continuous operation and a low error rate of under 2% [6][7] - Shougang Park's West Ten Silos area has transformed into a humanoid robot industry base, attracting nearly 20 companies and focusing on four core tracks, supported by local government policies and capital [9][10] Group 2 - Startup FieldAI raised $200 million in funding, becoming a leader in adaptive robotic intelligence, with plans to accelerate commercial deployment and research, aiming to create a universal robot brain [12][13] - Princeton University's team developed a mixed reality system called Reality Promises, allowing seamless interaction between virtual and physical environments through invisible robots [15][16]

Market Performance - On August 26, the A-share market showed mixed results with the Shanghai Composite Index down by 0.39% closing at 3868.38 points, while the Shenzhen Component Index rose by 0.26% to 12473.17 points, and the ChiNext Index fell by 0.75% to 2742.13 points [1] Fund Manager Changes - In the past 30 days (July 27 to August 26), a total of 524 fund managers have left their positions, with 23 announcements made on August 26 alone. The reasons for these changes include 8 managers leaving due to job changes, 1 for personal reasons, and 2 due to product expirations [3][4] Fund Manager Performance - The current asset scale of fund manager Su Junjie from Penghua Fund is 19.825 billion yuan, with the highest return of 84.82% achieved in the fund "Penghua Smart Investment Digital Economy Mixed A" during his tenure of 1 year and 101 days [4] - Fund manager Su Huaqing from Fuguo Fund currently manages assets totaling 31.644 billion yuan, with the highest return of 103.12% from the fund "Fuguo CSI Communication Equipment Theme ETF" during his tenure of 1 year and 10 days [5] Fund Research Activity - In the last month, Bosera Fund conducted the most company research, engaging with 85 listed companies, followed by Jiashi Fund with 81, Huaxia Fund with 72, and Nanfang Fund with 64 [6][7] - The chemical products industry was the most researched sector, with 421 instances, followed by the medical device industry with 293 instances [6] Recent Company Focus - In the past week (August 19 to August 26), the most researched company was Zhongmin Resources, involved in lithium battery new energy raw material development, with 61 fund institutions participating in the research [8]