1.【亚洲首台体外模型智能化系统落地张江】据浦东发布，亚洲首台体外模型智能化系统 （CellXpress.ai）正式落地张江的生物芯片上海国家工程研究中心。此次亚洲首台体外模型智能化系 统落地浦东，意味着高保真3D类器官将高通量实现工业化生产，极大降低新药研发成本。据了解，在 亚洲首台体外模型智能化系统宣告落地的当天，"智能化类器官创新与产业联盟"和生物芯片上海国家 工程研究中心"类器官与器官芯片创新研发中心"也揭牌成立。（财联社） 3.【追觅宣布其首款双机械臂洗地机将于8月底发布】追觅科技宣布将于8月底发布其首款双机械臂洗 地机，并将具身智能理念引入家用清洁场景。新品搭载AI双臂协同系统，模拟人类"左右手"高效分 工，显著提升边角触达能力与顽渍清洁效率，实现结构主动性与清洁精度的双重跃升。此次结构创 新，延续了追觅在机械臂技术方向的长期深耕，也是继首款单机械臂洗地机热销之后的又一次品类突 破。追觅将持续推动家庭智能清洁迈入"多结构主动协同"时代。 （科创板日报） 4.【联诚精密与高校合作研发农业采摘机器人】8月11日，据联诚精密消息，联诚精密与高校合作研 发多款高效农业机器人。产品涵盖智能采摘植保等系列，采 ...

小米汽车公布碰撞检测方法专利 智谱开源全新多模态模型：全球新标杆 马斯克透露 Grok V7 模型已完成预训练 反超 OpenAI，百川开源大模型医疗能力登顶世界第一 消息称玛莎拉蒂采用奇瑞平台 纽约时报：码农正在成为现失业率最高的专业 王兴兴：具身智能的 ChatGPT 时刻还没有诞生 vivo vision 亮相，重量有惊喜 胖东来回应招聘「刑释人员」：不戴有色眼镜 成龙：现在的好莱坞电影不如从前 图片来自 9To5Mac 据「DigiTimes」报道，苹果目前正在准备的全新廉价版 MacBook 有了新的进展消息。 供应链消息人士称，廉价版 MacBook 将会搅动笔记本市场。据预计，该新品的部分组件将会在 2025 年第三季度末开始大规模生产，并且还有望在年底前 实现整机组装。 廉价版 MacBook 预计搭载苹果 A18 Pro 处理器，而非 MacBook 家族的 M 系列处理器，配备一块 12.9 英寸的显示屏，尺寸也略小于目前 MacBook Air 13 英寸的屏幕。 报道称，苹果在 2025 年第三财季中实现了 80 亿美元的 Mac 销售额，同比增长 15%，而作为入门选择的 M4 Ma ...

Group 1 - The Robot ETF (562500) experienced a decline of 0.64% as of 10:30 AM today, following a gain of over 1.5% yesterday, indicating a healthy correction and opening a window for long-term positioning [1] - Among the holdings, Stone Technology led with a rise of 4.70%, while Obi Zhongguang fell by 5.32%, and Xiaxia Precision decreased by 4.22%, with Zhongdali De and Huadong CNC also experiencing declines of over 3% [1] - The trading volume reached 349 million yuan, reflecting stable liquidity [1] Group 2 - During the 2025 World Robot Conference, Hanwang Technology showcased its bionic products, including a bionic bird and security inspection robot dog, highlighting original innovation and commercialization in the bionic intelligence field [1] - The bionic bird is targeted at three main areas: consumer entertainment, education training, and industry applications, demonstrating value in tasks such as fire emergency response, security patrol, border inspection, and epidemic prevention [1] - Huaxi Securities noted that humanoid robots, as core carriers of embodied intelligence, are on the brink of commercial explosion, driven by policy support, technological maturity, surging demand, and competitive supply, with a projected global market size exceeding 150 billion USD by 2035 [1] Group 3 - The Robot ETF (562500) is the only robot-themed ETF in the market with a scale exceeding 10 billion yuan, covering various segments including humanoid robots, industrial robots, and service robots, facilitating investors' access to the entire robot industry chain [2]

在汽车智能化转型的关键期，权威平台的专业评价既是技术迭代的"校准器"，也是产业升级的"导 航仪"。此次赛事以"权威＋专业"的协同模式，为技术评价注入公信力。 2025长三角（昆山）具身智能场景应用大赛（智能网联新能源汽车赛道）汇聚了跨领域的权威力量。活 动由中国软件评测中心（工业和信息化部软件与集成电路促进中心）、昆山高新集团有限公司联合主 办，智能网联驾驶测试与评价工业和信息化部重点实验室承办，《中国汽车报》作为协办单位深度参 与。这种"国家级评测机构＋地方产业平台＋专业媒体"的组合，既保证了技术评价的专业性，又紧扣产 业落地需求。值得关注的是，大赛依托昆山玛吉斯测试场等专业场地，构建了覆盖真实工业应用场景的 测试环境，为技术实用性验证提供了精准坐标。 在江苏昆山的专业测试场，本次赛事以权威协同打破技术信息壁垒，为行业提供了可信赖的技术参照 系。 场景实测 还原技术真实战力 技术的价值，终究要在真实场景中检验。本次赛事以"场景化实测"为核心，聚焦"产业级场景"，通 过模拟甚至复刻用户真实使用环境，全方位解构智能驾驶系统的实际表现。19款智能网联新能源汽车与 5款无人物流车，围绕无人运输、智能泊车与综合场景三 ...

1. Report Industry Investment Ratings - The outlook for stock index futures is "oscillating with a bullish bias", for stock index options is "oscillating", and for treasury bond futures is "oscillating with a bearish bias" [6][7] 2. Core Views of the Report - Stock index futures present expanding growth opportunities, with a suggestion to over - allocate small - cap growth styles and hold IM. Stock index options should adopt an offensive strategy, switching to a bull spread portfolio. Treasury bond futures remain under pressure and require caution [6][7][9] 3. Summary by Relevant Catalogs 3.1 Market Views 3.1.1 Stock Index Futures - The basis of IF, IH, IC, IM's current - month contracts are - 6.51 points, - 1.50 points, - 23.56 points, - 18.34 points respectively, with a month - on - month change of 1.66 points, 2.68 points, 0.54 points, 9.59 points. The spreads between the current - month and next - month contracts of IF, IH, IC, IM are 11.2 points, - 1.0 point, 69.4 points, 74.4 points respectively, with a month - on - month change of - 2.4 points, - 0.6 point, - 3.0 points, - 0.8 point. The total positions of IF, IH, IC, IM change by 14212 lots, 6800 lots, 9202 lots, 25544 lots. - The market remained strong on Monday, with the ChiNext Index and the Science and Technology Innovation 100 Index rising nearly 2%. The market volume approached 1.9 trillion. The new energy and computer sectors led the gains. The market focus is on the growth area, showing signs of partial spread, and the trend of capital reallocation is clear. It is recommended to over - allocate small - cap growth styles, and IM is preferred among stock index futures. Potential observation windows are the earnings season in August and the parade in early September [6] 3.1.2 Stock Index Options - The market turnover increased by 40.41%, and the PCR of the CSI 1000 stock index option positions increased by 6.15%. The implied volatility of the CSI 1000 stock index option increased significantly. The market trading sentiment is active, and call options are entering the market. It is recommended to switch to a bull spread portfolio [6] 3.1.3 Treasury Bond Futures - The trading volume of T, TF, TS, TL's current - quarter contracts are 76606 lots, 56309 lots, 34103 lots, 111356 lots respectively, with a one - day change of 17352 lots, 7436 lots, 7715 lots, 22612 lots. The positions are 157180 lots, 108276 lots, 78794 lots, 92576 lots respectively, with a one - day change of - 8769 lots, - 3629 lots, - 3287 lots, - 1193 lots. The spreads between the current - quarter and next - quarter contracts of T, TF, TS, TL are 0.105 yuan, - 0.045 yuan, - 0.038 yuan, 0.430 yuan respectively, with a one - day change of 0, 0.010 yuan, 0.014 yuan, 0.060 yuan. The cross - variety spreads of TF*2 - T, TS*2 - TF, TS*4 - T, T*3 - TL's current - quarter contracts are 102.975 yuan, 98.993 yuan, 300.961 yuan, 206.885 yuan respectively, with a one - day change of - 0.065 yuan, 0.065 yuan, 0.065 yuan, 0.285 yuan. The basis of T, TF, TS, TL's current - quarter contracts are 0.001 yuan, 0.020 yuan, 0.019 yuan, 0.150 yuan respectively, with a one - day change of - 0.039 yuan, - 0.033 yuan, 0.002 yuan, - 0.063 yuan. - The central bank conducted 1120 billion yuan of 7 - day reverse repurchases, with 5448 billion yuan of reverse repurchases maturing. Treasury bond futures closed down across the board. The rise in risk appetite and the strengthening of commodities may pressure the bond market. The tightening of the capital market also had a negative impact on the bond market. Although the bond market has shown some recovery, the bullish sentiment is unstable, and policy factors may cause significant disturbances. Trend strategy: be cautiously bearish. Hedging strategy: focus on short - hedging at low basis levels. Basis strategy: the arbitrage space of the main contracts may be limited. Curve strategy: focus on steepening the yield curve [7][8][9] 3.2 Economic Calendar - The calendar includes economic indicators such as China's July M2 money supply annual rate, new RMB loans from the beginning of the year to July, and social financing scale from the beginning of the year to July, as well as the US July CPI annual rate and PPI annual rate, and China's July total retail sales of consumer goods annual rate [10] 3.3 Important Information and News Tracking - In the field of artificial intelligence and agriculture, a research team proposed the concept of crop - robot collaborative design, developed an intelligent breeding robot, and established an "intelligent robot breeding factory", which is expected to break through the bottleneck of soybean hybrid breeding. - The Ministry of Finance and the State Taxation Administration solicited public opinions on the implementation regulations of the Value - Added Tax Law. - The Central Government Bond Registration and Clearing Co., Ltd. simplified the investment process for overseas central bank - type institutions. - Hangzhou solicited public opinions on a draft regulation to promote the development of the embodied intelligent robot industry, including infrastructure planning, core technology direction, and platform construction [11][12][13]

Group 1 - A new company named All-in-One Embodied Intelligent Technology (Suzhou) Co., Ltd. has been established with a registered capital of 20 million yuan [1] - The company's business scope includes research and development of intelligent robots, development of artificial intelligence theories and algorithm software, development of basic artificial intelligence software, and establishment of an artificial intelligence public data platform [1] - The company is wholly owned by Huguang Co., Ltd. according to the equity penetration information from Qichacha [1]

天眼查APP数据显示，深圳玉树智能机器人有限公司（下称"玉树智能"）于8月8日发生工商变更，智元机器人关联公司智元创新（上海）科技有限公司成为 其新增股东。与此同时，玉树智能机器人的注册资本也随之提升至 5263.16万元。 在具身智能领域，智元机器人已拥有远征、精灵、灵犀三大机器人家族，覆盖多种商用场景。2025年7月26日，智元机器人自主研发的启元通用具身大模型 摘得2025世界人工智能大会最高奖项SAIL之星奖。 成立不到半年的玉树智能，何以获得具身智能"独角兽"智元机器人的青睐？ | | 法定代表人 | | 注册资本 | | 成立日期 | | --- | --- | --- | --- | --- | --- | | | 杨波 | | 5263.157894万人民币 | | 2025.03.0 | | | ○ 1天前更新 | | __官网 | の地址 区邮箱 | 62 | | 服 | 玉木 田 | 玉禾田 ( ... | 智元创新 ゴ 管元机器人 (上海) ... | | | | ホ | 持股比例 95% | | 持股比例 5% | | | | | 杨 杨波 | | | | | | 向 舒 | | | ...

Group 1 - The report highlights that the recent performance of the A-share market has been strong, with the Shanghai Composite Index rising by 2.11% and the Shenzhen Component Index by 1.25% during the week of August 4 to August 8, 2025. This contrasts with the underperformance of the Hang Seng Tech Index, which lagged behind despite the global AI industry upgrade catalyzed by the release of GPT-5 [1][2][7]. - The divergence in performance between the A-share market and the Hang Seng Tech Index is attributed to different driving logic in the two markets. The Hang Seng Tech Index is under pressure from liquidity constraints due to the linked exchange rate system and a strong US dollar, which has led to capital repatriation and downward pressure on valuations of major stocks like Tencent and Alibaba [2][16]. - The report notes that the recent trend of capital flow has shifted from technology growth sectors to cyclical sectors, with significant inflows into defensive sectors such as banking and pharmaceuticals. This shift has left the AI sector within the Hang Seng Tech Index in a "vacuum period" lacking event-driven catalysts [2][16]. Group 2 - The report suggests that the relative weakness of the Hang Seng Tech Index is not expected to be a long-term trend. It points out that the current dynamic PE of the Hang Seng Tech Index is 21.87, which is at the 23.28% percentile over the past decade, indicating a favorable valuation [3][17]. - The report recommends focusing on the banking sector and the Hang Seng Tech Index, as the fundamentals are expected to improve, and the core assets in the banking sector are likely to benefit first from this improvement [3][17]. - The report emphasizes that the recent strong performance of the A-share market is supported by policies aimed at new industrialization, particularly in sectors like integrated circuits and industrial mother machines, which have received enhanced financial support [1][7].

家人们，昨夜外围市场又给咱上眼药了！道指哐当砸下200点，纳指盘中创新高却尾盘翻绿，纽约期金更是暴跌2.58%——这过山车坐得比海盗船还刺激。 但咱A股老司机都懂：外围越乱，越要盯紧国内政策底牌！今儿帮主就掰开三张关键牌，带你看透市场脉络！ 一、外围风险：美股的"黄灯"与黄金的"假摔" 1. 美股高悬两把刀 • 估值警报拉响：91%基金经理高喊美股"太贵"，这比例创2001年来峰值，泡沫刺破风险骤升。 • CPI定生死：今夜若美国核心CPI冲上3.1%（预期3.0%），美联储9月降息美梦直接泡汤，科技股或遭血洗。 2. 黄金暴跌有猫腻 特朗普嘴上豁免关税，却放任海关放风"征39%进口税"，政策反复逼得金价单日蒸发2.58%。但注意了：3350美元是铁底，国内金店跟跌5元/克恰是低吸机 会！ 二、A股破局三张牌：政策、技术、资金暗线 • 杠杆资金豪赌：融资客狂扫半导体（2个月净买61.8亿），阿石创（靶材龙头） 布林带突破上轨，机构连吃3日！ 三、今日生存指南：盯三件事，做两动作 1. 中美谈判终极审判 今日是关税协定最后期限！若谈崩（概率30%），立刻减仓光伏、锂电出口股；若展期（概率50%），猛干半导体、机 ...

新能源汽车：7月新能源乘用车批发量达118.1万辆，同比增长24.4%，环比下降4.8%， 新能源渗透率达53.2%，同比+5.0pp。伴随第三批补贴资金下达以及8月改款新车上市来临， 新能源渗透率有望再度提升。相关标的：比亚迪（002594）、吉利汽车（0175.HK）、新泉 股份（603179）、星宇股份（601799）、多利科技（001311）、川环科技（300547）、无锡 振华（605319）。 智能汽车：2025H1我国乘用车市场激光雷达前装搭载交付量达到104.39万颗，同比增长 83.14%，国内汽车智能化继续保持高速发展。相关标的：1）整车：小鹏汽车 （9868.HK）、理想汽车（2015.HK）；2）零部件：禾赛科技（HSAI.O）、速腾聚创 （2498.HK）、地平线机器人（9660.HK）、德赛西威（002920）、华阳集团（002906）、 科博达（603786）、伯特利（603596）、保隆科技（603197）、耐世特（1316.HK）、中鼎 股份（000887）、拓普集团（601689）、沪光股份（605333）、均胜电子（600699）。 西南证券近日发布汽车行业周报：7月乘用 ...