这一夜，宇树科技的G1与H2人形机器人在武术节目《武 BOT》中手持长棍，与塔沟武校的少年们同台竞技，醉拳、双截棍行云流水，红袍舞剑更显侠气 ；松延动力的仿生机器人化身"机器人孙子"，在小品《奶奶的最爱》里依偎着蔡明撒娇耍宝，脖子延伸、变钱翻跟头的绝技频出 ；魔法原子的MagicBot 系列穿梭于主会场《智造未来》，与陈小春、言承旭、罗嘉豪、易烊千玺等艺人同台演绎 ，其机器狗与人形机器人还现身宜宾分会场《立上游》，在表 演中与熊猫互动，增添了不少科技趣味 ；银河通用作为本届春晚指定具身大模型机器人，其Galbot G1则在贺岁微电影《我最难忘的今宵》中秀出一段贯 口，惊艳四座 。 从2025年宇树科技凭借《秧BOT》单枪匹马"破圈"，到2026年四家厂商分据不同节目、各展所长，这场发生在亿万人眼前的"全明星卡位赛"，正是中国人 形机器人行业过去一年狂奔的缩影。 当机器人从实验室的演示台，走上春晚的国民级舞台，这场科技界的顶级豪赌，也迎来了从技术叙事向商业现实跨越的关键节点。 在这场被称作"亿元俱乐部"的盛宴中，每一家登台的企业都试图在数亿观众面前锚定自己的身位，将国民级的知名度转化为商业版图上的胜率。但热闹的 ...

Group 1 - Meta Platforms is expanding its partnership with NVIDIA by purchasing billions of dollars worth of chips and hardware to enhance its AI capabilities, planning to use millions of NVIDIA Blackwell and Rubin GPUs, as well as Grace and Vera CPUs for data center construction [2] - This collaboration is part of Meta's initiative to rapidly scale its AI data center infrastructure, with NVIDIA assisting in improving WhatsApp's services and jointly designing Meta's next-generation AI models [2] Group 2 - Yushun Technology showcased two humanoid robots equipped with Hesai's JT128 LiDAR at the Spring Festival Gala, highlighting the collaboration between Yushun's AI positioning algorithms and Hesai's LiDAR technology [3] - Hesai's JT series LiDAR has delivered over 200,000 units and is currently the best-selling mini 360° LiDAR for humanoid robots [3] Group 3 - Apple is accelerating the development of three new wearable devices, including smart glasses and a pendant, as part of its strategy to transition to AI-driven hardware, with a focus on integrating Siri digital assistant functionalities [3] - Each device will connect with Apple's iPhone and utilize a diverse camera system to enhance user interaction [3] Group 4 - Tesla is recruiting AI chip design engineers in South Korea, as announced by CEO Elon Musk, indicating the company's focus on expanding its AI capabilities in the region [4]

2026年的春晚舞台，堪称中国机器人产业的一次"全景式展示"。一众机器人企业携前沿产品登台，从多种场景维度演绎了硬核科技与传统年味的深度交融。 如果说过去一年行业更多比拼的是机器人的运动控制能力，看谁能走得稳、谁能跳得齐，今年业界更关心的则是"机器人到底能干什么活"。纵观2026马年春 晚机器人"团体秀"，既有央视春晚舞台上高观赏性的编队舞蹈、特技动作表演，也有北京卫视春晚上聚焦家庭、生活等真实场景的实操演绎，将硬核科技与 烟火日常深度联结，展现了让机器人如何走向"日常能用好用"。 作为面向具身智能时代的系统级基础设施平台公司，睿尔曼与多家登上春晚的机器人公司在技术协同与产品共创上进行深度合作的同时，还化身"新春大 厨"深度参与北京卫视春晚，将科技感与"年味"完美结合，用"包饺子和馅"等生活化的实操动作，让观众看到了机器人走进家庭，承担日常劳作的现实潜 力。 马年春晚机器人"团体秀"，动手实操能力成北京卫视春晚机器人节目新看点 央视春晚主会场，松延动力双足人形机器人在小品《奶奶的最爱》中接连完成侧手翻、空翻等动作，平稳落地；宇树机器人与少年武者同台演武，在武术节 目《武BOT》中，完成六合拳对练、棍术配合、双 ...

Group 1 - The 2026 Spring Festival Gala showcased various robots from companies like Yushutech, Songyan Power, Magic Atom, and Galaxy General, which attracted significant audience attention and boosted sales on platforms like JD.com [2] - JD.com reported a surge in robot-related metrics during the gala, with search volume increasing over 300%, customer inquiries rising by 460%, and order volume growing by 150% within two hours of the event [2] - Notable products included the "Spring Festival Gala version" robots, which sold out quickly, including two GALBOT robots valued at nearly 630,000 yuan [2] Group 2 - Yushutech's humanoid robot Unitree G1 demonstrated advanced movements such as parkour and aerial flips, supported by a self-developed dexterous hand and a high-concurrency control system for real-time coordination among multiple robots [5] - Songyan Power's robots, including N2 and E1, were featured in the gala, with the team overcoming technical challenges over a month to enhance the robots' expressiveness and movement capabilities [7][8] - The team improved the control frequency of the humanoid robot's expressions from 10Hz to 60Hz and added three degrees of freedom to the neck for better movement [7] Group 3 - Galaxy General's robot "Xiao Gai" showcased its dexterity by performing tasks like walnut cracking and glass picking, utilizing its AstraBrain for real-time decision-making [11] - The Galaxy Space Capsule retail solution, featuring Galbot robots, is designed for consumer interactions, including greeting, multilingual communication, and order processing [11][12] - The Galaxy Space Capsule has been implemented in various locations, including Beijing and Shanghai, indicating its market presence [12] Group 4 - Magic Atom's performance included six humanoid robots and over a hundred quadruped robots, demonstrating high coordination and precision in their movements during the gala [14][15] - The design and engineering capabilities of Magic Atom were highlighted, showcasing their ability to create robots that not only perform but also engage with audiences effectively [15]

华夏时报记者 石飞月 北京报道 "学了好几年机械舞，最后发现机器人跳舞根本不卡。"2月16日晚间，几个机器人参演的央视春晚节目 结束后，网友发出了这样的感慨。相较于去年春晚宇树机器人一枝独秀的情景，今年春晚舞台上的机器 人"浓度"明显提升，松延动力、魔法原子、宇树科技和银河通用，几家厂商的机器人分别参与到了小 品、歌舞、武术和微电影的表演中。 新面孔与老面孔"交锋" 松延动力、魔法原子和银河通用都是央视春晚的新面孔。 松延动力的机器人出现在了今年春晚的第一个小品节目《奶奶的最爱》中，包括Bumi小布米、N2、 E1，以及为春晚节目定制开发的仿生人形机器人，其中，最吸引人眼球的恐怕就是与演员蔡明长得一 模一样的仿生人形机器人。2月16日晚，《奶奶的最爱》节目结束后，松延动力CMO张淼第一时间向包 括《华夏时报》记者在内的媒体记者透露了自己的感受：在一个真实且复杂的环境中展现高动态的运动 能力，对机器人的关节驱动，包括整机的结构强度以及实时的控制和稳定性都提出了非常高的要求。 魔法原子则出现在了春晚的主会场和四川宜宾分会场：在主会场，六台魔法原子人形机器人MagicBot Z1和两台MagicBot Gen1与易 ...

作者 | 黄昱 编辑 | 松壑 当2026年马年春晚的舞台灯光彻底落下，这场被网友戏称为"史上最硬核"的春晚，以魔法原子、银河通用、宇树科技、松延动力四家国产机器人企业的集体 亮相，写下了极具未来感的注脚。 这一夜，宇树科技的G1与H2人形机器人在武术节目《武 BOT》中手持长棍，与塔沟武校的少年们同台竞技，醉拳、双截棍行云流水，红袍舞剑更显侠气 ； 松延动力的仿生机器人化身"机器人孙子"，在小品《奶奶的最爱》里依偎着蔡明撒娇耍宝，脖子延伸、变钱翻跟头的绝技频出 ；魔法原子的MagicBot系列 穿梭于主会场《智造未来》，与陈小春、言承旭、罗嘉豪、易烊千玺等艺人同台演绎 ，其机器狗与人形机器人还现身宜宾分会场《立上游》，在表演中与 熊猫互动，增添了不少科技趣味 ；银河通用作为本届春晚指定具身大模型机器人，其Galbot G1则在贺岁微电影《我最难忘的今宵》中秀出一段贯口，惊艳 四座 。 从2025年宇树科技凭借《秧BOT》单枪匹马"破圈"，到2026年四家厂商分据不同节目、各展所长，这场发生在亿万人眼前的"全明星卡位赛"，正是中国人形 机器人行业过去一年狂奔的缩影。 当机器人从实验室的演示台，走上春晚的国民级 ...

Industry News - The total box office for the 2026 Spring Festival film season (including pre-sales) has exceeded 1.5 billion yuan, with "Fast Man 3," "Silent Awakening," and "Boonie Bears: Year of the Bear" ranking as the top three films [1] - The total box office for the 2026 fiscal year has surpassed 4 billion yuan [1] - According to the China Academy of Information and Communications Technology, by the end of 2025, a total of 748 generative AI services have completed registration in China [1] - The report indicates that the governance of artificial intelligence in China is evolving rapidly, characterized by small-scale, scenario-based, and refined features, gradually establishing an agile governance system [1] Company News - Songyan Power announced that it has completed the full process of developing its bionic humanoid robot, including three iterations, within two months since the decision to feature it in the Spring Festival Gala [2] - The core technological breakthroughs focus on the underlying architecture of the bionic face, enhancing its stretchability and durability by adding polymer materials to platinum silicone, and incorporating 32 motors for movement within a compact space [2] - In 2025, Songyan Power has already introduced its bionic face products into various commercial scenarios, such as guided tours [2] - Hesai Technology reported that its JT128 LiDAR is equipped in both models of the Yushu humanoid robots, showcasing their capabilities in a performance [2] - The cumulative delivery of Hesai's JT series LiDAR has surpassed 200,000 units, successfully applied in multiple embodied intelligent robot products [2]

henry 发自 凹非寺 量子位 | 公众号 QbitAI 2026年的春晚，注定是属于机器人的。 不知道有多少人像我一样，在看到马丽的"铁哥们"时，没绷住，直接笑出了声。 这个叫"小盖"的家伙，是真的物理意义上的"铁哥们"。 节目里，腾哥上春晚得靠它，它甚至还给自己排了一出表演干活的"剧本"： 盘盘核桃、叠叠衣服、呛呛腾哥，直接把春晚的笑点拉满了。 但笑过之后，很难忽视的一点是——小盖这次在春晚做的事情不太一样。 它不是在秀动作，而是在执行任务： 货架取物、清理碎片、整理环境，甚至串烤肠、叠衣服。 据悉，这是春晚舞台上 第一个上台认真执行任务 、在自己工位上"干活"的机器人。 而把"小盖"带上春晚舞台干活的，正是被官方定位为具身大模型机器人的 银河通用机器人 ，以及它背后那套首次公开的"大脑-小脑-神经控 制"一体化系统 银河星脑AstraBrain 。 也正是这套系统，让舞台上那些看似随意的取物、清理、整理，不再依赖动作脚本，而是来自完整的感知-决策-执行闭环。 而在节目外，小盖也已经将这套能力延伸到了全国各地的100家银河太空舱，真正让机器人走进生活。 春晚大舞台，"干活"银河来 咱不演"马丽单飞，沈腾 ...

Box Office Performance - The 2026 Spring Festival box office exceeded 1.6 billion, with "Flying Life 3," "Silent Awakening," and "Boon Year" ranking as the top three films [2] - On the first day of the Lunar New Year, over 569,000 screenings were held, setting a new record for single-day screenings in history [2][3] Financing and Valuation - Kimi completed over $1.2 billion in financing, with a valuation doubling to over $10 billion [2] - The latest financing round was led by existing shareholders including Alibaba and Tencent, indicating strong investor confidence in Kimi's growth potential [2] AI Shopping and Engagement - Over 130 million people experienced AI shopping for the first time during the Spring Festival, with AI ticket orders increasing by 372 times [2] - Doubao, an AI assistant, achieved 1.9 billion interactions on New Year's Eve, surpassing competitors in app store rankings [2] Company Financials - iFlytek reported operating receipts exceeding 27 billion, with cash flow reaching a record high of 3 billion, marking a 28% year-on-year increase [6] - The gross profit of its open platform model increased by 244%, with a user base of over 100 million for its AI marketing overseas [6] Robotics and Technology Developments - Yushun Technology aims to deliver 10,000 humanoid robots this year, showcasing advancements in autonomous control technology [8] - The Spring Festival featured a high concentration of robots, highlighting the development of China's robotics industry [8] Market Trends and Predictions - Tesla's Cybercab is set to begin production in April 2026, reflecting the company's commitment to innovative transportation solutions [15] - Apple is accelerating the development of three new wearable devices, including AI-driven smart glasses, as part of its strategy to integrate AI into hardware [16] IPO Activity - A total of 143 companies have submitted IPO applications in Hong Kong this year, with expectations for a robust market ahead [16]

宏观经济 1、2月17日，全国铁路预计发送旅客610万人次，计划加开旅客列车281列。3月3日，也就是正月十五元 宵节的火车票开始发售。截至16日8点，铁路12306已累计发售春运期间火车票超2.57亿张。 2、网络平台数据显示，截至2月17日20时，2026年春节档档期总票房（含预售）破15亿元，《飞驰人生 3》《惊蛰无声》《熊出没·年年有熊》位列前三。 3、央行：2025年末资管总资产余额合计120万亿元，同比增长13.1%。资管产品规模快速增长，新增资 产主要投向同业存款和存单。 4、中国信息通信研究院日前发布的《人工智能治理研究报告(2025年)》显示，2025年我国人工智能治 理体系建设加速演进、日趋成熟。截至2025年底，累计已有748款生成式AI服务完成备案。 5、近日，财政部会同农业农村部统筹安排中央财政资金12.5亿元，支持11个冬小麦粮食主产省份开展 促弱转壮等相关工作，重点对追加增施提苗肥等防灾稳产措施给予适当补助，全力夯实夏粮稳产丰产基 础。 投资要闻 1、美股三大指数均小幅收涨，纳指涨0.14%，标普500指数涨0.1%，道指涨0.07%。大型科技股涨跌不 一，苹果涨超3%。欧洲主要 ...