从"工具"向"伙伴"进化，从室内封闭场景到户外复杂环境的场景破界，Rovar X3的爆火证明户外陪伴机 器人赛道并非"伪命题"。这是一次在具身智能热潮中冷思考后的成功，亦是对深庭纪技术方法论的充分 验证。 喧嚣下的冷思考，具身AI陪伴的爆发元年 过去的2025年，更多的具身智能企业开始涌现，从实验室展示走向开放的舞台，并延伸出在具体消费场 景落地的陪伴机器人，"AI具身化"成为本届展会最热门的议题之一。目前，全行业已经达成共识，电影 中所展现的机器人正在加速走向现实，走向家庭场景。这不再是一个遥不可及的梦，大概率会成为大众 用户未来生活元素的一部分。 只是，具身智能赛道逐渐拥挤，也足够喧嚣。热潮之下，还需要去做更深入的判断。作为一款需要在具 体场景落地的产品，机器人不能再是"自嗨"的技术展示。对此，王弢表示了赞同，直言"如果仅仅能跳 舞、打拳的话，对用户的吸引力可能不如往年了。大众关注的是产品何时能够落地，何时能够买到，以 及买到了之后能解决什么问题。" 在AI大模型带来的新一轮"工业革命"下，大众的认知以及产业的迭代方向都被重塑。CES 2026开展前 一天，英伟达创始人黄仁勋用一场演讲宣告了物理AI的加速 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 据证监会官网，杭州新剑机电传动股份有限公司（下称"新剑传动"）于1月9日启动上市辅导，中信证券 担任辅导机构。 因与特斯拉Optimus产业链的密切关系，新剑传动此前虽未上市，但在产业界和投资界仍拥有极高的知 名度。多位券商分析师称，新剑传动为人形机器人T链（即"特斯拉"）的一级供应商。 | 辅导对象 | | 杭州新剑机电传动股份有限公司(以下简称"新剑传动") | | | | --- | --- | --- | --- | --- | | 成立 н | 期 | 1999年1月8日 | | | | 注 数 资 本 | | 8,397.17 万元 | 法定代表人 | 单新平 | | 注 费 地 址 | | 浙江省杭州市临安区青山湖街道演河路17号1幢17层 | | | | 控股股东及持 股 比 例 | | 上海新剑资产管理有限公司持有公司 29.40%股份 | | | | 行 业 分 类 C34 通用设备制造业 | | | 在其他交易场 所(申请)挂牌 | 无 | | | | | 或上市的情况 | | | 香 注 | | 元 | | | ...

算力是处理海量数据并实现实时决策的关键。为了突破算力瓶颈，业界正在从单一提升芯片性能等传统 模式，向全栈协同设计的方向演化。苏姿丰和美国英伟达公司创始人兼首席执行官黄仁勋在演讲中都强 调了从芯片到主机和集群的全栈AI能力，芯片、网络、存储等组件深度融合，形成一体化的AI计算平 台。 黄仁勋在主旨演讲中重点介绍了英伟达正在全面生产的"薇拉·鲁宾"平台，这是一个包含6款芯片的系统 级算力平台，通过极致协同设计，可大幅缩短模型训练时间并降低推理成本。他表示，英伟达正在重塑 AI的一切，从芯片到基础设施，再到模型和应用，"我们的工作是创建整个堆栈"。 新华财经北京1月9日电（记者罗国芳）2026年美国拉斯维加斯消费电子展（CES）6日至9日举行。展会 期间，与会嘉宾通过主题演讲勾勒出人工智能（AI）发展的下一阶段"蓝图"：从算力的底层技术突破， 到"物理AI"向现实场景落地，再到智能体驱动的个性化服务，AI正逐步从"云端虚拟"走向"实体世界"。 AI"算力瓶颈"如何突破 美国超威半导体公司首席执行官苏姿丰在主旨演讲中说，全球AI活跃用户如今已超过10亿，预计未来 将超过50亿。现在的算力远不足以支撑AI无处不在的愿景 ...

Core Insights - The chairman and CEO of XPeng Motors, He Xiaopeng, praised the launch of Gaode's "Flying Street View" on Weibo, highlighting its potential to allow small businesses to create "flying" storefronts using mobile phones [1] - This development is seen as not just an upgrade in experience but also a significant breakthrough in AI's ability to understand and replicate the physical world [1] - The company believes that world models will become the core technological foundation driving the next generation of vehicles, robots, and flying cars [1] - XPeng Motors is committed to deepening its exploration of physical AI and the integration of the physical world with AI [1] - The company looks forward to collaborating with Gaode Map and other industry players to further advance this initiative [1]

新华社美国拉斯维加斯1月9日电 国际观察｜2026美国消费电子展上的人工智能新趋势 新华社记者谭晶晶 黄恒 2026年美国拉斯维加斯消费电子展（CES）9日落下帷幕。本届展会上，人工智能（AI）依然是最醒目 的关键词。但与往年不同，今年的展示重心已从"模型能力"转向"产品能力"，从技术秀场转向可规模化 落地的应用。记者在现场观察到，AI正在从概念化走向工程化和产业化，端侧AI和物理AI成为技术突 破的核心方向。 物理AI加速突破 机器人是本届CES最受关注的展区之一。从人形机器人、自主移动机器人到服务机器人、工业机器人， 参展产品覆盖制造、物流、零售、养老等多个场景。展示重点不再是"能不能动"，而是"能不能长期稳 定运行"。 与以往以概念展示为主不同，今年亮相的机器人展品明确瞄准具体应用场景，更加注重实际应用能力。 记者在展馆看到，多款机器人在模拟的仓储、零售和公共服务环境中连续运行，能够自主规划路线、识 别物品并完成多步骤操作。 在物流和仓储场景中，机器人承担分拣、搬运和货架补货等任务；在制造场景中，它们执行高重复度或 高风险工序；在服务场景中，机器人化身讲解员、送餐员、咖啡师、茶艺师等，提供情绪价值及稳定 ...

Core Viewpoint - Mobileye, a leading global supplier of autonomous driving solutions, is entering the field of embodied intelligence by acquiring a humanoid robotics company, Mentee Robotics, for $6.3 billion [4]. Group 1: Industry Developments - The acquisition by Mobileye signifies a significant investment in humanoid robotics, highlighting the growing intersection between autonomous driving and embodied intelligence [4]. - NVIDIA has been advancing the development of embodied intelligence-related models and infrastructure, including the GR00T series models and embodied simulation frameworks [7]. - Tesla has been focusing on the development of its Optimus humanoid robot, indicating that a substantial portion of its future profits will come from this robotics business [8]. Group 2: Market Trends - Companies like Waymo are actively developing embodied intelligence technologies, and there are reports of Xiaopeng Robotics planning to achieve mass production this year [9]. - Major automotive manufacturers in China, such as Geely, BYD, SAIC, and GAC, are increasingly establishing or investing in various humanoid robotics companies [9]. - The technological similarities in perception, localization, and planning between autonomous driving and embodied intelligence suggest that cross-industry integration will become more frequent [10].

Core Insights - The 17th Entrepreneur Annual Conference emphasized the theme "Intelligent Revolution - Crossing the Fault, Becoming a New Species" and featured discussions on the future of entrepreneurship and investment opportunities in 2026 [2] Group 1: Key Themes and Predictions for 2026 - The most practical AI application in 2026 will be providing emotional value and companionship to customers, with opportunities in niche markets for entrepreneurs [2][9] - Commercial aerospace is expected to create significant excitement in the coming year, with a focus on real orders and financial health over media hype [3][15] - The survival rule for entrepreneurs in 2026 is to possess the ability to identify and solve real problems in appropriate scenarios [3][16] Group 2: Investment Opportunities and Focus Areas - Key investment areas identified include Physical AI, Industrial Intelligence, Commercial Aerospace, AI in Healthcare, and AI for Emotional Companionship [10][22] - Industrial intelligence is highlighted as a critical area due to its potential to address complex issues in the industrial sector [9] - AI in healthcare is gaining traction, with successful product launches and significant revenue generation reported [9][10] Group 3: Entrepreneurial Strategies and Advice - Entrepreneurs are advised to focus on efficiency in fundraising, prioritizing product development and real customer needs over high valuations [14][15] - It is recommended to engage in "red ocean" entrepreneurship, where government policies support the business, rather than pursuing "blue ocean" strategies [3][15] - Avoiding grand narratives at the outset is crucial; instead, entrepreneurs should concentrate on tangible outcomes and user experiences [14][22]

此外，以上列举车型的背后，也能看到Momenta、黑芝麻智能和轻舟智航等玩家的身影。 就在"智驾平权"成为去年智驾行业发展的主旋律时，智驾算法的迭代也已走向收敛。 从算法架构来看，有了理想、小鹏和元戎启行为代表的"VLA阵营"和华为乾崑为代表的"世界模型阵 营"，由此在去年行业中掀起了端到端、VLA和世界模型三条路线的争论。 当整个行业期待特斯拉会像前几年那样给予新的启发时，他们却向行业展示了这三条路线融合的方案。 由此到去年底整个行业的目标，就变成让自动驾驶和智驾功能更加好用。 转自：公众号 文｜飞说智行11 周雄飞 2025年的智驾行业战局，已接近无限透明。 自去年比亚迪把高阶智驾功能下放到10万元以下的车型后，其他车企相继跟进，奇瑞iCAR V23、吉利 银河A7、长安启源Q05、零跑B10和埃安霸王龙等产品陆续上市，价位都在10万元级别且搭载高阶智驾 功能。 车企们如此抢市场和优势的同时，站在车企身后的智驾企业们，同样把10万级市场作为布局重点。 以卓驭为例，截至去年底宝骏云海、东风纳米等多款10万级量产车型已搭载他们的高阶智驾方案；地平 线CEO余凯在去年技术生态大会上透露今年要把高阶智驾方案带到1 ...

Core Insights - The CES 2026 event highlighted that AI is evolving from a mere tool to becoming the "underlying operating system" of human life, with significant advancements in its integration into physical environments [1][4] - NVIDIA's CEO Jensen Huang emphasized the imminent arrival of the "ChatGPT moment" for physical AI, indicating a shift from virtual to tangible applications [1][2] - The event showcased a clear trend of AI embedding itself into everyday life, impacting various sectors including information interaction, home living, transportation, and industrial systems [2][4] AI Integration in Daily Life - AI is set to transform home living, with innovations such as Elon Musk's brain-machine interface and products like LumiMind's LumiSleep, a real-time brainwave sleep regulator [3][23] - Companies like Rokid and INMO are leading the charge in the smart glasses market, with Rokid's AI glasses being touted as the lightest full-featured AI glasses available [9][11] - The smart cleaning industry is evolving, with companies like Ecovacs and Yunji introducing advanced cleaning robots capable of recognizing various objects and adapting to different cleaning scenarios [15][21] Smart Glasses Market - The smart glasses market is expected to experience explosive growth, with over 50 companies showcasing their products at CES 2026 [6][7] - Xreal and other Chinese brands are making significant strides in the AR/AI glasses sector, with partnerships and new product launches aimed at enhancing user experience [8][9] - INMO's products, such as the INMO GO3, are setting new standards in design and functionality, including real-time translation capabilities [12][14] AI in Industrial and Transportation Sectors - AI is reshaping the transportation and industrial sectors, with companies like Black Sesame Technology showcasing advancements in autonomous driving and intelligent systems [34][36] - The introduction of AI-driven solutions for automated charging and inspection robots indicates a shift towards more integrated and efficient industrial operations [38][39] - The CES 2026 event underscored the importance of AI in enhancing operational efficiency and addressing energy demands in the context of increasing AI computational needs [43][44] Future Outlook - The integration of AI into various aspects of life is expected to lead to a systemic shift in lifestyle and work processes, moving from capability demonstration to embedded productivity [44][45] - The participation of Chinese tech companies at CES 2026 reflects a significant presence in shaping the future technological landscape, indicating a collaborative global narrative [44][45]

2026年美国拉斯维加斯消费电子展（CES）正在举行。作为国际消费电子领域的"风向标"，CES历来是 观察前沿技术走向的重要窗口。今年，一个新词被频频提及——"物理人工智能"（物理AI，Physical AI）。 在展会一系列主题演讲和行业讨论中，"物理AI"成为出现频率最高的关键词之一。AI芯片行业领军企业 英伟达首席执行官黄仁勋在主旨演讲中17次提及这一概念。与2025年CES上热议的"AI智能体"相比，这 一新的热词折射出AI技术发展路径和产业关注重点的变化。 "物理AI"究竟是指什么？按照英伟达的解释，"物理AI"是指让摄像头、机器人和自动驾驶汽车等自主系 统能够在物理世界中完成感知、理解、推理，并执行或协调复杂动作。业界普遍认为，其核心并非停留 在算法和算力层面，而是让AI真正具备在现实世界中"看、想、动"的能力。换句话说，AI正在嵌入机器 人、自动驾驶汽车、智能终端甚至工业设备，使"机器智能"不再只是提供信息或建议，而是直接参与并 改变现实环境。 除了居家生活应用，还有一些企业带来"物理AI"在公共生活场景的落地方案。深圳道通科技展示的"未 来城市全景沙盘"覆盖高速公路、光储充电站、桥梁、码头等典 ...