【环球网科技综合报道】5月29日，记者从天猫精灵方面获悉，天猫精灵在面向空间智能的Genie OS+系统中，实现了三大功能升级。一是交互升级，一体化 跨端交互框架融合科技与美学，语音交互更灵敏，多⾓⾊⾳⾊切换更添生活乐趣；二是连接升级，打造云边端全新架构，云端场景管理效率大幅提升，实现 边缘数据管理、边缘场景调度、边缘多网关协同、边缘空间感知四大网关能力，蓝牙传输数据容量扩展8倍让场景同步和大规模控制更丝滑；三是功能升 级，娱乐内容再丰富，包含最丰富的⾳乐场景专辑和AI⾳乐推荐；音视频能力进一步提升，支持屏屏对讲实现多空间通讯；生态接入更友好，直连、云云 等方案极大降低合作伙伴的接入门槛，打造更丰富的智能生态。 近来，天猫精灵全屋智能持续深化覆盖家居全场景的"1+3+N"生态体系。一个围绕AI+连接的空间智慧大脑：天猫精灵全屋智能系统支持接入更丰富的生态 产品，适用更多样的应用场景，让连接更高速稳定；三大核心交互入口，天猫精灵将语音交互做到更便捷，通过深度了解用户需求，并快速响应执行；N个 全屋丰富的场景应用，在通义大模型基础上建设了面向空间智能的Agent体系，结合家居行业知识库、生活服务接入，实现AI驱动 ...

Group 1: Trust and Globalization - Trust is built over time through shared goals and mutual respect, which is essential for business cooperation [3][4] - Alibaba's mission to help small businesses access global markets remains relevant today, emphasizing the importance of understanding local cultures for entrepreneurs [3][5] - The global business environment has become unpredictable, necessitating proactive communication between companies and regulatory bodies [4][5] Group 2: Globalization Strategies - Alibaba's revenue is predominantly from the Chinese market, highlighting the importance of local understanding in international operations [5] - Successful globalization requires a combination of Chinese technology and local management teams, as demonstrated by Alibaba's approach in Turkey [5] - Language barriers present challenges for Chinese companies abroad, but advancements in AI and translation technology may offer solutions [5][6] Group 3: Robotics and AI - The integration of AI into robotics is transforming their capabilities, moving beyond simple automation to intelligent actions [6] - Most applications do not require humanoid robots, as functionality is prioritized over form [6] - The key challenge for the robotics industry lies in developing spatial intelligence, which remains superior in humans [6] Group 4: Sports and Culture - Sports can serve as a cultural product rather than just a competitive activity, allowing for global engagement [6] - The Brooklyn Nets aim to represent local culture on a global scale, expanding their brand beyond basketball [6] Group 5: Resilience and Career Development - Companies must adopt a mindset of resilience, viewing failures as opportunities for growth [7] - Young professionals should focus on acquiring skills and knowledge rather than merely building a resume, with an emphasis on finding mentors who foster growth [8] - Emotional value in the workplace is crucial, as positive contributions to team dynamics are remembered [8] Group 6: Future of Asia - Asia has been a major beneficiary of globalization, but the dismantling of global bridges necessitates increased internal connectivity among Asian countries [8]

近日，AIoT公司特斯联更新招股书并升级"空间智能"战略，明确AIoT领域大模型、基础设施及智能体 三大业务线。据招股书显示，特斯联2024年度营收为18.43亿元，相较2023年同比提升83.2%。以此增 速，特斯联已成为国内AI行业增长最快的企业之一。 加大投入抢占AI蓝海 在10亿营收以上的AI公司中，特斯联以83.2%的高速成为领跑公司之一。2024年，公司应收账款周转天 数由2022年的238天、2023年的180天进一步缩短至104天，公司资金效率大幅提升，经营风险显著降 低。2024年，特斯联净亏损(经调整EBITDA)为9.7亿，亏损占收入比例自2023年的59.6%下降至52.8%， 优于同类可比企业。 2024年，在ChatGPT和DeepSeek引发的AI技术变革中，特斯联依托AIoT技术，对产品线进行了全新升 级，构建了以AIoT基础设施、AIoT领域大模型及AIoT智能体为基础的空间智能技术产品体系。在中美 科技竞争中，伴随着国产信创算力的快速增长和DeepSeek技术突围，国产智算基础设施、智能体应用 加快落地，2022-2024年，特斯联总收入的年复合增长率达58.0%，成为中国 ...

Group 1 - Tesla and Figure Robotics are making significant advancements in robotics, showcasing their capabilities in household chores and factory operations respectively [1][2] - Tesla's robots utilize a unified neural network model for training, learning from real human videos rather than traditional VR motion capture [1][4] - The rapid progress in robotics is attracting investment interest, with several companies securing substantial funding and forming strategic partnerships [2][3] Group 2 - The complexity of robotic operations in three-dimensional space is highlighted, with Tesla leveraging its experience in autonomous driving to enhance robotic models [4][5] - Current challenges in the industry include the high cost and time required for collecting real-world data, which is essential for training robots effectively [5][6] - The deployment of humanoid robots in factories is seen as a critical step towards commercialization, with several companies already integrating robots into their production lines [6][7] Group 3 - The cost of humanoid robots remains high, with prices ranging from 500,000 to 1,000,000 yuan per unit, which poses a barrier to widespread adoption [6] - Companies are exploring high-value industrial scenarios and rapid adaptation to overcome productivity bottlenecks and achieve scalability in humanoid robotics [6][7] - The integration of self-assembling robots could create a significant industrial market, as demonstrated by Figure's plans for large-scale production of humanoid robots [6][7]

Core Viewpoint - The company, Teslin, has submitted an updated prospectus to the Hong Kong Stock Exchange, revealing a strategic upgrade focusing on three key areas: AIoT models, AIoT infrastructure, and AIoT intelligent agents, with an emphasis on spatial intelligence [1][2]. Group 1: Strategic Focus - Teslin aims to drive industrial upgrades and sustainable development through technology, specifically in the AIoT sector, with products deployed in over 800 clients across more than 160 cities globally [2]. - The company’s AIoT domain model serves as an analytical engine, utilizing a "multi-modal" and "model + system + application" commercialization strategy to create specialized models and intelligent applications for various industries [2][3]. - The introduction of the upgraded green computing unit supports various advanced chips and models, establishing a fully domestically developed toolset from chips to platforms [3][5]. Group 2: Financial Performance - In its first year of strategic upgrade, Teslin reported a significant revenue increase of 83.2%, reaching 1.843 billion yuan, with a compound annual growth rate of 58.0% over three years [5][6]. - The company’s expense ratio decreased from 76.9% in 2023 to 45.0% in 2024, while accounts receivable turnover days improved from 238 days in 2022 to 104 days in 2024, indicating enhanced capital efficiency [5][6]. - The AI industrial digitization business saw a remarkable revenue increase of 162.9%, contributing significantly to the overall revenue growth, with a total of 342 clients by the end of 2024 [6]. Group 3: Market Outlook - The global spatial computing market is projected to grow from approximately $149.59 billion in 2024 to over $1,066.13 billion by 2034, with a compound annual growth rate of 21.7%, and the Asia-Pacific market expected to grow at 22.2% [7]. - The company faces the challenge of seizing opportunities in the spatial intelligence sector amidst a complex global market landscape [7].

Core Insights - Embodied intelligence has gained significant attention in both industry and academia, particularly in humanoid robots, which integrate perception, movement, and decision-making capabilities [1][4][30] - The development of embodied intelligence is seen as a pathway towards achieving general robotics, with ongoing discussions about the challenges and milestones that lie ahead [1][30] Group 1: Current State and Future Prospects - The industry anticipates that 2025 may mark the "year of embodied intelligence," with significant competition emerging in the multimodal and embodied intelligence sectors [3][4] - NVIDIA's CEO Jensen Huang has proclaimed that the era of general robotics has begun, outlining four stages of AI development, culminating in "physical AI," which focuses on understanding and interacting with the physical world [3][4] - Experts believe that while progress has been made, the journey towards true general robotics is still in its early stages, with many technical and conceptual hurdles remaining [31][32] Group 2: Technical Challenges and Opportunities - The current landscape of embodied intelligence is characterized by a lack of comprehensive models and algorithms, with many systems still not achieving convergence [32][33] - Key technical challenges include the integration of sensory feedback, the development of robust algorithms, and the need for advanced perception capabilities, such as tactile sensing [33][34] - The industry is witnessing a shift where many researchers from the autonomous driving sector are transitioning to embodied intelligence, leveraging their expertise in perception and interaction [15][19] Group 3: Application Scenarios - Potential application areas for embodied intelligence include home care, household services, and industrial automation, which are seen as practical and immediate needs [41] - The focus on specific vertical applications rather than general-purpose robots is emphasized, as the technology is still maturing and requires targeted development to meet real-world demands [36][41] - The integration of embodied intelligence into existing industrial systems is viewed as a promising avenue for scalability and broader adoption [39]

亮眼的财报数据，令特斯联受到了资本市场的青睐。在2025年年初，特斯联完成D++轮6.485亿元融资，引入国有资本与产业基金的战略注资，为IPO征程储 备充足弹药。强大的资金加持与硬核的业绩表现，正为特斯联港交所IPO铺就坚实道路。 日前，AIoT行业头部企业特斯联更新港交所招股书，数据显示，特斯联近三年营收年复合增长率58%、2024年单年业绩增长83.2%，增长速度领跑AI行业。 同时，特斯联深度挖掘空间智能应用场景，更新了三大战略板块，客户结构进一步优化，目前在手订单已高达23亿元。 值得一提的是，特斯联还在招股书中首次系统披露其空间智能战略框架，以AIoT领域模型、AIoT基础设施及AIoT智能体三位一体的技术矩阵，发力空间智 能领域。目前，特斯联全球布局已覆盖中东、东南亚等新兴市场，积累合作800多个客户，总客户数达342家，并拥有23亿元在手订单，印证了其技术方案的 国际化适配能力。 招股书显示，特斯联在2022-2024年间实现营收三连跳：2022-2024年，营收年复合增长率达58%，其中2024年同比增速达83.2%。这一增长速度远超行业平 均水平，印证了公司在AI产业数智化转型浪潮中的核心 ...

市场消息称，华为将在本月下旬举办的发布会上发布集成AR导航、健康监测等功能的智能眼镜新品，苹果智能眼镜的发布时间或提前至2026年末。Rokid创 始人祝铭明则透露，过去三个月Rokid旗下带显示功能的AI眼镜在全球已交定金订单已超25万台。信达证券分析指出，智能眼镜产品正从基础硬件叠加阶 段，逐步向智能辅助与智能助理方向发展，未来有望成为智能协同与计算终端。 大模型时代，智能体正加速从手机APP里走出，走进更多的创新硬件载体中。5月16日，高德地图与国内智能眼镜厂商Rokid宣布达成合作，将推出基于全场 景智能眼镜的导航智能体（NaviAgent）应用。 来源：北京日报客户端 以骑行模式为例，如今借助Rokid Glasses智能眼镜，骑行者能够以"手不离车"、更适配动态场景的方式获取核心信息，体验"秒懂式"导航。例如，用户能提 前知晓红绿灯信息，还能实时监测后方来车情况，保障骑行安全；若骑行途中想顺路买奶茶，只需语音添加途径点，还能询问剩余到达时间；系统还能贴心 推荐周围适合骑行的公园，并提供公园的阴凉覆盖情况以及不同高度坡度的路线信息，满足人们骑行中的多样化需求。 除了导航服务外，双方还计划将生活服务、 ...

新浪科技讯 5月16日晚间消息，高德地图与Rokid宣布达成合作，将共同推出基于全场景智能眼镜Rokid Glasses的全球首个导航智能体（NaviAgent）应用，标志着高德Planner-Executor架构即将开启跨终端合 作部署，逐步构建起环绕出行和位置服务的空间智能生态体系。 据悉，融合了高德AI导航智能体的Rokid Glasses，可通过"语音+视觉+环境感知"三维交互模式，并切换 步行、骑行、驾车三种导航模式，且在导航过程中也能实现模式的无缝切换。据介绍，此次智能眼镜导 航方案的推出，只是高德地图与Rokid合作的起点。双方将以此为契机，进一步拓展合作领域，共同探 索智能服务的更多可能性。除了导航服务外，双方还计划将生活服务、文旅景区等内容融入Rokid Glasses中：例如可通过智能眼镜获取周边商家优惠信息、生活缴费等功能；在文旅景区，智能眼镜可 为游客提供景区导览、历史文化讲解等服务。 Rokid创始人兼CEO祝铭明表示，很高兴与高德地图达成战略合作，这次合作将Rokid的技术优势与高德 地图的导航能力相结合，为用户带来前所未有的智能眼镜导航体验。这不仅是一次技术的融合，更是对 智能出 ...

Group 1: Financial Performance - In Q1 2025, the company achieved a revenue of 548 million CNY, representing a year-on-year growth of 14.41%, and a net profit growth of 80.85% [2] - Since its listing on February 14, 2023, the company has distributed a total cash dividend of 59.5862 million CNY, with a proposed cash dividend of 0.9 CNY per 10 shares for 2024, totaling 12.7302 million CNY [3] Group 2: Business Strategy and Market Position - The company focuses on a customer-centric strategy, increasing R&D investment and enhancing product design capabilities to meet diverse customer needs [2] - The company actively expands its market presence by onboarding quality clients and improving technical support and after-sales service [2] Group 3: Product Offerings - The company’s smart hardware products include rugged smart terminals (rugged laptops, tablets, handheld devices) and consumer smart terminals (PCs, tablets, AIoT, XR products), serving various sectors such as smart manufacturing and public utilities [4] - The company has launched several breakthrough R&D products, including AI industry terminals and AI edge computing models, enhancing its service capabilities for medium and large brand clients [5][6] Group 4: R&D and Innovation - The company has increased its R&D investment, resulting in a rise in the number of R&D projects and new patent applications [5] - In 2024, the company established the Yidao Research Institute to collaborate with universities and research institutions on cutting-edge technologies like AI and cloud computing [6] - The company maintains partnerships with major tech firms (Intel, Qualcomm, etc.) to enhance its product development and market competitiveness [6]