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宏观金融日报-20251230
Yi De Qi Huo· 2025-12-30 12:27
Group 1: Daily News Summary - From December 29th, the Eastern Theater Command of the Chinese People's Liberation Army organized military exercises in multiple regions around Taiwan, with live - fire shooting on December 30th from 8:00 to 18:00, aiming to safeguard national sovereignty [2] - The State Council Tariff Commission announced the 2026 tariff adjustment plan on December 29th, with 935 items to have lower import provisional tax rates starting from January 1st, 2026 [2] - The Central Rural Work Conference was held in Beijing from December 29th to 30th, deploying 2026's "Three Rural" work [3] - On January 1st, 2026, a new generation of digital RMB measurement framework, management system, operation mechanism, and ecosystem will be launched, entering the digital deposit money era [3] - South Korean President Lee Jae - myung will visit China from January 4th to 7th, 2026, which is his first visit to China after taking office [4] - Russia accused Ukraine of attempting to attack President Putin's residence, while Kiev refuted it, adding uncertainty to the peace prospects in Ukraine [4] - US President Trump said the US had "struck" an area in Venezuela and threatened to attack Iran if it rebuilds its nuclear project. He also threatened to sue Fed Chair Powell and plans to announce the next Fed Chair in January [5] Group 2: Stock Index Futures - On Tuesday, the market rose and then fell. The Shanghai Composite Index closed flat, and the trading volume of the Shanghai and Shenzhen stock markets was 2.1423 trillion yuan. The CSI 300, SSE 50, CSI 500, and CSI 1000 rose by 0.26%, 0.06%, 0.38%, and 0.04% respectively [6] - Overseas macro - environment is friendly, and China usually achieves an economic "good start" in Q1. The macro - policy will be positive and loose at the end of the year and the beginning of the next year, which is conducive to the recovery of market risk appetite. The spring offensive in 2026 started in December 2025 [7] - Investors are advised to focus on the central bank's liquidity management, overseas market performance after Christmas and New Year, and the performance of A - shares and Hong Kong stocks after the resumption of north - bound trading. Also, pay attention to sectors such as controllable nuclear fusion, PCB upstream, and embodied fields, and allocate non - bank sectors [7] Group 3: Treasury Futures - On Tuesday, the central bank conducted 3125 billion yuan of 7 - day reverse repurchase operations, with 593 billion yuan of reverse repurchases maturing, resulting in a net injection of 2532 billion yuan. The money market was loose, and the overnight repurchase rate was 1.24% [9] - Since December, the bond market has been greatly affected by news. The short - term upward momentum of the bond market is limited due to the delay of reserve requirement ratio cut and interest rate cut expectations and the strong performance of the equity market [9] - The bond market is expected to continue to fluctuate before new drivers emerge. It is recommended to sell high and buy low and operate with a light position [9] Group 4: Precious Metals - In the Asian session today, the precious metals sector weakened significantly. Platinum and palladium futures on the Guangzhou Futures Exchange hit the daily limit down for two consecutive days, and Shanghai gold and silver futures fell by 3.11% and 4.03% respectively [12][13] - Speculative funds are retreating. The CME's initial position data on the 29th showed that positions in gold, silver, platinum, and palladium were all reduced [13] - After the overseas December gold, silver, and palladium futures deliveries, the non - exceeding - expected delivery data and relatively low ETF margin - lending rates indicate that the overseas spot shortage has not yet formed. The market is expected to have potential due to low global visible inventories and low registered warehouse receipts of Cmx silver futures [13] - It is recommended to reduce positions and take profits before the holiday and hold long positions with a light position (de - leveraged) during the holiday. After stabilization, the fundamental strength is expected to be silver > gold > platinum > palladium [13] Group 5: Future 24 - Hour Key Data - Tomorrow (January 1st): At 08:30, the Reserve Bank of Australia will release the minutes of its December monetary policy meeting. At 21:30, the preliminary annualized quarterly rate of the US Q3 real GDP, the preliminary annualized quarterly rate of the US Q3 core PCE price index, and the preliminary monthly rate of the US October durable goods orders will be announced. At 22:15, the US October industrial production monthly rate will be released. At 23:00, the US December Conference Board consumer confidence index will be announced [18]
DexCanvas:具身数据的规模、真实、力觉真的突破不了三缺一吗?
具身智能之心· 2025-10-10 00:02
Core Viewpoint - The article discusses the challenges and advancements in dexterous manipulation in robotics, highlighting the need for high-quality, multi-modal data to improve robotic grasping capabilities and the introduction of the DexCanvas dataset as a solution [1][15]. Group 1: Challenges in Dexterous Manipulation - Dexterous manipulation remains a significant challenge due to the need for precise control, high-dimensional motion planning, and real-time adaptation to dynamic environments [2][11]. - Existing hardware for dexterous manipulation is categorized into two types: two-finger grippers and multi-finger humanoid hands, with the latter being more suitable for complex tasks due to their higher degrees of freedom [2][3]. - Current learning methods for dexterous manipulation include imitation learning and reinforcement learning, each with its own advantages and limitations regarding data requirements and training complexity [4][9]. Group 2: Data Collection and Quality Issues - Data collection for dexterous manipulation is expensive and often lacks tactile and force information, with existing datasets being insufficient for large-scale pre-training [9][10]. - The article emphasizes the trade-off in data collection, where achieving scale, realism, and tactile feedback simultaneously is challenging [6][7]. - The DexCanvas dataset addresses the lack of force and tactile information in existing datasets, providing a comprehensive solution for high-quality data collection [17][21]. Group 3: DexCanvas Dataset Introduction - DexCanvas is a large-scale dataset launched by Lingqiao Intelligent Technology, designed to bridge the gap between cognitive and physical intelligence in robotics [15][16]. - The dataset includes complete multi-finger force/contact annotations optimized for systems with over 20 degrees of freedom, significantly enhancing data quality [17][21]. - DexCanvas offers a structured framework for data collection based on 22 types of human hand operation modes, integrating over 1,000 hours of real human demonstration data and 100,000 hours of physically simulated data [21][22]. Group 4: Data Generation and Enhancement - The dataset generation process involves capturing human demonstrations with high precision and using physical simulation to recover missing force control data [25][27]. - DexCanvas expands the dataset by altering object properties and initial conditions, resulting in a significant increase in data volume while maintaining force control information [28][29]. - Unlike pure simulation, DexCanvas is based on real human demonstrations, allowing for better generalization across different robotic platforms and tasks [30]. Group 5: Industry Impact and Future Prospects - The introduction of DexCanvas is expected to accelerate advancements in the field of robotics by providing essential data for physical interaction, which has been lacking in existing datasets [32]. - The article expresses anticipation for the open-sourcing of the dataset to further enhance research and development in related areas [32].