马斯克预测，AI最快将在2026年底超越人类智能，而特斯拉的人形机器人Optimus最早将于2027年底面向公众销售。他的讲话直接推动特斯拉股价当日大 涨超过4%，刷新两周多来的收盘高位。 马斯克曾公开表示这个达沃斯论坛"听起来无聊"，质疑其必要性。2022年，他曾在社交媒体上发帖称："达沃斯论坛是怎么回事？他们是想当地球的老板 吗？"然而这次，他罕见地出现在达沃斯论坛现场，来看看他都说了什么。 本文转载自公众号留学生日报。 2026年1月22日，马斯克罕见地出现在达沃斯论坛现场与贝莱德CEO拉里·芬克进行了30多分钟对话。 "如果我们拥有几乎免费的人工智能和无处不在的机器人，全球经济将会出现爆炸式增长，其规模将前所未有。"马斯克在对话中抛出了一系列震惊科技界 与资本市场的重磅消息。 软件方面，Optimus深度复用特斯拉电动车FSD的纯视觉感知系统和神经网络算法。根据计划，Optimus V3原型机预计在2026年第一季度亮相，目标于 2026年底前后启动量产。 与机器人进展相呼应的是特斯拉的另一项核心AI技术——完全自动驾驶（FSD）。马斯克直言，自动驾驶"是一个已解决的问题"，并给出了明确的推广节 奏。 ...

了，而且演一场少一场，必须抓紧一切时间来试。在今年的春晚小品《奶奶的最爱》里，蔡明对机器人 的声音一直不满意，最后索性把四个机器人的台词全部自己录了一遍。蔡明：一开始用AI，它说不出 来我的意思。我就把机器人全给录了，这样的话一变声，就变成小娃娃的声音。记者：如果生活当中， 你能把这些机器人领回家，你领哪个？蔡明：小布米。大的太大，家里搁不下，小布米好玩。 #蔡明想把机器人小布米领回家#【#蔡明谈与春晚机器人再续前缘#】据央视新闻，在2026总台马年春晚 的舞台上，64岁的蔡明时隔7年再度登场，与青年喜剧演员王天放携手表演小品《奶奶的最爱》。因参 与一档喜剧综艺，蔡明结识了王天放，并留意到了这个小伙子。蔡明：一开始愣头愣脑的，也不知道演 的什么，乱糟糟的，是不是？王天放：那时候演得确实不好。蔡明：我说演的这是个啥？孩子可能还没 弄清楚，然后越演越好，而且天放是一个非常热心的好孩子，他给很多作品客串，小人物都是闪闪发光 的，特别不容易，我就注意到他了。今年是蔡明第28次在春晚舞台上表演小品。从时尚少女到聪明媳 妇，再到毒舌老太太，她塑造的角色千变万化，成为几代人的除夕夜记忆。此次回归春晚舞台，她不仅 带来一个暖 ...

专题：《硬核AI客》 当消费级机器人从实验室展台走向生活场景，当"送礼送科技"成为春节新潮流，一场关于智能生活的革 命正悄然发生。《硬核AI客》第三期正片上线，本期我们走进陶朱新造局——国内首个机器人线下体 验店，这里不仅藏着适配家庭、儿童、银发族的全场景智能产品，更开创了"投资+体验+销售+售后"的 全新行业模式。 从3秒上手的空气电吉他到棋艺高超的元萝卜下棋机，从情感陪伴的萌友机器人到能编程变形的乐森金 刚，每一款产品都在重新定义科技与生活的距离；而"古艺新造"的品牌初心、灵活多元的空间设计、销 服一体的保障体系，更让我们看到机器人行业从"产品爆发"到"生态成熟"的进阶之路。 本期节目聚焦由首程控股有限公司运营的机器人消费体验品牌"陶朱新造局"，其运营模式集展示、体 验、互动与消费于一体，定位为智能生活空间。以"玩得起、看得见、买得到"为理念，旨在破解机器人 产品的认知与消费壁垒。 罗宁：又有文化的深意。 叶芊：对，古艺新造，古艺新造。 姜艺童：那我进店之后发现这个店的布局也很特别，有展厅，有这种演示区，还有大家可以交流互动的 空间。这个布局、这个动线有没有什么用意？ 叶芊：这个其实我们在设计这条产品线的 ...

Core Viewpoint - The participation of humanoid robot companies in the Spring Festival Gala signifies the arrival of the robot era, with significant implications for brand recognition and market dynamics in the robotics industry [1][14][15]. Group 1: Industry Trends - The Spring Festival Gala has evolved into a major platform for robot companies to showcase their technologies and products, acting as a pre-IPO "super roadshow" [2][13]. - The collective appearance of these companies indicates a growing trend in the robotics sector, with increasing investment and interest from the capital market [14][15]. - The event serves as a critical signal of the industry's development, showcasing advancements in technology and applications, and enhancing the visibility of domestic brands on a global stage [13][14]. Group 2: Company Highlights - Magic Atom, a new entrant, positions its humanoid robots as "warm life partners" and emphasizes the integration of technology and culture, aiming to shape public perception of future living companions [5][7]. - Galaxy General focuses on showcasing its "embodied large model" technology, highlighting its robots' decision-making capabilities and real-world applications, which extend beyond basic performances [9][10]. - Yushu Technology, a veteran in the Spring Festival Gala, aims to demonstrate its advanced motion control and manufacturing capabilities, with over 5,500 humanoid robots shipped in 2025 [12][17]. Group 3: Capitalization and Market Impact - Yushu Technology is leading the capitalization process in the sector, having completed 10 rounds of financing with a valuation of 12 billion yuan, positioning itself as a potential leader in the A-share market for humanoid robots [17]. - Galaxy General has completed a significant financing round exceeding 300 million USD, with a valuation surpassing 3 billion USD, indicating strong investor confidence and market potential [17][18]. - Magic Atom, with a valuation of approximately 3.5 billion yuan, is also advancing its IPO plans, leveraging the Spring Festival Gala for increased market recognition [18].

专题：2026年度国际消费电子展(CES) 专题：2026年度国际消费电子展(CES) 新浪科技讯 1月6日上午消息，一年一度的CES展会期间，黄仁勋在英伟达新品发布会上表示，机器人 系统的下一个时代将是机器人时代，在现场，黄仁勋带来了电影星球大战中的BD-1机器人，外形大小 类似宠物鸭，可感知周围环境并做出友好互动。 黄仁勋表示，包括Boston Dynamics、Franka Robotics、LEM Surgical、LG Electronics、Neura Robotics和 XRlabs在内的全球机器人领军企业，正在基于英伟达Isaac平台和GR00T基础模型开发产品，覆盖了从 工业机器人、手术机器人到人形机器人、消费级机器人的多个领域。 现场大屏幕上，黄仁勋展示了不同形态、不同用途的机器人，它们被集中展示在分层舞台上：从人形机 器人、双足与轮式服务机器人，到工业机械臂、工程机械、无人机与手术辅助设备，展现出一版"机器 人生态图景"。 新浪科技讯 1月6日上午消息，一年一度的CES展会期间，黄仁勋在英伟达新品发布会上表示，机器人 系统的下一个时代将是机器人时代，在现场，黄仁勋带来了电影星球大战中的B ...

Core Insights - Horizon Robotics achieved a market capitalization of HKD 126 billion by December 16, 2025, reflecting a growth of over 90% since its IPO, which is the largest IPO for a Chinese tech company in the past three years [3][9][8] - The company positions itself as a "Horizontal Platform" for the Robotics era, emphasizing an open and win-win ecosystem [4][12] Company Overview - Horizon Robotics, founded by Yu Kai, is described as a non-typical chip company, focusing on "processing hardware" rather than traditional chip terminology [4] - The company has shipped over 7 million units of its "processing hardware" [5] IPO Significance - The IPO not only marked a significant financial milestone but also attracted long-term international funds, injecting confidence into the Hong Kong market [9] - The timing of the IPO coincided with a market recovery, which Yu Kai humorously attributed to "luck" [8] Ecosystem Ambitions - Horizon's vision includes creating a vibrant ecosystem within the automotive industry, aiming to foster innovation and improve safety and quality of life [12][14] - The first technology ecosystem conference showcased participation from major automotive manufacturers, highlighting the collaborative nature of Horizon's approach [13] Technological Foundations - The company introduced its fourth-generation BPU architecture, named "Riemann," which aims for significant performance improvements through algorithm and architecture optimization [18] - The new architecture enhances tensor calculations and supports vector and floating-point computations, achieving a fivefold increase in energy efficiency [18] HSD Together Model - Horizon launched the HSD Together model, which aims to reduce partners' costs and time by 90%, transforming the business model from selling products to providing services [28][30] - This model is designed to attract more automotive manufacturers, particularly mainstream brands, to join Horizon's ecosystem [29] Competitive Strategy - Horizon's strategy contrasts with competitors like Tesla and Huawei by adopting a semi-open approach, focusing on collaboration rather than strict control [31] - The goal is to establish a trust-based ecosystem that fosters innovation and efficiency, positioning Horizon as a key player in the smart automotive and physical AI markets [32] Future Vision - Horizon aims to leverage its ecosystem to drive technological advancements and ensure long-term growth, with a focus on making technology accessible to everyday users [36]

Core Viewpoint - The company, Lianyu Co., Ltd. (001326.SZ), has clarified that its affiliate, Luoyang Aowei, has not yet established direct cooperation with Tesla Robotics. The company aims to leverage its core technology and mass production advantages to enhance collaboration within the industry chain and steadily expand its business in the robotics sector [1]. Group 1 - Luoyang Aowei will continue to utilize its core technology and mass production capabilities to deepen collaborative innovation with upstream and downstream partners in the industry [1]. - The company plans to leverage its extensive experience in manufacturing and its comprehensive global sales network to empower Aowei, facilitating its entry into international markets [1]. - The focus is on seizing growth opportunities in the robotics era through strategic partnerships and innovation [1].

Core Viewpoint - The company, Lianyu Co., Ltd. (001326.SZ), has clarified that its affiliate, Luoyang Aowei, has not yet established direct cooperation with Tesla Robotics, but aims to leverage its core technology and mass production advantages to expand its business in the robotics sector [1] Group 1 - Luoyang Aowei will continue to deepen collaborative innovation with upstream and downstream partners in the industry chain [1] - The company plans to utilize its extensive experience in manufacturing and its comprehensive global sales network to empower Aowei in opening international markets [1] - The focus is on seizing growth opportunities in the robotics era [1]

Core Points - The approval of Elon Musk's new long-term incentive plan at Tesla's annual shareholder meeting has sparked significant discussion, with a 75% support rate, potentially leading to stock earnings equivalent to 6.26 trillion RMB, setting a record in global business history [1][3] Group 1: Compensation Plan Details - The incentive plan spans 10 years and is structured around 12 tiered performance goals, requiring Tesla's market value to increase from 1.5 trillion USD to 8.5 trillion USD [3] - Key performance targets include delivering 20 million electric vehicles, acquiring 10 million active subscribers for fully autonomous driving services, mass-producing 1 million humanoid robots, and commercializing 1 million robot taxis, along with achieving a core profit target of 400 billion USD [3][4] - Musk must pay a corresponding price to unlock the stock options, which are subject to market fluctuations, and any unvested shares will expire if he ceases to be CEO within 7.5 years [3] Group 2: Market Context and Reactions - The potential earnings of 6.26 trillion RMB are comparable to the GDP of Henan Province in China for 2024 and double the annual GDP of Bangladesh, highlighting the extraordinary nature of this compensation [3] - Musk's history of overcoming seemingly impossible challenges, such as popularizing electric vehicles and reducing costs in space travel, has led shareholders to place immense trust in his ability to turn ambitious goals into reality [4] - There are ongoing debates regarding the feasibility of the performance targets, particularly concerning humanoid robots and robot taxis, which face technological, regulatory, and market acceptance challenges [4]

Core Points - Liu Qiangdong, founder and chairman of JD Group, returned to the World Internet Conference after eight years, emphasizing the importance of reducing logistics costs in China through organized delivery and automation [2][10] - He highlighted that the average logistics cost in China was 14.1% of GDP last year, with goods being moved approximately five times before reaching consumers, compared to 7.2 times in 2007 [11][12] - Liu projected that with advancements in artificial intelligence and robotics, logistics costs could drop to below 10% of GDP within five years, significantly enhancing corporate profits and consumer confidence [2][12] Logistics and Automation - Liu stated that the high logistics costs in China stem from disorganized movement of goods, which leads to inefficiencies and resource wastage [11][12] - He announced plans for JD to establish the world's first fully automated delivery station by April next year, where robots will handle all loading tasks [14] - The company has been actively investing in embodied intelligence technologies, completing over six investments in the past five months, covering various aspects of robotics and automation [9] Future Work and Economic Impact - Liu addressed concerns about job losses due to automation, suggesting that new services will emerge in a digital society, potentially allowing for reduced working hours [3][15] - He proposed that governments could tax monopolistic tech companies heavily to support those without jobs and enhance public services [16] - The future vision includes a significant growth in the tourism market, driven by technological advancements, which could create new employment opportunities [15]