下周国庆和中秋碰到一起了，节前就剩两个交易日了。结合本周资金流向来看，散户交投情绪趋于谨 慎，很多财经号建议持币，反而机构资金对后市持乐观态度。和讯投顾刘阳表示，其实这个月最大的分 歧点在9月18号，也就是上周四美联储的降息动作，在降息前大盘上涨了八九百个点，很多资金预判利 好兑现要往下拐，标题党整天喊A股将迎来重大变盘，实际上指数在抛压最大的时刻没有被空方干下 去，换个说法就是多方守住了。那么接下来就是多头反攻，过去几个周期TMT行业是一起动的，这一 轮行情出现了明显的分化，涨的时候没有一起涨，跌的时候可能就要一起跌了。科技方向下周我们看分 化机器人算力和英伟达上游供应商看下行固态，储能风电看上行，下周两天看阳线反攻大面积红。 ...

Core Viewpoint - Nvidia's new Jetson Thor chip significantly enhances the computational power and data processing capabilities for robotics, enabling more complex tasks to be performed directly on the device rather than relying on cloud processing [3][4]. Group 1: Nvidia's Jetson Thor Chip - The Jetson Thor chip, based on the Blackwell architecture, offers a peak performance of 2070 TFLOPS at FP4 precision, representing a 7.5 times improvement over the previous Orin chip and a 3.5 times increase in energy efficiency [4]. - The chip allows robots to handle high-resolution, high-frequency sensor inputs directly, potentially shifting many tasks from cloud processing back to local execution [5]. Group 2: Robotics Deployment Models - Current robotics typically utilize a hybrid deployment model combining cloud and edge processing, with edge systems focusing on real-time tasks and cloud systems handling more complex reasoning tasks [4]. - The reliance on cloud processing introduces latency issues that can affect the safety and feasibility of high-frequency tasks, such as rapid decision-making and continuous grasping [4]. Group 3: Competitive Landscape - Domestic companies are also developing their own solutions, such as Diguo Robotics' RDK S100 development kit and Hezhima Intelligent's chips for humanoid robots, which focus on real-time control and multi-modal data processing [6][7]. - The advantages of domestic chips include higher cost-effectiveness and tailored services that cater to local market needs, providing differentiation in scene optimization [7].

Group 1 - Nvidia has launched the Jetson Thor robot computing platform, which is now available for developers at a price of $3,499 [2] - The Thor chip, based on the Blackwell architecture, offers a peak computing power of 2070 TFLOPS at FP4 precision, representing a 7.5 times improvement over the previous Orin chip and a 3.5 times increase in energy efficiency [2] - The current deployment model for robots typically combines cloud and edge computing, with a need for significant computational power for more generalized robot models [2][3] Group 2 - The Thor chip enhances data processing capabilities and interface bandwidth, allowing robots to handle high-resolution, high-frequency sensor inputs locally, which could reduce reliance on cloud processing [3] - Nvidia aims to establish foundational infrastructure in the robotics sector, similar to its strategy before the AIGC boom, to influence industry standards ahead of a potential market explosion [3] - Domestic companies in China are also developing their own solutions, such as the RDK S100 development kit and various chips for different robotic functions, highlighting the competitive landscape [4] Group 3 - The advantages of domestic chips include higher cost-effectiveness and tailored services, which may provide differentiation in market optimization [4] - Despite Nvidia's advancements, the fragmented nature of robot applications presents opportunities for competitors to carve out niches in low-power chips and specialized scenarios [4]