Core Viewpoint - The Carnegie Mellon University research team has developed the world's smallest electric autonomous bipedal robot named "Zippy," which stands under 4 centimeters tall and can perform various movements autonomously [1] Group 1 - The robot is equipped with a compact onboard battery, actuators, and control systems, enabling it to initiate movement independently [1] - "Zippy" can walk, turn, jump, and climb at a speed of 10 steps per second [1] - The research findings were presented at the 2025 IEEE International Conference on Robotics and Automation [1]

Core Points - Ekso Bionics Holdings, Inc. will implement a reverse stock split at a ratio of 1-for-15, effective May 27, 2025 [1][3] - The number of outstanding shares will decrease from approximately 35,289,695 to about 2,352,646 post-split [2] - The reverse stock split aims to raise the per share trading price to comply with Nasdaq's minimum bid price requirement of $1.00 for ten consecutive trading days [3] Shareholder Impact - No fractional shares will be issued; any fractional shares will be rounded up to the next whole share [4] - The reverse stock split will uniformly affect all shareholders without significantly altering their percentage interest in the company's equity [5] - Stock options and restricted stock units will be adjusted accordingly, with a corresponding increase in exercise prices [5] Administrative Details - Shareholders holding shares electronically will not need to take action as their shares will be automatically adjusted [6] - Shareholders with physical certificates can contact VStock Transfer, LLC for information on exchanging their certificates [6] - Additional information regarding the reverse stock split is available in the Company's Definitive Proxy Statement filed with the SEC [6] Company Overview - Ekso Bionics is a leading developer of exoskeleton solutions aimed at enhancing human strength, endurance, and mobility in medical and industrial applications [7] - The company focuses on improving health and quality of life through advanced robotics designed to restore human function [7] - Ekso Bionics is headquartered in the San Francisco Bay Area and is listed on the Nasdaq Capital Market under the symbol "EKSO" [7]

Q&A 当前人形机器人产业的市场规模和估值情况如何？ 截至目前，人形机器人集成板块相关的主题概念股已接近 200 家，整体市值约 为 3.5 万亿元。扣除这些公司的合理估值后，人形机器人的产业估值预期约为 1.5 万亿元。此外，一级市场相关的人形机器人本体厂商和供应链上的零部件 厂商的估值大约还有几千亿元。因此，目前国内的一二级市场人形机器人产业 的估值已经反映了差不多 200 万台以上的市场预期。 人形机器人产业观察：下半年行情展望 20250519 摘要 • 人形机器人产业自 2022 年 10 月上涨以来，已涌现多家高倍股，估值已 反映较高市场预期，板块整体估值处于高位，类似于新能源汽车成长期的 行业表现。 • 板块要突破 3 月 23 日高点，需产品商业化落地进展及风险偏好提升。目 前产品端进展或慢于预期，核心透明公司表现相对较弱。 • 下半年人形机器人发展需大市值龙头标的实现突破，特斯拉 Optimus 项 目进展是关键，包括第三代、第四代灵巧手发布及工厂端场景泛化能力。 • 贸易关系变化抬升供应链门槛，前期完成送样公司具优势。对 T 配套厂商 提出海外投资、资本开支及供应链管理能力新要求，关注恒立 ...

"如果梁文锋继续读博士，还有今天的DeepSeek吗？如果王兴兴继续读博士，还有今天的宇树科技吗？ 如果汪韬继续读博士，还有今天的大疆吗？" 5月17日下午，在2025搜狐科技年度论坛上，福耀科技大学校长、西安交通大学原校长王树国向听众抛 出上述之问。同一场合，从事艺术创作工作40年的北京电影学院原副校长、北京电影学院中国动画研究 院院长孙立军也在思索：AI出现后，艺术创作领域还存在所谓的风格吗？艺术人才培养的核心是什 么？ 当前，新技术浪潮正在席卷全球，一个显著的特点是AI技术极大地突破人的知识边界，并打破了时间 和空间对生产生活的限制。在此背景下，高等教育如何变革？现有大学教育如何与AI紧密融合起来？ 面对智能时代的新挑战，两位高校教育者不约而同提到，主动拥抱AI。在王树国看来，"规避它不是办 法"。如果一昧地害怕技术带来的弊端，那必将被它所奴役甚至伤害。孙立军也认为要拥抱AI，"和它交 朋友，而不能树敌。" 大学需跳出封闭小圈子，直接与社会对话 任何技术的创新，离不开人才。结合各自观察与发现，两位高校教育者分享了他们对人才培养的看法。 王树国认为，现在很多发明创造和新形态都来自社会，大学已不再是从外部撬 ...

Core Viewpoint - The upcoming salon in Hangzhou focuses on investment opportunities in cutting-edge technologies such as AI, computing power, semiconductors, and humanoid robots, emphasizing the role of ETFs as a flexible investment tool in constructing strategy portfolios [1]. Group 1: Event Details - The salon is themed "Winds Rise in Technology Waves, Opportunities Hidden Within" and will take place on May 24, 2025, from 14:00 to 16:20 at the Minghao voco Hotel in Hangzhou [1]. - The event aims to discuss the investment logic and practical applications in the technology sector, highlighting certain opportunities behind the trends [1]. Group 2: Guest Speakers - The salon features notable speakers including Yin Hao from Bosera Fund, who will discuss "Investment Opportunities in the Wave of Artificial Intelligence" [2]. - Qin Jie from China Galaxy Securities will explore "Value Discovery and Structural Growth Opportunities in the Photovoltaic Industry" [2]. - Zhou Shuming from GF Securities, a winner of the New Fortune Best Stock Investment Return Award, will present on "Value Opportunities in the Game" [2]. Group 3: Engagement Activities - The event will include engaging activities such as a check-in event and the distribution of high-quality gifts related to the community [4]. - There will also be exclusive community red envelope rain and interactive games to create a fun and rewarding atmosphere for attendees [4].

Group 1 - Huawei, UBTECH, Zhiyuan Robotics, and Zhongjian Technology (002779) will collaborate on elderly care humanoid robots [1] - The collaboration will focus on computing power, large model platforms, data collection, solutions, and application scenarios [1] - A launch conference for the "Embodied Intelligent Elderly Care Robot Collaborative Development" is scheduled for May 21 at a senior care facility in Xuhui District, Shanghai [1]

Core Insights - NVIDIA has introduced the NVIDIA Isaac GR00T N1.5, an updated foundation model for humanoid reasoning and skills, along with the GR00T-Dreams blueprint for generating synthetic motion data and Blackwell systems to enhance humanoid robot development [1][3][10] Group 1: Product Announcements - The NVIDIA Isaac GR00T N1.5 model improves adaptability to new environments and workspace configurations, enhancing its success rate in material handling and manufacturing tasks [7][8] - The GR00T-Dreams blueprint generates vast amounts of synthetic motion data, allowing robots to learn new behaviors and adapt to changing environments [3][4] - The GR00T-Dreams blueprint complements the previously released GR00T-Mimic blueprint, which augments existing data rather than generating new data [5] Group 2: Industry Adoption - Various humanoid and robotics developers, including Agility Robotics, Boston Dynamics, and XPENG Robotics, are adopting NVIDIA's Isaac platform technologies to advance their robot development [2][9] - Early adopters of the GR00T N models are utilizing them for tasks such as natural language understanding and complex workflows in industrial settings [8] Group 3: Technological Advancements - NVIDIA's simulation technologies, including Isaac Sim and Isaac Lab, are being used by companies to close the data and testing gap in humanoid robot development [9] - The Blackwell systems, including NVIDIA RTX PRO 6000 workstations, provide a unified architecture for running various robot development workloads, achieving up to 18 times greater performance for data processing [10][11]

回撤方面，截至2025年5月16日，机器人ETF今年以来相对基准回撤0.35%，在可比基金中回撤风险较低。 费率方面，机器人ETF管理费率为0.50%，托管费率为0.10%，费率在可比基金中最低。 跟踪精度方面，截至2025年5月16日，机器人ETF近半年跟踪误差为0.017%，在可比基金中跟踪精度最高。 截至2025年5月19日 11:18，机器人ETF(562500)下跌1.03%，成分股方面涨跌互现，*ST新元领涨6.27%，国茂股份上涨4.12%，亚威股份上涨3.07%；信捷电 气领跌6.91%，天准科技下跌4.82%，禾川科技下跌4.29%。拉长时间看，截至2025年5月16日，机器人ETF近2周累计上涨1.63%。 流动性方面，机器人ETF盘中换手3.03%，成交3.97亿元。拉长时间看，截至5月16日，机器人ETF近1周日均成交9.04亿元，排名可比基金第一。 资金流入方面，机器人ETF最新资金净流出1.76亿元。拉长时间看，近17个交易日内，合计"吸金"4.17亿元。规模方面，机器人ETF近3月规模增长56.22亿 元，实现显著增长，新增规模位居可比基金1/7。份额方面，机器人ETF近1月份额 ...

（本文机构观点来自持牌证券机构，不构成任何投资建议，亦不代表平台观点，请投资人独立判断和决 策。） 消息面上，近期人形机器人板块又有一些新的催化。 据智通财经，5月12日，华为与优必选科技正式签署全面合作协议。据介绍，双方将围绕具身智能和人 形机器人领域，在产品技术研发、场景应用及产业体系等开展创新合作。 此外，特斯拉在2025年第一季度更新报告中首次公开了Optimus人形机器人的试生产线，预计到今年年 底将有数千台Optimus在特斯拉工厂工作，到2030年，每年将生产百万台Optimus机器人。 5月13日晚间，特斯拉官方微博发布人形机器人擎天柱（Optimus）"跳舞"视频，并表示其人形机器人优 化"仿真到现实"（Sim-to-Real）的训练代码，通过强化学习完成训练。 中信建投证券研报称，华为、腾讯等巨头积极推进与机器人厂商的合作，依托其在应用场景、AI基础 设施等多维度的能力赋能机器人厂商，助力模型训练、提高研发效率、开拓应用场景等，有望进一步加 速人形机器人的商业化落地，看好大厂合作赋能后机器人厂商的发展。 5月19日，A股三大指数早盘震荡调整 ，截至发稿，中证机器人指数跌1.40%，成分股中 ...

机器人板块早盘震荡调整，截至9:58，国证机器人产业指数成份股中，江苏北人涨超2%，全志科 技、拓斯达涨超1%，机器人ETF易方达（159530）盘中成交额突破7000万元。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 国证机器人产业指数聚焦AI硬件终端，覆盖机器人产业链上下游各环节核心标的，成份股中人形 机器人占比超50%，"人形含量"在所有ETF跟踪的指数中排名第一。投资者可借道机器人ETF易方达 （159530，联接基金A/C：020972/020973）等产品布局产业发展机遇。 每日经济新闻 （责任编辑：张晓波 ） 近日，国家数据局综合司印发《数字中国建设2025年行动方案》。其中提出，深度挖掘人工智能应 用场景，积极开展人工智能高质量数据集建设；着力发展智能网联新能源汽车、人工智能手机和电脑、 智能机器人等新一代智能终端及智能制造装备。 中信证券研报认为，2025年将成为具身智能机器人产业的 ...