Group 1 - The 2026 CCTV Spring Festival Gala featured several robot manufacturers, showcasing the growing integration of robotics into mainstream entertainment and signaling potential investment opportunities in the embodied intelligence industry [1] - Companies like Magic Atom, Galaxy General, Yushu Technology, and Songyan Power are part of a collaborative ecosystem, with some firms investing in key players while others act as core suppliers or strategic partners [1] - Despite optimistic expectations, many companies identified as "concept stocks" reported that their robotics-related businesses are still in the market development phase, contributing minimally to current performance [1] Group 2 - ChipLink Integrated (688469.SH) has a strategic partnership with Magic Atom and is involved in the production of laser radar components for robotics, with mass production expected in Q1 2026 [2] - Xiaxia Precision (001306.SZ) has identified Magic Atom as a potential client and has developed precision gears and reducers for humanoid robots, with some products already supplied to well-known robotics companies [2] - Tianqi Co., Ltd. (002009.SZ) established a joint venture with Galaxy General to advance the application of embodied intelligence robots in industrial manufacturing, with both companies holding a 50% stake [3] Group 3 - Junyi Digital (301172.SZ) has formed a dual relationship with Galaxy General through equity investment and a partnership agreement to promote robotics in specific vertical industries [3] - Shoucheng Holdings (00697.HK) is a significant investor in Songyan Power and has supported multiple rounds of financing, focusing on the robotics sector [3] - Shengshi Technology (002990.SZ) signed a strategic cooperation agreement with Songyan Power to create a collaborative system across the entire value chain of research, production, and market [4] Group 4 - Companies like Weilan Lithium (002245.SZ) and Nasda (002180.SZ) have established supply relationships with Yushu Technology, contributing to the production of lithium batteries and other components [4][5] - The 2025 Spring Festival Gala showcased humanoid robots, leading to a surge in the robotics industry, but the sustainability of this growth remains uncertain [6] - Companies such as Hongchang Technology (301008.SZ) and Xiaxia Precision have expressed cautious optimism regarding market growth, noting that many clients are still in the sample and small-batch order stages [7] Group 5 - Green Harmonic (688017.SH) reported significant growth in its precision transmission device business, indicating a shift from research to small-scale production in the robotics sector [8] - Liard (300296.SZ) is involved in the embodied intelligence business, providing services to leading robotics manufacturers, although this segment currently represents a small portion of its overall revenue [8] - Meihu Co., Ltd. (603319.SH) is expanding into the embodied intelligence sector while maintaining its traditional automotive parts business, with new projects underway for major robotics clients [8]

Group 1 - The company achieved a global first by showcasing a fully autonomous humanoid robot cluster performing martial arts, which included rapid movement capabilities [1][2] - The event featured the H2 robot making a stunning appearance at the main venue in Beijing and the sub-venue in Yiwu, dressed in a costume inspired by the legendary figure Sun Wukong [1][2] - The performance marked a breakthrough in athletic limits, setting multiple new global records [1][2]

Core Viewpoint - Rosen Law Firm is reminding investors who purchased securities of Richtech Robotics Inc. during the specified class period of the upcoming lead plaintiff deadline for a securities class action lawsuit [1]. Group 1: Class Action Details - Investors who bought Richtech Robotics securities between January 27, 2026, and January 29, 2026, may be eligible for compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and those wishing to serve as lead plaintiff must act by April 3, 2026 [3]. - The lawsuit alleges that Richtech made false claims about its relationship with Microsoft, which misled investors regarding the company's business and prospects [5]. Group 2: Rosen Law Firm's Credentials - Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a successful track record in securities class actions, highlighting its own achievements in this area [4]. - The firm has secured significant settlements for investors, including over $438 million in 2019 alone, and has been recognized as a leader in the field of securities class action litigation [4].

Core Viewpoint - Richtech Robotics is facing a securities class action lawsuit following a significant drop in its stock price after a report revealed that Microsoft denied a commercial partnership with the company, leading to a decline of over 20% in share value on January 29, 2026 [1][6]. Group 1: Lawsuit and Investigation - The lawsuit aims to represent investors who acquired Richtech securities between January 27, 2026, and January 29, 2026 [2]. - Hagens Berman, a national shareholder rights law firm, has initiated an investigation into the claims that Richtech violated federal securities laws [2][7]. - The lead plaintiff deadline for the lawsuit is set for April 3, 2026 [2]. Group 2: Company Statements and Market Reaction - On January 27, 2026, Richtech announced a collaboration with Microsoft, which initially caused its stock price to surge by 30% due to perceived commercial potential [4]. - However, on January 29, 2026, Hunterbrook Media reported that Microsoft characterized the engagement as a standard customer program without any commercial element, leading to a rapid decline in Richtech's stock price by over 20% [6]. Group 3: Allegations of Misleading Information - The lawsuit alleges that Richtech misled investors regarding the nature of its relationship with Microsoft, suggesting a meaningful collaboration that did not exist [5][6]. - Hagens Berman's investigation is focused on whether Richtech intentionally misled investors to facilitate a dilutive equity raise [7].

Core Viewpoint - Tesla is gaining attention as a potential investment in the AI sector due to its transition towards autonomous vehicles and humanoid robots, despite facing challenges such as declining sales and rising expenses [1][5]. Group 1: Analyst Optimism - Some analysts are becoming increasingly bullish on Tesla, particularly due to its self-driving car ambitions and the potential for significant revenue from robotaxi services, projected to reach $250 billion by 2035 [2][3]. - Wolfe Research analyst Emmanuel Rosner highlighted that 2026 will be a "catalyst-rich year" for Tesla, with at least 17 analysts currently holding a buy rating on the stock [2][3]. Group 2: Financial Performance - Tesla's gross margin improved to 20.1% in the fourth quarter, the highest in two years, and the company ended 2025 with $44 billion in cash and investments, a 20% increase from 2024 [3]. - However, Tesla's revenue fell by 3% in 2025, marking its first annual decline, while earnings dropped 47% to $1.08 per share, with vehicle revenue decreasing by 10% to $65.5 billion due to slowing consumer demand for EVs [6]. Group 3: Market Potential - The autonomous vehicle market could be valued at $1.4 trillion by 2040, and humanoid robotics may reach an estimated $5 trillion by 2050, indicating significant growth potential for Tesla if it can overcome current challenges [4].

Core Insights - The emergence of humanoid robots, exemplified by the "Cai Ming" robot, marks a significant advancement in domestic humanoid robot technology, showcased during the Spring Festival Gala [1] Group 1: Technological Advancements - The "Cai Ming" humanoid robot was developed by Songyan Power within two months, overcoming numerous technical challenges in structure and algorithm optimization [1] - The humanoid face incorporates 32 motors, with 12 dedicated to the mouth, enhancing the flexibility of lip movements and enabling a higher expression control frequency from 10Hz to 60Hz [2] - The neck design features three degrees of freedom, allowing for natural movement coordination with facial expressions, which is a requirement not present in traditional humanoid robots [3] Group 2: Application and Market Readiness - The humanoid robot's algorithmic breakthroughs provide it with the ability to interact emotionally and recognize emotions, making it more lifelike on stage [4] - Songyan Power has successfully integrated its humanoid face products into commercial scenarios, such as guided tours, and has standardized the production process for durability testing [4] - The company aims to transition from experimental products to mass production of humanoid robots by 2025, indicating a strong market readiness [4]

2月16日，在今晚的中央广播电视总台《2026年春节联欢晚会》上，宇树科技参演《武BOT》武术节 目，松延动力参演《奶奶的最爱》小品，魔法原子参演《智造未来》歌曲，银河通用参演《我最难忘的 今宵》贺岁微电影。 2026年马年春晚，各大具身智能机器人厂商"扎堆登上春晚"。 （文章来源：21世纪经济报道） ...

央视春晚舞台上，人形机器人"演出军团"正不断扩容。今年，共有来自4家企业的不同人形机器人"演 员"登上舞台，从语言交互、动作展现、干活能力等多维度展现创新风采。这其中，"会干活"的机器人 和"长得像"的仿生机器人分别来自银河通用、松延动力两家北京创新企业。以它们为代表，北京人形机 器人产业正跑在全国前列。 此次登上春晚舞台的人形机器人企业共有4家，除了两家北京企业，还包括宇树科技和魔法原子。4家企 业展现的节目亮点各有不同，在北京市经济和信息化局相关负责人看来，两家京企均代表了北京在人形 机器人某些细分领域的领先实力。其中，银河通用在春晚节目中展现的货架存取、盘核桃、叠衣物等精 细操作，源于该公司构建的百亿级具身智能数据集和端到端大模型"银河星脑AstraBrain"，让机器人真 正实现"自主干活"，在实际场景中表现出优异的泛化能力、自主决策力和抗干扰性能。另一家企业松延 动力，其人形机器人具备很强的运动控制能力，仿生人脸更是达到国内拟人程度最高、表情最丰富的水 平。 跑速度、结构强度，以及通用具身智能模型泛化能力等方面与国内外头部企业相比略有优势。同时，北 京在院士专家团队、国家重点科研机构等科技创新资源， ...

机器人伸手去拿桌上的杯子，它需要知道自己刚才有没有抓住过这个杯子吗？答案是肯定的。但现有的视 觉-语言-动作模型（VLA）大多只盯着当前画面做决策，完全没有"历史记忆"。这就导致机器人在处理遮挡 物体、多步骤堆叠这类需要上下文的任务时，很容易陷入混乱。 近日，来自KAIST和UC Berkeley 的团队提出了一个名为HAMLET的框架，给预训练VLA模型补上了"历史 感知"的短板。这个轻量级插件不需要从头训练大模型，却能让机器人在长时操控任务中，平均成功率直接 提升47.2%。在真实场景的"盖方块 叠杯子"任务里，HAMLET更是把成功率从37.5%拉到了79.2%，彻底解 决了机器人"断片"的问题。 01. 没有记忆的机器人 连叠杯子都做不好 当下主流的VLA模型，比如GR00T N1.5、CogACT，都遵循"单帧假设"，只靠当前的视觉画面和文本指令 来预测下一步动作。这种设计在简单任务里没问题，但遇到需要上下文的长时任务，就会立刻露怯。 举个例子，"用最近的杯子盖住方块，再把另一个杯子叠上去"这个任务，当机器人用第一个杯子盖住方块 后，方块就被遮挡住了。如果没有历史记忆，机器人看着眼前的两个杯子，根本 ...

记者丨刘雪莹 编辑丨吴桂兴 视频丨柳润瑛 据央视新闻，2月16日晚，中央广播电视总台《2026年春节联欢晚会》播出，王菲六登春晚，演唱歌曲《你我经历的一刻》。王菲用温柔旋律 诉说百年长河不过是你和我在经历着的一刻，愿我们珍惜每一次相逢，每一刻皆成永恒。 演出不久后，多条王菲相关词条登上热搜，热度火爆。 | 1 | 谁给迪丽热巴化的妆 当前爆词 | 爆 | | --- | --- | --- | | 2 | 王菲接了李谷一的班 当前爆词 | 爆 | | 3 | 春晚 当前爆词 | 爆 | | 트 | | ------- | | 4 | 机器人全面入侵春晚 当前爆词 | 爆 | | 5 | 王菲 真妈妈来了 当前爆词 | 爆 | 《你我经历的一刻》来自一支名为@ZaZaZsu咂咂苏 的复古流行乐队，歌曲原名《百年长河不过是你和我在经历着的一刻》。据悉，当时这首 歌一下子就打动了王菲， 王菲表示歌词一个字都不需要改。 值得注意的是， 今年王菲水滴钻石耳环再次出圈。 2025年，王菲曾时隔七年再度登上春晚舞台，演唱歌曲《世界赠予我的》。表演现场，她耳间点缀粉色圆形透明的耳饰，也曾登上热搜。有网 友调侃，耳饰外形看着像 ...