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 ...

Core Viewpoint - The development of a lifelike robotic version of Cai Ming for the CCTV Spring Festival Gala showcases significant advancements in robotics technology, particularly in creating realistic facial expressions and movements [1] Group 1: Technical Challenges and Innovations - The technical team at Songyan Power faced the challenge of creating a 1:1 replica of Cai Ming, which required precise modeling and adjustments to meet the demands of live performance [1] - A total of 32 micro motors were redesigned and compactly arranged to control facial expressions, with the control frequency increased sixfold to ensure smooth transitions between expressions [1] - The team developed a custom expression generation system based on extensive video data and live performance captures, enabling the robotic figure to replicate subtle facial expressions like raising eyebrows and smiling [1] Group 2: Enhancements for Realism - During rehearsals, the team identified that the robotic figure lacked a sense of "liveliness," prompting further adjustments to include neck movements and breathing patterns to enhance realism [1] - Three additional degrees of freedom were added to the neck to allow for slight movements that align with speech and facial expressions, making the robotic figure appear more lifelike [1] - The iterative process of adjustments and rehearsals ultimately led to a robotic figure that closely resembled a real person, achieving a significant milestone in robotics for live performances [1]

Core Insights - The performance "Wu BOT" showcased advanced robotics technology, featuring martial arts robots that executed complex movements and interacted with children, highlighting the integration of technology and traditional culture [1] Group 1: Technological Innovations - The robots demonstrated several globally unique movements, including consecutive single-leg backflips and high jumps, achieved through extensive training and the use of custom launchers [1] - A new high-speed collective formation control technology was introduced, allowing over twenty robots to perform synchronized movements while running, marking a significant advancement in robotics [1] - The robots were equipped with "dexterous hands" to enhance their interaction with children, showcasing the potential for robots to engage in martial arts training [1] Group 2: Cultural Significance - The performance aimed to blend traditional Chinese martial arts with cutting-edge robotics, emphasizing the importance of cultural transmission through technology [1] - The program was designed around the concept of a "future martial arts school," aiming to inspire children and instill an interest in technology [1] - The integration of martial arts and robotics was seen as a meaningful way to promote Chinese culture on a global stage [1] Group 3: Future Developments - The company plans to develop new products focusing on practical service robots and exploratory technology, aiming to enhance human productivity [1] - The emphasis on stability and movement capabilities in robots is seen as essential for their future applications in various fields [1]

刚刚，总台马年春晚 有网友表示 "这是中国科技与中国功夫的最强合体！" 《武BOT》燃爆的不仅是舞台 还有我们对未来的无限期待 来源：央视新闻客户端 机器人练武的节目《武BOT》燃爆全场 科技与传统硬核碰撞 让观众直呼过瘾 舞台上，一排排机器人 动作行云流水 跳马、后空翻，动作连贯、招招精准 还和小朋友们展开"人机对决" 双方对练棍术、耍双节棍 醉拳、双节棍，它们也不在话下 宇树科技创始人王兴兴 告诉央视新闻记者 今年机器人在快速奔跑中 完成了穿插变阵和武术动作 这种高动态、高协同的集群控制技术 是全球首次亮相 "这个动作非常实用 为后续机器人在其他场景集群 或单台机器人调度做好了铺垫" 从去年的《秧BOT》 到今年的《武BOT》 机器人在春晚"舞"出新高度！ ...

从腾空而起的后空翻，到招式凌厉的舞剑，2026年除夕，宇树机器人在万众瞩目下以一整套行云流水的高难度功夫动作惊艳亮 相。 去年宇树机器人在央视春晚扭秧歌火出圈后，宇树迎来了新一轮的资本热涌和估值提升。2025年6月，公司完成C轮融资交割， 由中国移动旗下基金、腾讯、阿里、蚂蚁、吉利等产业资本联合领投，投后估值达120亿元，较B轮约十亿元的估值实现十倍增 长。2025年11月中旬，宇树科技已完成IPO辅导工作。宇树的估值暴涨与资本涌入，印证了春晚这个"超级路演场"的强大信用背 书与资本催化能力。 春晚超级路演场 作为超级流量入口，春晚机器人大比拼背后，是资本市场观察产业趋势的重要风向标。 今年登上春晚舞台的四家机器人企业都处在资本化的关键节点。分析四家企业的股权结构可以发现，他们已经完成多轮融资、 正处在从技术验证走向产业化的阶段性企业。 三届春晚"元老"宇树科技，早在2021年春晚后就启动A、B轮融资，吸引了包括中国互联网投资基金、深创投、顺为资本在内的 机构参与。 而就在去年春晚，它们因扭秧歌而红遍全国，短短一年，这些钢铁之躯竟已化身真正的"武林高手"，与人类共同演绎一场跨越 物种的人机共舞武林梦。 除了宇 ...