Core Viewpoint - A class action lawsuit has been filed against Richtech Robotics Inc. (RR) for securities fraud, following misleading statements regarding a collaboration with Microsoft that led to significant stock price fluctuations [1][1][1] Summary by Relevant Sections Company Overview - Richtech Robotics Inc. (RR) is involved in the development of robotic systems and recently announced a collaboration with Microsoft's AI Co-Innovation Labs [1][1] Stock Price Movement - On January 27, 2026, Richtech's stock price surged by 44.6% after the announcement of the collaboration with Microsoft [1][1] - However, on January 29, 2026, the stock price dropped by $1.06, or 20.9%, closing at $4.02 per share after a report indicated that the collaboration was merely a standard customer program without commercial elements [1][1] Allegations in the Lawsuit - The lawsuit claims that Richtech made materially false and misleading statements about its business and operations, specifically regarding the nature of its relationship with Microsoft [1][1] - It is alleged that Richtech misrepresented the collaboration as having commercial significance when it did not, leading to misleading positive statements about the company's prospects [1][1]

以下文章来源于泽平宏观商学 ，作者泽平宏观商学 泽平宏观商学 . 前沿科技企业实战研学 读万卷书行万里路 企业简介 追更生态 全场景高端智能生态,重新定义现代生活 追觅科技成立于2017年,是以高速数字马 达、智能算法、运动控制技术为核心的全球高端 科技品牌。其始终坚信"核心技术是一切的根本", 重视技术研发与创新。截至2025年12月,全球累 计申请专利超8000件,累计获得授权专利超 3000件。追觅科技旗下产品覆盖清洁、个护、厨 电等多元场景的高端智能产品矩阵，已成为智能 清洁领域的全球领导品牌。 魔法原子 聚焦机器人全栈自研,推动具身智能落地 魔法原子成立于2024年,是国内少数具备通 破桂 世 世 J7\///000 ヘエツイロリアム リアベリア ■ リア 超90%。不同于实验室构想,它坚持以商业化落 地为导向,发起"千景共创计划",在工厂、商业等 真实场景中锤炼机器人,解决"有用、好用、有人 用"的问题，加速技术转化为新质生产力。 灵猴机器人 视觉感知和运动控制技术,叩开自主创新大门 灵猴机器人成立于2015年,是智能制造领域 的核心零部件供应商。其自主研发机器视觉、直 驱电机、工业机器人等核心产 ...

Core Insights - Symbotic Inc. achieved a score of 100 in the Human Rights Campaign Foundation's 2026 Corporate Equality Index, recognizing its commitment to LGBTQ+ workplace equality [1][2] - The company is among 534 U.S. companies receiving the Equality 100 Award for 2026, demonstrating consistency in advancing workplace inclusion [1][2] Company Commitment to Diversity - The achievement reflects Symbotic's commitment to diversity and inclusion, which is considered essential for innovation in robotics [3] - Symbotic believes that diverse perspectives and equitable practices are critical for building resilient technology and addressing global challenges [3] Workplace Environment - The Chief Human Resources Officer emphasized the importance of creating a workplace where top talent feels valued and empowered [4] - The 2026 CEI report indicates progress among U.S.-based employers, with rated companies providing workplace protections to over 22 million workers [4] Company Overview - Symbotic is a leader in automation technology, focusing on reimagining the supply chain with its A.I.-powered robotic and software platform [5] - The company aims to transform warehouses into strategic assets for major retail, wholesale, and food & beverage companies, enhancing speed, agility, accuracy, and efficiency in distribution [5]

Investment Highlights - The SW auto parts index increased by 0.34% this week, ranking 4th among SW automotive sectors, with a year-to-date increase of 3.20% [3][14] - The latest PE (TTM) for SW auto parts is at the 83.10% historical percentile, while the PB (LF) is at the 77.55% historical percentile [3][35] - The Wande robot index decreased by 0.21% this week, with a year-to-date increase of 0.27%, underperforming the SW auto parts sector by 0.55% [4][14] - The latest PE (TTM) for the Wande robot index is at the 67.47% historical percentile, and the PB (LF) is at the 77.11% historical percentile [4][44] Key Stock Movements - The top five gainers this week are: - Yinchuan Co., Ltd. +17.13% - Xingyu Co., Ltd. +8.65% - Daimai Co., Ltd. +6.67% - Yap Co., Ltd. +3.71% - Ruima Precision +2.74% [6][51] Major Events - On February 4, Elon Musk publicly praised Optimus again - On February 8, Zhiyuan will host the world's first large-scale robot gala [7][45] Core Coverage Changes - Xinquan announced a $100 million investment in Bayern Xinquan and the establishment of subsidiaries in Malaysia and Kaifeng - Precision Forging Technology established a subsidiary in Germany [8][54] Investment Recommendations - For auto parts, focus on structural opportunities by selecting product-oriented companies and those entering high-value sectors to increase ASP, with a priority on potential leading companies in Europe, North America, and Southeast Asia [9][56] - For robots, seek certainty in opportunities, with Musk stating that Optimus V3 is expected to be released in Q1 2026, and monitor the order timeline and application deployment by domestic companies like Xiaopeng, Yushu, and Zhiyuan [9][56]

Core Viewpoint - The humanoid robot industry is shifting focus from entertainment to practical applications, with a significant increase in production expected in the coming years, driven by the need for robots to demonstrate real-world value rather than just perform on stage [1][3][4]. Industry Trends - The humanoid robot market is projected to see a shipment increase of over 650% in 2025, reaching approximately 18,000 units, and is expected to rise to 62,500 units in 2026 [3]. - The industry is moving past a phase of "wild growth," where mere performance was sufficient for sales, to a more mature phase where practical applications and real-world scenarios are essential for success [4][14]. Technology Development - Three main technical routes are emerging in the humanoid robot sector: VLA (Visual Language Action) model, world model, and layered decision-making with hardware-software collaboration, each with distinct advantages and challenges [7][9][10]. - The VLA model aims for general intelligence, relying on vast data for training, while the world model focuses on simulating physical environments to predict actions [9][10]. - The layered decision-making approach breaks down complex tasks into manageable components, enhancing reliability and efficiency in real-world applications [9][10]. Market Demand - There is a growing demand for robots that can operate in specific scenarios, such as factories and logistics, where they can perform tasks like assembly and packaging, thus providing tangible economic value [13][14]. - Users are increasingly looking for robots that can reduce production costs and alleviate humans from repetitive or hazardous tasks, indicating a shift towards practical applications [13][14]. Investment Focus - Investors are prioritizing companies that can demonstrate viable application scenarios and tangible products, moving away from those that lack a clear path to market [4][5]. - The consensus among investors is that companies must integrate their technology with real-world applications to avoid being sidelined in a competitive landscape [4][5]. Future Outlook - The next 3 to 5 years are critical for the practical deployment of humanoid robots, with expectations that they will increasingly complement human labor rather than replace it [13][19]. - The industry is expected to see rapid technological advancements, with a focus on improving the stability and reliability of robots in various operational environments [18][19].

在2025年央视"春晚"舞台上，当宇树科技研发的人形机器人身着大红棉袄，扭起秧歌，全球为之沸腾。 2026年央视"春晚"舞台上的焦点之一将仍然是人形机器人。 在2025年"春晚"舞台上，宇树科技研发的机器人穿着大红袄扭秧歌，带动了人形机器人行业的热度。在 此背景下，有报告指出，2025年国内人形机器人出货量预计激增650%以上。 如今，只会跳舞的人形机器人，还能得到投资人和行业认可吗？近期，《每日经济新闻》记者对话人形 机器人投资者、人形机器人核心产品负责人等。他们认为，当前行业重心已放在场景落地。"只会跳舞 的卖不动了，得有真实场景才能活。"一投资者坦言，那种仅靠三五个人、十来个人就拼凑起来的公 司，张口就要估值、要融资，这类公司他们根本不碰。 从"刷屏表演者"向"实干劳动者"转型，机器人的技术能力能否支撑这一跨越？受访者在交流中并未强调 更细分的人形，而是讨论整个智能机器人。 机器人三条技术路线竞速已进入白热化。Figure AI（美国人形机器人初创公司）、智元的"通用智 能"VLA（视觉语言动作）模型能否应对工厂流水线？特斯拉推崇的"世界模型"如何靠仿真数据降低成 本？波士顿动力式的分层决策怎样保障机器 ...

Core Insights - Crypto venture capital funds are facing an identity crisis due to declining digital asset prices and market consolidations, revealing the industry's fragility in building sustainable businesses [1][2] - Retail traders are moving away from digital art and memecoins, with token prices crashing significantly, prompting crypto VCs to adopt a more traditional startup approach focused on product-market fit and long-term user retention [2][3] Market Performance - Bitcoin's price has dropped nearly 50% from its record high in October, while smaller altcoins have seen declines of up to 70% year over year, indicating a significant downturn in retail demand for cryptocurrencies [3] - Despite a crypto-friendly regulatory environment, the demand that previously fueled venture capital investments in tokens has diminished [3] Investment Shifts - Crypto-native funds are shifting their focus towards more stable areas such as stablecoin infrastructure and on-chain prediction markets, while also exploring adjacent sectors like fintech and AI [4][6] - Prominent crypto investment firms are pivoting towards deep tech investments, including robotics, as the focus moves away from traditional crypto sectors like NFTs and gaming [6] Fundraising Landscape - In 2025, venture firms invested $18.9 billion into crypto startups, a figure that, while substantial, is below the speculative highs of 2021 and 2022, and highlights a concentration of capital in a few major deals [7] - Nearly a third of the total VC investment in 2025 was allocated to just four deals, indicating a trend towards concentrated capital deployment in the crypto sector [7]

Core Viewpoint - The event "Robot Wonderful Night," hosted by Zhiyuan AGIBOT, marks a significant milestone in the robotics industry, showcasing the advanced capabilities of Chinese robotics technology through a large-scale performance featuring over 200 robots [1][7]. Group 1: Event Highlights - The event featured 12 high-level performances, including dance, skits, magic, and martial arts, demonstrating the transition from robots performing single tasks to managing an entire show [1][3]. - Innovations such as the world's first robot skit, magic act, and human-robot waltz were presented, highlighting breakthroughs in complex motion control, high-precision group coordination, and initial emotional expression [1][5]. - The opening dance "Dance Power" showcased 24 Lingxi X2 robots executing movements with zero deviation, enhancing audience perceptions of robotic capabilities [1]. Group 2: Cultural and Emotional Aspects - The event included a sign language translation robot, providing barrier-free viewing services for the hearing-impaired, and featured a nostalgic performance that connected with past cultural moments [5]. - The "Cute Pet Mecha Party Show" involved quadruped robots embodying animals, creating a warm scene of human-robot coexistence [5]. - The closing performance symbolized the transition of the Chinese robotics industry towards intelligent manufacturing, encapsulating the essence of the event [5]. Group 3: Industry Implications - "Robot Wonderful Night" is viewed as a key practice in Zhiyuan's efforts to promote the scene-based, practical, and popular application of robotics technology [7]. - The event's unique "robots-only" audience section symbolically indicates that robots have their own cultural events, reflecting the evolution of Chinese robotics from laboratory research to public cultural life [7]. - The underlying logic of the Chinese robotics industry emphasizes not only overcoming core technologies but also creating a cultural identity for Chinese robotics on the global stage [8].

Core Insights - Nauticus Robotics, Inc. has announced a strategic investment agreement of up to $50 million with Master Investment Group to establish a manufacturing and offshore services hub in the UAE [1][5] - The initial investment tranche of $3 million will support the startup activities of Nauticus' UAE business unit, with additional capital available for further expansion [1][5] Group 1: Investment and Expansion Plans - The agreement aims to create a dedicated manufacturing, sales, and offshore services business unit in the UAE, with initial facility sites under evaluation [2] - Master Investment Group will fund facility development, workforce localization, and initial manufacturing capabilities, positioning the operation as a regional center for advanced subsea robotics [2][5] Group 2: Operational Readiness and Local Engagement - Nauticus has initiated the formation of a local legal entity in the UAE and identified a potential site for the planned facility to accelerate mobilization and operational readiness [3] - Master Investment Group will assist Nauticus in securing an initial Aquanaut deployment contract in the region, leveraging local relationships for early commercial adoption [3] Group 3: Strategic Goals and Job Creation - The collaboration supports Nauticus' strategy to scale manufacturing, expand international market access, and accelerate revenue-generating offshore services [5] - The partnership aims to create local jobs, share technology, and align with national industrial strategies in the UAE [6] Group 4: Management Commentary - Sheikh Abdulla Al Qassimi, Managing Director of Master Investment Group, emphasized the commitment to establishing advanced robotics capabilities in the UAE and the long-term potential of the collaboration for local talent and sustainable industrial infrastructure [7] - John Gibson, President and CEO of Nauticus Robotics, highlighted that the investment represents a significant step in the company's global growth strategy, allowing for accelerated deployment and reduced delivery timelines [8] Group 5: Transaction Status - The proposed transaction is subject to required third-party and governmental approvals, with initial operational capability anticipated in 2026 [8]

Hong Kong, Feb. 09, 2026 (GLOBE NEWSWIRE) -- Mint Incorporation Limited (“Mint” or the “Group”, NASDAQ: MIMI), a Hong Kong-based company with a new strategic focus on artificial intelligence (AI) and robotics, and an established business interior design and fit-out works provider, today announced that its wholly-owned subsidiary, Aspiration X Limited (“Aspiration X”), has signed a non-binding Memorandum of Understanding (“MOU”) to explore the formation of a strategic joint venture with a renowned deliv ...