Core Insights - The third batch of full-size industrial humanoid robots, ATOM, has officially commenced mass production and delivery, marking a significant milestone for the company as robots are deployed globally for operational tasks [1][3] - This mass production serves as a "real-world test" to evaluate the maturity of technology, reliability of products, and adaptability to actual industrial needs, distinguishing between "laboratory concepts" and "industrial products" [1][3] Group 1 - The difficulty of achieving large-scale production of full-size humanoid robots is significantly greater than that of developing individual prototypes [3] - The company has leveraged its experience from deploying over 100,000 collaborative robots globally, integrating practical manufacturing principles into the entire production process of ATOM [3] - ATOM's "brain" is based on the self-developed DOBOT-VLA model, which eliminates the need for complex programming by utilizing end-to-end technology to integrate vision, language, and actions [3] Group 2 - An example of ATOM's capabilities includes its operation at a cinema in Nanshan District, where it successfully made popcorn for 14 hours a day, demonstrating its ability to understand vague verbal instructions and correct minor operational deviations [3] - The delivery of this batch of robots represents a crucial development point for the company, allowing embodied intelligent robots to become more integrated into global industrial production [3] - The company plans to continue evolving its robots to be more stable and efficient, advancing the practice of "artificial intelligence+" and collaborating with industry partners to enhance the value created by embodied intelligence in various scenarios [3]

值此产业跃迁的关键节点， 第三届 LeadeRobot 具身智能与人形机器人行业评选 已于2026年2月3日正式启 幕，申报通道全面开启！这不仅是一场聚焦产业核心力量的权威评选，更是一次见证中国具身智能产业崛起 的巅峰盛会，邀您共同书写行业发展的全新篇章。 " 竞逐具身人形万亿赛道·重塑未来产业新纪元。 当具身智能从技术概念深度融入千行百业，当人形机器人加速从实验室走向量产线，一场关乎未来产业格局 的深刻变革正在全球范围内上演。2025年，具身智能首次被写入中国政府工作报告，正式成为国家培育新质 生产力的核心赛道。这一举措不仅为产业发展注入了政策强心剂，更标志着中国具身智能产业迈入了从 "技 术突破" 到 "生态爆发" 的关键转折期。 在这一年，中国具身智能企业展现出强劲的发展势头，加速实现从"跟跑" 向"并跑"乃至"领跑"的跨越。据权 威机构预测，到 2030 年，中国具身智能市场规模将突破千亿元，占全球市场份额的 44.6%，产业发展的黄 金十年已然到来。在这场技术与商业的竞速赛中， 谁是支撑产业高质量发展的中流砥柱？谁是引领技术突破 的先锋力量？谁是定义未来产业格局的关键人物？ 01. 三大重磅榜单揭晓 ...

2月6日早盘，市场下探后持续回暖，深成指、沪指接连翻红，机器人板块异动走强。截至10:48， 国证机器人产业指数上涨2%，成分股中，天智航-U涨超11%，震裕科技涨超6%，拓普集团、绿的谐波 等涨超5%，机器人ETF易方达（159530）盘中净申购达5000万份。 中央广播电视总台近日宣布，2026年春节联欢晚会将继续致力于文化和科技融合创新实践，打造一 桌科技感十足的"文化年夜饭"，具身机器人将再次登台，"舞"出新高度。今年春晚的创意融合节目从传 统文化中汲取灵感，将舞蹈、戏曲、歌咏等表演形式融入情景化演绎，借助人工智能生成影像与实景舞 台扩展技术，打造视效奇观。 长城证券表示，2026年是机器人量产爬坡的关键节点，同时叠加国内机器人头部企业逐步实现从0 到1的突破，有望形成海内外相关产业的加速共振，持续看好机器人产业链投资机会，关注价值量较高 的丝杠、电子皮肤等环节以及具备较高成长性的机器人大脑等方向。 每日经济新闻 （责任编辑：董萍萍 ） 【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 ...

截至今日10点22分，机器人ETF（562500）低开震荡随后拉升翻红，盘面回弹意愿明确，最新价报 1.049元，较开盘价上涨0.383%。持仓层面，该ETF跟踪的66只成分股虽跌势仍占主导，但核心标的逆 势拉升，54只个股走跌，云天励飞、中信重工、天准科技等跌幅居前，形成局部抛压；但瑞松科技大涨 超14%强势领涨，成为盘面核心拉升动力，有效对冲下跌压力，助力指数翻红。流动性方面，该ETF成 交额达3.22亿元，换手率1.33%，资金交投节奏平稳，成交活跃度维持适中水平，场内做多资金逐步释 放。 消息方面，据IT之家报道，新石器无人车关联公司新石器慧通（北京）科技有限公司完成工商变 更，广西腾讯创业投资有限公司等成为其新增股东。该公司成立于2018年，主营智能机器人研发销售、 人工智能软硬件开发等业务，目前聚焦于L4级无人驾驶在物流尤其是城市配送场景的应用。其中在青 岛，公司与滴滴送货合作，截至2025年12月已投放超1200台无人车，覆盖批发市场、商超、社区便利店 等场景，且预计2026年底当地无人配送车投放量将增至3000辆。 银河证券指出，具身机器人行业未来市场空间广大，产业链进展不断，海内外共振向上。 ...

Investment Rating - The report does not explicitly provide an investment rating for the Physical AI industry Core Insights - The convergence of AI and robotics, termed Physical AI, is seen as a potential breakthrough akin to previous technological revolutions, with significant market growth anticipated, particularly in humanoid robotics, projected to reach $5 trillion by 2050 [3][12][49] - The industry faces challenges including technology and economic barriers, with a lack of standardization in the robotics supply chain hindering scalability and innovation [4][14][21] - Policymaker interest in Physical AI is driven by economic, social, and national security factors, particularly in addressing labor shortages and enhancing operational efficiency in various sectors [12][14] Summary by Sections Introduction - Physical AI enables autonomous machines to learn and interact with their environment, with current focus on humanoid, industrial, and autonomous mobile robots [8][10] AI-Robotics Supply Chain - The report outlines the hardware and software supply chains essential for Physical AI, highlighting the need for breakthroughs in both areas to support the convergence of AI and robotics [5][16] Robotics Hardware Supply Chain - The hardware supply chain is characterized by a lack of standardization, which limits economies of scale and innovation among component suppliers [21][64] - Key components include structural systems, actuation systems, power systems, computing systems, and sensor systems, each with specific requirements and challenges [19][22] Robotics Software Supply Chain - Advances in AI, including large language models and reinforcement learning, are enhancing how robots are trained and how they learn from their environments [27][28] - The software ecosystem is critical for enabling robots to understand and interact with the physical world effectively [34][60] Competitiveness Assessment - The report assesses global competitiveness in AI-robotics convergence, noting that while China leads in research output, the U.S. excels in highly cited work and investment [37][42] - U.S. firms dominate in investment and patenting activities, particularly in specific sub-markets of robotics [44][43] Market Analysis - The global AI-robotics market is projected to grow significantly, with estimates suggesting it could exceed $100 billion in the next decade [49][50] - The market for humanoid robots is expected to grow from $6 billion today to $38 billion by 2035, with substantial investment directed towards warehouse robotics [48][49]

转自：贵州日报 连日来，位于贵阳市观山湖区的全球机器人6S贵州首店迎来寒假研学热潮，在专业人员指导下，孩子们通过 沉浸式场景体验、科普讲座，与AI机器人、机器狗互动，近距离感受人工智能的魅力。图为2月4日，孩子们 正专注体验脑控赛车挑战赛。 贵州日报天眼新闻记者 张丽 摄 ...

New York, New York--(Newsfile Corp. - February 5, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, announces it has filed a class action lawsuit on behalf of purchasers of securities of Richtech Robotics Inc. (NASDAQ: RR) between January 27, 2026 and 12:00 PM ET on January 29, 2026, both dates inclusive (the "Class Period"). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than April 3, 2026 in the securities class action ...

LAS VEGAS--(BUSINESS WIRE)--Please replace the release dated Feb. 4, 2026 with the following corrected version due to revisions to the first subheadline. It should read: Three robotic products, FF Futurist, FF Master, and FX Aegis, start sales and pre-order collection on the same day, with the first batch of deliveries planned for the end of February. The Mobile Manipulator Robot Series is planned to be launched in the second quarter. The updated release reads: FARADAY FUTURE LAUNCHES THREE SER. ...

Core Viewpoint - Teradyne has significantly benefited from the surge in AI demand, leading to remarkable growth in its semiconductor testing and robotics businesses, positioning the company favorably within the AI supply chain [2][4][3]. Financial Performance - Teradyne reported a 44% year-over-year revenue increase to $1.08 billion, surpassing Wall Street's estimate of $975.6 million [7]. - Adjusted earnings per share reached $1.80, reflecting an 89.4% increase from the previous year and exceeding expectations by 32.4% [7]. - The semiconductor test division generated $883 million in revenue, marking a 57.4% year-over-year increase [8]. Business Segments - The Product Test segment reported $110 million in revenue, up 17% year-over-year [9]. - Robotics sales totaled $89 million, showing improvement from $75 million in the previous quarter, although down from $98 million a year ago [9]. - CEO Greg Smith noted overall growth across all business groups, with a 13% growth expected in 2025 [10]. AI Demand Impact - AI accounted for over 60% of Teradyne's fourth-quarter revenue, with expectations to rise above 70% in the next quarter [11]. - The company anticipates continued year-over-year growth across all business segments in 2026, driven by AI momentum [10]. Market Position and Analyst Sentiment - Teradyne's market capitalization is approximately $42.1 billion, with shares up 142.35% over the past year, significantly outperforming the S&P 500 Index [5]. - Stifel raised its price target for Teradyne to $325 from $280, indicating strong analyst confidence in the company's future performance [12]. - The consensus rating for Teradyne remains a "Moderate Buy," with 10 out of 17 analysts recommending a "Strong Buy" [14].

Core Viewpoint - A class action lawsuit has been filed against Richtech Robotics Inc. for allegedly misleading investors regarding its partnership with Microsoft, leading to significant stock price declines [1][3]. Company Overview - Richtech Robotics Inc. is headquartered in Las Vegas, Nevada, and specializes in AI-driven robotic solutions, particularly for the restaurant and hospitality industries [2]. Legal Allegations - The lawsuit claims that Richtech falsely represented its relationship with Microsoft as a "hands-on collaboration" and "joint engineering effort" during the class period from January 27 to January 29, 2026 [3]. - The truth about the nature of the relationship was revealed on January 29, 2026, when an article stated that Microsoft characterized the engagement as a "standard" customer program with "no commercial element" [3]. Stock Price Impact - Following the revelation, Richtech's stock price fell from $5.08 per share on January 28 to $4.02 per share on January 29, and further down to $3.58 per share on January 30, marking a total decline of nearly 30% [3].