评论区中，网友表示："这个时候怎么没人怀疑是真人？" 有网友表示，"就这？去看看众擎T800。" 凤凰网科技讯 12月3日，特斯拉CEO马斯克在社交平台X转发特斯拉擎天柱团队发布的一段"擎天柱"人 形机器人跑步短视频。该团队配文称：刚在实验室刷新了个人纪录。 据了解，近日，小鹏汽车董事长何小鹏在"X9超级增程技术发布会"现场，以剪开机器人腿部覆盖件的 方式，公开回应了"机器人藏真人"的质疑。随后，马斯克在X平台点赞了相关视频，引发全球科技界对 中国人形机器人技术进展的广泛讨论。何小鹏现场坦言："此前我们从未在通电状态下剪开过'皮肤和肌 肉'，但今天必须用最直接的方式证明——IRON是真正的机器人。" 值得一提的是，12月2日，众擎公司正式发布全尺寸人形机器人T800，起售价为18万元。实拍视频显 示，T800能实现空中回旋踢，还能连续多次回旋踢，一脚踹烂门。 对此，小鹏汽车副总裁"托马斯点火车"发文回应，"大家的评论确实对小鹏机器人团队是个巨大的鼓 励，他们从科技日以后已经谢绝了几乎所有的外部拜访，全心继续投入研发，为2026年机器人的量产做 准备。明年将是小鹏科技研发成果不断亮相的大年。" ...

从清华大学获悉，近日，清华大学具身智能与机器人研究院正式成立。清华大学自动化系主任张涛任具 身智能与机器人研究院院长。清华具身智能与机器人研究院挂靠科研院，自动化系、机械系、电子系、 计算机系共同建设。研究院将集中校内外优势团队开展协同攻关，重点突破"强健本体+智慧大脑"全栈 技术的"0到1"原始创新。同时依托北京市产业生态资源，构建"技术研发-中试验证-场景应用"全链条转 化枢纽，加速技术成果落地。 ...

Core Viewpoint - The surge of humanoid robots is becoming a focal point for capital in the Hong Kong stock market, with numerous companies in the robotics industry racing to list on the exchange [1] Group 1: Market Activity - Udi Robotics has received approval for its IPO on the Hong Kong Stock Exchange, planning to issue up to 73.6 million shares [1] - Several companies, including Sanhua Intelligent Control and Junsheng Electronics, have successfully listed on the Hong Kong Stock Exchange this year, raising significant capital [1][2] - The listing trend is driven by the success of leading companies, with many others, including Top Group and Yujia Technology, also planning to go public [1][3] Group 2: Performance of Listed Companies - Sanhua Intelligent Control's IPO was highly successful, with an oversubscription rate of 747 times and actual fundraising amounting to 10.7 billion HKD, making it one of the top IPOs of the year [2] - Junsheng Electronics also triggered the "green shoe" mechanism during its IPO, raising approximately 3.4 billion HKD [3] - Companies like Geek+ and Cloudwise Technology have shown strong market performance post-IPO, with Geek+ maintaining a market cap around 30 billion HKD and Cloudwise's stock price rising significantly [5] Group 3: Future Prospects and Challenges - The Hong Kong market is becoming a popular choice for robotics companies due to its international valuation system and flexible financing mechanisms [7] - However, the industry faces challenges such as the need for commercialization and fluctuating global market expectations, which may limit the window for high valuations during IPOs [7][9] - The complexity of valuation logic in the Hong Kong market, influenced by diverse global investors, can lead to significant price volatility for newly listed companies [8]

这项工作由伊利诺伊大学香槟分校 (UIUC)、哈佛大学、哥伦比亚大学和麻省理工学院 (MIT) 的合作完成 。 我们的解决方案：组合策略 (Compositional Policies) 为什么特征拼接 (Feature Concatenation)会在机器人感知和决策中失效？ 想象一下，你在黑漆漆的背包里找钥匙。你的眼睛此时毫无用处，全靠指尖的触觉，这对你来说轻而易举 ，但在机器人领域，这却是一个非常困难的问题。 残酷的真相： 目前的机器人学习主流的多传感器融合的算法（Feature Concatenation）在处理这种任务时彻底失败了。我们的实验数据显示，当你给机器人加上触 觉数据试图让它更聪明时，它的抓取成功率竟然从 35% 暴跌至 5%！为什么？ 因为传统的方法把偶尔出现的关键触觉信号当作了 "噪音" 直接过滤掉了。 当前方法的局限性 目前的多模态机器人学习方法通常使用 特征拼接 (Feature Concatenation) ：提取所有传感器的嵌入 (embeddings)，将其拼接成一个大向量，然后输入到一个单一 的神经网络策 略中 。 论文标题： Multi-Modal Manipulatio ...

Group 1 - "Anywit Robotics" has completed a Pre-A round financing of several tens of millions, with investments from industry capital including Didi's strategic investment [1] - The funds will be primarily used for the improvement of standardized facial expression products and the upgrade of emotional interaction models [1] - The company was founded in December 2023 and aims to create multi-modal interactive robots with "vitality" [3] Group 2 - "Anywit Robotics" has launched a humanoid robot with a high degree of freedom in facial components, totaling 34 degrees of freedom, enabling human-like interactions such as eye contact and synchronized voice lip movements [3] - The facial interaction components are equipped with multi-modal large models and self-developed emotional generation small models, allowing for emotional interaction experiences with human users [3] - The company is pushing for commercialization, with applications in education, marketing, and entertainment [4][5] Group 3 - The company has begun delivering educational robots and has established standardized products, enabling the integration of robot teachers into elementary school classrooms [5] - The CEO believes that innovation in interaction modes is the core driver for product penetration, similar to the impact of graphical interfaces and touchscreens in their respective domains [5] - The company anticipates significant growth in standardized facial component shipments by 2026 [5] Group 4 - The core team of "Anywit Robotics" consists of graduates from the University of Science and Technology of China, with nearly 10 years of experience in human-robot emotional interaction research [6] - The investment firm Yunxiu Capital highlights that the embodied intelligence sector is entering a rapid development phase, with significant potential for mature facial expression interaction technology [6] - The company has developed an industry-leading full-stack robot expression solution and is making progress in product exploration [6]

December 2, 2025 09:00 PM GMT Humanoids | Asia Pacific China Humanoids Survey: High Willingness to Adopt Meets Premature Products M This is our first AlphaWise survey with C-suites across various industries in China. In this report, we share the key findings, which are interesting and in some cases surprising to us. Key Takeaways Data Analyst Mavis.Ng@morganstanley.com +852 2239-7840 Tim Hsiao Equity Analyst Tim.Hsiao@morganstanley.com +852 2848-1982 Carlos Chai Research Associate Carlos.Chai@morganstanley. ...

今年8月，公司刚完成亿元级天使++轮融资，由招商局创投领投，东方嘉富、架桥资本跟投；去年11月，公司还连续完成了两轮亿元级人民币的天使+轮融 资，由金鼎资本、国中资本、联想创投以及头部银行系投资机构联合投资。 来源：猎云网 近日，戴盟机器人完成新一轮战略融资，由中国移动链长基金投资。本次融资将加速企业在前沿技术突破、新品研发及量产、VTLA模型建设、团队扩建及 全球市场开拓方面的布局，进一步巩固戴盟机器人在具身智能触觉感知及灵巧操作领域的全球领先地位。 也就是说，其背后股东阵容涵盖了上市公司产业背景、国资背景、头部CVC以及知名财务投资机构。 公开信息显示，戴盟机器人于2023年8月正式运营，总部位于中国深圳，在香港和美国波士顿设立了研发办公室。 戴盟机器人孵化于拥有"机器人科创黄埔军校"美誉的香港科技大学，团队成员均来自国内外知名学府和科研机构。公司集结了触觉传感器、多指灵巧手拓扑 优化设计、端到端模仿学习算法等领域的世界级顶尖专家，具备从技术研发到全球推广的全流程管理经验。 公司致力于研发高分辨率多模态触觉感知、触觉灵巧手软硬件产品及"以人为中心"的穿戴式遥操作数据采集系统，并通过深度融合通用人工智能和机 ...

Teradyne Conference Call Summary Company Overview - **Company**: Teradyne (NasdaqGS:TER) - **Industry**: Semiconductor Testing Equipment Key Points Macro Perspective on Semiconductor Testing - The semiconductor test market is projected to be $6-$6.5 billion for the year, which is considered low compared to the growth in semiconductor revenues [3][5] - Committed data center capacity is expected to drive significant silicon growth in the coming years, particularly in 2027 and 2028 [4][5] - The complexity of silicon is increasing rapidly in data centers, leading to higher spending on testing due to immature processes [6] Competitive Landscape - Teradyne operates in a duopoly with Advantest, with historical advantages favoring competitors due to their exposure to memory and compute markets [7][9] - Supply chain resilience is becoming increasingly important for data center customers, which may benefit Teradyne as customers seek alternatives [9][10] Custom ASIC Procurement Changes - The decision-making power in custom ASIC procurement is shifting towards hyperscalers, who are making significant investments in data centers [12][13] - Hyperscalers are diversifying their supplier base to ensure capacity and reliability [14][15] GPU Opportunity - Teradyne is in the qualification phase for a major GPU customer, with expectations of incremental capacity gains once qualified [19][21] - The company anticipates that qualification will lead to more projects and increased volume in the future [21] Mobile Market Outlook - The mobile ecosystem is expected to see increased complexity due to advancements in process technology and memory packaging [25][26] - The impact of new technologies on unit volume remains uncertain, particularly regarding market share in China [28] Robotics and Cobots - Teradyne is building a manufacturing facility in the U.S. to support a major customer in the e-commerce space, reflecting a trend towards reshoring [30][31] - The automation of existing processes in distribution centers is expected to grow incrementally from 2026 onwards [32] Memory Market Dynamics - Teradyne has gained significant share in HBM performance testing at the wafer level, moving from 0% to approximately 50% share [44] - The memory market is expected to grow, particularly in HBM and DRAM, with potential upside in flash memory depending on market demand [46] Financial Model and Market Uncertainty - Teradyne is facing challenges in predicting revenue due to lumpiness in demand and reliance on a few key customers [48][49] - The company plans to provide a refined financial model in January, focusing on aggregate growth rates and inherent market uncertainties [47] Technoprobe Partnership - The partnership with Technoprobe is expected to enhance Teradyne's capabilities in HBM performance testing and hybrid bonding [50][51] - Benefits from this partnership are anticipated to materialize in 2026 [51] Q4 and Future Outlook - Confidence in a strong Q4 performance is noted, with expectations that this strength will carry into Q1 of the following year [52][53] - The demand landscape is expected to be different from historical patterns, with significant variability anticipated [53] Conclusion Teradyne is positioned to capitalize on growth opportunities in the semiconductor testing market, particularly in data centers, mobile technology, and robotics. The company is navigating a competitive landscape while adapting to changes in customer procurement strategies and market dynamics. The outlook for 2026 appears positive, although uncertainties remain regarding demand fluctuations and market conditions.

【市场复盘】 本周二 (12月2日)，科创人工智能ETF华夏(589010) 跟随板块震荡调整，收跌1.68%，报1.346元。持仓股 方面分化显著，中科星图、晶晨股份逆势飘红，展现出个股韧性；芯原股份、寒武纪等权重股虽有回 调，但跌幅可控。值得关注的是，该ETF近期资金面表现强劲，昨日单日"吸金"近2亿元，近3个交易日 内合计净流入超3亿元，资金逆势大幅加仓迹象明显，叠加今日8.77%的高换手率，显示出市场资金正 利用调整机会积极进行筹码置换与布局。机器人ETF(562500) 下跌1.46%，日内呈现震荡整固走势，回 调或打开了相对舒适的配置窗口。持仓股方面，板块内部个股分化，海目星逆势领涨，中信重工、石头 科技等维持红盘；固高科技领跌超6%，拓斯达、云天励飞跌幅超3%。行情调整并未冷却市场热情，全 天成交额突破8.12亿元，交投维持高位。 1. 优必选宣布，近期与卓世科技在深圳正式签署战略合作框架协议。双方合作将聚焦"行业模型+具身 智能"核心方向，共同推动行业大模型+人形机器人在多个领域的解决方案落地，双方计划在未来5年内 达成1万台机器人部署及联合拓展数十亿商业化订单落地，据称在业内尚属首次。 2. ...

2025年 -2026年 的中国机器人产业正处在一个奇妙的分水岭。 一批企业已成功登陆资本市场，另一批则站在 IPO的门槛前； 人形机器人与具身智能 技术突破的捷报频传， 商业落地的挑战却依然严峻 ； 发改委规范行业的风已经吹起， "十五五"计划制定在即。 在这样的关键时刻，行业信息的价值不再均等，高质量的战略洞见正在变得稀缺而昂贵。 立德机器人平台在第六届行业年会上，精心组织了 "行业领军企业家论坛"、"具身智能时代变革论坛"两大主 题论坛，让行业见证中国机器人领军企业力量，点亮具身智能时代变革新星。 ▍ 领军演讲 ， 在技术迷雾中锚定产业坐标 "行业领军企业家论坛" 上，你将听到创始人分享他们 如何 定义新 赛道 、 做好老业务。 演讲的核心价值， 将 在于为行业绘制一份动态的战略地图。 这份地图 不仅仅正 标记出哪些是已知的安全区，哪些是正在探索 的前沿地带，哪些可能是致命的认知陷阱。 尤其 当整个行业都在追逐下一个技术热点时，领军企业分享的 恰恰都 是如何平衡长期技术储备与短期产品交付的经验 。 目前，一大批先期创业的机器人企业正处于业务收获期。 但 当一家拟上市公司站在 IPO审查的门前，它需要 向 ...