Core Insights - Fitell Corporation has appointed Jack Zeng as the Head of Technology for its robotics subsidiary, 2F Robotics Pty Ltd, indicating a strategic focus on enhancing its robotics and AI initiatives [1][3][4] Group 1: Leadership Appointment - Jack Zeng brings extensive experience in technology ventures, data analytics, and intelligent agent solutions, having worked with Fortune 500 companies across Asia [2] - In his new role, Zeng will lead Fitell's global market strategy, focusing on product commercialization and strategic partnerships, reporting directly to CEO Sam Lu [3] Group 2: Company Overview - Fitell Corporation operates through its subsidiary GD Wellness Pty Ltd, which is an online retailer of gym and fitness equipment, and 2F Robotics, a joint venture aimed at developing AI-driven robotic technologies [5] - The company has served over 100,000 customers, with a significant portion of sales coming from repeat customers, and offers a diverse brand portfolio under its Gym Direct brand [5]

Core Viewpoint - Richtech Robotics Inc. is facing a class action lawsuit for allegedly misleading investors about its relationship with Microsoft, which has resulted in significant stock price declines [3][4]. Group 1: Class Action Lawsuit Details - The class action lawsuit is titled Diez v. Richtech Robotics Inc. and is filed in the District of Nevada [1]. - The class period for the lawsuit is from January 27, 2026, to January 29, 2026, with a deadline of April 3, 2026, for investors to seek lead plaintiff status [1]. - The lawsuit alleges that Richtech Robotics falsely claimed a commercial relationship with Microsoft during the class period [3]. Group 2: Allegations and Impact - An article published by Hunterbrook Media on January 29, 2026, stated that Microsoft denied any partnership with Richtech Robotics, which led to a more than 29% drop in the company's Class B stock price over two trading days [4]. - The lawsuit claims that Richtech Robotics misrepresented its engagement with Microsoft as a commercial partnership when it was merely a standard customer engagement focused on AI solutions [4]. Group 3: Legal Representation and Process - Investors who purchased Richtech Robotics securities during the class period can seek to be appointed as lead plaintiff, representing the interests of all class members [5]. - The lead plaintiff will have the authority to select a law firm to litigate the case, and participation as lead plaintiff is not required to share in any potential recovery [5]. Group 4: About Robbins Geller - Robbins Geller Rudman & Dowd LLP is a leading law firm specializing in securities fraud and shareholder litigation, having secured over $2.5 billion for investors in 2024 alone [6]. - The firm has been ranked 1 in securing monetary relief for investors in securities class action cases for four out of the last five years [6].

| 投资方 | 交易全额 | | 融资轮次 | | --- | --- | --- | --- | | 松禾资本 | | 2000万人民币 | 天使轮 | | 初连咨本 草源亚洲 | 千万级人民币 | | 种子+轮 | | 本销售期 | | | | | 草源亚洲 2025-11-27 力合科创 | | 未披露 | 种子轮 | | 公布日 2026-02-03 2026-01-07 | | | | 知有无界（深圳）智能科技有限公司聚焦工业具身智能领域，致力于通过模型赋能硬件，打造自主柔性、可泛化的智能硬件产品，首批切入物流 搬运与船舶喷涂机器人赛道。公司构建"模型定义硬件"的工业具身智能架构，通过"云端多模态大模型+工业场景端侧多专家模型+小脑任务层强 化/模仿学习模型"的稳定分层技术方案，探索动态工业场景下的人工智能训练范式，并依托机器人硬件实现一站式能力输出。 证券之星消息，根据天眼查APP于2月3日公布的信息整理，知有无界（深圳）智能科技有限公司天使轮融资，融资额2000万人民币，参与投资的 机构包括松禾资本。 数据来源：天眼查APP 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104 ...

具身研习社 . 记录具身智能浪潮迭代，探寻新质生产力的前行路线。 来源丨 具身研习社 （ID：jushenyanxishe ） 以下文章来源于具身研习社 ，作者吕鑫燚、娜拉 过去一个月，人形机器人厂商官宣春晚的消息如同在平静海面上投掷的巨石，一激引起千层浪。 宇树、银河通用、魔法原子、 松延动力四家还未在聚光灯 下接受春晚的审阅，已经被推到社交媒体上接受公众的评判。 一个前沿科技在爆发之年走上春晚舞台，这事有什么好吵的？ 因为， 1 个亿。 早在官宣消息之前，坊间关于人形机器人企业为了上春晚不惜斥资 1 个亿的消息不胫而走。旋即引发了诸多灵魂拷问：一个看起来尚在襁褓之中，商业落 地还不是非常坦荡的新产物， 把资源投入到表演 而非技术研发 ，是不是一种本末倒置？ 甚至有人还算了一笔账，以核心研发员工一年的工资为标尺，衡量这 1 个亿能换来多少研发进展。 但这件事真能这么算吗？ 我们暂且不聊未经证实的上春晚交易细节，只是想纠正一个误解，这件事不能单纯地用 1 个亿去衡量机器人上春晚值不值。 作者 | 吕鑫燚、娜拉 虽然不知道人形机器人上春晚这个事，触碰到了什么敏感神经。但这的确是一个值得坐下来好好聊的事情。 首先 ...

Core Viewpoint - Tesla is positioning itself to become a leader in the emerging humanoid robotics market, which could reach $5 trillion by 2050, as CEO Elon Musk emphasizes the importance of the Optimus robot for the company's future [1][4]. Group 1: Transition to Robotics - Tesla is shifting focus from traditional electric vehicles to autonomous vehicles and humanoid robotics, with Musk asserting that Optimus is central to the company's future [2][3]. - The company plans to discontinue legacy models like the Model S and Model X to prioritize the production of Optimus at its Fremont factory [3][4]. Group 2: Market Potential and Financials - The humanoid robotics market is projected to be worth $5 trillion by 2050, indicating significant upside for Tesla if it successfully develops and deploys Optimus and its Robotaxi service [4]. - Tesla's current stock price is $430 per share, with a market cap of $1.4 trillion, and the company reported non-GAAP earnings of $1.66 per share for the recently concluded fiscal year, resulting in a high price-to-earnings ratio of 259 [6][7]. - Analysts predict earnings growth to $2.12 per share this year and $3.00 by 2027, but the stock may already reflect much of Tesla's potential upside, suggesting that investors may need to see substantial performance improvements for short- to medium-term rewards [8].

IT之家 2 月 4 日消息，据蓝鲸汽车今日（2 月 4 日）报道，前云度汽车 CEO 林密目前已低调再创业，入局工业工艺机器人赛道，聚焦 AI 与机器人在喷涂工 业场景的深度融合，核心产品为 AI 喷涂机器人，"目前研发基本完成了，年后将进入交付阶段。" 2023 年，云度汽车与吉祥航空合作，打造了一款纯电小型 SUV 云兔，售 8.58 万元起。 知情人士向该媒体透露，该产品除了主要适配于汽车后市场等场景，也用于无人机、高铁、工程机械等领域。在团队建设方面，其核心成员主要来自浙江大 学等院校，"目前有 30 多名博士。" 跃 动 款 灵 动 款 95,800 == 85,800 == 型 花 吉祥大出行 云度云兔 400 服务 service JIXIA 418 云 影 为 国 展 创 优 造 更 航空 汽车 专车 公开资料显示，林密此前曾任职于 TCL、比亚迪（腾势）、Celgard 等公司，是比亚迪新能源汽车发展的早期参与者之一。 综合IT之家此前报道，云度汽车成立于 2015 年 12 月 4 日，是中国首批新能源汽车企业，也就是所谓的"造车新势力"，曾推出 π1、π3 等纯电动 SUV。 云度汽车 ...

大会期间，极智嘉与梅卡曼德、遨博、中关村机器人、罗克韦尔自动化、中国银行等产业链企业与机构 代表分享实践与观点，释放出产业各方携手推动智能机器人技术与应用纵深发展的积极信号。 业内人士指出，本次极智嘉总部揭牌暨具身智能机器人产业生态的成功举办，标志着一个以具身智能机 器人为核心，汇聚全球智慧、贯通产业链条的创新生态，正在雄安新区这片热土上蓬勃兴起，智创未 来。 以"雄安新程・智创未来"为主题的极智嘉总部揭牌暨具身智能机器人产业生态大会今日在雄安举行。极 智嘉与雄安新区、雄安集团、中国银行等相关方领导及机器人产业链企业代表等近百位嘉宾齐聚现场， 共同见证极智嘉总部揭牌，共筑机器人产业协同发展新格局。 极智嘉总部正式揭牌，标志着公司深度融入雄安新区国家战略，开启以雄安为全新起点、赋能全球智能 物流发展的新篇章，并推动AI+机器人技术发展与商业应用的双重突破，加速从全球仓储机器人领军 者，转型为具身智能产业生态的引领者。 依托雄安集聚的顶尖算力、多元场景与产学研网络，极智嘉将获得更充沛、低成本的算力资源与实体应 用场景支持，有望大幅降低研发的边际成本，还将进一步加速具身智能基础模型算法的研发和训练，扩 大机器人数据 ...

Core Viewpoint - The strategic partnership between Ocean Group Holdings Limited and Consciousness Foundation Ltd. aims to develop the "Silicon Buddy" AI companion robot under the X-Mart brand, marking a significant advancement in the company's Web 4.0 strategy by transitioning AI technology from virtual digital humans to physical smart hardware [1][4]. Group 1: Strategic Partnership - The collaboration is a key move in Ocean Group's transformation from traditional manufacturing to a Web 4.0 digital ecosystem builder, with clear division of roles and complementary strengths to accelerate the development and market launch of AI robotic products [2][4]. - Ocean Group will leverage its core competencies to provide comprehensive AI technology support and a mature smart hardware supply chain, including multi-modal interaction algorithms, emotional perception systems, and backend data platform development [2][3]. - Consciousness Foundation Ltd. will contribute its established consumer product design team and global sales channels, responsible for the creative design, terminal operations, and market promotion of the AI robot, ensuring rapid product scaling with existing order resources [2][3]. Group 2: Technological and Industrial Foundation - Ocean Group has a solid foundation with 30 years of experience in silicone core component manufacturing, creating an integrated production system and global supply chain capabilities essential for smart hardware mass production [3]. - The company initiated AI technology research and development in 2023, forming a specialized AI digital division that has established a core barrier in the AI digital human field, validating its self-developed data-asset-value (DAT) model in various sectors [3]. - The integration of digital human multi-modal interaction and emotional recognition technologies into physical robots completes the industrial loop for the company's AI technology deployment [3]. Group 3: Market Potential and Future Plans - The global digital economy is entering an AI-driven industrial upgrade cycle, with the AI smart hardware market experiencing explosive growth, making this partnership a crucial step for Ocean Group to break traditional business boundaries and implement its Web 4.0 strategy [4]. - The collaboration is expected to facilitate rapid product monetization and assist the company in accelerating its transformation into an AI smart hardware and digital ecosystem enterprise [4]. - Future plans include leveraging the joint venture to promote the global rollout of X-Mart robots and exploring the integration of AI robots with Real World Asset (RWA) tokenization, thereby broadening the value boundaries and enhancing the company's core competitiveness and long-term profitability [4].

Core Insights - In January 2026, the number of newly registered private equity and venture capital fund managers decreased by 62.5% year-on-year and month-on-month, with a total of 8 new registrations [1][13] - The total number of newly filed private equity and venture capital funds was 548, a decrease of 20.6% compared to December 2025, but a significant increase of 66.1% compared to January 2025 [1][13] - The domestic primary market saw 644 equity investment events in January 2026, with a total disclosed investment amount of approximately 52.999 billion yuan, reflecting a year-on-year increase of 2.1% and a 55.5% increase compared to the same month in 2025 [1][13] Investment Trends - The average single investment amount in January 2026 was approximately 82.296 million yuan, showing a year-on-year increase of 52.5% and a month-on-month increase of 6.0% [1][13] - The investment activities of Dongfang Fuhai, a prominent investment institution, included 7 disclosed equity investment events in January 2026, marking a 75.0% increase compared to the same month in 2025 and a 16.7% increase from December 2025 [3][16] - Dongfang Fuhai's investment strategy involves 80% of funds allocated to early and growth-stage companies, focusing on A and B rounds, while 20% is directed towards mature companies [2][15] Sector Focus - In January 2026, Dongfang Fuhai's investments were heavily concentrated in the artificial intelligence and manufacturing sectors, each accounting for 42.9%, together exceeding 85% of total investments [7][21] - The institution's investment strategy reflects a focus on hard technology and industrial upgrades, particularly in the integration of artificial intelligence and manufacturing, aligning with national strategic and industrial transformation trends [7][21] Geographic Distribution - Dongfang Fuhai's investments are primarily concentrated in Shanghai and Shenzhen, with over 70% of the invested companies located in these economically active regions [9][23] - The institution is also expanding its investment footprint into Sichuan and Anhui, indicating a strategy that extends from the Yangtze River Delta and Pearl River Delta into potential growth areas in central and western China [9][23] Notable Investment Case - The humanoid robot company LimX Dynamics announced a successful B round financing of 200 million USD, with participation from multiple investors including Dongfang Fuhai [12][25] - LimX Dynamics focuses on developing full-size general-purpose humanoid robots and has created several innovative products, leveraging core technologies in hardware design, motion control, and intelligent systems [12][25]

Group 1 - The Robot ETF (562500) is currently experiencing a low-level consolidation, with a recent price of 1.064 yuan, down 0.840% from the opening price, but the decline has narrowed during the day [1] - Among the 66 constituent stocks tracked by the ETF, 46 have declined, but the overall decline is moderate, with no significant drop dragging down the index. Notable declines include Ruishun Technology, Lide Harmony, and Kuaike Intelligent, each down over 3%, while Keri Technology rose over 5% [1] - The trading volume of the Robot ETF reached 866 million yuan, with a turnover rate of 3.50%, indicating moderate trading activity [1] Group 2 - The Robot ETF (562500) is the only robot-themed ETF in the market with a scale exceeding 20 billion yuan, covering various segments such as humanoid robots, industrial robots, and service robots, allowing investors to easily access the entire robot industry chain [2] - Following the adjustment of constituent stocks, the humanoid robot content in the index tracked by the Robot ETF has increased to nearly 70%, successfully removing underperforming stocks and including quality stocks that have performed well, achieving a "retain the strong, remove the weak" strategy [2]