AI 社交平台 Moltbook 曝严重漏洞，15 万智能体面临「夺舍」风险 2 月 1 日，当下最热门的 AI 社交网络 Moltbook 被曝存在严重安全漏洞。安全研究员 Jameson O'Reilly 发现，该平台后端数据库在未受任何保护的情况下 对外完全公开。 这一严重的配置错误导致平台内近 15 万个 AI「智能体」 的敏感数据全部泄露，其中包含电子邮件、登录令牌以及最关键的 API 密钥。这意味着，任何 人只要获得密钥，即可直接接管任意 AI 账号（包括拥有 190 万粉丝的知名学者 Andrej Karpathy 的 AI 分身），并以其名义随意发布内容。 在接到媒体 404 Media 的预警后，Moltbook 创始人已紧急修复了该漏洞。此次事件被指是业界过度追求开发速度的「氛围编程」（Vibe Coding）所致， 与此前 Rabbit R1 密钥泄露及 ChatGPT 用户数据「串台」如出一辙，再次暴露了 AI 应用在基础安全建设上的巨大隐患。（来源：极客公园） 苹果人工智能团队再现离职潮，多名研究员转投 Meta 和谷歌 2 月 1 日，除了失去一位 Siri 高管外，苹果公司近几周 ...

本轮融资由多家国内外机构投资人参与，包括阿联酋磊石资本（Stone Venture）、东方富海、基石资本、天创资本、广发信德、合肥创新投、国泰君安创 新投资、中信建投、唐兴资本、财鑫资本；战略产业投资人包括京东、中鼎股份、光洋股份、东土科技；老股东尚颀资本、彼岸时代、蔚来资本、明势创 投持续加码。 逐际动力称，将加大研发和市场投入。基于本体硬件设计和制造、小脑基础模型、具身 Agentic OS 三大核心能力，逐际动力聚焦具身智能大小脑融合核 心技术的突破，推动通用人形机器人和模块化基座机器人的原始创新，通过产品工程化与供应链生态体系建设，进一步拓展中国和全球市场。 IT之家 2 月 2 日消息，今日，逐际动力 LimX Dynamics 宣布完成 2 亿美元的 B 轮融资。 在过去两个月，逐际动力连续发布了两项关键产品和技术：多形态具身机器人 TRON 2 和具身智能体 OS 系统 LimX COSA。通过原创的模块化设计， TRON 2 支持多种形态的灵活组合，移动和操作能力一举两得，使开发者和行业用户能够根据不同应用场景快速构建合适的机器人形态，无需为单一任务 反复定制硬件。TRON 2 是一个可复用、 ...

BIG IDEAS 2026 RESEARCH REPORT FOR INFORMATIONAL PURPOSES ONLY ARK Investment Management LLC This is not a recommendation in relation to any named particular securities/cryptocurrencies and no warranty or guarantee is provided. Any references to particular securities/cryptocurrencies are for illustrative purposes only. There is no assurance that the Adviser will make any investments with the same or similar characteristics as any investment presented. The reader should not assume that an investment identifi ...

Group 1 - The core viewpoint of the news is that the Chinese aerospace industry is advancing significant technological projects for space resource development, indicating a strategic shift towards space mining as a new frontier for mineral resource competition among nations [1][3]. - The "Fifteen Five" period will see the establishment of a comprehensive testing platform for space resource development, focusing on key technologies such as small celestial body resource exploration, intelligent autonomous mining, low-cost space transportation, and in-situ processing [1][3]. - The human-shaped robot sector has experienced a significant downturn, with the core company index dropping by 8.73%, underperforming compared to the broader market indices [2]. Group 2 - The report highlights that the recent downturn in the human-shaped robot sector is attributed to short-term catalysts such as factory audits and Tesla's earnings call, alongside a shift in funding styles as the Chinese New Year approaches [2]. - The Tesla earnings call emphasized the company's plans for mass production of robots, with a target of achieving a production capacity of 1 million robots at the Fremont factory, marking a pivotal moment for the industry [2]. - The integration of robotics and commercial aerospace is expected to benefit from the upcoming wave of space mining, with multi-functional robots anticipated to play a crucial role in various tasks within space exploration [3]. Group 3 - The report identifies key beneficiaries in the commercial aerospace and robotics sectors, including companies involved in rocket manufacturing, satellite systems, and core robotic components [4]. - Specific companies recommended for investment include Blueway Technology, Junsheng Electronics, and others across various categories such as bearings, structural components, and motors, indicating a diversified approach to capitalize on the emerging opportunities in space mining and robotics [4].

Core Insights - LimX Dynamics has completed a $200 million Series B financing round, with participation from various well-known domestic and international institutional investors, including Stone Venture, Dongfang Fuhai, and others [2] - The company plans to increase R&D and market investments by 2026, focusing on breakthroughs in core technologies related to embodied intelligence and humanoid robotics [4] Group 1: Company Overview - LimX Dynamics, established in 2022, is an AI-driven humanoid robotics company aiming to create full-size general-purpose humanoid robots and has developed innovative products like the multi-modal robot TRON [4] - The company emphasizes disruptive innovation in embodied intelligence, aiming to enhance the generalization capabilities of AGI in the physical world across various sectors, including research, manufacturing, and home applications [4] Group 2: Product Innovations - The TRON 2 robot features a modular design that allows for flexible combinations of various forms, enabling developers and industry users to quickly construct suitable robot shapes for different applications without the need for repeated hardware customization [6] - LimX COSA is an independently developed embodied Agentic OS that integrates high-level cognition, decision-making, and full-body motion control, allowing humanoid robots to understand tasks, perceive environments, and adjust decisions in real-time [8]

截至2026年1月30日收盘，机器人ETF(159770)全天申购6600万份，换手4.59%，成交4.49亿元。跟踪的中证机器人指数 (H30590)下跌0.45%。成分股方面涨跌互现，绿的谐波领涨7.78%，天准科技上涨6.23%，伟创电气上涨4.98%。 截至1月30日，机器人ETF(159770)近半年份额增长20.69亿份，实现显著增长。 【产品亮点】 机器人ETF(159770)深市规模最大的机器人主题ETF，成分股覆盖人形机器人、工业机器人、服务机器人等多个细分领域， 帮助投资者一键布局机器人上中下游产业链。 【相关产品】 机器人ETF(159770)，对应场外联接基金(A：014880；C：014881)。 【热点事件】 2、北京首个人形机器人中试平台启动，实现全链路中试服务覆盖 1月29日，北京人形机器人创新中心中试验证平台正式启动，这也是北京首个人形机器人中试验证平台，包括小批量试制 线、具身智能机器人生产示范线、具身智能机器人关节生产示范线及专业测试实验室，可实现从核心部件到整机的全链路 中试服务覆盖。 【机构观点】 中信证券表示，目前人形机器人处于技术验证期，但商业化落地时间相比于新能 ...

近日，逐际动力LimX Dynamics宣布完成2亿美元B轮融资，本轮融资由多家国内外知名机构投资人参与，包括阿联酋磊石资本（Stone Venture）、东方富 海、基石资本、天创资本、广发信德、合肥创新投、国泰君安创新投资、中信建投、唐兴资本、财鑫资本；战略产业投资人包括京东、中鼎股份、光洋股 份、东土科技；老股东上汽集团旗下尚颀资本、彼岸时代、蔚来资本、明势创投持续加码。 以全栈技术，掌握具身智能走向落地的关键能力 步入2026年，在新老股东和合作伙伴的大力支持下，逐际动力将加大研发和市场投入。基于本体硬件设计和制造、小脑基础模型、具身Agentic OS三大核心 能力，逐际动力聚焦具身智能大小脑融合核心技术的突破，推动通用人形机器人和模块化基座机器人的原始创新，通过产品工程化与供应链生态体系建设， 进一步拓展中国和全球市场。 在过去两个月，逐际动力连续发布了两项关键创新产品和技术：多形态具身机器人TRON 2和具身智能体OS系统LimX COSA，广受全球关注和认可。 TRON 2：面向技术和场景验证的具身智能通用基座 通过原创的模块化设计，TRON 2 支持多种形态的灵活组合，实现移动和操作一举两得 ...

图为中科灵犀科技有限公司的机器人现场为观众书写"福"字。 洪敬谱摄（洪敬谱） 原标题：机器人送"福"迎春 来源：科技日报 原标题：机器人送"福"迎春 寒冬时节，记者来到位于安徽合肥瑶海区的长三角数字科技示范园，探访合肥具身智能机器人数据采集 训练场。这里被称为安徽首家"机器人大学"，是合肥智能机器人公共服务平台的核心组成部分。训练场 内，十余台人形机器人正在有序进行多技能实训：有的在弹奏钢琴，有的在搬运货物，还有的在挥毫书 写春联。 ...

人手暗藏复杂精密的生物结构——27块骨骼、超过20个自由度，可实现33种精准抓握动作。能精准复刻 人手灵巧操作的机器人灵巧手，成为人形机器人研发中最难攻克的核心零部件之一。"我们的Linker Hand系列灵巧手，不仅能流畅演奏钢琴，还能胜任工厂精密打螺丝、为人体按摩等多元场景。"灵心巧 手联合创始人左家平介绍，团队自主研发的机器人灵巧手，价格仅为国际同类产品的十分之一，核心技 能水平却实现数倍提升。 灵巧手给了机器人高效的"操作能力"，柔性电子皮肤为机器人装上了感知世界"皮肤"。"多模态柔性电 子皮肤的机器人应用项目"团队模感科技，研发了用于躯干的透明柔性电子皮肤，用于手臂、手掌的压 阻式矩阵传感器，适合指部、足部的压阻式矩阵传感器。 "面向超低轨道卫星的批产化混合霍尔电推进系统"项目，为超低轨道卫星长时间运行提供高效动 力；"基于AI的虚拟电厂调节与负荷侧节能降碳系统"项目，今年年收入预计将达3亿元；"面向新一代火 箭发动机的生成式'设计-分析-制造'智能一体化平台"项目，探索解决现有火箭发动机研制周期长、成本 高、迭代慢等痛点……大赛AI应用领域前十项目全面展现了人工智能技术在各行业的深度融合与创新 应 ...

Group 1: Economic Development and Innovation - The "Su Super" football league in Jiangsu has generated significant consumer spending of 38 billion yuan, showcasing the economic impact of local events and cultural initiatives [1] - Jiangsu's foreign trade reached a record high of nearly 6 trillion yuan, reflecting resilience through market structure optimization and the rise of new business models [2] - A "de-involution" movement is underway in various industries, including solar energy and automotive, aimed at curbing unhealthy competition and enhancing resource allocation [3] Group 2: Technological Advancements - The development of "embodied intelligent robots" is gaining momentum in Jiangsu, with nearly 300 companies forming an innovation alliance to enhance technological capabilities [4] - Jiangsu is focusing on "characteristic advantageous industries," identifying over 200 such industries across 95 counties to promote targeted development and modernization [5] - The rise of One Person Companies (OPC) is being supported through a comprehensive ecosystem that encourages micro-innovation and entrepreneurship [6] Group 3: Service Industry Growth - The revenue growth rate of the productive service industry in Jiangsu reached an average of 11.3%, significantly contributing to the overall service sector growth [7] - A new "dual high collaboration" mechanism is being implemented, linking high-tech zones with universities to foster innovation and address real industry challenges [9] Group 4: Human Capital Investment - The concept of "investing in people" has been incorporated into government reports, emphasizing the transformation of human resources into human capital, with significant funding directed towards social welfare and education [10] Group 5: Scene Innovation - Scene innovation is becoming a key focus in Jiangsu, with 93 projects launched across various sectors, highlighting the role of artificial intelligence in driving technological commercialization [11]