此前，"无论科技"推出的多模态情感交互机器人Anni 就曾经在2025世界机器人大会、第27届高交 会上亮相。 36氪获悉，"无论科技"（Anywit Robotics）完成数千万元Pre-A轮融资。本轮由包括滴滴战投在内 的产业资本投资，资金将重点用于表情头标准化产品完善和情感交互模型升级迭代。 云岫资本 是该公司天使轮领投方，并担任本轮融资独家财务顾问。 "无论科技"成立于2023年12月，致力于打造具备"生命力"的多模态交互机器人。 目前，"无论科技"已推出人形机器人高自由度头面部组件，共计34自由度，可以实现拟人的具身表 达，比如与人类目光交互、声音唇部同步等等。 此外，"无论科技"的面部交互组件还搭载多模态大模型和自研的情感生成小模型 ，以及多意图融合 的运动规划系统能力，得以实现与人类用户的情感交互体验。 "无论科技"表情头示意图 "无论科技"创始人兼CEO曹荣昀向36氪表示，他们的产品在头面部自由度、表情生成、声唇同步等 功能上国内领先，在国际上可对标行业技术龙头Ameca 。 "无论科技"目前也正在推动商业化落地。据了解，"无论科技"推出了交互型机器人提供具备丰富表情 的头面部组件，应用于教育 ...

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. ...

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 ...

Symbotic stock's rapid rise requires rapid growth -- but one analyst says it's not going to happen.Robotics stock Symbotic (SYM 21.25%) is on the fritz today, falling 21% through 1:40 p.m. ET, and you can blame Goldman Sachs for that.Because Goldman just downgraded Symbotic. Goldman downgrades SymboticIn a note out late last night, Goldman Sachs analyst Mark Delaney downgraded Symbotic stock to sell with a $47 price target."Market interest in automation and robotics related assets in general" has made Symbo ...

Boeing is among the biggest gainers on the S&P 500 on Tuesday. Kevin Carter / Getty Images Close Major U.S. equities indexes gained ground on Tuesday, with tech stocks trending higher after a day of declines on Monday. The Dow Jones Industrial Average and benchmark S&P 500 gained 0.3% and 0.2%, respectively, and the tech-centric Nasdaq rose 0.4%. Boeing (BA) shares surged 8%, the leading gainers on the S&P 500 after the plane maker's new CFO said at a conference held by UBS that its plan to ramp up producti ...

LAS VEGAS--(BUSINESS WIRE)--Realbotix Corp. (TSX-V: XBOT) (Frankfurt: 76M0.F) (OTC: XBOTF) ("Realbotix†or the "Company†), a leader in AI-powered humanoid robots, will present at the Emerging Growth Conference on Wednesday, December 10th, 2025 at 1:45 pm ET for 30 minutes. To attend, register via the link below to confirm attendance and receive updates. Realbotix invites individual and institutional investors as well as advisors and analysts, to attend its real-time, interactive presentation wh. ...

ST. JOHN’S, Newfoundland and Labrador, Dec. 02, 2025 (GLOBE NEWSWIRE) -- Kraken Robotics Inc. (“Kraken” or the “Company”) (TSX-V: PNG, OTCQB: KRKNF) announces it has received purchase orders for synthetic aperture sonar (SAS) and battery products totaling approximately $12 million. Orders for Kraken SAS, KATFISH™ towed SAS spares, and SeaPower™ batteries have been placed by multiple organizations, including Teledyne Marine, Terradepth, and two navies from NATO member countries. “As we near the end of the ca ...

ST. JOHN’S, Newfoundland and Labrador, Dec. 02, 2025 (GLOBE NEWSWIRE) -- Kraken Robotics Inc. (“Kraken” or the “Company”) (TSX-V: PNG, OTCQB: KRKNF) announces it has received purchase orders for synthetic aperture sonar (SAS) and battery products totaling approximately $12 million. Orders for Kraken SAS, KATFISH™ towed SAS spares, and SeaPower™ batteries have been placed by multiple organizations, including Teledyne Marine, Terradepth, and two navies from NATO member countries. “As we near the end of the ca ...