Core Viewpoint - Faraday Future Intelligent Electric Inc. is advancing its strategy in embodied AI robotics and electric vehicles, with significant announcements regarding product launches and market expansion planned for 2026 [1][3][4]. Group 1: Business Updates - The company held the FF Stockholders' Day event on January 7, 2026, where it discussed plans for the mass production and sales of the FX Super One and unveiled its Embodied AI Robotics strategy [3]. - A final launch of the first EAI robotics products is scheduled for February 4, 2026, at the NADA Show in Las Vegas, marking the official start of sales [3][6]. - The FX Super One will expand its pre-order pipeline and market coverage to ten key states, aiming to lead the EAI-MPV era across the U.S. and the Middle East [6][8]. Group 2: Strategic Drivers - External drivers for the EAI robotics announcement include high labor costs in the U.S., the transition of EAI robotics from research to real-world deployment, and the recognition of embodied intelligence as a national strategic capability [4][5]. - Internal drivers include the integration of AI into the company's DNA, the evolution of the vehicle-as-robot concept, and the potential for a high price-performance ratio in EAI robotics products [6][7]. Group 3: Financial and Capital Targets - The company aims to achieve dual growth in revenue and contribution margin, reach positive operating cash flow, and move towards profitability by 2026 [10]. - Faraday Future plans to maximize shareholder value by achieving its market cap targets and actively seeking strategic investors and acquisition opportunities [9]. Group 4: System and Operational Goals - The company will solidify its dual-public-company governance framework and continue building an AI-driven operating system [11]. - Seven critical battles have been identified to focus efforts on user ecosystem, product power, R&D, compliance, value restoration, market expansion, and system building [11][12][13][14][15][16]. Group 5: Future Outlook - The company is committed to promoting the synergy between its EAI and Crypto initiatives, aiming for a robust delivery and ramp-up of EAI EV and robotics products in 2026 [18]. - Faraday Future emphasizes continuous innovation and delivery to meet stakeholder expectations and enhance trust and confidence through results [18].

Core Viewpoint - Faraday Future Intelligent Electric Inc. is advancing its strategy in embodied AI robotics, with significant announcements regarding product launches and market expansion planned for 2026 [3][4][8]. Business Update - The company held the FF Stockholders' Day event on January 7, 2026, where it discussed plans for the mass production and sales of the FX Super One, alongside the unveiling of its Embodied AI Robotics strategy [3][4]. - A final launch of the first EAI robotics products is scheduled for February 4, 2026, at the NADA Show in Las Vegas, marking the official start of sales [3][4]. External Drivers - High labor costs in the U.S. are driving demand for embodied AI robotics, making it a significant market opportunity [4]. - The field of EAI robotics is transitioning from research to real-world deployment, indicating a critical inflection point is approaching [4]. - Embodied intelligence is becoming a national strategic capability, comparable to AI and semiconductors [5]. Internal Drivers - The robotics initiative is a natural extension of the company's AI foundation and the evolution of the vehicle-as-robot concept [6]. - The company aims to integrate a global EAI supply chain to deliver high-performance robots, addressing market gaps [6]. - The AI robotics business requires lighter investment and promises quicker positive cash flow generation [7]. Strategic and Business Targets - The FX Super One will expand its pre-order pipeline and market coverage to ten key states, leading the EAI-MPV era in the U.S. and the Middle East [8]. - The company aims to become the first in the U.S. to deliver humanoid robots with positive gross margins [8]. Capital Targets - Faraday Future is focused on achieving its 2026 market cap targets and attracting strategic investors to enhance its EAI ecosystem [9]. Financial Targets - The company aims for dual growth in revenue and contribution margin, with a goal of reaching positive operating cash flow as soon as possible [10]. System Build-up Targets - The company plans to solidify its dual-public-company governance framework and continue developing an AI-driven operating system [11]. Critical Battles - The company will focus on user ecosystem development, product innovation, compliance, mass production, value restoration, market expansion, and efficient execution [11][12][13][14][15][16]. Future Outlook - Faraday Future is committed to mutual empowerment between its EAI and crypto initiatives, aiming for a successful delivery and ramp-up of EAI products in 2026 [18].

将投中网设为"星标⭐"，第一时间收获最新推送 总之，互联网大厂、顶级VC和地方政府抱团下注，一方面说明，资本市场对具身基础模型重要性已经达成集体共识，另一方 面，也印证了资本对自变量这家公司技术和发展潜力的认可。正如我们此前在《具身智能创始人，找我面试了》里写过的，当 下具身企业已经出现分层，投资人更多是在已经上牌桌的那几家里选择自己相信的创始人和技术路径。 作者丨刘燕秋 来源丨投中网 投中网独家获悉，自变量机器人已于近期完成10亿元A++轮融资。本轮融资由字节跳动、红杉中国、深创投、北京信息产业发 展基金、南山战新投、锡创投等顶级投资机构及多元地方平台联合投资。 除字节外，自变量此前也曾先后获得美团、阿里的投资，由此成为国内唯一同时被这三家互联网大厂投资的具身智能企业。 阿里和美团，此前都押注了不少具身企业。在这轮投资竞赛中，字节倒是鲜少出手，毕竟具身和机器人看起来跟字节的主业关 联没那么大，这个小背景也为此次出资增添了看点。 再捋捋本轮的其他投资方。红杉也出现在去年9月公布的那轮A+轮投资人名单里，所以，此次算是顶级VC二次出手自变量。 有别于在AI上的高出手频率，红杉在具身和机器人赛道上颇为谨慎，宇树和 ...

IT之家 1 月 11 日消息，埃隆・马斯克声称，特斯拉的擎天柱（Optimus）人形机器人将在短短三年内，超越全球最顶尖的人类外科医生。 这位特斯拉首席执行官是在接受美国医生兼工程师彼得・戴曼迪斯采访时作出这一表态的，后者主持着播客节目《大胆构想》。 马斯克表示："目前全球正面临医生和优秀外科医生短缺的问题。" 他还说："培养一名优秀医生需要耗费极其漫长的时间，即便学成之后，医学知识仍在不断更新迭代，医生很难做到面面俱到。他们的时间有限，难免会出 现失误。你想想，世界上能有多少顶尖外科医生？其实并不多。" 戴曼迪斯随即发问："你认为擎天柱机器人多久能超越最顶尖的外科医生，成为更出色的手术执行者？" 马斯克回应道："三年。顺带一提，三年后它将实现规模化应用。届时，具备顶尖外科手术水平的擎天柱机器人数量，或许会超过全球人类外科医生的总 和。" 据IT之家了解，这位 SpaceX 创始人于 2022 年首次公开了擎天柱机器人的原型机，并表示首款量产机型有望在次年推出。 两年后的 2024 年，马斯克将该机器人的上市目标时间定为 2026 年。 一位卫生政策领域专家向 The Independent 表示，马斯克的 ...

从本届CES的展品中可以发现，在情绪消费崛起与AI技术爆发的双重驱动下，陪伴机器人正从玩具赛道 突围，快速爆发成长。 从儿童教育到成人疗愈，从家庭场景到办公空间，这场关于"陪伴"的革命，正在改写我们与科技相处的 方式。 一、孤独经济爆发：9亿人催生的陪伴刚需 消费社会的转型，正在重塑人们的需求结构。尤其当生理与安全需求得到满足后，归属与爱、尊重、自 我实现等高层次需求成为消费核心，"情绪价值"正成为产品溢价的关键。 数据更直观呈现了这一趋势：2025年国内AI玩具线上市场销售额同比暴涨394.9%，其中主打情感陪伴 的品类增速最快，份额从7.0%跃升至15.7%。 这场需求爆发的背后，是9亿人的孤独画像。 陪伴机器人，这个曾停留在科幻电影里的产物，如今已开始渗透进生活的每个角落。 据麦肯锡调研，18-35岁独居青年已超1.2亿，他们将情感陪伴与社交分享融入日常，对拟人化交互的陪 伴产品需求强烈。 抖音平台数据显示，25-30岁女性是陪伴机器人的核心消费群体，占比达72%，她们愿意为"颜值+共 情"付费，二手平台上字节跳动"显眼包"AI玩具溢价超200%。 城市化进程中，双职工家庭占比持续提升，3-16岁儿童的 ...

Core Viewpoint - The "14th Five-Year Plan" presents significant investment opportunities in sectors such as commercial aerospace, AI applications, autonomous driving, and brain-computer interfaces, which are expected to drive China's asset investment landscape in the coming years [1][2][3]. Investment Opportunities - The "14th Five-Year Plan" is a strong policy guide that has historically not been ignored, indicating a global consensus on the industrial trends, particularly in AI new productivity [2]. - The focus on AI new productivity is essential for stable investment, emphasizing the need to track major trends and select core targets for thematic investments [2][3]. Eight Core Tracks - The eight core tracks identified from policy guidance and industrial trends include: 1. **Commercial Aerospace**: A competitive race for low-orbit satellite resources, with significant developments expected in 2026 [7][8]. 2. **AI Applications and Domestic Substitution**: The commercialization of AI applications is crucial for overcoming skepticism about AI's viability, with a focus on domestic semiconductor and model advancements [9][10]. 3. **Humanoid Robots**: Anticipated mass production by Tesla in 2026, marking a significant market opportunity [12][13][14]. 4. **Edge AI Hardware**: AI glasses are expected to be the next major entry point for AI technology, with significant market potential [15][16]. 5. **Autonomous Driving**: The transition from testing to implementation of L4-L5 autonomous driving technologies is expected to drive industry upgrades [17][18]. 6. **AI Energy Infrastructure**: The increasing power demands of AI necessitate breakthroughs in energy supply, particularly in nuclear and gas power [19][20]. 7. **Strategic Resources**: The demand for strategic resources like copper and rare earths is expected to rise due to supply chain security and economic conditions [22]. 8. **Frontier Fields**: Long-term investment opportunities in emerging technologies such as quantum computing and brain-machine interfaces [23][25]. Key Investment Signals - Key investment signals to monitor include: 1. **IPO Progress**: The IPO status of Chinese tech unicorns and major global players like SpaceX and OpenAI will influence capital flows into aerospace and AI sectors [26]. 2. **Technological Breakthroughs**: Significant advancements in technologies such as Tesla's Optimus and China's rocket recovery systems will serve as indicators for market movements [27]. 3. **Industry Developments**: Progress in domestic chip manufacturing and AI model capabilities will be critical for investment decisions [27]. Summary - The year 2026 marks the beginning of the "14th Five-Year Plan," with AI new productivity as a key investment theme. The commercial aerospace and AI applications sectors are expected to be the strongest technology investment directions, while humanoid robots, domestic semiconductors, AI glasses, and energy infrastructure will also play significant roles. Strategic resources and frontier fields will provide long-term investment opportunities [29].

在 CES 2026 炫目的灯光与流畅的演示背后，家务机器人的爆发并非偶然 ，而是一种真切存在的现实需求。 一方面 ，时间成为最稀缺的奢侈品。全球双职工家庭比例持续攀升，他们不得不在工作和家庭之间寻找平 衡。例如在荷兰，选择每周工作 28-35 小时 " 近全职 "模式的人群，在过去四年间就增加了 30 万，这背后是 年轻父母希望更均衡分担育儿和家务责任的现实需求。 一台身高 168 厘米、覆盖柔性皮肤的类人机器人正以略显谨慎的动作，俯身将散落的 衣物 拾起。 同一展馆 内 ， 另一台装机械臂的机器人 接过工作人员递过来的衣服，缓慢转动 身体，将其 装入洗衣机 ..... 2026 拉斯维加斯 的 CES 展会上，关于未来家庭的想象，正被几种形态各异的机器人具象化。它们都在完成 诸如送餐、热饭、叠衣、清洁这类家务，共同指向一个核心命题：如何让机器真正理解并接管我们琐碎的日常 生活。 ▍ 市场需求 + 技术必然，家务代劳成为刚需 当市场需求变得清晰而迫切，技术便沿着明确的共性路径演进，以实现从执行命令到理解任务的跨越。 首先，是 大脑和躯体 的合流。大语言模型与机器人技术的结合，让机器开始理解 " 收拾客厅 " ...

图片来源：网络 在具身智能的激进演进中，行业正迅速撞上一面无形的墙：数据荒。 如果说 2025年是具身智能的"硬件元年"，那么2026年则是彻底的"数据决战"。从OpenAI支持的模型演 进路径看，数据需求正呈指数级爆发。从 Pi0 的 1 万小时训练，到 Gen-0 的 27 万小时。业内普遍预 判，2026年头部具身大模型所需的真机训练数据将达到百万小时级别。 然而，现实是数据获取低效且昂贵 。传统的遥操作方式不仅每小时成本高达数百美金，且充斥着大量 无法复现、传感器不同步的"废数据" 。在 Scaling Law 的物理战场上，谁能率先规模化地开采出高纯度 的"物理石油"，谁就拥有了定义下一代通用机器人标准的话语权 。 鹿明机器人（LUMOS）占据了一个独特的生态位，不做单纯的整机商，要做具身智能时代的"超级数据 工厂" 。这家成立仅一年的公司，不仅要做"卖水人"，还要"定义水的标准"。 这份自信源于团队的硬核背景。创始人喻超毕业于清华大学，自2016年起从事机器人学习算法领域研 究，曾主导构建追觅科技具身机器人业务，并参与开发了小米CyberDog等多款消费级机器人产品。 CTO曹俊亮是上海交通大学机 ...

以下文章来源于具身纪元 ，作者liuxjerry 具身纪元 . 见证具身浪潮，书写智能新纪元 作者丨 liuxjerry 点击下方 卡片 ，关注" 具身智能之心 "公众号 >> 点击进入→ 具身 智能之心 技术交流群 更多干货，欢迎加入国内首个具身智能全栈学习社区： 具身智能之心知识星球（戳我） ，这里包含所有你想要的! 撰 文：liuxjerry 编辑：Marilyn 目前最主流的机器人控制方法就是VLA了。 不用VLA呢？ 世界模型？你说的世界模型和我说的世界模型可能不是一个世界模型，详见我们以前的分析文章 理解世界or预测未来，世界模型的本质是什么？ 编辑丨具身纪元 所以，更准确的来说，用视频生成模型，能控制好机器人吗？ 大家普遍怀疑的是，是不是只能在虚拟环境中，是不是泛化效果不好等等。 2026年1月6日，刚开年，就有一篇来自OpenAI研究员、MIT博士Boyuan Chen的研究文章，做了这方面的尝试和解答。 | Task Set and Tasks | Ours | TO | OpenVLA | | | --- | --- | --- | --- | --- | | Task Group A: ...

产业大脑是依托工业互联网、大数据、人工智能等新一代信息技术构建的智能化产业生态系统，以数据 资源为核心要素，打通产业链、创新链、政策链、资金链、供应链，集成企业生产经营、产业协同发 展、政府经济治理等多元应用场景。唐山机器人产业大脑紧扣《河北省数字技术赋能制造业高质量发展 实施方案》要求，秉持"需求导向、场景引领、五链融合、多方赋能"的建设思路，聚焦"服务政府治 理、赋能企业转型"核心目标，通过汇聚政府公共数据、行业共性数据与企业个性化数据，搭建标准化 产业数据仓，打造集数据整合、技术研发、协同服务于一体的具有唐山产业特色的机器人行业专属大 脑，为全省机器人产业高质量发展注入强劲动能。 本报讯 （记者张薇 通讯员刘梓涵）近日，由唐山高新区国有控股集团有限公司牵头，联合唐山工业职 业技术大学、中国移动通信集团河北有限公司唐山分公司、唐山百川智能机器股份有限公司、北京大学 政府管理学院、东华软件股份公司等5家单位共同申报的"唐山机器人产业大脑"成功入围河北省2025年 度行业产业大脑建设"揭榜挂帅"名单，成为全省6个入围项目之一。 （来源：唐山劳动日报） ...