2026 年 1 月 23 日，印度浦那的 Muks Robotics 正式宣布，自主研发的社交人形机器人 SPACEO-M1 开放全球企业订购，这款产品也成为印度首款实现量产 并推向全球的社交人形机器人。 该机器人早在 2025 年 3 月已启动预售，彼时仅面向印度国内客户，并非正式的全球开售；时隔9个月，量产版 SPACEO-M1 人形机器人终于迎来全球市场的正 式亮相。 ▍ Muks Robotics 创始人为印度牙科医生转型 Muks Robotics 由 Mukesh Bangar 博士于 2021 年创立。与行业内科班出身的创业团队不同，Bangar 博士早年毕业于马哈拉施特拉邦健康科学大学，持有牙 科学士学位，曾任职于 Chowgule Mediconsult Pvt. Ltd. 担任牙医。该公司初创阶段的核心团队成员均为跨领域技术爱好者，无传统机器人头部企业从业背 景，纯粹因对机器人领域的热爱凝聚成为初始创业团队。 Bangar 博士本职为牙医，长期关注医疗自动化设备领域，因洞察到公共服务场景中智能交互设备的供给缺口，他自主研习人工智能与机器人技术，跨界投身机 器人研发。其早期并未规划涉足人形 ...

以下文章来源于腾讯科技 ，作者值得关注的 腾讯科技 . 腾讯新闻旗下腾讯科技官方账号，在这里读懂科技！ 本文来自微信公众号： 腾讯科技 ，编辑：徐青阳，作者：值得关注的 "过去一个月，网上流传着很多关于我司2025年出货量的不实信息。"1月22日，宇树科技在一则回应 公告中写道。 宇树的这条回应，矛头直指Omdia此前公布的"人形机器人出货量榜单"。 Omdia此前公布的数据显示，2025年，人形机器人出货前三名：智元机器人、宇树科技、优必选，对 应出货量分别为5168台，4200台和1000台。 另外，市场机构Counterpoint日前披露的数据也显示，智元、宇树和优必选三家企业占据人形机器人 市场份额前三名，分别为30.4%、26.4%、5.2%。 两份榜单虽然口径不一致，但对应头部前三名的排序高度一致。 01 跳舞≠死路一条 "2026年的人形机器人，还是跳舞耍宝，那结局只能死路一条。"一位投资人激进的评价人形机器人 的应用现状。 这种评价虽极端，但故事要从10多年前开始说起。 2013年，波士顿动力公司基于其PETMAN人形机器人，为DARPA项目开发了Atlas。"就像一个1岁 的孩子几乎不能走路 ...

Core Viewpoint - The article emphasizes the importance of advanced technology companies in redefining modern life and driving economic growth, particularly in the fields of AI, robotics, and smart home ecosystems [8][14]. Company Summaries 1. Chasing Technology - Founded in 2017, Chasing Technology focuses on high-speed digital motors, intelligent algorithms, and motion control technology, positioning itself as a global high-end tech brand. The company has applied for over 8,000 patents and received more than 3,000 authorized patents by December 2025. Its product matrix spans cleaning, personal care, and kitchen appliances, establishing it as a leader in the smart cleaning sector [4][19]. 2. Magic Atom - Established in 2024, Magic Atom is one of the few companies in China with full-stack self-research capabilities for humanoid robots, boasting a hardware self-research rate exceeding 90%. The company focuses on commercializing its technology through the "Thousand Scenes Co-Creation Plan," which tests robots in real-world scenarios to ensure they are useful and user-friendly [5][20]. 3. Monkey Robotics - Founded in 2015, Monkey Robotics is a core supplier of components in the smart manufacturing sector. The company specializes in machine vision, direct-drive motors, and industrial robots, leveraging its technical expertise to expand into embodied intelligence. It offers a one-stop ODM service for embodied intelligence and aims to build an ecosystem that integrates core components, complete machines, and scenario-based testing [7][21]. Industry Insights 1. AI and Robotics Trends - The article highlights the shift of AI from virtual to physical reality, unlocking trillion-dollar market opportunities. The focus is on service robots and the integration of AI-driven models that enable a closed loop of perception, decision-making, and execution across various sectors [9][18]. 2. Investment Logic - The investment logic in the robotics industry is centered around identifying key players with "positioning advantages" and understanding the technological breakthroughs and supply chain maturity of essential components like reducers, motors, and dexterous hands [18]. 3. Future Opportunities - The exploration of smart technology's role in industrial upgrades is crucial, with a focus on the latest developments in AI and robotics, aiming to cultivate new productive forces and paths for technological self-innovation [18].

Core Viewpoint - The introduction of the humanoid robot "Lumen H1" by Hubei Guanggu Dongzhi Intelligent Technology Co., Ltd. at the Wuhan East Lake New Technology Development Zone's government service center marks a significant step in integrating artificial intelligence into public services, enhancing efficiency while maintaining a human touch [1][5]. Group 1: Robot Features and Capabilities - The humanoid robot "Lumen H1" stands nearly 1.7 meters tall and demonstrates dexterous wrist movements, successfully writing the character "福" (Fu) with precision and strength, comparable to human calligraphy [1][4]. - "Lumen H1" is capable of voice interaction and can be utilized in various scenarios such as exhibition explanations, performances, and customer service [11]. Group 2: Public Reception and Future Prospects - Citizens expressed excitement about the robot's presence, indicating a growing acceptance of robots in everyday life, with expectations for future applications in domestic tasks [4]. - The government service center plans to further explore the integration of artificial intelligence in public services, aiming to enhance service efficiency and user experience [5]. Group 3: Technological Development and Applications - The robot has previously appeared at major events in Hubei Province, showcasing its versatility and adaptability [11]. - Future plans include expanding the robot's applications to elder care, providing emotional support to seniors, and improving its movement control and action capabilities [14].

不得了，机器人现在开始学会脑补未来了。 这就是蚂蚁灵波又又又又（连续第4天）开源的狠活儿—— 全球首个用于通用机器人控制的因果视频-动作世界模型，LingBot-VA。 怎么个脑补法？ 简单来说啊，以前的机器人（尤其是基于VLA的）干活儿，主打一个条件反射：眼睛看到什么，手立刻就动一下。 这叫"观察-反应"模式。 但LingBot-VA就不一样了，它通过自回归视频预测打破了这种思考方式，在动手之前，脑子里先把未来几秒的画面推演出来。 说实话，用想象力做决策，在机器人控制这块还是相当新鲜的。 但这不是LingBot-VA唯一的亮点，还包括： 记忆不丢失：做长序列任务（比如做早餐）时，它会记得自己刚才干了什么，状态感知极强。 高效泛化：只要给几十个演示样本，它就能适应新任务；换个机器人本体，也能hold住。 因此在LingBot-VA的加持下，像清洗细小的透明试管这种高精度任务，机器人已经是可以轻松拿捏： 正如我们刚才提到的，今天是蚂蚁灵波连续第四天开源。 如果说前几天的开源是给机器人加强了眼睛（LingBot-Depth）、大脑（LingBot-VLA）和世界模拟器（LingBot-World）【加三个超链】， ...

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Significant Losses In Richtech Robotics Therapeutics To Contact Him Directly To Discuss Their Options If you suffered significant losses in Richtech Robotics stock or options and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310). [You may also click here for additional information] NEW YORK, Jan. 30, 2026 (GLOBE NEWSWIR ...

Core Insights - The investment opportunities in artificial intelligence (AI) and robotics extend beyond major tech companies, encompassing a diverse ecosystem of enablers and application developers that are often overlooked by investors [1] - The discussion highlighted the rapid growth in healthcare robotics, with medical robot installations increasing by 91% in 2024, leading to improved patient outcomes through advanced surgical capabilities [1] - The robotics ecosystem includes not only end-use applications but also component manufacturers and materials suppliers, which are crucial for the deployment of robotics across various industries [1] Investment Strategies - Investors can gain exposure to the robotics and AI sector through ETFs such as the ROBO Global Robotics & Automation Index ETF (ROBO), the ROBO Global Artificial Intelligence ETF (THNQ), and the ROBO Global Healthcare Technology & Innovation ETF (HTEC), which provide access to a wide range of companies throughout the value chain [1] - These ETFs allow investors to capture the entire AI disruption narrative rather than focusing on selecting individual stocks [1] - The panel emphasized the importance of addressing physical bottlenecks in robotics development, as manufacturing capabilities for robotic components and specialized materials can limit deployment, creating opportunities for companies that address these challenges [1] Global Market Insights - The AI and robotics opportunity spans global markets, with innovation occurring across North America, Asia, and Europe among companies of various sizes and specializations [1]

ATLANTA, Jan. 30, 2026 (GLOBE NEWSWIRE) -- Holzer & Holzer, LLC is investigating whether Richtech Robotics Inc. (“Richtech” or the “Company”) (NASDAQ: RR) complied with federal securities laws. On January 29, 2026, Hunterbrook Media released a report alleging that “no material partnership appears to exist” between Richtech Robotics’ engineering team and Microsoft’s AI Co-Innovation Labs. Following this news, the price of the Company’s stock dropped. If you purchased Richtech stock and suffered a loss on tha ...

Key Takeaways SERV is scaling urban delivery, expanding fleets past 2,000 robots as autonomy and utilization improve.TER's Q3 2025 revenues rise 4.3% as AI-driven semiconductor test demand lifted compute and memory shipments.TER faces uneven robotics demand, but expects AI compute, networking and memory to drive growth through 2026.Automation and robotics are steadily moving from experimentation into real-world deployment as advances in AI, compute and machine intelligence intersect with labor constraints a ...

第二个还是AI产业链，但要换个玩法。之前是随便沾点AI概念就能涨，2月得聚焦短缺环节，现在美国 缺电、中国缺芯、全球缺存储，算力链和配套储能环节的业绩兑现能力超强，那些真有技术、有订单的 公司，还会继续走强，你手里的AI股是真有业绩还是纯概念？ 第三个是反内卷线索。有些传统行业比如化工，经过这么多年供给出清，竞争格局好多了，现在需求稍 微改善，价格就能涨，这种闷声发大财的机会，往往被大家忽略，帮主做中长线这么多年，最看重的就 是这种估值低、有弹性的标的。 聊完1月，重点来了，2月该怎么玩？结合证监会2026年系统工作会议的风向，还有各大机构的预判，帮 主认为2月还是震荡行情，春季行情不会普涨，结构性机会才是核心。毕竟A股连续两年估值修复后， 第三年得看业绩说话，光炒概念可不行了。 第一个值得关注的方向是外需顺周期。全球制造业在复苏，铜、油这些资源品价格有支撑，而咱们国家 的电力设备、工程机械这些制造业，在海外本来就有优势，现在正好借着这波东风出海赚大钱，这可是 实实在在的业绩支撑，比炒题材靠谱多了。 先说说1月整体情况，沪指最终涨了3.76%，站稳4100点上方，看着是开门红，但过程那叫一个跌宕起 伏。中旬创 ...