【文/观察者网 林琛力】调制鸡尾酒、搬运零件箱、中医手法按摩……在7月26日至29日举行的2025年世界人工智能大会（WAIC 2025）现场，各家的机器人 纷纷进行"才艺展示"。 具身智能作为今年大会的重点展示区域之一，引发了参展观众的极高热情。在大会的H3展厅，可以看到不少观众排队与各类机器人进行互动，智元机器 人、宇树科技等高人气展台更是被围得水泄不通。 据主办方透露，今年大会的前沿展品包括60余款智能机器人，有超150台人形机器人同台"出道"，这也是国内人形机器人有史以来最大规模的亮相。 朗智能 XMAN-R1在自主展区为观众手铲爆米花、调制鸡尾酒。 观察者网 擎朗机器人 相较于往年大会中机器人企业在性能方面的"秀肌肉"，具身机器人的各类落地应用场景的展示成为了本届大会的一大亮点，从"实验室"走向"应用场"，机器 人的落地应用图景正在展开。 从调酒师到搬运工，人形机器人大放异彩 如何将具身机器人应用在民生服务领域，是不少企业正在探索的新方向。在本次大会上，擎朗智能延续"为服务而生"的设计理念，带来了新款双足人形服务 机器人XMAN-F1，并展示了医疗和餐饮两大具体应用场景。 在展台上，XMAN化身成了 ...

Core Insights - The 2025 World Artificial Intelligence Conference (WAIC) in Shanghai showcased 800 companies and over 3,000 advanced technologies, indicating a strong interest in AI investments [1] - The article highlights three key investment opportunities in the AI sector that could lead to long-term growth [3] Group 1: Computing Infrastructure - The shift in computing infrastructure is likened to moving from "generators" to "power grid companies," with policies in Shanghai and Dongguan promoting the development of computing power trading platforms [3] - Key companies include: - Zhongji Xuchuang (300308): Validated 1.6T optical modules by Huawei, positioned for computing power transmission [3] - Hengwei Technology (603496): Core supplier for Huawei's Ascend liquid-cooled integrated machine, with orders extending to 2026 [3] - Tuo Wei Information (002261): Collaborating with Huawei to create "Zhaohan" domestic servers, with deliveries to the Changsha intelligent computing center [3] - The AI ETF (515980) has seen a 43% increase over the past year, with financing balances soaring to 97 million, indicating strong institutional interest [3] Group 2: Embodied Intelligence - The technology shift in robotics is moving from "performing tricks" to "performing tasks," with domestic component localization rates exceeding 50% [3] - Key companies include: - Green Harmonic (688017): Gearbox supplier for UBTECH, maintaining a leading gross margin of over 35% [3] - Leisai Intelligent (002979): Closed-loop stepper motors account for 70% of orders for new products from Yuzhu [3] - Zhongdali De (002896): RV gearbox shipments surged by 150%, benefiting from mass production of humanoid robots [3] - SenseTime has launched an embodied intelligence platform, enhancing the capabilities of industrial robots [3] Group 3: AI in Finance and Healthcare - The introduction of AI in finance is exemplified by the Industrial and Commercial Bank of China's AI credit approval system, reducing processing time from three days to three minutes, leading to a 200% increase in orders for IT supplier Runhe Software (300339) [3] - In healthcare, the AI diagnostic system from United Imaging has been able to detect lung cancer 30 days earlier, with significant procurement from top-tier hospitals for health information company Weining Health (300253) [3] - The Ant Group's AI health manager is now integrated into 5,000 hospitals, accelerating government procurement for public health projects [4]