具身原生应用量产工作流DFOL
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博杰股份等涨停领涨,机器人ETF(562500)稳步上行
Xin Lang Cai Jing· 2026-02-12 06:59
Group 1 - The core viewpoint of the news highlights the strong performance of the Robot ETF (562500), which is currently experiencing a steady rise after a high-level consolidation in the morning session, with the latest price at 1.081 yuan, up 1.312% from the opening price [1] - Among the 66 constituent stocks tracked by the ETF, 50 stocks have risen, with notable gains from Bojie Co., East China CNC, and others, indicating a strong bullish sentiment in the sector without significant downward pressure [1] - The ETF has seen a trading volume of 8.88 billion yuan and a turnover rate of 3.41%, reflecting stable liquidity and active trading, with a net inflow of 280 million yuan yesterday and nearly 900 million yuan over the past three days, suggesting continued strong institutional support [1] Group 2 - Great Wall Securities emphasizes that 2026 will be a critical year for the mass production of robots, with major domestic and international manufacturers expected to ramp up production, potentially accelerating the related industries [2] - The Robot ETF (562500) is noted as the only robot-themed ETF in the market with a scale exceeding 20 billion yuan, covering various segments such as humanoid robots, industrial robots, and service robots, facilitating investors' access to the entire robot industry chain [2] - Following the recent adjustment of constituent stocks, the ETF's tracked index has increased its humanoid robot content to nearly 70%, successfully removing underperforming stocks and including quality candidates, thereby enhancing the overall strength of the portfolio [2]
具身智能苦等“ChatGPT时刻”
3 6 Ke· 2026-02-10 23:22
Fast Reading 在人工智能的诸多分支中,具身智能是近一年间被高频提及的方向之一。 从工业机器人到服务机器人,从自动驾驶到人形机器,各条技术路线每隔一段时间就会被寄予一次"通用智能入口"的期待。 但与算法驱动的软件革命不同,它始终被现实世界的摩擦力拖慢节奏。 如果只看公开视频,具身智能的公共叙事几乎被同一组类似的画面占据:机器人跑得更稳了,抓得更准了,动作更连贯,任务更复杂。融资在加速,模型 在迭代,具身智能似乎正处在一条确定无疑的上升曲线。 成功被循环播放,失败被剪掉——在实验室之外,另一种叙事同时存在:部署成本、稳定性、维护复杂度,仍在反复拉长商业化的时间表。 2月10日,原力灵机的首次技术开放日在北京中关村国家自主创新示范区展示中心举行。 原力灵机发布了三款核心产品:具身原生大模型 DM0、具身原生开发框架 Dexbotic 2.0、以及具身原生应用量产工作流 DFOL。这也是原力灵机成立近一 年来,公司核心团队第一次集体公开亮相。 在当天的"Physical Al Next 圆桌论坛"上,来自产、学、研的五位嘉宾花了约一半的时间,讨论一个问题: 具身智能的ChatGPT时刻何时到来? 具身智能 ...