【文/观察者网 齐倩】 2025年初，DeepSeek横空出世，震惊世界。 一年后的今天，美西方阴影未消，美国媒体提起DeepSeek仍心有余悸。 文章认为，长远回报可能更大。具身AI能帮助中方升级军事自主作战能力。 此外，中国可利用现有制造优势，成为具身AI系统的全球领先生产中心。与5G网络或太阳能板不同， 具身AI可能成为直接自动化全球多行业物理任务的基础技术。这将让中国成为智能机器人和自主平台 的首要全球供应商，获得强大的地缘经济杠杆。 一些研究者认为，具身AI对中国长期追求通用人工智能（AGI）至关重要，可以让AI通过与物理环境的 持续互动学习，超越当前依赖海量文本数据的训练方式。 目前，中国地方政府正投入资源，支持本地具身AI企业。与此同时，中国私营部门也在推进前沿。多 家中国公司，如智元创新（AgiBot）、优必选（UBTech）和宇树（Unitree），已是全球领跑者。 数据显示，2025年，中国人形机器人出货量已主导全球市场。其中，AgiBot以约5100台（占39%）领 跑，Unitree约4200台（32%），UBTech约1000台。 "现在，同样的模式正在重演。"两名专家警告道。 文章 ...

Group 1 - DeepSeek represents a significant advancement in China's AI capabilities, particularly in robotics and autonomous systems, prompting concerns in the West about China's technological leadership [1] - The U.S. is warned to take China's AI advancements seriously, as experts note that China's systematic efforts in AI research have been underestimated [1] - The article emphasizes that the same pattern of underestimation is repeating, indicating a potential for future surprises from China in the AI sector [1] Group 2 - China is focusing on "embodied AI," which integrates AI into hardware systems like robots and drones, allowing them to learn from physical interactions rather than just executing pre-programmed instructions [3] - The long-term benefits of embodied AI could provide China with significant economic and geopolitical advantages, particularly in enhancing military capabilities [3] - China aims to leverage its manufacturing strengths to become a global leader in embodied AI systems, which could automate physical tasks across multiple industries [3] Group 3 - Local Chinese governments are investing in embodied AI companies, while private sector firms like AgiBot, UBTech, and Unitree are emerging as global leaders in humanoid robotics [4] - By 2025, China is projected to dominate the global humanoid robot market, with AgiBot leading with approximately 5,100 units (39% market share), followed by Unitree with about 4,200 units (32%), and UBTech with around 1,000 units [4] Group 4 - Despite challenges such as limited access to advanced AI chips and reliance on Western suppliers for high-end sensors, China's ability to overcome early obstacles has been underestimated [6] - The U.S. is criticized for its strategic neglect of embodied AI, focusing resources on a few private companies and lacking a comprehensive government policy [6] - The article calls for the U.S. to enhance its analytical capabilities regarding China's AI policies and progress, emphasizing the need for urgent action to avoid missing future industrial waves [6]