2025 年 10 月 30 日星期四 【实时热点】 全球首款家务机器人开卖 【美国债市】 2 年期美债收益率涨 10.62 个基点报 3.592% 资料来源：BLOOMBERG、AASTOCKS、WIND、格隆汇、国元证券经纪（香港）整理 请务必阅读免责条款 1 证 券 研 究 报 告 美联储如期降息 25 个基点，鲍威尔强调 12 月降息"远非定 局" 美国拟加快生物仿制药审批进程 韩美达成贸易协议 韩国将对美投资 3500 亿美元 加拿大央行如期降息 25 个基点 北京证监局等六部门发布政策吸引中长期资金入市 谷歌 Q3 营收首破千亿 微软 Q1 营收净利双超预期 OpenAI 目标在 2027 年上市，估值可能高达 1 万亿美元 英伟达成史上首个市值突破 5 万亿美元的公司 5 年期美债收益率涨 10.01 个基点报 3.704% 10 年期美债收益率涨 9.82 个基点报 4.074% 【经济数据】 | 重要指数 | 收市价 | 涨跌(%) | 海外市场重要指数 | 收市价 | 涨跌(%) | | --- | --- | --- | --- | --- | --- | | 波罗的海干散货 | 195 ...

Core Insights - The countdown of five years has begun for robots to enter the real world, taking over not just household tasks but also roles in factories, warehouses, and data centers, marking the start of a significant revolution with the activation of a "self-evolution flywheel" [1][2][21] Group 1: Predictions and Implications - Sergey Levine predicts that by 2030, robots will be able to independently manage entire households, functioning like domestic helpers [2][3] - The "self-evolution flywheel" is seen as a signal that household tasks are just the beginning, with larger impacts expected in blue-collar economies and manufacturing [2][21] - The transition from demonstration to real-world application is supported by advancements in Robot Foundation Models and practical feedback [4][16] Group 2: Technological Advancements - The π (0.5) model has enabled robots to perform complex household tasks in previously unseen environments, showcasing their operational capabilities [4][10] - The VLA (Vision, Language, Action) model is crucial for enabling robots to process continuous actions and adapt to real-world tasks, moving beyond simple hard-coded instructions [17][20] - Robots have demonstrated emergent capabilities, such as adapting their actions based on real-time feedback, which enhances their learning and operational efficiency [20] Group 3: Economic Impact - The cost of robots has decreased by over 50% in the past 30 years, making automation more accessible and efficient, particularly in repetitive tasks [24][30] - The integration of robots into various sectors, including manufacturing and warehousing, is expected to significantly alter labor markets and economic structures [35] - The partnership between humans and robots in the short term will yield substantial benefits, while long-term automation may reshape labor, education, and wealth distribution [35][36]