一是英伟达。据新华社报道，美国总统特朗普8日表示，美国将允许英伟达向中国"经批准的客户"出售 H200人工智能芯片，芯片销售收入的25%将上缴美国政府。 对此，英伟达方面回应道："向商业客户供应H200是一种值得肯定的举措。" 二是特斯拉。在上周末的一场"擎天柱"Optimus人形机器人互动活动中，机器人在失去平衡向后摔倒的 过程中，双手上抬，做出抓握动作，被怀疑是模仿操作员摘下VR头显。 三是谷歌。在Android XR特别发布会上，谷歌集中展示了Galaxy XR新功能，并披露AI眼镜项目最新进 展、应用场景及多项新技术。谷歌表示，其与三星、Warby Parker和Gentle Monster合作的AI眼镜将于明 年上市。 今天，海外三大科技公司传来重要消息。 不过，从各大宽基指数来看，当前距离上方压力位均不远，所以要做好反弹空间暂时不大的准备。 而在国内知名公司方面，也传来了重要消息。 一是智谱AI"掀桌子"了，宣布开源其核心AI Agent模型——AutoGLM。智谱将手机Agent开源，意味着 未来可能实现"人人都可以打造豆包手机"。 12月1日，豆包手机助手发布技术预览版并搭载于nubia M1 ...

每经编辑｜许绍航 12月8日消息，在上周末美国迈阿密举办的一场演示活动中，特斯拉派出"擎天柱"Optimus人形机器人与参观者互动。 在互动中，机器人尝试递送瓶装水，但由于动作过快，导致手中水瓶掉落，并且机器人失去平衡向后摔倒。 然而真正引发外界关注的并非摔倒本身，而是机器人在倒下过程中做出的特定手部动作，该动作与远程操作员在慌乱中摘下VR头显的动作极为相似。 图：机器人在倒下过程中做出的特定手部动作，来源：红星资本局 就在不久前，特斯拉CEO马斯克还曾激烈反驳外界关于Optimus演示依赖远程操控的说法，他特别强调一段 Optimus 表演功夫的最新演示"完全由AI驱动， 非远程操控"。 目前，特斯拉机器人摔倒疑似"露馅"一词已冲上百度热搜，对于这一事件，特斯拉官方尚未做出回应。 值得一提的是，马斯克相当重视特斯拉机器人的发展，曾多次在个人社交平台上转发有关"擎天柱"的最新动态。 10月4日，马斯克在社交平台X上发布了一段该公司开发的人形机器人"擎天柱"学习中国功夫的视频。在该条视频评论区，有网友提问"擎天柱"是由远程操 控还是人工智能（AI）驱动的。马斯克回应称，"AI，而非遥控操作"。 12月3日，马斯 ...

Core Viewpoint - The trend towards robot lightweighting is becoming a consensus in the industry, driven by the need for improved performance such as endurance and response speed, as exemplified by Tesla's Optimus Gen2 robot which has reduced weight and increased speed compared to its predecessor [1] Group 1: Lightweighting Materials - Magnesium alloy is identified as an ideal lightweight material for robots, with a density of 1.74g/cm3, which is about two-thirds that of aluminum and less than a quarter of steel, providing significant lightweighting advantages [2] - A new magnesium alloy robot launched by Estun at the 2024 World Intelligent Manufacturing Conference demonstrated a weight reduction of approximately 33% for similar components compared to aluminum alloy, and an overall weight reduction of 11% [2] - Lijin Technology has signed a strategic cooperation agreement with four companies specializing in magnesium alloys and humanoid robot development to initiate a joint research project focused on magnesium alloy humanoid robots [2][3] Group 2: Technological Advantages - Magnesium alloy offers three main advantages for lightweighting in robots: superior weight reduction compared to aluminum, cost advantages due to low raw material prices, and the applicability of semi-solid processes to address corrosion resistance [3] - A joint research center will be established to focus on key technologies such as magnesium alloy shell forming, process optimization, and lightweight structural design [3] Group 3: Industry Growth Potential - Elon Musk has expressed confidence in the humanoid robot industry's growth potential, predicting that Tesla's Optimus robot will achieve mass production at a low cost, with a target output of millions of units priced potentially under $20,000 [5] - According to optimistic forecasts, global humanoid robot sales could reach 900,000 units by 2029 and exceed 1.5 million units by 2030, with projections of 8 million units by 2035 as the industry matures [6] - Dongwu Securities noted that the adoption rate of magnesium alloys in humanoid robots is expected to outpace that in the automotive sector due to various factors, including lower corrosion resistance requirements in ToB scenarios and the smaller size and weight of robot components [7]