机器人‘新大脑’

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周一!大消息,英伟达宣布
中国基金报· 2025-08-24 16:09
Core Viewpoint - Nvidia is set to launch a groundbreaking AI product that is anticipated to significantly advance the field of robotics, as indicated by CEO Jensen Huang's message to robots about their "new brain" [4][6]. Group 1: New Product Launch - Nvidia will unveil a new AI product on Monday, which is expected to be a major breakthrough in the smart technology sector [4]. - The company previously showcased an open-source physical AI application and a robot vision reasoning model called Cosmos Reason at the SIGGRAPH conference on August 12, which allows robots to reason like humans and act in the real world [8]. Group 2: Market Impact and Financial Outlook - The upcoming Nvidia earnings report is viewed as a critical event for the market, especially as it relates to the AI investment sentiment that has driven stock market growth in recent years [10][11]. - Nvidia holds a significant position in the S&P 500 index, with a weight of nearly 8%, and approximately 40% of its revenue comes from major companies like Meta, Microsoft, Alphabet, and Amazon [10]. - Analysts remain optimistic about Nvidia, with at least nine analysts raising their target prices in the past week, resulting in an average target price exceeding $194, indicating a potential upside of about 9% from the recent closing price of $178 [12].