Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The report emphasizes the continuous recommendation of domestic investment opportunities due to increasing external technology controls and the ongoing promotion of domestic innovation policies, indicating a clear trend towards self-sufficiency in key technologies [6][13] - The performance of leading domestic computing companies is showing significant revenue growth, validating the trend of domestic industrial development [7][14] Summary by Sections Weekly Perspective - The report highlights the sustained recommendation of domestic investment opportunities, noting a decline in the CSI 300 index by 2.22% and a 5.61% drop in the computer index during the week of October 13-17, 2025 [5][12] Company Dynamics - Haiguang Information reported a revenue of 40.26 billion yuan for Q3 2025, marking a year-on-year growth of 69.60% and a net profit of 759.99 million yuan, up 13.04% [16] - Cambricon Technologies achieved a revenue of 1.727 billion yuan in Q3 2025, with a staggering year-on-year increase of 1332.52%, and a net profit of 567 million yuan, indicating a strong turnaround [14] Investment Recommendations - Key domestic software companies recommended include Kingsoft Office, Dameng Data, and others, while leading domestic computing companies such as Haiguang Information and Sugon are also highlighted for their growth potential [8][15]

10月10日消息，Figure宣布上新，推出了第三代AI人形机器人。 产品更新的主要突破点是感官套件和手部系统，Figure的工程师在软硬件领域均做了调整，用于实现 Helix - Figure 专有的视觉-语言-动作 AI。简单来说， Figure03 给机器人手指都装上了"眼睛"，卷起来了。 今日最新消息，英特尔推出机器人AI套件，据称，研发团队可借此在更低风险下评估、适配和扩展机器人方案，从而降本增效。 英特尔此举可以说是闻风而至，紧跟Figure 03 的结构性更新，给机器人厂商和企业之间搭了一座桥。 具身智能也需要提高"认知" Figure宣称，Figure 03 改进了无线充电、语音推理音频系统以及电池安全，使其在家庭环境中用起来更加方便和安全。在打消用户群体安全顾虑的同时， Figure主要提升了机器人的感知流。 Figure设计了新一代视觉系统，用于实现高频的视觉运动，在新摄像头架构中，03捕捉的帧率提升了一倍，延迟降低了四分之一，每个摄像头的视野也扩大 了 60%，但在外形上保持了紧凑。 这种架构有着更大的景深，为 Helix 提供了更密集、更稳定的感知流。这对于在家庭等复杂、杂乱的空间中进 ...