记者 毛锦伟 昨天，"2025第四届北外滩网络安全论坛暨网数智安全前沿科技与装备展"在上海世界会客厅启幕。 今年的论坛和展会上，与蓬勃发展的人工智能和其面临的风险防控相关的话题备受关注。 作为论坛的重要组成部分，网数智安全前沿科技与装备展先声夺人。展会以"人工智能+安全"为核 心切入点，通过全景式、沉浸式展示体验，集中呈现网数智安全领域的前沿装备、核心技术能力及典型 应用案例。由上海人工智能研究院孵化的两家企业现场展现的装备，吸引了不少参观者的目光："灵境 智源"带来的国产端侧算力平台不仅可以提供高达1500TOPS的稠密算力，还可支持国产操作系统+实时 核+机器人操作系统，实现全栈自主可控；而"灵巧智能"则展现了其开发的一款机械"灵巧手"。参观者 们饶有兴致地在与机械手相连的镜头前做出各种手部动作，而一旁的机械手则一一同步复刻出来，准确 程度让人惊叹。 同步进行的论坛设置了院士专场、专家演讲、圆桌对话、专业分论坛等多个专题环节，专家和行业 人士围绕网络空间安全新趋势、人工智能安全应用、关键信息基础设施防护、区块链技术发展与应用、 网络安全与人工智能全球治理等多个议题展开深度研讨。 此外，论坛特别开设区块链安 ...

Core Insights - The 2025 Global Intelligent Robot Development Conference was held in Guangzhou, attracting top industry organizations from nearly 30 countries and regions, focusing on technological frontiers, industrial empowerment, and international cooperation [1] - The conference featured keynote speeches from renowned experts and representatives, covering topics such as humanoid robot applications, advancements in artificial intelligence, smart manufacturing, and the integration of AI with robotics [1] - Nearly 20 cutting-edge intelligent robots were showcased at the event, demonstrating various capabilities including high-precision operations, cooking, agile movements, and interactive experiences [1] Industry Developments - The establishment of the International Robot Organization Alliance's Investment and Financing Committee and the Guangdong Robot Association's Guangzhou Office in Baiyun District signifies a new phase of resource aggregation and symbiosis in the intelligent robot industry [2]

Core Insights - The investment interest in humanoid robots is shifting from manufacturers to upstream components, particularly in the dexterous hand segment, which is gaining significant attention from capital markets [5][8][23] - The dexterous hand industry is experiencing a surge in financing, with notable rounds reported, including over 100 million RMB for Lingxin Qiaoshou's seed round and nearly 100 million RMB for other companies [6][11] - There is a divergence of opinion among investors regarding the maturity and potential of the dexterous hand technology, with concerns about its technological readiness compared to humanoid robots [8][23] Industry Trends - The dexterous hand market is characterized by various technological routes, including linkage, tendon, linkage + tendon, and servo mechanisms, each with distinct advantages and challenges [13][18] - Companies are increasingly focusing on achieving high degrees of freedom in their dexterous hands, with some products reaching up to 42 degrees of freedom [12][15] - The market is seeing established humanoid robot manufacturers launching their own dexterous hand products, while startups are accelerating their financing efforts [16][17] Investment Landscape - The financing landscape for dexterous hands is marked by a mix of optimism and skepticism, with some investors viewing the current enthusiasm as a bubble [9][27] - Investors are more focused on short-term returns and the stability of customer bases when considering investments in dexterous hand companies, contrasting with the long-term vision often associated with humanoid robot manufacturers [26][27] - The lack of a clear valuation framework and the early-stage nature of the technology contribute to the uncertainty in investment decisions [23][27] Technical Challenges - The development of dexterous hands faces significant technical hurdles, including balancing high degrees of freedom with stability, and the complexity of hardware and software integration [18][19] - The industry is still grappling with the early-stage development of tactile sensors, which are crucial for the functionality of dexterous hands [21][19] - There is a need for standardization in sensor technology to facilitate collaboration and data sharing among companies in the dexterous hand sector [21][20]