金磊 发自 凹非寺 量子位 | 公众号 QbitAI 真就一个大写的"哇塞"—— 智元的 灵犀X2 ，成了 全球首个 完成 韦伯斯特空翻 的机器人！ 要知道，韦伯斯特空翻是空翻里的进阶技巧，属于中高级水平。 一般完成这个动作，需要靠一条腿强有力地蹬地，另一条腿摆动带动身体翻转，对腿部爆发力和协调性要求更高。 而且啊，人类在抖音上也是以能完成这个动作为由头频发视频，例如 "重庆炫阳特技东哥" ： △ 图源：抖音"重庆炫阳特技东哥" 网友们看完灵犀X2的韦伯斯特空翻，也是在评论区纷纷打出那句famous的"名言"： 真男人必会韦伯斯特。 不过现在来看，这句话得改成 "真机器人，也得必会韦伯斯特" 了 。 稚晖君 还打趣说道： 灵犀X2成功做到了我都做不出的动作。 先来了解一下这个机器人 从官方的介绍来看，灵犀X2身高 1.3米 左右，全身有 25-31个自由度 （包括头部的2个自由度）。 由于这次完成韦伯斯特的灵犀X2去掉了头，因此应当是少了2个自由度。 从效果上来看，灵犀X2在运动方面的交互已经有着人类基本的水平，像 跑步 这样的基操，已经是可以应对各种各样的地形： 在无需导航的情况下，灵犀X2也可以完成 自主 ...

Group 1: ETF Performance - The liquidity of the Robot ETF managed by Jiashi has a turnover rate of 9.41%, with a transaction volume of 53.78 million yuan [3] - As of August 22, the Robot ETF has seen a net value increase of 83.61% over the past year, ranking 341 out of 2971 index equity funds, placing it in the top 11.48% [3] - Since its inception, the Robot ETF has recorded a highest single-month return of 25.78%, with the longest consecutive monthly gains being 3 months and a maximum increase of 37.12%, averaging a monthly return of 8.93% during rising months [3] Group 2: Top Holdings - As of July 31, 2025, the top ten weighted stocks in the CSI Robot Index include Keda Xunfei, Huichuan Technology, Stone Technology, Dahua Technology, Zhongkong Technology, Dazhu Laser, Shuanghuan Transmission, Robot, Ecovacs, and Julun Intelligent, collectively accounting for 48.86% of the index [3] Group 3: Industry Catalysts - Recent developments in humanoid robots include Nvidia's upcoming release of the "Robot New Brain" product on August 25, in collaboration with Foxconn to create humanoid robots, with a planned launch in November [5] - Zhiyuan Robotics has introduced the Lingchuang platform, significantly reducing the difficulty of motion choreography, while Boston Dynamics' humanoid robots have begun to operate autonomously [5] - TianTai Robotics has signed a global order for 10,000 embodied intelligent humanoid robots, scheduled for delivery by the end of 2026, targeting home care [5] - Tesla's Gen3 is expected to be finalized between October and November, with a shareholder meeting likely to showcase it, aiming for orders in Q4 2025 and mass production in early 2026, with a target of 1 million units by 2030 [5] Group 4: Market Outlook - The institution believes that 2025-2026 will be a year of mass production for both domestic and international markets, expressing a positive outlook on the humanoid sector, particularly on the supply chain of T-chain suppliers and leading humanoid core suppliers [6]

Group 1 - DeepSeek and Yushu Technology have been included in the 2025 Fortune China Technology 50 list, with DeepSeek's DeepSeek-R1 model scoring 88.5 in the MMLU benchmark test and achieving 163 million monthly active users as of June 2025, leading the global AI-generated content applications [2][5] - Yushu Technology sold 18,000 quadruped robots in 2024, capturing 23% of the global market share, ranking second globally, and received the 2025 Global Award from the World Intellectual Property Organization, showcasing its advantages in core robotics technology and intellectual property layout [2][5] - Vivo launched its first mixed reality headset, Vivo Vision, featuring dual 8K Micro-OLED displays and the Qualcomm Snapdragon XR2+ Gen 2 chip, weighing 398 grams, with no current sales date or price announced [2][5] Group 2 - Zhiyuan Robotics released the LinkCraft platform, a multi-modal content generation and editing tool for robots, which will have its beta version launched in October 2023 [4] - DeepSeek announced the release of its next-generation domestic chip, DeepSeek-V3.1, which features a hybrid reasoning architecture and improved efficiency compared to its predecessor [4][6] - OpenAI's Chief People Officer Julia Villagra has resigned after less than six months in the position [8] Group 3 - Intel is facing talent loss due to the cancellation of key projects, with companies like Samsung actively recruiting top engineers from Intel, particularly in advanced semiconductor packaging technology [9] - AI startup Anthropic is nearing a new funding round of up to $10 billion, doubling its previous target of $5 billion, with interest from several prominent investment firms [10] - Google disclosed that its AI chatbot Gemini consumes a median of 0.24 watt-hours per query, with significant improvements in energy efficiency over the past year [11] Group 4 - AWS CEO Matt Garman criticized the idea of replacing entry-level employees with AI, emphasizing the importance of experienced staff who grow from entry-level positions [12] - Elon Musk's company X has reached a preliminary settlement to pay $500 million in severance to 6,000 former Twitter employees [13] - Meta and Google have entered into a six-year cloud agreement valued at over $10 billion, allowing Meta to utilize Google Cloud's services [13] Group 5 - The Seed team launched the open-source large language model Seed-OSS, which has 36 billion parameters and excels in long-text understanding and reasoning tasks [14] - DeepSeek announced an adjustment in API interface calling prices, effective September 6, 2025, with the cancellation of night discounts [14][15] - Tencent Cloud's CodeBuddy IDE domestic version has officially entered public testing, supporting various latest models and tools for developers [15]

Group 1 - The development and application of robotics in China is continuously advancing, with a focus on 20 quality targets in the North Exchange, which have a total market value of 829.73 billion yuan as of August 22, 2025 [2][18][19] - The 2025 World Humanoid Robot Games will be held from August 14 to August 17 at the National Speed Skating Hall, showcasing the latest achievements in robotics technology [12] - Zhiyuan Robotics launched the "LinkCraft" platform, which simplifies the process of programming robot movements, making it accessible to non-professionals [14][16] Group 2 - The five major industries in the North Exchange saw average weekly gains, with high-end equipment, information technology, chemical new materials, consumer services, and pharmaceutical biology increasing by +5.20%, +6.76%, +4.49%, +5.58%, and +4.86% respectively [3][30] - The median P/E ratio for the high-end equipment industry decreased to 54.3X, while the information technology industry saw an increase to 104.8X [30][31] Group 3 - In the technology new industries, 153 companies experienced a median increase of +4.20% in stock prices, with total market value rising from 5014.59 billion to 5330.53 billion yuan [4][46][47] - The median P/E ratio for the smart manufacturing industry increased to 59.9X, while the electronic industry reached 68.6X [51][58] Group 4 - Several companies reported significant growth in their H1 2025 financial results, including Chunguang Intelligent with a net profit increase of 175.40%, and Tian Gang Co. with a 35.87% rise [5][68][69] - Kaite Co. plans to establish a joint venture to develop six-dimensional force sensors and other products for the robotics and automotive sectors [19][20][21]