【导读】春晚机器人"刷屏"，港股机器人板块逆市走强 中国基金报记者 晨曦 大家好！上午港股市场不振，机器人板块逆市猛涨，引发关注。 2月20日上午，港股机器人概念股集体走高。截至午间收盘，首程控股涨超11%，报2.34港元/股。 据悉，2026年马年春晚圆满落幕，首程控股投资和服务企业松延动力、宇树科技、银河通用三家企业同 台亮相，在国家级舞台上展现了中国机器人产业在不同细分赛道的技术积淀与落地能力。目前，首程控 股已系统性布局宇树科技、云深处、银河通用、加速进化、星海图、星动纪元、松延动力等行业头部企 业。 越疆机器人同样登上了今年的央视春晚舞台。2026年央视春晚微音乐剧《每道光》中，越疆智能科技有 限公司生产的协作机器人惊艳亮相。据悉，越疆机器人是全球协作机器人领军企业，全球累计部署量超 10万台，位居中国第一、全球前二，产品覆盖15大行业、200余个智能制造场景。 人形机器人龙头优必选，上午一度大涨13%，截至午间收盘涨6.74%。 越疆盘中一度涨超22%，截至午间收盘涨19.2%，报47.56港元/股。 | 最高:156.4 | 今开:142.0 | 成交量:591.48万股 | | --- | - ...

Core Viewpoint - The Hong Kong stock market is experiencing a downturn, but the robotics sector is showing strong performance, particularly following the 2026 Spring Festival Gala where various robotics companies showcased their technologies [1]. Group 1: Robotics Sector Performance - On February 20, the robotics concept stocks in Hong Kong collectively rose, with Shoucheng Holdings increasing over 11% to HKD 2.34 per share [2]. - Yuanzhi Robotics saw a significant increase, with a peak rise of over 22%, closing up 19.2% at HKD 47.56 per share [3]. - UBTECH, a leader in humanoid robotics, experienced a rise of 6.74% during the morning session [4]. - Hesai Technology's stock rose nearly 6.7%, closing at HKD 215.2 per share [5]. - Sanhua Intelligent Control also saw a rise of over 6% during the morning session [6]. Group 2: Industry Insights and Future Outlook - The 2026 Spring Festival Gala has been referred to as a "Technology Spring Festival," highlighting the participation of various robotics manufacturers, which has drawn significant market attention [6]. - According to Dongwu Securities, the advancements in core robotic capabilities are crucial for the industry's transition from experimental phases to practical applications in factories [6]. - The period from 2021 to 2025 is seen as the development phase for the robotics industry, with expectations for large-scale production to begin in 2026, particularly from Tesla and leading domestic companies [6]. - Investment focus is expected to narrow down to companies with true mass production capabilities and integration into the supply chain [6].

消息面上，2026年马年央视春晚，是"机器人含量"最高的一届。宇树科技等多家机器人公司纷纷亮相。 值得一提的是，宇树两款人形机器人全部搭载了禾赛JT128激光雷达，几十台宇树G1机器人与一台H2机 器人一同在台上秀出"赛博真功夫"。据悉，作为当前搭载具身智能机器人最畅销的迷你型 360°激光雷 达，禾赛 JT 系列激光雷达累计交付量已突破20万颗，成功应用于多款具身智能机器人产品。 智通财经APP获悉，禾赛-W(02525)高开逾5%，截至发稿，涨5.05%，报212港元，成交额1077.81万港 元。 ...

Group 1 - Meta Platforms is expanding its partnership with NVIDIA by purchasing billions of dollars worth of chips and hardware to enhance its AI capabilities, planning to use millions of NVIDIA Blackwell and Rubin GPUs, as well as Grace and Vera CPUs for data center construction [2] - This collaboration is part of Meta's initiative to rapidly scale its AI data center infrastructure, with NVIDIA assisting in improving WhatsApp's services and jointly designing Meta's next-generation AI models [2] Group 2 - Yushun Technology showcased two humanoid robots equipped with Hesai's JT128 LiDAR at the Spring Festival Gala, highlighting the collaboration between Yushun's AI positioning algorithms and Hesai's LiDAR technology [3] - Hesai's JT series LiDAR has delivered over 200,000 units and is currently the best-selling mini 360° LiDAR for humanoid robots [3] Group 3 - Apple is accelerating the development of three new wearable devices, including smart glasses and a pendant, as part of its strategy to transition to AI-driven hardware, with a focus on integrating Siri digital assistant functionalities [3] - Each device will connect with Apple's iPhone and utilize a diverse camera system to enhance user interaction [3] Group 4 - Tesla is recruiting AI chip design engineers in South Korea, as announced by CEO Elon Musk, indicating the company's focus on expanding its AI capabilities in the region [4]

Industry News - The total box office for the 2026 Spring Festival film season (including pre-sales) has exceeded 1.5 billion yuan, with "Fast Man 3," "Silent Awakening," and "Boonie Bears: Year of the Bear" ranking as the top three films [1] - The total box office for the 2026 fiscal year has surpassed 4 billion yuan [1] - According to the China Academy of Information and Communications Technology, by the end of 2025, a total of 748 generative AI services have completed registration in China [1] - The report indicates that the governance of artificial intelligence in China is evolving rapidly, characterized by small-scale, scenario-based, and refined features, gradually establishing an agile governance system [1] Company News - Songyan Power announced that it has completed the full process of developing its bionic humanoid robot, including three iterations, within two months since the decision to feature it in the Spring Festival Gala [2] - The core technological breakthroughs focus on the underlying architecture of the bionic face, enhancing its stretchability and durability by adding polymer materials to platinum silicone, and incorporating 32 motors for movement within a compact space [2] - In 2025, Songyan Power has already introduced its bionic face products into various commercial scenarios, such as guided tours [2] - Hesai Technology reported that its JT128 LiDAR is equipped in both models of the Yushu humanoid robots, showcasing their capabilities in a performance [2] - The cumulative delivery of Hesai's JT series LiDAR has surpassed 200,000 units, successfully applied in multiple embodied intelligent robot products [2]

Box Office Performance - The 2026 Spring Festival box office exceeded 1.6 billion, with "Flying Life 3," "Silent Awakening," and "Boon Year" ranking as the top three films [2] - On the first day of the Lunar New Year, over 569,000 screenings were held, setting a new record for single-day screenings in history [2][3] Financing and Valuation - Kimi completed over $1.2 billion in financing, with a valuation doubling to over $10 billion [2] - The latest financing round was led by existing shareholders including Alibaba and Tencent, indicating strong investor confidence in Kimi's growth potential [2] AI Shopping and Engagement - Over 130 million people experienced AI shopping for the first time during the Spring Festival, with AI ticket orders increasing by 372 times [2] - Doubao, an AI assistant, achieved 1.9 billion interactions on New Year's Eve, surpassing competitors in app store rankings [2] Company Financials - iFlytek reported operating receipts exceeding 27 billion, with cash flow reaching a record high of 3 billion, marking a 28% year-on-year increase [6] - The gross profit of its open platform model increased by 244%, with a user base of over 100 million for its AI marketing overseas [6] Robotics and Technology Developments - Yushun Technology aims to deliver 10,000 humanoid robots this year, showcasing advancements in autonomous control technology [8] - The Spring Festival featured a high concentration of robots, highlighting the development of China's robotics industry [8] Market Trends and Predictions - Tesla's Cybercab is set to begin production in April 2026, reflecting the company's commitment to innovative transportation solutions [15] - Apple is accelerating the development of three new wearable devices, including AI-driven smart glasses, as part of its strategy to integrate AI into hardware [16] IPO Activity - A total of 143 companies have submitted IPO applications in Hong Kong this year, with expectations for a robust market ahead [16]

男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 今日优选 伊朗外长：伊美就谈判指导原则达成一致 英伟达和Meta建立多年战略合作伙伴关系 月之暗面寻求以100亿美元估值进行新一轮融资 豆包App登顶苹果App Store中国区免费榜 禾赛科技激光雷达搭载于宇树春晚机器人 市场盘点 周二，美元指数倒V反转，随着风险情绪修复、美股转涨，美元指数回吐日内大部分涨幅，最终收报97.12点。美债收益率走高，基准的10年期美债收益率收 报4.062%，对美联储政策利率敏感的2年期美债收益率收报3.437%。 由于美元在亚洲大部分地区因农历新年休市期间反弹，贵金属承压。现货黄金连续两个交易日走低，日内一度跌近150美元，创逾一周新低，最终收跌 2.27%，报4877.6美元/盎司；现货白银盘中下破72美元/盎司，为2月6日以来新低，最终收跌4.1%，报73.48美元/盎司。 在伊朗外交部长称与美国的核谈判取得进展后，国际原油跳水。WTI原油冲高回落，一度跌破62美元关口，最终收跌2.17%，报62.22美元/桶，为两周来低 位；布伦 ...

格隆汇2月17日｜禾赛美股盘初一度大涨超9%，报28.21美元。消息面上，宇树科技登陆马年春晚舞 台。据悉，宇树两款人形机器人全部搭载了禾赛JT128激光雷达，几十台宇树G1机器人与一台H2机器人 一同在台上秀出"赛博真功夫"，几十颗禾赛激光雷达与其同台闪耀，科技感十足。几十台人形机器人实 时协同、超低同步延迟，背后是宇树科技自研AI融合定位算法与禾赛JT激光雷达的联手。作为当前搭 载具身智能机器人最畅销的迷你型360°激光雷达，禾赛JT系列激光雷达累计交付量已突破20万颗，成功 应用于多款具身智能机器人产品。 ...

Group 1 - The core event featured humanoid robots from Yushu Technology, showcasing their capabilities on the stage of the Spring Festival Gala, equipped with Hesai's JT128 LiDAR technology [1] - The performance included synchronized movements of multiple robots, demonstrating advanced coordination and precision, with the ability to perform complex actions like flips and martial arts [5][7] - The collaboration between Yushu Technology's AI algorithms and Hesai's LiDAR technology effectively addressed motion error accumulation, ensuring seamless execution of the performance [9] Group 2 - Hesai Technology's JT series LiDAR has achieved cumulative deliveries exceeding 200,000 units, becoming a popular choice for humanoid robots and facilitating their transition from laboratories to households [13] - Hesai Technology is recognized as a leader in three-dimensional perception technology, driving advancements in robotics, autonomous driving, and smart industries, while also contributing to the foundational infrastructure of physical AI [17] - The integration of LiDAR technology is becoming a standard safety feature in vehicles and is igniting the next wave of physical AI innovations, with Hesai Technology committed to partnering with firms like Yushu Technology for future developments [17]

Core Viewpoint - Hesai Technology's JT series LiDAR has achieved cumulative deliveries exceeding 200,000 units, marking a significant milestone in the field of robotics and AI infrastructure [11]. Group 1: Product Performance - The humanoid robots from Yushu Technology showcased at the Spring Festival Gala utilized Hesai's JT128 LiDAR, demonstrating impressive capabilities such as flips, martial arts, and synchronized movements [5][8]. - The collaboration between Yushu Technology's AI fusion positioning algorithm and Hesai's JT LiDAR effectively addresses motion error accumulation in long sequence performances, ensuring precise and synchronized actions [5]. Group 2: Market Impact - Hesai's JT series LiDAR is currently the best-selling mini 360° LiDAR for embodied intelligent robots, facilitating the transition of robotic technology from laboratories to households [11]. - As a leader in three-dimensional perception technology, Hesai Technology is accelerating advancements in robotics, autonomous driving, and smart industries, positioning itself as a key builder of physical AI infrastructure [12]. Group 3: Future Outlook - LiDAR technology is becoming a standard safety feature in vehicles and is igniting the next wave of physical AI innovation. Hesai Technology aims to continue its partnership with Yushu Technology and other strong allies to embrace a vibrant future in intelligence [13].