Market Overview - Global stock markets are experiencing an upward trend, with the Nikkei 225 and KOSPI indices both rising over 2% and reaching historical highs. The Shanghai Composite Index opened strong, increasing over 1% and approaching 4000 points, while the Hang Seng Index jumped 1.05% [1] US-China Talks - Recent US-China talks have shown positive progress, with US officials indicating that discussions have reached a stage conducive to a productive meeting between leaders. Agreements include China's commitment to delay export controls on rare earths and a consensus on soybean purchases [2] Economic Data - China's industrial profits for the first nine months of the year totaled 53,732 billion yuan, reflecting a year-on-year growth of 3.2%. In September alone, profits increased by 21.6%, up from 20.4% in the previous month, indicating a robust economic environment [3] Technology Sector - The technology sector is attracting investment, with companies like Baidu and Alibaba leading the AI cloud market. Baidu's stock rose over 6%, while Alibaba's increased by over 3% [4] - In the semiconductor space, significant advancements in photoresist technology have been reported, benefiting companies like Huahong Semiconductor and SMIC, with stock prices rising [4] Automotive and Robotics - Tesla has introduced a new neural network system called "World Simulator" aimed at enhancing its autonomous driving and robotics projects. This system allows AI to learn driving scenarios equivalent to 500 years of human experience in a single day [5] - The release of a new ultra-bionic intelligent robot by Yujian Robotics has garnered attention, showcasing advanced physical effects and targeting the global cultural and educational markets [5] Energy Sector - The compact fusion energy experimental device in Hefei is expected to be completed by 2027, potentially marking a significant milestone in fusion power generation. Companies like Tiangong International have made progress in key production processes, leading to a stock increase [6] High Voltage Power Investment - The initiation of the ±800kV flexible direct current project in the southeastern Tibet to the Greater Bay Area is expected to boost high-voltage power investment, with companies in this sector likely to see steady growth in performance [8] PCB Market - 建滔积层板 has reported a revenue increase of 11% year-on-year, driven by rising demand for PCB products. The company is also advancing in high-end product development, with plans for new production lines expected to come online in the coming years [9][10]

公司负责人介绍，在历史价值层面，项目通过具身智能技术让古生物"行走、呼吸与低鸣"，将深时历史 以可感知的"身体化"方式带入现实。这不仅把学术假说转化为可演示、可讨论的动态证据，推动了古生 物复原研究从"形态像"到"行为可讨论"的飞跃；更以机器人作为动态替代，在保护化石的同时，将复杂 生态过程转化为可精准控制的教学场景。这一成功强力拉动了"软硬结合"的产业链，向上拉动高端制造 和新材料研发，向下催生数字IP和互动内容创作。项目向市场证明，具身智能不是空中楼阁，而是能直 接创造客流、提升消费、产生稳定现金流的盈利引擎。 业内人士认为，越疆通过"复活"中华龙鸟，不仅打造了超仿生智能体，更构建了可复制的具身智能商业 范式，为撬动千亿元市场、推动整个行业的商业化与规模化发展铺平了道路。 项目独创的"硬件轮转、内容复用"轻资产模式，依托同一技术平台，通过更换外观即可快速"复活"其他 古生物或IP。这种强大的复制能力大幅降低了边际成本，为进军全球文旅和教育市场提供了清晰、可复 制的盈利模型。 本报讯(记者贾丽)日前，深圳市越疆科技股份有限公司(以下简称"越疆")宣布"复活"中华龙鸟，成功实 现了具身智能技术的规模化商业落地 ...

消息面上，10月27日，越疆机器人发布全球首个超仿生具身智能体，是机器人领域首次跨界运用物理特 效打造的产品。在官方视频中，展示出了一只神态动作兼备的中华龙鸟机器人，并出现了眨眼、扭头、 摆尾等动作。据新浪科技报道，该项目主要面向全球文旅、教育市场，是越疆机器人通过"硬件轮转、 内容复用"的轻资产运营模式，尝试以模板化复制能力，进入到消费级市场。 越疆(02432)尾盘涨超7%，截至发稿，涨7.23%，报51.15港元，成交额1.32亿港元。 甬兴证券此前指出，2025年上半年，尽管面临复杂的宏观经济环境及关税与贸易政策方面的不确定性， 公司以"协作机器人智能化升级+具身智能机器人创新"双轮战略为引擎，在产品与技术创新方面实现突 破，并保持了业绩的持续增长。该行看好公司在具身智能领域的布局和推进。 ...

智通财经APP获悉，越疆(02432)尾盘涨超7%，截至发稿，涨7.23%，报51.15港元，成交额1.32亿港元。 消息面上，10月27日，越疆机器人发布全球首个超仿生具身智能体，是机器人领域首次跨界运用物理特 效打造的产品。在官方视频中，展示出了一只神态动作兼备的中华龙鸟机器人，并出现了眨眼、扭头、 摆尾等动作。据新浪科技报道，该项目主要面向全球文旅、教育市场，是越疆机器人通过"硬件轮转、 内容复用"的轻资产运营模式，尝试以模板化复制能力，进入到消费级市场。 甬兴证券此前指出，2025年上半年，尽管面临复杂的宏观经济环境及关税与贸易政策方面的不确定性， 公司以"协作机器人智能化升级+具身智能机器人创新"双轮战略为引擎，在产品与技术创新方面实现突 破，并保持了业绩的持续增长。该行看好公司在具身智能领域的布局和推进。 ...