Core Viewpoints - Oracle has raised its cloud infrastructure revenue forecast, reflecting strong demand driven by AI, with FY1Q26 cloud infrastructure revenue reaching $3.3 billion, a 55% year-on-year increase [2][3] - The company's remaining performance obligations (RPO) reached $455 billion, up $317 billion from the end of last year, marking a 359% year-on-year growth [2][3] - The growth in orders is primarily attributed to data center-related orders from clients such as OpenAI, xAI, Meta, and NVIDIA [2][3] Key Events and Commentary Event 1 - AI Computing Power - Oracle has adjusted its OCI growth expectations, forecasting a 77% increase in IaaS revenue to $18 billion for FY2026, with subsequent years projected to reach $32 billion, $73 billion, $114 billion, and $144 billion [2][3] - The demand for AI computing power is identified as a high-certainty growth investment theme, with a focus on AI liquid cooling, power generation, and cooling segments [2][3] Event 2 - Humanoid Robots - Tesla is finalizing the design of its Optimus V3 humanoid robot, which will feature dexterous hands similar to humans [3][5] - The humanoid robot sector is still in its early stages, with a focus on technological advancements and market liquidity, presenting long-term investment opportunities [3][5] Industry Dynamics & Company News - Industry dynamics include the establishment of a new technology company in Fujian focused on robotics and the introduction of a "robot town" at the Bund conference [5][6] - Government initiatives are pushing for the development of national standards for humanoid robots and the implementation of AI in various sectors [5][6] Investment Insights - For humanoid robots, focus on companies with strong supply chains and market positions, while also identifying incremental opportunities in the sector [7] - In AI infrastructure, key segments include AI liquid cooling, power generation, and cooling systems, with specific companies highlighted for investment [7][8]

Group 1 - The core viewpoint is that Haier's home service robot, HIVA, has reached a mature product stage and will gradually advance its application in both B-end and C-end life scenarios under conditions of technological and safety maturity [1] Group 2 - Haier Smart Home announced on September 10 that the product form of the home service robot HIVA has basically matured [1] - The company plans to promote the application of the robot in various life scenarios as technology and safety become more advanced [1]

格隆汇9月10日丨海尔智家(600690.SH)在互动平台表示，海尔智家2021年就重点布局了家庭机器人产 业，依托海尔智慧家庭生态，致力于为用户实现"无人家务"的美好愿景，通过家庭机器人+应用场景， 打造"AI生活，智慧万家"的服务机器人产品矩阵，致力于为用户提供更加智能化、便捷化的服务机器人 产品和服务，助力智慧家庭的实现 。目前家庭服务机器人HIVA海娃机器人产品形态已基本成熟，未来 会在技术性、安全性成熟的条件下逐步推进在B端、C端等生活场景的应用。 ...

海尔智家9月10日在互动平台表示，目前家庭服务机器人HIVA海娃机器人产品形态已基本成熟，未来会 在技术性、安全性成熟的条件下逐步推进在B端、C端等生活场景的应用。 ...