详细会议介绍参看往期文章： （点击蓝字跳转） 以下文章来源于CAAI认知系统与信息处理专委会 ，作者宁乐晨 一文看懂2025智能机器人关键技术大会（IRCTC）全景！专家报告、学术征文、青年交流全揭晓！ CAAI认知系统与信息处理专委会 . 展览展示｜抢位2025智能机器人关键技术大会！高曝光商务合作虚位以待，共赴解锁新机遇 CAAI认知系统与信息处理专委会成立于2014年，胡德文教授担任专委会主任，孙富春教授担任荣誉主 任，方斌教授担任秘书长。专委会不断吸纳业界人才，会员1000余名。创建了"认知系统与信息处理国 际会议"、"机器人智能论坛"等品牌活动。 9大期刊联合征文｜投稿2025智能机器人关键技术大会，年底正刊发表！ 在本学期选修方老师的《机器人与大模型》课程期间，我有幸通过一系列互动性强的机器狗操作实验 —— 如夹取小球演示、对话交互和机器狗控制 —— 不仅亲身体验了机器狗的灵活性和智能行为，还深 刻领悟了具身智能如何将抽象算法转化为物理世界的行动感知，从而在理论与实践层面完整展现了人工 智能的具身化发展。 同时，参与上海张江机器人创新比赛的经历，使我得以实地考察国内顶尖科技公司（如宇树科技、灵心 ...

点击下方 卡片 ，关注" 具身智能 之心 "公众号 作者丨 Xiaoxiao Long等 编辑丨具身智能之心 本文只做学术分享，如有侵权，联系删文 >> 点击进入→ 具身智能之心 技术交流群 更多干货，欢迎加入国内首个具身智能全栈学习社区 ： 具身智能之心知识星球 (戳我) ， 这里包含所有你想要 的。 出发点与工作背景 本综述聚焦具身智能在机器人研究中的前沿进展，指出实现强大具身智能的关键在于物理模拟器与世界模 型的整合。物理模拟器提供可控高保真环境用于训练评估机器人智能体，世界模型则赋予机器人环境内部 表征能力以支持预测规划与决策。 文中系统回顾了相关最新进展，分析了两者在增强机器人自主性、适应性和泛化能力上的互补作用，探讨 了外部模拟与内部建模的相互作用以弥合模拟训练与现实部署的差距。此外，还提及维护了一个包含最新 文献和开源项目的资源库，网址为https://github.com/NJU3DV-LoongGroup/Embodied-World-Models-Survey， 旨在为具身 AI 系统的发展提供全面视角并明确未来挑战。 一些介绍 随着人工智能与机器人技术的发展，智能体与物理世界的交互成为研 ...

如果您希望可以时常见面，欢迎标星收藏哦~ 回顾 NVIDIA 过去十余年的 AI 布局，不难发现它始终走在浪尖上：十二年前，NVIDIA率 先将GPU引入语音识别和图像识别领域，凭借CUDA与 TensorRT 等软件栈，奠定了深度学 习训练与推理的硬件基石；近五年，生成式 AI 持续发力，NVIDIA 的多卡并行训练、混合 精度加速和分布式系统设计，支撑起 ChatGPT 级别的文本对话和图像、视频生成工具， 使"AI 会看、会写、会画、会播"成为日常。 目前，AeiRobot、Foxlink、光轮智能与 NEURA Robotics 等企业已在其 ALICE4、工业机械臂 与家庭自动化项目中率先采用这一模型，显著提升了抓取、放置与灵活作业的成功率与效率。 NVIDIA的这一开源策略不仅降低了入门门槛，也为上下游整机厂商与二次开发者提供了统一的底 层架构，使得同一套模型能够在不同场景中高效复用，避免了重复开发带来的成本浪费。 此外，包括 Agility Robotics、波士顿动力、傅利叶、Foxlink、银河通用、Mentee Robotics、 NEURA Robotics、General Roboti ...

Group 1 - Cyngn's shares surged for the second consecutive day following the announcement of a collaboration with Nvidia [1][3] - The partnership will utilize Nvidia's Isaac robotics platform to enhance the development of self-driving industrial vehicles in real-world environments [2][3] - Cyngn's CEO emphasized that the collaboration aligns with the company's mission to create advanced autonomous vehicles that provide real-world return on investment for industrial operators [2] Group 2 - The company is selling nearly 3 million shares and pre-funded warrants at $5.01 each to a single institutional investor, which was the closing price before the stock's significant rise [2][3] - Following the news, Cyngn's stock price increased by 171% and continued to rise by an additional 60% to reach $21.80 [2][3] - The funds raised from the stock sale will be used for general corporate purposes and working capital [3]

一则利好消息彻底引爆。 26日晚间，美股三大指数震荡走强，微型自动驾驶技术公司Cyngn股价一度暴涨超539%，多次触及熔断。消息 面上，该公司被英伟达的博客文章提及，其被列为使用英伟达Isaac平台开发工业应用自动解决方案的创新企 业之一。另外，该公司在 Automatica 2025 机器人与自动化展会上宣布与英伟达合作。 与此同时，一系列宏观数据也持续搅动美股市场。据美国劳工部最新发布的数据，6月14日当周，美国续请失 业救济人数升至197.4万人，高于市场预期，为2021年11月以来的最高水平。意味着，美国就业市场正在放 缓。 随着美股三大指数不断逼近历史最高点，部分投资者出现了担心错过上涨行情的情绪。高盛警告称，投资者对 质量较低的股票尤其应该谨慎对待，因为这些股票的股价上涨是由被迫回补头寸的卖空者推动的，而不是由积 极的企业基本面推动的。 暴涨、熔断 北京时间6月26日晚间，美股三大指数集体走高，截至22:40，道指涨0.66%，纳指涨0.56%，标普500指数涨 0.56%，逼近历史新高。 美股大型科技股多数走强，英伟达涨超1.2%，盘中再度创出历史新高；Meta、博通涨超1%，微软、亚马逊、 ...

Group 1: Market Overview - The US stock market exhibited a mixed performance, with the Dow Jones Industrial Average down 0.25%, the Nasdaq Composite up 0.31%, and the S&P 500 closing flat [1] - Nvidia's stock surged over 4%, leading to a market capitalization increase of $156 billion (approximately 1.12 trillion RMB), reclaiming its position as the world's most valuable company at $3.77 trillion [1][2] - Chinese concept stocks showed significant divergence, with the Nasdaq Golden Dragon China Index down 0.6%, while stocks like Futu Holdings and ZTO Express saw gains [1][3] Group 2: Nvidia's Performance - Nvidia's stock rose 4.35%, reaching a historical high, driven by strong earnings and CEO Jensen Huang's strategic outlook [2] - Huang highlighted robotics as the next trillion-dollar market for Nvidia, with autonomous vehicles being the first commercial application [2][5] - Nvidia's data center revenue surged 427% year-over-year, indicating robust demand for AI chips [2] Group 3: Chinese Concept Stocks - Chinese tech stocks faced collective declines, with major players like Alibaba and BYD dropping over 2% [3] - Despite the downturn, some Chinese stocks like Futu Holdings and JD.com showed resilience, with Futu's growth attributed to its cross-border financial services [3] - The divergence in Chinese stocks reflects complex investor expectations regarding the US-China tech competition [3] Group 4: Other Tech Stocks - Tesla's stock fell 3.1%, marking its largest single-day drop in nearly a month, influenced by slowing delivery growth and regulatory challenges in autonomous driving [4] - In contrast, Google and Microsoft saw slight increases, with Google reaching a historical high due to the successful commercialization of its AI model Gemini [4] Group 5: Future Outlook - The ongoing divergence in tech stocks is expected to continue, with AI leaders like Nvidia and Google likely to benefit from technological advancements [8] - The robotics sector may become a new focal point in the market, especially following Huang's "robot blueprint" announcement [8] - Investors should remain cautious of geopolitical risks and regulatory changes affecting Chinese tech stocks, while long-term innovation and market demand will support their valuations [8]

智通财经APP获悉，西部证券发布研报称，人形机器人的运动控制是实现其动态步态、精细操作和环境 适应的核心技术，也是涉及硬件设备、软件工具和开发套件的综合应用。该行聚焦在人形机器人运动控 制软件算法及数据训练的研究，建议关注如下受益环节及标的。①运控系统：固高科技(301510.SZ)、 雷赛智能(002979.SZ)。②软件及仿真工具：NVIDIAIsaac Sim、PyBullet、Gazebo。③动作捕捉设备： Xsens、Vicon、凌云光(688400.SH)、诺亦腾。 西部证券主要观点如下： 精准的复杂运动控制技术是人形机器人得以广泛应用的基础 人形机器人运动控制是指对机器人进行精确控制，使其能够模拟和执行人类的各种动作和运动。这种控 制不仅包括对机器人关节的精确控制，还包括对机器人整体运动轨迹的规划和控制，以确保机器人能够 完成复杂的任务，为机器人在实际应用中的广泛发展奠定基础。 在软件算法层面，人形机器人的运动控制可以分为基于模型的控制和数据驱动控制，每种控制方法都有 其独特的优势，能够解决不同的控制问题。1)基于模型的控制：具有高可解释性等独特优势，但其主要 依赖于准确的建模和手动参数调整，这 ...

2025.06. 19 本文字数：4395，阅读时长大约4分钟 作者 | 第一财 经 郑栩彤 英伟达CEO黄仁勋最近越来越多提到AI工厂的概念。 5月，黄仁勋宣布英伟达与富士康合作，在中国台湾打造一台配备1万颗英伟达Blackwell GPU的AI 工厂超级计算机。上周，黄仁勋又宣布，英伟达将在德国建设全球首个工业AI云，配备1万颗 Blackwell GPU。英伟达还将在欧洲建20余个AI工厂。 在英伟达展示的图景里，汽车可以在虚拟环境中设计，机器可以在虚拟环境中训练，工厂产线可以在 虚拟环境中优化后再到现实工厂运行。这些计算用到了AI。黄仁勋称，每个制造商都会有两个工 厂，一个制造产品，另一个创造驱动这些产品的智能。 产生这些"智能"的算力来自实体AI工厂，也就是部署了大量GPU的算力中心。如果说英伟达指明了工 业AI转型的主要方向，那么，随着各万卡算力中心落地，工业应用AI的转折点可以说在加速到来。 不过，还有一些问题需要厘清：英伟达在工业AI转型中扮演的角色是什么？这是工业AI转型的主要 路径吗？这些大GPU集群是否将是未来的主要算力形式？ 记者了解到，英伟达的路线更多是基于仿真平台Omniverse ...

Core Insights - NVIDIA Corporation has achieved significant milestones, including double-digit revenue growth in Q1 fiscal 2026 and becoming the world's most valuable company with a market capitalization of $3.461 trillion [1][2][8] Financial Performance - NVIDIA reported first-quarter revenues of $44.1 billion, surpassing analysts' expectations of $43.3 billion and significantly increasing from $26 billion in the same period last year [3][8] - The company's net profit margin stands at 55.7%, outperforming the Semiconductor - General industry's average of 49.5% [7] Market Position and Demand - NVIDIA regained its title as the most valuable company, with shares rising over 50% from their low in April, contributing to a market capitalization increase of over $1 trillion [2][3] - The company holds more than a 90% market share in the GPU market, driven by demand from cloud computing companies like Alphabet Inc. and Amazon.com [5][6] Product Development and Innovation - NVIDIA has successfully navigated supply-chain challenges to deliver its Blackwell AI servers to major cloud customers, including Microsoft [4] - The growing popularity of the CUDA software platform and demand for Blackwell chips are expected to further enhance NVIDIA's growth prospects [6] Future Growth Potential - The AI revolution, particularly in autonomous robots and self-driving cars, presents additional growth opportunities for NVIDIA, with companies like Amazon and Tesla utilizing its technology [6] - Increased spending on AI data centers and demand for NVIDIA's latest chips and GPUs are likely to support continued investment in NVDA stock [7]

Group 1: Nvidia's Earnings and Market Impact - Nvidia's recent earnings report alleviated concerns about a slowdown in AI and data-center spending, positively impacting the market and benefiting frontline players in the AI/data center industry [1] - The report also positively affects other companies with exposure to AI, such as GE HealthCare Technologies, PTC, and Vertiv [1] Group 2: GE HealthCare Technologies and AI Integration - GE HealthCare is collaborating with Nvidia on AI-powered robotics to enhance its imaging systems, utilizing Nvidia's Isaac platform [2] - The integration of AI into GE HealthCare's imaging systems improves patient guidance and data analysis, supporting decision-making and patient monitoring [2][3] - AI's value addition across GE HealthCare's businesses is expected to lead to better patient outcomes and long-term sales growth [3] Group 3: PTC and Industrial AI - Nvidia's CEO highlighted the importance of industrial AI, which is gaining traction as manufacturing is reshored to the U.S. [5][6] - PTC utilizes Nvidia's GPUs to enhance its CAD software, enabling real-time digital models that improve machinery performance through AI-powered analytics [7] - PTC has experienced double-digit recurring revenue growth and is projected to drive mid-teens growth in free cash flow, with potential for sustained growth if industrial AI continues to develop [8] Group 4: Vertiv's Role in AI Growth - Vertiv is a key partner for Nvidia, contributing to the power needs of AI growth in data centers, with strong order and backlog growth anticipated in 2025 [10] - Vertiv is set to launch its 800V direct current power architecture for data centers in the second half of 2026, ahead of Nvidia's next generation platforms [11] - Vertiv's solutions include rectifiers, busways, converters, and backup systems, positioning it well in the competitive landscape of power solutions for data centers [12]