泡沫之外。 作者 I 吴琼 报道 I 投资界PEdaily "这是迄今全球估值最高的人形机器人公司。" 当 国 内 具 身 智 能 赛 道 被 泡 沫 声 音 笼 罩 着 ， 另 一 个 名 字 频 频 出 现 在 投 资 人 的 交 流 里 —— Fi gu r e，一家成立于20 2 2年的硅谷具身智能独角兽。 创 始 人 Br e tt Adc oc k ， 曾 联 手 Ope nAI 打 造 出 全 球 首 款 Cha tGPT 机 器 人 。 成 立 短 短 三 年，Fi gu r e集结了硅谷豪门，如今正在筹集新一轮融资，估值飙升至4 00亿美元（约29 00 亿元人民币）。 几乎没人再提曾经红极一时的波士顿动力，反而Fi gur e正在成为风投圈的宠儿。金沙江创 投朱啸虎将具身智能泡沫争议摆上台面，Fi gur e 则让人看到更激进的一幕。有人向左， 有人往右。 全球最火的人形机器人 Fi gu r e身后，站着一位创业狂人——Br e tt Adc oc k。 出生于1 9 8 6年，Br e tt Ad c oc k在一个农场家庭长大。早在中学时期，Br e tt Adc oc k就开 始尝 ...

Market Overview - A total of 56 stocks hit the daily limit up in the A-share market, with 47 stocks hitting the limit after excluding 9 ST stocks, resulting in an overall limit-up rate of 70.89% [1] Top Performers - Dongyi Risheng had the highest limit-up order volume at 263,100 hands, followed by Dalian Heavy Industry, Qinghai Huading, and Xuelong Group with limit-up orders of 215,300 hands, 213,000 hands, and 196,500 hands respectively [2] - *ST Tongzhou achieved 11 consecutive limit-ups, while Qijing Machinery had 6 consecutive limit-ups, and Shenkai Co., Ltd. and Julisi had 5 consecutive limit-ups [2] Investment Highlights - Xuelong Group is involved in the Yushubot concept and has indirect holdings in Hangzhou Yushu Technology Co., Ltd. through a partnership with Shenzhen Venture Capital [2] - The company holds a 1.3546% stake in Hangzhou Yushu Technology through the Shenzhen Venture Capital SME Development Fund (Xinjiang) and a 0.7239% stake in the fund itself [2] Industry Trends - The robot concept is gaining traction, highlighted by NVIDIA's announcement of the world's first open-source, customizable humanoid robot base model, Isaac Groot [3] - Companies like Yuhuan Numerical Control and Wanma Co., Ltd. are actively engaged in the humanoid robot market and related technologies [4] Brain-Computer Interface Sector - Guomai Technology is tracking domestic and international brain-computer interface projects and exploring application scenarios [5] - Innovation Medical has a stake in Bole Brain-Machine (Hangzhou) Technology Co., Ltd., focusing on brain-computer interface technology and high-end medical devices [5] Marine Economy - Companies like Julisi and Shenkai Co., Ltd. are expanding into marine industries, including marine fishing, oil and gas development, and offshore wind power [6][7] Institutional Activity - Institutional investors showed significant interest in Dawi Technology, with net purchases exceeding 200 million yuan, while Guomai Technology and Xiangyang Bearing also saw substantial net buying [8]