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重磅催化!英伟达(NVDA.US)机器人“新大脑”即将揭晓 或将受益标的一览(附概念股)
Zhi Tong Cai Jing· 2025-08-25 05:06
据英伟达的解释,物理AI是指那些运用运动技能去理解现实世界,并与现实世界进行交互的模型。这 些模型通常被应用于机器人或者自动驾驶汽车等自主机器当中。借助物理AI,自主机器能够实现对现 实世界的感知、理解,进而执行复杂的操作任务。 事实上,英伟达在机器人领域的布局早在十年前就已经开始。2014年,英伟达推出了首款机器人大脑模 块JetsonTK1,这一举措标志着其在机器人智能化道路上迈出了关键的第一步。在过去的十年间,通过 持续的硬件迭代、软件升级以及生态构建这三大战略,英伟达已经悄然构建起了一套完整的机器人技术 矩阵。 英伟达还与多家中国人形机器人公司建立了合作。 今年1月,英伟达在北京举办"答谢迎春会"晚宴,上证报记者曾从与会嘉宾处获悉,宇树科技CEO王兴 兴、银河通用创始人兼CTO王鹤参加了晚宴,且与黄仁勋同桌。宇树科技、银河通用为国内具身智能领 域"第一梯队"选手。 值得注意的是,在8月12日的行业顶级会议SIGGRAPH上,英伟达发布了开源物理AI应用和机器人视觉 推理模型Cosmos Reason。英伟达表示,该模型可以基于既有知识与概念,让机器人"像人类一样推 理",并在理解后在现实世界中采取响应 ...
港股概念追踪 | 重磅催化!英伟达(NVDA.US)机器人“新大脑”即将揭晓 或将受益标的一览(附概念股)
Zhi Tong Cai Jing· 2025-08-24 23:28
Core Viewpoint - Nvidia is set to unveil a new robotics "brain" on August 25, 2025, which is expected to benefit various companies in the robotics sector [1] Group 1: Nvidia's Robotics Developments - Nvidia's founder Jensen Huang has indicated that the next wave of AI is "Physical AI," which will enable robots to interact with the real world like humans [2] - The company has been developing its robotics technology since 2014, starting with the Jetson TK1 module, and has built a comprehensive robotics technology matrix over the past decade [2] - Nvidia has established partnerships with several Chinese humanoid robotics companies, indicating a strong presence in the market [3] Group 2: Market Potential and Trends - The physical AI market is projected to reach trillions of dollars, with significant advancements in humanoid robots expected to drive commercialization [2][4] - The humanoid robotics industry is entering a phase of rapid development, with increasing applications in industrial settings and a push towards commercialization [4] Group 3: Related Companies and Stocks - UBTECH Robotics raised 2.41 billion HKD through a share placement, marking the largest financing in the humanoid robotics sector to date [5] - Horizon Robotics is expected to achieve a compound annual growth rate of 57.5% from 2025 to 2027, with a target price of 7.45 HKD [5] - Port Robot has signed a groundbreaking order for 10,000 humanoid robots, aiming for mass production by 2026 [6] Group 4: Industry Implications - The humanoid robotics industry is experiencing a surge in innovation and investment, with various companies actively participating in the market [4][5] - The demand for core components in humanoid robots is expected to increase significantly, creating opportunities for related industries [7]