对于职业经理人来说，自然是干什么吆喝什么。而对于创业者来说更是如此，马斯克作为一个敢说爱说 的创业者，首富当之无愧的代言者，自然看好自己的领域，从当初的特斯拉到后来的星舰，再到人工智 能、xAI等等，如今对人形机器人更是异常上心了。 其实不仅仅是特斯拉，包括黄仁勋对机器人赛道都是情有独钟的，在中国市场，相关的企业也是此起彼 伏，在自己擅长的不同细分赛道上积攒着力量。无论是具身机器人还是机器人进入到更多细分领域，比 如医疗、养老、工业场所等等。 马斯克对于人形机器人的预期，无疑是能够快速量产，并逐渐替代一些工作岗位。有人觉得马斯克异想 天开，擅长鼓动别人，也有人赞赏其天马行空的思考和出其不意的想法。当然，作为一个创业者，马斯 克也是一个商人，商人自然要逐利，而逐利的过程就需要产品来说法，在整个市场都不看好特斯拉的时 候，甚至被做空机构不断地"砸盘"的时候，他依然选择了坚持。 如今的特斯拉做到全球顶尖的行业，马斯克的活络自然不会在一棵树上吊死，不断地寻求着更多的赛道 机会，在AI市场，在机器人市场，马斯克常有非凡之举，自然也有很多预期和期待。 近期，马斯克在社交媒体平台 X 上分享了全新的预测。有人发文预测，到 ...

机器人ETF（562500）是全市场唯一规模超百亿的机器人主题ETF，成分股覆盖人形机器人、工业 机器人、服务机器人等多个细分领域，帮助投资者一键布局机器人上中下游产业链。场外联接（华夏中 证机器人ETF发起式联接A：018344；华夏中证机器人ETF发起式联接C：018345）。 每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 今日截至13点21，机器人ETF（562500）上涨3.24%，盘中连续上扬，增长动能强劲，近5个交易日 涨幅达5.42%，近20个交易日涨幅达18.36%，"牛市"的成长尖兵已被唤起，有望持续发力。成分股方 面，超60只持仓股飘红，科大智能收获20%涨停，云天励飞涨幅扩大至18.58%，科远智慧收获10%涨 停，博众精工、江苏北人、石头科技等涨幅超6%。流动性方面，盘中换手7.77%，成交金额达13.50亿 元，量能汹涌释放，市场交投火爆， ...

Core Viewpoint - Neuralink's brain-machine interface technology has the potential to significantly enhance the quality of life for individuals with paralysis, as demonstrated by the first participant, Noland Arbaugh, who has regained autonomy and control over digital devices after receiving the implant [7][16][31]. Group 1: Noland Arbaugh's Experience - Noland Arbaugh became the first human participant to receive a Neuralink brain-machine interface implant, allowing him to control devices using his thoughts [7][16]. - The surgery was performed using a Neuralink-designed robotic surgical device, which implanted a chip with over 1000 electrodes into the motor cortex of his brain [12][22]. - After the surgery, Arbaugh was able to perform tasks such as playing video games and controlling household devices without physical movement, breaking previous records for cursor control speed and accuracy [16][19]. Group 2: Neuralink's Technological Innovations - Neuralink's device offers a higher connection rate compared to other brain-machine interfaces currently in research, as it is implanted deeper into the brain's motor control area [22]. - The device is wireless, allowing participants to move freely without being tethered to external receivers, although it requires charging approximately every five hours [24]. - The company aims to develop further applications, including restoring vision for the blind and creating robotic arms for participants to regain sensory control [56][60]. Group 3: Public and Personal Impact - Since revealing his identity as the first participant, Arbaugh has become a public figure, facing both opportunities and challenges, including media attention and personal security issues [28][30]. - He has expressed a renewed sense of purpose and autonomy, engaging in educational pursuits and planning to start a business focused on professional speaking [31][33]. - Arbaugh's experience highlights the potential societal impact of Neuralink's technology, as he believes it represents a significant leap in the field of neuroscience and technology [49][70]. Group 4: Future Directions and Controversies - Neuralink is expanding its clinical trials and aims to increase the number of participants, with ongoing studies in multiple countries [60][66]. - The company faces criticism regarding the invasiveness of its methods and ethical concerns related to animal testing, although it maintains a commitment to safety and ethical standards [61][62]. - Elon Musk has emphasized the careful approach taken in human trials, asserting that the company prioritizes safety in its advancements [63][64].

Investment Rating - Industry Rating: Recommended [4] Core Insights - The humanoid robot industry is accelerating towards mass production due to breakthroughs in AI technology and increasing domestic and international enterprise layouts. Domestic companies that achieve breakthroughs are expected to benefit significantly from the strong demand for domestic replacement of core components [1][13][14] - The domestic new energy vehicle (NEV) market is experiencing rapid growth, with July sales increasing by 27.4% year-on-year. The core driving force for this growth is the upgrade of terminal vehicle performance brought about by new technology evolution [2][17][18] - The photovoltaic glass market is seeing price increases, with a favorable supply-side structure and expectations for continued price rises. The demand for high-end PCB products is expected to drive the rapid growth of photolithography film products [3][24][26] Summary by Sections Humanoid Robots - The humanoid robot sector is poised for mass production, with significant orders received by domestic companies. The market for core components is expected to expand due to strong domestic replacement demand [1][13] - Key players in the industry are expected to benefit from the acceleration of the supply chain and the entry of major technology companies into the humanoid robot market [14][15] New Energy Vehicles - The NEV market is maintaining a high production and sales scale, with significant year-on-year growth. The introduction of new technologies is expected to enhance vehicle performance and drive sales [2][17] - The focus is on solid-state batteries and high-performance materials, which are anticipated to expand demand and improve profitability across the industry [18][19] New Energy - The photovoltaic sector is experiencing upward price adjustments, with a focus on the recovery of inventory and production capacity. The demand for high-end products is expected to drive growth in the photolithography film market [3][24] - Companies involved in the production of photovoltaic glass and silicon materials are expected to benefit from improved pricing and demand dynamics [24][26] Power Equipment & AIDC - The demand for liquid cooling solutions is expected to grow significantly due to the increasing capital expenditures of CSP manufacturers and the rising demand for GPU and ASIC technologies [8][14] - Companies with experience in overseas markets and partnerships with major manufacturers are likely to see increased market share in the liquid cooling segment [8][14]

车东西8月15消息，据彭博社报道，特斯拉首席执行官埃隆·马斯克于近日宣布了特斯拉的AI组织架构调整。 此次调整中，原Dojo团队的芯片硬件工程人员并入由Aaron Rodgers领导的自动驾驶硬件部门，芯片软件团队则由Ashok Elluswamy负责，聚焦AI算法优化 与软件集成。 这也是继Dojo项目终止后，马斯克在计算业务上最新的人事调整。 Dojo项目的终止并非突然之举，而是特斯拉AI战略调整的结果。 去年下半年，特斯拉在公开场合已很少提及Dojo，转而强调奥斯汀总部搭建的全新巨型计算机集群Cortex。 Cortex是特斯拉公司部署于得克萨斯州超级工厂的超级计算集群，主要用于FSD和Optimus的神经网络训练。 该集群于2024年8月正式命名，初期配备超过10万颗英伟达H100和H200芯片。 2025年5月，特斯拉启动Cortex 2.0算力中心建设，采用专门设计的计算架构提升自动驾驶算法训练效率，已部署超过5万块GPU。 可以看出，特斯拉此次将Dojo团队进行整合，最主要的目的还是整合资源、提升FSD与Optimus机器人技术的研发效率，并推动"训推一体"芯片战略的落 地。 01.Dojo团队 ...

Core Insights - Tesla is reallocating engineers from its internal chip and supercomputer projects to focus on other initiatives, including autonomous driving and humanoid robots [1] - The decision to terminate the Dojo AI project was made by CEO Elon Musk, who aims to retain top talent by integrating Dojo team members into other critical projects [1] - The software development staff from Dojo now reports to Ashok Elluswamy, who oversees Tesla's AI work in autonomous taxis and humanoid robots, while semiconductor engineers report to Aaron Rodgers, who leads the development of Tesla's autonomous driving systems and AI5 chip [1] Project Developments - The Dojo firmware team has been reassigned to the safety engineering department led by Silvio Brugada [1] - Despite the majority of Dojo employees being integrated into other departments, former Dojo head Ganesh Venkataramanan has hired at least 20 senior engineers to establish DensityAI after leaving Tesla [1] - Musk stated that it is unreasonable for Tesla to spread resources across two different AI chip designs, emphasizing the use of AI5 and AI6 for training its fully autonomous driving and driving systems [1] Future Applications - The AI5 and AI6 chips are expected to be utilized in Tesla's Cybercab autonomous taxi, the next-generation Roadster electric sports car, and the Optimus robot [2]

Group 1: Event Overview - The 2025 World Robot Conference opened in Beijing, focusing on the theme "Making Robots Smarter and Bodies More Intelligent" with over 50 participating companies and 1,500 products showcased, including more than 100 new releases, nearly double from last year [1] - The event featured forums, exhibitions, competitions, and supporting activities, highlighting the rapid growth of the robotics market [1] Group 2: Market Growth - According to Frost & Sullivan, the Chinese intelligent service robot market grew from 19.3 billion yuan in 2018 to 51.6 billion yuan in 2022, with a compound annual growth rate of 27.9% [1] Group 3: Humanoid Robots - Tesla has accelerated its humanoid robot production plans, raising its 2025 production forecast for the Optimus robot to a maximum of 10,000 units, reflecting increased optimism in the humanoid robot market [2] - Major tech companies like NVIDIA, Microsoft, and Google are entering the humanoid robot sector, with JPMorgan estimating a potential market size of around 5 billion units driven by demographic and labor trends [2] Group 4: AI and Robotics Integration - The conference showcased numerous examples of deep integration between AI and robotics, indicating a shift towards more intelligent manufacturing and service robots [3] - Companies like iFlytek demonstrated advanced capabilities in natural language understanding and interaction, enhancing human-robot communication [3] Group 5: Advanced Robotics Capabilities - The AlphaBot series from a newly established company, Zhi Ping Fang, demonstrated its ability to handle multiple tasks across various applications, showcasing significant technical advancements [3] - Robots are now capable of performing more complex tasks, such as logistics sorting and beverage preparation, with a single arm capable of lifting up to 10 kilograms [3] Group 6: Edge Intelligence - The rise of edge intelligence allows robots to react in real-time, with NVIDIA presenting new hardware and software products aimed at developing the next generation of humanoid robots [4] - The integration of AI chips and edge computing platforms is enhancing robots' offline thinking and online adaptability [4] Group 7: Collaborative Robotics - Companies like UBTECH are demonstrating the potential of collaborative robots in industrial settings, utilizing group intelligence technology for task management and coordination [5][6] - The application of collaborative robotics is seen as a key technology for industrial applications, with ongoing testing and promotion [6] Group 8: Challenges in Commercialization - Despite advancements, humanoid robots still face significant challenges in commercial deployment, including high technical barriers and the need for improved algorithms and safety applications [7][8] - The industry consensus indicates that humanoid robots are still in the early stages of practical application, with many functionalities requiring further development [8] Group 9: Pricing Issues - The pricing of humanoid robots remains a barrier to widespread adoption, with recent models priced at approximately 39,900 yuan, which is still considered high for consumer markets [8][9] - There is a push for prices to be reduced to levels comparable to household appliances to facilitate broader market penetration [9]

Group 1: Market Overview - The humanoid robot market is expected to reach a scale of 6.339 billion yuan by 2025, with projections indicating exponential growth, potentially reaching 38 billion USD by 2035 [2] - The current growth is driven by the urgent demand for automation and intelligent upgrades in manufacturing and logistics sectors, with significant contributions from household services and healthcare applications, which may account for 45% of the market [2] Group 2: Battery Technology Importance - Batteries are crucial for humanoid robots, serving as their "heart" and determining their economic viability and application boundaries [3] - Major battery manufacturers in China, such as CATL and A123 Systems, are actively incorporating humanoid robots into their strategic planning [3] Group 3: Cost Structure and Demand - The battery cost in humanoid robots is relatively low, estimated at around 0.5% of the total cost for Tesla's Optimus robot, but the demand potential is significant, with an expected need for 12.5 GWh of batteries by 2030 [4][5] - The performance of batteries directly impacts the robots' operational efficiency, including their working hours and maintenance frequency, making long-term economic considerations essential [5] Group 4: Current Limitations and Innovations - Current humanoid robots typically have a battery life of only 3 to 6 hours, which limits their operational capabilities and increases operational costs due to frequent charging [5][6] - Innovations in battery technology, such as solid-state batteries, are being pursued to enhance energy density and extend operational time, with a target of achieving 8 hours of runtime [7][8] Group 5: Performance Requirements - Humanoid robots require batteries that can provide stable power output and high energy density, with current lithium batteries primarily using cylindrical cells with energy densities between 250-300 Wh/kg [6][8] - The need for high power output and energy efficiency is critical, especially for complex movements, necessitating advancements in battery technology to meet these demands [8][9] Group 6: Customization and Industry Collaboration - Companies like A123 Systems are developing customized battery solutions to meet the unique structural needs of humanoid robots, focusing on lightweight materials and hybrid battery architectures [9] - Collaboration with industry partners is emphasized to accelerate the commercialization of humanoid robots and establish industry standards [9]

Investment Rating - Industry Rating: Recommended [4] Core Insights - The humanoid robot industry is expected to accelerate towards mass production due to breakthroughs in AI technology and strategic collaborations among major companies [1][13][14] - The electric vehicle sector is experiencing strong growth, with several manufacturers reporting increased delivery and sales figures, driven by advancements in solid-state batteries and favorable government policies [2][18][19] - The renewable energy sector is poised for growth, supported by government initiatives aimed at enhancing energy efficiency and promoting green development, particularly in the photovoltaic segment [3][26][29] Summary by Sections Humanoid Robots - Strategic cooperation between TaoTao Automotive and YuShu Technology aims to leverage resources for market expansion in North America [1][14] - The domestic supply chain for humanoid robots is strengthening, with key components seeing increased local production to meet demand [15][17] New Energy Vehicles - July 2025 saw significant growth in electric vehicle deliveries, with companies like Xpeng and Li Auto reporting substantial year-on-year increases [2][18] - The introduction of new technologies and models is expected to enhance the competitiveness of electric vehicles, leading to sustained sales growth [19][20] Renewable Energy - The Ministry of Industry and Information Technology has issued a task list for energy efficiency inspections in the polysilicon industry, which is expected to optimize production capacity and promote green development [3][26] - The photovoltaic sector is anticipated to benefit from rising raw material prices and improved efficiency in battery technology, with several companies positioned to gain from these trends [26][34] Power Equipment & AIDC - The rapid development of AI is driving demand for high-power density server power supplies and cooling systems, benefiting the AIDC supply chain [8][29] - The European offshore wind market is expanding, with new projects being approved and increased competition expected in upcoming auctions [7][29]

Core Viewpoint - Elon Musk's recent venture into the restaurant industry with the opening of a combined "restaurant + cinema + supercharging station" in Los Angeles signifies a strategic move to enhance brand loyalty and consumer engagement for Tesla [3][6][10]. Group 1: Restaurant Concept - The first Tesla restaurant, located at 7001 Santa Monica Boulevard in West Hollywood, features a retro-futuristic design inspired by 1950s car cinemas, with 80 V4 supercharging stations and two 45-foot LED movie screens [3][4]. - The restaurant offers a menu of American fast food, including burgers, fries, and milkshakes, with food delivered by staff on roller skates [3][4]. Group 2: Strategic Implications - Musk's entry into the restaurant business aligns with a broader trend where automotive brands create experiential spaces that combine dining and brand engagement, similar to Mercedes-Benz's experience store in Beijing [6][7]. - By integrating dining into Tesla's ecosystem, the company aims to enhance user experience and loyalty, allowing customers to enjoy meals while charging their vehicles [10][12]. - The restaurant serves as a platform to showcase Tesla's technological innovations, such as the Optimus robot, enhancing consumer interaction with the brand's cutting-edge services [9][10]. - If successful, this restaurant model could expand globally, increasing Tesla's brand visibility and customer base while providing valuable consumer data to improve automotive services [12].