作者 ｜ 木子、高允毅 卢泽宇表示，入职小米后，希望可以"加速灵巧手技术路径收敛和工程化落地"，并公开招募"志同道合"的研发人员加入团队。 他也欢迎大家一起探讨与机器人相关的前沿技术，感兴趣的朋友可以通过本文文末的"传送门"去和他留言互动。 今年， 小米机器人团队 "集邮"似的招揽了各路顶尖人才。 这不， 前特斯拉 Optimus 灵巧手团队成员卢泽宇 ，最近也在社交平台公开了自己 加入小米机器人团队 的消息，接过 灵巧手负责人 这一要职。 在特斯拉工作的 2 年多时间内，他深度参与 Optimus 机器人的手部研发 ，包括触觉传感器开发、灵巧抓取与操作、手部结构设计等关键技术——工作 履历对口堪称完美。 另据领英信息，卢泽宇其实已经加入小米 2 个多月了，不过相关信息刚刚公开。 | 工作经历 | | | --- | --- | | Dexterous Hand R&D Lead והו | | | Xiaomi Technology · 全职 | | | 2025年10月 - 至今 · 2 个月 | | | 混合办公 | | | Robotics Engineer | | | Tesla · 全职 | | ...

卢泽宇 11月26日，前特斯拉Optimus灵巧手团队成员卢泽宇已加入小米机器人团队，负责灵巧手。 他在个人社交平台上表示，自己在特斯拉Optimus灵巧手团队两年多的职业生涯划上了句号，接下来将 正式加入小米，出任灵巧手负责人一职，希望能和更多志同道合的优秀同学一起加速灵巧手技术路径收 敛和工程化落地。 在特斯拉工作的两年多时间里，他主要负责 Optimus 机器人的手部设计，涉及触觉传感器开发、灵巧抓 取与操作、手部结构设计等核心技术。这与他在新加坡国立大学（NUS）机器人读博期间研究的方向一 致。 | Design for Dexterous Grasping and Manipulation .. | | --- | 值得注意的是，小米已将具身智能作为其下一代技术战略的核心支点，全面推进从消费电子制造商向物 理世界智能平台构建者的转型。 11月21日，小米正式发布并完全开源了自研的具身大模型 MiMo-Embodied，该模型不仅支持机器人领 域的可供性推理、任务规划与空间理解，还深度整合自动驾驶所需的环境感知、状态预测和驾驶决策能 力，在29项关键基准测试中表现突出。 这一举措并非孤立的技术展示，而 ...

Core Insights - Zeyu Lu, a former senior robotics engineer at Tesla, has officially joined Xiaomi's robotics team as the lead for dexterous hand development, marking a significant talent acquisition for Xiaomi in the robotics sector [20][21] - Lu's experience at Tesla involved critical technologies such as tactile sensor development and dexterous grasping, which are essential for humanoid robots [20][21] - Xiaomi is intensifying its focus on robotics, recently unveiling the MiMo-Embodied model and hiring notable talents in the field, indicating a strategic shift towards productization in robotics [21] Company Developments - Xiaomi has made a notable move by hiring Zeyu Lu, who has a PhD in Robotics from the National University of Singapore, to lead its dexterous hand R&D [20] - The company is actively enhancing its robotics capabilities, as evidenced by the recent announcement of the open-source MiMo-Embodied model [21] - Xiaomi's recruitment strategy includes attracting top talent to accelerate the engineering and practical application of dexterous hand technology, which is crucial for humanoid robots [21] Industry Trends - The robotics industry is witnessing a trend where companies are increasingly focusing on the integration of hardware and software, as seen in Xiaomi's recent hires and technological advancements [21] - The development of humanoid robots is becoming a competitive field, with companies like Xiaomi aiming to establish a strong presence through innovative technologies and skilled personnel [21] - The emphasis on tactile perception, fine manipulation, and multi-degree control in robotics highlights the growing complexity and ambition within the industry [21]

在上周于华盛顿特区举办的美沙投资论坛上，马斯克表示，再过10至20年，工作将不再是必需，而是一种"可选 项"。图片来源：Stefani Reynolds—Bloomberg/Getty Images 在未来，埃隆·马斯克将人类比作象征性的"菜农"。 特斯拉（Tesla）首席执行官上周三在华盛顿特区举行的美沙投资论坛（U.S.-Saudi Investment Forum） 上表示，未来10到20年内，工作将成为可选项，并将选择是否工作比作打理菜园——后者显然更费力 气。 "我的预测是，工作将成为可选项。就像进行体育运动或玩电子游戏之类的活动一样，"马斯克说。"如 果你想工作，[这就像]你可以去商店买些蔬菜，或者你也可以在后院自己种菜。在后院种菜要辛苦得 多，但有些人仍然这么做，因为他们喜欢种菜。" 据马斯克所言，未来工作成为可选项，将是数百万机器人进入劳动力市场、从而带来生产力大幅提升的 结果。这位身价约4700亿美元的科技巨头最近一直在努力拓展特斯拉的业务，超越电动汽车领域，致力 于整合其庞大的商业利益，以实现其由人工智能和机器人驱动的更宏大未来愿景。这包括他的一个目 标，即让特斯拉80%的价值来自其Opt ...

Group 1 - The Robot ETF (562500) has shown resilience with a 0.64% increase, maintaining a strong performance despite intraday fluctuations, indicating robust market confidence in the long-term growth of the robotics industry [1] - Over 70% of the ETF's constituent stocks are in the green, with notable performers including Bojie Co., Ltd. hitting the daily limit up, and Ruishun Technology and Buke Co., Ltd. rising over 4% [1] - The trading volume has exceeded 934 million yuan, reflecting high market activity and significant net inflows into the robotics sector, suggesting a favorable window for investment [1] Group 2 - Huaxi Securities highlights the entry of numerous leading companies into the humanoid robot sector, providing opportunities and timelines for the industry chain [2] - The T-chain's production expectations are clear, with Elon Musk predicting thousands of Optimus robots to be operational in Tesla factories by the end of 2025, and an annual production of 1 million units by 2029 or 2030 [2] - Domestic supply chains for robot components are well-established, with companies like Huawei and various domestic manufacturers actively developing humanoid robot products, indicating strong collaborative potential within the industry [2] Group 3 - The Robot ETF (562500) is the only robot-themed ETF in the market with a scale exceeding 20 billion, covering various segments such as humanoid robots, industrial robots, and service robots, facilitating investor access to the entire robotics supply chain [2]

Core Insights - Tesla has established a strong AI chip and circuit board engineering team, successfully designing and deploying millions of AI chips for its smart vehicles and data centers, which solidifies its technological leadership in real-world AI [1] - Tesla has officially entered an annual AI chip iteration cycle, planning to launch a new generation AI platform approximately every 12 months, with a production target of up to 200 billion AI chips annually to support its expanding FSD fleet and future projects like Optimus robots and Cybercab autonomous taxis [2] Production Strategy - To overcome chip supply bottlenecks, Tesla is implementing a dual strategy of "self-built + diversified procurement," which includes advancing the construction of TeraFab-level wafer fabs to meet its anticipated semiconductor demand [2] - Tesla has integrated partnerships with TSMC and Samsung for the production of AI5 and next-generation AI6 chips, while also planning to include Intel's foundry services in its supply chain [2] - Despite the essential support from top chip manufacturers, Tesla recognizes that their capacity alone cannot fully meet its growth needs, making the establishment of its own wafer fabs a logical necessity [2]

2025年11月，第二届中关村具身智能机器人应用大赛的落幕，不仅是一场汇聚全球157支顶尖战队的技术盛 宴，更是中国具身智能产业从"实验室样机"迈向"产业级应用"的里程碑事件。这场以"具身引智、应用未来"为 主题，紧扣"劳动最光荣"核心导向的赛事，通过家庭服务、工业制造、安全处置等多元场景的实战竞技，完成 了对行业发展的一次全面检阅。 在 "具身智能"首次写入政府工作报告、"人工智能+"行动将其列为新质生产力核心引擎的政策东风下，大赛所 勾勒的技术路线、场景导向与生态模式，正成为解码中国具身智能产业变革的关键密码。 ▍赛事迭代：从技术炫技到实用落地的产业镜像 如果说 2024年首届中关村仿生机器人大赛是对具身智能技术的"集中亮相"，那么2025年第二届大赛的全面升 级，则 清晰展现了行业从 "技术展示"到"实用落地"的深刻转型 。赛事的赛道设计、竞技内容与评审机制， 无不成为产业发展的生动镜像。 本届大赛一改首届以仿生技术展示为主的模式，转向 "真实场景劳动技能比拼"的核心导向 ，设置 了 三大核 心赛道，全面覆盖产业需求与学术前沿 。 具身智能模型能力挑战赛 聚焦算法内核，通过 "大脑"与"小脑"双方向竞技 ...

Core Insights - The discussion at the US-China Investment Forum highlighted the transformative potential of AI and robotics on future employment and economic structures, with Musk predicting that work will become optional in 10 to 20 years due to advancements in technology [1][4][9] - Huang Renxun emphasized that while AI will change job content in the short term, it will enhance productivity rather than lead to mass unemployment, as seen in the example of radiologists [3][4] - Both Musk and Huang view AI as a foundational infrastructure that will permeate every industry and country, necessitating the development of "AI factories" for real-time content generation [3][4] Group 1: Future of Work - Musk predicts that in the long run, work will be akin to hobbies, with money becoming irrelevant as AI and robotics eliminate poverty [1][7] - Huang supports the idea that AI will simplify previously difficult tasks, thus increasing productivity and allowing professionals to focus on more complex aspects of their work [3][4] Group 2: AI as Infrastructure - Huang describes AI as a fundamental infrastructure that will be integrated into all sectors, shifting from retrieval-based computing to generative AI [3][4] - Musk suggests that the future of AI computation may lie in space, powered by solar energy, to overcome terrestrial limitations [4] Group 3: Philosophical Perspectives - Musk draws parallels between his vision of the future and Iain Banks' "Culture" series, suggesting a post-scarcity society where traditional economic structures become obsolete [1][5][9] - Huang expresses confidence in the ongoing evolution of computing science, asserting that investments in revolutionary AI are justified and necessary [4][9]

周三，伊隆·马斯克在华盛顿肯尼迪中心举行的美沙投资论坛上发表了大胆言论，声称其公司正在研发 的Optimus机器人将消除贫困，未来人们将不再需要工作，因为货币最终会变得一文不值。 英伟达首席执行官黄仁勋也出席了论坛，并开玩笑地告诉马斯克，他希望在货币彻底消失之前能提前得 到一些消息。 马斯克表示："人工智能和人形机器人确实会消除贫困。特斯拉不会是唯一一家生产这类机器人的公 司。我认为特斯拉会引领潮流，但未来会有许多其他公司研发人形机器人。"他补充道："我相信只有一 种方法可以让每个人都致富，那就是通过人工智能和机器人。" 值得注意的是，近几个月来，马斯克反复强调机器人将引领后稀缺经济时代的到来。后稀缺经济是一种 经济和社会理论，它描述了一种大多数商品供应充足且价格低廉，人们不再需要工作的局面。昨天，在 被问及他对未来有何展望，以及人们对人工智能和机器人将取代工作的担忧时，这位亿万富翁公开表达 了这一观点。 马斯克继续说道："如果我们展望更远的未来，假设人工智能和机器人继续发展（这似乎很有可能）， 那么在未来的某个时刻，金钱将不再是一个重要的因素。" 英伟达对未来的展望 主持人问黄仁勋："黄仁勋，您有什么要说的 ...

马斯克还提到科幻作家伊恩·班克斯的"文化系列"作品，认为这些作品有助于人们理解"更有可能出现的积极AI未来"。事实上，过去数月间他已多次描绘AI 时代的发展图景，其中便包括消除贫困的目标。本月早些时候的股东活动中，他曾强调"实现全民脱贫和优质医疗的关键路径，在于Optimus机器人的应 用"。 今年10月，马斯克在与乔·罗根的交流中也曾表示，当AI与机器人技术发展到让工作和金钱不再成为必需时，政府应推行"全民高收入"政策。他坦言，在较 温和的发展情境下，人人都能获取所需产品和服务的愿景将逐步实现，但这一过程也会伴随相当程度的社会冲击。（纯钧） 【环球网科技综合报道】11月20日消息，据Euronews报道，当地时间周一，特斯拉CEO埃隆·马斯克在美沙投资论坛上与英伟达CEO黄仁勋同台交流时，分 享了他对人工智能与机器人技术发展的未来愿景。他表示，生成式AI的持续演进将使金钱逐渐"失去意义"，尽管电力等能量与质量仍会构成客观限制，但货 币的重要性终将大幅弱化。 在谈及工作形态的变化时，马斯克指出，未来的工作将不再是生存必需，而会成为类似运动、游戏般可"随意参与"的活动。他以园艺为例进行类比：在后院 种菜虽需投入 ...