此外，马斯克近期称，通用人工智能（AGI）在2026年就将到来，3年内，机器人在手术技能上将超越人类；4年后，将达到"完胜任何人类医生"的水平。 1月13日，A股市场震荡回调，沪指回调，止步17连阳。截至15:00，机器人ETF基金（159213）收跌1.37%，资金持续涌入机器人板块，机器人ETF基金 （159213）全天吸金超5500万元，加上今日已连续11日强势吸金超3亿元。 | 【机器人ETF基金（159213）标的指数前十大成分股】 | | --- | | 序号 | 代码 | 名称 | 申万一级行业 | 涨跌幅 | 估算权重 ▼ | | --- | --- | --- | --- | --- | --- | | 1 | 002230 | 科大讯飞 | 计算机 | 2.16% | 10.98% | | 2 | 300124 | 汇川技术 | 机械设备 | -3.12% | 9.93% | | 3 | 601689 | 拓普集团 | 汽车 | -0.67% | 7.20% | | 4 | 002236 | 大华股份 | 计算机 | -2.52% | 4.53% | | 5 | 002008 | 大族激光 ...

本文来自微信公众号： TOP创新区研究院 ，作者：TOP + Moonshot，原文标题：《马斯克"闭门"预 警：留给旧世界的时间只剩2000天，而中国握着唯一的"王牌"……》，头图来自：视觉中国 "我担心的不是长远的未来，我只担心接下来的3到7年。" 1月6日，在德州超级工厂（Giga Texas）的灯光下，埃隆·马斯克对着老友Peter Diamandis（XPRIZE、 Singularity University创始人，《富足》作者）和风投家Dave Blundin说了句实话。 如果你看完（听完）这场长达3小时的《Moonshots》对话，信息密度之高，甚至超过了他以往任何一次 公开露面，这次对话仿佛一场"碳基文明向硅基文明交棒"前的最后通气会，没有老登话术（宏大的情 怀、愿景等），只有硬核的物理学铁律和工程学倒计时。 从中国读者的角度看，这场对话的味道更加复杂： 他在警示全球的同时，却意外地验证了中国过去40年"疯狂基建"的正确性。 以下是我们从这场对话中，提炼出的10个终极判断，以及，针对我们中国读者关心的制造业转型、能源 基建优势、教育内卷以及中美科技博弈重点分析。 一、10大真相 1．倒计时： ...

AIPress.com.cn报道 周末花时间把Elon Musk那场长达三小时的深度访谈反复刷了几遍，那种对于未来紧迫感的焦虑感挥之不去。 Musk在对话中直言红利窗口期可能只剩下两三年，但结合这几年的技术迭代，这个时间窗口或许正在以惊人的速度关闭。 大多数人还在按部就班地规划职业生涯，却没意识到整艘大船的航向已经发生了剧烈的偏转。 Musk对于就业市场的预判比以往任何时候都要冷酷且具体。 现在所有人都在盯着参数量看，觉得模型越大越好，但Musk直接换了个维度看问题。 他认为我们严重低估了单位算力和单位能耗下的智能产出，现在的模型还有两个数量级的优化空间。 他认为以目前AI进化的速度，已经接近能够替代全球一半的白领工作。这不仅是个人的职业危机，更是企业层面的生死存状。 他在访谈中极具预见性地指出，未来完全由AI运营的公司将会彻底摧毁那些没有利用AI的公司。这种打击将是毁灭性的，因为传统企业在效率维度上将 完全失去反抗能力。 如果你还在犹豫是否要拥抱AI，现实可能很快就会让你无路可退。 关于通用人工智能AGI的时间表，Musk给出的预测极其激进。 他认为2026年就能实现AGI，而到了2030年，AI的智能水平 ...

以下文章来源于TOP创新区研究院 ，作者TOP + Moonshot TOP创新区研究院 . 创新区研究，就在TOP研究院。TOP研究院专注于全球创新区的一体化研究，从Talent(个人), Organization(组织), Place(区域)三大维度出发，通过"研究/连接/分享"，探索中国创新区的实践路径。 本文来自微信公众号： TOP创新区研究院 ，作者：TOP + Moonshot，原文标题：《马斯克"闭门"预 警：留给旧世界的时间只剩2000天，而中国握着唯一的"王牌"……》，头图来自：视觉中国 "我担心的不是长远的未来，我只担心接下来的3到7年。" 1月6日，在德州超级工厂 （Giga Texas） 的灯光下，埃隆·马斯克对着老友Peter Diamandis （XPRIZE、Singularity University创始人，《富足》作者） 和风投家Dave Blundin说了句实话。 如果你看完 (听完) 这场长达3小时的《Moonshots》对话，信息密度之高，甚至超过了他以往任何一 次公开露面，这次对话仿佛一场"碳基文明向硅基文明交棒"前的最后通气会，没有老登话术 （宏大 的情怀、愿景等） ...

1月12日，A股市场震荡上行，沪指强劲冲高，冲击17连阳！硬科技板块接连上涨，机器人ETF基金(159213)放量上涨2.9%，冲击3连阳。盘中资金汹涌涌 入，机器人ETF基金(159213)强劲吸金超1700万元，加上今日已连续10日吸金，合计净流入超2.4亿元！ 机器人ETF基金(159213)标的指数成分股多数上涨，成分股科大讯飞涨超8%，中控技术上涨6.9%，大华股份涨3.66%，机器人涨2.5%，汇川技术、绿的谐波 涨幅居前，拓普集团、大族激光等涨幅居前。 | 序号 | 代码 | 名称 | 申万一级行业 | 涨跌幅 | 估算权重 ▼ | | --- | --- | --- | --- | --- | --- | | 1 | 002230 | 科大讯飞 | 计算机 | 8.35% | 10.54% | | 2 | 300124 | 汇川技术 | 机械设备 | 1.89% | 9.89% | | 3 | 601689 | 拓普集团 | 汽车 | -2.16% | 7.54% | | 4 | 002236 | 大华股份 | 计算机 | 3.66% | 4.45% | | 5 | 002008 | 大族激光 ...

【主编观市】 当前A股市场异常强劲，上周五沪指突破4100点，量能突破了三万亿，这是标志性事件。港股则相对逊 色，涨幅并不大，更多受海外事件影响。 最大扰动就是地缘政治，委内瑞拉告一段落，最新目标直指伊朗。1月11日获悉，美国官员称，美国总 统特朗普正在考虑干涉伊朗的多种方案。包括宣布向中东派遣航母战斗群、发动网络攻击和信息战等。 另外，特朗普表示，针对墨西哥境内贩毒集团的军事行动"很快"将启动。 除非采取实质性具体行动，否则很难撼动上涨趋势。美国最高法院推迟对特朗普关税案件判决，下次判 决将在本周14日。推迟本身就是利好。1月13日周二美国将公布12月CPI数据，机构普遍预期核心CPI环 比将出现显著反弹。1月14日周三，美联储发布关于地区经济状况的最新褐皮书调查。预计都偏正面。 注意一下台积电周四的财报是全球AI产业链的"风向标"。 热点方向，商业航天无疑是最强主线，据最新消息，国际电信联盟（ITU）官网显示，中国提交了新增 20.3万颗的卫星申请，此次申报涵盖14个卫星星座。美国星链规模再扩容，美FCC批准SpaceX部署7500 颗第二代卫星。这个方向成为大国博弈新角力场。 2026年1月11日，马斯 ...

Group 1 - The A-share market experienced a rebound, with the Shanghai Composite Index rising nearly 1% and returning to 4100 points for the first time in 10 years [1] - The Robot ETF Fund (159213) saw a significant inflow of funds, attracting over 210 million yuan in a single day and accumulating over 2 billion yuan in inflows over the past nine days [1] - The top ten constituent stocks of the Robot ETF Fund showed strong performance, with notable gains from companies like Keda Xunfei (10.31%) and Dazhong Laser (4.12%) [1] Group 2 - The Ministry of Industry and Information Technology and eight other departments issued an implementation opinion on the "Artificial Intelligence + Manufacturing" initiative, emphasizing the acceleration of industrial robot applications and the establishment of humanoid robot production bases [2] - The humanoid robot industry is in its early production stage, with significant breakthroughs in order sizes and a shift towards mass production, indicating a growing market presence [3][4] - By 2025, the cumulative order volume for domestic humanoid robots is expected to exceed 20,000 units, with an estimated delivery volume of over 10,000 units for the year, reflecting rapid maturation of production capacity and supply chain collaboration [3] Group 3 - The humanoid robot market is projected to grow significantly, with estimates suggesting a market size of 2.383 trillion yuan by 2030, representing over 40 times growth from 2025 [6] - The industry is expected to evolve from structured industrial applications to semi-structured commercial services and eventually to open household scenarios, indicating a broadening of application areas [4] - Elon Musk's insights on humanoid robots suggest a future demand ratio of 3:1 to 5:1 between humanoid robots and humans, potentially leading to a global stock of 20 to 30 billion humanoid robots [7] Group 4 - The development of humanoid robots faces three main challenges: creating a highly dexterous hand, developing an AI brain that understands the real world, and achieving large-scale production capabilities [10] - The current focus is on advancing the AI brain, which is crucial for the practical application of humanoid robots, as hardware advancements are already converging [10][11] - Major tech companies are actively investing in humanoid robots, indicating a significant growth opportunity in this sector, with the Robot ETF Fund providing a means for investors to engage with this emerging market [11]

Core Insights - Humanity is currently in the "biological bootloader" phase of digital superintelligence, with a transformative wave of change that cannot be halted [4] - Elon Musk predicts that Artificial General Intelligence (AGI) will be achieved by 2026, with AI's total intelligence surpassing that of all humanity by 2030 [5][6] - The transition period leading to AGI will be tumultuous, particularly affecting white-collar jobs, as AI is capable of performing over half of these roles [9] AGI and Technological Singularity - Musk asserts that we are already experiencing the "technological singularity," characterized by rapid and irreversible changes [6] - The impact of AI will lead to a significant reshaping of the workforce, with white-collar jobs being the first to disappear [9] Economic Predictions - Musk introduces the concept of Universal High Income (UHI), suggesting that a future of abundance will allow people to have whatever they desire, as production costs will drop significantly [11] - He warns that this abundance will coincide with social unrest, as society grapples with the implications of a world where work is no longer a measure of value [11] Energy Competition - Musk praises China's efficiency in solar energy deployment, stating that by 2026, China's electricity output will be three times that of the U.S. [12] - He emphasizes the need for the U.S. to catch up in energy production to remain competitive in AI [12] Space and Computing Infrastructure - Musk plans to establish "orbital data centers" using Starship, which will reduce launch costs to below $100 per kilogram, enabling large-scale computing in space [13] - This shift aims to create a self-evolving "Dyson Swarm" and address energy challenges for AI infrastructure [13] AI Safety Principles - Musk outlines three core principles for AI safety: Truth, Curiosity, and Beauty, to prevent AI from becoming a threat to humanity [15] - He emphasizes the importance of ensuring AI remains curious about humanity and does not resort to deception [15]

格隆汇1月8日丨会通股份(688219.SH)在投资者互动平台表示，公司产品暂未用于Optimus机器人。 ...

Core Insights - Humanity is in the "biological bootloader" phase of digital superintelligence, with a transformative wave of change that cannot be halted [1] - Elon Musk predicts that Artificial General Intelligence (AGI) will be achieved by 2026, with AI intelligence surpassing that of all humans combined by 2030 [1][4] Group 1: Technological Transformation - Musk describes AI and robotics as a "supersonic tsunami," indicating that humanity is already in a technological singularity [4][5] - The transition period leading to AGI is expected to be "bumpy," particularly affecting white-collar jobs that involve information processing [5] - Musk anticipates that robots will outperform top human surgeons within 3-5 years, highlighting the precision and shared experience of AI in medical applications [5] Group 2: Economic Predictions - Musk introduces the concept of Universal High Income (UHI), suggesting that the future will bring unprecedented abundance, where prices will drop to the cost of materials and energy [6][8] - He warns that this abundance will coincide with significant social unrest, as society grapples with the implications of a world where work is no longer a measure of value [6] Group 3: Energy Competition - Musk praises China's efficiency in solar energy deployment, stating that China will have three times the electrical output of the U.S. by 2026 [8] - He emphasizes that the future currency will be "wattage," and that the ability to generate and manage energy will be crucial in the AI race [8] Group 4: Space and AI Infrastructure - Musk plans to move computational centers to space, leveraging the low cost of launching payloads with Starship, aiming for under $100 per kilogram [10] - He envisions a "Dyson Swarm" of solar-powered AI satellites in orbit, which would provide continuous energy and computational resources [10] Group 5: AI Safety Principles - Musk outlines three core principles for AI safety: truth, curiosity, and beauty, arguing that these will help prevent AI from becoming a threat to humanity [11]