大家好我是大鱼 今天的资讯 包括下面几个消息 1. 投资市场新闻 2. Optimus遭遇强敌？ 关注这些领域的朋友 不要错过 今天重要的内容 OK let's go 第一部分 投资市场新闻 苹果宣布在美国 投资6000 亿美元 这究竟是真心的改变 还是政治秀？ 这笔四年期的 巨额投资 背景是川普曾威胁 要对海外生产的手机 征收25% 关税 对于iPhone 主要在 中国和印度组装的 苹果来说 这无疑是巨大压力 因此这次投资 更像一张昂贵的 政治保险单 既安抚政府 也稳住利润 投资核心是 美国制造计画 旨在将更多供应链 和先进制造 带回美国 同时创造 两万个工作岗位 成为苹果应对 关税的护身符 但现实是 由于美国高昂的 劳动成本 iPhone 组装线 仍会留在海外 专家分析 这6000 亿大部分 将流向现有的 美国供应商 更像是加码合作 而非建立大型 新工厂的革命性转变 因此尽管这在 宣传上是白宫 和苹果的双赢 但其真正的影响力 仍然有待观察 下面我带给大家 更多最新消息 如果你喜欢 这期影片的分享 希望能点赞和订阅 这是对我最大的 鼓励和支持 第二部分 Optimus遭遇强敌？ 特斯拉的Optimus 可能 ...

Investment Rating - The report maintains a "Recommended" investment rating for the humanoid robot industry [7] Core Insights - The humanoid robot concept index decreased by 0.97% from July 27 to August 1, 2025, outperforming the CSI 300 index by 0.78 percentage points. Year-to-date, the humanoid robot index has increased by 46.07%, surpassing the CSI 300 index by 39.93 percentage points [2][13] - Notable stock performance includes Ruikeda with a weekly increase of 29.13%, while Fengmao shares saw the largest decline at -12.63% [18] Weekly Market Review - From July 27 to August 1, 2025, the humanoid robot concept index experienced a decline of 0.97%, while the year-to-date performance shows a significant increase of 46.07% compared to the CSI 300 index [13][2] - The report highlights that the humanoid robot index has outperformed the CSI 300 index by 39.93 percentage points year-to-date [2] Weekly Hotspots Review Policy Developments - The first batch of open funds for the humanoid robot innovation center has been signed, with a total fund size of 3 million yuan, providing 300,000 to 500,000 yuan per project [21] - The Ministry of Industry and Information Technology announced plans to enhance policies for the development of humanoid robots and other emerging industries [21] Product and Technology Iteration - LimX Dynamics launched the full-size humanoid robot LimX Oli, starting at 158,000 yuan, aimed at AI researchers and robot developers [23] - Skild AI introduced the "Skild Brain" AI model, designed to drive various types of robots, marking a shift towards more versatile humanoid robots [23] - The "Zhiyuan Lingqu OS" open-source plan was released, aiming to standardize and scale the embodied intelligence industry [24] - Songyan Power reported the delivery of 105 humanoid robots in July, a 176% increase from June [24] Investment and Financing - Tongchuan Technology completed A+ round financing, focusing on core components for robots [25] - Zero Degree Robotics announced completion of two rounds of financing, totaling over 100 million yuan [25] - Sichuan Tianlian Robotics signed a guidance agreement for its IPO on the Shanghai Stock Exchange [25] Key Company Announcements - Changying Precision has established partnerships with several leading humanoid robot brands and has begun mass production [27] - Yutai Micro has developed Ethernet products for humanoid robots, gradually generating revenue [27] - Yushu Technology signed strategic cooperation agreements with Hong Kong-listed company Giant Star Legend and Zhejiang Taotao Vehicle [27] - Daoshi Technology announced a strategic cooperation agreement focusing on materials for humanoid robot components [27]

Group 1 - Skild AI, supported by Amazon and SoftBank, launched a general AI model "Skild Brain" that adapts to various hardware from industrial robotic arms to humanoid robots, enhancing autonomous decision-making and navigation capabilities [1] - The collaboration between Giant Star Legend and Yushu Technology focuses on developing companion four-legged robotic dogs, leveraging IP resources and hardware technology to expand the consumer robot market globally [4] - StrongRay Technology has initiated humanoid robot business with some order deliveries, emphasizing the uncertainty in business expansion while utilizing powder metallurgy and MIM technology for high-precision components [7] Group 2 - NVIDIA's VP Deepu Talla will deliver a keynote speech at RoboBusiness 2025, discussing physical AI that enables robots to perceive, reason, and act in real environments, marking a shift from rule-based to adaptive intelligent agents [10] - Apera AI completed an oversubscribed Series A funding round to enhance its 4D vision system, aimed at improving industrial robots' visual recognition accuracy and operational speed, serving clients in the automotive sector [13]

2. 近日，心径医疗与东湖高新区签约，将在光谷开展"AI人工心脏"项目开发。AI人工心脏是一种部分或 完全替代自然心脏给人体供血的辅助装置。它就像一个"会思考的泵"，不仅能像传统人工心脏一样将血 液泵送到全身、维持血液循环，还能通过AI算法实时分析患者身体状态，自动调整工作模式。 【市场复盘】 本周二(7月29日)，科创人工智能ETF华夏(589010)收涨2.38%，盘中一路上扬，上攻动能强劲。科创板 是A股科技属性最强的板块，叠加AI浪潮持续演绎，促使市场资金转战"双创"板块，科创人工智能ETF 华夏喜提"五连阳"，近5个交易日涨幅达8.5%，走出短期趋势性行情。持仓股方面，复旦微电暴涨 9.90%，石头科技上涨6.48%，道通科技、寒武纪、天准科技涨幅超4%。机器人ETF(562500)收涨 0.11%，盘中整固蓄势，向下有支撑，向上待催化。当日成交总额8.91亿元，换手5.52%。持仓股方面， 石头科技、科沃斯联袂上涨超6%；大族激光、三丰智能、弘讯科技跌幅超2%。规模方面，机器人ETF 最新份额为179.70亿份，位居可比基金首位；最新规模达161.96亿元，远超其他同类基金。 【热点要闻】 1.近 ...

Key Points - A chip team in Shanghai has announced significant layoffs, compensating employees at N+3, which is higher than the legal N+1 standard, indicating a strategic shift rather than a complete exit from the WiFi chip sector [4] - Transsion Holdings has established a mobility division to explore the two-wheeled electric vehicle market, focusing on expansion in Africa and other developing countries [6] - GAC Group has committed to ensuring dealer rebates are fulfilled within two months, aligning with new regulations aimed at improving payment timelines for small and medium enterprises [9] - Baidu has launched a large-scale recruitment drive for top AI talent, expanding job openings by over 60% compared to previous years, with no salary cap for selected candidates [10] - Apple has regained the top spot in smartphone sales in China, with significant sales growth attributed to price reductions and the introduction of the iPhone 16 series [12] - Horizon Robotics' founder noted that while consumers enjoy discussing advanced driver assistance systems, they prioritize vehicle appearance, space, and safety when purchasing [13] - Toyota's chairman has sparked controversy by claiming that one electric vehicle's pollution is equivalent to three hybrid vehicles, emphasizing the need for a balanced approach to automotive transition [24][25] - Ant Group has undergone a leadership change, with CEO Han Xinyi becoming the legal representative, while former representative Jing Xiandong remains as chairman [17] - Skild AI has attracted investment from Nvidia and Samsung, raising its valuation to $4.5 billion, focusing on developing AI software for robotics [28]

Core Viewpoint - The collaboration between Nvidia and Samsung in investing in Skild AI highlights the growing interest and potential in the embodied intelligence robotics sector, with Skild AI's valuation reaching approximately $4.5 billion after its Series B funding round [1][11][13]. Group 1: Investment and Valuation - Nvidia invested $25 million (approximately 180 million RMB) while Samsung contributed $10 million in Skild AI's Series B funding, which was led by SoftBank Group with a $100 million investment [1][2]. - Skild AI's valuation surged to about $4.5 billion following this funding round, reflecting significant growth from its previous valuation of over $1.5 billion after its Series A round, which raised $300 million [2][11]. Group 2: Company Background and Technology - Founded in 2023, Skild AI exemplifies a dual-driven model of capital and technology, aiming to innovate in the robotics field by developing a "general brain" for robots through its Skild Brain model [2][3]. - The company addresses the limitations of traditional robots, which are often restricted to pre-programmed tasks, by enabling robots to learn and adapt in real-world environments [3][4]. Group 3: Team and Expertise - Skild AI's core team includes co-founders Deepak Pathak and Abhinav Gupta, who have extensive experience in self-supervised robotics and adaptive learning, with over 25 years in the field and significant academic contributions [5][6]. - The team comprises experts from major tech companies like Meta, Tesla, Nvidia, and Google, as well as academic elites from institutions such as Stanford and UC Berkeley, providing a strong foundation for technological breakthroughs [8]. Group 4: Market Dynamics and Competition - Samsung's investment strategy appears to be more about maintaining a foothold in the robotics sector rather than making a significant bet on Skild AI's current solutions, as they aim to keep pace with local competitors like LG and Hanwha [9][10]. - The rise of Skild AI is indicative of a broader trend where major tech companies are increasingly investing in the robotics sector, recognizing the potential of embodied intelligence to transform industries [11][13].

过去的人工智能助手大多只能进行对话或提供信息参考，人类仍需亲自执行具体操作。但 2025 年这一局面正在改变。以法律科技新星 Harvey 为例，其软 件不仅能解答法律问题，更能完整处理法律工作流程：从文件审阅到案件预测分析，平台可自动生成法律文书、提出修订建议，甚至协助完成谈判自动 化、案件管理和客户联络 —— 这一系列工作通常需要一个初级律师团队才能完成。正是这种突破性进展让 Harvey 成功入选《福布斯》 AI 50 榜单，标志 着 人工智能正从辅助工具进化为真正的业务执行者。 企业级工具引领创新浪潮 今年 AI 50 榜单中，众多佼佼者都是能直接参与实际工作的企业级解决方案。初创公司 Anysphere 旗下产品 Sierra 和 Cursor 堪称新一代商业 AI 的典范。 Sierra 在实现全天候自动化客服的同时大幅提升服务质量，为企业开辟了 7×24 小时客户服务新路径。而 Cursor 则在软件开发圈内引发轰动，其技术突破在 于：用户只需用日常英语描述需求，不仅能实现代码自动补全（类似 GitHub CoPilot ），更能直接生成完整功能模块乃至整个应用程序。 机器人产业步入爆发期 图片 ...