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今天11月3日周二8 条
  1. EE Times18

    MediaTek 网络研讨会:面向机器人与自主系统的边缘生成式 AI

    MediaTek 将于 2026 年 11 月 25 日 10:00 CET 举办网络研讨会,主题为边缘 AI 如何支撑机器人和自主系统等物理 AI 感知、推理并与现实世界交互。内容涵盖模型准备与优化、硬件加速、应用集成、性能评估以及从演示走向真实部署的约束。所有报名者可在直播后观看点播回放。

    AI 生成摘要 · 以原文为准

  2. a16z61

    Tutor Intelligence 宣布完成 7500 万美元 B 轮融资,由 a16z 领投,USV 和 Neo 参投。公司机器人在美国多地制造和物流产线投入实际工作,由人工"tutor"远程操作并结合自训基础模型;部署站点约为一年前的 4 倍,今年近三分之一部署来自回头客,公司计划到 2027 年底在手合同机器人超过 1000 台,融资将用于前沿模型训练、机器人制造和行业部署。

    AI 生成摘要 · 以原文为准

    引用Josh Gruenstein@joshgruenstein

    We raised a $75M Series B to deploy intelligent robots now, led by @a16z, with participation from @usv and @neo. @tutorintel robots work real jobs across the United States, directed by human “tutors” and the foundation models we’ve trained on the work done. This round accelerates frontier model training, robot manufacturing, and deployment into industry. We’re in almost 4x as many sites as a year ago; nearly a third of this year’s deployments went to existing customers coming back for more; and we’re on track to have more than 1,000 robots under contract by the end of 2027. Our mission is to proliferate robotics for the common good. If you want to make robots reliably do things others think are impossible, for people who’ve never had access to this technology, join us.

  3. a16z59

    Tutor Intelligence 宣布完成 7500 万美元 B 轮融资,由 a16z 领投,USV 和 neo 参投,用于加速前沿模型训练、机器人制造和行业部署。公司披露站点数量约为一年前的 4 倍,今年近三分之一部署来自老客户复购,目标是 2027 年底在约机器人超过 1000 台。

    AI 生成摘要 · 以原文为准

    引用Josh Gruenstein@joshgruenstein

    We raised a $75M Series B to deploy intelligent robots now, led by @a16z, with participation from @usv and @neo. @tutorintel robots work real jobs across the United States, directed by human “tutors” and the foundation models we’ve trained on the work done. This round accelerates frontier model training, robot manufacturing, and deployment into industry. We’re in almost 4x as many sites as a year ago; nearly a third of this year’s deployments went to existing customers coming back for more; and we’re on track to have more than 1,000 robots under contract by the end of 2027. Our mission is to proliferate robotics for the common good. If you want to make robots reliably do things others think are impossible, for people who’ve never had access to this technology, join us.

  4. a16z52

    Tutor Intelligence 联合创始人兼 CEO Josh Gruenstein 在 a16z 播客中表示,人们想象中的无人化工厂只是美国制造物流的最顶端 0.01%,大量百万平方英尺设施仍靠人工在传送带和折叠桌旁手工操作。他称这类体力活极难招工,从业者平均年龄 55 岁且面临退休,甚至 iPhone 在最大规模下也是人工完成包装装盒。

    AI 生成摘要 · 以原文为准

    引用a16z@a16z

    Tutor Intelligence co-founder and CEO Josh Gruenstein is putting AI robots to work in American factories and warehouses, taking on the back-breaking jobs they can't hire for. Tutor builds its robots in Massachusetts and charges by the hour, with no upfront cost. When the AI gets stuck, a human "tutor" takes over and teaches it the task, creating training data along the way. Josh joins a16z's Martin Casado and Raghu Raghuram to discuss how Tutor goes from a first sales call to a working robot in about three months, why so many robot startups died building for a single customer, why anyone will be able to start a business in the physical world, and a whole lot more. 0:50 Deploy robots, then build the data 2:50 Why smart robots aren't enough 4:38 The ultimate systems problem 6:45 Why robot companies go vertical 9:07 How remote humans tutor robots 11:00 Will robots outgrow their tutors? 14:54 How AI labs sped up robotics 16:57 Meet Cassie and Sonny 20:55 What factory work actually looks like 23:18 A robot for $16 an hour 25:51 When robots become coworkers 29:04 Why robot startups keep dying 31:21 When 1% cheaper flips a market 34:52 Robots cost more to run than to buy 38:18 China's automation bet may backfire 42:02 Real-world RL on a 100-robot fleet YouTube: https://youtu.be/lXkjXSul6yg @joshgruenstein @tutorintel @martin_casado @RaghuRaghuram

  5. a16z54

    Tutor Intelligence 联合创始人兼 CEO Josh Gruenstein 在 a16z 访谈中表示,即使机器人拥有完美智能,机器人行业的问题也不会被解决,因为瓶颈在于规模化制造机器人和找到客户,而非智能本身。他称机器人即便在制造业和物流等最自动化的行业中也只占很小的比例,机器人创业需要把智能、硬件和客户三块拼在一起。

    AI 生成摘要 · 以原文为准

    引用a16z@a16z

    Tutor Intelligence co-founder and CEO Josh Gruenstein is putting AI robots to work in American factories and warehouses, taking on the back-breaking jobs they can't hire for. Tutor builds its robots in Massachusetts and charges by the hour, with no upfront cost. When the AI gets stuck, a human "tutor" takes over and teaches it the task, creating training data along the way. Josh joins a16z's Martin Casado and Raghu Raghuram to discuss how Tutor goes from a first sales call to a working robot in about three months, why so many robot startups died building for a single customer, why anyone will be able to start a business in the physical world, and a whole lot more. 0:50 Deploy robots, then build the data 2:50 Why smart robots aren't enough 4:38 The ultimate systems problem 6:45 Why robot companies go vertical 9:07 How remote humans tutor robots 11:00 Will robots outgrow their tutors? 14:54 How AI labs sped up robotics 16:57 Meet Cassie and Sonny 20:55 What factory work actually looks like 23:18 A robot for $16 an hour 25:51 When robots become coworkers 29:04 Why robot startups keep dying 31:21 When 1% cheaper flips a market 34:52 Robots cost more to run than to buy 38:18 China's automation bet may backfire 42:02 Real-world RL on a 100-robot fleet YouTube: https://youtu.be/lXkjXSul6yg @joshgruenstein @tutorintel @martin_casado @RaghuRaghuram

  6. a16z48

    Tutor Intelligence 联合创始人 Josh Gruenstein 表示,他目睹机器人初创公司以同样方式失败“连续 5 到 10 次”:它们不是真正的产品公司,而是为单一大型客户花两年打造定制系统,一旦失败或客户需求消失公司就完了。他认为服务多元客户是打磨通用机器人的关键,与中型客户两周签约、机器人随即上线才算成功。

    AI 生成摘要 · 以原文为准

    引用a16z@a16z

    Tutor Intelligence co-founder and CEO Josh Gruenstein is putting AI robots to work in American factories and warehouses, taking on the back-breaking jobs they can't hire for. Tutor builds its robots in Massachusetts and charges by the hour, with no upfront cost. When the AI gets stuck, a human "tutor" takes over and teaches it the task, creating training data along the way. Josh joins a16z's Martin Casado and Raghu Raghuram to discuss how Tutor goes from a first sales call to a working robot in about three months, why so many robot startups died building for a single customer, why anyone will be able to start a business in the physical world, and a whole lot more. 0:50 Deploy robots, then build the data 2:50 Why smart robots aren't enough 4:38 The ultimate systems problem 6:45 Why robot companies go vertical 9:07 How remote humans tutor robots 11:00 Will robots outgrow their tutors? 14:54 How AI labs sped up robotics 16:57 Meet Cassie and Sonny 20:55 What factory work actually looks like 23:18 A robot for $16 an hour 25:51 When robots become coworkers 29:04 Why robot startups keep dying 31:21 When 1% cheaper flips a market 34:52 Robots cost more to run than to buy 38:18 China's automation bet may backfire 42:02 Real-world RL on a 100-robot fleet YouTube: https://youtu.be/lXkjXSul6yg @joshgruenstein @tutorintel @martin_casado @RaghuRaghuram

  7. a16z52

    a16z 播客发布 Tutor Intelligence 联合创始人兼 CEO Josh Gruenstein 的访谈,讨论其 AI 机器人在美国工厂和仓库承担难以招工的重体力工作。Tutor 在马萨诸塞州制造机器人并按小时收费、无前期成本,AI 卡住时由远程人工“tutor”接管教学并积累训练数据,从首次销售电话到机器人上线约需三个月。

    AI 生成摘要 · 以原文为准

    引用a16z@a16z

    Tutor Intelligence co-founder and CEO Josh Gruenstein is putting AI robots to work in American factories and warehouses, taking on the back-breaking jobs they can't hire for. Tutor builds its robots in Massachusetts and charges by the hour, with no upfront cost. When the AI gets stuck, a human "tutor" takes over and teaches it the task, creating training data along the way. Josh joins a16z's Martin Casado and Raghu Raghuram to discuss how Tutor goes from a first sales call to a working robot in about three months, why so many robot startups died building for a single customer, why anyone will be able to start a business in the physical world, and a whole lot more. 0:50 Deploy robots, then build the data 2:50 Why smart robots aren't enough 4:38 The ultimate systems problem 6:45 Why robot companies go vertical 9:07 How remote humans tutor robots 11:00 Will robots outgrow their tutors? 14:54 How AI labs sped up robotics 16:57 Meet Cassie and Sonny 20:55 What factory work actually looks like 23:18 A robot for $16 an hour 25:51 When robots become coworkers 29:04 Why robot startups keep dying 31:21 When 1% cheaper flips a market 34:52 Robots cost more to run than to buy 38:18 China's automation bet may backfire 42:02 Real-world RL on a 100-robot fleet YouTube: https://youtu.be/lXkjXSul6yg @joshgruenstein @tutorintel @martin_casado @RaghuRaghuram

  8. a16z50

    a16z 转发其访谈节目,Tutor Intelligence 联合创始人兼 CEO Josh Gruenstein 表示机器人估值方法就是把机器人能完成的工作量除以成本,若机器人能以更低成本完成工作,市场规模是所有体力劳动。引述某华尔街机构对年度机器人销量的预测为 2026 年 2900 万台、2030 年 9300 万台、2040 年 6.05 亿台、2050 年 14 亿台。

    AI 生成摘要 · 以原文为准

    引用a16z@a16z

    Tutor Intelligence co-founder and CEO Josh Gruenstein is putting AI robots to work in American factories and warehouses, taking on the back-breaking jobs they can't hire for. Tutor builds its robots in Massachusetts and charges by the hour, with no upfront cost. When the AI gets stuck, a human "tutor" takes over and teaches it the task, creating training data along the way. Josh joins a16z's Martin Casado and Raghu Raghuram to discuss how Tutor goes from a first sales call to a working robot in about three months, why so many robot startups died building for a single customer, why anyone will be able to start a business in the physical world, and a whole lot more. 0:50 Deploy robots, then build the data 2:50 Why smart robots aren't enough 4:38 The ultimate systems problem 6:45 Why robot companies go vertical 9:07 How remote humans tutor robots 11:00 Will robots outgrow their tutors? 14:54 How AI labs sped up robotics 16:57 Meet Cassie and Sonny 20:55 What factory work actually looks like 23:18 A robot for $16 an hour 25:51 When robots become coworkers 29:04 Why robot startups keep dying 31:21 When 1% cheaper flips a market 34:52 Robots cost more to run than to buy 38:18 China's automation bet may backfire 42:02 Real-world RL on a 100-robot fleet YouTube: https://youtu.be/lXkjXSul6yg @joshgruenstein @tutorintel @martin_casado @RaghuRaghuram

11月2日周一
  1. 巨潮资讯 · A 股公告30

    绿的谐波(688017)发布2026年第三季度报告更正公告,更正前10名无限售条件股东持股数据

    绿的谐波(688017)就10月31日披露的《2026年第三季度报告》发布更正公告,更正前10名无限售条件股东持股情况表数据。更正后左晶持有无限售条件流通股数量为31,707,522股、香港中央结算有限公司为7,311,360股等,其他内容不变,更正后报告已在上交所网站披露。

    AI 生成摘要 · 以原文为准

  2. 巨潮资讯 · A 股公告72

    绿的谐波发布 2026 年三季报更正后版本,前三季度营收 5.91 亿元同比增 45.30%

    绿的谐波发布 2026 年第三季度报告(更正后),前三季度营业收入 5.91 亿元,同比增长 45.30%;归母净利润 1.22 亿元,同比增长 30.33%。第三季度单季营收 2.42 亿元,同比增长 56.10%。公司将增长归因于工业机器人行业份额提升、具身智能机器人业务规模大幅增长、生产运营效率提升及产能扩张。

    AI 生成摘要 · 以原文为准

10月31日周六
  1. The Humanoid Hub35

    马斯克否认了 Optimus 将于今年 12 月开放预订的报道。 该报道源自 Humanoids Summit 组织者 Modar Alaoui 接受 The San Francisco Standard 采访时所说。

    AI 生成摘要 · 以原文为准

    引用The Humanoid Hub@TheHumanoidHub

    Humanoids Summit organizer Modar Alaoui has spilled the beans on Tesla's secret Optimus plans in an interview with The San Francisco Standard. What he says Tesla told him: Optimus reservations will be timed to launch with his summit (Dec 1-2), or in the days right after. Tesla is a key partner of the event this year and plans to demo the Optimus V3 and showcase its self-driving cars there. What Alaoui expects on top of that: consumer reservations open in early December (a first for the public), the first shipment being the V3 since the prior gen was mainly a prototype, and most robots going to companies with only a small number set aside for consumers, at an expected $20,000+.

  2. IEEE Spectrum · Robotics36

    IEEE Spectrum Video Friday:Spot 展示全身操作能力

    IEEE Spectrum 本周机器人视频精选中,RAI 展示 Boston Dynamics 的 Spot 机器人进行全身操作搬轮胎,但存在误把深度图像中其他物体认作轮胎的情况。同期亮点还包括 Luxonis 发布 70 x 53 mm 视觉计算机 OAK 4 FFC,支持最多五路摄像头并可自行完成同步、立体深度与 AI 运算。

    AI 生成摘要 · 以原文为准

  3. 巨潮资讯 · A 股公告76

    绿的谐波发布2026年三季报:前三季度营收5.91亿元,同比增长45.30%

    绿的谐波发布2026年第三季度报告,前三季度营业收入590,881,048.96元,同比增长45.30%;归母净利润122,081,296.73元,同比增长30.33%。第三季度单季营收242,331,860.86元,同比增长56.10%。公司称增长主要来自工业机器人行业份额提升以及具身智能机器人业务规模大幅增长、产能扩张。

    AI 生成摘要 · 以原文为准

    关注理由:公告将营收增长归因于工业机器人份额提升与具身智能机器人业务放量,并解释了经营现金流为负的票据结算原因。

10月30日周五
  1. The Humanoid Hub47

    机器人智能正从实验室走向云端。 PokeBot 发布了 RoboAPI:一个开箱即用的具身 API,只需自然语言提示词,就能在支持的硬件上运行其 Poke-Aurora 世界-动作模型。 它能够以约 1 倍人类速度进行零样本泛化,且开放可验证:你可以在自己的环境、自己的任务上测试它。 RoboAPI 是 PokeBot 旗下非商业产品。 文档:http://developers.pokebot.com/docs/roboapi

    AI 生成摘要 · 以原文为准

    引用PokeBot@PokeBot_Global

    Don't trust demos. Try it yourself. Introducing RoboAPI, powered by Poke-Aurora, our world-action model. Give compatible robots natural-language instructions through a simple API. No task-specific training. More information: https://pokebot.com/ai

  2. a16z41

    a16z 的 Connor Love 表示,面向国防建设就是为其他一切领域建设:军用系统所需的执行器、电机、阀门和开关等子系统,与未来机器人系统完全相同,一旦能“按质量和按成本”制造这些部件,原本不可行的市场就会变得可行。他认为 AI 终将能“转动扳手”,届时美国将迎来机器人浪潮,且无需依赖中国工厂。他强调美国工业基础在组件层面严重不足,必须补强。

    AI 生成摘要 · 以原文为准

    引用a16z@a16z

    The American Dynamism 50 is a16z's annual list of companies building for America's future. This year's edition covers the industrial base end to end, from the inputs that come out of the ground to factories that make things and systems that deter conflict. a16z's Erin Price-Wright and Connor Love join Elena Burger to break down this year's list and its theme, Production is Deterrence, built around a simple idea: "You don't have a defense industrial base without an industrial base." 0:50 From mines to factories and systems 3:05 How the internet and nuclear was built 5:05 Drones built DJI into a robotics giant 6:50 Defense dollars pay for new factories 8:30 SpaceX and Tesla lessons on scale 10:15 How Mariana runs a mine on software 12:20 "AI cannot turn a wrench yet" 14:10 Retooling in 20 mins, not 3 months 17:45 Startups build before Pentagon asks 20:35 Why hard tech can be more valuable 24:45 The race for the biggest American flag 28:25 How defense parts unlock US robotics 32:05 The rise of the "manufacturing middle" 37:25 Anduril and SpaceX founder mafias 41:05 Private capital: USA's edge over China 46:30 The buildout must hit Middle America YouTube: https://youtu.be/cRJ7CfaK1Vc @espricewright @ConnorLoveCA @VirtualElena

10月29日周四
  1. EE Times62

    意法半导体权衡为人形机器人开发更强 MCU/MPU,主张边缘处理快速反应

    意法半导体机器人业务战略项目总监 Allan Lagasca 接受 EE Times 采访时称,人形机器人的快速反应应在边缘完成,整机协调交给中央 GPU,因为往返传输的延迟会影响关节动作;公司尚未决定是否开发更强的 MCU 或 MPU,取决于机器人市场放量情况。采访展示的机械手演示基于 STM32N6 微控制器运行手势识别,摄像头模块集成图像传感器、IMU 与 ToF 传感器。

    AI 生成摘要 · 以原文为准

  2. 巨潮资讯 · A 股公告66

    拓普集团发布2026年第三季度报告:Q3营收84.16亿元同比增5.28%,归母净利润6.40亿元同比降4.78%

    拓普集团发布2026年第三季度报告,第三季度营业收入84.16亿元,同比增长5.28%;归属于上市公司股东的净利润6.40亿元,同比下降4.78%。年初至报告期末营收226.15亿元,同比增长8.06%;归母净利润16.62亿元,同比下降15.48%;扣非净利润15.11亿元,同比下降16.84%。报告未经审计,期末股东总数为208,994户,控股股东迈科国际控股(香港)有限公司持股57.88%。

    AI 生成摘要 · 以原文为准

    关注理由:三季报披露了单季与累计收入、净利润及扣非同比变化,可据此对比其利润下滑与收入增长的分化幅度。

  3. 巨潮资讯 · A 股公告53

    埃斯顿因收购埃斯顿酷卓追溯调整 2025 年前三季度财务数据

    埃斯顿公告,因以现金 48,710 万元收购同一控制下的埃斯顿酷卓 100% 股权并将其纳入合并报表,公司对 2025 年前三季度财务数据进行追溯调整。调整后 2025 年 1-9 月营业总收入增加 845.44 万元,归母净利润由 5,113.28 万元调整为 1,825.21 万元,基本每股收益由 0.0334 元调整为 0.0095 元。

    AI 生成摘要 · 以原文为准

  4. 巨潮资讯 · A 股公告65

    埃斯顿发布 2026 年三季报,扣非净利润同比增长 133.31%

    埃斯顿发布 2026 年第三季度报告,第三季度营业收入 11.01 亿元,同比下降 12.43%;归属于上市公司股东的扣除非经常性损益的净利润 4587 万元,同比增长 133.31%。年初至报告期末营收 36.99 亿元,同比下降 2.96%,扣非净利润 1.16 亿元,同比增长 5537.40%。

    AI 生成摘要 · 以原文为准

    关注理由:三季报披露营收下滑但扣非净利润大幅改善,并说明 H 股募资和南京工艺资产重组对报表的多项影响,可据此跟踪后续利润质量。

  5. The Humanoid Hub29

    在等待物理世界 AGI 的同时,今天已有许多危险岗位可以用上 SOTA 遥操作。 Mundane 正在打造直觉化的遥操作:整个躯干逐关节匹配,整条手臂都有真实的力反馈。 完整视频即将发布

    AI 生成摘要 · 以原文为准

    引用mundane@mundanebot

    Every day trade workers risk their lives to keep the lights on. Not anymore. mundane gives tradespeople a second body that can take the shock or blast instead of them. Send the robot into the danger zone; the operator stays in full control from a safe distance. Our mission is to amplify the skilled labor force, not replace it.

  6. The Humanoid Hub45

    Tesla 今年取消延续多年的感恩节投资人 Fremont 工厂参观,外界认为是为了对 Optimus 相关设施保密更久。Scobleizer 的消息称其人类数据采集规模巨大,覆盖家庭与工厂场景,Palo Alto 研发中心的操作员身着带最多 40 个摄像头和 3D 传感器的采集装备,三班倒 24 小时进行。

    AI 生成摘要 · 以原文为准

    引用Robert Scoble@Scobleizer

    Tesla’s Optimus training regime leak. Workers in its Palo Alto R&D facility have been holding “robot university” for many months already. Press got it wrong when they said it just started up. Workers are wearing 24 lb suits with up to 40 cameras and grids of 3D sensors. To capture very detailed video and 3D fields of whatever the worker does. There are multiple configurations. They are given different tasks to do. They don’t know where the tasks come from. Multiple squads are working on three shifts 24 hours a day. Similar efforts were seen at the Texas factory. The data collection effort is immense. A Tesla car only has nine cameras. This leads to a data flywheel that is orders of magnitude more data than the car captured. Separate teams are capturing home data, like making a sandwich, while other teams capture jobs on factory floor, like installing HVAC systems in cars. Elon isn’t playing around. I can’t tell you how I learned this.

  7. EE Times27

    NSING 发布具身 AI 与机器人全栈半导体方案白皮书

    新加坡半导体公司 NSING 发布面向具身 AI 与机器人的全栈半导体方案白皮书,涵盖高性能 MCU、安全 IC、无线连接与 BMS IC。文中详解 N32H7、N32H4、N32MD4、N32G45x MCU 系列、NS350/N32S 系列安全 IC 与 BLE 产品组合,并提供舵机驱动、人形关节、灵巧手、AMR、四足机器人等选型指南与参考架构,另设章节说明基于硬件信任根、安全启动。

    AI 生成摘要 · 以原文为准

10月28日周三
  1. 巨潮资讯 · A 股公告67

    三花智控发布2026年三季度报告,前三季度营收252.74亿元、归母净利润30.67亿元

    三花智控(002050)发布2026年第三季度报告,本报告期营业收入83.74亿元,同比增长7.82%,归母净利润10.23亿元,同比下降9.64%;前三季度营业收入252.74亿元,同比增长5.18%,归母净利润30.67亿元,同比下降5.40%。前三季度财务费用同比增加2.67亿元,主要系汇兑损失影响,公允价值变动收益同比减少3.24亿元,主要系投资浮亏及汇率衍生工具浮动损益影响。

    AI 生成摘要 · 以原文为准

    关注理由:三季报披露营收增长但净利润下滑的主因是汇兑损失与投资浮亏,可用作跟踪其利润结构和汇率敞口的依据。

  2. 巨潮资讯 · A 股公告67

    兆威机电披露 2026 年三季报:扣非净利润下滑 39.63%,H 股募资到账推高总资产

    兆威机电发布 2026 年第三季度报告,前三季度营业收入 12.62 亿元,同比增 0.53%;归母净利润 1.23 亿元,同比降 32.35%,扣非净利润 9673 万元,同比降 39.63%。第三季度单季营收 4.45 亿元,同比降 4.94%,归母净利润 4795 万元,同比降 29.44%。经营活动现金流量净额 1.58 亿元,同比增 54.67%,公司称主要系销售结构变化回款加快。

    AI 生成摘要 · 以原文为准

    关注理由:三季报披露营收微增而扣非净利润下滑近四成,并说明 H 股募资到账推动总资产大增,可据此跟踪盈利与募资用途变化。

  3. IEEE Spectrum · Robotics33

    机器人安全功能本身正常,但如果输入被伪造呢?VicOne LAB R7 解析安全假设如何被攻击打破

    VicOne LAB R7 展示了机器人安全功能在输入被操纵时仍按设计响应的风险:在使用 Gemma 4 E4B 的机器狗测试中,海报上的文字被当作指令改变移动;在使用 Nemotron、运行于 NVIDIA Jetson AGX Orin 的医院服务机器人仿真中,人耳听不到的伪造音频改变了行为。文章还提及 ROS 2/DDS 消息注入使机器人移动。

    AI 生成摘要 · 以原文为准

10月27日周二
  1. 巨潮资讯 · A 股公告57

    埃斯顿 2.106 亿元竞得埃斯顿江苏智能 19.4574% 股权并与国家制造业基金签约

    埃斯顿通过公开摘牌方式竞得埃斯顿江苏智能 19.4574% 股权,受让价格 2.106 亿元,2026 年 10 月 27 日与国家制造业基金签署《产权交易合同》。公司已支付保证金 6,318 万元并将转为部分价款,其余 1.4742 亿元须在合同生效后 5 个工作日内一次性支付。

    AI 生成摘要 · 以原文为准

10月26日周一
  1. 巨潮资讯 · A 股公告70

    汇川技术发布2026年三季报:前三季度营收379.56亿元,同比增长19.88%

    汇川技术发布2026年三季报,1-9月营业收入379.56亿元,同比增长19.88%;归母净利润43.98亿元,同比增长3.38%;扣非净利润39.07亿元,同比增长0.49%。分业务看,工业自动化与数字化收入约199亿元,同比增长约27%,其中通用自动化约159亿元、同比增长约33%;新能源汽车动力系统约155亿元,同比增长约8%;智能机器人与数字能源新兴业务约21亿元,同比增长约88%。

    AI 生成摘要 · 以原文为准

    关注理由:三季报分业务披露了工业自动化、新能源汽车动力系统和新兴业务的收入与增速,可用于跟踪通用自动化复苏和智能机器人业务的放量节奏。

  2. 华尔街见闻 · 摩根大通68

    摩根大通将宇树科技评级上调两级至增持,目标价升至995元

    摩根大通10月25日研报将宇树科技评级由低配上调两级至增持,2027年12月目标价从300元上调至995元,较10月23日收盘价624元高约59%。核心前提是物理AI突破窗口从最长10年提前至未来1至2年或2至3年;该行将宇树2028年人形机器人销量预测从4.1552万台上调至11.1554万台,2028年全球市场份额预测从8%升至21%,预计2026至2028年营收分别为28.19亿元。

    AI 生成摘要 · 以原文为准

10月24日周六
  1. IEEE Spectrum · Robotics34

    Video Friday:ETH Zurich 四足机器人仅用脚自主还原巨型魔方

    IEEE Spectrum 每周机器人视频精选中,ETH Zurich 的四足机器人仅靠脚自主还原巨型魔方。其他亮点包括 KAIST Humanoid v0.9 人形机器人用机载视觉反馈推动 35 kg、举起 20 kg 物体,以及 SuperMimic 在单 GPU 上 3 小时训练即超越 128 GPU 训练 7 天的运动跟踪基线,GPU 时数减少超 1000 倍。

    AI 生成摘要 · 以原文为准