In this era, even robots have to go to school. Come take a look at what robots learn in school? #IntelligentRobot# 這年頭，機器人也得上學了。來看看機器人在學校都學啥？ #智能機器人#

美股机器人行业全景： 1. $TER 测试AI芯片，并通过Universal Robots拥有协作机器人 2. $NOVT 精密光子和运动技术，应用于外科和工业机器人内部 3. $OUST 为物理AI机器提供眼睛和感知功能，帮助它们看清并映射物理世界 4. $HIMX 提供视觉和显示芯片，帮助机器人在边缘处理图像、深度和传感器输入 5. $AMBQ 为机器人和设备提供低功耗边缘AI层，实现智能功能而无需消耗大量能源 6. $ON 在收购$SYNA后成为物理AI边缘技术栈，结合功率、传感、连接性和机器人边缘AI 7. $SYM 仓库自动化纯投资标的，利用机器人和软件重新设计货物在 fulfillment 中心中的流动方式 8. $VPG 处于力传感和精密测量层，帮助机器人理解压力、重量和现实世界的运动 9. $TSLA 人形机器人平台押注，通过Optimus结合定制硬件、AI推理、自主软件和现实世界的制造规模 10. $CCXI 通过其Digit仓库机器人，为投资者提供对Agility Robotics的公开市场敞口，该公司是人形机器人领域最纯粹的投资标的之一

如果想入门机器人，可以学习英伟达的开源资料。 NVIDIA Isaac Sim™ is an open-source application on NVIDIA Omniverse for developing, simulating, and testing AI-driven robots in realistic virtual environments.

Claude 分享功能 被曝出现隐私泄露问题 据Reddit用户本周末披露，只要在搜索引擎输入"site:"，就能找到数百条被公开索引的Claude对话，内容涉及法律咨询、工程代码、简历、个人对话，部分甚至包含登录凭证和加密钱包信息。 这并非首次发生，今年1月已出现过类似情况，当时Google估计索引了近600条Claude对话。 Claude的分享功能设计上会生成一个公开链接，任何拿到链接的人都可以访问；据Anthropic官方说明，其网站通过robots.txt要求搜索引擎不索引这些分享页面，但索引仍然发生了。 截至上周日，多数被索引的页面已从Google搜索结果中消失，但具体原因（后端修复、主动申请下架，还是搜索引擎自行调整）尚不明确，Anthropic方面暂未就此事作出正式回应。

2026下半年我最关注的 10 家机器人公司（按风险由低到高） 机器人板块，会不会成为下一个“太空板块”？ SpaceX 上市前，整个太空产业链曾经历过一轮明显的预期交易，资金开始提前寻找最直接的受益者。我认为机器人也有可能出现类似的过程，随着 Figure、Unitree 等公司的融资、IPO 进展不断推进，市场或许会越来越关注机器人产业链。 1. $AMZN ：全球最大的机器人应用场景之一，通过仓储自动化和物流机器人持续提升运营效率。 2. $TER ：一边拥有 Universal Robots，一边受益于 AI 芯片测试需求增长，同时布局机器人与半导体两大赛道。 3. $QCOM ：提供机器人所需的边缘 AI、低功耗计算、连接和传感器融合能力，是未来机器人本地计算的重要平台。 4. $TSLA ：Optimus 集 AI、大模型、自动驾驶、芯片和制造能力于一体，是目前公开市场最完整的人形机器人平台。 5. $AMBA ：Edge AI Vision SoC 龙头，让机器人能够在本地完成视觉理解、实时推理和决策。 6. 6324.T Harmonic Drive：全球高精度谐波减速器龙头，人形机器人关节最关键、最难替代的核心零部件之一。 7. $SYM ：仓储机器人纯正标的，通过机器人和 AI 重构仓储物流与供应链。 8. $OUST ：提供 LiDAR 与三维空间感知能力，让机器人真正理解和导航物理世界。 9. $VPG ：精密力传感器龙头，让机器人具备触觉、力反馈和精确控制能力。 10. $CCXI ：通过持股 Agility Robotics，为公开市场提供少数能够参与人形机器人整机公司的投资机会。 以上只是我目前重点关注的公司，如果大家还知道哪些值得研究的机器人产业链铲子股，欢迎在评论区分享，一起交流。

很多人一提到机器人，第一时间想到的都是特斯拉 Optimus 但我觉得，除了机器人本身值得关注，那些让机器人真正运作起来的核心零组件也至关重要 我最近顺手整理了几个方向，分享干货给大家： $SYM Symbotic 专注于 AI 仓储自动化，已经在大型物流中心大规模落地，客户包括 Walmart 等大型零售企业。 如果未来物流自动化继续普及，我觉得它会是最直接的受益者 $TER 很多人认识 Teradyne，是因为半导体测试设备。 但它旗下其实拥有 Universal Robots 和 Mobile Industrial Robots。 一个主打协作机械臂，一个主打自主移动机器人。 像是在仓库里，机器人可以自己穿梭货架之间，再利用视觉机器人辨识零件，完成分拣和搬运。 $CGNX 机器人想要行动，首先得看得清楚。 Cognex 做的机器视觉和 AI 检测技术，就是帮助机器人辨识周围环境、定位目标和自主完成品质检测。 $OUST 这个我之前写过。 Ouster 主攻 LiDAR（激光雷达），让机器人拥有空间感知能力，可以判断距离、建立地图并进行自主移动。 $VPG 它做的是高精度传感器，包括力量、扭力和应变测量。 简单来说，机器人能不能精准控制动作、感知外部变化，很大程度都离不开这些底层感测技术。 据公司资料，目前已经拥有数家人形机器人客户。市场一直有传闻，Tesla Optimus 可能采用它家的技术，不过目前并没有官方证实。 我觉得 Physical AI 的机会，不会只在机器人本体上 从机器视觉、雷达、传感器，到自动化系统，整个产业链都有机会受惠。 所以我现在看的，不单纯只是机器人公司，也包括站在机器人背后的关键供应商。

#为什么是中国# #WhyChina# The Global Logic of China's Economic Growth in the First Half of 2026: A 4.7% GDP Increase 2026年上半年GDP增长4.7%：中国经济增长的全球逻辑 According to the latest semi-annual report, China's gross domestic product (GDP) reached 69.6 trillion yuan, representing a year-on-year increase of 4.7% at constant prices, in line with the annual growth target. Against a backdrop of intertwined international complexities and volatilities, China's economic performance is commendable. Yet, a closer look at the data reveals that the logic underpinning China's economic growth is being reshaped. (I) At the Industry Level, Notable Highlights Emerge: First, new quality productive forces are being cultivated and strengthened at an accelerated pace.** In the first half of the year, industrial production grew robustly. The value-added output of the equipment manufacturing sector increased by 9.3% year-on-year, and that of high-tech manufacturing grew by 13.3%, both outpacing the overall growth rate of industrial output above a designated scale. This underscores a clear trend toward a high-end, intelligent, green, and integrated industrial structure. Looking at specific products, the output of 3D printing equipment, lithium-ion batteries, industrial robots, and other products emblematic of new quality productive forces surged. The average daily token call volume has reached hundreds of trillions, showcasing the vitality and potential of the digital and intelligent economies. Second, new growth drivers are accelerating to take on a leading role. Preliminary estimates suggest that new growth drivers—encompassing high-end manufacturing, the digital economy, and modern services—contributed over 40% to economic growth in the first half of the year. The economy's distinct shift toward a higher quality and more optimized structure is evident, and this overall trend is accelerating. For instance, industries related to artificial intelligence, such as integrated circuit manufacturing and intelligent vehicle equipment manufacturing, have all maintained high growth rates exceeding 30%, vividly illustrating the pace of China's industrial upgrading. Third, confidence on the investment front is on the rise. In the first half of the year, investment in high-tech industries grew by 4.6% year-on-year. Notably, investment in the manufacturing of aircraft, spacecraft, and equipment, computer and office equipment manufacturing, and information services grew by 23.3%, 8.1%, and 15.5%, respectively. Investment structure best reflects market expectations. The increasing "new economy content" in investments signals an acceleration in the replacement of old growth drivers with new ones. Investment in intellectual property products grew by 9.4%, indicating that enterprises are placing greater emphasis on R&D and innovation. This suggests that technological advancement is not simply about capacity expansion but about qualitative change driven by innovation. (II) Observing a Major Economy Requires Looking Beyond the Immediate Figures to the Long-term Trajectory. Behind the "new economy content" of the semi-annual report lies China's ongoing transformation from a global manufacturing hub to a global center of innovation. At the 17th Annual Meeting of the New Champions (Summer Davos), observers noted a new phenomenon: a host of unicorn companies are heading to China. They are establishing R&D centers, regional headquarters, and deeply integrating into China's innovation and industrial chains—shifting from "produced in China" to "created in China." So, why China? Economist Justin Yifu Lin, in his book *Demystifying the Chinese Economy, touched upon the theory of the "speed of technological change." He argues that the essence of the industrial revolution is not just the application of new technologies, but more fundamentally, the ever-accelerating pace of technological change. Since the mid-18th century, starting with the steam engine reshaping the textile industry, the snowball of technological change has grown, rapidly sweeping through industries like chemicals and automobiles, ultimately redrawing the geographical map of great power competition. Looking at China today, the trajectory of accelerating technological change is equally clear. A leading enterprise can drive an entire industry, which in turn can boost a whole region. These burgeoning industrial clusters, growing from saplings to forests, not only enhance production efficiency and invigorate market vitality but also effectively improve development quality and resilience. For example, specialized and sophisticated "little giant" enterprises above a designated scale in Beijing, through deep cultivation of innovation chains, supply chain collaboration, and international expansion, have become "connecting points" and "accelerators" for the dual circulation strategy. More importantly, emerging industrial clusters possess powerful spillover effects. The rapid rise of new energy vehicles is not only reshaping the automotive industry but also driving transformations in chips, software, and energy networks, allowing more sectors to gain value from efficiency improvements. The swift advancements in AI and biomedicine are sparking a "gentle qualitative change" in people's livelihoods, significantly enhancing the sense of fulfillment and well-being through smarter, more affordable products and more livable environments. (III) Looking from the First Half to the Full Year, China's Development Momentum Remains Positive. Of course, during this critical period of transitioning between old and new growth drivers, China's economy still faces lingering issues and new challenges. Some core areas are still grappling with "bottleneck" technologies, certain high-tech industries face external risks of "decoupling" and supply chain disruptions, and "involution"-style competition affects the new energy market ecosystem. However, most of these are issues arising from development and transition, and they can be addressed with effort. The supporting conditions and fundamental trends for long-term economic improvement remain unchanged. China's economic journey toward a newer, higher-quality model is itself a process of encountering new problems and solving them along the way. By maintaining confidence, proceeding steadily, and balancing both qualitative improvements and quantitative growth, China's industries are poised to be brimming with dynamism, and the Chinese economy will continue to advance steadily and sustainably. #China# #Jiangxi# #JiangxiEconomy# #世界经济看中国# #赣出新精彩#