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北京优虎网络科技有限公司
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2026 物理AI的六大趋势：新物种大爆发 淘汰赛开启
钛媒体 · 15:28
2026 物理AI的六大趋势：新物种大爆发 淘汰赛开启
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礼来(LLY.US)FRα ADC获FDA突破性疗法认定
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黄仁勋计划于一月下旬访问中国。
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谷歌2026年Chromebook出货目标维持1950万台
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15:28","pubTimestamp":1768980480,"startTime":"0","endTime":"0","summary":"一时之间，物理AI成为了科技界的技术热词。结合目前AI的落地进展来看，笔者认为2026年物理AI或将呈现以下六大发展趋势：趋势一：Robotaxi从区域试点走向规模化运营2026年，将成为Robotaxi从区域试点，迈向规模化商业落地的关键一年。2026年的AI玩具市场中，中国厂商的创新贡献度预计首次突破60%。在全球，2025年前三季度，中国品牌包揽了全球扫地机器人出货量前五，合计占据65.7%的市场份额。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260121153025a4448824&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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| 敏实集团(00425)现涨超7% 英伟达Rubin平台引爆液冷赛道 公司已切入服务器液冷行业","url":"https://stock-news.laohu8.com/highlight/detail?id=2605900175","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2605900175?lang=zh_cn&edition=full","pubTime":"2026-01-21 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14:47","pubTimestamp":1768978063,"startTime":"0","endTime":"0","summary":"关于竞争，阿莫迪表示，Anthropic早期做出的正确选择之一，是成为一家专注于企业而非消费者的公司。尽管Anthropic和OpenAI都提供大型语言模型，用于支持聊天机器人和其他人工智能工具，但它们的营收策略有所不同。上周有报道称，微软已成为Anthropic的最大客户之一，预计每年将花费约5亿美元购买Anthropic的AI技术以支持微软产品。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1395526.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["IE00BMPRXQ63.HKD","LU0466842654.USD","LU0302445910.USD","LU0048584097.USD","IE00BMPRXN33.USD","LU1791710400.SGD","BK4538","LU0267386448.USD","LU1935042991.SGD","LU1037948541.HKD","BK4581","LU2023251221.USD","AIQ","LU2168563687.JPY","LU0861579265.USD","LU0545039389.USD","LU2125154935.USD","LU2720916845.USD","LU0082616367.USD","LU0345769631.USD","IE0004445015.USD","LU0320765489.SGD","LU1232071149.USD","LU2286300806.USD","LU0496365809.HKD","LU0417517546.SGD","LU2361045086.USD","LU0096362180.USD","LU0557290698.USD","SG9999014914.USD","LU1778281490.HKD","LU2023250330.USD","LU1974910355.USD","LU2023250504.SGD","GGLL","IE00BKDWB100.SGD","LU0068578508.USD","SG9999001077.SGD","LU0070302665.USD","USJW.SI","LU0878866978.SGD","LU0006306889.USD","IE00BJJMRY28.SGD","LU2430703251.USD","IE00BKPKM429.USD","LU0215105999.USD","BK4534","LU1868837136.USD","LU0072462426.USD","LU2404859667.USD","LU0820561818.USD","LU2125154778.USD","LU0211328371.USD","LU1043141123.HKD","LU0942090050.USD","LU1127390331.HKD","IE00B19Z9505.USD","LU0444973449.USD","LU2552382058.USD","LU0784384876.USD","LU2089284900.SGD","LU0234572021.USD","LU0251132253.USD","IE0004086264.USD","LU1670627923.USD","IE00BFMHRM44.USD","LU2191332357.HKD","SG9999015978.USD","LU2361044865.SGD","LU1066051811.HKD","LU0994945656.USD","SG9999015952.SGD","LU0353189680.USD","LU1280957306.USD","LU0949170772.SGD","LU0689472784.USD","LU0061474960.USD","LU2265009873.SGD","IE0034235188.USD","SG9999018857.SGD","LU0157215616.USD","LU1852331112.SGD","LU0106261372.USD","LU0080751232.USD","LU1551013342.USD","IE00BZ199S13.USD","LU2097344431.USD","LU0820562030.AUD","LU2463028550.USD","LU1059921491.USD","GOOY","SGXZ81514606.USD","LU2326559502.SGD","LU1201861165.SGD","LU1803068623.USD","LU2764263039.SGD","LU1261432733.SGD","IE00BLSP4452.SGD","LU2111349929.HKD","LU0342679015.USD","LU1145028129.USD","LU1839511570.USD","LU1868837300.USD","LU2505996681.GBP","LU2458330243.SGD","IE00B19Z3581.USD","BK4598","LU0203202063.USD","LU1116320901.HKD","LU0289941410.SGD","LU0109392836.USD","LU2063271972.USD","LU0964807845.USD","LU1934455194.USD","LU1506573853.SGD","LU1323610961.USD","LU0965509010.AUD","LU0353189763.USD","BK4548","LU1153585028.USD","LU1551013425.SGD","LU0251131958.USD","BK4561","LU0130102774.USD","LU0943347566.SGD","GOOP","LU0203345920.USD","LU2065169927.USD","SG9999015945.SGD","LU2237443978.SGD","IE0004091025.USD","LU0345774391.USD","LU0234570918.USD","IE00B19Z3B42.SGD","LU1670628061.USD","LU1691799644.USD","LU2271345857.HKD","LU2746668461.USD","LU0708995401.HKD","BK4514","LU2461242641.AUD","IE0004445239.USD","LU2244417387.USD","LU1815333072.USD","BK4574","LU0265550946.USD","LU2362540622.SGD","LU2750360641.GBP","LU1267930490.SGD","LU1868836591.USD","LU0345769128.USD","LU2456880835.USD","LU0107464264.USD","LU1235294995.USD","LU1880398471.USD","LU1894683264.USD","LU0965509283.SGD","LU0985320562.USD","IE00BJJMRX11.SGD","LU0061474705.USD","LU2237443549.SGD","LU2237438978.USD","LU0210533765.USD","LU1366192091.USD","LU1815336760.USD","LU1585245621.USD","LU1435385759.SGD","LU1043141396.HKD","LU1069347547.HKD","LU0011850046.USD","LU0211326755.USD","LU2896262040.SGD","LU0203347892.USD","LU1894683348.USD","LU0528227936.USD","LU0354030511.USD","LU2097344357.USD","GB00B4QBRK32.GBP","LU0683600562.USD","LU0265550359.USD","LU2750360997.AUD","LU1069344957.HKD","SG9999018865.SGD","IE00BFSS8Q28.SGD","GOU","LU1267930573.SGD","LU0965508806.USD","LU1496350171.SGD","LU2357305700.SGD","LU2756315318.SGD","LU2077746001.SGD","LU0225283273.USD","SG9999014906.USD","LU2092627202.USD","LU1803068979.SGD","LU0345770993.USD","LU0130517989.USD","LU0823421416.USD","LU0158827781.USD","LU0314104364.USD","LU0648000940.SGD","LU2362541273.HKD","LU0426412945.USD","IE00B1XK9C88.USD","LU2097829019.USD","LU0048573561.USD","IE00BJTD4V19.USD","IE00BHPRN162.USD","LU0312595415.SGD","LU1221951046.USD","LU0323591593.USD","BK4543","IE00B7SZLL34.SGD","LU2430703178.SGD","LU1989764748.USD","LU0642271901.SGD","LU1868836757.USD","LU0823434740.USD","LU0965509101.SGD","LU0158827948.USD","IE00BK4W5L77.USD","LU1303367103.USD","LU0210528500.USD","SG9999014880.SGD","BK4573","BK4525","LU1633808545.USD","LU2471134796.USD","GOOX","SGXZ99366536.SGD","LU0128525689.USD","LU0719512351.SGD","LU0316494557.USD","LU0786609619.USD","LU2168564222.USD","LU00614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13:51","pubTimestamp":1768974687,"startTime":"0","endTime":"0","summary":"Wedbush表示，格陵兰关税的言辞战将导致市场疲软，但同时指出这为买入“科技赢家股”提供了机会。由Dan Ives领导的分析师团队表示，市场今晨开盘将疲软，因为华尔街对美欧关税战表现出自然的担忧，特朗普聚焦于有争议的格陵兰问题。分析师指出，随着“避险情绪”冲击人工智能板块，科技股将遭受冲击，但他们认为这恰是布局2026年及未来科技赢家股的良机。","market":"us","thumbnail":"https://static.tigerbbs.com/817cce8afd9c6d0c800f1364edda0141","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/817cce8afd9c6d0c800f1364edda0141"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00BKVL7J92.USD","HK0000320264.USD","IE00BSNM7G36.USD","LU1720051108.HKD","LU2471134796.USD","GB00BDT5M118.USD","LU0472753341.HKD","LU2592432038.USD","LU1236620750.USD","LU2491050071.SGD","BK4514","LU2362540622.SGD","IE00BDRTCR15.USD","IE00BKPKM429.USD","IE00BN29S564.USD","IE00BWXC8680.SGD","LU2473716301.USD","LU2097344431.USD","LU2506952170.USD","LU0878866978.SGD","LU0210533765.USD","TSLY","LU0894486033.HKD","LU2720916845.USD","LU2413666699.HKD","LU1121112475.USD","NVDW","LU2244417387.USD","LU2236285917.USD","LU2168564065.EUR","LU2242649171.HKD","LU1917777945.USD","LU1003077747.HKD","LU0738911758.USD","LU2092937148.SGD","NVDX","LU1868837300.USD","LU0786609619.USD","BK4515","LU1119994496.HKD","LU1506573853.SGD","LU1674673428.USD","LU2298321311.HKD","LU2896262040.SGD","LU1712237335.SGD","LU1821325948.USD","USJW.SI","LU0345769128.USD","LU2491049909.HKD","LU0868494617.USD","BK4528","LU1868836591.USD","BK7504","LU2347655073.USD","LU2458330169.SGD","LU2505996509.AUD","LU0265550359.USD","LU0320765059.SGD","LU1242518931.SGD","IE0004445239.USD","LU2089283258.USD","PLTR","BK4501","GB00B4LPDJ14.GBP","LU0006306889.USD","LU0957791311.USD","LU1116320901.HKD","LU0289960550.SGD","LU2106854487.HKD","LU2168564222.USD","BK4566","BK4077","LU2505996681.GBP","LU0820561818.USD","LU0061474960.USD","LU0203202063.USD","SG9999014542.SGD","LU2746668974.SGD","LU0080751232.USD","LU1791710400.SGD","IE00BJJMRX11.SGD","IE00BKDWB100.SGD","LU1861558580.USD","SG9999014898.SGD","BK4097","LU0708994859.HKD","AMDW","BK4560","LU1582987324.SGD","2NVD.UK","LU2361044949.HKD","LU0345768740.USD","BK4571","LU2471134952.CNY","NVDQ","TSDD","LU1429558221.USD","LU2764263039.SGD","AAPL","LU2168564149.EUR","LU0210536198.USD","LU0011850046.USD","LU0444973449.USD","LU1989771016.USD","IE00BQXX3D17.EUR","LU1236620834.HKD","LU2360107168.USD","LU0795875169.SGD","HK0000306701.USD","LU0889565833.HKD","LU0979878070.USD","AMDD","LU0175139822.USD","LU0354030438.USD","LU0171293334.USD","LU1934455277.USD","IE00B19Z8X17.USD","LU0683600562.USD","LU1951198990.SGD","LU0980610538.SGD","LU2764263203.CNY","IE00BK4W5L77.USD","LU0994945656.USD","LU1303367103.USD","LU0345774391.USD","LU1316542783.SGD","LU1291159041.SGD","SG9999001424.SGD","LU2087621335.USD","LU1670711040.USD","IE00BK4W5M84.HKD","IE00BYQQ9H92.USD","LU0726765562.USD","LU1267930490.SGD","LU0985320562.USD","TSL","LU1923622291.USD","LU2860962120.EUR","NVD3.UK","HK0000914686.HKD","LU0689472784.USD","LU0823421416.USD","IE00BMPRXQ63.HKD","LU2361045086.USD","NBIS","IE00BJJMRY28.SGD","BK4533","LU0345770308.USD","LU0130102774.USD","LU0097036916.USD","LU0882574139.USD","LU1066051225.USD","BK4573","BK4122","LU2097829019.USD","LU2237443622.USD","BK4555","LU0345769631.USD","GB00B4QBRK32.GBP","LU0320765489.SGD","LU2290526834.HKD","LU2317271919.USD","GOOGL","IE00B19Z9505.USD","LU0823434583.USD","LU0095938881.EUR","IE000KEQY171.SGD","LU2322448791.USD","LU0690374961.EUR","LU0965509283.SGD","IE00B775H168.HKD","LU1935043536.SGD","LU0889566641.SGD","IE000ITXATA3.USD","LU0795875086.SGD","IE00B1XK9C88.USD","LU2092627202.USD","BK4581","IE0003U64NQ7.SGD","SG9999004303.SGD","LU2148611432.USD","BK4596","SG9999014559.SGD","LU0545562505.USD","LU1989763005.USD","HK0000306685.HKD","CRSH","LU1323610961.USD","LU0029864427.USD","LU0234572021.USD","LU2543165471.USD","LU2191332357.HKD","LU0528227936.USD","LU1880398554.USD","BK4527","LU0109392836.USD","IE00BZ9MQY76.HKD","LU1868836914.USD","LU0265550946.USD","BK4534","IE00B3M56506.USD","TSLL","LU0158827948.USD","LU2458330243.SGD","LU0784385840.USD","LU0079474960.USD","LU0642271901.SGD","LU0787776722.HKD","LU0345770993.USD","LU2065171402.SGD","IE00BDCRKT87.USD","LU2271345857.HKD","LU1430594728.SGD","NVDG","BK4535","LU1582986359.USD","NVDY","SG9999002224.SGD","LU1934455194.USD","LU2461242641.AUD","LU2237438978.USD","LU2404859667.USD","LU0345774631.USD","IE00B775SV38.USD","LU1852331112.SGD","LU2063271972.USD","LU2065171311.SGD","NVDS","LU0124676726.USD","BK4577","BK4614","HK0000320223.HKD","LU1244550577.SGD","TSLT","LU0661504455.SGD","BK4548","LU2756315318.SGD","AMYY","SGXZ51526630.SGD","LU1699723380.USD","LU1435385759.SGD","LU0302445910.USD","LU0823417653.USD","LU0648001328.SGD","LU0323591593.USD","LU1206713676.USD","BK4525","LU2413666426.HKD","BK4023","LU0823434740.USD","LU2463028550.USD","LU0531971165.HKD","IE00BQXX3C00.GBP","LU1732799900.SGD","BK4504","BK4099","CRWD","LU167062792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Hwang在报告中指出，韩华航空航天第四季度盈利可能低于市场预期。这家韩国防务公司的业绩或受旗下韩华海洋向合同工发放更高奖金，以及其费城美国船厂亏损的拖累。Hwang表示，韩华航空航天第四季度合并营业利润可能同比增长27%至1.129万亿韩元，略低于市场预期的1.210万亿韩元。野村将其目标价上调9.3%至153万韩元，并维持买入评级，理由是公司有望赢得大量新合同且2026年盈利增长前景强劲。该股当前下跌1.9%至128.4万韩元。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00B7KXQ091.USD","LU0127658192.USD","LU0823421416.USD","LU2361044949.HKD","LU2403377893.USD","LU1974910355.USD","LU1983260115.SGD","LU1989764748.USD","LU1718418525.SGD","LU1803068979.SGD","SG9999000418.SGD","LU2543165471.USD","LU2168564495.EUR","BK4533","LU0096362180.USD","SGXZ99366536.SGD","LU1551013342.USD","LU0170899867.USD","BK4548","IE00BN29S564.USD","LU0077335932.USD","LU0868494708.USD","LU0823434583.USD","LU2236285917.USD","LU1623119135.USD","LU0345770308.USD","SGXZ41872573.SGD","LU2213496289.HKD","LU0238689110.USD","SG9999001424.SGD","LU0276348264.USD","LU0094547139.USD","IE00BHPRN162.USD","LU0061474705.USD","LU0672654240.SGD","BK4581","LU0109392836.USD","LU0642271901.SGD","LU0942090050.USD","LU2361045086.USD","LU0823421333.USD","LU2417539215.USD","LU1868836591.USD","LU0557290698.USD","LU0353189680.USD","LU2168564065.EUR","BK4527","LU1989772840.SGD","IE00BQXX3C00.GBP","LU0056508442.USD","LU0390134368.USD","LU2420271590.USD","LU0061475181.USD","LU0109391861.USD","LU1280957306.USD","LU2456880835.USD","LU2092627202.USD","LU2552382132.HKD","BK4585","LU2023250504.SGD","BK4227","LU0198837287.USD","IE00B1XK9C88.USD","LU0210536198.USD","IE00BQXX3F31.USD","IE00BYQQ9H92.USD","LU2360106780.USD","LU0417517546.SGD","MA","SG9999001077.SGD","LU1153585028.USD","LU2054465674.USD","LU2361044865.SGD","LU0820562030.AUD","LU0971096721.USD","IE00BJJMRX11.SGD","LU1989764664.SGD","LU0889565833.HKD","IE00BKDWB100.SGD","LU0234572021.USD","LU1084165304.USD","LU0107464264.USD","LU2317271919.USD","IE00BFSS8Q28.SGD","IE00B4JS1V06.HKD","IE00BFXG0V08.USD","LU2092937148.SGD","LU0820561909.HKD","LU2461242641.AUD","LU2063271972.USD","LU0708995401.HKD","LU2764263203.CNY","LU0106261372.USD","LU0320765059.SGD","IE00BJJMRY28.SGD","IE0004445239.USD","LU1917777945.USD","IE0009356076.USD","LU0689472784.USD","LU0289941410.SGD","LU2087625088.SGD","LU1691799644.USD","LU2077746001.SGD","LU2896262040.SGD","BK4534","LU0823434740.USD","BK4559","LU0345770993.USD","LU1629891620.HKD","LU2756315318.SGD","LU2168564149.EUR","LU0210533765.USD","LU0820561818.USD","LU0964807845.USD","LU1670627923.USD","LU1815333072.USD","LU1363072403.SGD","LU1814569148.SGD","LU1267930730.SGD","BK4566","LU1868836914.USD","LU2756315664.SGD","LU2250418816.HKD","LU0345769128.USD","BK4106","LU1868836757.USD","LU0868494617.USD","LU0011850046.USD","LU0494093205.USD","LU1852331112.SGD","IE00B775H168.HKD","LU1145028129.USD","GB00BDT5M118.USD","LU1868837136.USD","LU2462157665.USD","BK4535","LU1989772923.USD","SG9999002224.SGD","IE0004091025.USD","LU2023250330.USD","LU0640476718.USD","LU2720916845.USD","LU0957791311.USD","LU0316494557.USD","LU2764263039.SGD","LU0353189763.USD","LU1261432733.SGD","LU0985320562.USD","LU1551013425.SGD","LU2552382058.USD","LU0096364046.USD","SGXZ81514606.USD","IE00BFSS7M15.SGD","LU1712237335.SGD","LU2168564222.USD","LU1670628061.USD","LU2108987350.USD","IE0004445015.USD","BK4588","LU0943347566.SGD","SGXZ51526630.SGD","LU1868837300.USD","LU0006306889.USD","IE00BWXC8680.SGD","LU2106854487.HKD","LU2168563687.JPY","LU0345769631.USD","IE0004086264.USD","LU0053666078.USD","LU1119994496.HKD","SG9999002232.USD","LU0786609619.USD","LU1316542783.SGD","LU2764262908.HKD","IE00BQXX3D17.EUR","LU1366192091.USD","LU2552382215.SGD","IE0005OL40V9.USD","LU0256863811.USD","LU0061474960.USD","IE00B5TLWC47.USD"],"gpt_icon":0},{"id":"2605121671","title":"微软CEO纳德拉：能源成本成人工智能竞争关键因素","url":"https://stock-news.laohu8.com/highlight/detail?id=2605121671","media":"环球网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2605121671?lang=zh_cn&edition=full","pubTime":"2026-01-21 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