全球人形机器人进入量产元年

本期要点：全球机器人进入量产元年，宇树科技成A股人形第一股；微软AI成本透明化；美联储Jackson Hole演讲成焦点，NVIDIA业绩受关注；OpenAI发布自研芯片Jalapeno，推理性能领先；Waymo以极氪底盘推进自动驾驶；SpaceX高额AI投入与云算力合同；好莱坞AI版权与劳动规则变革；钟睒睒稳居中国首富。

Episode metadata supplied by the publisher feed · Published Aug 26, 2026

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全球人形机器人进入量产元年

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