中国的“功夫”机器人参加人形机器人竞赛引人注目
China's 'Kung Fu' Robot Spotlights Humanoid Robot Race
译文简介
中国机器人板块本周大涨，起因是初创企业宇树科技(Unitree)发布了其升级版G1机器人施展行云流水功夫动作的视频。高盛中国工业技术研究主管分享了其对机器人行业的见解，在节目中发表了看法。
正文翻译
中国初创企业宇树科技（Unitree）近期发布的升级版G1机器人表演功夫视频引发市场热潮，推动机器人板块股价大涨，其中合作方的股价一周飙升50%。高盛中国工业技术研究主管解析行业趋势如下：
市场潜力：高盛预测人形机器人市场规模到2035年将达380亿美元，理想情况下或突破2050亿美元，堪比电动汽车或智能手机产业规模。
中美竞合：美国在AI算法与语言模型领域领先，而中国凭借硬件制造与供应链优势成为“世界工厂”，两国技术互补性强，共同推动行业发展。
技术挑战：当前机器人仍以研发和训练用途为主，技术拐点尚未到来。需验证其能否高效、自主完成复杂任务，并适应生产线节奏。
投资逻辑：建议关注核心组件供应商（如传感器、芯片），而非整机厂商，因后者风险较高且行业仍处早期阶段。
风险与未来：安全性（如70公斤机体重心问题）是消费级应用的主要障碍。长期来看，家庭服务、养老护理等场景需求巨大，但需技术突破支撑。若AI进展超预期，消费市场或提前爆发。
芯片限制可能影响中国参与全球供应链，但本土供应链或催生自主机器人品牌。尽管当前股市已反映乐观预期，实际技术进展仍需时间验证。
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China is becoming innovative in almost every industry
中国几乎在所有产业领域都在变得富有创新力——真是让人大开眼界。
That kung fu robot reminds me of someone going home late night after demolished 20 beers.
这功夫机器人让我想起某个喝完20瓶啤酒后深夜回家的醉汉，走起路来简直一模一样。
In the mean time, the US is busy having fiery exchanges with its own allies.
与此同时，美国正忙着和自家盟友上演"友好交流"的戏码。
Can't wait for the robot World Cup and Olympics.
已经等不及要看机器人世界杯和奥运会了！
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
Still think that Elon will win the robot race?
现在还觉得马斯克能在机器人竞赛中胜出吗？
One Unitree robot can beat up 100 Optimus (Tesla) robots
一个宇树机器人能暴打100个特斯拉擎天柱
Watching robots fight would be dope.
看机器人对打绝对超带感
Where is the indian yoga robot?
印度瑜伽机器人啥时候出场？
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
So its real! I thought it was fake.
居然是真的！我还以为是特效
We got Kung fu robot before GTA6
GTA6还没出，功夫机器人先来了
USA busy sanctioning chip technology, China busy proving them wrong
美国忙着搞芯片制裁，中国忙着证明他们是错的
We're ready for E-MMA fights !!!
电子综合格斗大赛准备就绪！！！
This is the race to the bottom
这就是传说中的比烂大赛
This is what you can achieve when your government isn't constantly fighting with itself.
First Virus & Now, Robots
当政府不再内耗时能创造什么？先是疫苗，现在是机器人
Unitree already has consuming product with a decent pricetag, Boston dynamic remains in the lab
宇树已经有价格亲民的消费级产品，波士顿动力还泡在实验室里
years we've come really far in such a short time! Now robots are being taught to mimic Kungfu it's intimidating to say the least considering how fast technology is growing its only going to speed up. Idk but for me those is extremely overwhelming...
短短25年技术就突飞猛进！现在连机器人都在学功夫，考虑到科技发展只会越来越快，这场景实在让人心里发毛...说真的我有点承受不住这种冲击
Now why would a robot ever need to do that? Lol
所以机器人到底为啥要学这个？笑哭
How realistic to expect EVs and robots to be sourced from only the US to the rest of the world? A business "moat" is attributed to the optimum way of conducting business at the "lowest" cost for any producer and consumer. Once you start restricting the product or service, it becomes a different kettle of fish. Public money is used by governments to circumvent it. The "business moat" consideration is no longer applicable as the "adversary" switches from the convenience of the business transaction to confrontation with human ingenuity. Reverse engineering will apply to both software and hardware. The roadmap for robots will mirror the development trends of the EV industry.
指望全球都只用美国的电动车和机器人现实吗？所谓"商业护城河"本应建立在最优成本上。但一旦开始搞产品限制，游戏规则就变了——政府用公款绕开限制，当商业便利变成人类智慧对决时，"护城河"理论就失效了。软硬件都会遭遇逆向工程，机器人发展路径必将复刻电动车行业的轨迹。
They need to make one that looks like ELVIS DOING KARATE MOVES
应该做个猫王造型的空手道机器人
While the market is focusing on "humanoid" robots, the broader robot markets (outside of industrial) is service robots.
Spend time in China, travel around, and you see a variety of service robots. Robo-dogs, Hotel delivery, public info, community security on the streets, as personal companion's, in nursing homes, hospitals, restraunts,.etc...
当市场紧盯"人形机器人"时，更广阔的服务机器人市场正在中国遍地开花。实地走访就会发现：从机器狗到酒店配送，从街头导览到社区安防，再到养老院、医院、餐厅里的服务助手，各种形态的服务机器人已渗透生活各个角落。
People are hungry, homeless & stressed/depressed+ melting icecaps, ever growing landfills & global warming is compounding environmental effects, but we have robots to do kung fu
饥荒、流浪、焦虑抑郁愈演愈烈，冰川消融、垃圾成山、气候变暖层层加码——但咱们倒是有会打功夫的机器人了，你说讽刺不？
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
As long as these robots arent hitting Lui Kang moves
只要别让它们使出刘康的必杀技就行（注：真人快打游戏角色）
Will there be robots in let's say a little darker color too
会有深色皮肤的机器人吗？
CAN IT PLAY SHAOLIN SOCCER THO
所以它能踢少林足球吗？
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
Robot cage fight anyone? Unitree vs Boston dynamics
来场机器人笼斗怎么样？宇树大战波士顿动力
And a few months ago, in real world at the expo the robot was not even able to walk straight; don't get fooled.
别忘了几个月前展会上这机器人连直线都走不稳，保持清醒别被骗
Wait until you see one 300 feet high. You will need to run from the Robot driver.
等看到300英尺高的型号时，你们就得躲着机器人司机跑了
That cat is fast as lightning, in fact it's a little bit frightening....
这玩意快如闪电，说实话有点吓人...
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
The farmer that can incorporate 2 robots to weed & fertilize & harvest fruit, veggies.....first establishes a lifetime family situation.
能用两个机器人完成除草施肥、果蔬收割的农场主，算是给子孙后代打下金饭碗了
That's Kevin Bacon In a robot suit.
这分明是凯文·贝肯穿了机器人戏服
can anyone point out the advantages of humanoid robots? We have already had robots that are highly functional, and designed for specific applications for a long time.
有谁能说说人形机器人到底有啥优势吗？毕竟专业领域早就有特制机器人了
Robots don't need Fentanyl and sufficient products to help people
机器人又不需要芬太尼（止痛药），它们的存在本应更好地服务人类
Imagine this robot given instruction to move at 10 times Bruce Lee's speed. It will be deadly. I'll bring one along on a trip to New York or Italy.
想象一下这机器人以李小龙十倍速度行动，绝对是大杀器。去纽约或意大利旅游得带一个防身
The US lost a decade in Unicorn gemders, Skin color debacles and more useless stuff.
美国在过去十年沉迷于独角兽性别、肤色争议这些破事
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
Robots might be better for space work
机器人或许更适合太空作业
So if China really has this technology..... How come the robot they used for the new year's gala seemed to be years behind this robot in terms of advancement and technology?
既然真有这技术，为啥春晚用的机器人看着落后好几年？
" ... everybody does kung-fu fighting "
"...人人都会功夫秀"
Okay why are not looking at Boston dynamics? Those robots were dancing and back flipping ON THERE OWN a couple years ago
怎么不提波士顿动力？人家几年前就有自主后空翻跳舞的机器人了
It's like fire, you can use it to provide warmth and cook great meals or burn down the house. Does anyone complain about fire?
就像火能取暖做饭也能烧房子，但有人怪火本身吗？
This news reporter screams when she talks!
这女记者说话像在尖叫！
The new Bruce Lee, cant wait for the movie.
新时代李小龙，坐等电影上映
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
The MMA robot will still win easily.
综合格斗机器人照样轻松取胜
Must find musk...must find musk..
必须找到马斯克...必须找到...
Why are you trying to terminate us . Instead make healing robots like Baymax .
为啥总想造终结者？做个大白那样的医疗机器人不好吗
It still looks like a cheap toy compared to the one from IAFRT(Indians Advanced Future Robot Technology)
和印度未来先进机器人技术局的成果比，这看着还是廉价玩具
Its ai You can clearly tell this video is made by an artificial intelligence video creator
明显是AI生成的视频
I am a strong Hispanic man... What does this have to do with me?
我是拉美硬汉...这和我有啥关系？
It's odd how this is filmed in daylight but casts no shadow. Also the set is conspicuous as it is designed to look like the real world. Of course this can all be modeled. No humans in frx. This is not hard to fake. Look at Corridor's Bosstown Dynamics video from a few years ago. Even Boston Dynamics is very sextive in its promo videos then releases bloopers later. If this is real who knows how many takes are needed.
说实话这段视频大白天拍摄却没有影子就很可疑，场景布置也刻意模仿现实世界。当然这些都可以通过建模实现，画面里没有人类出现更降低了伪造难度。看看几年前Corridor团队制作的Bosstown Dynamics恶搞视频就知道，就算波士顿动力公司自己发布的宣传片也经过精心筛选，事后才放出穿帮花絮。如果这视频是真的，谁知道他们重拍了多少次才成功。
A.I GETTING OUT OF CONTROL ALREADY
人工智能已经开始失控了？
Now let's see a robot actually doing something useful.
现在倒是让机器人干点真正有用的活啊
38billionmarket?Elon:Optimuswillbring25 Trillion revenue for Tesla.
380亿美元市场？马斯克：擎天柱将为特斯拉创造25万亿美元收入
I do not consort with those of the robot race
我可不和机器人种族的家伙打交道
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
Has nobody seen terminator or iRobot or any of the other countless movies that tell us this is going to end horribly for humans?
难道没人看过《终结者》《机械公敌》这些预言人类悲惨结局的电影吗？
Boston robotic is like walking dead like there past president..
波士顿动力就像行尸走肉，和他们那位前总统一个德行
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
One robo is reading this comment
说不定现在就有机器人在看这条留言呢
Universal Soldier has arrived!!
《再造战士》成真了！！
Can it do the drunken dance move?
它能打醉拳吗？
Anybody remembers Skynet and Terminators? China will make them into a reality. Wait for it, it's coming
还记得天网和终结者吗？中国就要把它们变成现实了，等着瞧吧
Wow incredible, but are we getting replaced ,TERIMANTER IS REAL
哇太神奇了，但人类要被取代了吗？终结者真的来了
'A robot attacking a crowd' Hahahaha So. It tripped slightly. Just absolutely blatant propaganda
"机器人袭击人群"哈哈哈，不就是稍微绊了下脚，这宣传也太赤裸裸了
How about WWE Wrestling version of Robots? That would be entertaining
搞个WWE摔跤机器人版应该挺带劲
Eventually will develop military robotic warrior.
最终肯定会发展成军用战斗机器人
Is that video legit? Looks like another A I generated clip
这视频是真的吗？看着又像AI生成的
Can we put a wig on it and have it/she/ them/her compete with a trans
给它戴个假发，让它/她/TA们去和跨性别者比赛怎么样？
Why is the 2nd robot wearing ID Card?
为什么第二个机器人戴着工牌？
will soon have football match with real person
很快就能和真人踢足球赛了
I saw this toy on another video that shows it constantly falling over and the police it was walking with kept having to stop it from falling over. So someone is fibbing on the awesomeness of this thing. They will never surpass the USA no matter how hard they try. Sorry guys.
我在其他视频里看到这玩具一直摔倒，陪同的警察得不断扶它。所以有人在夸大其词。再怎么努力也超不过美国的，抱歉了各位。
"I ain't neva scared" BoneCrusher
"老子从来没在怕的"——BoneCrusher歌词
Healthcare in need more manpower, with worker shortage, AI robot can rescue the issue.
医疗行业严重缺人，AI机器人正好能解决这个问题
You still have much to learn, Grasshopper.
小蚂蚱，你要学的还多着呢（《功夫》电影梗）
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
I guess no one has watched Boston dynamics 10 years ago lol.
估计没人看过波士顿动力十年前的视频吧哈哈
well dont need human GI anymore. US really need to subsidize more engineers not dumb DEI. I dont approve Boston dynamic being sold from Google to softbank, then to Hyundai.
以后都不需要人类士兵了。美国真该多补贴工程师而不是搞愚蠢的DEI政策（旨在促进多样性、平等和包容的政策）。波士顿动力从谷歌卖到软银再卖现代的操作我真看不懂
Are people really that smart but stupid u give something that much power and intelligence they'll see us as rodents and wipe us all out
人类到底是聪明还是蠢？给AI这么大权力和智能，它们迟早会把我们当老鼠消灭
Why? Tired of the control and the coming ai authoritarian's bs
为什么反对？因为受够控制了，更受不了即将到来的AIDC者
yrs behind Boston Dynamics. Still using codes built in the US
比波士顿动力落后25年，用的还是美国写的代码
Why does the video of the robot look like just an AI generated fake?
为什么机器人视频看着像AI生成的假货？
Lot blah blah, so far it's a crystal ball. Biggest bottleneck is still AI and GPU energy performance, the AI models need to get 10,000x more efficient until they can compete on human labour tasks, plus situational collaboration with other humanoids will be the key. Neither China nor US has solved that for now. 10 more years needed.
说这么多都是画大饼。最大瓶颈还是AI算力和GPU能效，AI模型效率得提升万倍才能替代人工，加上多机器人协同作业更是关键。中美都没突破，至少还要十年。
The updating of algorithms is not AI. Weird.
算法升级不算AI吧？这概念混淆得离谱
Just like racist movie Star War episode 1, the trade guild is building a Droid army. Only Jedi master can save the enslaved US citizens! Dreams On!
就像种族主义的《星战前传1》，贸易联盟在组建机器人军队。只有绝地大师能拯救被奴役的美国人民！继续做梦吧！
is that agent from. Matrix, do we need Neo
这是矩阵特工吗？我们需要救世主尼奥了
Like that chess or go game, how about fighting with real shaloin master to see whether this robots can eke out human...
像围棋人机大战那样，让机器人和少林武僧实战看看？
That video looks fake. I think its AI generated. No?
这视频太假，根本是AI生成的吧？
This video is a fraud to scoop up investment capital. Its a CG designed robot. If you look closely the video render of robot has the same exact posturing in 2 different settings. If it was real the robot would have some slight variation of movement. Its the same exact motion.
这就是骗投资的假视频！仔细看机器人在两个场景摆完全相同的姿势，真机器人动作会有细微差异，这根本是复制粘贴的CG动画
Should be able to get pregnant
应该让机器人能怀孕（讽刺生育功能？）
human robot kicking some you know what
机器人暴揍某些不可言说的东西
Boston dynamics has way better stuff than that. That looks like CGI to me.
波士顿动力的技术强多了，这看着就是CG特效
Any independent 3rd party media there to watch and record these thing live to make sure it's not another AI generated video?
有第三方媒体现场见证录制吗？不然怎么证明不是AI假视频？
SkyNet will eventually win out - big time! They have a robot that hunts other robots - T900!
天网终将大获全胜！它们有专门猎杀机器人的T900