从上春晚到进客厅，期待人形机器人下一步_老虎社区_美港股上老虎

从上春晚到进客厅，期待人形机器人下一步

21世纪经济报道02-25

（原标题：21评论丨从上春晚到进客厅，期待人形机器人下一步）回顾今年的马年春晚，最受瞩目的毫无疑问是满屏的国产人形机器人。它们不仅在央视及地方春晚舞台上奉献了大规模、高难度的表演，更在我们身边的庙会、商场、餐厅等线下场景广泛应用。在春晚舞台的聚光灯下，数十台机器人整齐划一地完成空翻、侧踢、变阵，甚至与人类演员进行精准的武术对练。这种视觉上的震撼，标志着中国人形机器人在硬件工程、全身运动控制以及多机...

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Mier_Ma
·02-26
春晚都被商业化了，以后再也不看春晚了
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robots","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81810":0.6,"300024":1.61,"MIUmain":0.6,"HXXD.SI":0.6,"02252":1.57,"01810":0.9,"00370":1.54},"content_text":"（原标题：21评论丨从上春晚到进客厅，期待人形机器人下一步）回顾今年的马年春晚，最受瞩目的毫无疑问是满屏的国产人形机器人。它们不仅在央视及地方春晚舞台上奉献了大规模、高难度的表演，更在我们身边的庙会、商场、餐厅等线下场景广泛应用。在春晚舞台的聚光灯下，数十台机器人整齐划一地完成空翻、侧踢、变阵，甚至与人类演员进行精准的武术对练。这种视觉上的震撼，标志着中国人形机器人在硬件工程、全身运动控制以及多机协同技术上已经达到了世界领先的水平。而随着机器人展现出高度的协调性和灵活性，值得追问的是，那个曾经只存在于科幻电影中的“机器人时代”，是否真的随着这个春天的脚步一同到来了？我们首先应当对春晚展示的成果感到自豪，这意味着人形机器人的技术路线，依然是所有人最能够接受的具身智能发展路径，这点并无问题。但如果我们认为人形机器人产业化已经箭在弦上，那么接下来必须要进一步追问的是，人形机器人的真正价值到底是什么？大家期待的，肯定不只是舞台上的后空翻，而是能够真正走进我们的日常生活之中，在不标准、不规则、不可预测的现实中精准、安全且低成本地完成那些琐碎而繁重的任务。客观来说，春晚舞台是一个高度结构化、预设化的环境。地面的平整度、灯光的亮度、节目的节奏甚至空气的湿度都是可以控制的，机器人的每一组动作也都是基于预设轨迹的精确执行。但真正的功能性需求，其面对的是一个完全“非结构化”的世界。每一个家庭的布局、家具的摆放、成员的行为逻辑，甚至是一顿晚餐的烹饪方式，都没有统一的标准可循。这意味着，人形机器人不能仅仅依靠预设的程序来生存，它必须拥有极强的“泛化能力”和“具身智能”，能够通过视觉和传感器实时理解环境，并根据突发状况做出逻辑判断。当机器人离开光滑的舞台，踏上松软的地毯、避开随手乱丢的玩具、在狭窄的厨房里处理油腻的碗筷时，原本在舞台上显得游刃有余的“大动作”将会面临巨大的考验。这种从“封闭实验室”到“开放社会”的跨越，正是人形机器人当前面临的最高的一道门槛。再从技术的角度来看，真正难的，往往不是大动作，而是精细动作。在春晚舞台上，我们看到了机器人可以翻跟头、踢腿、快跑，这些动作考验的是大功率关节执行器、动态平衡算法以及结构强度，这可以被视为“粗线条”的体育竞技。但在实际应用中，人类对机器人的终极期待是它能像人一样使用工具、感知力度。比如，拿起一只鸡蛋而不捏碎，撕开一包零食而不洒落，或者在杂乱的工具箱里找出一枚特定的螺丝并将其拧入孔位。这些动作涉及极高密度的感知反馈与微小位移控制。人类手指拥有数万个感受器，可以感知纹理、滑移和轻微的抗力，而目前机器人所依赖的触觉传感器和灵巧手技术，在精细度、耐用性与实时反馈上，依然难以“望人项背”。这也是人形机器人在技术上亟待突破和克服的另一道挑战。这需要的是底层材料、精密传感器、大模型算法以及应用场景的深度耦合。目前的“具身智能”虽然借着大语言模型的东风取得了长足进步，让机器人能听懂“帮我拿杯水”这种模糊指令，但如何将感知、逻辑与物理世界的微观操作完美融合，依然处于从实验室迈向半商业化的探索阶段。春晚上的人机表演是“同频共振”的胜利，但生活中的每一个动作都是“独一无二”的挑战。从舞台上的表演性需求到真实生活中的功能性需求，其间横亘着的绝不仅仅是几段代码的优化，而是几道需要硬碰硬、实打实去跨越的关键性门槛。回到最初的问题：人形机器人的春天要来了吗？如果我们把“春天”定义为技术的爆发期与社会认知的觉醒期，那么它确实已经扑面而来。春晚的繁荣景象并非虚火，它确实展示了中国在人形机器人产业链上的完整度与技术迭代的惊人速度。可如果我们把“春天”定义为大规模的商业闭环与社会化应用，那么我们可能还正处于“早春二月”。从这个角度来说，我们今天依然需要给人形机器人的发展，多一点耐心和时间。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":536768883033048,"gmtCreate":1772067977449,"gmtModify":1772067980135,"author":{"id":"4143077530680670","authorId":"4143077530680670","name":"Mier_Ma","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4143077530680670","authorIdStr":"4143077530680670"},"htmlText":"春晚都被商业化了，以后再也不看春晚了","listText":"春晚都被商业化了，以后再也不看春晚了","text":"春晚都被商业化了，以后再也不看春晚了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536768883033048","repostId":2614784837,"repostType":2,"repost":{"id":"2614784837","kind":"news","pubTimestamp":1771983480,"share":"https://www.laohu8.com/m/news/2614784837?lang=zh_CN&edition=full","pubTime":"2026-02-25 09:38","market":"hk","language":"zh","title":"从上春晚到进客厅，期待人形机器人下一步","url":"https://stock-news.laohu8.com/highlight/detail?id=2614784837","media":"21世纪经济报道","summary":"回顾今年的马年春晚，最受瞩目的毫无疑问是满屏的国产人形机器人。我们首先应当对春晚展示的成果感到自豪，这意味着人形机器人的技术路线，依然是所有人最能够接受的具身智能发展路径，这点并无问题。这种从“封闭实验室”到“开放社会”的跨越，正是人形机器人当前面临的最高的一道门槛。春晚的繁荣景象并非虚火，它确实展示了中国在人形机器人产业链上的完整度与技术迭代的惊人速度。","content":"<div>\n<p>（原标题：21评论丨从上春晚到进客厅，期待人形机器人下一步）回顾今年的马年春晚，最受瞩目的毫无疑问是满屏的国产人形机器人。它们不仅在央视及地方春晚舞台上奉献了大规模、高难度的表演，更在我们身边的庙会、商场、餐厅等线下场景广泛应用。在春晚舞台的聚光灯下，数十台机器人整齐划一地完成空翻、侧踢、变阵，甚至与人类演员进行精准的武术对练。这种视觉上的震撼，标志着中国人形机器人在硬件工程、全身运动控制以及多机...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225093948a4c4fc90&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225093948a4c4fc90&s=b><strong>21世纪经济报道</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>（原标题：21评论丨从上春晚到进客厅，期待人形机器人下一步）回顾今年的马年春晚，最受瞩目的毫无疑问是满屏的国产人形机器人。它们不仅在央视及地方春晚舞台上奉献了大规模、高难度的表演，更在我们身边的庙会、商场、餐厅等线下场景广泛应用。在春晚舞台的聚光灯下，数十台机器人整齐划一地完成空翻、侧踢、变阵，甚至与人类演员进行精准的武术对练。这种视觉上的震撼，标志着中国人形机器人在硬件工程、全身运动控制以及多机...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225093948a4c4fc90&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","300024":"机器人","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","LU1956131251.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\"MD (USD) INC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","02252":"微创机器人-B","LU0594300419.USD":"富达中国消费基金A","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","LU0650527681.SGD":"Fidelity China 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225093948a4c4fc90&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2614784837","content_text":"（原标题：21评论丨从上春晚到进客厅，期待人形机器人下一步）回顾今年的马年春晚，最受瞩目的毫无疑问是满屏的国产人形机器人。它们不仅在央视及地方春晚舞台上奉献了大规模、高难度的表演，更在我们身边的庙会、商场、餐厅等线下场景广泛应用。在春晚舞台的聚光灯下，数十台机器人整齐划一地完成空翻、侧踢、变阵，甚至与人类演员进行精准的武术对练。这种视觉上的震撼，标志着中国人形机器人在硬件工程、全身运动控制以及多机协同技术上已经达到了世界领先的水平。而随着机器人展现出高度的协调性和灵活性，值得追问的是，那个曾经只存在于科幻电影中的“机器人时代”，是否真的随着这个春天的脚步一同到来了？我们首先应当对春晚展示的成果感到自豪，这意味着人形机器人的技术路线，依然是所有人最能够接受的具身智能发展路径，这点并无问题。但如果我们认为人形机器人产业化已经箭在弦上，那么接下来必须要进一步追问的是，人形机器人的真正价值到底是什么？大家期待的，肯定不只是舞台上的后空翻，而是能够真正走进我们的日常生活之中，在不标准、不规则、不可预测的现实中精准、安全且低成本地完成那些琐碎而繁重的任务。客观来说，春晚舞台是一个高度结构化、预设化的环境。地面的平整度、灯光的亮度、节目的节奏甚至空气的湿度都是可以控制的，机器人的每一组动作也都是基于预设轨迹的精确执行。但真正的功能性需求，其面对的是一个完全“非结构化”的世界。每一个家庭的布局、家具的摆放、成员的行为逻辑，甚至是一顿晚餐的烹饪方式，都没有统一的标准可循。这意味着，人形机器人不能仅仅依靠预设的程序来生存，它必须拥有极强的“泛化能力”和“具身智能”，能够通过视觉和传感器实时理解环境，并根据突发状况做出逻辑判断。当机器人离开光滑的舞台，踏上松软的地毯、避开随手乱丢的玩具、在狭窄的厨房里处理油腻的碗筷时，原本在舞台上显得游刃有余的“大动作”将会面临巨大的考验。这种从“封闭实验室”到“开放社会”的跨越，正是人形机器人当前面临的最高的一道门槛。再从技术的角度来看，真正难的，往往不是大动作，而是精细动作。在春晚舞台上，我们看到了机器人可以翻跟头、踢腿、快跑，这些动作考验的是大功率关节执行器、动态平衡算法以及结构强度，这可以被视为“粗线条”的体育竞技。但在实际应用中，人类对机器人的终极期待是它能像人一样使用工具、感知力度。比如，拿起一只鸡蛋而不捏碎，撕开一包零食而不洒落，或者在杂乱的工具箱里找出一枚特定的螺丝并将其拧入孔位。这些动作涉及极高密度的感知反馈与微小位移控制。人类手指拥有数万个感受器，可以感知纹理、滑移和轻微的抗力，而目前机器人所依赖的触觉传感器和灵巧手技术，在精细度、耐用性与实时反馈上，依然难以“望人项背”。这也是人形机器人在技术上亟待突破和克服的另一道挑战。这需要的是底层材料、精密传感器、大模型算法以及应用场景的深度耦合。目前的“具身智能”虽然借着大语言模型的东风取得了长足进步，让机器人能听懂“帮我拿杯水”这种模糊指令，但如何将感知、逻辑与物理世界的微观操作完美融合，依然处于从实验室迈向半商业化的探索阶段。春晚上的人机表演是“同频共振”的胜利，但生活中的每一个动作都是“独一无二”的挑战。从舞台上的表演性需求到真实生活中的功能性需求，其间横亘着的绝不仅仅是几段代码的优化，而是几道需要硬碰硬、实打实去跨越的关键性门槛。回到最初的问题：人形机器人的春天要来了吗？如果我们把“春天”定义为技术的爆发期与社会认知的觉醒期，那么它确实已经扑面而来。春晚的繁荣景象并非虚火，它确实展示了中国在人形机器人产业链上的完整度与技术迭代的惊人速度。可如果我们把“春天”定义为大规模的商业闭环与社会化应用，那么我们可能还正处于“早春二月”。从这个角度来说，我们今天依然需要给人形机器人的发展，多一点耐心和时间。","news_type":1,"symbols_score_info":{"81810":0.6,"300024":1.61,"MIUmain":0.6,"HXXD.SI":0.6,"02252":1.57,"01810":0.9,"00370":1.54}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}