清华、星动纪元开源首个AIGC机器人大模型；AMD警告美国芯片出口限制影响丨数智早参

每日经济新闻2025-05-08

丨 2025年5月8日星期四丨　　NO.1 清华、星动纪元开源首个AIGC机器人大模型　　清华、星动纪元开源首个AIGC（人工智能生成内容）机器人大模型——VPP（Video Prediction Policy）。据了解，VPP将视频扩散模型的泛化能力转移到了通用机器人操作策略中，巧妙解决了diffusion（扩散）推理速度的问题，让机器人实时进行未来预测和动作执行，大幅提升机器人策略泛化性，并且...

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Policy）。据了解，VPP将视频扩散模型的泛化能力转移到了通用机器人操作策略中，巧妙解决了diffusion（扩散）推理速度的问题，让机器人实时进行未来预测和动作执行，大幅提升机器人策略泛化性，并且已全部开源。　　点评：VPP模型开源标志着AIGC与机器人技术深度融合，在实时决策领域取得突破，有望加速智能机器人产业化进程，或将重塑制造业、服务业自动化格局。开源策略或引发行业技术迭代潮，但需警惕技术滥用风险。　　NO.2 AMD警告美国芯片出口限制影响　　当地时间5月6日，AMD（超威半导体）表示，美国新一轮芯片出口限制预计在本季度对公司造成7亿美元损失，并导致公司年收入减少15亿美元。AMD公司首席执行官苏姿丰在财报电话会议上表示，美国的芯片出口限制措施的大部分影响将在今年第二季度和第三季度显现。新措施要求该公司获得许可才能向中国出口先进的人工智能芯片。“这无疑是一个不利因素，但考虑到我们正在进行的其他工作，我们认为这个因素仍然可控。”她说。　　NO.3 中联重科：加速发展具身智能机器人业务　　中联重科近日在路演活动中表示，依托中央研究院和子公司中科云谷，加速发展具身智能机器人业务，构建未来产业第三增长曲线，一季度发布两款人形机器人样机并持续验证、优化、升级中。　　点评：中联重科跨界布局具身智能机器人，反映传统制造业向AI（人工智能）融合转型的迫切性。人形机器人作为新兴赛道，技术商业化路径尚不明朗，但其战略卡位或提振投资者对高端制造升级的信心。长期需关注研发成果转化效率及行业竞争壁垒的构建。　　免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。（文章来源：每日经济新闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"policyRegulatory","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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