自动化龙头发那科股价单日狂飙16%! 强强联手谷歌(GOOGL.US)推进物理AI大浪潮

智通财经05-14

智通财经APP获悉，以工厂自动化为核心的日本工业技术公司发那科(Fanuc Corp.)股价周四单日一度飙升超16%，此前该公司表示将与Alphabet Inc.旗下科技巨头谷歌(Google)进行深度合作，使得金融市场对于包括机器人在内的全球物理AI技术发展进程与实际应用端渗透速度愈发乐观。随着发那科携手谷歌加速推进机器人在实际应用场景的广泛适配和生产效率，加之马斯克领导下的特斯拉即将实现最新...

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Inc.旗下科技巨头谷歌(Google)进行深度合作，使得金融市场对于包括机器人在内的全球物理AI技术发展进程与实际应用端渗透速度愈发乐观。随着发那科携手谷歌加速推进机器人在实际应用场景的广泛适配和生产效率，加之马斯克领导下的特斯拉即将实现最新...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1441651.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4525","symbol_name":"远程办公概念","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1441651.html","article_id":"2635796404","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2635796404","pubTimestamp":1778741883,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，以工厂自动化为核心的日本工业技术公司发那科股价周四单日一度飙升超16%，此前该公司表示将与Alphabet 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Join Forces with Google (GOOGL.US) to Advance the Big Wave of Physical AI","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/13c0d3d3ac2d26deb3f90f90c2bf9566","symbols_score_info":{"GOOW":0.6,"GOOY":0.6,"USJW.SI":0.6,"FANUY":1.93,"MSFT":0.6,"GOOGL":1.91,"GOOX":0.6,"GOU":0.6,"GOOP":0.6,"GGLS":0.6,"TSLA":0.6,"NVDA":0.6,"META":0.6,"GGLL":0.6,"AAPL":0.6,"AMZN":0.6},"content_text":"智通财经APP获悉，以工厂自动化为核心的日本工业技术公司发那科(Fanuc Corp.)股价周四单日一度飙升超16%，此前该公司表示将与Alphabet Inc.旗下科技巨头谷歌(Google)进行深度合作，使得金融市场对于包括机器人在内的全球物理AI技术发展进程与实际应用端渗透速度愈发乐观。随着发那科携手谷歌加速推进机器人在实际应用场景的广泛适配和生产效率，加之马斯克领导下的特斯拉即将实现最新一代“擎天柱”(Optimus)人形机器人量产，物理AI时代似乎离我们越来越近，正在从“实验室演示阶段”进入“工业、制造、国防与物流场景的早期商业化阶段”，但距离全行业大规模普及仍需要经过成本、长期操作可靠性、安全、供应链和监管验证。这家全球最大规模机器人手臂制造商之一周三晚间宣布上述最新消息后，公司股价在周四日本股市交易中一度上大幅涨超16%，触及盘中基准统计之下的历史新高点位。根据英伟达CEO黄仁勋的见解，“物理AI”(physical AI)强调让机器人/自主操作系统在真实世界进行感知、推理并完成一整套行动，而一个由“物理AI”辅助人类文明演变的时代即将到来。“物理AI”强调让机器人/自主系统在真实世界感知、推理并完成一整套行动，而这三类能力正是把AI大语言模型从“只会对话”推进到“能在物理世界干活”的关键人工智能工具链。发那科将与谷歌合作，为其旗舰款的被广泛应用的工业机器人打造一套新的AI驱动的智能化操作系统，并使用包括Gemini Enterprise在内的谷歌云计算平台(Google Cloud)一系列核心最前沿AI应用工具。在此之前，英伟达等美国科技巨头们已密集宣布加强与亚洲科技公司的合作规模，推动包括人形机器在内的智械化机器人和制造系统基于AI输入的操作运行系统，这也大幅推高了该地区合作伙伴公司们的股价。发那科此前与英伟达达成的一项合作——将自家的ROBOGUIDE机器人仿真软件，与英伟达“物理AI引擎”NVIDIA Isaac Sim打通，标志着发那科从传统的自动化设备供应商向“物理AI时代的AI机器人平台型大玩家”迭代。根据双方合作，这家全球领先的机器人手臂制造商正在将英伟达机器人仿真框架整合进自身的定制化软件体系中，以帮助该公司的工业机器人或者聚焦与工厂自动化的制造商客户们进行虚拟操作测试。发那科还将与英伟达合作设计出能够更好识别语音指令、避免伤害到人员以及追踪核心运动零部件的机器人。安川电机公司和纳博特斯克公司等其他机器人制造商们的股价也因这一消息上涨。Tokai Tokyo Intelligence Laboratory Co.高级分析师 Ryoutarou Sawada表示，物理AI领域的主要参与者们非常明白，加速推进变现是AI技术领域生存的关键。Sawada表示：“在日本，物理AI领域还有更多值得期待的事情。不只是发那科和安川，而是覆盖整套机器人和其他核心硬件领域。物理AI主题必将愈发火热。”发那科是何方神圣?发那科的业务增长基本盘是“数控系统(CNC)+工业机器人+智能化机床”的工厂自动化设备业务线，是全球工业机器人和数控系统的龙头之一;与谷歌以及英伟达近期达成的一系列合作，则标志着它从传统且纯粹的自动化供应商向“物理AI平台”全面更新迭代，通过自家机器人仿真加上英伟达提供的Isaac Sim等工具，把虚拟仿真与真实产线打通，强化自身在高端工业制造中的“工业机器人系统”这一发那科占据领军地位的技术护城河。另一方面也为物流、食品、汽车总装等仍高度依赖人工的机器人技术环节打开了新一轮自动化增长空间，这些行业将是未来数年的“AI+工业化机器人军队”带来增量需求的第一批大受益者。从长期角度来看，工业机器人类型的公司如果都往“物理AI超级平台”演化，价值链则全面从“卖核心工业智能化硬件+控制器”转变成“完整AI机器人产品线+边缘AI基础设施+算力服务订阅+数字孪生/仿真软件+AI模型MAAS服务”。从产业逻辑来看，索尼、现代汽车以及特斯拉等高端制造领军者们的长期增长叙事正在从电动车制造，转向“物理AI级别的超级平台公司”。比如现代汽车不仅可能参与韩国作战前线无人化趋势，还计划自2028年起在美国工厂部署波士顿动力Atlas等人形机器人，并强调“physical AI”在智能制造中的作用;这些都意味着自动驾驶平台、汽车电子、执行器、传感器、边缘AI芯片、电池与运动控制等典型电动汽车产业链，正在从汽车智能化制造时代切换到物理AI时代。“物理AI”革命全球物理AI技术发展进程今年以来可谓明显加速。从技术架构看，物理AI的本质是把大模型、多模态感知、强化学习/模仿学习、运动控制、仿真训练、边缘计算和机器人硬件闭环打通。此前生成式AI主要发生在文本、代码、图像和企业软件中;而物理AI要求模型在真实世界中完成“感知—推理—规划—执行—反馈”的闭环，这对算力、传感器、控制算法、低延迟推理、工业安全和机械可靠性提出更高要求。因此，谷歌、英伟达、特斯拉、现代汽车、Boston Dynamics(波士顿动力) 以及发那科这类聚焦AI算力基础设施与高端制造的企业共同入场，说明AI军备竞赛正在从“云端模型能力”外溢到“真实世界执行能力”。谷歌携手发那科、英伟达推进工业机器人Physical AI软硬件生态引擎、韩国军方探索机器人前线部署、特斯拉推进Optimus量产，共同说明AI正在从云端模型与数字应用外溢到真实世界的工业制造、物流、军工、战场前线、定制化服务场景和工业现场。其中韩国军方与现代汽车集团探索在前线部署机器人，则说明物理AI不只是制造业效率工具，也正在进入国防与安全场景，并将AI无人系统作为解决兵力结构性短缺的一部分。特斯拉 Optimus 则代表另一条路线：把汽车时代积累的电池、电机、传感器、AI视觉体系、边缘计算、制造工程和供应链能力迁移到通用人形机器人。国际大行瑞银(UBS)近日将第三代 Optimus 的发布时间与量产窗口细化到 2026 年年中发布、7月底至8月初启动生产，意味着市场关注点正在从“人形机器人能不能做出来”转向“谁能进入首批量产供应链”。在瑞银看来，AI牛市叙事可谓正在从GPU/ASIC、HBM/DRAM/NAND存储、CPU、数据中心与云计算服务平台，进一步扩散到与物理AI密切相关联的边缘AI芯片、机器人硬件、工业自动化零部件和精密制造链条。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2635796404","isCrawlerRequest":true}