吹牛逼不打草稿！_老虎社区_美港股上老虎 - 老虎社区

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七风哥哥
02-05

吹牛逼不打草稿！

特斯拉与英伟达的“物理AI”宏愿，这家中国企业已在全球50城率先跑通

2月5日，行业领先的城市通用 AI 机器人服务提供商酷哇科技正式发布 Coowa WAM 2.0 通用世界模型底座，并披露公司已率先实现年度 EBITDA回正。一线城市业务占比从 2022 年的不足 2% 跃升至 2025 年的 25%。同时，公司积极拓展东亚、中东、西欧等发达国家区域。这标志着酷哇的技术已具备跨越法规与工况差异的全球普适性，正凭借软硬一体的极致交付能力，加速向全球输出中国智造的“城市通用 AI”方案。

特斯拉与英伟达的“物理AI”宏愿，这家中国企业已在全球50城率先跑通

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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组成的“黄金搭档”，正逐步确立写字楼及高端住宅中的创新服务范式。</p><p>• 智慧城市管家领域： 以“麒麟”X3、“独角兽”X1 为代表的机器人军团，凭借成熟的规模化应用能力，持续巩固酷哇在城市精细化治理中的行业标杆地位。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260205170320825d152eba6sj0fc6z\"/><p><strong>唯一集齐“北上广深”版图的行业领跑者</strong></p><p>在商业化落地的广度与深度上，酷哇已构筑起极高的行业壁垒。截至目前，酷哇是行业内唯一一家同时进驻北京、上海、广州、深圳四个超一线城市开展常态化城市服务业务的机器人企业。一线城市业务占比从 2022 年的不足 2% 跃升至 2025 年的 25%。这种在高人流密度长尾场景下的常态化运营，不仅验证了酷哇产品的极高适应性，更确立了其在城市服务领域的绝对领先地位。</p><p>这一爆发式增长，本质上是市场红利与酷哇极致交付能力的双向奔赴：</p><p>• 机器人在城市服务领域刚需爆发： 公开数据显示，2025年智慧环卫需求突破74亿元/年，相较2023年提升了约4倍，千万元以上智慧环卫项目中规模化使用比例（扣除试点订单，即单项目至少有10台车以上投入的订单）在2025年达到30%，这表明市场对城市智能机器人的需求已正式从“试点尝鲜”转为“刚需认可”。</p><p>• 市占率持续领先： 在单项目投入10台以上的规模化订单中， 酷哇<span>市场占有率</span>约80%，交付能力居市场最高水平。</p><p>• 长期价值认可：2025年客单价较2022年增幅达106%，单客户年均付费金额的大幅提升，充分印证了客户对酷哇长期价值的深度认可。</p><p><strong>从“技术供给”到“全球生态”，完成战略跃迁</strong></p><p>酷哇之所以能实现 EBITDA 回正与规模化爆发，究其原因，是已完成从单一技术厂商向“城市通用 AI 机器人服务提供商”的战略跃迁，并实现了国内与海外的双向赋能：</p><p>• “央企+城服”双轮驱动：在国内市场， 酷哇近期连续与浦发集团、北控集团、亦庄控股、<a href=\"https://laohu8.com/S/000967\">盈峰环境</a>、<a href=\"https://laohu8.com/S/300815\">玉禾田</a>、金地物业等大型国央企和上市公司达成深度合作，锁定了长期稳健的订单基本盘。</p><p>• 海外加速全球布局： 在准入标准极为严苛的新加坡与阿布扎比，酷哇的商用机器人车队已实现常态化运营。同时，公司积极拓展东亚、中东、西欧等发达国家区域。</p><p>这标志着酷哇的技术已具备跨越法规与工况差异的全球普适性，正凭借软硬一体的极致交付能力，加速向全球输出中国智造的“城市通用 AI”方案。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260205170322762d152li1o5all1c9\"/><p><strong>以Physical AI 全栈通用底座，定义城市具身智能新范式</strong></p><p>为何酷哇能实现\"万台级\"的规模化跃升并攻克全球高端市场？</p><p>行业的解题思路已十分清晰：面对真值数据稀缺与长尾场景无穷尽的挑战，必须构建一套系统化且具备商业造血能力的规模化模式。唯有通过商业闭环的无限运转，才能在物理世界中“穷尽”海量的真值数据，进而反哺技术的迭代。</p><p>酷哇的破局之道，在于构建了“通用 AI 系统（大脑） + 规模化商业场景（身体）”的双轮驱动体系。</p><p>首先，在核心的模型侧，酷哇打造了一套类<a href=\"https://laohu8.com/S/000504\">生物</a>神经系统的 Coowa Physical AI 全栈平台。该平台精密划分为模型层、基础设施层与应用层，三者协同运作，帮助跨场景机器人实现了从感知世界到改造世界的完整闭环。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260205170328745d152olvrqrzg3s4\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20260205170329279d15231w15fys5vt\"/><p><strong>第一层：模型层 (The Model Layer)—— Coowa WAM 2.0 通用世界模型</strong></p><p>针对物理世界中“长尾场景（Corner Case）不可穷举”与“零样本决策”的行业痛点，酷哇引入人类认知机理，构建了集“System 1 (直觉响应) + System 2 (逻辑推理)”于一体的双核驱动架构——Coowa WAM 2.0。该架构不再依赖单一规则，而是通过“快慢思考”的协同，实现了对复杂环境的类人化理解。第一层：模型层 (The Model Layer)—— Coowa WAM 2.0 通用世界模型</p><p>1. 1 System 1：直觉行动系统 (Intuition-driven Action Generator)</p><p>在瞬息万变的开放环境中，直觉行动系统构成了机器人的“快思考”中枢。它不再依赖耗时的逻辑搜索，而是基于 Real-to-Sim-to-Real 闭环，利用 AIGC 技术在潜空间（Latent Space）中直接推演未来。</p><p>通过反事实推演（Counterfactual Reasoning），模型能基于直觉快速并行生成多组动作候选，并提前预判物理后果。这种机制相当于在行动前完成了亿万次虚拟试错，让机器人即便在突发状况下，也能凭借“经验直觉”生成最优解，实现 Drive 与 Work 的无缝耦合及实时响应。</p><p>1. 2 System 2：UrbanVLM 宏观约束 (Vision-Language Model Constraints)</p><p>针对城市服务中低频但逻辑复杂的长尾场景（如理解交警手势、判断倒塌树木的优先级），酷哇引入自研的 UrbanVLM，承担宏观规划与因果约束的职责。它不直接输出控制信号，而是为直觉系统提供更高层的“语义围栏”。</p><p>• 云端深思 (UrbanVLM Large, 32B)： 拥有320亿参数的多模态大脑，负责全局任务编排。它能读懂复杂的自然语言指令（如“优先清理堵塞排水口的积物，防止暴雨积水”），并将其拆解为具身智能可执行的原子任务序列。</p><p>• 端侧推理 (UrbanVLM Tiny, 3B)： 部署在机器人边缘侧的小参数模型，负责百毫秒级的<a href=\"https://laohu8.com/S/02086\">高维</a>理解及策略约束。例如，它能通过语义分析识别出前方障碍物是一个“正在玩耍的儿童”，根据常识约束底层的策略使进行必要的保守礼让并停止工作。</p><p>此外，基于 WAM 底座，又衍生出两大核心引擎：</p><p>￮ Drive AI（全场景移动引擎）： 机器人的“双腿”。基于 End-to-End Transformer 架构，它不再依赖规则，而是基于推演结果在机动车道、辅道及楼宇通道中生成最优轨迹，在人车混流的博弈中实现“类人”的平滑通行。</p><p>￮ Work AI（VLA 协同作业引擎）： 机器人的“双手”。基于 VLA (Vision-Language-Action) 架构，实现了视觉感知与机械臂动作的端到端对齐。通过学习数百万小时的环卫与物业作业真值数据，它能自适应调整清扫力度和机械臂轨迹，将运动控制误差收敛至厘米级。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260205170334698d1529mgla37hit0\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20260205170335746d152810jn5b6wvw\"/><p><strong>第二层：基础设施层 (AI Infra)—— 虚实共生的进化血液</strong></p><p>模型能力的上限，取决于数据的质量与规模。酷哇构建了工业级的 AI Infra，从2018年商业化至今，酷哇早期即坚持规模化部署真机进行数据采集，搭建了“硬件-数据-模型”的闭环管线：</p><p>• 50PB 数据湖： 存储了来自50+城市的全天候真实运行数据，为模型提供物理世界的“真理”。</p><p>• World Sim（世界仿真器）： 当遇到罕见的极端 Corner Case（如极端天气作业），系统利用 AIGC 技术在仿真空间生成数万个变种场景，进行对抗性训练。</p><p>• 自动化管线： 利用大模型对<a href=\"https://laohu8.com/S/603138\">海量数据</a>进行自动清洗与标注，将数据处理效率提升了1000倍，模型处理效率可达到按周迭代的效率，实现“机器人每跑一公里，模型就聪明一分”的复利效应。</p><p><strong>第三层：应用层 (Application Layer)—— 物理智能体的万千形态</strong></p><p>基于统一的模型层与强大的基建层，酷哇得以快速孵化出形态各异的物理智能终端，服务于城市生活的方方面面——这本质上是通用智能在不同物理载体上的自然投射。</p><p>从解决城市微循环的自动驾驶小巴Coo-bus，到灵活作业于楼宇物业的“D0/R0”系列泛人形与轮足机器人；再到穿梭于城市角落的X系列城市管家机器人——酷哇的产品线已实现对城市物理空间的全方位覆盖。</p><p>这种“全家福”式的产品布局，配合酷哇自研线控底盘、智能上装以及云控平台的垂直整合能力，使得酷哇区别于仅提供单点技术的公司，具备了提供“综合城市大管家方案”的能力，真正实现了对城市毛细血管的智能化重塑。</p><p>以终为始：数据飞轮驱动，通向Robo city终局</p><p>商业规模的爆发，为酷哇构建了难以复制的数据壁垒。目前，酷哇已在全球超过50个城市和地区、累计4,500万公里的真实运营中，沉淀了数百万个高价值长尾场景（Corner Case）数据点。</p><p>这正是酷哇“增长飞轮”高速运转的<a href=\"https://laohu8.com/S/600405\">动力源</a>：酷哇坚信，技术先进性与商业规模化互为因果。WAM 通用模型底座大幅降低了场景适配成本，推动了万台级商业规模的落地；而大规模商业运营产生的海量物理交互真值数据（Physical Interaction Data），又反哺模型持续进化，进一步巩固了技术护城河。</p><img src=\"https://www.diankeji.com/uploads/file/91che/2026-02-05/bf1364cce7fd7ac07aae134343f4bc67.png\"/><p>在这一飞轮驱动下，酷哇正加速向“终局场景”迈进：一个万物互联的RoboCity（机器人生态城）。</p><p>在这个城市里，数万台形态各异的机器人将不再是孤立的个体，而是通过WAM共享同一个“世界认知”的智能集群，共同构成了一套覆盖全城的物理智能体网络（Physical Agent Network）</p><p>此时的酷哇，已经不仅是机器人的制造商，更是这套城市新基建的“定义者与运营商”。就像水务公司管理水网、电力公司管理电网一样，酷哇正在管理着城市的“算力与劳动力网络”。</p><img src=\"https://www.diankeji.com/uploads/file/91che/2026-02-05/434dfc640292b6b2090dc78de2fae9cc.png\"/><p><strong>关于酷哇科技（COOWA）</strong></p><p>酷哇科技（COOWA）成立于 2015 年，是行业领先的通用 AI 机器人服务提供商。公司以“让机器人与美好生活<a href=\"https://laohu8.com/S/603118\">共进</a>”为使命，致力于实现物理世界的通用人工智能（Physical AI）。</p><p>依托自主研发的 Physical AI 技术底座，酷哇凭借独创的 World-Action Model模型和产品化能力，构建了智慧出行、智慧物业、智慧城市管家三大核心业务板块。</p><p>目前，酷哇科技已在全球 50 多个城市和地区实现商业化落地。公司正致力于将通用智能能力复制到城市服务的每一个场景，重新定义人与城市的交互方式。</p></article></body></html>","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 name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉与英伟达的“物理AI”宏愿，这家中国企业已在全球50城率先跑通</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉与英伟达的“物理AI”宏愿，这家中国企业已在全球50城率先跑通\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-05 17:01 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260205170414a47f8193&s=b><strong>91che</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>告别单一自动驾驶，酷哇（Coowa）如何用 WAM 世界模型定义城市服务“终局”？2月5日，行业领先的城市通用 AI 机器人服务提供商酷哇科技（Coowa ）正式发布 Coowa WAM 2.0 (World-Action Model) 通用世界模型底座，并披露公司已率先实现年度 EBITDA（息税折旧摊销前利润）回正。这一里程碑式成果，标志着酷哇已构建起“技术底座+商业规模”的双轮驱动体系，正式...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260205170414a47f8193&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":{"LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","BK4529":"IDC概念","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) 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为代表的机器人军团，凭借成熟的规模化应用能力，持续巩固酷哇在城市精细化治理中的行业标杆地位。唯一集齐“北上广深”版图的行业领跑者在商业化落地的广度与深度上，酷哇已构筑起极高的行业壁垒。截至目前，酷哇是行业内唯一一家同时进驻北京、上海、广州、深圳四个超一线城市开展常态化城市服务业务的机器人企业。一线城市业务占比从 2022 年的不足 2% 跃升至 2025 年的 25%。这种在高人流密度长尾场景下的常态化运营，不仅验证了酷哇产品的极高适应性，更确立了其在城市服务领域的绝对领先地位。这一爆发式增长，本质上是市场红利与酷哇极致交付能力的双向奔赴：• 机器人在城市服务领域刚需爆发： 公开数据显示，2025年智慧环卫需求突破74亿元/年，相较2023年提升了约4倍，千万元以上智慧环卫项目中规模化使用比例（扣除试点订单，即单项目至少有10台车以上投入的订单）在2025年达到30%，这表明市场对城市智能机器人的需求已正式从“试点尝鲜”转为“刚需认可”。• 市占率持续领先： 在单项目投入10台以上的规模化订单中， 酷哇市场占有率约80%，交付能力居市场最高水平。• 长期价值认可：2025年客单价较2022年增幅达106%，单客户年均付费金额的大幅提升，充分印证了客户对酷哇长期价值的深度认可。从“技术供给”到“全球生态”，完成战略跃迁酷哇之所以能实现 EBITDA 回正与规模化爆发，究其原因，是已完成从单一技术厂商向“城市通用 AI 机器人服务提供商”的战略跃迁，并实现了国内与海外的双向赋能：• “央企+城服”双轮驱动：在国内市场， 酷哇近期连续与浦发集团、北控集团、亦庄控股、盈峰环境、玉禾田、金地物业等大型国央企和上市公司达成深度合作，锁定了长期稳健的订单基本盘。• 海外加速全球布局： 在准入标准极为严苛的新加坡与阿布扎比，酷哇的商用机器人车队已实现常态化运营。同时，公司积极拓展东亚、中东、西欧等发达国家区域。这标志着酷哇的技术已具备跨越法规与工况差异的全球普适性，正凭借软硬一体的极致交付能力，加速向全球输出中国智造的“城市通用 AI”方案。以Physical AI 全栈通用底座，定义城市具身智能新范式为何酷哇能实现\"万台级\"的规模化跃升并攻克全球高端市场？行业的解题思路已十分清晰：面对真值数据稀缺与长尾场景无穷尽的挑战，必须构建一套系统化且具备商业造血能力的规模化模式。唯有通过商业闭环的无限运转，才能在物理世界中“穷尽”海量的真值数据，进而反哺技术的迭代。酷哇的破局之道，在于构建了“通用 AI 系统（大脑） + 规模化商业场景（身体）”的双轮驱动体系。首先，在核心的模型侧，酷哇打造了一套类生物神经系统的 Coowa Physical AI 全栈平台。该平台精密划分为模型层、基础设施层与应用层，三者协同运作，帮助跨场景机器人实现了从感知世界到改造世界的完整闭环。第一层：模型层 (The Model Layer)—— Coowa WAM 2.0 通用世界模型针对物理世界中“长尾场景（Corner Case）不可穷举”与“零样本决策”的行业痛点，酷哇引入人类认知机理，构建了集“System 1 (直觉响应) + System 2 (逻辑推理)”于一体的双核驱动架构——Coowa WAM 2.0。该架构不再依赖单一规则，而是通过“快慢思考”的协同，实现了对复杂环境的类人化理解。第一层：模型层 (The Model Layer)—— Coowa WAM 2.0 通用世界模型1. 1 System 1：直觉行动系统 (Intuition-driven Action Generator)在瞬息万变的开放环境中，直觉行动系统构成了机器人的“快思考”中枢。它不再依赖耗时的逻辑搜索，而是基于 Real-to-Sim-to-Real 闭环，利用 AIGC 技术在潜空间（Latent Space）中直接推演未来。通过反事实推演（Counterfactual Reasoning），模型能基于直觉快速并行生成多组动作候选，并提前预判物理后果。这种机制相当于在行动前完成了亿万次虚拟试错，让机器人即便在突发状况下，也能凭借“经验直觉”生成最优解，实现 Drive 与 Work 的无缝耦合及实时响应。1. 2 System 2：UrbanVLM 宏观约束 (Vision-Language Model Constraints)针对城市服务中低频但逻辑复杂的长尾场景（如理解交警手势、判断倒塌树木的优先级），酷哇引入自研的 UrbanVLM，承担宏观规划与因果约束的职责。它不直接输出控制信号，而是为直觉系统提供更高层的“语义围栏”。• 云端深思 (UrbanVLM Large, 32B)： 拥有320亿参数的多模态大脑，负责全局任务编排。它能读懂复杂的自然语言指令（如“优先清理堵塞排水口的积物，防止暴雨积水”），并将其拆解为具身智能可执行的原子任务序列。• 端侧推理 (UrbanVLM Tiny, 3B)： 部署在机器人边缘侧的小参数模型，负责百毫秒级的高维理解及策略约束。例如，它能通过语义分析识别出前方障碍物是一个“正在玩耍的儿童”，根据常识约束底层的策略使进行必要的保守礼让并停止工作。此外，基于 WAM 底座，又衍生出两大核心引擎：￮ Drive AI（全场景移动引擎）： 机器人的“双腿”。基于 End-to-End Transformer 架构，它不再依赖规则，而是基于推演结果在机动车道、辅道及楼宇通道中生成最优轨迹，在人车混流的博弈中实现“类人”的平滑通行。￮ Work AI（VLA 协同作业引擎）： 机器人的“双手”。基于 VLA (Vision-Language-Action) 架构，实现了视觉感知与机械臂动作的端到端对齐。通过学习数百万小时的环卫与物业作业真值数据，它能自适应调整清扫力度和机械臂轨迹，将运动控制误差收敛至厘米级。第二层：基础设施层 (AI Infra)—— 虚实共生的进化血液模型能力的上限，取决于数据的质量与规模。酷哇构建了工业级的 AI Infra，从2018年商业化至今，酷哇早期即坚持规模化部署真机进行数据采集，搭建了“硬件-数据-模型”的闭环管线：• 50PB 数据湖： 存储了来自50+城市的全天候真实运行数据，为模型提供物理世界的“真理”。• World Sim（世界仿真器）： 当遇到罕见的极端 Corner Case（如极端天气作业），系统利用 AIGC 技术在仿真空间生成数万个变种场景，进行对抗性训练。• 自动化管线： 利用大模型对海量数据进行自动清洗与标注，将数据处理效率提升了1000倍，模型处理效率可达到按周迭代的效率，实现“机器人每跑一公里，模型就聪明一分”的复利效应。第三层：应用层 (Application Layer)—— 物理智能体的万千形态基于统一的模型层与强大的基建层，酷哇得以快速孵化出形态各异的物理智能终端，服务于城市生活的方方面面——这本质上是通用智能在不同物理载体上的自然投射。从解决城市微循环的自动驾驶小巴Coo-bus，到灵活作业于楼宇物业的“D0/R0”系列泛人形与轮足机器人；再到穿梭于城市角落的X系列城市管家机器人——酷哇的产品线已实现对城市物理空间的全方位覆盖。这种“全家福”式的产品布局，配合酷哇自研线控底盘、智能上装以及云控平台的垂直整合能力，使得酷哇区别于仅提供单点技术的公司，具备了提供“综合城市大管家方案”的能力，真正实现了对城市毛细血管的智能化重塑。以终为始：数据飞轮驱动，通向Robo city终局商业规模的爆发，为酷哇构建了难以复制的数据壁垒。目前，酷哇已在全球超过50个城市和地区、累计4,500万公里的真实运营中，沉淀了数百万个高价值长尾场景（Corner Case）数据点。这正是酷哇“增长飞轮”高速运转的动力源：酷哇坚信，技术先进性与商业规模化互为因果。WAM 通用模型底座大幅降低了场景适配成本，推动了万台级商业规模的落地；而大规模商业运营产生的海量物理交互真值数据（Physical Interaction Data），又反哺模型持续进化，进一步巩固了技术护城河。在这一飞轮驱动下，酷哇正加速向“终局场景”迈进：一个万物互联的RoboCity（机器人生态城）。在这个城市里，数万台形态各异的机器人将不再是孤立的个体，而是通过WAM共享同一个“世界认知”的智能集群，共同构成了一套覆盖全城的物理智能体网络（Physical Agent Network）此时的酷哇，已经不仅是机器人的制造商，更是这套城市新基建的“定义者与运营商”。就像水务公司管理水网、电力公司管理电网一样，酷哇正在管理着城市的“算力与劳动力网络”。关于酷哇科技（COOWA）酷哇科技（COOWA）成立于 2015 年，是行业领先的通用 AI 机器人服务提供商。公司以“让机器人与美好生活共进”为使命，致力于实现物理世界的通用人工智能（Physical AI）。依托自主研发的 Physical AI 技术底座，酷哇凭借独创的 World-Action Model模型和产品化能力，构建了智慧出行、智慧物业、智慧城市管家三大核心业务板块。目前，酷哇科技已在全球 50 多个城市和地区实现商业化落地。公司正致力于将通用智能能力复制到城市服务的每一个场景，重新定义人与城市的交互方式。","news_type":1,"symbols_score_info":{"NVD":0.6,"NVDQ":0.6,"TSYY":0.6,"TSLW":0.6,"TESL":0.6,"TSDD":0.6,"TSL":0.6,"07766":0.6,"TSLY":0.6,"NVD2.UK":0.6,"DIPS":0.6,"NVD3.UK":0.6,"TSLZ":0.6,"CRSH":0.6,"NVDA":0.9,"TSLG":0.6,"TSLI":0.6,"NVDX":0.6,"NVII":0.6,"TSLO":0.6,"3NVD.UK":0.6,"TSLS":0.6,"SNVD.UK":0.6,"TSLR":0.6,"NVDS":0.6,"NVIW.SI":0.6,"NVDD":0.6,"TSLP":0.6,"TSLT":0.6,"NVDU":0.6,"NVDG":0.6,"2NVD.UK":0.6,"TSLQ":0.6,"TSLA":0.9,"NVDY":0.6,"NVDS.UK":0.6,"NVDW":0.6,"TSII":0.6}},"isVote":1,"tweetType":1,"viewCount":143,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":15,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}