AI科技热点日报 | 2026年8月3日

文章目录

• AI科技热点日报 | 2026年8月3日
• • 📌 今日摘要
  • 一、人形机器人板块全线走强：宇树 IPO、比亚迪亮相、特斯拉加码三连催化
  • • 事件概要
    • 来源 / Sources
  • 二、特斯拉 Optimus 远期产能规划上修至 1000 万台/年
  • • 事件概要
    • 来源 / Sources
  • 三、OpenRouter 周度数据：中国大模型连续 14 周领跑全球，小米 MiMo-V2.5 单周调用量登顶
  • • 事件概要
    • 来源 / Sources
  • 四、宇树科技科创板 IPO 进入发行倒计时：8 月 5 日询价、8 月 10 日申购
  • • 事件概要
    • 来源 / Sources
  • 五、上海万机易租完成新一轮融资，估值 10 亿元加速人形机器人服务落地
  • • 事件概要
    • 来源 / Sources
  • 六、国产七大大模型定价全对比：智谱、MiniMax、小米、Kimi、Qwen、混元、豆包
  • • 事件概要
    • 来源 / Sources
  • 行业数据速览
  • 媒体人解读
  • 参考来源
  • • 英文来源
    • 中文来源

AI科技热点日报 | 2026年8月3日

综合整理自 The Verge、TechCrunch、MIT Technology Review、VentureBeat、Tesla AI、TMTPost、钛媒体、36氪、财联社、第一财经、CSDN 等科技财经媒体当日报道，聚焦 AI、机器人、芯片、前沿技术、行业金融动态。

📌 今日摘要

今日人形机器人赛道迎来密集催化事件：A股人形机器人概念板块整体走强，特斯拉 Optimus 项目负责人将远期年产能目标上调至 1000 万台，比亚迪首款人形机器人将于 8 月初在「迪空间」亮相，宇树科技科创板 IPO 进入发行倒计时。OpenRouter 周度大模型调用数据公布，中国 AI 大模型周调用量连续 14 周领跑全球，小米 MiMo-V2.5 单周调用量首次登顶榜首。

Today’s humanoid robotics sector saw intensive catalyst events: the A-share humanoid robot concept index rallied, Tesla’s Optimus project lead revised the long-term annual production target up to 10 million units, BYD’s first humanoid robot is set to debut at “Di Space” in early August, and Unitree’s STAR Market IPO has entered its final countdown. OpenRouter’s weekly large-model call data showed Chinese AI large models led the global market for the fourteenth consecutive week, with Xiaomi MiMo-V2.5 topping the weekly chart for the first time.

一、人形机器人板块全线走强：宇树 IPO、比亚迪亮相、特斯拉加码三连催化

事件概要

8 月 3 日，A 股人形机器人概念板块集体走强，中大力德录得 2 连板，福莱新材涨停，卧龙电驱、丰光精密、奥比中光、绿的谐波跟涨；国证机器人产业指数（980022）盘中上涨 2.83%，机器人 ETF 广发（159050）上涨 2.37%。消息面上，宇树科技科创板 IPO 进入发行倒计时，初步询价定于 8 月 5 日，网下网上申购日 8 月 10 日；比亚迪首款人形机器人将于 8 月初在「迪空间」亮相；智元机器人已启动赴港上市流程；特斯拉 Optimus 项目负责人 Ashok Elluswamy 于 7 月 30 日在社交平台发声，将 Optimus 远期年产能目标由原计划的 100 万台上修至 1000 万台，规模上修 10 倍。

On August 3, the A-share humanoid robot concept sector rallied broadly: Zhongdalide hit two consecutive daily limit-ups, Fulai New Material hit the upper limit, and Wolong Electric Drive, Fengguang Precision, Orbbec, Leaderdrive all followed higher. The National Robotics Industry Index (980022) rose 2.83% intraday, and the GF Robotics ETF (159050) climbed 2.37%. On the news front, Unitree’s STAR Market IPO has entered its final countdown, with the preliminary pricing inquiry set for August 5 and the online/offline subscription day on August 10. BYD’s first humanoid robot will debut at “Di Space” in early August; Agibot has kicked off its Hong Kong listing process; and Tesla Optimus project lead Ashok Elluswamy posted on social media on July 30 that the long-term annual production target for Optimus has been revised upward from the original 1 million units to 10 million units, a tenfold scale-up.

来源 / Sources

• 同花顺财经：机器人行业催化事件密集
• 财联社：人形机器人概念走强 中大力德涨停
• 钛媒体：人形机器人概念走强 中大力德2连板

二、特斯拉 Optimus 远期产能规划上修至 1000 万台/年

事件概要

特斯拉 Optimus 项目负责人 Ashok Elluswamy 于 7 月 30 日通过社交平台发文，将 Optimus 远期年产能目标从原计划的 100 万台修正为 1000 万台，规模上修 10 倍。这一目标对应特斯拉在弗里蒙特工厂改造 Model S/X 产线、搭建首代 Optimus 量产线的整体节奏——Q2 已完成产线改造，7 月 30 日同一工厂下线的第 1000 万辆特斯拉正在为机器人腾出产能。同步披露的 Optimus Gen3 时间表显示，2026 年夏季开始小批量生产，2027 年实现数万辆规模的高产量爬坡，最终向远期千万台目标推进。

Tesla Optimus project lead Ashok Elluswamy posted on social media on July 30 that the long-term annual production target for Optimus has been revised upward from the original 1 million units to 10 million units — a tenfold scale-up. The new target aligns with Tesla’s broader ramp at its Fremont factory, where the Model S/X line was retooled in Q2 to make room for the first-generation Optimus production line. On July 30, the 10 millionth Tesla rolled off that same line, making way for robot capacity. The disclosed Optimus Gen3 timeline calls for low-volume production starting in summer 2026, a high-volume ramp to tens of thousands of units in 2027, and a longer march toward the ultimate ten-million-unit target.

来源 / Sources

• Tesla AI 官方社交账号
• CSDN：特斯拉第三代 Optimus 量产工程化解析

三、OpenRouter 周度数据：中国大模型连续 14 周领跑全球，小米 MiMo-V2.5 单周调用量登顶

事件概要

8 月 3 日，OpenRouter 发布最新一周（7 月 27 日至 8 月 2 日）AI 大模型调用量数据：全球总调用量 56.8 万亿 Token，环比下滑 2.07%。其中，中国 AI 大模型周调用量达 28.13 万亿 Token，环比下滑 14.76%；同期美国 AI 大模型周调用量 4.38 万亿 Token，环比增长 87.18%。中国大模型周调用量已连续 14 周超越美国，稳居全球首位。榜单前五全部由中国厂商占据：小米 MiMo-V2.5 单周调用量 10.5 万亿 Token 登顶，环比增长 12%；据小米 MiMo 团队产品经理辛燕舒介绍，单周调用量从 1.5 万亿 Token 一路上涨至 10.5 万亿 Token，增速远超行业平均。

On August 3, OpenRouter released its latest weekly AI large-model call data (July 27 – August 2): global total call volume reached 56.8 trillion tokens, down 2.07% week over week. Chinese AI large models recorded 28.13 trillion tokens in weekly calls, down 14.76% week over week, while U.S. AI large models recorded 4.38 trillion tokens, up 87.18% week over week. Chinese models have outpaced U.S. models for fourteen consecutive weeks, firmly holding the global top spot. The top five slots on the ranking were all occupied by Chinese vendors: Xiaomi MiMo-V2.5 took the crown with 10.5 trillion tokens in weekly calls, up 12% week over week. According to Xiaomi MiMo product manager Xin Yanshu, weekly call volume has climbed from 1.5 trillion tokens all the way to 10.5 trillion tokens, far outpacing the industry average.

来源 / Sources

• OpenRouter 平台数据
• 第一财经：OpenRouter 调用数据周报

四、宇树科技科创板 IPO 进入发行倒计时：8 月 5 日询价、8 月 10 日申购

事件概要

7 月 30 日晚，宇树科技公告首次公开发行并在科创板上市的发行安排：拟公开发行约 4044.6434 万股，占发行后总股本的 10%；采用战略配售、网下与网上发行相结合。证券代码 688836，网下申购代码 688836，网上申购代码 787836；初步询价日 2026 年 8 月 5 日，网上网下申购日 8 月 10 日，缴款日 8 月 12 日。叠加智元机器人启动赴港上市、比亚迪首款人形机器人 8 月初亮相，行业进入资本市场集中冲刺阶段。量产端，智元 6 月初宣布下线 1.5 万台机器人，宇树 3 月完成约 1.1 万台量产，行业正从原型机交付迈向规模化商用交付。

On the evening of July 30, Unitree Robotics announced the offering arrangements for its STAR Market IPO: approximately 40.4464 million shares will be publicly issued, representing 10% of post-IPO total share capital, using a combination of strategic placement, offline placement, and online subscription. The ticker is 688836, offline subscription code 688836, online subscription code 787836. The preliminary pricing inquiry is set for August 5, 2026, with offline/online subscription on August 10 and payment on August 12. Layered on top of Agibot’s Hong Kong listing kickoff and BYD’s first humanoid robot debuting in early August, the industry has entered a concentrated sprint toward the capital markets. On the production side, Agibot announced 15,000 robots off the line in early June, and Unitree hit about 11,000 units of mass production in March — the industry is moving from prototype delivery to scaled commercial delivery.

来源 / Sources

• 宇树科技 IPO 公告（上交所）
• 同花顺财经：宇树科技科创板 IPO 发行倒计时

五、上海万机易租完成新一轮融资，估值 10 亿元加速人形机器人服务落地

事件概要

8 月 3 日消息，上海万机易租科技有限公司近日完成第二轮战略融资，引入头部生物产业企业家及文化传媒企业两类战略投资方。本轮融资交割完毕后，公司投后估值定格 10 亿元。万机易租依托股东资源与成熟的商业模式，在人形机器人服务赛道持续提速布局，主要面向商业展示、企业活动、教育培训等场景提供机器人租赁与运营服务。本轮融资将进一步扩充机型矩阵、扩展区域服务网络，并投入基于多模态大模型的人形机器人交互解决方案研发。

On August 3, Shanghai Wanji Yizu Technology Co., Ltd. announced the completion of its second strategic financing round, bringing on two strategic investors — a leading biotech entrepreneur and a cultural media company. Following the closing, the company’s post-money valuation was set at 1 billion yuan. Backed by its shareholder resources and proven business model, Wanji Yizu continues to accelerate its presence in the humanoid robot services track, primarily serving commercial displays, corporate events, and education/training scenarios with robot leasing and operations. The new capital will further expand the model lineup, grow the regional service network, and fund R&D on multimodal-LLM-based interactive solutions for humanoid robots.

来源 / Sources

• IPO 早知道：上海万机易租新一轮融资估值 10 亿元

六、国产七大大模型定价全对比：智谱、MiniMax、小米、Kimi、Qwen、混元、豆包

事件概要

8 月 3 日，腾讯云开发者社区发布《2026 国内七大 AI 大模型定价全对比》深度分析，覆盖智谱 AI（GLM）、稀宇科技（MiniMax）、小米（Mimo）、月之暗面（Kimi）、阿里云（Qwen）、腾讯（混元）、字节跳动（豆包）七家厂商，从 API 按量计费、Coding Plan 订阅套餐、免费额度、资源包方案四个维度做全面拆解。报告指出，国产大模型普遍采用「低价 + 大上下文窗口 + Coding Plan 订阅」组合策略，其中 GLM 系列在 SuperBench 评测中安全与智能体维度排名全球第一，国产模型在代码、全模态、超大规模 MoE 等方向同步接近全球顶级闭源水平。

On August 3, the Tencent Cloud Developer Community released an in-depth pricing comparison titled “Full Pricing Comparison of Seven Major Domestic AI Large Models in 2026,” covering Zhipu AI (GLM), MiniMax (MiniMax), Xiaomi (Mimo), Moonshot AI (Kimi), Alibaba Cloud (Qwen), Tencent (Hunyuan), and ByteDance (Doubao). The analysis breaks down each vendor across four dimensions: usage-based API pricing, Coding Plan subscriptions, free-tier quotas, and resource bundle offerings. The report notes that Chinese vendors have broadly adopted a “low price + large context window + Coding Plan subscription” playbook; GLM ranks first globally in safety and agent capability on SuperBench, and domestic models are closing in on top-tier closed-source models across code, full-modality, and ultra-large-scale MoE directions.

来源 / Sources

• 腾讯云开发者社区：2026 国内七大 AI 大模型定价全对比
• CSDN：异构算力管理为何成为 AI 基建的核心命题

行业数据速览

媒体人解读

人形机器人赛道今日迎来「资本面 + 产业面 + 政策预期」三重共振。资本面上，宇树 IPO 进入询价阶段、智元启动赴港上市，意味着人形机器人企业正在从一级市场批量走向公开市场定价，二级市场的估值锚定即将形成；产业面上，特斯拉 Optimus 将远期目标上调至 1000 万台/年、比亚迪首款机器人即将亮相，叠加智元 1.5 万台、宇树 1.1 万台的实际产能，行业从「百台原型机演示」正式跨入「万台级量产交付」阶段；而 OpenRouter 数据再次验证了中国大模型在 Token 调用层面的全球领先地位——连续 14 周超越美国、小米 MiMo 单周调用量首次登顶，说明在 AI 应用层，中国厂商已经走出了自己的节奏。短期看，8 月上半月是宇树 IPO、比亚迪亮相、智元赴港的密集事件窗口期，板块情绪有望持续活跃；中长期则需要观察实际交付能力与商业化场景的匹配度。

Today’s humanoid robotics track saw a triple resonance across capital, industry, and expectations. On the capital side, Unitree has entered the IPO pricing stage and Agibot has kicked off its Hong Kong listing, meaning humanoid robot companies are moving in batches from private markets to public-market pricing, and secondary-market valuation anchors are about to form. On the industry side, Tesla Optimus raised its long-term target to 10 million units/year and BYD’s first robot is about to debut, layered on top of Agibot’s 15,000 and Unitree’s 11,000 units of real production — the industry has formally moved from “hundreds of prototype demos” to “ten-thousand-unit mass delivery.” Meanwhile, OpenRouter data once again validates Chinese large models’ global leadership in token consumption: fourteen consecutive weeks ahead of the U.S. and Xiaomi MiMo topping the weekly chart for the first time, indicating that Chinese vendors have found their own cadence at the AI application layer. Near-term, the first half of August is a dense event window of Unitree’s IPO, BYD’s debut, and Agibot’s Hong Kong listing — sector sentiment is likely to stay active. Over the medium to long term, what matters most is the match between actual delivery capacity and real commercial scenarios.

参考来源

英文来源

• Tesla AI Official Account
• OpenRouter Model Routing Platform
• The Information: AI Industry Coverage

中文来源

• 钛媒体：人形机器人概念走强 中大力德2连板
• 财联社：人形机器人概念走强 中大力德涨停
• 第一财经：商业财经报道
• 腾讯云开发者社区：2026 国内七大 AI 大模型定价全对比
• IPO 早知道：上海万机易租新一轮融资估值 10 亿元
• CSDN：特斯拉第三代 Optimus 量产工程化解析
• 同花顺财经：宇树科技科创板 IPO 发行倒计时

本文内容综合整理自上述公开信息来源，媒体人解读仅代表个人观点，仅供参考。

作者署名：刘一说 🎙️

发布日期：2026年08月03日