According to Wind data, as of September 17, 2025, the fund has achieved a growth rate of 205.01% over the past year, with a year-to-date increase of 100.35%.On the evening of September 15, Yushu Technology officially announced the open-source UnifoLM-WMA-0 world model-action (WMA) architecture on its official platform. According to Yushu Technology, UnifoLM-WMA-0 is designed specifically for general robot learning and is an open-source model-action architecture applicable across various types of robotic bodies. The core component of this architecture is the world model, which helps understand the physical laws of interaction between robots and their environment.

On September 16, Musk stated that he plans to conduct a technical evaluation of Tesla’s AI5 chip design on Saturday, with a meeting scheduled for next week to focus on artificial intelligence, the Optimus humanoid robot, and automotive production. Musk mentioned that he will collaborate with the Optimus team on Friday night and will also monitor the development progress of Tesla’s next-generation chips. He added that he will visit the Colossus II data center next Monday to inspect the transformers and power infrastructure.If tomorrow has a color, it must be gold.Tesla’s artificial intelligence technology 🤖will help humanity create a sustainable and prosperous era 


Open-source securities predict that the robotics sector is expected to resonate both domestically and internationally in the fourth quarter, initiating a significant beta phase leading into 2026. Tesla’s chain focuses on “strong certainty,” while the domestic chain aims to grasp “supply chain positioning” and “application scenario expansion” in two directions.Orient Securities believes that various signs indicate a new round of “humanoid robot competition” is emerging in the global tech community, and this sector is on the brink of explosion; currently, the entry of humanoid robots into industrial scenarios has become a highly certain application trend both domestically and internationally, and the commercialization of humanoid robots is expected to materialize, with active capital showing clear signs of entering related companies. It is recommended to continuously monitor domestic component manufacturers and investment opportunities related to the humanoid robot industry chain.
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