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Update set_050/set_050_黄誉扬.json

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  1. set_050/set_050_黄誉扬.json +6 -6
set_050/set_050_黄誉扬.json CHANGED
@@ -50,9 +50,9 @@
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  },
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  "question": "Combining these two points, which is the most accurate summary of the 'moat' for humanoid robots?",
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  "options": {
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- "A": "Core competitiveness is shifting from end-to-end algorithms to "AI chip supply chain control". Video B shows that end-to-end deployment of algorithms has been realized, while Video A points out that giants like NVIDIA control the core computing power hardware. Enterprises that can bind the chip supply chain and get exclusive computing power discounts will build a short-term moat.",
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- "B": "Core competitiveness is shifting from "mechanical transmission accuracy" to "adaptability between AI algorithms and hardware". The end-to-end control in Video A needs to match hardware power consumption. Video B argues that under the bottleneck of battery technology, the adaptive optimization of algorithms, motors and batteries is the short-term core, rather than 单纯 computing density or transmission design",
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- "C": "Core competitiveness is shifting from "single technological breakthrough" to "cross-manufacturer hardware compatible ecosystem". The Optimus in Video A needs to adapt to diverse hardware. Video B shows that chip giants are promoting hardware interface standardization. Enterprises that can build a cross-manufacturer compatible ecosystem will form a moat through ecological scale",
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  "D": "Core competitiveness is shifting from 'mechanical transmission design' to 'high-quality physical interaction data acquisition and simulation capability': end-to-end technology invalidates traditional hierarchical control algorithms; companies with massive real-world data and strong simulation computing power (e.g., Tesla) will have greater technological suppression in the AI market than traditional robot manufacturers."
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  },
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  "answer": "D",
@@ -88,10 +88,10 @@
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  },
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  "question": "Combining Video A and Video B, which option is the most reasonable summary of the commercialization path of humanoid robots in the next three years?",
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  "options": {
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- "A": "Prioritize landing in "industrial closed scenarios" and postpone the home service market in the short term. The high-dynamic performance of Atlas E2 is more suitable for harsh industrial environments. Limited by cost and scenario complexity, it is difficult to form a profitable commercial model in the civilian home sector in the near future",
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  "B": "Transition from 'heavy physical labor in specific closed scenarios' to 'complex assembly and logistics in semi-structured environments': hardware maturity in Video A supports this leap, and the market logic predicted by Video B is that mature AI agents will first replace positions with 'high repeatability, controllable environment but requiring certain logical decisions'.",
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- "C": "Focus on "replacing repetitive production line workers" supplemented by assisting high-skilled engineers. Video B verifies the collaborative capability of robots, and Video A argues that large-scale replacement of production line workers remains the core short-term profit point, while assisting high-end engineers is only a niche supplementary scenario",
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- "D": "Adopt a model of "self-developed core hardware + outsourced general modules + software service fees". Video A shows that companies will profit from algorithms and control systems, and the robot body in Video B uses partially standardized components but will not become fully universal standardized terminals"
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  },
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  "answer": "B",
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  "evidence": [],
 
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  },
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  "question": "Combining these two points, which is the most accurate summary of the 'moat' for humanoid robots?",
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  "options": {
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+ "A": "Core competitiveness is shifting from end-to-end algorithms to 'AI chip supply chain control'. Video B shows that end-to-end deployment of algorithms has been realized, while Video A points out that giants like NVIDIA control the core computing power hardware. Enterprises that can bind the chip supply chain and get exclusive computing power discounts will build a short-term moat.",
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+ "B": "Core competitiveness is shifting from 'mechanical transmission accuracy' to 'adaptability between AI algorithms and hardware'. The end-to-end control in Video A needs to match hardware power consumption. Video B argues that under the bottleneck of battery technology, the adaptive optimization of algorithms, motors and batteries is the short-term core, rather than pure computing density or transmission design",
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+ "C": "Core competitiveness is shifting from 'single technological breakthrough' to 'cross-manufacturer hardware compatible ecosystem'. The Optimus in Video A needs to adapt to diverse hardware. Video B shows that chip giants are promoting hardware interface standardization. Enterprises that can build a cross-manufacturer compatible ecosystem will form a moat through ecological scale",
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  "D": "Core competitiveness is shifting from 'mechanical transmission design' to 'high-quality physical interaction data acquisition and simulation capability': end-to-end technology invalidates traditional hierarchical control algorithms; companies with massive real-world data and strong simulation computing power (e.g., Tesla) will have greater technological suppression in the AI market than traditional robot manufacturers."
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  },
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  "answer": "D",
 
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  },
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  "question": "Combining Video A and Video B, which option is the most reasonable summary of the commercialization path of humanoid robots in the next three years?",
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  "options": {
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+ "A": "Prioritize landing in 'industrial closed scenarios' and postpone the home service market in the short term. The high-dynamic performance of Atlas E2 is more suitable for harsh industrial environments. Limited by cost and scenario complexity, it is difficult to form a profitable commercial model in the civilian home sector in the near future",
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  "B": "Transition from 'heavy physical labor in specific closed scenarios' to 'complex assembly and logistics in semi-structured environments': hardware maturity in Video A supports this leap, and the market logic predicted by Video B is that mature AI agents will first replace positions with 'high repeatability, controllable environment but requiring certain logical decisions'.",
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+ "C": "Focus on 'replacing repetitive production line workers' supplemented by assisting high-skilled engineers. Video B verifies the collaborative capability of robots, and Video A argues that large-scale replacement of production line workers remains the core short-term profit point, while assisting high-end engineers is only a niche supplementary scenario",
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+ "D": "Adopt a model of 'self-developed core hardware + outsourced general modules + software service fees'. Video A shows that companies will profit from algorithms and control systems, and the robot body in Video B uses partially standardized components but will not become fully universal standardized terminals"
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  },
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  "answer": "B",
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  "evidence": [],