来源：市场资讯 （来源：吴说） 区块链金融科技公司 Figure 公布 2025 年第四季度业绩，净营收 1.60 亿美元，净利润 1,510 万美元；全 年净利润同比增长 574% 至 1.34 亿美元。公司同时宣布授权最高 2 亿美元的股票回购计划。 ...

Traders betting against the prices of major cryptocurrencies are feeling the pain Wednesday as Bitcoin, Ethereum, and other top assets are well in the green, leading to hundreds of millions of dollars' worth of short position liquidations. Bitcoin (BTC) has rebounded to nearly $69,000 for the first time in more than a week, recently trading for $69,869 after falling below the $63,000 mark on Tuesday. While up more than 7% on the day, the price of the leading cryptocurrency remains down more than 21% over t ...

Market Overview - The total scale of equity ETFs in the market reached 44,587.78 billion yuan, with an increase of 85.20 billion yuan in total scale over the past week, while total shares decreased by 154.37 billion shares, resulting in a net outflow of 351.82 billion yuan [1] - The Hong Kong and overseas ETF segment saw the highest net inflow of 95.37 billion yuan, primarily driven by inflows into the Hong Kong technology sector, while the broad-based and strategy ETF segment experienced the largest net outflow of 420.79 billion yuan [1] Fund Positioning - In the broad-based and strategy ETF segment, the top three inflow sectors were Free Cash Flow, CSI 2000, and CSI 1000, while the top three outflow sectors were CSI A500, CSI 300, and Sci-Tech 50 [2][3] - The industry and thematic ETF segment saw net inflows in the top five sectors including Robotics, Military Industry, Non-ferrous Metals, Internet, and Chemicals, while the top five outflow sectors included Semiconductor Chips, New Energy, Battery Storage, Innovative Drugs, and Banking [2][4] Key Focus Areas - The Robotics ETF from Penghua (159278) is showing upward momentum, with the founder of Yushu Technology predicting that the future heat of the robotics industry could be 100 to 1000 times greater than the current level, driven by AI advancements [5] - The year 2026 is highlighted as a critical milestone for humanoid robots, with expectations for mass production and significant supply chain developments [5] - The semiconductor sector is experiencing positive momentum, with significant advancements in quantum communication technology and record sales reported by Huahong Semiconductor [7][8] - The storage chip market is anticipated to enter a new growth cycle driven by AI, with increased capital expenditures from global cloud service providers expected to boost demand for servers and upstream components [9]

Core Insights - The cryptocurrency industry is entering a renaissance era, with significant advancements in blockchain technology and regulatory support, as highlighted by Figure CEO Mike Cagney [1][4][5] - Cagney emphasizes that the future of blockchain and its associated tokens is promising, despite some industry departures due to speculation concerns [5][6] Industry Developments - The emergence of U.S. Securities and Exchange Commission-approved fixed-income securities, such as YLDS, is seen as a way to stabilize fiat rails for the cryptocurrency sector [1] - Regulatory bodies are increasingly supportive of blockchain, with legislation like the GENIUS Act and Clarity Act aiming to solidify the legality of public blockchain [4] Market Trends - The rapid evolution of cryptocurrency exchanges, with many rushing to announce new features and offerings, indicates a competitive and dynamic market environment [2] - Cagney points to specific innovations from Figure, including on-chain loans and yield-bearing stablecoins, as examples of the potential within the blockchain space [3] Company Positioning - Figure, under Cagney's leadership, is positioned to capitalize on the growing acceptance and integration of blockchain technology within traditional finance [4][6] - The company aims to leverage emerging regulatory tailwinds to enhance its offerings and expand its market presence [4]

Core Viewpoint - The evolution of humanoid robots is moving from performance in controlled environments to practical applications in real-world scenarios, emphasizing the need for robots to understand and predict physical interactions [5][6][26]. Group 1: Humanoid Robot Performance - The performance of humanoid robots at the Spring Festival Gala has shown significant advancements, with previous years featuring coordinated movements and complex formations [1][2]. - This year's robots demonstrated a level of agility and responsiveness that suggests a breakthrough in their control algorithms and hardware integration [5]. Group 2: Challenges in Real-World Applications - Despite advancements, the transition from staged performances to real-world applications remains challenging, as robots must navigate unpredictable environments like factories and homes [5][6]. - Current humanoid robots lack the ability to understand physical laws, which limits their effectiveness in dynamic settings [13][22]. Group 3: VLA Paradigm and Industry Anxiety - The dominant paradigm for embodied intelligence is the Visual-Language-Action (VLA) model, which is currently highly competitive [7]. - Companies like Ant Group and Horizon are developing advanced VLA models that enhance spatial awareness and adaptability across different robotic configurations [8][10]. Group 4: Transition to World Models - The industry is recognizing the need to evolve from VLA to embodied world models that allow robots to simulate and predict physical interactions [14][15]. - Ant Group's LingBot-World is a notable example, providing a high-fidelity simulation environment for robots to learn and adapt without real-world consequences [16]. Group 5: Impact on Industry Scalability - The shift from action mapping to physical pre-simulation is expected to reduce the data requirements for training new skills significantly, from thousands of examples to just 30-50 [23]. - Robots equipped with predictive capabilities have shown a high success rate in complex tasks, achieving over 91% in multi-task scenarios [24]. Group 6: Conclusion and Future Directions - The journey of humanoid robots is transitioning from mere demonstrations to practical applications, with a focus on understanding physical laws and improving operational capabilities in real-world environments [26][28]. - The ongoing debate about the best approaches for robotic intelligence continues, with various strategies being explored to enhance performance in unpredictable settings [27].

Data breach at fintech giant Figure affects close to a million customers https://t.co/okUrDK18Qo ...

The data breach that hit blockchain-based lending giant Figure affected nearly a million customers, according to a security researcher. Last week, Figure confirmed a data breach allowed hackers to steal “a limited number of files” from its systems. The company did not provide specifics on what kind of data was stolen nor say how many customers were affected. On Wednesday, Troy Hunt, a security researcher and creator of the data breach notification site Have I Been Pwned, analyzed the data allegedly ta ...

Blockchain lender Figure said hackers accessed customer data after an employee was targeted in a social engineering attack. https://t.co/LaLWmSBqSA ...

Publicly traded blockchain lender Figure confirmed a customer data breach after a social engineering attack on an employee. Hacker group ShinyHunters claimed it stole and published about 2.5GB of data, potentially including customer names, addresses, dates of birth, and phone numbers. Figure said it has blocked access, launched a forensic investigation, and is offering free credit monitoring. The incident may be linked to firms using Okta SSO.https://t.co/bCnxiJG6Wn ...

Publicly Traded Blockchain Lender Figure Confirms Customer Data Breachhttps://t.co/ZT52M5PaD2 ...