特斯拉 Optimus Gen2 步行能力再次提高；波士顿动力、优必选相继发布机器人进厂“打工”视频；仅隔一月，ALOHA 2 代发布，性能、稳健性提高。近一年来，人形机器人赛道受到资 本高度关注，Figure AI 近期宣布获得 6.75 亿美元（约 48 亿元） 融资，全球范围内对于人形机器人作为关键未来产业的共识得到进 一步验证。伴随着特斯拉、波士顿动力、优必选相继发布机器人进厂“打工”视频，是否具备智能感知、自主决策能力成为评估人形机器人当前阶段进展的关键参考。在成本端，“减配”方案 ALOHA 2 代发布，对于智能机器人，技术、场景、成本是影响其发展的关键因素，减配方案带来的成本下降有望成为人形机器人落地的重要路径。

我们预计，2 月宏观数据延续偏弱态势。1 月信贷社融超预期，2 月预计会回归平滑状态。生产、消费继续走弱，外需支持有限，CPI、PPI 仍在偏低水平。具体来看，我们预计 1-2 月工增同比 4.0%，1-2 月固定资产投资累计同比 4.8%，1-2 月社会消费品零售总额同比 2.7%，2 月 CPI 同 比 0.3%，2 月 PPI 同比-2.7%。我们预计 1-2 月出口金额同比 2.0%，进口金额同比 0.3%。我们预计 2 月新增信贷 1.5 万亿，新增社融 2.3 万亿，M2 同比 9.5%。总体数据对债市胜率仍有支持。

People counting systems are comprised of individual counter systems that measure the number and direction of people traversing any entry or channel per unit of time. This gadget is commonly used at building entrances to track the overall number of tourists. People counting methods are used in a variety of industries, such as BFSI, transportation, and healthcare.

The cable testers are the essential tool that are used in the field of information technology and telecommunications to verify the integrity and connectivity of network cables. These testers are mainly used to test the accuracy of the signals and the frequency emitted by electronic devices, including servers and computers. The cable testers help the network technicians and the IT professionals in identifying and diagnosing issues in cabling systems and ensuring that data can flow reliably through the network.