Xiaomi says its next-generation humanoid robot is about 1.7m tall, weighs 66kg and has 66 degrees of freedom (DOF), with roughly half the DOF concentrated in the hands. The unit is at prototype stage and will be exhibited in China first, then shown in Europe. In 2022 Xiaomi unveiled a full-size humanoid robot Tieda (1.77m, 52kg, 21 joint DOF), which debuted about two months before Tesla’s Optimus prototype; Xiaomi has issued few public robotics updates since.

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UBS said Baidu's Q2 results were weak. AI cloud infrastructure revenue rose 50% YoY, down from 79% in Q1; UBS attributes the slowdown to revenue-recognition timing but says compute demand for AI training and inference remains healthy. UBS now expects H2 growth to reaccelerate above 60% as existing clients boost spending and the customer base expands, and has slightly raised its H2 AI cloud infrastructure growth forecast to >60%. The bank trimmed H2 core operating profit forecasts by 6% to reflect higher R&D spending, left full-year core revenue broadly unchanged, cut full-year non-GAAP net profit by 27%, lowered its target price to HK$155 (from HK$165) and kept a Buy rating.