The share price of 51WORLD (06651) is bucking the broader market trend, rising nearly 12% and hitting a new all-time high of HK$141.7 during the session. At the time of writing, the stock is up 9.64% to HK$138.8, with a turnover of HK$1.101 billion.

The surge follows the recent official launch of NVIDIA's significant new product, NVIDIA Cosmos 3. This offering successfully integrates three core capabilities: visual reasoning, world generation, and motion prediction, establishing itself as the world's first fully open, full-modal physical AI model. To accelerate the industrial application of physical AI technology, NVIDIA simultaneously announced the formation of the NVIDIA Cosmos Coalition, a global collaborative alliance.

Market Analysis and Company Positioning

Analysts note that NVIDIA's recent series of moves reinforces an industry trend where autonomous driving R&D is evolving towards an "World Model + Synthetic Data + Closed-Loop Validation" paradigm. Public information indicates that 51WORLD's subsidiary, 51Sim, holds a dominant position, commanding roughly half of the high-level intelligent driving simulation market.

As autonomous driving and Physical AI rapidly advance into a new phase characterized by the deep integration of world models, data closed loops, and simulation verification, 51Sim is strategically positioned at a crucial juncture, possessing a solid industrial foundation to benefit continuously from these developments.