五一视界今日盘中大涨9.36%，引起了市场的广泛关注。
消息面上，英伟达近日发布了Alpamayo 2 Super模型及一系列闭环训练工具，旨在支持L4级自动驾驶研发。五一视界作为英伟达在智驾仿真领域唯一的中国合作伙伴，其核心的51SIM平台的物理仿真、场景重建与数据闭环能力被认为将直接受益于此次产业技术升级。
此外，公司在国内端到端高阶智驾仿真市场占据53.5%的领先份额，叠加其具身智能平台Aperdata.ai上线，以及公司宣布拟回购不超过已发行H股10%的计划，形成了多重利好。机构分析预计，其51Sim业务营收有望实现同比激增350%，进一步增强了市场对公司未来发展的信心。
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