异动解读|五一视界盘中上涨3.98%,英伟达Alpamayo 2 Super发布持续催化智驾仿真需求

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6月3日,五一视界盘中上涨3.98%,报129.9港元,成交额5.2亿港元,延续前一交易日强势表现。

消息面上,英伟达近日发布Alpamayo 2 Super——一款320亿参数的视觉-语言-动作模型,用于支持L4级自动驾驶研发,并同步推出AlpaGym、OmniDreams等闭环训练工具。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51SIM平台的物理仿真、场景重建与数据闭环能力有望直接受益于新一轮产业升级。公司在中国端到端高阶智驾仿真市场以53.5%份额位居第一,叠加具身智能平台Aperdata.ai上线及拟回购不超过已发行H股10%的计划,多重利好持续催化。中信证券预计其51Sim业务营收有望同比激增350%。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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