商汤-W今日盘中大涨5.07%，引起了市场的广泛关注。
消息面上，商汤科技即将在世界人工智能大会（WAIC）上展示具身智能核心成果，旗下大晓机器人将发布开悟（Kairos）端侧世界模型，该模型以40亿参数实现机器人无需联网即可完成复杂任务的能力。此前，大晓机器人已正式开源新一代统一具身基模型ACE-Brain-0.5，将机器人基础模型推进至“理解、规划、行动、评估”一体化闭环认知阶段。
此外，商汤的MaaS模型调用业务增长强劲，一季度单季收入已达去年全年四成。高盛预测公司已实现EBITDA转正，广发证券上调目标价，看好未来三年营收保持25%以上稳定增长。这些积极因素共同增强了市场对公司的信心，推动了股价上涨。
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