智通财经APP获悉，五一视界(06651)涨超21%，截至发稿，涨20.7%，报60.2港元，成交额2.81亿港元。
消息面上，近日，币圈顶流、波场TRON创始人孙宇晨(Justin Sun)在公开场合表示，普通AI发展已近尾声，AI产业的下一个爆发点不在虚拟场景，而在物理世界的落地应用——"物理AI将成为未来十年最具价值的超级风口"。孙宇晨认为，过去几年大火的AI大模型更多解决的是信息处理层面的需求，商业化落地场景有限。而物理AI的核心价值在于将AI能力从虚拟世界延伸到物理世界，真正创造生产力。未来十年，AI行业的竞争将聚焦于具身化、物理化。
据悉，五一视界(51WORLD)为物理AI领域的先行者与领军企业。公司近期重磅发布全球首款“物理直觉”世界模型51World Model，内嵌物理规律，具备高置信度推演能力。中信证券此前预计，2026年将成为51Sim业务的爆发之年，受益于L3级自动驾驶法规落地与车型放量，公司该业务营收有望同比激增350%。该行认为，物理AI浪潮催生海量数据需求，高置信度物理数据成为核心生产要素，五一视界有望通过仿真与合成数据平台成为物理Al数据造血中枢。
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