港股异动 | 五一视界(06651)涨近19% 智驾物理AI迎催化 公司51World Model已覆盖多重AI应用场景

智通财经
May 22

智通财经APP获悉,五一视界(06651)涨近19%,截至发稿,涨15.33%,报88.4港元,成交额11.14亿港元。

消息面上,5月21日,特斯拉官方宣布其监督版FSD智能辅助驾驶系统已对中国市场开放。这标志着特斯拉在华高阶智驾布局迎来关键一步。交银国际指出,特斯拉FSD准入是对智能驾驶软件价值和L3硬件增量的共同催化。对整车厂而言,市场将关注FSD或本土高阶智驾能否带来软件付费、品牌溢价、销量转化和用户留存;对零部件公司而言,估值弹性将更多来自L3量产对应的硬件价值量提升,包括传感器、域控、芯片、线控制动/转向、热管理和整车电子电气架构升级。

近期,五一视界发布全球首款“物理直觉”世界模型51World Model,并同时发布专为具身智能打造的Agent底座系统——51Claw,将51World Model与OpenClaw融合,帮助AI进入物理世界。目前,51World Model已覆盖智能驾驶、具身机器人、低空经济、数字工厂、智慧基建、应急防灾六大物理AI应用场景,提供API接口与SDK接入服务。国泰海通证券认为,在AI训练与智能驾驶需求驱动下打开成长空间,公司长期有望受益于数字孪生行业加速渗透与应用扩展。

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