智通财经APP获悉，五一视界(06651)今早走势强劲，盘中最高涨超12%。截至发稿，涨10.04%，报123.8港元，成交额达13.98亿港元。
消息面上，五一视界此前宣布，具身智能数据平台Aperdata.ai正式上线，该平台主要面向具身智能训练与验证数据缺失的行业痛点，构建高保真、受物理法则严格约束的仿真训练环境与合成数据，加速AI从数字世界迈向物理世界。值得关注的是，全球科技巨头已形成全赛道布局，国内产业也加速追赶，在算力、仿真、人形机器人等领域持续突破，物理AI成为全球确定性最高的科技赛道。
星光证券此前指出，五一视界作为中国物理AI领域先行者，凭借数字孪生底层技术构建全链条生态，旗下51Sim在高阶智驾仿真市场占据半壁江山，受益于行业政策刚需释放与国产替代浪潮，核心业务迈入规模化放量阶段，公司兼具技术壁垒、生态协同与客户锁定优势，未来业绩拐点明确，成长空间广阔。
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