智通财经APP获悉，五一视界(06651)逆市涨近12%，盘中高见141.7港元，再创上市新高。截至发稿，涨9.64%，报138.8港元，成交额11.01亿港元。
消息面上，近日，英伟达正式发布重磅产品——NVIDIA Cosmos 3。该产品成功整合视觉推理、世界生成和动作预测三大核心能力，成为全球首款完全开放的全模态物理AI模型。为加速物理AI技术产业化进程，英伟达同步宣布成立NVIDIA Cosmos Coalition全球协作联盟。
分析人士指出，英伟达近期一系列动作强化了自动驾驶研发正在向“世界模型+合成数据+闭环验证”升级的产业趋势。公开资料显示，五一视界旗下51Sim在高阶智驾仿真市场占据半壁江山。随着自动驾驶和 Physical AI 加速迈入世界模型、数据闭环和仿真验证深度融合的新阶段。处于关键位置的 51SIM，具备持续受益的产业基础。
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