智通财经APP获悉，五一视界(06651)早盘涨超10%，截至发稿，涨3.09%，报126.7港元，成交额7.17亿港元。
消息面上，6月4日，据市场媒体报道，在2026中国台北GTC大会上，英伟达正式官宣重磅产品——NVIDIA Cosmos 3，这款面向物理AI的开放世界基础模型，凭借全新混合Transformer架构，打通视觉推理、世界生成、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。与此同时，英伟达牵头成立全球开发者协作联盟，正式拉起物理AI生态阵营，宣告物理AI规模化落地时代加速到来。
不久前，英伟达面向智能驾驶领域发布了Alpamayo 2 Super车端大模型，并同步推进DRIVE Hyperion 全球商业化部署计划。业内普遍认为，随着智能驾驶向Physical AI 阶段加速演进，围绕模型训练、场景生成、闭环验证的数据基础设施需求将持续提升。作为高阶智驾仿真与世界模型领域的重要参与者，五一视界有望凭借51SIM平台的物理仿真、场景重建与数据闭环能力，进一步受益于新一轮产业升级。
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