金吾财讯 | 物理AI板块走强，截至发稿，SENASIC（琻捷）（06675）涨22.92%，仙工智能（06106）涨8.78%，来福谐波（03952）涨7.49%，优必选（09880）涨7.03%，禾赛-W（02525）涨6.74%，凯乐士科技（02729）涨6.23%，五一视界（06651）涨6.03%，越疆（02432）涨5.72%。消息面上，中信证券表示，近期，NVIDIA、Stanford等研究机构陆续探索将GPT-6Astra应用于机器人控制。展望2027年，通用模型进入具身任务领域将成为AI行业的下一个投入方向。国金证券研究更是指出，目前在未针对特定机器人本体进行大规模微调和后训练的情况下，通用模型已经能够根据语言指令和摄像头画面完成任务理解、空间定位和动作规划。该机构还表示，从交易结构看，物理AI具备逻辑顺、筹码轻、催化密和板块容量大的特点。在科技板块轮动背景下，物理AI还有望承接科技资金轮动。
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