帮主郑重：黄仁勋喊的“物理AI”，到底是啥？散户该盯哪些机会？

Core Insights - The concept of "Physical AI" is introduced as a new wave in artificial intelligence, allowing machines to learn from physical laws and data without manual coding [3][4] - Physical AI can significantly enhance efficiency in various industries, such as aerospace and pharmaceuticals, by reducing design and testing time and costs [3][4] - Investment opportunities are identified in companies focused on computing power, industrial software, and materials science that can leverage Physical AI [3][4][5] Computing Power - Physical AI requires higher computing power than traditional AI, making companies like NVIDIA, which produces GPUs, central to this trend [3][4] - Domestic companies involved in computing clusters are also expected to benefit in the long term [3] Industrial Software - The integration of Physical AI with engineering simulation software is anticipated to create new opportunities for companies in the industrial simulation and CAE software sectors [3][4] Materials Science - Companies engaged in the development of new batteries and specialty materials can potentially double their research efficiency by utilizing Physical AI [3][4] Investment Horizon - The implementation of Physical AI is expected to take three to five years or longer, suggesting it is more suitable for medium to long-term investment strategies [4][5] - Historical context is provided, indicating that early investors in AI who focused on computing and algorithm companies have seen significant returns [4][5]