在上海WAIC，800展商无一不想成为黄仁勋

Group 1 - The WAIC event this year is characterized by a shift towards practicality and stability, contrasting with last year's imaginative innovations [1] - The event has attracted significant attention, with ticket prices skyrocketing from 200 yuan to 3000 yuan on resale platforms, indicating high market expectations [6] - This year's exhibition area exceeded 70,000 square meters, featuring over 800 companies, with more than 50% being international or from outside the city [7] Group 2 - The focus has shifted from large models to embodied intelligence, with the number of participating companies in this field increasing from 18 to 80, occupying the entire second floor of the exhibition hall [5][8] - Major players like Yushu Technology and Zhiyuan Robotics are leading the spotlight, with valuations exceeding 10 billion yuan and 15 billion yuan respectively, and both companies are rumored to be preparing for IPOs [21][22] - Both companies claim to have achieved significant revenue targets, with Yushu reporting annual revenue of "around 1 billion yuan" and Zhiyuan also aiming for 1 billion yuan in revenue [22][23] Group 3 - The majority of exhibitors are still demonstrating basic functionalities, with many struggling to achieve significant commercial progress, highlighting a disparity between high financing amounts and actual sales [30][31] - The investment landscape in the embodied intelligence sector has seen a surge, with financing events in the first five months of the year surpassing the total for the entire previous year, amounting to over 23 billion yuan [34] - Concerns have been raised about the sustainability of this financing trend, with industry insiders suggesting that companies need to secure funding now before a potential cooling period [36] Group 4 - In contrast to the embodied intelligence sector, the large model companies are adopting a more pragmatic approach, focusing on practical applications rather than merely showcasing technical capabilities [51] - The remaining large model companies are shifting from a focus on model parameters to telling compelling stories that resonate with investors and clients [54] - The current landscape indicates a consolidation in the large model sector, with many companies disappearing or significantly reducing their presence at the event [50] Group 5 - The enthusiasm surrounding the WAIC raises questions about potential market bubbles, as the impressive demonstrations may mask underlying challenges in the industry [57] - The rapid evolution of the large model sector from a competitive landscape to a few dominant players within just a few years serves as a cautionary tale for the embodied intelligence field [59][60] - The desire for early certainty and commercial success may stifle the necessary innovation and risk-taking that the industry requires [62][63]