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中信建投:物理AI有望全面赋能制造、科研等领域智能化升级
Zheng Quan Shi Bao Wang·2025-08-08 00:05

Core Insights - Physical AI integrates AI large models, physical engines, and multidisciplinary simulations to achieve high-precision dynamic modeling and optimization of the real world, empowering traditional industries [1] - Overseas, Physical AI has been applied in fields such as embodied intelligence, with platforms like Nvidia's Cosmos and Omniverse achieving full industry coverage [1] - In China, Physical AI is still in its early development stage, with CAE vendors exploring applications in defense, embodied intelligence, and low-altitude economy [1] - Overall, Physical AI is seen as the next direction in AI technology evolution, with potential applications expanding across manufacturing and research sectors as computational power and models incorporating physical laws improve [1]