汽车行业动态研究报告：英伟达发布Cosmos平台及Isaac GR00T，与多家企业共同打造机器人生态系统

Investment Rating - The report maintains a "Buy" rating for several companies in the robotics sector, including 双林股份, 贝斯特, 雷迪克, and 北特科技, with expected EPS growth and favorable PE ratios for 2023 to 2025 [10]. Core Insights - The report highlights the launch of NVIDIA's Cosmos platform and Isaac GR00T, aimed at creating a robust ecosystem for robotics and autonomous driving, indicating a significant technological advancement in the industry [4][5]. - NVIDIA's Cosmos platform offers three models (Nano, Super, Ultra) designed for various applications, from edge devices to large-scale data centers, trained on 18,000 trillion tokens of data, showcasing its extensive capabilities [5]. - The introduction of Isaac GR00T addresses the challenge of acquiring real-world data for humanoid robot training, utilizing synthetic data generation to streamline the training process [6][8]. Summary by Sections Industry Performance - The automotive sector has shown varied performance over different time frames, with a 12-month increase of 19.4% compared to the沪深300 index's 15.3% [1]. Key Events - NVIDIA's CEO announced the upcoming "ChatGPT moment" for robotics at CES 2025, emphasizing the transformative potential of AI in the sector [3]. Recommended Companies - The report suggests focusing on companies related to NVIDIA's robotics initiatives, including 博杰股份, 奥比中光, and 九号公司, among others, indicating a strong outlook for these firms [9].