Group 1 - Industry investment rating is "Buy" with a previous rating of "Buy" as well [2] - The core viewpoint of the report emphasizes that the next frontier of AI is "Physical AI," which can run, reason, plan, and act [7][16] - The report highlights significant innovations announced by NVIDIA, including the GeForce RTX 50 series GPU and the NVIDIA Cosmos platform, which supports advancements in robotics and autonomous vehicles [7][20][23] Group 2 - The report suggests that the rapid development of AI models and applications will benefit the AI hardware supply chain, recommending attention to related industry stocks [44] - The report includes a detailed valuation and financial analysis of key companies in the electronic sector, all rated as "Buy" [8] - The report outlines the expected advancements in AI applications across various sectors, including AI smartphones, cars, glasses, and PCs [42]
AI的进击时刻系列1：AI的下一个前沿是物理AI
GF SECURITIES·2025-01-14 03:04