电子：世界模型探索空间智能，AI复杂场景落地可期

Investment Rating - The industry investment rating is "Positive" [2] Core Viewpoints - The rapid progress in world model research presents both opportunities and challenges in application [6][15] - The development of world models is seen as a promising pathway towards achieving Artificial General Intelligence (AGI) [17][19] - Major companies are competing in the world model space, with significant advancements in AI capabilities [22][24][27] Summary by Sections World Model Research Progress - The scientific community has long sought to develop a unified model that replicates the basic dynamics of the world, aiming for AGI [6] - OpenAI's Sora model has garnered attention for its simulation capabilities, although its adherence to world model standards is debated [6][11] - World models are defined as generative AI models that understand the dynamics of the real world, utilizing various input data types [6][11] Applications and Industry Competition - The application of world models in autonomous driving has gained significant attention, addressing issues of information loss and modeling efficiency [15] - Companies like NVIDIA, World Labs, and DeepMind are leading the charge in developing advanced world models, each with unique capabilities [22][24][27] - NVIDIA's Cosmos model is designed for physical perception video generation, trained on extensive real-world data [22] - World Labs aims to elevate AI models from 2D to 3D, attracting significant investment shortly after its establishment [24] - DeepMind's Genie2 model showcases powerful capabilities in generating complex 3D visual scenes [27] Investment Recommendations - The report suggests that the rapid reduction in inference costs and significant performance improvements in AI models indicate a robust growth trajectory for the industry [33] - Key stocks to watch include those in the AI cloud and edge sectors, with specific companies highlighted for their potential [35]