这是关于AI落地现实世界的一场预判，被英伟达、谷歌等科技巨头押注。物理AI，意味着AI能够理解 物理世界的运行规律：大到自然法则，小到物体在惯性下的运动轨迹。当AI理解这一切并能做出相应 规划，AI的所有能力都能够融入物理世界。 物理AI成为新一代技术主角，背后是传统产业升级与新兴产业发展的现实需求，也是AI从技术炫技走 向应用务实的转折点。AI发展至今，人们已经从技术狂热转向更关注AI解决现实问题和痛点的能力。 尤其是在产业界，技术不是空中楼阁，AI终究要为现实所用，解决产业发展面临的真问题和真需求。 产业界迫切需要AI懂得物理世界的运行规则，懂得产业规律特性——物理AI，承载了这一需求。 锚点既定，通向物理AI面临着技术路径的选择。 例如在能源行业。"能源+AI"更多指向AI作为技术变量，驱动、赋能能源行业转型，升级能源管理系 统；而能够真正理解能源行业复杂性和运作规律，并做出相应的推理、规划、决策执行的AI，才是"能 源AI"——区别于1+1大于2的关系，"能源AI"是一个有机整体，一套完整的垂直AI新范式。 在一定程度上来说，大语言模型并非理想之选。一方面，大语言模型更聚焦本文处理能力，难以驾驭物 理 ...

Group 1 - The core viewpoint of the articles highlights the collaboration between Ant Group's Ant Financial and GCL-Poly Energy to establish a new company, "Ant Xinneng," aimed at creating an AI-driven next-generation renewable energy ecosystem [1][2] - GCL-Poly Energy's stock performance shows significant gains, with a 10% limit up, indicating strong market interest and confidence in the company's future prospects [1] - The public utility ETF has shown a modest increase of 0.61%, reflecting positive sentiment in the public utility sector amid economic stabilization measures [1][2] Group 2 - The report from Galaxy Securities emphasizes that economic stabilization measures are boosting electricity demand and accelerating the energy transition [2] - The public utility sector is characterized by high performance stability and predictable dividends, which are expected to become more attractive as market interest rates decline [2] - As of May 30, 2025, the top ten weighted stocks in the CSI All Share Public Utilities Index account for 58.61% of the index, indicating a concentration of investment in key players like China Nuclear Power and Yangtze Power [2]