据英国《金融时报》10月12日报道，马斯克的初创公司xAI在今年夏天从芯片巨头英伟达聘请了人工智 能专家，专门从事世界模型的研发。与依赖文本的大语言模型不同，世界模型通过对海量的视频和机器 人数据进行训练，旨在掌握真实世界的物理规律。 *免责声明：文章内容仅供参考，不构成投资建议 国投证券表示，世界模型是理解现实世界动态（包括其物理和空间属性）的生成式AI模型，使用文 本、图像、视频和运动等输入数据来生成视频。通过学习，在理解现实环境物理特性的前提下，对运动 以及感知数据中的空间关系等动态进行表征和预测。物理AI和世界基础模型（WFM）是该领域的关键 基础设施。 公司方面，据国投证券表示， 索辰科技："天工·开物平台"基于生成式物理AI技术和实景渲染技术。 能科科技：提供工业数字孪生解决方案的厂商。 目前英伟达已经推出两款工具类产品，用于智能驾驶、机器人训练，以及工业数字孪生的开发。国内方 面，CAE厂商依靠长期的物理场仿真数据积累，对物理学在行业应用方面的理解有很大的优势。 *风险提示：股市有风险，入市需谨慎 ...

Investment Rating - The report maintains an investment rating of "Outperform the Market" for the computer industry, indicating an expected return that will exceed the CSI 300 index by 10% or more over the next six months [5]. Core Insights - The report emphasizes the significance of Physical AI and World Models (WFM) as the next wave in AI, particularly in robotics, which will enhance reasoning and execution capabilities, enabling robots to understand the physical world [1][9]. - NVIDIA has launched two major platforms, Cosmos and Omniverse, aimed at accelerating the development of Physical AI systems and industrial digital twins, which are crucial for the evolution of the industry [3][11]. - The domestic Physical AI industry is forming, with companies like Suochen Technology leading in the CAE sector, leveraging extensive physical simulation data for industry applications [3][12]. Summary by Sections Industry Investment Rating - The computer industry is rated as "Outperform the Market" with a projected relative return of 69% over the next 12 months compared to the CSI 300 index [5]. Industry Trends - Physical AI aims to enable intelligent agents to understand and interact with the real world effectively, encapsulated in robots and autonomous vehicles [2][10]. - The World Model is a generative AI model that helps in understanding the dynamics of the real world, utilizing various data inputs to predict spatial relationships and movements [2][10]. Key Developments - NVIDIA's Cosmos platform facilitates efficient data processing and management for Physical AI systems, while the Omniverse platform integrates various technologies for industrial applications [3][11]. - The report highlights the advantages of domestic CAE companies like Suochen Technology, which utilize generative Physical AI technology for real-world applications [3][12]. Market Performance - The computer industry index increased by 2.32% this week, outperforming the Shanghai Composite Index by 1.63 percentage points, driven by the active AI-related themes [13][14]. - AI-related companies within the computer sector have shown strong performance, with significant gains in stocks like Suochen Technology [17][18].