399 lines
28 KiB
HTML
399 lines
28 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>深度行研：物理AI (Physical AI)</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.11.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<link rel="preconnect" href="https://fonts.googleapis.com">
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<link rel="preconnect" href="https://fonts.gstatic.com" crossorigin>
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<link href="https://fonts.googleapis.com/css2?family=Lexend+Deca:wght@300;400;500;600;700&display=swap" rel="stylesheet">
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<style>
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body {
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font-family: 'Lexend Deca', sans-serif;
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background-color: #0a0a1a;
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background-image:
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radial-gradient(ellipse at 10% 15%, rgba(67, 56, 202, 0.3) 0%, transparent 50%),
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radial-gradient(ellipse at 80% 25%, rgba(139, 92, 246, 0.25) 0%, transparent 50%),
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radial-gradient(ellipse at 50% 90%, rgba(29, 78, 216, 0.3) 0%, transparent 50%);
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background-attachment: fixed;
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}
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.glass-card {
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background: rgba(17, 24, 39, 0.5);
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backdrop-filter: blur(20px);
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-webkit-backdrop-filter: blur(20px);
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border: 1px solid rgba(255, 255, 255, 0.1);
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transition: all 0.3s ease;
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text-shadow: 0 0 8px rgba(199, 210, 254, 0.6), 0 0 12px rgba(165, 180, 252, 0.4);
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.section-title {
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font-size: 2.25rem; /* 36px */
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line-height: 2.5rem; /* 40px */
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font-weight: 600;
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color: #d1d5db; /* gray-300 */
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text-shadow: 0 0 10px rgba(192, 132, 252, 0.5);
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.sub-title {
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font-weight: 600;
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color: #c7d2fe; /* indigo-200 */
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margin-bottom: 0.5rem;
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font-size: 1.125rem;
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}
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.bento-grid {
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display: grid;
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gap: 1.5rem;
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grid-template-columns: repeat(auto-fit, minmax(300px, 1fr));
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}
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.table thead th, .table tbody td {
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background-color: transparent !important;
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border-bottom: 1px solid rgba(255, 255, 255, 0.1);
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}
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.table {
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background-color: rgba(17, 24, 39, 0.3);
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}
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.highlight {
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color: #a5b4fc; /* indigo-300 */
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font-weight: 600;
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}
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</style>
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</head>
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<body class="text-gray-300">
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<div class="container mx-auto p-4 md:p-8">
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<!-- Header -->
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<header class="text-center my-12">
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<h1 class="text-4xl md:text-6xl font-bold glow-text bg-clip-text text-transparent bg-gradient-to-r from-indigo-300 via-purple-300 to-indigo-400">
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深度行研：物理AI
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</h1>
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<p class="mt-4 text-lg text-gray-400">Physical AI: Bridging the Digital and Physical Worlds</p>
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</header>
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<!-- Insight Section -->
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<main class="space-y-12">
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<!-- Core Viewpoint -->
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<section class="glass-card rounded-3xl p-8">
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<h2 class="section-title mb-6">核心观点摘要</h2>
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<p class="text-lg leading-relaxed text-gray-300">
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物理AI正处于从前沿概念向产业化应用的“0到1”关键孕育期。其核心驱动力源于 <span class="highlight">英伟达构建的强大软硬件生态</span> 与 <span class="highlight">现有AI无法与物理世界有效交互的“能力鸿沟”</span> 之间的张力。虽然当前市场热情高涨，但其商业化进程仍处于极早期，未来潜力巨大，尤其是在机器人、智能驾驶和工业仿真等严肃场景，但短期内需警惕市场预期与产业现实之间的巨大差距。
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</p>
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</section>
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<!-- Concept Event & Timeline -->
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<section class="glass-card rounded-3xl p-8">
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<h2 class="section-title mb-6">概念事件脉络</h2>
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<ul class="timeline timeline-snap-icon max-md:timeline-compact timeline-vertical">
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<li>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-indigo-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm.75-13a.75.75 0 00-1.5 0v5c0 .414.336.75.75.75h4a.75.75 0 000-1.5h-3.25V5z" clip-rule="evenodd"></path></svg>
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</div>
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<div class="timeline-start md:text-end mb-10">
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<time class="font-mono italic text-gray-400">2024年及以前</time>
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<div class="text-lg font-black text-indigo-300">前期铺垫</div>
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以Sora为代表的文生视频模型暴露了在遵循物理规律上的缺陷，凸显了集成“物理引擎”的必要性。特斯拉等企业通过FSD积累物理数据，探索“Real-to-Sim-to-Real”模式。
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</div>
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<hr class="bg-indigo-400"/>
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</li>
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<li>
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<hr class="bg-indigo-400"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-purple-400"><path fill-rule="evenodd" d="M9.664 1.319a.75.75 0 01.672 0l6.25 3.5c.24.135.39.39.39.66v6.043a.75.75 0 01-.22.53l-6.25 4.5a.75.75 0 01-.884 0l-6.25-4.5a.75.75 0 01-.22-.53V5.479c0-.27.15-.525.39-.66l6.25-3.5zM10 3.105L4.872 6.02v5.003l5.128 3.69 5.128-3.69V6.02L10 3.105z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end mb-10">
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<time class="font-mono italic text-gray-400">GTC 2024</time>
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<div class="text-lg font-black text-purple-300">概念引爆</div>
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黄仁勋明确提出：“AI的下个浪潮是物理AI”，正式将概念推向市场。英伟达发布GR00T、Cosmos、Newton等产品，构筑从软到硬的完整生态。
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</div>
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<hr class="bg-purple-400"/>
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</li>
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<li>
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<hr class="bg-purple-400"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-sky-400"><path d="M3.5 2.75a.75.75 0 00-1.5 0v14.5a.75.75 0 001.5 0v-4.392l1.657-.348a6.44 6.44 0 014.27.051 4.94 4.94 0 013.22 2.476.75.75 0 001.328-.722 6.44 6.44 0 00-4.16-3.21l-2.434-.812a4.94 4.94 0 01-3.22-2.476.75.75 0 00-1.328.722 6.44 6.44 0 004.16 3.21l2.434.812a6.44 6.44 0 014.27.051 4.94 4.94 0 013.22 2.476.75.75 0 001.328-.722 6.44 6.44 0 00-4.16-3.21L8.98 9.03a4.94 4.94 0 01-3.22-2.476.75.75 0 00-1.328.722 6.44 6.44 0 004.16 3.21l.51.17V2.75z"></path></svg>
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</div>
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<div class="timeline-start md:text-end mb-10">
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<time class="font-mono italic text-gray-400">2025年</time>
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<div class="text-lg font-black text-sky-300">产业化加速</div>
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国内龙头跟进：索辰科技发布“天工・开物”平台并获低空经济订单；小鹏汽车宣布自研世界基座模型取得重大突破。国内产业生态雏形初现。
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</div>
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<hr/>
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</li>
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</ul>
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</section>
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<!-- Core Logic & Market Perception -->
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<section class="space-y-8">
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<h2 class="section-title text-center mb-8">核心逻辑与市场认知</h2>
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<div class="bento-grid">
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<div class="glass-card rounded-3xl p-8 col-span-1 md:col-span-2">
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<h3 class="sub-title">核心驱动力</h3>
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<div class="space-y-4 text-gray-300">
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<p><strong class="text-indigo-300">1. 技术演进的必然：</strong> 生成式AI的“幻觉”和缺乏物理常识，在严肃工业场景中是致命缺陷。物理AI旨在为AI装上理解和预测现实规律的“小脑”，是AI从“能说会画”到“能干会做”的必然升级。</p>
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<p><strong class="text-indigo-300">2. 英伟达的生态强推：</strong> 基于CUDA、PhysX、Omniverse的长期积累，英伟达的“Omniverse+Cosmos”解决方案提供了完整的“Real-to-Sim-to-Real”闭环路径，极大降低了下游应用开发门槛。</p>
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<p><strong class="text-indigo-300">3. 商业化降本增效刚需：</strong> 获取1小时真实机器人数据成本(<span class="highlight">$180</span>)是模拟数据的<span class="highlight">100倍</span>。物理AI通过生成海量合成数据，可将训练周期从年/月缩短至分钟级，带来革命性降本增效方案。</p>
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</div>
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</div>
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<div class="glass-card rounded-3xl p-8">
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<h3 class="sub-title">市场热度与情绪</h3>
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<p>当前市场对物理AI概念关注度极高，情绪整体<span class="highlight">高度乐观，甚至带有炒作成分</span>。黄仁勋“下一波浪潮”的论断成为市场共识，研报密集发布，相关概念股受资金追捧，显示出典性的主题投资特征。</p>
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</div>
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<div class="glass-card rounded-3xl p-8">
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<h3 class="sub-title">预期差分析</h3>
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<p>市场普遍认知与产业现实之间存在显著的<span class="highlight">“时间差”和“规模差”</span>。市场倾向于认为物理AI将迅速带来爆发式增长，但核心标的索辰科技2025年收入目标仅<span class="highlight">3000万元</span>，表明产业化需要经历漫长的爬坡期。</p>
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<p class="mt-4"> <strong class="text-rose-300">被忽略的关键点:</strong> (1) 算力消耗比LLM高2-3个数量级 (2) 人类“硬核推导”的物理求解器仍是核心壁垒。</p>
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</div>
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</div>
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</section>
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<!-- Supporting Data Tabs -->
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<section x-data="{ tab: 'news' }" class="glass-card rounded-3xl p-8">
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<h2 class="section-title mb-6">核心信息源聚合</h2>
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<div class="tabs tabs-boxed bg-black/20">
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<a class="tab" :class="{ 'tab-active': tab === 'news' }" @click.prevent="tab = 'news'">新闻要点</a>
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<a class="tab" :class="{ 'tab-active': tab === 'roadshow' }" @click.prevent="tab = 'roadshow'">路演精粹</a>
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<a class="tab" :class="{ 'tab-active': tab === 'report' }" @click.prevent="tab = 'report'">研报洞察</a>
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</div>
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<div class="mt-6 space-y-4 text-gray-300 leading-relaxed min-h-[300px]">
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<!-- News Content -->
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<div x-show="tab === 'news'">
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<h3 class="sub-title">定义与趋势</h3>
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<ul class="list-disc list-inside space-y-2">
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<li><strong>下一代AI形态:</strong> 继生成式AI、AIAgent之后，旨在让AI理解摩擦力、惯性、因果等物理世界规则。</li>
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<li><strong>核心意义:</strong> 实现实时控制，并生成海量、低成本的训练数据（尤其是极端条件算例）。</li>
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<li><strong>行业共识:</strong> 黄仁勋称其为“AI下个浪潮”；阿里CEO吴泳铭认为其目标是“改变物理世界”。</li>
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</ul>
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<h3 class="sub-title mt-4">技术路线与平台</h3>
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<ul class="list-disc list-inside space-y-2">
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<li><strong>英伟达 (NVIDIA):</strong> 核心方案为“<span class="highlight">Omniverse (虚拟场景) + Cosmos (世界模型)</span>”，硬件平台为Thor。开源物理引擎Newton，发布人形机器人模型GR00T N1。</li>
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<li><strong>国内厂商:</strong> 索辰科技对标英伟达，推出“天工・开物”物理AI平台；小鹏汽车研发国内领先的物理世界AI基座模型。</li>
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</ul>
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<h3 class="sub-title mt-4">主要应用领域</h3>
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<ul class="list-disc list-inside space-y-2">
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<li><strong>机器人与具身智能:</strong> 提供90%的虚拟仿真训练数据，将训练周期从2年压缩至分钟级。</li>
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<li><strong>智能驾驶:</strong> 助力自动驾驶训练，小鹏汽车目标攻克大规模L4。</li>
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<li><strong>工业与军事:</strong> 赋能制造业升级（如风电效率提升20%），并成为军事仿真的新引擎。</li>
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</ul>
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</div>
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<!-- Roadshow Content -->
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<div x-show="tab === 'roadshow'" style="display: none;">
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<h3 class="sub-title">物理AI的必要性与架构</h3>
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<ul class="list-disc list-inside space-y-2">
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<li><strong>核心矛盾:</strong> 现有AI缺乏物理规律理解，导致在工业应用受限。物理AI需整合三维空间与物理规则。</li>
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<li><strong>英伟达架构:</strong> Omniverse基于<span class="highlight">PhysX物理引擎</span>，支持流体、碰撞等多物理场仿真，用于构建数字孪生和生成合成数据。</li>
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<li><strong>Sora的反思:</strong> 对Sora等视频模型的测评反复指出其在“物理交互细节”上的缺陷，验证了物理引擎集成的必要性。</li>
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</ul>
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<h3 class="sub-title mt-4">国内厂商定位</h3>
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<ul class="list-disc list-inside space-y-2">
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<li><strong>索辰科技:</strong> 定位为国内唯一具备自主<span class="highlight">物理求解器引擎</span>及平台级产品的稀缺标的，对标英伟达Isaac SIM。</li>
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<li><strong>小鹏汽车:</strong> 战略从“新势力整车”切换为“<span class="highlight">物理AI平台</span>”，推进智驾、机器人、飞行汽车等四大板块。</li>
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<li><strong>思看科技:</strong> 3D扫描技术为物理AI提供基础数据和虚拟环境构建能力。</li>
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</ul>
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<h3 class="sub-title mt-4">算力需求与投资逻辑</h3>
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<ul class="list-disc list-inside space-y-2">
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<li><strong>算力需求:</strong> 具身智能、物理AI对算力需求比LLM<span class="highlight">高出2-3个数量级</span>，长期利好算力赛道。</li>
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<li><strong>投资主线:</strong> 关注具备3D物理仿真能力的核心标的，如索辰科技、能科科技等。</li>
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</ul>
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</div>
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<!-- Report Content -->
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<div x-show="tab === 'report'" style="display: none;">
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<h3 class="sub-title">系统性工程定义</h3>
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<ul class="list-disc list-inside space-y-2">
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<li>物理AI是让AI走向现实世界的系统性工程，融合空间智能及世界模型，解决从“语言符号理解”到“物理现实交互”的转变。</li>
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<li><strong>技术支柱:</strong> 世界模型 (认知核心)、物理仿真引擎 (计算核心)、具身智能控制器 (执行桥梁)。</li>
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</ul>
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<h3 class="sub-title mt-4">关键技术平台</h3>
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<ul class="list-disc list-inside space-y-2">
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<li><strong>NVIDIA:</strong> Cosmos (世界模型构建平台), Omniverse (开发与仿真平台), GR00T N1 (机器人基础模型), Newton (物理引擎), Jetson/DRIVE Thor (芯片)。</li>
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<li><strong>索辰科技:</strong> “天工·开物平台”，实现真实场景下四维时空耦合多物理场设计、仿真与训练。</li>
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</ul>
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<h3 class="sub-title mt-4">发展挑战</h3>
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<ul class="list-disc list-inside space-y-2">
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<li><strong>技术挑战:</strong> 仿真与现实差距(Sim-to-Real Gap)、计算开销巨大。</li>
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<li><strong>数据挑战:</strong> 真实世界数据获取成本高昂（模拟成本的100倍），存在数据孤岛。</li>
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<li><strong>商业化挑战:</strong> 技术待提升，大规模商用难，ROI不明确。</li>
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</ul>
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</div>
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</div>
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</section>
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<!-- ECharts Visualization: Industry Chain -->
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<section class="glass-card rounded-3xl p-8">
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<h2 class="section-title mb-6">产业链图谱</h2>
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<div id="echarts-chain" style="width: 100%; height: 500px;"></div>
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</section>
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<!-- Key Stocks -->
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<section class="space-y-8">
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<h2 class="section-title text-center mb-8">核心标的与市场表现</h2>
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<div class="glass-card rounded-3xl p-4 md:p-8">
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<h3 class="sub-title mb-4">物理AI 核心标的</h3>
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<div class="overflow-x-auto">
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<table class="table table-zebra w-full">
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<thead>
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<tr>
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<th>股票名称</th>
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<th>核心逻辑</th>
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<th>标签</th>
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||
<th>股票代码</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>索辰科技</td><td>持续加强在CAE软件及物理AI技术积累，推动物理AI技术在未来有望高速增长的场景落地，2025年物理AI产品收入达到3000万元</td><td><div class="badge badge-primary">平台软件</div></td><td><a href="https://valuefrontier.cn/company?scode=688507" target="_blank" class="link link-hover">688507</a></td></tr>
|
||
<tr><td>天准科技</td><td>NVIDIA Jetson产品线的金牌合作伙伴，Jetson产品线在国内最大的合作伙伴</td><td><div class="badge badge-secondary">英伟达合作</div></td><td><a href="https://valuefrontier.cn/company?scode=688003" target="_blank" class="link link-hover">688003</a></td></tr>
|
||
<tr><td>奥比中光</td><td>将更多Orbbec视觉生态产品融入到Isaac Sim平台中，助力全球机器人开发者便捷地开发、测试、仿真机器人3D视觉系统</td><td><div class="badge badge-secondary">英伟达合作</div></td><td><a href="https://valuefrontier.cn/company?scode=688322" target="_blank" class="link link-hover">688322</a></td></tr>
|
||
<tr><td>阿尔特</td><td>联合英伟达将Omniverse引入机器人开发，包括Jetson硬件解决方案、Isaac软件开发和测试解决方案等</td><td><div class="badge badge-secondary">英伟达合作</div></td><td><a href="https://valuefrontier.cn/company?scode=300825" target="_blank" class="link link-hover">300825</a></td></tr>
|
||
<tr><td>东方精工</td><td>参股公司嘉腾机器人应用英伟达生成式AI在激光叉车上成功应用的案例</td><td><div class="badge badge-secondary">英伟达合作</div></td><td><a href="https://valuefrontier.cn/company?scode=002611" target="_blank" class="link link-hover">002611</a></td></tr>
|
||
<tr><td>凌云光</td><td>为AI物理世界基础模型提供视觉数据支持和分析能力</td><td><div class="badge badge-accent">技术支持</div></td><td><a href="https://valuefrontier.cn/company?scode=688400" target="_blank" class="link link-hover">688400</a></td></tr>
|
||
<tr><td>智微智能</td><td>基于英伟达Isaac Sim机器人虚拟仿真训练和数据合成开发，可实现复杂物理交互的完整端到端仿真</td><td><div class="badge badge-accent">技术支持</div></td><td><a href="https://valuefrontier.cn/company?scode=001339" target="_blank" class="link link-hover">001339</a></td></tr>
|
||
<tr><td>凡拓数创</td><td>数字孪生是物理AI训练场，可为机器人迭代提供虚拟环境。公司正积极推进AI 3D数字孪生产品开发</td><td><div class="badge badge-accent">技术支持</div></td><td><a href="https://valuefrontier.cn/company?scode=301313" target="_blank" class="link link-hover">301313</a></td></tr>
|
||
<tr><td>华如科技</td><td>物理AI驱动虚拟战场环境生成，通过构建语料资源投喂给军事大模型训练，并经仿真系统推演验证形成闭环体系</td><td><div class="badge badge-info">应用</div></td><td><a href="https://valuefrontier.cn/company?scode=301302" target="_blank" class="link link-hover">301302</a></td></tr>
|
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|
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|
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|
||
</div>
|
||
|
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<div class="glass-card rounded-3xl p-4 md:p-8">
|
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<h3 class="sub-title mb-4">相关概念股涨幅分析补充</h3>
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|
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|
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<thead>
|
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<tr>
|
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<th>股票名称</th>
|
||
<th>涨跌幅</th>
|
||
<th>日期</th>
|
||
<th>上涨归因摘要</th>
|
||
<th>股票代码</th>
|
||
</tr>
|
||
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|
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|
||
<tr><td>南极光</td><td><span class="text-success">+8.49%</span></td><td>2025-07-17</td><td>物理AI概念热度提升，公司明确AI战略布局信号，叠加技术面突破。</td><td><a href="https://valuefrontier.cn/company?scode=300940" target="_blank" class="link link-hover">300940</a></td></tr>
|
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<tr><td>华胜天成</td><td><span class="text-success">+10.0%</span></td><td>2025-08-12</td><td>英伟达物理AI主题催化，公司半年报业绩扭亏，央企数字孪生订单放量。</td><td><a href="https://valuefrontier.cn/company?scode=600410" target="_blank" class="link link-hover">600410</a></td></tr>
|
||
<tr><td>飞荣达</td><td><span class="text-success">+5.4%</span></td><td>2025-08-08</td><td>受益于英伟达物理AI生态催化和GPT-5降价带来的端侧AI硬件需求增长。</td><td><a href="https://valuefrontier.cn/company?scode=300602" target="_blank" class="link link-hover">300602</a></td></tr>
|
||
<tr><td>道通科技</td><td><span class="text-success">+5.21%</span></td><td>2025-07-29</td><td>研报提及公司涉及物理AI概念，充电桩业务创新，高股东回报政策。</td><td><a href="https://valuefrontier.cn/company?scode=688208" target="_blank" class="link link-hover">688208</a></td></tr>
|
||
<tr><td>赛意信息</td><td><span class="text-success">+5.71%</span></td><td>2025-08-04</td><td>公司与逗号科技合作布局物理AI供应链，AI订单爆发式增长预期。</td><td><a href="https://valuefrontier.cn/company?scode=300687" target="_blank" class="link link-hover">300687</a></td></tr>
|
||
</tbody>
|
||
</table>
|
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|
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<footer class="text-center p-8 mt-12 text-gray-500 border-t border-gray-800">
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<p>北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现</p>
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<p class="text-sm mt-2">本报告为AI合成数据，投资需谨慎。</p>
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