51WORLD (06651) shares have risen more than 5% again, up 4.1% as of press time to HK$52.05, with trading volume of HK$345 million.
On the news front, recent catalysts in the physical AI sector have been frequent. NVIDIA's GTC Berlin conference was held from October 20 to 22, with Jensen Huang's keynote speech scheduled for tonight from 17:00 to 19:00 Beijing time, where physical AI and embodied intelligence were listed as core topics. Kaiyuan Securities believes that physical AI is expected to become the market with the largest demand space after coding. Morgan Stanley predicts that over the next decade or so, physical AI could drive global GDP growth by 8 to 10 times and transform the global manufacturing landscape.
Notably, 51WORLD is built on digital twin technology, with its business expanding into intelligent driving and embodied intelligence. In the first half of this year, the company achieved revenue of 124 million yuan, a significant increase of 129.8% year-on-year, of which 51Sim, the core physical AI revenue, grew 545.2% year-on-year, with its revenue share rising from 14.8% to 41.4%. Guosheng Securities stated that it is bullish on 51WORLD's ability to leverage its technological accumulation in digital twin, simulation, and world model fields to take an early position in the physical AI infrastructure sector.
Comments