港股“子”曰 | 重视起来！黄仁勋点出了新方向

每日经济新闻06-25

一个新方向，有必要马上重视起来。　　这个方向，就是物理AI（人工智能）。　　今天凌晨，英伟达召开了2026年度股东大会。会议上，关注度最高的无疑还是英伟达CEO黄仁勋的主题演讲。黄仁勋的每次重要发言，都会引发资本市场的兴奋。　　黄仁勋说，“有用的AI时代”已经到来，AI基础设施不再停留在实验阶段，而是进入生产阶段。他预计，本轮AI基础设施建设周期将以数十年计，规模或将成为人类历史上最大的...

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Huang Renxun points out a new direction","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/bff70993e4e29e87b2661ab21c4db395","symbols_score_info":{"91075":1.94,"688507":1.84,"2NVD.UK":0.6,"07388":0.6,"NVD":0.6,"NVDS.UK":0.6,"NVDS":0.6,"NVDL":0.6,"NVDO":0.6,"NVYY":0.6,"NVDW":0.6,"ANV":0.6,"07788":0.6,"NVDG":0.6,"NVDA":1.87,"SNVD.UK":0.6,"NVD2.UK":0.6,"NVDB":0.6,"NVDQ":0.6,"NVDU":0.6,"NVII":0.6,"3NVD.UK":0.6,"DIPS":0.6,"NVDY":0.6,"NVDD":0.6,"NVD3.UK":0.6,"NVDX":0.6,"NVIW.SI":0.6},"content_text":"一个新方向，有必要马上重视起来。　　这个方向，就是物理AI（人工智能）。　　今天凌晨，英伟达召开了2026年度股东大会。会议上，关注度最高的无疑还是英伟达CEO黄仁勋的主题演讲。黄仁勋的每次重要发言，都会引发资本市场的兴奋。　　黄仁勋说，“有用的AI时代”已经到来，AI基础设施不再停留在实验阶段，而是进入生产阶段。他预计，本轮AI基础设施建设周期将以数十年计，规模或将成为人类历史上最大的基础设施建设之一。　　其实，AI基础设施建设已不是新话题，无论是AI芯片，还是AI专用服务器，还是高速存储等等，都早已成为市场主流热点。不过，黄仁勋提到的一个新话题，那就是物理AI。黄仁勋已经将物理AI视为英伟达下一个增长机会。　　那么，什么是物理AI？简单说，是现实世界中的智能体AI，涵盖机器人、汽车和工厂等场景。这类系统需要在动态环境中感知、推理、规划并执行任务，也将带来新一轮基础设施投资。而随着AI从数字世界进入物理世界，英伟达试图把自身定位从芯片公司进一步推向AI工业基础设施公司。　　目前，A股公司里面，物理AI概念最正宗的是索辰科技，该公司是A股罕有的实现全链路自主可控物理AI仿真平台的公司。5月以来，该股从100元附近已经涨到了270元之上，昨天大涨16%，创出历史新高。　　而港股方面，刚好就在本周一，港股“物理AI”第一股海清智元正式上市。该公司总部位于深圳，是国内第一家实现多光谱AI“光感图算”全链路研发应用的行业标杆企业。　　海清智元发行价仅为7.2港元，公开发售阶段获得了超过7100倍的认购，由此也可以看出，新股认购参与者对物理AI这一概念的认可度很高。而从海清智元上市后的表现看，本周一上市首日最高涨到30港元，较发行价大涨数倍。尽管随后两天股价出现明显回落，但今天在黄仁勋“点火”的刺激下，海清智元也迅速企稳，盘中一度涨幅超过13%。　　对于物理AI这个概念，港股市场的标的还比较稀少。除了海清智元外，还有一家公司“MOMENTA”刚刚于6月23日通过了港交所聆讯，不久也将上市。MOMENTA是一家自动驾驶公司，其定位为“物理AI基座模型的构建者”，在第三方城市NOA市场市占率达65%。待其上市，MOMENTA也值得持续跟踪。（文章来源：每日经济新闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2646373827","isCrawlerRequest":true}