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$桦欣控股(01657)$物理 AI 有三大核心：世界模型、算力集群、智能终端。今次收购方四方伟业，坐稳嘅正正就系最上游嘅世界模型同数码孪生板块！我睇过佢哋官网，旗下平台可以一比一还原现实物理规律，简直就系 AI 认知真实世界嘅「眼睛」。今次借壳桦欣控股并唔系炒概念，背后有实打实嘅产品，仲有 **17.6%** 嘅市场占有率撑住。

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