Jinwu Finance | CITIC SEC research points out that physical AI can understand physical rules and generate massive training sets. It is the next generation of AI after generative AI and AI Agents, expected to be applied in serious scenarios such as intelligent driving, Siasun Robot&Automation, and Military Industry. NVIDIA builds virtual environments through Omniverse + Cosmos to synthesize training data, establishing an end-to-end practice of physical AI.

The bank stated that from the perspective of China's Military Industry, as the "14th Five-Year Plan" comes to an end, the industry is recovering, and military AI is expected to experience a structural turnaround. Physical AI accelerates the intelligence of military simulation, with Suocheng leading a new model of domestic physical AI. It is recommended to pay attention to related symbols in physical AI and military simulation, as well as military application-end products.