CITIC Securities: Physics AI explosion, exploring edge-side opportunities

CITIC Securities pointed out that the recent attention to Physics AI and edge-side applications has been heating up, with events like OpenAI and NVIDIA GTC catalyzing the sector's performance. It is recommended to seize opportunities from the upgrade of robotic capabilities, the expansion of data collection needs, and the innovation of edge-side entry points, focusing on leading companies with stable main businesses and edge-side layouts, as well as flexible targets with sufficient price adjustments.