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物理AI最近太火了，可能是下一个风口，关注三家公司属于具身智能范畴——机器人需要在真实物理世界感知、理解并行动，而这正是物理AI的核心应用场景，结合NVIDIA Isaac Sim等仿真工具进行训练。优必选近期也在推具身智能世界模型，和英伟达有深度合作，属于物理AI硬件+模型侧的代表。还有两家需要关注1. 索辰科技（https://t.co/IqNKWXGIr4）传统CAE仿真软件龙头，正在向物理AI转型。他们有“天工·开物”物理AI开发平台，融合生成式建模、多物理场仿真，流体、结构、电磁等，数字孪生、实时渲染等，支持工业装备的仿真、优化和训练。多物理场仿真能力强，在航空航天、汽车、新能源等工业场景有积累。最近通过并购和平台推出，强化物理AI布局。适合需要高精度物理规律建模的工业应用。物理AI业务目前处于布局初期。研发投入大、技术迭代快，下游商业化变现不确定性高。2026年股价因物理AI概念出现明显波动在工业物理仿真+AI结合的方向有技术壁垒，如果平台落地和工业客户采用加速，会有增长空间。但短期仍以传统仿真业务为主，需关注执行力和盈利转化。2. 五一视界（51WORLD，https:/
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物理AI最近太火了，可能是下一个风口，关注三家公司属于具身智能范畴—…
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