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CITIC Securities report: Physical AI surge, seize edge-device opportunities via three threads including robot capability upgrades

A CITIC Securities research report notes that attention on physical AI and edge-device applications is heating up rapidly, with industry events such as OpenAI, Nvidia GTC, and the Unitree Technology ecosystem conference acting as catalysts. The report holds that the core change in this narrative is the further strengthening of the link between model capabilities and terminal hardware, and recommends seizing edge-device investment opportunities through three threads: robot capability upgrades, expanding data-collection demand, and edge-device entry-point innovation, focusing on leading names with solid core businesses that also have edge-device exposure, and on high-beta names with standout positioning whose share prices have adjusted sufficiently.

Part of the event: CITIC Securities Research Report: Physical AI Heats Up, Three Threads to Capture Edge-Side Opportunities

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