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Physical AI Reaches an Inflection Point for Deployment as Supply-Chain Companies Seize Opportunities

Physical AI has become a new hot spot in the AI industry and has driven related A-share concept stocks higher, with Unitree Robotics shares rebounding more than 65% over 7 trading days since mid-October. Accelerating industry evolution and the entry of tech giants are seen as the underlying logic of the rally, while the "training + simulation + edge" computing narrative for physical AI follows the earlier computing narrative and eases market concerns that AI capital expenditure has peaked. The central government and local governments have successively issued policies on developing physical AI, and listed companies are positioning themselves across various links of the supply chain to seize opportunities.

Part of the event: Physical AI concept gains traction as Unitree Technology's stock rebounds over 65% in seven days

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