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Huatai Securities: Physical AI is accelerating toward real-world deployment, and the entire industry chain is expected to benefit

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A Huatai Securities research report argues that physical AI is gradually moving from concept to implementation, and that model companies such as OpenAI developing their own humanoid robots is expected to accelerate this process. The report states that all links in the industry chain—including data, models, the robot body and components, and applications—are expected to benefit.

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  1. Huatai Securities: Physical AI Is Accelerating from Concept to Implementation, with All Links of the Industry Chain Expected to Benefit

    According to a Huatai Securities research report, physical AI is gradually moving from concept to implementation, and humanoid robots developed in-house by model companies such as OpenAI are expected to accelerate this process. All links of the industry chain, including data, models, bodies and components, and applications, are expected to benefit.

    36Kr Embodied Intelligence ·

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