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2026-11-02 11:32:31
[Guoxin Securities: Data is a key resource for physical AI large models, and the embodied data industry chain contains differentiated opportunities] (1) Guoxin Securities research report stated that data is a key resource for the development of physical AI large models and is the underlying driving force supporting model training, capability emergence and intelligent evolution; at present, embodied data accumulation is mainly based on visual information, human operation videos provide rich behavioral and semantic information, tactile data needs to record the contact state in the interaction, and the existing tactile data supply is still relatively limited. (2) Embodied data collection routes are diverse, and the value of multi-source data training is highlighted; the embodied intelligent data industry chain covers infrastructure, data collection, data processing and application. (3) Companies with software and hardware synergy, real scene resources and continuous data delivery capabilities are expected to form differentiated advantages.
