Changes in Hong Kong stocks | May Day Vision (06651) rose more than 5%, and the company took the lead on the card physical AI infrastructure circuit

The Zhitong Finance App learned that May Day Vision (06651) rose by more than 5%. As of press release, it had risen 4.1% to HK$52.05, with a turnover of HK$345 million.

According to news, recently, physical AI tracks have been catalyzed frequently. The Nvidia GTC Berlin conference was held from October 20 to 22. Huang Renxun's keynote speech was held from 17:00 to 19:00 Beijing time tonight. Physical AI and physical intelligence were listed as core topics. Open Source Securities believes that physical AI is expected to become the market with the greatest demand space after coding. Morgan Stanley predicts that in the next ten years, physical AI may drive an 8-10 times increase in global GDP and change the global manufacturing landscape.

It is worth noting that May Day Vision is based on digital twins, expanding its business towards intelligent driving and embodying intelligence. In the first half of this year, the company achieved revenue of 124 million yuan, a year-on-year increase of 129.8%. Among them, the revenue of 51sim, the core revenue of physical AI, increased 545.2% year-on-year, and its share of revenue increased from 14.8% to 41.4%. Guosheng Securities said it is optimistic that May Day Vision is expected to take the lead in the physical AI infrastructure circuit with technology accumulation in the fields of digital twins, simulation, and world models.