Changes in Hong Kong stocks | May Day Vision (06651) surged more than 23%. The company was selected for the Nvidia Halos SAFE ecosystem as a target for scarce physical AI infrastructure

The Zhitong Finance App learned that May Day Vision (06651) surged more than 23% in the afternoon. As of press release, it had risen 23.20% to HK$61.45, with a turnover of about HK$618 million.

According to the news, recently, May Day Vision announced that its subsidiary 51Sim was successfully selected for the NVIDIA Halos SAFE ecosystem list, making it the only Chinese company on the list. Halos SAFE is Nvidia's new safety framework, combining simulation and actual vehicle testing to generate safety evidence for autonomous driving. This is the second important cooperation between the two sides during the year. The company hopes to use this to expand the business of domestic and overseas car companies and extend simulation capabilities to physical AI tracks such as robots.

In the first half of this year, May Day Vision achieved revenue of 124 million yuan, a year-on-year increase of 129.8%. Among them, the physical AI core revenue of 51sim increased 545.2% year-on-year, and its share of revenue increased from 14.8% to 41.4%. Dongwu Securities (Hong Kong) previously stated that May Day Vision adapts upward to GPUs and computing power platforms, serves decentralized physical AI terminal applications downwards, and has scarce industrial chain infrastructure cards.