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[CITIC Securities: GPT-6 Astra enters robot control and physical AI reaches a major inflection point] On October 26, CITIC Securities reported that general large models are extending from high-level task planning of robots to action generation and execution control. The robot brain mainly relies on special models such as VLA and WAM trained on robot action data to convert visual and language instructions into actions. Recently, research institutions such as NVIDIA and Stanford have been exploring the application of GPT-6 Astra to robot control, trying to use the existing visual understanding, spatial reasoning and task planning capabilities of general models to reduce reliance on dedicated strategy training. Astra has shown good generalization on the data set of embodied tasks. CITIC Securities believes that looking forward to 2027, the entry of general models into the field of embodied tasks will become the next investment direction of the AI industry, and general models and special models are more likely to form a division of labor and collaboration in the short term.
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