[Physics AI reaches an inflection point, and industry chain companies seize opportunities] October 28th, Physics AI has become a new hot spot in the AI ​​industry and a new outlet for A-shares. The reporter noticed that many concept stocks related to physical AI, robotics and data elements have performed well recently. Yushu Technology's stock price has rebounded by more than 65% in seven trading days since mid-October. The acceleration of industry "evolution" and the entry of technology giants are the underlying logic that triggered the market; the "training + simulation + client-side" computing power narrative of physical AI also continues the previous computing power narrative logic, alleviating the market's concerns about the peak of AI capital expenditures. From the perspective of the domestic market, as the central and local governments have successively introduced relevant policies for the development of physical AI, listed companies have also keenly deployed in all aspects of the industrial chain to seize industry opportunities. (Shanghai Securities News)