HK Stock Market Move | 51World (06651) surged over 21%. Sun Yuchen's bet on physical AI has sparked high market interest. The company's 51Sim business is expected to explode within the year.

51WORLD (06651) rose more than 21%, as of the time of publication, it had risen by 20.7% to 60.2 Hong Kong dollars, with a turnover of 2.81 billion Hong Kong dollars. In terms of news, recently, the top figure in the currency circle and the founder of TRON, Justin Sun, publicly stated that the development of ordinary AI is nearing its end, and the next explosive point in the AI industry is not in virtual scenes, but in the practical application in the physical world - "physical AI will become the most valuable super trend in the next decade." Sun believes that the popular AI models in recent years have mainly addressed the needs of information processing, with limited commercial landing scenarios. The core value of physical AI lies in extending AI capabilities from the virtual world to the physical world, truly creating productivity. In the next decade, competition in the AI industry will focus on embodiment and physicality. It is reported that 51WORLD is a pioneer and leading enterprise in the field of physical AI. The company recently launched the world's first "physical intuition" model, 51World Model, which embeds physical laws and has high confidence deduction capabilities. CITIC SEC previously predicted that 2026 will be the explosive year for the 51Sim business, benefiting from the implementation of Level 3 autonomous driving regulations and the increase in vehicle models, with the company's revenue from this business expected to increase by 350% year-on-year. The bank believes that the wave of physical AI has created a demand for Beijing Vastdata Technology, with high-confidence physical data becoming a core production element, and 51WORLD is expected to become the central hub of physical AI data through its simulation and synthetic data platform.