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In its most recent research report, CITIC Securities highlights that Tesla's Optimus project has undergone a management shift, which is propelling the advancement of emerging global model technology pathways. Across various regions in China, there's a swift acceleration in setting up factories dedicated to collecting data for embodied artificial intelligence. Moreover, Figure has showcased remarkable achievements in robotics, achieved through training on human video data. With continuous breakthroughs in large - scale model technologies for embodied AI, the industry's path to commercialization has picked up substantial speed. CITIC Securities is of the view that the embodied AI robot sector is set to emerge as one of the most promising domains within the tech industry over the next 5 - 10 years.
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