Physical AI has emerged as a fresh focal point within the AI sector and is carving out a new investment trend in China's A-share market. Lately, a number of stocks associated with physical AI, robotics, and data components have showcased remarkable performance. In particular, Unitree Technology's stock has witnessed a surge of over 65% within just seven trading days since mid-October. The rapid advancement of the industry, coupled with the participation of tech behemoths, stands as a primary catalyst behind this market movement. The computational power framework of Physical AI, which integrates 'training + simulation + edge-side' functionalities, builds upon the existing computational power narrative, thereby dispelling market apprehensions regarding a potential plateau in AI capital expenditures. On the domestic front, following the sequential rollout of central and local policies, listed companies are strategically positioning themselves within the Physical AI industrial chain to harness industry prospects.