On April 12, CITIC Securities issued a research report highlighting that the synergy between Cosmos and Ominiverse is poised to significantly propel the advancement of Physical AI, igniting innovation within the intelligent driving and humanoid robotics sectors. By examining the evolutionary path of CAE software and the CUDA ecosystem, it becomes evident that the relentless iteration of simulation and development tools directly accelerates industry growth, shortens R&D and production cycles, eases engineering implementation challenges, and ultimately transfers cost savings to the R&D and manufacturing phases of end products. Looking ahead, the integration of Cosmos and Ominiverse is anticipated to mirror the success of CAE and CUDA in accelerating manufacturing and AI development, infusing fresh momentum into intelligent driving and humanoid robotics, and propelling them into a new era of growth. Consequently, CITIC Securities advises focusing on three key investment themes: firstly, hardware providers for Cosmos and Ominiverse; secondly, the intelligent driving and humanoid robotics industrial chain; and thirdly, original equipment manufacturers (OEMs) specializing in intelligent driving and humanoid robots.