CITIC Securities: The explosion of physical AI opens up opportunities on the mining side
2026-10-27 08:03:55
According to CoinMeta, a research report by CITIC Securities indicates that recently, there has been a rapid increase in attention to physical AI and end-side applications. Industry events such as the OpenAI, NVIDIA GTC, and Yushu Technology Eco-Convention have acted as catalysts. Coupled with the sufficient price adjustments in the sector earlier on and the divergent expectations in the storage industry, these factors have jointly driven the explosive growth of the sector's market. The report suggests seizing investment opportunities on the end-side by focusing on three key areas: the upgrade of robot capabilities, the expansion of data collection demands, and innovations in end-side entry points. It recommends paying attention to leading companies that have stable main business operations and also possess end-side industry chain layouts, as well as those with prominent end-side layouts and whose stock prices have already undergone sufficient adjustments.
Source:CLS
This content is for market information only and does not constitute investment advice.
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