According to the CITIC Construction Investment Research Report, physical AI is taking over and becoming a core variable in the next phase of AI growth. As a key engine from perception to feedback, physical world data faces a huge rigid gap in demand. Constrained by the “impossible triangle” of fidelity, scale, and cost, data acquisition in the physical world is expected to usher in a triple transformation: the business model side collects data through social crowdsourcing, the technical paradigm side relies on virtual manufacturing of the world model, and the asset attribute side has leapt into the enterprise's high-premium core intangible asset. The imbalance between supply and demand drives the revaluation of physical data assets, and capital is being concentrated in data infrastructure and evaluation at an accelerated pace. The market pattern is yet to be determined, and companies that control scarce data and closed-loop capacity are expected to experience core premiums.

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