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总结
在CES大会上，英伟达CEO黄仁勋提出“物理AI”概念，强调将生成式AI与真实世界的机器人、自动驾驶等场景结合，并发布Rubin为代表的新一代AI计算平台与多款芯片/系统方案，展示面向车载与自动驾驶的相关技术。尽管公司强化增长叙事与产品路线图，市场当日对消息反应相对平淡，股价波动有限。事件凸显英伟达在算力与软件生态基础上向汽车与具身智能扩张的战略，但落地节奏与商业化效果仍待验证。
正文
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