XPENG (NYSE:XPEV) presented its X-Mind Predictive World Model at CVPR 2026, completing its Physical AI roadmap alongside X-World and X-Foresight. X-Mind uses a Visual Chain-of-Thought, Thought Sketch, and Recurrent Block Diffusion to simulate future driving scenarios, aiming to enhance trajectory prediction, complex-scenario performance, and ultra-low-latency autonomous driving. XPEV was down while key peers LI, RIVN, STLA, NIO and F all showed gains, indicating the move was stock-specific rather than a sector-wide shift. This announcement advances XPENG’s Physical AI roadmap by adding X-Mind’s long-horizon forecasting.