专题：2025广州国际车展 新浪科技讯 11月21日上午消息，2025广州车展开幕，在小米汽车发布会上，小米汽车副总裁李肖爽发 表演讲。 他介绍，小米HAD增强版AEB全面升级，AEB前向速度域从5-135km/h扩展至1-135km/h，同时新增后向 速度域1-30km/h；另外，推出AES紧急转向辅助，当识别到前方碰撞风险，且无法通过AEB有效避免或 降低碰撞风险时，将通过紧急转向辅助进行避让。AES支持80-135km/h工作速度域，最多支持连续2次 转向避让。 他透露，搭载小米HAD增强版车型最高支持20项安全辅助功能，他还呼吁，辅助驾驶不是自动驾驶， 驾驶仍需时刻保持专注。 责任编辑：杨赐 李肖爽强调，安全是前提，安全是基础，安全是一切。小米安全辅助追求覆盖更多方向、更广速域、更 多目标、更多场景。 ...

他透露，小米汽车预计本周完成全年35万台交付目标 责任编辑：杨赐 新浪科技讯 11月21日上午消息，2025广州车展开幕，在小米汽车发布会上，小米汽车副总裁李肖爽发 表演讲。 昨日，小米汽车宣布，小米汽车自2024年3月28日正式发布，仅602天已完成下线50万台。李肖爽表示， 对于行业巨头，50万台可能微不足道，但对小米意义非凡，感谢50万小米车主的支持和认可。 ...

【#小米HAD增强版发布#】@小米汽车 发文称：1小时后，小米汽车广州车展发布会正式开始！即将发 布#XiaomiHAD增强版#。 #雷军官宣小米HAD增强版# ...

Core Viewpoint - Huawei's HarmonyOS cockpit has entered the L3 professional assistant stage, showcasing advanced capabilities such as long-term memory and fuzzy intent understanding [1] Group 1: Technological Advancements - The L3 stage offers proactive service capabilities, allowing the cockpit to remember user commuting habits and create scenarios automatically [1] - The cockpit can answer vehicle-related questions through mixed media formats and can link with external tools for tasks like coffee reservations [1] Group 2: MoLA Architecture - The MoLA mixed large model Agent architecture was introduced, which integrates multi-modal perception, general large models, and domain-specific intelligent agents [1] - MoLA establishes a complete link from user intent to hardware execution, enhancing the overall user experience [1] Group 3: User Metrics - The number of HarmonyOS cockpit users has surpassed 1.2 million [1] - The average net promoter score for the AITO models equipped with HarmonyOS from January to October 2025 is 93.6% [1]

Core Insights - Xiaopeng Motors has officially launched the Xiaopeng X9 Super Extended Range model, available in Max and Ultra versions, priced at 309,800 yuan and 329,800 yuan respectively [1] Group 1: Vehicle Specifications - The Xiaopeng X9 features a "large fuel tank + large battery" combination, achieving a CLTC comprehensive range of 1602 km and a pure electric range of 452 km [1] - The vehicle has a comprehensive energy consumption of 16.5 kWh/100 km, with a cost per kilometer less than one-third of traditional fuel MPVs [1] - It is equipped with an 800V mixed silicon carbide coaxial electric drive, reducing volume by 30% while achieving 93.5% efficiency under CLTC conditions [1] - The vehicle includes a 63.3 kWh ultra-fast charging lithium iron phosphate extended range battery, supporting 5C+800V ultra-fast charging, allowing for a 313 km range in just 10 minutes [1] Group 2: Safety Features - The Xiaopeng X9 uses a lithium iron phosphate battery pack that meets the new national battery standards effective July 1, 2026, ensuring no fire or explosion during thermal runaway of a single cell for 24 hours [2] - The vehicle's structure meets the five-star safety design standards of both China and Europe, and it is equipped with nine airbags, including specialized safety airbags for zero-gravity seats [2] - It features advanced safety capabilities, including the ability to maintain stability even in extreme conditions such as tire blowouts at speeds of 160 km/h on wet roads [2] Group 3: Interior and Comfort - The interior of the Xiaopeng X9 is designed with Ayous wood material, featuring 27 speakers for surround sound and a 3.6-meter ambient lighting system, along with the industry's first natural light aviation reading lights [3] - All models come standard with 12-way electric adjustments for the driver and passenger seats, zero-gravity space seats for the second row, and heated cushions and backs for the three seats in the third row [3] - The vehicle utilizes a front double-wishbone and rear H-arm all-aluminum suspension system, combined with dual-chamber air springs and Tai Chi hydraulic bushings [3]

Core Insights - OpenAI has officially partnered with Foxconn to advance the design of next-generation artificial intelligence infrastructure hardware and prepare for domestic manufacturing in the United States [1] - As part of the collaboration, OpenAI will share insights on emerging hardware demands in the AI industry, providing reference for Foxconn's hardware design and development at its U.S. facilities [1] - The preliminary agreement does not include any procurement commitments, but OpenAI will have priority evaluation rights and retain options for future purchases [1]

Core Viewpoint - Huang Renxun's influence on the U.S. stock market and economy is now considered greater than that of Elon Musk, particularly following Nvidia's impressive earnings report [1][12]. Group 1: Nvidia's Earnings Report - Nvidia reported a third-quarter revenue of $35.1 billion, with the data center segment contributing $30.8 billion, a year-on-year increase of 112%, significantly surpassing Wall Street's expectation of $28.82 billion [7]. - The non-GAAP earnings per share were $0.81, up 103% year-on-year, and net profit reached $19.3 billion, compared to $9.24 billion in the same period last year [7]. - Nvidia's forecast for the fourth quarter is $37.5 billion in revenue, with a gross margin of 73.5%, exceeding Wall Street's estimates and indicating strong confidence in future business growth [7][9]. Group 2: Market Reaction - Following the earnings report, Nvidia's stock surged by 5% in after-hours trading, reversing a previous 10% decline over the past three weeks [4]. - However, the positive impact was short-lived, as the Nasdaq fell by 2.15% and the S&P 500 dropped by 1.56% the following day, with Nvidia's stock declining by 3.2% [6]. - The Cboe Volatility Index reached its highest level since April, indicating heightened investor anxiety [6]. Group 3: AI Market Dynamics - Huang Renxun emphasized the strong demand for Nvidia's new Blackwell architecture, which is expected to become a significant growth driver, with predictions of "billions" in revenue from Blackwell in the upcoming quarter [9][10]. - Nvidia has delivered 13,000 samples of the Blackwell chips to customers, and the new architecture boasts a 30-fold improvement in AI inference performance compared to the previous H100 series [9]. - The data center business, crucial for AI GPU sales, saw a quarterly sales increase of 66%, surpassing $50 billion for the first time, indicating robust global investment in AI infrastructure [13][14]. Group 4: Concerns Over AI Bubble - Despite Nvidia's strong performance, concerns about an "AI bubble" persist, with investors worried about the sustainability of AI spending and the delayed returns on investment [13][18]. - The Nasdaq has dropped nearly 5% this month, with other AI-related stocks like AMD and Oracle experiencing significant declines [13]. - Analysts have noted that while Nvidia's fundamentals remain strong, the overall market sentiment is cautious, with many investors fearing a repeat of the internet bubble [17][18]. Group 5: Strategic Investments - Nvidia has made substantial investments in AI startups, including a $10 billion investment in Anthropic, which will help the company procure Microsoft’s computing power [10]. - The company’s annual free cash flow has exceeded $80 billion, prompting discussions on how to allocate this capital effectively [16]. - Nvidia's strategy of providing loans to suppliers and startups has raised concerns about the sustainability of the AI sector, as it creates a cycle of debt and dependency on Nvidia's chips [16][17].

Core Insights - FAW Hongqi has officially confirmed its partnership with Huawei during the Huawei QianKun Ecological Conference [1] - The collaboration will see the launch of a new model next year that incorporates Huawei's full-stack solutions, including QianKun Intelligent Driving, HarmonyOS Cockpit, QianKun Vehicle Control, and QianKun Cloud Services [1] Group 1 - FAW Hongqi's partnership with Huawei marks a significant step in the automotive industry, focusing on advanced technology integration [1] - The new model set to launch next year will leverage Huawei's comprehensive automotive solutions, indicating a shift towards more intelligent vehicle features [1]

【#网易回应游戏制作人离职#：正常人员流动，不影响日常运营】#网易第三季度游戏收入233亿元# 今 日网易发布第三季度财报。在随后的电话会上，针对游戏研发策略、近期个别制作人离任的提问，网易 管理层表示，专注是一家公司应有的核心优势。对已有的成功产品会精益求精，对新项目会做出有竞争 力的内容。 针对近期的调整属于正常人员流动，管理层表示，调整在不影响日常运营情况下进行，希望团队更加专 注、高效，集中力量打造长青精品。对于长青项目，希望项目团队能够心无旁骛，持续精进；对于具备 长青潜质的新项目，将果断下重注，加大资源投入。（新浪科技） ...

Core Insights - NetEase reported Q3 2025 net revenue of 28.4 billion yuan, an 8.2% year-over-year increase, with net profit attributable to shareholders at 8.6 billion yuan, consistent with the previous quarter and up from 6.5 billion yuan year-over-year [1] - The company emphasized its focus on existing successful products while being cautious with new projects, ensuring they have competitive content before market release [7] Financial Performance - Q3 2025 net revenue: 28.4 billion yuan, up 8.2% year-over-year [1] - Net profit attributable to shareholders: 8.6 billion yuan, unchanged from the previous quarter and up from 6.5 billion yuan year-over-year [1] - Non-GAAP net profit: 9.5 billion yuan, consistent with the previous quarter and up from 7.5 billion yuan year-over-year [1] Game Performance and Strategy - "Dream of the Red Chamber" has a stable economic system and a rich gaming experience, attracting both returning and new players through its simplified gameplay [2] - The company has successfully launched several games in overseas markets, including "Marvel Contest of Champions" and "Yanyun Sixteen Sounds," showcasing its capability to bring Chinese themes to global audiences [3][4] - "Identity V" experienced fluctuations in revenue and daily active users but has shown improvement post-summer, with preparations for the upcoming Spring Festival [5] Future Developments - The upcoming game "Infinite" received positive feedback at the Tokyo Game Show and aims to create a new market ecosystem with high-quality content and innovative business models [6][8] - The company is investing in AI technology to enhance game development and operational efficiency, with a focus on creating unique user experiences [9] Organizational Focus - Recent personnel changes are viewed as part of an organizational optimization process, aimed at enhancing focus and efficiency in game development [7] - The company plans to concentrate resources on long-standing successful projects while cautiously evaluating new game opportunities [7]