" 地平线又一前高管加入机器人赛道。 " 作者丨张贤 编辑丨刘伟 割草机器人，四大流派的巅峰之战 智能割草机器人：谁是「镰刀」，谁成「炮灰」？ 具身智能估值断层加速，机器人新势力靠什么穿越风暴? 资料显示，张玉峰拥有英国工学荣誉硕士及MBA学位，曾在SONY、ARM等全球半导体巨头任职，历任研 发、商务拓展及管理岗位。 2017年加入地平线后，张玉峰负责公司全球业务，搭建了覆盖美、欧、日、韩的国际客户网络。2019年 起，张玉峰出任副总裁兼智能驾驶产品线总经理，全面负责研发、产品、市场与销售，并主导构建了 Horizon Matrix 自动驾驶 与 Horizon Halo 车载交互两大产品体系。 值得一提的是，地平线前智能驾驶负责人余轶南也已于 2024 年底离职创业，创立消费级机器人公司 维 他动力 ，并推出首款智能陪伴机器人——"四足机器狗大头"。两位核心高管相继下场创业，显示出智驾 人才在机器人新赛道的集体迁移趋势。（本文作者长期关注AI 硬件、陪伴机器人等创业方向，欢迎添加作 者微信 zhangxian2021 交流。） // 近期热门文章 雷峰网·鲸犀独家消息，地平线前副总裁兼智能汽车事业部总裁张 ...

今日头条 HEADLINE NEWS 博主曝车企广告公司几个月前就策划好了"小订过万"信息：哄领导开心 8月31日消息，知名汽车博主"吴佩"日前爆料称，现在有广告公司策划"小订过万"，发布会前几个月就策 划好了。主要有两大原因，一是让消费者觉得爆款，二是哄领导开心。博主质疑称，明知道"狼来了"只能 用三次，为什么还要用。博主强调："我不是具体指谁哈，朋友们不要对号入座，我就是说说行业现象， 大家都克制一点好，省得媒体和用户在真假信息里雾里看花。" 1. 博主曝车企广告公司几个月前就策划好了"小订过万"信息：哄领导开心 2. 传阿里巴巴正在开发一款新AI芯片，已进入测试阶段 3. 阑夕点评外卖大战：阿里血槽厚，美团是拦路虎，决战在Q3 4. 全新小鹏P7 21.98万起！何小鹏：会后与同事交流，感觉定价定低了 5. 尚界H5开订18小时订单破5万台！余承东：卖20万以下都是亏的 6. 5年增长近1倍，台积电2024年员工人均薪资福利83.4万 7. 马斯克旗下xAI公司起诉前工程师，指控其窃取AI核心机密跳槽OpenAI 8. 曝京东方、三星、LG三家将瓜分苹果iPhone 17系列屏幕订单 要闻提示 NEWS ...

Core Viewpoint - The article discusses the transformation of the cloud computing landscape in China due to the rise of large models, emphasizing the strategic choices made by different players in the market, particularly Baidu Smart Cloud's unique approach of integrating AI with cloud services to establish a competitive edge [1][4][8]. Group 1: Market Dynamics - The cloud computing market in China has shifted from a resource-driven model to an intelligent-driven model, with the advent of large models acting as a key variable in this transformation [4][8]. - Many cloud providers initially focused on rapid market share acquisition through infrastructure expansion and price competition, leading to a fragmented approach where AI was treated as a separate entity rather than integrated with cloud services [9][10]. - Baidu Smart Cloud adopted a "cloud-intelligence integration" strategy from the outset, positioning itself as a pioneer in the AI cloud space and avoiding the pitfalls of traditional resource price wars [10][13]. Group 2: Baidu Smart Cloud's Strategy - Baidu Smart Cloud's strategy emphasizes the co-development of cloud and AI, which has allowed it to capture a significant market share in the AI public cloud sector, holding 24.6% of the market as of August 2023 [13][38]. - The company has built a comprehensive AI cloud infrastructure based on four core elements: computing power, models, data, and engineering capabilities, which are essential for supporting the rapid growth of large model applications [18][23]. - Baidu Smart Cloud's unique dual identity as both a cloud service provider and an AI technology player enables it to effectively integrate AI capabilities into its cloud offerings, enhancing overall value [10][13]. Group 3: Technological Advancements - The Baidu Baichuan AI computing platform has undergone significant upgrades to address bottlenecks in AI computing, enhancing efficiency and performance across various dimensions, including network speed and computational power [25][26][27]. - The platform's design incorporates a seamless integration of inference and training processes, maximizing overall efficiency and enabling rapid iteration of AI models [28][29]. - Baidu's AI development platform, Qianfan, has evolved to support a wide range of applications, significantly lowering the barriers for enterprises to adopt and refine AI models [32][33]. Group 4: Financial Performance - In Q2 2025, Baidu reported total revenue of 32.7 billion yuan, with AI new business revenue exceeding 10 billion yuan, driven largely by the growth of its smart cloud services [38]. - Baidu Smart Cloud's revenue grew by 27% year-on-year, reaching 6.5 billion yuan in Q2 2025, indicating a robust performance in the AI cloud market [38]. - The company's long-term strategic focus on integrating AI with cloud services has positioned it as a leader in the AI cloud sector, demonstrating significant growth potential in emerging fields such as embodied intelligence and industrial vision [39].

Core Viewpoint - Tencent is shifting its focus towards "evergreen games" as a strategic response to the changing dynamics in the gaming industry, particularly in light of recent legal challenges and market conditions [4][6][21]. Group 1: Evergreen Games Strategy - The term "evergreen games" refers to projects that have sustained popularity and revenue over time, with Tencent defining them as games generating annual revenue of at least 4 billion RMB and maintaining a daily active user (DAU) count of over 5 million for mobile games [6][7]. - Tencent currently has 14 games that meet the evergreen standard, including flagship titles like "Honor of Kings" and "Peacekeeper Elite" [7][11]. - The gaming industry has experienced a significant downturn since 2020, leading to a reduction in new project launches and a scarcity of blockbuster games, which has prompted Tencent to focus on maximizing the potential of its existing evergreen titles [7][12]. Group 2: Market Dynamics and Challenges - The gaming industry is facing a cyclical downturn, with a shift in player preferences towards diverse entertainment options such as live streaming and short videos, making the development of evergreen games a necessity for survival [43][44]. - Tencent's investments in content-heavy games and large-scale projects have not yielded the expected returns, leading to a strategic pivot back to platform games that leverage its established social networks and user bases [21][25][44]. - The company has faced significant challenges in developing new content-driven games, as evidenced by the high costs and risks associated with such projects, which have led to a preference for investing in existing successful titles [27][31]. Group 3: Development and Innovation - Tencent's approach to game development emphasizes the importance of industrialized processes and the ability to produce engaging content consistently, which is crucial for maintaining player interest in evergreen games [40][41]. - The company has recognized that the success of its evergreen games relies not only on strong operational strategies but also on the capability of development teams to deliver interesting content regularly [10][12]. - Tencent's historical investments in various game genres, including first-person shooters and MOBA games, have positioned it well to capitalize on the evergreen game strategy, as these genres typically have higher player retention rates [34][40].

Core Viewpoint - The article discusses the challenges faced by NVIDIA's H20 AI chip in the Chinese market, including production halts and regulatory scrutiny, while highlighting the potential for domestic GPU development in response to these challenges [2][3][4]. Group 1: H20 Chip Production Challenges - NVIDIA announced a halt in the production of the H20 chip for China due to regulatory issues and market demand concerns, despite having prepared a significant inventory [2][3]. - The H20 chip faced a series of regulatory changes from being banned to being allowed for export, only to face another production halt within a month of its initial release [2][3][4]. - The CFO of NVIDIA indicated that the lack of shipments to Chinese customers resulted in a $4 billion reduction in expected sales for the H20 chip [3][5]. Group 2: Market Demand and Regulatory Environment - The Chinese government has raised concerns about the security risks associated with the H20 chip, leading to reduced orders from major tech companies like Alibaba and ByteDance [6][7]. - The demand for H20 chips has diminished significantly, particularly among state-owned enterprises and major tech firms, which are responding to government directives [6][7]. - Despite the current challenges, some industry insiders believe there is still demand for H20 chips, but uncertainty remains regarding when and how much can be procured [6][7]. Group 3: Domestic GPU Development Opportunities - The halt of the H20 chip production has led to increased interest in domestic GPU alternatives, although supply constraints remain a significant issue [10][11]. - Domestic AI chip company Cambricon reported a substantial revenue increase, indicating a growing market for local alternatives [10]. - Industry experts suggest that while domestic GPU manufacturers are gaining traction, they currently cannot meet the high demand for high-performance GPUs in China [11][12]. Group 4: Future of NVIDIA Products in China - NVIDIA is expected to introduce new products in China, including the RTX6000D chip, which is designed for AI inference tasks and priced lower than the H20 [12]. - There are speculations about NVIDIA developing a more powerful chip than the H20, but the approval process from the U.S. government remains uncertain [12]. - Industry insiders maintain a positive outlook on NVIDIA's future products in China, citing the company's technological advantages [12].

Core Viewpoint - Alibaba has significantly increased its investment in AI, with over 100 billion yuan spent in the past four quarters, demonstrating its commitment to the AI sector and dispelling market concerns about reduced investment [2][3]. Group 1: Financial Performance - In Q1 of FY2026, Alibaba's AI and cloud capital expenditure reached 38.6 billion yuan, a year-on-year increase of 220%, marking a new quarterly high [2]. - Alibaba Cloud's revenue growth accelerated to 26%, the highest in three years, driven by AI-related products, which have seen triple-digit year-on-year growth for eight consecutive quarters [2][3]. - AI revenue now accounts for over 20% of external commercialization revenue [2]. Group 2: AI Strategy - Alibaba's AI strategy focuses on a full-stack approach, integrating capabilities across various layers, including computing power, cloud, models, and applications, similar to Google's strategy [5][6]. - The company plans to invest 380 billion yuan in cloud and AI hardware infrastructure over the next three years, surpassing the total investment of the past decade [6]. Group 3: Global Infrastructure and Model Development - Alibaba Cloud has launched eight new AI and cloud data centers in various regions, with plans to expand to 30 regions and 95 availability zones by the end of the year [7]. - The company has developed a series of advanced AI models, achieving multiple global open-source championships and significant downloads, with over 300 models released and more than 400 million downloads [10]. Group 4: AI Applications - Alibaba is integrating AI across its various business units, with initiatives like DingTalk's new AI-driven office system and the launch of Gaode Map 2025, which features an AI assistant for personalized travel planning [14][16]. - The introduction of the RecGPT model on Taobao aims to enhance user experience and efficiency, resulting in over 5% increases in user engagement metrics [19]. Group 5: Long-term Vision - Alibaba's long-term commitment to AI is characterized by substantial investments in model development and open-source initiatives, positioning the company as a leader in the AI ecosystem [21][22].

Core Viewpoint - Lantu Automotive is set to launch approximately four new models next year, indicating a strong growth trajectory and strategic partnerships in the autonomous driving sector [1][3]. Group 1: Product Launch and Sales Performance - At the Chengdu Auto Show on August 29, Lantu unveiled the new Lantu Dreamer, available in intelligent super hybrid and intelligent pure electric versions, with a pre-sale price range of 389,900 to 459,900 yuan [2]. - Lantu aims to deliver 85,697 vehicles in 2024, representing a year-on-year growth of about 70%. Since 2025, the company has achieved over 10,000 monthly sales for five consecutive months, with July's delivery surpassing 12,000 units [2]. Group 2: Strategic Partnerships and Market Position - In early 2024, Lantu signed a strategic cooperation agreement with Huawei, adopting the HI model, which includes the HarmonyOS cockpit and the QianKun intelligent driving system [2]. - The company is working closely with JianZhi to launch around 10 models across various brands, including Lantu and Yipai, over the next year, with a focus on capturing market share in the mid-level intelligent driving segment [3]. - JianZhi has received a $100 million investment from Chery this year, indicating a tightening collaboration on vehicle models [3].

Core Viewpoint - The article discusses the significant crossover between DJI and Trifo, highlighting their strategic moves into each other's markets, with DJI entering the vacuum cleaner market and Trifo venturing into aerial technology, showcasing a new phase of innovation in the Chinese tech industry [2][20]. Group 1: Company Movements - DJI has officially launched its first vacuum cleaner, ROMO, after years of internal development, indicating a strategic entry into a mature market valued at $122.1 billion, growing at a rate of 3.7% [21][24]. - Trifo, founded by a team with a background in aerospace engineering, is leveraging its expertise in robotics to redefine the action camera market, aiming to create a user-friendly product that addresses the limitations of existing action cameras [6][10][13]. Group 2: Technological Innovations - Trifo's new action camera features an AI system that allows it to understand user commands and optimize video quality in real-time, marking a significant evolution from traditional recording tools to interactive creative platforms [15][19]. - The modular design of Trifo's action camera allows users to customize their equipment for various scenarios, enhancing its versatility and user experience [16][17]. Group 3: Market Dynamics - The competition between DJI and Trifo is not merely a zero-sum game but reflects the maturation of Chinese tech companies, which are now focusing on system innovation and user-centric design rather than just cost-effectiveness [30][36]. - The entry of DJI into the vacuum cleaner market and Trifo's expansion into aerial technology signify a shift in the competitive landscape, where companies are utilizing their existing technological capabilities to explore new markets [26][28]. Group 4: Future Outlook - The article suggests that the future of Chinese technology will be characterized by companies like DJI and Trifo, which are poised to leverage their engineering strengths and innovative capabilities to compete on a global scale [36][37].

Core Viewpoint - The competition between domestic cloud service providers and foreign cloud giants is intensifying, with significant cloud migration activities occurring among key clients like BYD and GoTo Group, indicating a shift in market dynamics [2][3][7]. Group 1: Cloud Migration Cases - BYD is migrating its overseas business from AWS to Google Cloud, Alibaba Cloud, and Tencent Cloud, with AWS losing a significant client that previously generated over $10 million annually [2][5]. - GoTo Group in Southeast Asia has also migrated its services from Google Cloud to Tencent Cloud and from AWS to Alibaba Cloud, marking a major cloud migration event in the region [3][4]. - Other notable clients like Kuaishou and Xiaohongshu are also moving away from AWS, with Xiaohongshu transitioning to Alibaba Cloud due to cost considerations and increased demand for GPU computing [12][13]. Group 2: Competitive Landscape - The competition between domestic and foreign cloud providers has been ongoing for several years, initially focused on the Chinese market but now expanding globally as domestic providers seek to capture market share [5][17]. - Domestic cloud providers like Alibaba, Tencent, and Huawei are increasingly competitive against foreign players like AWS and Microsoft, particularly in pricing and specific service offerings [10][11][30]. - The price advantage of domestic clouds, often nearly half that of foreign clouds, is driving many companies to consider migration [10][11]. Group 3: Strategic Moves and Partnerships - Companies like TCL and Kdian are also involved in competitive dynamics, with TCL recently announcing a strategic partnership with Alibaba Cloud after previously engaging with AWS [21][22]. - The collaboration between Tencent and GoTo Group is underpinned by Tencent's prior investment in Gojek, facilitating a smoother transition to Tencent Cloud [23]. - Fireworks Engine is leveraging its strengths in entertainment to penetrate foreign markets, showcasing the strategic maneuvers of domestic cloud providers [14][24]. Group 4: Market Dynamics and Future Outlook - Despite the rapid expansion of domestic cloud providers, they still lag significantly behind foreign clouds in terms of revenue, with AWS's revenue in Greater China reaching over $4 billion, compared to Alibaba Cloud's approximately $4.3 billion [47]. - The ongoing AI model wave presents both challenges and opportunities, with foreign clouds currently showing stronger growth in this area [49][50]. - The cautious approach of some domestic cloud providers in their overseas strategies may widen the gap with foreign competitors, indicating a complex and evolving competitive landscape [51][52].

Core Viewpoint - Li Auto has successfully transitioned from a follower to a leader in the smart driving sector by leveraging a unique self-research model and a collaborative supply chain approach, focusing on user-centric product development and efficient organizational practices [2][3][4]. Group 1: Company Strategy and Development - Since February 2021, Li Auto has initiated comprehensive self-research in smart driving, smart cockpit, and chip development, marking a significant shift in its operational strategy [3]. - The appointment of Wang Kai as CTO was pivotal, bringing extensive experience from his previous roles, including leading the MBUX smart cockpit project at Mercedes-Benz, which generated over $1.5 billion in revenue [4][6]. - Li Auto's strategic focus on a limited number of high-quality products, akin to Apple's model, has been instrumental in its market success [5]. Group 2: Technological Advancements - Li Auto made a critical decision to switch from the Mobileye EyeQ4 chip to Horizon's J3 chip for its smart driving system, achieving a remarkable seven-month timeline for mass production [7][14]. - The launch of the self-developed smart driving system, Li AD Max, in March 2022 marked a significant milestone in Li Auto's technological evolution [8]. - By 2023, Li Auto had accumulated 1.2 billion kilometers of effective data and achieved a cloud computing power of 13 EFLOPS, showcasing its commitment to data-driven development [32]. Group 3: Supply Chain and Collaboration - Li Auto's "roundtable cooperation model" with suppliers emphasizes collaboration over competition, allowing for a more efficient and responsive supply chain [17][20]. - The company has streamlined its supplier base, focusing on elite partners to enhance operational efficiency and reduce complexity [18][19]. - This collaborative approach has led to significant growth for suppliers, with Horizon's revenue increasing from 467 million yuan in 2021 to 1.552 billion yuan in 2023 [22]. Group 4: Talent and Organizational Structure - The establishment of a dedicated smart driving team, initially comprising only 20 members, has been crucial for rapid technological advancements [25]. - Li Auto's internal structure separates research and development (RD) from product development (PD), facilitating efficient collaboration and rapid iteration [28]. - The recruitment of top talent, such as Jia Peng from NVIDIA, has strengthened Li Auto's capabilities in data management and algorithm development [27]. Group 5: Future Outlook - Li Auto aims to become a leader in smart driving by 2024, with a focus on integrating AI technologies into its vehicles [37]. - The company's commitment to continuous improvement in user experience and data utilization positions it well for future growth in the competitive automotive landscape [29][34].