视频版: 文字版： Q: 为什么说全新一代理想L9是具身智能机器人？ 李想: 我觉得L9我们才真正开始敢讲具身智能。原来我们有类似这样的想象，但是不敢来讲。我们还 是拿人来举例子。我们在L9上彻底改造了感知和大脑的工作方式，我们会逐步从2D ViT发展到3D ViT。 传统的2D ViT，是没有办法真正理解物理世界的，只有做了3D ViT才真正像人一样地去感知世界。 从感知和模型方面，到了L9这一代产品会发生一个颠覆性的变化。我原来没法做到的东西，新的L9 上新的计算平台都可以体现。 这个背后的原因是因为我们做了自己的芯片。因为我们原来使用其他供应商提供的芯片就会遇到一个 挑战。比如在这个芯片上，它的视频编码器是一个黑盒子，我们改不了。比如说我们想做3D ViT， 那我就得第一得先去改它的视频编码器。 第二，我要有足够的算力能够去运行3D ViT，这就是非常大的挑战。 但是我们采用了全世界最先进的车规级的5纳米的马赫100的芯片，它的算力是我们当前最好性能的芯 片的三倍以上，真的是三倍以上。而且我们用的是数据流的一个架构。当我们需要做3D ViT的时 候，我们其实只需要通过我们非常强大的编译团队，在芯片上给到 ...

Group 1 - Lee & Man Paper (02314) has seen its stock price rise by over 30% year-to-date, with expected profits of approximately HKD 1.88 billion to HKD 2.00 billion in 2025, representing a year-on-year growth of 38% to 47% due to increased marginal profits [1] - Soundon Technology (02495) shares rose over 8.8% after winning a contract worth nearly RMB 300 million for an AI project in Sichuan province [1] - Zhongxin Innovation (03931) stock increased by over 3.8%, with a reported 630% year-on-year growth in commercial battery deliveries in January 2026, indicating a strong market strategy and capacity layout [1] Group 2 - Tea stocks experienced a rise, with Gu Ming (01364) up 4.12%, Cha Bai Dao (02555) up 3.74%, and others benefiting from a promotional campaign offering free milk tea at over 300,000 stores nationwide [2] - Innovent Biologics (09969) shares surged over 11% after announcing expected revenues of RMB 2.37 billion in 2025, a 134% increase, and a projected net profit of around RMB 630 million [2] - Jun Da Holdings (02865) rebounded over 4.6% following news of the U.S. Federal Communications Commission accepting SpaceX's data center application [2] Group 3 - Li Auto-W (02015) shares rose over 5.3% as the CEO teased the new Li L9 model, emphasizing the importance of AI in enhancing vehicle value [3] - JX International Resources (03858) saw a stock increase of over 4.6% as tungsten prices reached a recent high of CNY 1,545,000 per ton, up CNY 25,000 from the previous trading day [3] - Nine Dragons Paper (02689) shares increased by over 5.7% after announcing a profit forecast for FY26H1 of CNY 2.15 billion to CNY 2.25 billion, a year-on-year growth of 216% to 231% [3] Group 4 - Long Resources (01712) stock surged over 35%, reaching a historical high, with expected after-tax profits of AUD 58 million to AUD 62 million for the year ending December 31, 2025, a significant increase from AUD 12.9 million in the previous year [4] Group 5 - Forgent Power Solutions (FPS.US) debuted on the U.S. stock market with a closing increase of 7.41%, focusing on power solutions for data centers [5] - Bob's Discount Furniture (BOBS.US) also entered the market, with a slight increase of 0.12%, managing 206 showrooms across 26 states and projecting revenues of USD 2.32 billion for FY2025 [5] Group 6 - Eikon Therapeutics (EIKN.US) fell over 16.67% on its Nasdaq debut, focusing on cancer therapies with a candidate drug in mid-stage trials [6] - Cryptocurrency stocks saw significant declines, with Hut 8 (HUT.US) down 17.89% and others following suit amid a Bitcoin sell-off, which dropped nearly 10% [6] Group 7 - Major U.S. indices opened lower, with the Nasdaq down 1.6%, and notable tech stocks like Amazon (AMZN.US) and Tesla (TSLA.US) also declining [7] - Estée Lauder (EL.US) dropped nearly 19.19% despite meeting sales expectations, reflecting market volatility [7] Group 8 - NIO (NIO.US) shares rose 5.86% after announcing an expected adjusted operating profit of between RMB 700 million and RMB 1.2 billion for Q4 2025, marking its first quarterly adjusted operating profit [8] - Hims & Hers Health (HIMS.US) initially surged nearly 14% before closing down 3.77%, launching a new generic medication at a competitive price [9] - Qualcomm (QCOM.US) fell 8.46% amid concerns over weak earnings forecasts related to chip shortages affecting smartphone demand [9]

Core Viewpoint - The new generation of Li Auto L9 focuses on creating a significant experiential difference rather than merely upgrading parameters, aiming to build a vehicle that truly understands its users and possesses vitality [1]. Group 1: Product Features - The Li Auto L9 Livis, priced at 559,800 yuan, represents a flagship SUV that embodies the company's vision for the era of embodied intelligence, achieving three groundbreaking advancements [1]. - It features the world's first 800V fully active suspension system under 600,000 yuan, providing over 10,000 N of lift per wheel, eliminating the need for anti-roll bars, and achieving millisecond-level response for an "anti-physical" vehicle posture [1]. - The L9 Livis includes the world's first "complete" all-line control chassis, which integrates steer-by-wire, four-wheel steering, and the first fully electric mechanical brake (EMB), offering intuitive responses akin to a nervous system and evolving from "human-driven" to "human-machine co-driven" [1][2]. Group 2: Technological Advancements - The vehicle is equipped with a powerful brain featuring 2560 TOPS of computing power, utilizing two self-developed 5nm Mach 100 chips, which provide three times the effective computing power of Nvidia Thor-U, along with 360-degree coverage of laser radar [2]. - The new generation of Li Auto L9 will offer a custom dual-tone body with a unique three-layer painting and seamless manual polishing process, merging extreme technology with aesthetic excellence [2]. Group 3: Market Positioning - The all-new Li Auto L9 is set to be released in the second quarter of this year, making it a worthwhile consideration for consumers looking to purchase a full-size flagship SUV [3].

理想汽车-W（02015）早盘股价上涨3.47%，现报71.60港元，成交额6.01亿港元。 2月5日，理想汽车CEO李想在微博发文称，对全新理想L9进行预热。李想表示，all in AI并非不关注汽 车，具身智能必须长在一台好车上，才能真正为用户创造价值。全新理想L9将成为"智能体"，眼睛、大 脑、心脏、神经、手脚——完整的技术栈让车从被动工具变成主动伙伴。李想还表示，全新理想L9不 仅是一台好车，更是具身智能机器人的开山之作。 据悉，理想汽车将推出全新一代理想L9 Livis版，售价55.98万元。全新一代理想L9 Livis版搭载2颗理想 汽车全自研的"马赫100"芯片，拥有全球最强的2560 TOPS算力。其中，"马赫100"芯片是理想汽车自 2022年起自研的核心技术，配合理想汽车自研大模型和自研操作系统，全新一代理想L9的智能化程度 将大幅提升。 2月5日，理想汽车CEO李想在微博发文称，对全新理想L9进行预热。李想表示，all in AI并非不关注汽 车，具身智能必须长在一台好车上，才能真正为用户创造价值。全新理想L9将成为"智能体"，眼睛、大 脑、心脏、神经、手脚——完整的技术栈让车从被动工具 ...

据悉，理想汽车将推出全新一代理想L9Livis版，售价55.98万元。全新一代理想L9Livis版搭载2颗理想 汽车全自研的"马赫100"芯片，拥有全球最强的2560TOPS算力。其中，"马赫100"芯片是理想汽车自 2022年起自研的核心技术，配合理想汽车自研大模型和自研操作系统，全新一代理想L9的智能化程度 将大幅提升。 理想汽车-W(02015)涨近3%，截至发稿，涨2.46%，报70.9港元，成交额4.81亿港元。 消息面上，2月5日，理想汽车CEO李想在微博发文称，对全新理想L9进行预热。李想表示，all in AI并 非不关注汽车，具身智能必须长在一台好车上，才能真正为用户创造价值。全新理想L9将成为"智能 体"，眼睛、大脑、心脏、神经、手脚——完整的技术栈让车从被动工具变成主动伙伴。李想还表示， 全新理想L9不仅是一台好车，更是具身智能机器人的开山之作。 ...

消息面上，2月5日，理想汽车CEO李想在微博发文称，对全新理想L9进行预热。李想表示，all in AI并 非不关注汽车，具身智能必须长在一台好车上，才能真正为用户创造价值。全新理想L9将成为"智能 体"，眼睛、大脑、心脏、神经、手脚——完整的技术栈让车从被动工具变成主动伙伴。李想还表示， 全新理想L9不仅是一台好车，更是具身智能机器人的开山之作。 智通财经APP获悉，理想汽车-W(02015)涨近3%，截至发稿，涨2.46%，报70.9港元，成交额4.81亿港 元。 据悉，理想汽车将推出全新一代理想L9 Livis版，售价55.98万元。全新一代理想L9 Livis版搭载2颗理想 汽车全自研的"马赫100"芯片，拥有全球最强的2560 TOPS算力。其中，"马赫100"芯片是理想汽车自 2022年起自研的核心技术，配合理想汽车自研大模型和自研操作系统，全新一代理想L9的智能化程度 将大幅提升。 ...

凤凰网科技讯2月6日，理想汽车董事长兼CEO李想称，将推出全新一代理想L9Livis版，售价55.98万 元。全新一代理想L9Livis版搭载2颗理想汽车全自研的"马赫100"芯片，拥有全球最强的2560TOPS算 力；全球首次在60万以内搭载800V全主动悬架系统；搭载首个"完全体"全线控底盘，集成线控转向、 四轮转向、全电控机械制动(EMB)三项关键技术。 理想汽车官方称，具身智能旗舰SUV，全新一代理想L9将在今年二季度内发布。 其中，"马赫100"芯片是理想汽车自2022年起自研的核心技术，配合理想汽车自研大模型和自研操作系 统，全新一代理想L9的智能化程度将大幅提升。李想曾表示，全新一代理想L9将成为智能体，包含眼 睛(感知)、大脑(模型)、心脏(芯片)、神经(操作系统)等在内的完整技术栈让车从被动工具变成主动伙 伴。 ...

本文源自：金融界AI电报 理想汽车(02015.HK)震荡走高涨超2%，公司董事长兼CEO李想称，将推出全新一代理想L9Livis版，售 价55.98万元。 ...

Core Viewpoint - The evolution of the new generation of Li Auto L9 is not about parameter upgrades but about creating a significant experiential difference, aiming to build a vehicle that truly understands its user and possesses vitality [1][6]. Group 1: Product Features - The new Li Auto L9 will feature a high-end version, the Li Auto L9 Livis, priced at 559,800 yuan [2][7]. - The L9 Livis will be the first in the world under 600,000 yuan to be equipped with an 800V fully active suspension system, providing over 10,000 Newtons of lift per wheel and achieving millisecond-level response for an unprecedented vehicle posture [3][9]. - It will also include the world's first "complete" fully line-controlled chassis, featuring steer-by-wire, four-wheel steering, and the first fully electric mechanical brake (EMB), ensuring multiple safety redundancies and intuitive responses [3][9]. - The vehicle will be powered by a super brain with a computing power of 2560 TOPS, utilizing two self-developed 5nm Mach 100 chips, which is three times more effective than NVIDIA's Thor-U, along with 360-degree laser radar coverage [3][9]. Group 2: Aesthetic and Customization - The new Li Auto L9 will offer a customized two-tone body, utilizing a three-layer paint process and handcrafted polishing techniques, merging extreme technology with extreme aesthetics [4][9]. Group 3: Market Positioning - The new Li Auto L9 is set to be released in the second quarter of this year, making it a noteworthy option for consumers looking to purchase a full-size flagship SUV this year [5][10].

港股 新能源车企股涨跌互现，蔚来-SW(09866.HK)涨超5%，理想汽车(02015.HK)、零跑汽车(09863.HK) 跟涨；小鹏汽车(09868.HK)、小米集团(01810.HK)均跌超1%。 ...