自本土市场新能源转型引爆以来，20万以上市场的快速增长已经成为显学，而仔细观察近期榜单，新能源市场另一个颇受瞩目的现象同样在强化。以11月 销量为例，来看看今天的新能源市场、乃至整体本土市场的演化—— | | 宏光MINIEV | 6 | Model 3 | | --- | --- | --- | --- | | | ★★★★★ 4.43分 3.28-9.99万 | ↑ 55 | ★★★★★ 4.35分 23.55-33.95万 | | 2 | Model Y | 7 | 问界M7 ★★★★★ 4.51分 | | 18 | ★★★★★ 4.40分 26.35-31.35万 | ↑ 11 | 24.98-37.98万 | | | 星愿 ★★★★★ 4.62分 | 8 | 海狮06 ★★★★★ 4.47分 | | | 6.88-9.88万 | 13 | 13.98-16.38万 | | 4 | 秦PLUS | 9 | 针7 | | J1 | ★★★★★ 4.60分 7.98-17.98万 | 11 | ★★★★★ 4.45分 17.98-21.98万 | | 5 | 小米YU7 | 10 | 泡喝 | | | ★ ...

Core Viewpoint - The article discusses the crackdown on a criminal gang involved in orchestrating negative information about electric vehicle brands, highlighting the organized and industrialized nature of these activities [1][3]. Group 1: Criminal Activities - The gang was responsible for a large number of negative articles targeting companies like Xiaomi, Huawei, and Li Auto, which were characterized by organized efforts to distort facts and maliciously defame these brands [1][6]. - The operation involved creating fake consumer experiences and amplifying isolated issues through manipulated content, severely damaging brand reputation and disrupting normal business operations [1][3]. Group 2: Investigation and Arrests - After a thorough investigation, the police identified over 3,000 negative articles linked to accounts with suspicious activity patterns, indicating a systematic operation likely run by "internet water armies" [3]. - The police analyzed over 80,000 pieces of online information and traced more than 100,000 financial transactions to uncover the gang's structure and operational methods, leading to the arrest of 12 suspects and the seizure of over 1 million yuan in illicit funds [3][6]. Group 3: Industry Response - Li Auto's legal department reported a surge in organized attacks against the company, emphasizing the serious implications of these actions on consumer trust and corporate reputation [6]. - In September, a joint initiative by multiple government departments was launched to address online chaos in the automotive industry, focusing on illegal profit-making, exaggerated claims, and malicious defamation [9].

今年7月份以来，小米公司、华为鸿蒙智行、理想汽车等企业先后报警称"某平台集中涌现大量针对其汽 车品牌的负面文章"。12月18日，南都N视频记者从烟台公安局获悉，烟台公安历时四个月，打掉一个 炒作新能源汽车负面信息的团伙，一举抓获12人、查扣资金百万、关停账号8000余个。 烟台警方打掉一个炒作新能源汽车负面信息的团伙。 烟台公安在通报中指出，小米公司、华为鸿蒙智行、理想汽车等企业先后报警称"某平台集中涌现大量 针对其汽车品牌的负面文章"。这些内容呈现出高度的组织化特征，有的串联炒作、歪曲解读，对企业 进行恶意诋毁；有的伪装身份、虚构场景，冒充消费者发布不实体验；更有甚者，通过搬运洗稿、批量 炮制，将个别问题放大渲染，甚至剪辑成短视频广泛传播，严重侵害企业品牌声誉，扰乱正常生产经营 秩序。 接警后，烟台公安展开侦查。办案人员对平台上3000余条负面文章逐一甄别后，发现均出自一批注册时 间短、活跃度异常、IP地址分散的账号，背后存在明显的产业化运作痕迹，疑似"网络水军"有预谋地进 行炒作引流并牟利。 在初步掌握犯罪事实后，烟台市公安局成立专案组，经进一步侦查，发现该团伙利用技术工具抓取"小 米""华为""理想"等 ...

那么，在汽车主业正面临增程市场格局生变、竞争空前激烈、公司营收承压并重陷亏损的当下，理想为 何要"兵出奇招"，闯入早已是红海的智能眼镜市场？ 笔者认为，这并非一次心血来潮的"跨界"，而是一套深思熟虑、攻守兼备的战略"组合拳"。首先，这是 一次应对主业压力的主动出击。在主业务承压之际，开辟一条具科技光环的"第二增长曲线"，能在资本 与舆论层面有效转移市场对短期财务表现的过度聚焦，为团队和投资者讲述一个关于未来的新故事。其 次，这是一次企业身份的重塑宣言。通过Livis，理想急切地试图撕下"汽车公司"旧标签，将自己重新定 义为具身智能企业。 这副眼镜正是其承载AI服务、无缝串联"车、家、人"三大场景的战略入口，其符号意义远大于作为配件 的硬件本身。更深层来看，这也是一次为长远技术护城河蓄能的隐秘工程。Livis作为用户在车外的感 官延伸，能够持续收集真实世界的第一视角、多模态数据。这些珍贵的数据流，将源源不断地反哺理想 的AI大模型与自动驾驶系统的迭代。 近日，理想汽车正式推出了首款量产AI眼镜——Livis。这款仅重36克的消费电子设备，被官方赋 予一个颇具野心的定义：最强人工智能附件。它的登场，远非一次简单的 ...

Core Insights - Major automotive companies are increasingly adopting AI as a core strategy for future development, with significant investments in AI technologies and models [1] - The automotive software industry is undergoing structural changes, shifting the value focus from traditional hardware manufacturing to software and services, with projections indicating a rise in software profit share from 6% in 2020 to 25% by 2030 [2][3] - The integration of software is fostering a new ecosystem that bridges various sectors, enhancing collaboration and resource efficiency across the automotive industry [3][4] Group 1: Industry Trends - The automotive software industry's value is transitioning from a "one-time sale" model to a "full-cycle service" model, with hardware profit share decreasing from 79% in 2020 to an expected 59% by 2030 [2] - The commercial value of in-vehicle operating systems is becoming increasingly significant, with the market projected to reach approximately 600 billion yuan by 2025 and exceed 1 trillion yuan by 2030 [3] - The future of automotive software development is expected to focus on integration, moving towards highly adaptive intelligent operating systems that support comprehensive resource management [4] Group 2: Challenges and Solutions - The automotive industry faces challenges in establishing a unified and open software and hardware ecosystem, with varying levels of openness and interface standards among chip manufacturers [7] - Collaboration between companies remains inefficient, often requiring extensive customization and debugging, which hampers the overall efficiency of solutions [7] - The industry is encouraged to adopt open-source models to build a unified technical foundation, reducing costs and fostering innovation through community collaboration [5][9] Group 3: Future Directions - The integration of advanced safety features and the expansion of collaborative boundaries are essential for building sustainable competitive advantages in the automotive sector [11] - The industry is exploring the incorporation of satellite technology into existing vehicle-road-cloud systems to enhance data and computational networks [12] - The relationship between AI and the automotive industry is expected to evolve, with AI becoming a critical component in the development of intelligent vehicles and applications [12]

Key Points - Apple is in talks with Indian semiconductor manufacturers to assemble and package iPhone chips in India, marking a shift from just final assembly to more complex semiconductor packaging [4][5] - Tencent has upgraded its large model research architecture, establishing new departments to enhance its AI capabilities, with a former OpenAI researcher appointed as chief AI scientist [7][8] - Xiaomi's new model, MiMo-V2-Flash, was launched by "genius girl" Luo Fuli, achieving a top 2 ranking among global open-source models [12] - MiniMax and Zhiyu have passed the Hong Kong Stock Exchange hearing, aiming to become the first publicly listed large model companies [21][22] - Neta Auto has established a new company named "Qianhe Auto" for restructuring purposes amid financial difficulties [24][25] - OPPO's executive shared a humorous experience of meeting a fan while undergoing dental surgery, highlighting the company's engagement with consumers [27][28] - Meta is planning layoffs in its metaverse department, reallocating resources towards AI smart glasses due to better market performance [44][45] - BYD has commenced comprehensive testing of its L3 autonomous driving technology, having completed over 150,000 kilometers of road validation [34] - Xiaomi plans to invest approximately 400 billion yuan in R&D in 2026, as part of a larger 2 trillion yuan investment over the next five years [40][41] - iRobot has entered bankruptcy and is being acquired by its main manufacturer, Sunkwan Group, which will retain the iRobot brand and continue operations in China [39][40]

"烟台公安"微信公众号12月17日消息，近日，烟台公安历时四个月，打掉一个炒作新能源汽车负面信息 的团伙，一举抓获12人、查扣资金百万、关停账号8000余个。 在初步掌握犯罪事实后，烟台市公安局成立专案组展开攻坚。经进一步侦查，发现该团伙利用技术工具 抓取"小米""华为""理想"等关键词，借助人工智能技术批量生产低质、雷同的"网络垃圾"，其目的仅仅 是为了赚取平台流量带来的收益。 为固定证据，专案组以犯罪团伙操控的海量虚假账号为突破口，层层梳理、抽丝剥茧，深入分析各类网 络信息8万余条，循线核查资金流水10万余条，全面厘清该团伙的组织架构、人员分工和完整作案流 程。在牢牢掌握证据后，专案组于烟台、聊城两地同步收网，成功抓获12名犯罪嫌疑人，查扣涉案资金 100余万元，关停违法网络账号8000余个，实现了对这一新型"网络水军"犯罪团伙的全链条、穿透式打 击。 今年7月份以来，小米公司、华为鸿蒙智行、理想汽车等企业先后报警称：某平台集中涌现大量针对其 汽车品牌的负面文章。这些内容呈现出高度的组织化特征：有的串联炒作、歪曲解读，对企业进行恶意 诋毁；有的伪装身份、虚构场景，冒充消费者发布不实体验；更有甚者，通过搬运 ...

此前，"芬兰小姐"莎拉·扎夫斯因扮"眯眯眼"鬼脸、恶意丑化亚洲人，深陷种族歧视风波，11日，扎夫斯因此被 赛事组委会取消头衔，扎夫斯本人也为此道歉。 【甲骨文带崩美股，三大指数齐跌，纳指跌近2%】 大家早上好！这里是今天的早报，每天早上，我都会在这里跟你聊聊昨夜今晨发生了哪些大事儿。 昨夜今晨 【芬兰总理正式向中韩日民众道歉】 芬兰总理奥尔波当地时间17日在社交媒体发文，正式向中国、韩国、日本民众道歉称，"种族主义和歧视在芬 兰社会没有立足之地"。 芬兰驻中国、韩国、日本大使馆在社交媒体平台也分别以三国语言发布奥尔波的声明。奥尔波在声明中表 示，"我为个别议员最近在社交媒体上发布的冒犯性言论致以诚挚的歉意。"声明称，这些言论不代表芬兰的价 值观，"种族主义和歧视在芬兰社会没有立足之地"。 美东时间周三，三大指数集体收跌，纳指跌近2%，投资者继续从人工智能（AI）概念股中撤出资金。此前有 消息称，甲骨文的一位主要投资方退出了其一个数据中心项目，再度引发市场担忧。 截至收盘，道琼斯指数跌0.47%，报47,885.97点；标普500指数跌1.16%，报6,721.43点；纳斯达克指数跌 1.81%，报22,693 ...

⑤美油主力合约收涨2.92%，报56.74美元/桶，布伦特原油主力合约涨2.85%，报60.6美元/桶； ⑥国际贵金属期货普遍收涨，COMEX黄金期货涨0.90%报4371.40美元/盎司，COMEX白银期货涨4.92% 报66.44美元/盎司； ⑦纽约尾盘，美元指数涨0.18%报98.40，离岸人民币对美元跌38个基点报7.0399； ⑧伦敦基本金属全线上涨，LME期锡涨3.05%报42275.00美元/吨，LME期铜涨1.30%报11742.50美元/ 吨，LME期铝涨1.03%报2906.00美元/吨，LME期锌涨0.99%报3071.50美元/吨，LME期铅涨0.98%报 1961.00美元/吨，LME期镍涨0.72%报14365.00美元/吨； ①美国三大股指全线收跌，道指跌0.47%报47885.97点，标普500指数跌1.16%报6721.43点，纳指跌 1.81%报22693.32点； ②大型科技股集体下跌，特斯拉跌超4%，英伟达跌近4%，谷歌跌超3%，苹果、脸书跌超1%，亚马逊 跌0.58%，微软跌0.06%； ③中概股多数下跌，世纪互联跌超3%，蔚来跌超3%，理想汽车跌超3%，小马智行跌近 ...

烟台公安将聚焦护航新质生产力使命任务，持续开展净网、打谣等系列专项行动，将法治力量持续转化 为保护新兴产业、激发市场活力的具体行动，为新兴产业发展筑牢网络安全屏障。 在初步掌握犯罪事实后，烟台市公安局成立专案组展开攻坚。经进一步侦查，发现该团伙利用技术工具 抓取"小米""华为""理想"等关键词，借助人工智能技术批量生产低质、雷同的"网络垃圾"，其目的仅仅 是为了赚取平台流量带来的收益。 为固定证据，专案组以犯罪团伙操控的海量虚假账号为突破口，层层梳理、抽丝剥茧，深入分析各类网 络信息8万余条，循线核查资金流水10万余条，全面厘清该团伙的组织架构、人员分工和完整作案流 程。在牢牢掌握证据后，专案组于烟台、聊城两地同步收网，成功抓获12名犯罪嫌疑人，查扣涉案资金 100余万元，关停违法网络账号8000余个，实现了对这一新型"网络水军"犯罪团伙的全链条、穿透式打 击。 12月17日，"烟台公安"微信公众号发布消息，近日，烟台公安历时四个月，打掉一个炒作新能源汽车负 面信息的团伙，一举抓获12人、查扣资金百万、关停账号8000余个。 今年7月份以来，小米公司、华为鸿蒙智行、理想汽车等企业先后报警称：某平台集中涌现大量 ...