消息面上，8月13日下午，理想汽车官方微博发文称，从8月20日开始，理想i8的第一批交付将在全国陆 续开启。"到9月底，我们将保障超过8000台的理想i8交付到用户手中，同时我们将与供应链伙伴一起， 向10000台的交付发起挑战，争取让更多用户在国庆假期前提到新车。"随后，理想汽车创始人李想也发 文表示，9月目标之一：理想i8交付超越8000，挑战一万。 理想汽车-W(02015)涨超3%，截至发稿，涨3.35%，报97.2港元，成交额22.26亿港元。 ...

Core Insights - Li Auto announced updated delivery timelines for its Li i8 model, with first deliveries starting on August 20 and a target of over 8,000 units by the end of September [1] - The company aims to challenge a delivery goal of 10,000 units before the National Day holiday, indicating strong demand and production capabilities [1] - Following a price adjustment, the daily order volume for the Li i8 has significantly increased, with optimistic sales forecasts from analysts [2] Group 1 - Li Auto updated the expected delivery time for the Li i8 on its official platforms, allowing confirmed customers to check the latest delivery information via the app [1] - The first batch of Li i8 deliveries is set to begin on August 20, with a commitment to exceed 8,000 units by the end of September [1] - Customers have reported changes in their delivery timelines, with some seeing their expected delivery time reduced to as little as 1-3 weeks [1] Group 2 - The Li i8 was officially launched on July 29, receiving approximately 3,000-5,000 pre-orders within the first 24 hours [1] - Following a configuration adjustment and price reduction from 369,800 to 339,800 yuan, the daily order volume has seen a notable increase [2] - Goldman Sachs maintains a positive outlook, predicting monthly sales for the Li i8 could reach 6,000 units [2]

Core Viewpoint - The article discusses the launch of the Li Auto i8, which is the first model equipped with the VLA driver model, highlighting its advancements in understanding semantics, reasoning, and human-like driving intuition [2][7]. Summary by Sections VLA Driver Model Capabilities - The VLA model enhances four core capabilities: spatial understanding, reasoning ability, communication and memory, and behavioral ability [2]. - It can comprehend natural language commands during driving, set specific speeds based on past memories, and navigate complex road conditions while avoiding obstacles [5]. Industry Trends and Educational Initiatives - The VLA model represents a new milestone in the mass production of autonomous driving technology, prompting many professionals from traditional fields to seek transition into VLA-related roles [7]. - The article introduces a new course titled "End-to-End and VLA Autonomous Driving," designed to help individuals transition into this field by providing in-depth knowledge and practical skills [21][22]. Course Structure and Content - The course covers various topics, including end-to-end background knowledge, large language models, BEV perception, diffusion model theory, and reinforcement learning [12][26]. - It aims to build a comprehensive understanding of the research landscape in autonomous driving, focusing on both theoretical and practical applications [22][23]. Job Market and Salary Insights - The demand for VLA/VLM algorithm experts is high, with salary ranges for positions such as VLA model quantization deployment engineers and VLM algorithm engineers varying from 40K to 120K [15]. - The course is tailored for individuals looking to enhance their skills or transition into the autonomous driving sector, emphasizing the importance of mastering multiple technical domains [19][41].

8月12日晚，抖音黑板报官方微博也就此事作出回应：平台在收到理想汽车投诉举报后，积极核实处 理，对其中违反社区规则的内容予以处置。 北京商报讯（记者 蔺雨葳）8月13日，针对近期"网络平台出现大量关于理想车主负面言论"一事，理想 汽车法务部在微博回应称，"我们欢迎舆论监督，我们倾听用户心声。但凡是见不得光的黑力量，挑战 法律底线的，必将承担法律后果。" 平台依据《抖音社区热点信息和账号治理规则（试行）》，主动对借事件不当蹭热、恶意炒作的内容及 账号予以处置，包括但不限于：借此事炒作营销、同质化演绎恶搞或拍摄"理想车主乱停车"、人身攻击 理想车主、自行修改头像谎称被"封禁"等。 ...

Core Viewpoint - Deutsche Bank's report suggests that the recent weakness in Li Auto's stock price may present a buying opportunity, particularly with the upcoming launch of the i6 model aimed at the mass market [1] Summary by Relevant Sections Stock Performance - Li Auto's stock has experienced a decline, attributed to market concerns regarding the order flow for the newly launched i8 model [1] - As of early August, the company's nationwide weekly new orders decreased by approximately 29% month-over-month [1] Market Sentiment - Negative comments on social media regarding the company's safety-related advertising campaigns may have contributed to the decline in orders [1] - The relatively small market for high-end electric SUVs could also be a factor in the reduced order flow [1] Future Outlook - Deutsche Bank anticipates that the new order flow for Li Auto will begin to recover starting at the end of the month [1]

Core Viewpoint - The controversy surrounding the "large table board" priced at 1699 yuan in the Li Auto i8 highlights a shift in consumer perception and expectations in the electric vehicle market, contrasting with competitors who focus on advanced technology [1][5][6] Group 1: Product Features and Market Perception - The "large table board" has been criticized as a gimmick, with comparisons made to competitors NIO and Xpeng, who are perceived to be advancing in "black technology" [5][6] - Li Auto's focus on comfort features like the "large table board" raises questions about whether the company is prioritizing the right aspects of vehicle development [6][8] - The practicality of the "large table board" is debated, as it may not appeal to a broad audience despite its potential benefits for specific users [8][13] Group 2: Industry Comparisons and Criticism - Other automakers, such as Ferrari, have criticized the trend of adding non-essential features, arguing that it detracts from the core driving experience [11] - The backlash against Li Auto's comfort features is seen as a reaction to perceived over-marketing rather than a rejection of the features themselves [14][23] - Competitors like BYD and Dongfeng Fengshen are also incorporating similar comfort features, indicating a market acceptance of such configurations [13][15] Group 3: Technological Developments - Li Auto is advancing its VLA driver model, which allows for voice command control, positioning itself as a leader in the application of this technology among new energy vehicle brands [16][19][22] - The VLA technology is being developed in parallel with similar initiatives from competitors, highlighting a competitive landscape in the EV sector [19][22] - Despite criticisms, Li Auto's focus on family-oriented features has resonated with consumers, contributing to its market success [23][24]

理想汽车法务部也于8月7日发文称，近日公司收到多位车主举报，反映各网络平台集中出现大量针对理想车主负面评价的误导性信息，极大 损害了理想汽车用户形象，致使理想汽车用户线上线下生活遭受严重侵扰。同时"发现在抖音等平台存在冒用'理想汽车法务部'名义注册账号 的情况。" 8月12日，抖音黑板报发文称，近期，网络上出现大量关于"理想车主"的讨论，其中部分内容存在误导、攻击言论。平台在收到理想汽车公司 投诉举报后，积极核实处理，对其中违反社区规则的内容予以处置。 抖音黑板报进一步称，主动对借事件不当蹭热、恶意炒作的内容及账号予以处置，包括但不限于：借此事炒作营销、同质化演绎恶搞或拍 摄"理想车主乱停车"、人身攻击理想车主、自行修改头像谎称被"封禁"等。 近期，理想汽车CEO李想针对理想汽车遭遇的网络负面舆情指出，理想汽车每次新车发布前后都会遭遇大量负面言论。 CEO李想更是称，"公司已经知晓背后操控水军的品牌及专业水军机构。" ...

格隆汇8月13日｜理想汽车法务部发文："我们欢迎舆论监督，我们倾听用户心声。但凡是见不得光的黑 力量，挑战法律底线的，必将承担法律后果。" 8月12日，抖音黑板报发文称 ："近期，网络上出现大量 关于"理想车主"的讨论，其中部分内容存在误导、攻击言论。平台在收到理想汽车公司投诉举报后，积 极核实处理，对其中违反社区规则的内容予以处置。 平台依据《抖音社区热点信息和账号治理规则(试 行)》，主动对借事件不当蹭热、恶意炒作的内容及账号予以处置，包括但不限于：借此事炒作营销、 同质化演绎恶搞或拍摄"理想车主乱停车"、人身攻击理想车主、自行修改头像谎称被"封禁"等。 一直 以来，抖音持续整治"涉企侵权信息"，健全涉企侵权信息投诉举报处理机制；同时展开专项服务，保护 企业合法权益。我们也呼吁广大用户理性沟通、友善表达，不要发布不实、过激以及侵权言论。抖音将 持续努力，为用户、企业创造安全、可信任的交流空间，共建清朗的网络环境。" 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。 ...

平台依据《抖音社区热点信息和账号治理规则（试行）》，主动对借事件不当蹭热、恶意炒作的内容及 账号予以处置，包括但不限于：借此事炒作营销、同质化演绎恶搞或拍摄"理想车主乱停车"、人身攻击 理想车主、自行修改头像谎称被"封禁"等。 一直以来，抖音持续整治"涉企侵权信息"，健全涉企侵权信息投诉举报处理机制；同时展开专项服务， 保护企业合法权益。我们也呼吁广大用户理性沟通、友善表达，不要发布不实、过激以及侵权言论。抖 音将持续努力，为用户、企业创造安全、可信任的交流空间，共建清朗的网络环境。 新京报讯 针对近期"网络平台集中出现大量针对理想车主负面评价"一事，8月13日，理想汽车法务部在 其微博回应，称"我们欢迎舆论监督，我们倾听用户心声。但凡是见不得光的黑力量，挑战法律底线 的，必将承担法律后果。" 8月12日晚，抖音也就此事作出回应： 近期，网络上出现大量关于"理想车主"的讨论，其中部分内容存在误导、攻击言论。平台在收到理想汽 车公司投诉举报后，积极核实处理，对其中违反社区规则的内容予以处置。 8月7日，理想汽车法务部发文表示，公司收到多位车主举报，反映各网络平台集中出现大量针对理想车 主负面评价的误导性信息，极 ...

Group 1 - The legal department of Li Auto expressed its stance on public scrutiny and emphasized that any unlawful actions will face legal consequences [1] - Douyin responded to recent issues raised by Li Auto regarding personal attacks on its car owners, stating that it will take action against inappropriate content and accounts that exploit the situation for marketing or malicious purposes [1] - Douyin's measures include addressing content that mocks or attacks Li Auto car owners, as well as false claims of account bans [1]