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国联如何看待理想汽车在AI的布局
AIRPO· 2025-01-06 16:26
Remain on the line 根据证券期货投资者适当性管理办法本次电话会议仅服务于国联证券研究所白名单客户本次会议在任何情形下都不构成对会议参加者的投资建议相关人员应自主作出投资决策并自行承担投资风险国联证券不对任何人因使用会议内容而引致的任何损失承担任何责任 各位投资人大家下午好首先非常感谢大家参加本次电话会议我是国联汽车的首席分析师 今天给大家分享的主题是如何看待理想汽车在AI的布局这个报告会分成两个部分一个是这事情的缘由是因为理想在去年年底做了一个理想talk对于理想汽车未来的整个布局做了一个比较详细的阐述 然後L4階段就是高度自動駕駛高度自動駕駛就是成為住宅階段就是他可以就是你定好了就是我要去哪然後他就自主的去幫你去從目的地到目的地從車位到車位然後包括能夠去實現幫你接孩子上下班放學這些 然后最后就L5就是完全的政治驾驶就A进的阶段他就可以去作为一个Robot给你去帮你去这个你上班的时候他可以去给你去挣钱然后这个就是把这个三个阶段就是跟这个政治驾驶可以对接起来然后我们去从这个理想现阶段在车阵里面做的这个事呢目前做的这个模型的是端到端加VLM 端到端实际上就是说它输入的信息是传感器获得的周边的各种 ...
What's Happening With Li Auto Stock?
Forbes· 2025-01-03 14:00
A logo of Chinese electric car company Li Auto is seen in its retail store at a shopping mall in ... [+] Beijing on August 12, 2021. (Photo by JADE GAO / AFP) (Photo by JADE GAO/AFP via Getty Images)AFP via Getty ImagesLi Auto , the largest of the emerging EV players in China, delivered 58,513 vehicles for December 2024, an increase of 16.2% year-over-year. Sales were also up by roughly 20% from November. Deliveries for the full year stood at a little over half a million vehicles, which is a new milestone f ...
理想汽车20241231
汽车之家· 2025-01-02 01:12
我们知道理想在节前通过三天的连续直播详细的讲了一些关于AI以及自动驾驶的很多的一些细节我们今天也是给大家介绍一下这一类公司介绍中关于AI相关的一些内容以及背后的效果当然也包括对理想汽车后续的展望 因此我们认为AI对理想自动驾驶的效果已经得到了显现包括自动驾驶的使用里程那就是数据积累以及中高配的销量我们认为这个效果在2025年会更加的明显并且被大家所认知成为AI在汽车领域落地并且起效的一种典范那么考虑到理想目前2025年有希望获得130亿以上的利润 我们今天简单首先抱歉首先说一下就是理想他所披露的为什么要去做这一类的机动驾驶那么根据理想汽车的交流他们认为辅助驾驶阶段其实最多只能算是一个功能比如说最简单的辅助驾驶可能很多消费者会觉得跟一个座椅加热没有什么本质的区别 所以说理想我们根据公司的披露其实他在自动驾驶方面的这种投入是非常早的他们其实在2018年开始就非常系统性的去研究自动驾驶那么在2020年之后开始系统性的去把 那么他详细讲述了为什么首先为什么去改用了这个大模型而不是 同时理想团队其实也是去到美国也体验了很多像包括特斯拉等等那么其实他们跟特斯拉的这个思路还是比较一致的或者也可以说比较坚定的拥抱了特斯拉所开 ...
Li Auto Inc. December 2024 Delivery Update
GlobeNewswire· 2025-01-01 03:05
BEIJING, China, Jan. 01, 2025 (GLOBE NEWSWIRE) -- Li Auto Inc. (“Li Auto” or the “Company”) (Nasdaq: LI; HKEX: 2015), a leader in China’s new energy vehicle market, today announced that it delivered 58,513 vehicles in December 2024, reflecting a 16.2% year-over-year increase. Total deliveries for the full year of 2024 reached 500,508 vehicles, bringing the Company’s cumulative deliveries to 1,133,872. Li Auto’s December delivery represents a new monthly high. With this milestone, the Company has achieved an ...
如何看待理想汽车的AI talk系列访谈以及理想汽车的投资机会
AIRPO· 2024-12-31 01:34
Industry and Company Involved * **Company**: Ideal Auto * **Industry**: Electric Vehicles (EVs), Autonomous Driving, AI Core Points and Arguments 1. **AI Upgrade Impact on Ideal Auto**: Ideal Auto discussed the impact of AI upgrades on their business, emphasizing the significance of the "Model Chair" (a combination of language and spatial models) as the operating system and programming language of the AI era. This model is expected to drive the development of various AI products and applications, and is a key factor in Ideal Auto's strategy to expand beyond traditional car manufacturing. 2. **Industry Trend Analysis**: Ideal Auto identified several key trends in the industry, including the importance of the "Model Chair" as the operating system and programming language of the AI era, the potential of AI products and applications, and the competitive landscape of AI development. 3. **Ideal Auto's AI Development**: Ideal Auto has been working on AI development since 2022, aiming to become a leader in language models for autonomous driving in China. They have released three generations of MAD GPT, the first company to integrate large models into vehicles. They also highlighted their technical foundation, including language models and spatial models, and their AI products such as Ideal Mate and advanced autonomous driving capabilities. 4. **Impact of AI Upgrade on Ideal Auto**: The AI upgrade is expected to have a profound impact on Ideal Auto, including strategic changes, organizational restructuring, and business model transformation. The company's growth potential is expected to increase significantly as it expands beyond traditional car manufacturing into AI and other related fields. 5. **Ideal Auto's Vehicle Business**: Ideal Auto's vehicle business is expected to benefit from the AI upgrade and market trends. The company's products, including plug-in hybrid and pure electric vehicles, are expected to perform well in the competitive landscape, particularly in the 300,000 yuan and above high-end market. The company's pure electric vehicle lineup is also expected to gain traction as the market evolves. 6. **Valuation and Market Potential**: Ideal Auto's current valuation does not fully reflect the potential of its pure electric vehicle and AI businesses. The company's market potential is expected to increase significantly as it expands its product lineup and enters new markets. Other Important Points * **Data and Compute Power**: Ideal Auto highlighted the importance of data and compute power in AI development. They have accumulated a large amount of high-quality data from their vehicle sales and are investing in advanced computing capabilities to support their AI research and development. * **Talent Attraction**: Ideal Auto has been actively attracting talent in the AI field to support its research and development efforts. They have also established strategic partnerships with leading AI companies to enhance their capabilities. * **Market Trends**: Ideal Auto discussed the changing market trends in the automotive industry, including the increasing demand for high-end electric vehicles and the growing importance of autonomous driving technology.
American Lithium Announces Trading On the OTCQX Market
GlobeNewswire· 2024-12-30 12:00
VANCOUVER, British Columbia, Dec. 30, 2024 (GLOBE NEWSWIRE) -- American Lithium Corp. (“American Lithium” or the “Company”) (TSX-V: LI | OTCQX: AMLIF | Frankfurt: 5LA1) is pleased to report that the Company has qualified to trade on the OTCQX® Best Market, effective today under the symbol “AMLIF.” The Company previously traded on NASDAQ. U.S. investors can find current financial disclosure and Real-Time Level 2 quotes for the company on www.otcmarkets.com. Trading on the OTCQX Market offers companies effici ...
Li Auto Aims to Become AI Company & Produce Humanoid Robots
ZACKS· 2024-12-27 14:20
Li Auto Inc. (LI) , a leading Chinese competitor to Tesla, Inc. (TSLA) in the electric vehicle (EV) market, is aiming to reposition itself as an artificial intelligence (AI) company with ambitions to eventually produce humanoid robots, per Li Xiang, Li’s founder and CEO. This strategic shift aligns with China's broader focus on robotics innovation to drive economic growth amid rapid AI advancements.Per Li, AI is central to Li Auto’s future. The company is striving for its foundational AI model to rank among ...
美股三大指数低开 理想汽车涨4.38%
证券时报网· 2024-12-26 14:37
证券时报网讯,美股三大指数低开,道指跌0.40%,纳指跌0.26%,标普500指数跌0.31%。 特斯拉涨0.62%,高通跌1.23%,英特尔跌0.83%。 纳斯达克中国金龙指数涨0.09%,理想汽车涨4.38%,小鹏汽车涨1%。 校对:陶谦 ...
李想“隐退”九个月后高调发声,要将理想汽车打造成AI公司
证券时报网· 2024-12-26 04:57
自理想MEGA上市失利以来,曾经每日更新社交媒体动态的理想汽车CEO李想,已经连续九个月没有真 正意义上的对外发声。直至12月25日,李想现身视频节目中分享自己对人工智能的看法,以及理想汽车 智能驾驶和人工智能技术应用的最新规划。 在李想看来,通用人工智能的实现分为三个阶段。第一个阶段,人工智能增强人的能力,决策权和责任 归属用户,如L3级自动驾驶;第二个阶段,人工智能将会变成人类的助手,可以独立完成人类发布的 连续任务,并对结果承担责任。 第三个阶段,是李想希望实现的终极阶段,他将之称为"硅基家人",人类不需要给人工智能任何指示, 后者能够自主衡量、自主行动,帮助用户管理生活。他预测发展到第三阶段时,人类的记忆也会得以延 续,即便肉体不复存在,但是记忆会变成通用人工智能的一部分。李想认为他和团队能够在有生之年实 现第三个阶段。 "理想同学"AI大模型APP将于12月27日正式上线,将把理想汽车的智能体验从车内延伸到手机端。 更长远来看,理想希望先在中国市场获得第一,然后再考虑在受美国限制以外的市场争夺榜首位 置。"只要所有的中国企业不放弃,有可能产生全球领先的AI企业。" 李想对此解释称,理想早期融资能力不 ...
KLÉPIERRE TO RELEASE FULL-YEAR 2024 RESULTS ON FEBRUARY 12, 2025, AFTER MARKET CLOSE
GlobeNewswire· 2024-12-19 16:45
REGULATED RELEASE KLÉPIERRE TO RELEASE FULL-YEAR 2024 RESULTS ON FEBRUARY 12, 2025, AFTER MARKET CLOSE Paris, December 19, 2024 Klépierre will publish the documents related to its 2024 full-year earnings on Wednesday February 12, 2025, after market close. Following the earnings release, the Executive Board will be presenting the 2024 full-year results on the same day, during a Conference call. AGENDA February 12, 2025 2024 full-year earnings (after market close)INVESTOR RELATIONS CONTACTS Paul Logerot, Gr ...