责任编辑：江钰涵 新浪科技讯 9月24日下午消息，针对理想汽车长春航展海报相关争议，理想汽车向新浪科技回应称，我 们此前确实通过非正式渠道收到了"中国航空工业文化中心"的函件图片，关注到对《与国同梦、与家同 行》主题海报的授权质疑。鉴于涉及航空相关议题，我司高度重视，已在收到函件图片后第一时间暂停 相关宣传，并主动与"中国航空工业集团有限公司品牌运营管理中心"和"中国航空工业文化中心"建立联 系沟通、开展核实。 理想汽车方面表示，函件图片中提到的"《与国同梦、与家同行》主题宣传"，是理想汽车长春销售公司 与长春航空展的合作项目之一，围绕航空展主题发布相关活动信息。该主题使用之前也与长春航空展方 面做过沟通与确认。公众看到的另一张"理想MEGA与长春航展主体大楼同框"的图片，系在长春航空展 运营服务供应商允许下，对保障用车与航展中心建筑进行的现场摄制。 作为"2025长春航空展保障车"，理想MEGA能够在航展现场与先进装备同框，我们深感自豪。感谢各方 关注，相关进展将及时告知。 ...

【市场点评】 隔夜，鲍威尔在一场商会活动上发表演讲，其重申了上周利率决议后记者会上所强调的重点：在上周的 会议上，美联储将基准利率下调至4%–4.25%区间，这是2025年的首次降息。鲍威尔当时称，这一举措 是"风险管理式降息"，旨在应对劳动力市场日益明显的预警信号。 另外他还指出，近期通胀风险偏上行，就业风险则偏下行——这是一种有挑战的局面。双向风险意味着 没有毫无风险的路径。如果货币政策的放松力度过大，我们可能无法有效控制通胀，并可能需要未来为 实现2%的通胀目标而调整政策。如果货币政策收紧的时间过长，劳动力市场可能会不必要地疲软。在 这种目标存在矛盾的情况下，政策框架要求我们在实现双重使命时保持平衡。 来源：市场资讯 （来源：要闻君） 美东时间周二(9月23日)，受美联储主席鲍威尔讲话影响，美股终结连涨势头，三大股指集体收跌暂离 高位，纳指跌近1%，科技巨头普遍回调，英伟达跌近3%。鲍威尔认为，相对于历史水平，某些资产价 格偏高，从许多指标看，股市(美股)估值相当高。 截至收盘，标普500指数跌0.55%，报6656.92点；道琼斯指数跌0.19%，报46292.78点；纳斯达克指数跌 0.95%，报2 ...

Core Viewpoint - The article discusses the evolution of autonomous driving technology, highlighting the competitive landscape among major tech companies, automakers, and startups, and how advancements are reshaping transportation methods [2][3]. Group 1: Tesla's Development - Tesla is recognized as a pioneer in autonomous driving, with its aggressive data-driven approach that discards traditional methods like LiDAR and high-definition maps in favor of pure visual perception [6]. - The development path includes the transition from modular designs to end-to-end neural networks, aiming to make AI think and drive like humans [6]. - Key technologies introduced include BEV (Bird's Eye View) and Occupancy Network, enhancing spatial awareness and reducing reliance on high-definition maps [8][12]. Group 2: Huawei's Progress - Huawei's ADS technology has evolved from multi-sensor fusion and high-definition map reliance to a "mapless" approach, enhancing perception algorithms and ultimately leading to end-to-end model applications [23]. - The ADS 1.0 version relied on multiple sensors and high-definition maps, while ADS 2.0 marked a breakthrough in "mapless" driving [25][26]. - The latest ADS 3.0 aims for full scene intelligent driving, integrating advanced perception networks and optimizing hardware for better performance [28]. Group 3: Momenta's Strategy - Momenta employs a dual strategy of data-driven algorithms and mass production of autonomous driving products, creating a feedback loop for continuous improvement [33]. - The company focuses on low-cost automated mapping and crowd-sourced map updates, enhancing its capabilities in complex environments [35]. Group 4: Horizon's Path - Horizon has developed a unique path from automotive-grade AI chips to full-stack solutions, emphasizing software and hardware collaboration for efficiency [47]. - The company has progressively advanced from early ADAS prototypes to L2+ and L3 capabilities, with plans for broader applications in 2025 [49][50]. Group 5: Xiaopeng's Evolution - Xiaopeng's autonomous driving journey reflects a shift from multi-sensor fusion and high-definition maps to a "mapless" approach, driven by AI large models [79]. - The XPILOT series has evolved from basic parking assistance to advanced highway and urban navigation capabilities, with significant improvements in system generalization [81][90]. Group 6: NIO's Development - NIO's approach is characterized by a cautious evolution from collaborative development to full-stack self-research, focusing on safety and reliability [98]. - The introduction of the World Model NWM in 2025 signifies a new phase in NIO's autonomous driving capabilities, enhancing cognitive and reasoning abilities [110].

美东时间周二，因投资者对人工智能（AI）牛市趋势的可持续性产生担忧，三大指数集体收跌，纳指跌约1%，跌幅主要来自英伟达、甲骨文和亚马逊等AI 相关股票。 （三大指数日内走势图，来源：TradingView） 截至收盘，道琼斯指数跌0.19%，报46,292.78点；标普500指数跌0.55%，报6,656.92点；纳斯达克指数跌0.95%，报22,573.47点。 此前，三大指数均连续三个交易日创下历史新高。 英伟达股价下跌2.8%。此前一天，该芯片巨头宣布将向OpenAI投资最高1000亿美元，这一消息曾推高公司股价并带动整体股市上涨。 然而，部分投资者重新审视这一客户与供应商之间的交易，认为其与互联网泡沫时期的交易类似。同时，市场也对两家明星AI公司是否拥有足够能源支持 其扩张计划表示质疑。 甲骨文周二下跌4.4%，公司近三个月因乐观的AI销售预期上涨逾50%。 热门中概股普遍收跌，纳斯达克中国金龙指数跌2.22%，阿里巴巴跌0.71%，京东跌2.92%，拼多多跌0.04%，蔚来涨0.29%，小鹏汽车跌0.80%，理想汽车跌 1.65%，哔哩哔哩跌4.02%，百度跌8.09%，网易涨0.39%，腾讯音乐跌 ...

Core Viewpoint - The majority of popular Chinese concept stocks experienced a decline on Tuesday, with the Nasdaq Golden Dragon China Index dropping by 2.22% [1] Group 1: Stock Performance - NIO saw a slight increase of approximately 0.14% [1] - Alibaba experienced a decrease of 0.72% [1] - Ctrip, Li Auto, and Tiger Brokers all fell by over 1% [1] - Sohu and JD.com dropped by more than 2% [1] - Kingsoft Cloud declined by about 4% [1] - Baidu suffered a significant drop of over 8% [1]

Group 1 - The company Klépierre has issued a €500 million inaugural green bond with a 12-year maturity and a coupon of 3.75%, marking the longest tenor for a European REIT in the euro debt capital markets since 2022 [2] - This issuance reflects strong investor demand for Klépierre's long-term bonds, which are rated in the A range, the highest levels within the European listed real estate sector [2] Group 2 - Klépierre is recognized as the European leader in shopping malls, focusing exclusively on continental Europe, with a portfolio valued at €20.6 billion as of June 30, 2025 [3] - The company's shopping centers attract over 700 million visitors annually and are located in more than 10 countries across Continental Europe [3] - Klépierre is listed on Euronext Paris and included in various indexes, such as CAC Next 20 and EPRA Euro Zone, as well as ethical indexes like CAC SBT 1.5 and MSCI Europe ESG Leaders, highlighting its commitment to sustainable development and climate change initiatives [3]

Core Viewpoint - The demand for large six-seat SUVs is significantly driven by multi-child families and urban immigrants, indicating a robust market potential for this segment in the coming years [2][10][11]. Group 1: Market Dynamics - The launch of several new models, including the 2026 Tengshi N9 and Galaxy M9, has generated substantial pre-order interest, with Galaxy M9 achieving over 23,000 orders in 24 hours [3]. - The large six-seat SUV market has seen rapid growth, with the market size expected to reach 600,000 units in 2024 and potentially exceed 1 million units by 2027 [13]. - The market is characterized by a significant imbalance among different energy types, with range-extended vehicles dominating sales due to their practicality and user experience [16][17]. Group 2: Consumer Segmentation - The primary consumers of large six-seat SUVs are multi-child families, particularly those with two or three generations living together, who require spacious vehicles for daily use and long-distance travel [6][10]. - Urban immigrants, often with busy lifestyles, also contribute to the demand for large six-seat SUVs, as they may need to transport multiple family members [7][10]. - The demand for these vehicles typically emerges when the youngest child reaches the age of 3-6 years, indicating a lag in immediate purchasing following the birth of a second child [11]. Group 3: Energy Type Trends - The market is divided into three main energy types: pure electric, range-extended, and plug-in hybrid, with range-extended vehicles currently leading in sales [14][16]. - The pure electric segment is expected to grow as more models enter the market, but it is anticipated that the overall scale will remain smaller compared to range-extended and hybrid vehicles due to cost and consumer preferences [22]. - The plug-in hybrid market faces challenges from traditional fuel vehicles, making rapid market penetration difficult despite the presence of several competitive models [21]. Group 4: Future Outlook - The large six-seat SUV market is projected to continue growing, with new entrants and technological advancements expected to drive sales, particularly in the entry-level hybrid and mid-range electric segments [27]. - However, the market's growth may face limitations due to practical challenges associated with larger vehicles, such as parking and operational costs [28]. - The potential market ceiling for large six-seat SUVs is estimated at around 3 million units annually, indicating significant room for growth compared to current projections [28].

点 击 蓝 字 关 注 我 们 目 录 行业自责 1、赛力斯、比亚迪、小米汽车等十多家车企宣布积极响应中汽协《汽车整车企业供应 商账款支付规范倡议》 2、国家统计局：我国 8 月 3D 打印设备、新能源汽车、工业机器人等产品产量同比分 别增长 40.4%、22.7%、14.4% 3、"澳车北上"持续升温 拱北海关备案车辆已超 5 万辆次 9、亿纬理能:已在固态电池领域进行技术布局,并做了相关产业规划 10、富士康旗下合资公司将于 12 月启动中东工厂建设 11、华为 ADS 4 智驾系统支持 WEWA 架构: 45EFLOPS 云端 AI 算力+10 亿公里高质 量训练数据 14、国家能源局:我国电动汽车充电基础设施（枪）总数达到 1734.8 万个,同比增长 53.5% 政策信息 4、新能源汽车险亏损现象正在逐步改善 5、蔚来旗下南京能源公司增资至 2.5 亿 增幅 1150% 6、北京新能源汽车保有量超 119 万辆 7、李家超：香港支持市场发展换电型电动车及自动化换电站技术 8、宁德时代签约 21 世纪创新研发与试验中试基地等多个项目 12、香港将批三个区域用于自动驾驶测试 13、孚能科技:公司第三代半 ...

Group 1 - Most Chinese concept stocks in the US pre-market are down, with Xpeng Motors up by 0.7% [1] - Alibaba remains flat, while Pinduoduo is down by 0.9% [1] - Li Auto is down by 1%, and JD.com, Bilibili, and BeiGene are down by 2% [1] - Baidu experiences a decline of 3% [1]

Core Viewpoint - The collaboration between Li Auto and battery manufacturer Xinwanda marks a significant step in the competitive landscape of the new energy vehicle industry, as Li Auto begins to develop its own batteries through a newly established joint venture, Shandong Li Auto Battery Co., Ltd [1] Group 1 - The new company will focus on the research, production, and sales of automotive batteries, emphasizing high energy density and ultra-fast charging capabilities [1] - The Li Auto i8 utilizes a 90.1 kWh 5C ternary lithium battery, capable of charging from 20% to 80% in just 30 minutes, with a maximum charging power exceeding 1000 kW [1] - The battery features an energy density of over 300 Wh/kg, longer lifespan, and enhanced safety, having passed rigorous tests for overcharging and short circuits [1] Group 2 - On September 19, CATL announced a five-year comprehensive strategic cooperation agreement with Li Auto, which was formalized in a signing ceremony [2] - The partnership will focus on battery safety and ultra-fast charging technology, aiming to expand both domestic and international business while driving battery technology innovation and global layout [2] - As a long-term partner, CATL will supply Li Auto with high-performance, high-safety, and high-quality power battery systems, including but not limited to ternary lithium batteries, M3P batteries, lithium iron phosphate batteries, and sodium-ion batteries [2]