Core Viewpoint - The launch of the Livis AI glasses marks a strategic pivot for Li Auto, aiming to redefine the boundaries of an automotive company in the era of embodied intelligence [2][4][12]. Industry Positioning - Li Auto enters the competitive smart glasses market, which is already crowded with major players like Meta and Google, indicating a significant strategic move to position itself beyond traditional automotive manufacturing [4][5]. - The Livis glasses are seen as a critical component of Li Auto's vision for "automotive robots," enhancing the sensory capabilities of vehicles and expanding the company's ecosystem [6][9]. Technological Framework - Li Auto's strategy emphasizes the development of a comprehensive AI system that integrates perception, modeling, and operating systems, with Livis serving as the first practical application of this system outside the vehicle [12][23]. - The company is building a "visual-language-action" (VLA) model to enhance the understanding of the physical world, positioning the Livis glasses as a key tool for data collection and environmental awareness [9][10]. Product Development and Philosophy - The Livis glasses weigh only 36 grams, setting a new industry standard for lightweight design, which is crucial for user comfort during extended wear [14]. - Livis OS, a specialized operating system for the glasses, optimizes power consumption and enables a typical battery life of 18.8 hours, significantly outperforming competitors [15][17]. User Experience and Interaction - The glasses are designed for quick interaction, achieving a wake-up time of 300 milliseconds and an end-to-end response time of 800 milliseconds, facilitating a seamless user experience [17]. - Livis enhances vehicle control through voice commands, allowing users to perform tasks like adjusting climate settings without needing to physically interact with the vehicle [20][22]. Ecosystem and Global Strategy - Li Auto's collaboration with Zeiss for high-quality optical lenses not only improves product quality but also facilitates entry into global markets through Zeiss's extensive distribution network [23][24]. - The Livis glasses may serve as a precursor to Li Auto's automotive products in international markets, helping to establish brand recognition and gather user data for future developments [25].

以下文章来源于自动驾驶数据挖掘 ，作者黑客与作家 自动驾驶数据挖掘 作者 | 逆光飞翔2020 编辑 | 自动驾驶之心 原文链接： https://zhuanlan.zhihu.com/p/1980048833590339263 点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近30个 方向 学习 路线 >>自动驾驶前沿信息获取 → 自动驾驶之心知识星球 本文只做学术分享，如有侵权，联系删文 导读 破解"端到端模型长尾故障"痛点！现有端到端自动驾驶模型受限于训练数据中的罕见安全关键场景（长尾问题），手动收集此类数据成本高、风险大。西湖大学+理 想汽车+天津大学联合提出 CorrectAD自校正智能体系统 ，实现四重突破： 实验验证：在nuScenes和内部挑战性数据集上，分别修复62.5%和49.8%的故障案例，碰撞率降低39%和27%，为自动驾驶模型的持续优化提供自动化、低成本解决方 案。 推荐理由 1 核心概念：关键定义与术语解析 1.1 当前痛点 1. 手工数据收集成本极高 长尾故障（Long-tail Failure，如低能见度碰撞、密集车流绕行失效）罕见且危险，手工收集标注 ...

Group 1 - Hema acknowledged issues with strawberry cakes sold, affecting approximately 60 units across 7 stores due to ingredient handling errors [2] - Wanda Group has a new enforcement order for over 1.7 billion yuan, with over 6.9 billion yuan in total enforcement amounts against the company [2] - The State Taxation Administration prohibits platform companies from shifting tax obligations to gig workers, ensuring they are not overcharged [3][9] Group 2 - PepsiCo plans to reduce its product variety in the U.S. market by nearly 20% by early next year, aiming to cut operational costs and enhance efficiency [5] - The price of three-valent flu vaccines has dropped to 5.5 yuan, attributed to intense competition and oversupply in the vaccine market [8] - Paramount has proposed a cash acquisition offer of $30 per share for Warner Bros. Discovery, valuing the company at $108.4 billion [7] Group 3 - Faraday Future's board approved a five-year plan to produce 400,000 to 500,000 vehicles, with the first batch of FX Super One vehicles set to roll off the production line [13] - The International Monetary Fund (IMF) has officially launched its Shanghai Regional Center to enhance cooperation with the Asia-Pacific region [12] - The U.S. government announced a $12 billion aid package for farmers affected by tariff policies, addressing the negative impact on agricultural markets [14]

Core Viewpoint - The Nasdaq China Golden Dragon Index experienced a slight increase of 0.08%, indicating mixed performance among popular Chinese concept stocks [1] Group 1: Stock Performance - Baidu saw a significant rise of over 3% [1] - Xpeng Motors and New Oriental both increased by more than 2% [1] - NIO and GDS Holdings rose by over 1% [1] - Li Auto, Bilibili, and Kingsoft experienced slight gains [1] - ZTO Express, Ctrip, and NetEase all declined by more than 2% [1]

Group 1 - The core viewpoint of the articles highlights the imminent adjustment of the new energy vehicle (NEV) purchase tax, transitioning from exemption to a 50% reduction starting January 1, 2026, which is prompting car manufacturers to offer "bottom-line subsidies" to boost year-end sales [1][2] - The gradual exit of the purchase tax exemption is seen as a sign of industry maturity, indicating that the sector is moving towards sustainable development driven by internal dynamics rather than policy incentives [1][6] - Many car manufacturers are actively implementing purchase tax guarantees, with examples such as XPeng Motors offering up to 15,000 yuan in tax subsidies for orders placed by December 31, 2023 [2] Group 2 - Consumer reactions to the purchase tax changes are mixed, with first-time buyers showing interest in the subsidies, while existing car owners exhibit less enthusiasm due to previous missed opportunities for benefits [3] - The overall market for NEVs is experiencing a front-loaded and back-loaded trend, with initial sluggishness in November due to earlier consumption peaks, but expectations for increased demand as the year-end approaches [3][4] - Industry experts express confidence in the year-end market despite potential fluctuations from tax policy changes, anticipating a rise in purchasing urgency among consumers [4] Group 3 - The industry is entering a new phase of development, focusing on enhancing market competitiveness and technological advancements, as the reliance on policy support diminishes [5][6] - The penetration rate of NEVs has surpassed 50%, indicating a shift from being a minority market to a mainstream one, with future growth expected in lower-tier cities and rural areas [6]

明天将结束北京线下交流，接触了不少观点，叠加这几天理想自身的新事也不算少，感觉还挺信息爆炸的。 这次北京线下交流中，正好遇到了两位曾长期接触过主流大厂公关的人。两位对理想公关有两种看法，一位认为理想必须得做好公关，不然让一个随机 用户家庭成员遇到大量黑舆情是很不合适的。一位认为理想公关有所进步当然是更好的，不过是次要矛盾，相对更差的公关更多只是一定程度的阻碍， 显著重要得多的是李想自身成长速度。认为杨继斌的加入是靠谱的。认为公关实际上更多是一号位真正重视的话，就是能做起来的。 TOP2挺认同何同学的一句话"文学天才常有，故事天才不常有"，公关这事更接近上面的文学，理想如何把产品做好，如何把组织这个产品做好更接近上 面的故事。 2025年12月8日 前字节跳动公关总监杨继斌朋友圈表示已加入理想。预期理想之后公关风格会变。 加微信，进群深度交流理想实际经营情况与长期基本面。不是技术群，不是车友群。 ...

智驾国产芯片格局变化 20251208 摘要 蔚来汽车智驾方案采用全栈自研，主推世界模型，但效果相对落后，明 年主要任务是提升车位到车位功能的接网率及处理复杂案例，乐道和萤 火虫系列预计仍将使用英伟达方案。 小鹏汽车中高端车型将搭载自研图灵芯片，算力达 1,000+TOPS，算法 重点在于 VLA 和世界模型的迭代，深度融合 BL 模块，并计划在 Robotic 业务线中使用图灵芯片优化 Robot Taxi 的通行效率和安全性。 理想汽车自研 M100 苏马赫芯片预计 2026 年 Q2 量产，首发于高端改 款车型，AD Max 系统将存在 M100 与地平线混合方案并存的情况， AD Pro 系统继续采用地平线方案，但可能升级至 G6H 版本，算法方面 坚定走 VOL 路线。 小米汽车计划在高端车型上采用英伟达 42 系列芯片，自研玄戒 O2 芯片 暂缓使用，明年将采用类似特斯拉的架构，以世界模型为主，加语言模 型辅助，解决停车场出入、道路标识牌识别及城市通勤问题。 比亚迪高端方案将升级至英伟达索尔方案，首发于仰望 U8 改款车型， 由 Momenta 提供 R6 大模型 plus 版本算法。终端方案天翼 ...

大摩预期今年汽车批发销量2990万辆，同比升9%;明年为2850万辆，跌6%。若剔除出口，明年本土销量 减少7%。 摩根士丹利发表报告，指出电动车企未来10年或持续面对挑战，车企须自我革新以抓住人工智能(AI)带 来的机会。该行并调整多只汽车股的目标价，其中长城汽车（601633）(02333)获调高目标价23%至15港 元;理想汽车(02015)则被大削目标价约两成。 大摩表示，据中资车股最新季报显示，电动车企未来10年或持续面对挑战，在这个第二阶段中，车企须 自我革新，才能抓住AI带来的机会，并扩张全球。 报告提及，在地方补贴提前取消下，将抑制购车需求，车企普遍对本季取态谨慎，该行覆盖的车股中， 约半数料市场下滑。 该行调整多只汽车股的目标价，其中长汽的目标价由原来12.2港元上调至15港元，评级与大市同步;吉 利汽车(00175)目标价由24港元上调至25港元，评级增持;理想汽车评级为增持，目标价由124港元下调至 100港元。 报告提及，在汽车行业转型期间，该行更看好在AI、机器人、人形机器人技术等非汽车领域取得实质 进展的企业，包括小鹏汽车(09868)、禾赛及敏捷科技(00425)。 ...

该行调整多只汽车股的目标价，其中长汽的目标价由原来12.2港元上调至15港元，评级与大市同步;吉 利汽车(00175)目标价由24港元上调至25港元，评级增持;理想汽车评级为增持，目标价由124港元下调至 100港元。 报告提及，在汽车行业转型期间，该行更看好在AI、机器人、人形机器人技术等非汽车领域取得实质 进展的企业，包括小鹏汽车(09868)、禾赛及敏捷科技(00425)。 报告提及，在地方补贴提前取消下，将抑制购车需求，车企普遍对本季取态谨慎，该行覆盖的车股中， 约半数料市场下滑。 大摩预期今年汽车批发销量2990万辆，同比升9%;明年为2850万辆，跌6%。若剔除出口，明年本土销量 减少7%。 智通财经APP获悉，摩根士丹利发表报告，指出电动车企未来10年或持续面对挑战，车企须自我革新以 抓住人工智能(AI)带来的机会。该行并调整多只汽车股的目标价，其中长城汽车(02333)获调高目标价 23%至15港元;理想汽车(02015)则被大削目标价约两成。 大摩表示，据中资车股最新季报显示，电动车企未来10年或持续面对挑战，在这个第二阶段中，车企须 自我革新，才能抓住AI带来的机会，并扩张全球。 ...

新浪科技讯 12月8日晚间消息，据报道，原字节跳动公关总监杨继斌在朋友圈宣布，已于本月正式加盟 理想汽车，具体职位未知。截至发稿前，理想汽车暂无回应。 资料显示，杨继斌曾在南方日报、新京报、南方周末等媒体任职，于2016年加入今日头条；2024年9 月，从字节跳动公关部转任顾问角色，专注于战略咨询。 责任编辑：何俊熹 资料显示，杨继斌曾在南方日报、新京报、南方周末等媒体任职，于2016年加入今日头条；2024年9 月，从字节跳动公关部转任顾问角色，专注于战略咨询。 责任编辑：何俊熹 新浪科技讯 12月8日晚间消息，据报道，原字节跳动公关总监杨继斌在朋友圈宣布，已于本月正式加盟 理想汽车，具体职位未知。截至发稿前，理想汽车暂无回应。 ...