大眾居然向 中國低頭了？ ID. UNYX 08 剛剛下線 從簽約到量產 只花24個月 這就是 China Speed 的恐怖地方！ 這台中型SUV 直接標配小鵬 VLA 2.0%全場景 自動駕駛 800V超充 1500 TOPS算力 730km續航 雙馬達496馬力 硬體拉滿 大眾砸7億美元 拿5%的股權 還成為VLA 2.0% 第一個客戶 以前總是 西方輸出技術 現在反過來了 中國AI開始 反向輸出給 全球巨頭 你說這是不是 中國電動車 真正崛起的信號？. ...

中國小鵬 VLA 2.0% 現在已經敢跟 Tesla FSD 正面剛了！ 小鵬也是 端到端純視覺 推理速度飆12倍 接管率砍近5倍 廣州晚高峰 開起來 效率高23% 順到你懷疑人生 何小鵬甚至放話 2026年8 月底 VLA在中國性能 要追平FSD！ FSD全球 數據更猛 但小鵬的 本土適應 簡直開掛 這場中外 AI駕駛大戰 誰能笑到最後？. ...

大家好我是大鱼 传统智驾 一遇乱窜电动车 狭窄巷弄或晚高峰 就频繁接管 让人提心吊胆 但小鹏VLA 2.0% 直接端到端 从纯视觉 跳到行动 像人脑一样 直觉反应 推理快12倍 接管率狂降近5倍 效率飙升23% 何小鹏更是放话 2026年底 要在中国 追上FSD 甚至连大众 都低头当了 首发客户 中国AI开始 反向输出 全球了吗？ 大家不要错过 今天的精彩内容 OK let's go 第一部分 XPeng VLA来势汹汹 最近小鹏 好消息不断 我们今天就聊聊 小鹏的VLA 2.0% 以及他们和大众 合作新车的 ID. UNYX 08 传统的 自主驾驶系统 用的都是些 老派的方法 层层堆叠模块 靠高精地图 和雷达堆砌 结果呢？ 一遇到复杂路况 就卡壳 接管频繁 这不只浪费资源 还让驾驶者 总是提心吊胆 开车时最怕什么？ 不就是那种 突然失控 的感觉吗？ 传统系统的本质 就是一堆 规则的拼凑 缺少灵魂 缺少对真实世界 的准确觉察 小鹏的VLA 2.0% 和FSD相似 直接从视觉输入 跳到行动输出 砍掉中间的语言层 让系统像人脑 一样直觉反应 推理速度快了12倍 接管率低了近5倍 驾驶效率 提升23% 这套系统也是 ...

【美团王兴称AI智能体的冲击比ChatGPT大，公司管理者要减少"登味"】3月13日上午，美团召开2026年管理层沟通会，2000余名管理者线上线下参会。美 团CEO王兴分享了自己对于食杂零售行业、国际化和AI的发展看法。王兴表示，"AI Agent对我的冲击比ChatGPT冲击更大，我们经历过从互联网到移动互 联网的变化，可以肯定的是，AI带来的变化会比整个互联网带来的变化要大得多，它注定会创造巨大生产力，也一定会对组织、对工作模式带来很大的变 化。"在提及对公司管理者的期待时，王兴表示："我想把它落实到更具体的点上面，我们都应该努力减少登味，从我开始。""比如大家习惯叫我'兴哥'，我 觉得这是'登味'明显的叫法，虽然这其实是从1997年开始的。"据了解，"兴哥"是美团内部对王兴的称呼，该称呼源自于王兴读书时期。（九派新闻） 【魅族手机"解体"：做车机，做AI，或者离开】从内部人士处获悉，魅族近期宣布一轮大调整，超50%的员工即将离开，涉及400人左右。这部分人有三个 去处——其中，一部分将获得"N+2"的赔偿。消息人士称，"大多数人将在本周五之内办完（手续）"；魅族的"PANDAER"潮牌团队将分拆，自负 ...

Group 1 - Meituan's CEO Wang Xing stated that the impact of AI agents will be greater than that of ChatGPT, predicting significant changes in productivity and organizational structures [2][3] - Meizu announced a major restructuring, with over 50% of its employees, approximately 400 people, expected to leave, as the company shifts focus towards automotive and AI sectors [2][3] - Tencent's customer service responded to inquiries about the WeChat Moments editing feature, stating that there is currently no notification regarding its launch [2] Group 2 - Pop Mart has filed a lawsuit against Tuo Zhu for copyright infringement, with ongoing discussions for potential settlement and cooperation [5][6] - Meta is reportedly planning to lay off at least 20% of its workforce to offset costs related to AI infrastructure [9] - Xpeng Hu Tian has completed nearly $200 million in a new round of equity financing, bringing its total historical equity financing to approximately $1 billion [18] Group 3 - Apple announced a reduction in the App Store commission rate for China, lowering the standard rate from 30% to 25% and the small business program rate from 15% to 12% [11][12] - BYD's executive confirmed the company's exploration into entering competitive racing, including F1 [13] - Netflix has laid off dozens of employees from its global product team as part of an internal restructuring [17]

大公司： 小鹏汽车机器人的步态调整专利公布 36氪获悉，爱企查App显示，近日，广州小鹏汽车科技有限公司一项名为"机器人的步态调整方法、装 置、设备及存储介质"的发明专利公布。专利摘要显示，本发明涉及智能机器人领域，公开了机器人的 步态调整方法、装置、设备及存储介质，方法包括：获取仿人机器人脚部的目标采样点，以及每个目标 采样点对应的坐标值和地形高程数据；依据每个目标采样点对应的坐标值和地形高程数据计算仿人机器 人的落脚点回报值；获取每个目标采样点在预设半径内的地形高程数据最大值，依据坐标值和地形高程 数据最大值计算仿人机器人的踢台阶回报值；依据落脚点回报值和踢台阶回报值对仿人机器人进行步态 调整。本发明通过获取目标采样点坐标与地形高程数据，计算落脚点与踢台阶两类回报值，从而指导仿 人机器人进行精准的步态调整，提升了机器人在楼梯等复杂地形中的自主运动适应性与稳定性。 魅族手机"解体"：做车机，做AI，或者离开 36氪从内部人士处独家获悉，魅族近期宣布一轮大调整，超50%的员工即将离开，涉及400人左右。这 部分人有三个去处，其中，一部分将获得"N+2"的赔偿；魅族的"PANDAER"潮牌团队将分拆，自负盈 亏 ...

2.【 雷军：新一代小米SU7将于本月发布】 3月13日消息，雷军表示，新一代小米SU7，研发进度 非常顺利，本月即将正式发布。经过2年多精心打磨，新一代SU7在安全、驾控、智能体验、豪华质 感等方面都有巨大提升。目前已全力投入到备产工作中，发布后将开启大规模交付。（上证报） 3.【腾讯出行接入两家广州自动驾驶公司Robotaxi服务】3月13日，广州自动驾驶公司小马智行、文 远知行正式宣布接入"腾讯出行服务"小程序。即日起，在广州的运营区域内，用户可通过该小程序呼 叫自动驾驶车辆，此外，该服务也即将在腾讯地图App内上线。其中，小马智行Robotaxi在广州已实 现单车盈利。2025年12月，小马智行在广州大学城上线自动驾驶出行服务，单车日均订单量达到23 单。（界面新闻） 1.【拟对集团业务进行拆分？Stellantis：相关断言纯属臆测和捏造】Stellantis集团今日明确表示， 针对有关"Stellantis集团正考虑一项计划，拟对集团进行拆分"的说法毫无任何事实依据，此类相关 断言纯属臆测和捏造。Stellantis集团同时表示，不会对外出售玛莎拉蒂品牌。针对与中国车企合作 传闻，Stellant ...

Chinese electric vehicle (EV) and hybrid maker Xpeng (XPEV +3.68%) could soon expand its business dramatically, and that possibility is attracting investors to its equity. They were driving its U.S.-listed American Depositary Shares (ADSes) up by 15% week to date as of early Friday morning, according to data compiled by S&P Global Market Intelligence. Partners wanted?Shortly before market open Thursday, Bloomberg reported that Stellantis -- a vehicle conglomerate with a bulging portfolio of brands including ...

人形机器人商业化落地与市场策略 摘要 人形机器人构型趋同但稳定性极差，MTBF 仅百小时级，核心瓶颈在于 手工制造导致的一致性缺失及供应链不成熟，需工业场景放量与自动化 产线介入以实现可靠性跨越。 技术路线分歧显著：宇树侧重动态运控（类特斯拉），小鹏侧重静态拟 人行走（高精度谐波/绳驱）；"大脑"智能化水平仅 L0.1-L0.2，VLA 与世界模型尚未取得实质性突破。 灵巧手因触觉感知缺失及微型电机高成本（单只近万元）无法执行实际 作业；2026 年行业重点将从单纯本体展示转向"大脑"研发，搬运任 务成为工业落地首选突破口。 数据采集存在路径争议：真机采集成本高效率低，仿真数据难模拟柔性 特质，2026 年行业关注点转向真人佩戴设备采集，但其映射至机器人 关节的实际效果尚待验证。 商业化仍处早期：2025 年宇树营收约 15 亿（科研贡献 5-10 亿），市 场主要由科研教育、泛表演及数据采集服务驱动；终局成本目标为 1 万 元以内，核心依赖规模效应摊薄。 竞争格局分化：车企具备工程化与供应链优势但难获顶尖 AI 人才； 2026 年下半年融资环境预计收紧，行业进入淘汰赛，全栈自研（本体+ 大脑）模式更具巨头 ...

Group 1 - Zhaoyi Innovation (03986) saw an intraday increase of 1.72% amid rising shipping risks in the Hormuz Strait affecting the supply chain of key raw materials like helium [1] - Rongchang Bio (09995) rose over 3.6% after its RC288 injection application was accepted by NMPA, showing excellent anti-tumor activity and safety in preclinical studies [1] - Swire Properties (01972) increased by over 2.2% following the release of its 2025 full-year results, reporting revenue of HKD 16.041 billion, a year-on-year increase of 11%, and a basic earnings per share of HKD 1.49 [1] Group 2 - Health 160 (02656) surged over 10%, reaching a new high of HKD 140.5, with a nearly doubled stock price since March 9, despite a previous drop of about 30% on February 11 [2] - Gaming stocks collectively rose, with notable increases in companies like Boyaa Interactive (00434) up 4.44% and Tencent (00700) up 1.1%, following Apple's announcement of a commission rate adjustment for the App Store in mainland China [2] - Qidian Guofeng (01280) experienced a significant rise of over 26% after announcing a sales contract for AI servers with an independent third party [2] Group 3 - Hong Kong bank stocks fell again, with Standard Chartered (02888) down 4.67% and HSBC Holdings (00005) down 3.8%, amid ongoing tensions in the Middle East affecting transactions involving Asian balance sheets [3] - Cement stocks saw a general increase, with China National Building Material (03323) up 2.62%, as construction activity picked up post-Lantern Festival, leading to a steady recovery in cement market demand [3] - Domestic property stocks rebounded, with CIFI Holdings (00884) up 2.9% and Sunac China (01918) up 5.45%, as recent data indicated a 3.3% year-on-year decline in second-hand housing listings in Shenzhen [4] Group 4 - Yao Cai Securities (01428) saw a significant rise of over 39% after extending the acquisition offer deadline with Ant Group to March 25, 2026 [4] - PayPay (PAYP.US), a digital wallet operator backed by SoftBank, debuted on the US stock market with a 13.5% increase, achieving a market cap of nearly USD 12 billion [5] - Chinese electric vehicle companies NIO (NIO.US) and Xpeng Motors (XPEV.US) saw stock increases of 1.46% and 3.58%, respectively, amid discussions of potential collaborations with European automotive giant Stellantis [5] Group 5 - Storage stocks collectively declined, with SanDisk (SNDK.US) down 5.59% and Micron Technology (MU.US) down 3.19%, following negative sentiment from short-seller Citron Capital [6] - Optical communication stocks fell, with Applied Optoelectronics (AAOI.US) down 16.39%, despite securing a bulk order for a new data center transceiver [6] - Agricultural input stocks continued to rise, with CF Industries Holdings (CF.US) up 13.21%, driven by supply chain disruptions in the Middle East affecting fertilizer transportation [7] Group 6 - Oil stocks rose sharply, with Battalion Oil (BATL.US) up 15.48% as international oil prices surged, with WTI crude rising over 8% to USD 94.66 [8] - EHang Intelligent (EH.US) reported total revenue of RMB 509.5 million (approximately USD 72.9 million) for the fiscal year 2025, marking an 11.7% year-on-year increase, despite a net loss of RMB 231 million [8]