LI AUTO(US:LI) 3 6 Ke·2025-12-18 02:08Group 1 - Li Auto is establishing an AI R&D center in Silicon Valley to enhance its smart technology development, with recruitment already underway [1][2] - The new center will focus on advanced driver assistance systems and aims to attract high-end talent with cutting-edge AI backgrounds [1][2] - Li Auto's global strategy includes establishing R&D centers in key international markets, with existing centers in Germany and China [2] Group 2 - The competition in automotive intelligent driving is intensifying, with Huawei and Li Auto both advancing their autonomous driving technologies [3] - Li Auto's VLA driver model, which integrates visual-language-action modeling, aims to improve the vehicle's understanding of complex scenarios [3][6] - The shortage of AI talent, particularly those with expertise in both AI models and autonomous driving, makes Silicon Valley a critical location for talent acquisition [3][6] Group 3 - Xpeng Motors has a well-established North American R&D team that plays a significant role in developing its autonomous driving technology [4] - Xpeng's Foundation Model, with a parameter count of 72 billion, is being developed to enhance its AI capabilities, contrasting with Li Auto's VLA model at 4 billion parameters [5] - Li Auto is shifting its strategic focus towards becoming an AI company, establishing an AI technology committee to integrate AI into all business operations [5][6] Group 4 - The establishment of the Silicon Valley R&D center represents Li Auto's commitment to advancing its AI capabilities and staying competitive in the rapidly evolving automotive industry [6] - The competition among Chinese automakers is shifting from traditional sales battles to a race for AI innovation and talent acquisition [6]