无人驾驶概念强势，英伟达推首个无人驾驶推理模型

Core Viewpoint - The A-share market sees a significant rise in autonomous driving concept stocks, driven by NVIDIA's announcement of its first open-source inference VLA model, Alpamayo 1, which aims to enhance the development of safe autonomous driving technology [1] Group 1: Market Performance - Autonomous driving concept stocks in the A-share market collectively strengthened, with Yachuang Electronics rising over 11% and several companies, including Suoling Co., Zhejiang Sebao, and others, hitting the 10% limit up [1] - Beidouxingtong and Haon Qidian increased by over 6%, while Wanjitech rose by over 5% [1] Group 2: NVIDIA's Technological Advancement - NVIDIA announced the open-sourcing of its first inference VLA model, Alpamayo 1, which utilizes a 10 billion parameter architecture to generate trajectories and reasoning processes from video inputs [1] - The model aims to address the challenging "long tail effect" in autonomous driving by enabling vehicles to "think" and find solutions in unexpected situations, such as traffic sign malfunctions [1] - NVIDIA's CEO Jensen Huang stated that the first vehicle equipped with this technology will be on the road in the United States in the first quarter [1]