Nvidia(US:NVDA) Zheng Quan Shi Bao Wang·2026-01-06 03:38Core Viewpoint - The automatic driving sector is experiencing significant momentum following NVIDIA's announcement of the Alpamayo series of open-source AI models and simulation tools, aimed at enhancing the development of autonomous vehicles [1][2][3] Group 1: NVIDIA's Announcement - NVIDIA introduced the Alpamayo series, which includes open-source AI models, simulation tools, and datasets to accelerate the development of reasoning-based autonomous vehicles [2] - Alpamayo 1 features a 100 billion parameter model that enables autonomous vehicles to perceive, reason, and act in rare or complex scenarios [2] - The Rubin platform, part of this release, offers a tenfold reduction in reasoning costs compared to the previous Blackwell platform, with training performance improved by 3.5 times and AI software performance enhanced by five times, expected to ship in the second half of the year [2] Group 2: Industry Impact - Following NVIDIA's announcement, multiple stocks in the A-share automatic driving sector quickly reached their daily limit up, indicating strong market enthusiasm [4] - The automatic driving industry is entering an accelerated phase, with ride-hailing platforms and Robotaxi manufacturers speeding up their deployment processes, particularly in major cities like Beijing, Shanghai, Guangzhou, and Shenzhen [5] - The Ministry of Industry and Information Technology in China has granted the first L3-level conditional autonomous driving vehicle licenses, marking a significant step towards commercial application [5] - By the end of 2025, Pony.ai announced that its Robotaxi fleet has surpassed 1,159 vehicles, exceeding its strategic goal of 1,000 vehicles [5] - Analysts suggest that the development of the Robotaxi industry is entering a rapid growth phase, with companies possessing advanced intelligent technology and system capabilities likely to benefit first [5]