Nvidia(US:NVDA) Mei Ri Jing Ji Xin Wen·2026-01-06 14:11Core Viewpoint - The A-share market experienced a collective rise, with major indices showing significant gains, driven by advancements in the intelligent driving sector and the introduction of new technologies by Nvidia [1][2][4]. Market Performance - The Shanghai Composite Index rose by 1.50% - The Shenzhen Component Index increased by 1.40% - The ChiNext Index saw a rise of 0.75% - The North Star 50 Index climbed by 1.82% - Total market turnover reached 2.83 trillion yuan, showing an increase compared to the previous day [1]. Intelligent Driving Sector - The intelligent driving sector saw a notable surge, with the Intelligent Vehicle ETF (159889) rising by 4.16% in the afternoon session [2]. - Nvidia's CEO Jensen Huang announced the Alpamayo platform at CES, which enables vehicles to perform "reasoning" in real-world scenarios, with the first car featuring this technology expected to hit the roads in the U.S. in Q1 [4]. - The Alpamayo family integrates open-source models, simulation frameworks, and datasets, creating a comprehensive ecosystem for automotive developers [4]. Technological Advancements - Alpamayo 1 is the first reasoning VLA model designed for the autonomous driving research community, capable of handling complex driving scenarios and providing solutions in unexpected situations [4]. - Huang emphasized that the era of "physical AI" has arrived, allowing machines to understand and reason in real-world environments, which is foundational for safe and scalable autonomous driving [4]. Industry Outlook - The open-source nature of Nvidia's model is expected to significantly lower the barriers for algorithm development in intelligent driving solutions, accelerating the penetration of advanced driving technologies [5]. - Tesla's Robotaxi is nearing the stage of unsupervised operation, with plans for testing in Austin, indicating advancements in L4 automation capabilities [5]. - The Chinese Ministry of Industry and Information Technology has granted approval for the first batch of L3 autonomous driving vehicles, marking a transition from testing to early commercialization [5]. Future Projections - The entry of major players and the anticipated rollout of Tesla's FSD in China, along with the expansion of L3 policies, are expected to catalyze growth in the autonomous driving sector by 2026 [6]. - Investors are encouraged to monitor the Intelligent Vehicle ETF (159889) in A-shares and the Hong Kong Vehicle ETF (520720) for potential investment opportunities [6].