Jin Rong Jie·2026-01-07 01:00Group 1 - The CEO of Nvidia, Jensen Huang, expressed confidence that a significant portion of cars will be autonomous or highly automated in the next decade [1] - Nvidia introduced the Alpamayo series of open-source AI models and tools aimed at the development of autonomous vehicles [1] - Nvidia plans to test a driverless taxi service by 2027 [1] Group 2 - CITIC Construction Investment is optimistic about Tesla leading the global physical AI transformation in smart driving and robotics by 2026 [1] - CITIC believes that breakthroughs in L3 conditional and L4 autonomous driving technology are expected within 2-3 years, accelerating adoption [1] - The Robotaxi business model is anticipated to become viable, with the industry value chain concentrating on intelligent driving solution providers and mobility platforms [1] - Companies with integrated hardware and software solutions, as well as Tier 1 suppliers, mobility platforms, operators, and autonomous components like lidar and drive-by-wire systems, are expected to see a revaluation of their technological attributes [1]