纳斯达克金龙中国指数涨幅一度扩大至近2%，热门中概股中，蔚来汽车(NIO.N)涨近6%，阿里巴巴 (BABA.N)涨近2%。 ...

智通财经APP获悉，周四，蔚来(NIO.US)涨逾7%，报4.94美元。消息面上，蔚来汽车近日向Banyan系统 用户推送了3.3.0版本更新，其中最引人注目的是全新升级的"蔚来世界模型NWM 2.0"正式上车。这项技 术升级首批覆盖超过46万名Banyan平台车主，最早可追溯至2021年发布的初代ET7用户。对于等待已久 的用户群体而言，四颗Orin-X芯片终于迎来重大功能突破，而"Cedar雪松"系列车型的适配工作也进入 最后阶段，预计近期将启动推送。 蔚来创始人李斌此前公开表示，2026年将实施三次重大系统更新，并已特批增加云端训练算力投入。通 过大规模数据训练，系统在长尾场景的表现有望持续提升。此次升级标志着蔚来智能驾驶技术进入新阶 段，从底层架构到实际体验都迈出关键一步，但距离完美状态仍存在优化空间。 ...

美股科技七巨头走势分化，Meta涨近10%，2025Q4业绩超预期；微软跌超10%，2026财年Q2云业务增 速放缓，资本支出创新高。 | 名称 | 现价 | 涨跌幅 ◆ | | --- | --- | --- | | 脸书(META PLATF | 733.350 | 9.66% | | META.O | | | | 英伟达(NVIDIA) | 193.390 | 0.98% | | NVDA.O | | | | 谷歌(ALPHABET). | 339.195 | 0.87% | | GOOG.O | | | | 特斯拉(TESLA) | 432.910 | 0.34% | | TSLA.O | | | | 苹果(APPLE) | 257.990 | 0.60% | | AAPL.O | | | | 亚马逊(AMAZON) | 242.800 | -0.09% | | AMZN.O | | | | 微软(MICROSOFT | 430.600 | -10.60% | | MSFT.O | | | 纳斯达克中国金龙指数涨超1%，蔚来涨近8%，阿里巴巴涨超2%，百度集团涨近2%。 1月29日，美股开盘涨跌不一， ...

| 阿里巴巴 | 179.920 | 2.43% | | --- | --- | --- | | BABA.N | | | | 百度集团 | 160.699 | 1.92% | | BIDU.O | | | | 京东集团 | 29.675 | 1.52% | | JD.O | | | | 小米集团-ADR | 0.000 | 1.23% | | XIACY.OO | | | | 美团-ADR | 0.000 | 0.97% | | MPNGY.OO | | | | 腾讯控股-ADR | 0.000 | 0.72% | | TCEHY.OO | | | 1月29日，美股开盘涨跌不一，道指涨0.06%，纳指跌0.33%，标普500指数涨0.08%。 编辑 ｜ 钉钉 | 美股指数 □ | | | | --- | --- | --- | | 道琼斯工业 | 纳斯达克指数 | 标普500 | | 49046.27 | 23778.30 | 6983.46 | | +30.67 +0.06% | -79.15 -0.33% | +5.43 +0.08% | | 纳斯达克100 | 中国金龙 | 中概股100 | | 25 ...

Core Insights - The Chinese large model industry has transformed from a "follower" to a "runner" and even a "leader" in certain areas by 2026, reshaping the global AI competitive landscape with breakthroughs in technology, ecosystem prosperity, and application capabilities [1] Group 1: Company Highlights - DeepSeek (DS) leads with its innovative Mixture of Experts (MoE) architecture and Multi-Head Potential Attention (MLA) mechanism, significantly reducing computational costs while maintaining high performance. The latest DS-V4 model surpasses GPT-4o in blind tests and offers a cost-effective API [2] - Tencent Yuanbao excels in multi-modal understanding and reasoning, leveraging Tencent's vast ecosystem data. Its Qwen3-Max-Thinking model achieves a 73.8% accuracy rate in complex tasks, outperforming Gemini 3 Pro [3] - ByteDance's Doubao 1.5Pro utilizes a large-scale sparse MoE architecture, achieving performance equivalent to a dense model with seven times the activation parameters while reducing inference costs by 40% compared to GPT-4o [4] Group 2: Industry Trends - The industry is witnessing verticalization in sectors like healthcare, education, and manufacturing, with significant advancements in specialized applications [6] - General scene integration is evident in office, e-commerce, and cross-border trade, with open-source strategies reshaping the global AI ecosystem. DS models have over 200,000 derivatives in the Hugging Face community, while Yuanbao's Qwen series has spawned over ten sub-models [7][8] - The commercialization of large models has entered a scalable phase, with DS serving over 2,000 enterprises and maintaining an 85% customer renewal rate. Yuanbao manages over 800 billion in assets in the financial advisory sector [9] Group 3: Future Outlook - The competition focus is shifting from "model capability" to "intelligent ecosystem," with DS developing technologies for human-like understanding and Yuanbao enhancing tool invocation capabilities [9][10] - The Chinese large model industry is positioned to further penetrate the physical world, becoming a "smart foundation" for new productive forces, emphasizing technological independence, deep scene cultivation, and open ecosystems [10]

今天特斯拉CEO马斯克在财报电话会议上宣布将停产Model S和Model X。 据报道，马斯克表示"现在是时候让Model S和Model X项目光荣退役了，因为我们正真正迈向以自动驾驶为核心的未来"，特斯拉将在下个季度正式停产 Model S和Model X车型，正将加州弗里蒙特工厂的Model S和Model X生产线替换为Optimus生产线，同时特斯拉也会继续为现有车主提供支持，"只要车主 还在用车的话。" 作为补充，特斯拉Model S于2012年推出，被外界普遍认为是第一款真正让电动汽车走向主流、获得广泛认可的车型，Model X则于2015年推出，不知道大 家平时在路上有没有见到过~ 另外，今天是奔驰140周年，各大车企官方微博也纷纷送上了生日祝福。（"奔驰140年"旨在纪念1886年1月29日卡尔·本茨递交奔驰一号专利申请这一历史 时刻） 梅赛德斯-奔驰 · 26-1-29 09:48 发布于 上海 来自 微博网页版 感谢这份懂我的祝福♥从底特律到斯图加特,"打破秩序"的我们从不独行。为了创 造下一个ICON，咱们一起大步奔驰下去！ #奔驰140年＃#跨越140年的热爱 # @凯迪拉克 ▽ ...

Core Insights - The automotive industry is at a critical juncture where AI technology faces bottlenecks in both B2B and B2C sectors, necessitating innovative approaches for cross-industry integration [2][11] - The use of augmented reality (AR) technology through automotive windshields is identified as a key opportunity to create a data feedback loop, enabling seamless user interaction without disruption [2][11][14] Company Overview - FUTURUS Future Black Technology, established in 2016, specializes in the development and application of augmented reality head-up display (HUD) technology in the automotive sector, holding over 600 domestic and international patents [3][12] - The company is recognized as one of the first in China to mass-produce HUD products and has been awarded the national-level "specialized and innovative" small giant enterprise title [3][12] Market Position and Strategy - The company’s products are currently integrated into several high-end Chinese automotive models, including the Li Auto L9 and NIO ET9, and have attracted significant investments from major firms such as SoftBank and CICC, amounting to hundreds of millions [3][12] - The CEO emphasizes a strategy of "side-wing breakthrough," advocating for a shift from linear thinking to tackling complex problems through innovative solutions that leverage existing resources [5][14] Technological Innovation - The focus on AR technology aims to enhance user experience by utilizing peripheral attention rather than core attention, making interactions less intrusive and more engaging [6][15] - The integration of advanced physics with automotive technology is seen as a way to create a formidable competitive moat, with the goal of developing a comprehensive AR solution that can transform the automotive industry [7][16] Future Vision - The company aims to build a top-tier team capable of merging optics, spatial computing, automotive systems, and AI, with the ambition to create a unique product that stands out in the global market [7][16] - The ultimate goal is to transition from product development to commercial success, with the expectation that achieving the first successful deployment will lead to rapid growth [7][16]

| 名称 | 现价 | 涨跌幅▽ | 涨跌 | | --- | --- | --- | --- | | 融创中国 | 1.330c | 29.13% | 0.300 | | 中骏商管 | 0.360c | 28.57% | 0.080 | | 世茂集团 | 0.255c | 23.19% | 0.048 | | 当代置业 | 0.016c | 23.08% | 0.003 | | 旭辉控股集团 | 0.103c | 22.62% | 0.019 | | 富力地产 | 0.640c | 20.75% | 0.110 | | 佳兆业集团 | 0.102c | 20.00% | 0.017 | | 龙光集团 | 1.590c | 18.66% | 0.250 | | 融信中国 | 0.153c | 18.60% | 0.024 | | 珠光控股 | 0.048c | 17.07% | 0.007 | | 碧桂园 | 0.320c | 16.36% | 0.045 | | 绿地香港 | 0.244c | 16.19% | 0.034 | | 嘉创地产 | 0.650c | 16.07% | 0.090 | 半导体、芯 ...

然而，商业世界没有永恒的丰碑，只有流动的效率和需求。Model S和X的停产，早已是进行时。销量上，它们早已被更大众的Model Y和Model 3淹没，占 比微小。成本上，它们产自相对老旧、成本更高的弗里蒙特工厂，而非上海超级工厂这样的效率标杆。在特斯拉整体毛利率承压、面临空前价格战的今天， 保留两款叫好但未必叫座的小众高端车型，在经济账上已不划算。 图片系AI生成 当一家公司的创始人亲手按下旗舰产品的"停产键"，这通常不是庆功的信号，而是背水一战的号角。 北京时间2026年1月29日，马斯克在特斯拉的财报电话会上宣布，Model S和Model X将在下一季度正式停产，体面退役。与此同时，特斯拉交出了上市以来 第一份年度营收下滑的财报：2025年总营收948亿美元，跌了3%；净利润37.9亿美元，近乎腰斩，暴跌46%；全球汽车交付量连续第二年下滑，少了8.6%。 冰冷的数字背后，马斯克却在描绘一个近乎科幻的未来：加州弗里蒙特工厂的轿车生产线将让位于Optimus人形机器人的批量制造；没有方向盘和踏板的 Cybercab出租车即将驶上街头；公司今年要豪掷超过200亿美元（约合人民币1389亿元），全力押注自 ...

官方称，"奔驰140年"旨在纪念1886年1月29日卡尔.本茨递交奔驰一号专利申请这一历史时刻。 同时，鸿蒙智行、吉利汽车、蔚来汽车、理想汽车等同行也纷纷向奔驰发出了生日祝福。 凤凰网科技讯1月29日，小米创办人，董事长兼CEO雷军转发"小米汽车"的文章并称：致敬行业先行 者，祝奔驰140岁生日快乐。"小米汽车"称，奔驰140年，就是汽车工业的140年。 ...