转自：北京日报客户端 2026年美国拉斯维加斯消费电子展（CES）6日至9日举行。展会期间，与会嘉宾通过主题演讲勾勒出人 工智能（AI）发展的下一阶段"蓝图"：从算力的底层技术突破，到"物理AI"向现实场景落地，再到智能 体驱动的个性化服务，AI正逐步从"云端虚拟"走向"实体世界"。 AI"算力瓶颈"如何突破 美国超威半导体公司首席执行官苏姿丰在主旨演讲中说，全球AI活跃用户如今已超过10亿，预计未来 将超过50亿。现在的算力远不足以支撑AI无处不在的愿景，要实现这一点，必须在未来几年内将全球 算力提升100倍。 在苏姿丰演讲期间，美国开放人工智能研究中心联合创始人格雷格·布罗克曼受邀登台后也表示，未来 一个国家或地区的国内生产总值（GDP）增长，很大程度上将由其可用算力决定。 算力是处理海量数据并实现实时决策的关键。为了突破算力瓶颈，业界正在从单一提升芯片性能等传统 模式，向全栈协同设计的方向演化。苏姿丰和美国英伟达公司创始人兼首席执行官黄仁勋在演讲中都强 调了从芯片到主机和集群的全栈AI能力，芯片、网络、存储等组件深度融合，形成一体化的AI计算平 台。 这就意味着，AI不再仅仅是聊天机器人，它正在进化成一 ...

Core Insights - The launch of the new P7+ and G7 Super Extended Range models marks a significant advancement in Xpeng's technology, featuring the latest Kunpeng Super Extended Range technology that achieves a global record in range while maintaining price parity with pure electric models, allowing users to enjoy both long range and flexible refueling without additional costs [1][4][5] Product Launch and Features - On January 8, Xpeng officially unveiled four new models for 2026, including the P7+, G7 Super Extended Range, G6, and G9, emphasizing breakthroughs in dual energy and smart upgrades [2] - The G7 Super Extended Range features a leading 55.8 kWh battery and a 60L fuel tank, achieving a CLTC comprehensive range of 1704 km and a pure electric range of 430 km. The P7+ Super Extended Range boasts a pure electric range of 430 km and a comprehensive range of 1550 km, with energy consumption rates of 10.9 kWh/100 km in pure electric mode and 12.5 kWh/100 km in extended range mode, both leading in its class [4][5] Technological Advancements - The new models support a "pay to upgrade" option for enhanced AI capabilities, allowing users to experience the second-generation VLA technology, which includes options for different AI chip configurations to meet varying user needs [8] - The second-generation VLA model represents a breakthrough in physical AI, eliminating the "language translation" step and enabling direct generation of action commands from visual signals, positioning Xpeng as a leader in the industry with L4 capabilities [7][8] Global Strategy and Market Performance - Xpeng's global delivery volume reached 45,000 units in 2025, a 96% year-on-year increase, with plans to expand into more countries and regions, enhancing local R&D and manufacturing capabilities [8][9] - The company aims to launch four new global SUV models in 2026, further solidifying its presence in both left-hand and right-hand drive markets [9] Strategic Vision for 2026 - The year 2026 is identified as a pivotal year for Xpeng, focusing on the transition from "steady progress" to "strategic breakthroughs," with an emphasis on strengthening market foundations and advancing from software to AI paradigms [10][11] - The CEO expressed confidence in achieving significant growth in 2026, despite current market pressures, viewing the situation as an opportunity to focus on technological advancements and global expansion [11][12]

Core Insights - The event at Xpeng's Guangzhou manufacturing base marked the launch of the "Xpeng AI Technology Manufacturing Tour," aimed at creating a new landmark for AI technology and cultural tourism in the Greater Bay Area [1][3] - The first batch of the 2026 Xpeng P7+ was delivered during the event, celebrating the production of the 100,000th vehicle, showcasing the company's commitment to efficient delivery and customer experience [1][10] Group 1: Project Overview - The "Xpeng AI Technology Manufacturing Tour" allows the public to explore Xpeng's global headquarters and manufacturing bases, experiencing cutting-edge technologies such as AI visual inspection and smart logistics [1][5] - The project aims to inspire curiosity about future technologies, emphasizing the importance of firsthand experience in understanding manufacturing and innovation [3][5] Group 2: Technological Advancements - Xpeng integrates AI deeply into its manufacturing processes, showcasing a complete system from research and development to production and service [5][13] - The Guangzhou manufacturing base features the world's largest 16,000-ton integrated die-casting machine, capable of producing 167 parts in one go, and an AI visual system for precise quality control [8] Group 3: Market Performance - The Xpeng P7+ has achieved significant sales milestones, being the best-selling mid-to-large electric sedan in its category for the past 13 months, with the new model offering enhanced features and a dual-energy option [10][11] - The 2026 Xpeng P7+ will be launched in 36 countries, reflecting the company's global expansion strategy [11] Group 4: Visitor Engagement - Since its trial operation began in November 2025, the two exploration centers have welcomed over 21,000 visitors, with ticket revenues supporting sustainable operations [10] - The project includes educational content aimed at families, fostering interest in technology and innovation through interactive experiences [8]

新华社北京1月9日电 热点问答｜美消费电子展上演讲嘉宾如何谈AI 新华社记者罗国芳 2026年美国拉斯维加斯消费电子展（CES）6日至9日举行。展会期间，与会嘉宾通过主题演讲勾勒 出人工智能（AI）发展的下一阶段"蓝图"：从算力的底层技术突破，到"物理AI"向现实场景落地，再到 智能体驱动的个性化服务，AI正逐步从"云端虚拟"走向"实体世界"。 AI"算力瓶颈"如何突破 美国超威半导体公司首席执行官苏姿丰在主旨演讲中说，全球AI活跃用户如今已超过10亿，预计 未来将超过50亿。现在的算力远不足以支撑AI无处不在的愿景，要实现这一点，必须在未来几年内将 全球算力提升100倍。 另一位受苏姿丰邀请的演讲嘉宾、美国世界实验室公司联合创始人兼首席执行官李飞飞在演讲互动 环节说，当前AI发展"正从被动理解文字和图像的系统，转向不仅理解而且能帮助我们与世界互动的系 统"。 自动驾驶、机器人、工业自动化等领域将成为"物理AI"的主战场，通过仿真、数字孪生等技术，AI 将实现与现实世界的交互。黄仁勋在其演讲中强调自动驾驶是"物理AI"的关键应用场景之一，并宣布了 会思考和推理的自动驾驶汽车AI模型Alpamayo。他确信，" ...

新华社北京1月9日电 热点问答｜美消费电子展上演讲嘉宾如何谈AI 新华社记者罗国芳 2026年美国拉斯维加斯消费电子展（CES）6日至9日举行。展会期间，与会嘉宾通过主题演讲勾勒出人 工智能（AI）发展的下一阶段"蓝图"：从算力的底层技术突破，到"物理AI"向现实场景落地，再到智能 体驱动的个性化服务，AI正逐步从"云端虚拟"走向"实体世界"。 AI"算力瓶颈"如何突破 美国超威半导体公司首席执行官苏姿丰在主旨演讲中说，全球AI活跃用户如今已超过10亿，预计未来 将超过50亿。现在的算力远不足以支撑AI无处不在的愿景，要实现这一点，必须在未来几年内将全球 算力提升100倍。 在苏姿丰演讲期间，美国开放人工智能研究中心联合创始人格雷格·布罗克曼受邀登台后也表示，未来 一个国家或地区的国内生产总值（GDP）增长，很大程度上将由其可用算力决定。 算力是处理海量数据并实现实时决策的关键。为了突破算力瓶颈，业界正在从单一提升芯片性能等传统 模式，向全栈协同设计的方向演化。苏姿丰和美国英伟达公司创始人兼首席执行官黄仁勋在演讲中都强 调了从芯片到主机和集群的全栈AI能力，芯片、网络、存储等组件深度融合，形成一体化的AI计算 ...

物理AI元年开启小鹏科技生态全面升级 数据显示，小鹏汽车2025年全球累计交付量达42.94万辆，同比增长126%，创下历史新高。如果2025年 对小鹏汽车而言是"行稳致远"的第三年，那么2026年则被何小鹏定义为"稳进破局"的关键之年。何小鹏 表示："2026、2027、2028年是物理AI非常重要的三年。"这一战略定位标志着小鹏汽车正式从传统汽车 制造商向AI科技公司转型，开启全新发展篇章。 1月8日，小鹏汽车在2026小鹏全球新品发布会上集中发布四款重磅车型。在会后举行的媒体群访环节， 小鹏汽车创始人、董事长何小鹏在接受《证券日报》等媒体记者采访时表示，2026年将是小鹏产品和技 术走向全球、全面"涌现"的第一年，标志着公司正式进入物理AI发展关键阶段。小鹏汽车不仅在新能源 汽车领域持续领跑，更在自动驾驶、Robotaxi、机器人、飞行汽车等前沿科技领域展开全面布局，展现 出强大的技术实力和全球化视野。 在自动驾驶领域，小鹏汽车即将推出的VLA（Vision Language Action）技术被寄予厚望。何小鹏信心满 满地表示："随着VLA在今年完成最终量产发布和升级后，会让大家看到真正全新一代的全自 ...

新华社美国拉斯维加斯1月8日电（记者谭晶晶 黄恒）2026年美国拉斯维加斯消费电子展（CES）正在举行。作为国际消费电子领域的"风向标"，CES历来 是观察前沿技术走向的重要窗口。今年，一个新词被频频提及——"物理人工智能（物理AI，Physical AI）"。 . . . . te t . . . . . . . . in , . . . . . . . . . . . the first ● . . e . r . . y . . . 1 11 i . . - 10 - 14 . : . . . e f . . . . ter and o � . 在展会一系列主题演讲和行业讨论中，"物理AI"成为出现频率最高的关键词之一。AI芯片行业领军企业英伟达首席执行官黄仁勋在主旨演讲中17次提及这一 概念。与2025年CES上热议的"AI智能体"相比，这一新的热词折射出AI技术发展路径和产业关注重点的变化。 "物理AI"究竟是指什么？按照英伟达的解释，"物理AI"是指让摄像头、机器人和自动驾驶汽车等自主系统能够在物理世界中完成感知、理解、推理，并执行 或协调复杂动作。业界普遍认为，其核心并非停留在算法和算力层面，而 ...

Core Insights - Xiaopeng Motors has officially entered a dual technology path of "pure electric + range extender" with the launch of multiple new models and technology updates at its 2026 Spring Product Launch, including the 2026 P7+, G7, G6, and G9 [1][2] Product Launch and Pricing - The 2026 P7+ and G7 are available in both pure electric and range extender versions, with starting prices of 186,800 RMB and 195,800 RMB respectively; the G6 starts at 176,800 RMB, and the G9 starts at 248,800 RMB [1] - The P7+ range extender version has a CLTC pure electric range of 430 km and a comprehensive range of 1,550 km, while the G7's comprehensive range reaches 1,704 km [8][10] Technological Advancements - Xiaopeng has introduced the second-generation VLA model, which eliminates the "language translation" step, allowing direct generation of control commands from visual signals, enhancing the system's ability to handle complex scenarios [2][3] - The second-generation VLA is trained on approximately 100 million real road videos, equating to thousands of years of human driving experience, and operates with a maximum computing power of 2,250 TOPS [2][3] Market Strategy and Global Expansion - Xiaopeng's "super range extender" strategy aims to expand the market reach, with the X9 super range extender achieving a record delivery of 5,424 units in December [8][12] - The company has reported a 126% year-on-year increase in global deliveries, totaling 429,400 units in 2025, and has entered 60 countries, establishing a presence in multiple European markets [12] Localization and Charging Infrastructure - Xiaopeng is focusing on local R&D and production, with nine global R&D centers and several overseas production projects underway, positioning the P7+ as the first "global car" [12] - The charging network has expanded to cover 31 countries and regions, with over 2.66 million public charging stations and a self-operated network in over 430 cities [12]

昨日收涨1.96%的禾赛(HSAI.US)今日美股盘前续涨1.56%，报28.04美元。消息面上，中金发报告指，禾 赛本月在CES 2026上展示最新激光雷达技术成果，并更新交付量、产能规划、战略合作等经营情况。 量产交付能力领先行业；国内外产能稳步推进。L3车型获工信部准入许可，激光雷达单车数量有望提 升。Robotaxi、机器人等下一代物理AI浪潮袭来，激光雷达成关键引擎。该行维持对禾赛2025年营收预 测不变，上调2026年营收预测6.4%。考虑到智驾及机器人板块估值中枢上移，上调美股目标价至31.56 美元。(格隆汇) | HSAI 天赛 | | | --- | --- | | 27.610 + +0.530 +1.96% | 收盘价 01/08 16:00 美东 | | 28.040 + 0.430 +1.56% | 盘前价 01/09 04:07 美东 | | 一 71 24 4 5 8 8 8 目 0 自选 | ● 快捷交易 | | 最高价 28.040 | 开盘价 26.920 成交量 311.46万 | | 最低价 26.430 | 昨收价 27.080 成交额 8551.7万 | | 平均 ...

Core Insights - XPeng Motors officially launched the 2026 models including P7+, G7 Super Range, G6, and G9 at the global product launch event on January 8, 2026, with prices starting from 186,800 RMB for P7+ [1] - The new models feature the second-generation VLA developed by XPeng, which is the first in the industry to achieve L4 initial capabilities, enabling direct generation of action commands from visual signals [1][3] - XPeng's AIOS 6.0 system was introduced, marking a significant upgrade from passive response to proactive service in smart cabins, and will be equipped in the newly launched vehicles [7] Model Specifications - The 2026 P7+ offers a dual energy solution with a pure electric range of 430 km and a comprehensive CLTC range of 1550 km, featuring a space utilization rate of 88% [9] - The G7 Super Range model includes a 55.8 kWh battery and a 60L fuel tank, achieving a CLTC comprehensive range of 1704 km and a pure electric range of 430 km, with a spacious trunk capacity of 779 liters [9] - The G6 is priced from 176,800 RMB, while the G9 starts at 248,800 RMB, showcasing XPeng's diverse product offerings [1] Market Expansion - XPeng achieved a cumulative global delivery of 429,445 units in 2025, representing a 126% year-on-year growth, with products available in 60 countries and regions [7] - The global launch of the 2026 P7+ took place in Brussels, Belgium, on January 9, 2026, as part of XPeng's AI technology manufacturing journey [11]