Core Viewpoint - The article announces the launch of the "Black Warrior Series 001," a lightweight autonomous driving solution aimed at research and education, with a promotional price of 34,999 yuan and a deposit scheme for early orders [1]. Group 1: Product Overview - The Black Warrior 001 is developed by the Autonomous Driving Heart team, featuring a comprehensive solution that supports perception, localization, fusion, navigation, and planning, built on an Ackermann chassis [2]. - The product is designed for various educational and research applications, including undergraduate learning, graduate research, and as teaching tools in laboratories and vocational schools [5]. Group 2: Performance Demonstration - The product has been tested in multiple environments, including indoor, outdoor, and underground scenarios, showcasing its capabilities in perception, localization, fusion, navigation, and planning [3]. Group 3: Hardware Specifications - Key sensors include: - 3D LiDAR: Mid 360 - 2D LiDAR: Lidar Intelligent - Depth Camera: Orbbec, with built-in IMU - Main Control Chip: Nvidia Orin NX 16G - Display: 1080p [19] - The vehicle's weight is 30 kg, with a battery power of 50W and a voltage supply of 24V, providing a runtime of over 4 hours [21]. Group 4: Functional Capabilities - The system supports various functionalities such as 2D and 3D SLAM, point cloud processing, vehicle navigation, and obstacle avoidance [24]. Group 5: Software Framework - The software framework includes ROS, C++, and Python, allowing for one-click startup and providing a development environment for users [23]. Group 6: After-Sales and Maintenance - The company offers one year of after-sales support (excluding human damage), with free repairs for damages caused by operational errors or code modifications during the warranty period [46].

Core Insights - Tesla Inc. reported a decline in global deliveries for the second quarter of 2025, marking a 13.5% decrease year-over-year, with total deliveries at 384,122 vehicles, the worst decline in the company's history [1][3][4] - Despite the weak delivery report, Tesla shares rose by 5%, indicating strong growth prospects [1] - The company faces increasing competition from next-generation EVs from Chinese automakers, which are gaining market share due to lower price points and frequent model updates [4] Delivery and Production Data - In Q2 2025, Tesla delivered 384,122 vehicles, including 373,728 Model 3/Y and 10,394 other models, down from the previous year [3] - Tesla produced 410,244 vehicles during the same quarter, comprising 396,835 Model 3/Y and 13,409 other models [3] Market Challenges - Tesla is experiencing challenges from rising competition, particularly from Chinese EV manufacturers, which are impacting its market share [4] - Political backlash against CEO Elon Musk is also affecting the company's reputation and sales [4] Future Growth Potential - Analysts see significant growth potential in Tesla's robotaxi service, which launched in Austin, TX, with plans for rapid expansion [5][6] - The robotaxi market is viewed as a multi-trillion-dollar opportunity, with potential to double Tesla's market capitalization by the end of 2026 [5] ETFs with Tesla Exposure - Several ETFs have substantial allocations to Tesla, including: - Simplify Volt TSLA Revolution ETF (TESL) with an AUM of $30.9 million and an expense ratio of 1.20% [2][7] - Consumer Discretionary Select Sector SPDR Fund (XLY) with an AUM of $22.7 billion, holding 16% in Tesla [2][8][9] - Vanguard Consumer Discretionary ETF (VCR) with an AUM of $6.1 billion and a 16.1% allocation to Tesla [2][10] - The Nightview Fund (NITE) with Tesla as the top holding at 14.5% of its assets and an AUM of $26.4 million [2][11] - Fidelity MSCI Consumer Discretionary Index ETF (FDIS) with an AUM of $1.8 billion and a 14.7% allocation to Tesla [2][12]

作者 | Fanzhi Zeng 来源 | 深蓝AI 点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近15个 方向 学习 路线 >>自动驾驶前沿信息获取 → 自动驾驶之心知识星球 本文只做学术分享，如有侵权，联系删文 摘要 基于规则 的决策系统 通过定义明确的规则来指导车辆行为， 具备很好的透明性和可解释性。但也存在 着 高度依赖于专家知识，开发成本高昂，对复杂动态交通环境的适应性有限 等问题。 针对上述提到的相关问题，并且考虑到目前大语言模型 展现出丰富的世界知识和强大的推理能力 。本 文提出了一种新颖的基于规则决策的LLM驱动的自动驾驶框架 ADRD 。在自动驾驶仿真平台highway- env上的实验结果表明， ADRD在多种典型驾驶场景中表现出强大的泛化能力和鲁棒性。与传统的知识 驱动方法和数据驱动的强化学习方法相比，ADRD在决策性能、响应效率和可解释性方面取得了显著提 升。 论文标题： ADRD: LLM-Driven Autonomous Driving Based on Rule-based Decision Systems 论文作者： Fanzhi Zeng, S ...

Investment Rating - The report maintains a "Buy" rating for Pony AI Inc. with a 12-month price target of US$26.00, indicating an upside potential of 97.1% from the current price of US$13.19 [13]. Core Insights - Pony AI has commenced Robotaxi road-testing in Luxembourg after obtaining the necessary permits, marking a significant step in its overseas expansion strategy [7][8]. - The company is focusing on expanding its Robotaxi fleet in international markets while also ramping up operations in China, with expectations of improved profitability this year [1][8]. - The partnership with local vendors, such as Emile Weber in Luxembourg, is anticipated to facilitate faster expansion and deployment of electric autonomous vehicles [7]. Summary by Sections On-Road Testing - Pony AI started on-road testing in Luxembourg in July after receiving a scientific permit for L4 autonomous driving in April [7]. - Initial testing began in Lenningen and is set to expand to additional areas, supported by local mobility solution providers [7]. Overseas Expansion - The report highlights the trend of Chinese Robotaxi companies accelerating their overseas market entry while also increasing fleet sizes in China [8]. - Pony AI has signed a Memorandum of Understanding with Dubai's Roads and Transport Authority to deploy its Robotaxi fleet in the region [8]. Financial Projections - Revenue projections for Pony AI show significant growth, with expected revenues increasing from US$75 million in 2024 to US$3.858 billion by 2032, reflecting a compound annual growth rate [10]. - The report anticipates a substantial increase in Robotaxi operational volume, projecting growth from 124 units in 2024 to 53,000 units by 2032 [10]. - The EBITDA margin is expected to improve significantly, reaching 36.2% by 2032 [10].

🚖 **Tesla Robotaxi Shines Bright at Night!** 🌌Just had a mind-blowing ride with @DirtyTesLa, and let me tell you—Tesla’s Robotaxi is a game-changer! 🚨 Watched it flawlessly handle an ambulance zooming by, navigating like a pro in the dark.https://t.co/Zk5N8QzM9j ...

Core Insights - JD Logistics has launched its self-developed unmanned light truck product, JD Logistics VAN, marking a significant advancement in its logistics capabilities [1] Product Features - The JD Logistics VAN boasts a maximum range of 400 kilometers when fully loaded, showcasing its efficiency for long-distance deliveries [1] - It is equipped with L4 level autonomous driving capabilities for public road operation, indicating a high level of automation and safety [1] - The vehicle can autonomously plan optimal routes, accurately identify obstacles, and flexibly avoid them, demonstrating advanced navigation and obstacle avoidance technology [1] - The product is designed to handle complex traffic environments, including mixed traffic with pedestrians and vehicles, enhancing its operational versatility [1]

IT IS THE SECOND MAJOR WAVE OF LAYOFFS THIS YEAR. >> FIRST, WE CHECK IN ON THE MARKETS, THE EQUITY BENCHMARK IN CHECK. IT REALLY SHRUGS OFF THE SELLOFF THAT WE SEE IN THE BOND MARKET RIGHT NOW. UP .5%. THE DATA COMING IN ON U.S. JOBS IS WEAK, BUT COULD WE SEE FED STIMULUS BAKED INTO THE MARKET? TECH LEADS THE CHARGE TODAY. VEHICLES DELIVERED BY TESLA IN THE SECOND QUARTER. TECHNICALLY THAT CAME IN BELOW CONSENSUS. HOWEVER, WE SAW EXPECTATIONS GET RESET. MAYBE THIS CAME IN ABOVE THE LOWEST LEVEL OF EXPECTATI ...

Group 1 - Tesla's deliveries from April to June totaled 384,122, marking a 13.5% decline compared to the same period last year, indicating a continued slump in production [1] - Wall Street analysts had anticipated approximately 1,000 more deliveries than reported, highlighting a significant shortfall in expectations [1] - Tesla's profits for the first quarter fell by 71% to $409 million from $1.39 billion, with revenues dropping 9% to $19.3 billion, which were also below forecasts [9] Group 2 - Despite the negative delivery figures, analysts at Wedbush expressed optimism about Tesla's future, citing advancements in autonomous driving, robotics, and other technologies as key growth drivers [6] - The stock price of Tesla experienced a 5% decline earlier in the week but rebounded with a 4.5% increase on Wednesday, suggesting some recovery in investor sentiment [6] - The upcoming financial details for Tesla are expected to be published later this month, which may provide further insights into the company's performance [7]

African ride-hailing startup Moove is close to raising $1.2 billion in a debt round that will help it finance a rollout of an autonomous-driving fleet with Alphabet’s Waymo and expand in the US https://t.co/ZXzx6Zptfb ...

Core Insights - WeRide has become the first company authorized to road test autonomous logistics vehicles in Huangpu, Guangzhou, with its Robovan W5 [1][6] - The Robovan W5 has received its second active road testing permit, indicating progress towards large-scale commercialization of autonomous delivery solutions [3] - A strategic policy framework introduced by Guangzhou Development District and Huangpu District aims to accelerate the development of intelligent connected and new energy vehicles, supporting the deployment of autonomous technologies [4] Company Overview - WeRide is a global leader in the autonomous driving industry and the first publicly traded Robotaxi company, with operations in over 30 cities across 10 countries [9] - The company has received autonomous driving permits in five markets: China, the UAE, Singapore, France, and the US [9] - WeRide's Robovan W5 is designed for high-frequency urban logistics, featuring a cargo volume of 5.5m³, a maximum payload of 1,000kg, and a driving range of up to 220km [5] Technology and Safety - The Robovan W5 is equipped with Level-4 autonomous driving technology and a proprietary redundant sensor suite, ensuring 360-degree awareness in all conditions [7] - Safety features include a redundant drive-by-wire chassis, emergency braking, collision warning systems, and real-time driving status monitoring [7] Market Potential - The global smart logistics sector is projected to exceed USD 100 billion in the next three years, reaching an estimated USD 784 billion by 2030, positioning WeRide to lead in this growing market [8]