" 「六芯组合」是单芯片红利触顶的现实倒逼，也是英伟达在推理 市场的破局之举。 " 作者丨赵之齐 编辑丨包永刚 在预训练赛道凭借硬件性能与生态优势称霸的英伟达，进入AI推理时代后，面临新的挑战。 在CES 2026上，英伟达创始人兼CEO黄仁勋强调了"物理AI"是AI的下一波浪潮。他将推理性AI置于核心 位置，发布了具备自主思考能力的自动驾驶AI Alpamayo，提出了与西门子联手打造工业AI的未来蓝图， 并且， 也披露了下一代AI计算平台Vera Rubin的细节。 显然，黄仁勋不愿让Rubin停留在"概念革命"的想象层。他花了大量篇幅阐述AI推理带来的挑战：模型规 模每年增长十倍，推理从单次生成走向多步思考，所需算力呈指数级膨胀，更长的上下文也导致存储与带 宽压力飙升。 对此，英伟达给出的解决方案是，集成Vera CPU、Rubin GPU、NVLink 6交换机、ConnectX-9 SuperNIC、BlueField-4 DPU和Spectrum-X以太网交换机的组合平台。 在部分业内人士眼中， 这是一场"营销意味更重"的发布： 面对TPU、超节点等在推理领域相继崛起，以 及单芯片制程逼近物理极限 ...

Core Viewpoint - Xiaopeng Motors has launched four new models at the 2026 Global New Product Launch, showcasing advancements in AI technology and electric vehicle capabilities, including the P7+, G7, G6, and G9, with a focus on enhancing user experience and global market presence [1][36]. Group 1: Product Launch Details - The 2026 Xiaopeng P7+ is available in both super range and pure electric versions, with prices starting at 186,800 RMB for both variants [1]. - The 2026 Xiaopeng G7 offers four versions, with prices ranging from 195,800 RMB to 205,800 RMB, and features both super range and pure electric options [1]. - The 2026 Xiaopeng G6 is priced from 176,800 RMB, while the G9 starts at 248,800 RMB, showcasing a range of pricing and features across the models [1]. Group 2: Promotional Offers - Customers who place orders for the 2026 models by March 31, 2026, can receive various incentives, including an 8,000 RMB subsidy for the P7+, G7, and G6, and a 12,000 RMB subsidy for the G9, along with additional benefits [2]. Group 3: Technological Advancements - The second-generation VLA and AIOS 6.0 systems are introduced, enabling advanced AI capabilities for intelligent driving and user interaction, marking a significant leap in the automotive industry [4][6]. - The second-generation VLA achieves L4-level capabilities, allowing for direct generation of action commands from visual signals, enhancing the vehicle's understanding of the physical world [4]. - The AIOS 6.0 system features a redesigned interface and introduces a nationwide 3D navigation map, enhancing the user experience [6]. Group 4: Performance and Efficiency - The 2026 P7+ boasts a pure electric range of 430 km and a combined range of 1550 km, with a low energy consumption of 10.9 kWh/100 km in electric mode [12]. - The vehicle supports ultra-fast charging, allowing for a 10%-80% charge in just 12 minutes, significantly reducing range anxiety for users [12]. Group 5: Safety Features - The P7+ meets dual five-star safety standards and features a robust battery system that remains safe under extreme conditions, exceeding upcoming national standards [17]. - The vehicle's structure includes a one-piece cast aluminum floor and high-strength body, providing enhanced safety during impacts [17]. Group 6: Market Position and Global Strategy - Xiaopeng Motors has delivered 429,445 vehicles globally in 2025, marking a 126% year-on-year increase, and is expanding its presence in 60 countries [9]. - The launch of the P7+ and G7 signifies Xiaopeng's commitment to providing diverse electric mobility solutions and establishing a strong foothold in international markets [9].

点 击 蓝 字 关 注 我 们 本文全文共 1349 字，阅读全文约需 4 分钟 销量表现 01 乘用车市场整体表现 11月，乘用车市场销量为203.0万辆，同比下降16.1%，环比下降3.5%；新能源市场销量 约为121.9万辆，同比下降1.9%，环比上升2.5%。 11月，新能源市场的销量占总体乘用车销量的60.0%，较上月增加3.5%，相比去年同期 上涨8.7%。 新能源市场整体表现 新能源乘用车市场销量TOP10城市 11月，纯电动销量约77.0万辆，同比上涨2.3%，环比上涨0.8%；插电混动销量约44.9万 辆，同比下降8.5%，环比上涨5.5%。 2025年新能源累计销量1104.2万辆，累计同比上涨16.8%。 11月，TOP 10城市销量占比为27.2%，比上月(26.1%)增加1.1%；TOP 3城市分别是：上 海市、广州市、北京市。 分燃料类型看，TOP 10 城市除西安外销量均以纯电动居多；从产权归属看，以个人用户 居多。 本月TOP 10城市除成都市(59.8%)外新能源渗透率均超过60%，TOP3城市为：深圳市 (72.3%)、杭州市(70.4%)和上海市(69.9%)。 纯电动细 ...

图片由AI生成 作为英伟达在自动驾驶领域的竞争对手之一，英特尔子公司Mobileye也正将"物理AI"视为下一代核心方 向。 今年CES期间，Mobileye宣布收购人形机器人公司Mentee Robotics，引发行业关注。 根据官方信息，这次收购对价总额约为9亿美元（具体金额可能因相关调整而发生变动），其中包括约 6.12亿美元现金及至多约2620万股Mobileye A类普通股（具体股数将根据交割前Mentee期权的归属情况 做相应调整）。 Mobileye强调，上述金额并非最终金额，将根据股份购买协议条款进行调整。 该交易预计于2026年第一季度完成。 收购完成后，Mentee将作为Mobileye旗下独立事业部运营，在保持团队与业务连续性的同时，依托 Mobileye的AI训练基础设施，加速其AI软硬件能力的整合。 Mobileye首席执行官阿姆农·沙书亚（Amnon Shashua）表示，"双方的强强联合将使我们把握时代赋予 的独特机遇，在全球范围内引领物理AI技术在机器人与驾驶自动化领域的演进。" "Mobileye是一家在物理AI领域工作的AI公司。"沙书亚在CES的演讲中强调，过去Mobil ...

来源：环球网 【环球网财经报道 记者 陈超】与往年科技界聚焦大模型参数竞赛不同，今年CES的核心议程转向了一 个具体的产业方向：物理AI。英伟达创始人兼CEO黄仁勋在开展前的演讲中直言："物理AI的'ChatGPT 时刻'已然到来。"他指出，机器开始具备理解真实世界、推理并付诸行动的能力。 物理AI，即AI与现实世界的融合。高通技术公司高管Nakul Duggal在CES论坛上表示，过去十多年积累 的技术创新正在加速跨领域融合，物理AI具备高度普及化的潜力，行业已具备规模化的条件。 从概念到场景落地物理AI 在这一趋势下，中国供应链凭借在机器人、光学显示、智能硬件等领域积累的制造能力和快速迭代经 验，正成为承接本轮物理AI落地的关键力量。这种力量正通过一批已深入全球市场的企业具体呈现。 它们的共同路径是，不再仅依赖成本优势，而是凭借对细分场景的深度洞察、全栈技术整合与坚定的长 期主义，将前沿的AI概念转化为稳定、可靠且具有全球竞争力的物理产品。 与往年单纯比拼硬件参数不同，本届CES上，真正的创新指向了解决具体物理世界难题的能力。追觅科 技洗地机事业部负责人许成锋在接受采访时明确了这一转变："洗地机已经过了吸 ...

钛媒体App 1月9日消息，美西时间1月6日-8日，钛媒体CES 2026「Talk to the World」系列论坛在拉斯维加斯举办。会上，深庭纪CEO王弢表示，物理AI不该 从洗碗这种关键任务开始，机器人每十次打碎一个杯子，就永远失去了信任。我们从陪孩子户外玩耍这样的小事起步，在捡球、散步中建立情感连接。人类 与机器人不是对手，而是共同成长的伙伴。当AI在真实场景中学习进化，赢得信任后，才能真正走进家庭，完成更关键的任务——这才是物理AI该有的样 子。（CES 2026） ...

鱼羊 发自 拉斯维加斯 量子位 | 公众号 QbitAI 豆包手机刚在2025年底掀起关于AI硬件新形态的讨论，2026新年之初，新的风向就已显现苗头—— 就在被认为将揭开新一年科技趋势的CES 2026上，一个共识正在各大厂商的行动中浮出水面： 所有的设备都会变成AI设备。 不仅是传统的手机、PC，呈现出更加智能的形态： 智能硬件新物种，呈现的方式也越来越五花八门： 甚至更深层的变化，也开始暗潮汹涌…… 比如英伟达老黄、AMD苏妈都在cue的关键词「物理AI」。 以及其背后更广泛意义上的， AI「超级入口」新竞争 。 在过去的移动互联网时代，超级App们，就是「超级入口」的代表：具有强大的流量聚集能力，连接用户与多种场景，成为用户进入数字世界 的主要通道。 历史的经验已经证明，移动互联网时代的赢家们，关键胜负手，正是通过软硬件结合和服务生态，牢牢掌握住了操作系统和应用分发的入口， 在「超级入口」竞争中跻身上游。 来到大模型时代，同样的底层逻辑正在显现。 当基础模型竞争逐渐收拢，AI领域的排位赛开始从底层技术导向，向应用层，乃至更全面更复杂的生态层延伸。 前有OpenAI、Qwen推进C端应用，后有英伟达老黄 ...

Core Viewpoint - Xiaopeng Motors continues its product offensive in 2026, launching four new models with advanced L4-level computing capabilities and proactive intelligent cockpit services, embodying the concept of "technology equality" [1] Group 1: New Model Launches - On January 8, 2026, Xiaopeng Motors unveiled the 2026 models of P7+, G7 Super Range, G6, and G9, with global releases in 36 countries [1] - The pricing for the new models starts at 186,800 RMB for P7+, 195,800 RMB for G7, 176,800 RMB for G6, and 248,800 RMB for G9 [1] - The 2025 cumulative delivery reached 429,445 units, marking a 126% year-on-year growth, with products available in 60 countries and regions [3] Group 2: Technological Innovations - The new models feature the second-generation VLA developed by Xiaopeng, capable of achieving L4 initial capabilities, with a direct generation of action commands from visual signals [5] - The second-generation VLA software will begin vehicle deployment in March 2026, with Robotaxi already passing third-party testing [5] - The newly launched Tianji AIOS6.0 system upgrades the intelligent cockpit from passive response to proactive service, enhancing user interaction [5] Group 3: Model Features and Specifications - The 2026 P7+ offers a spacious interior with an 88% usable area, a trunk capacity of 725L, expandable to 2,221L, and features like a zero-gravity passenger seat [7] - The G7 Super Range emphasizes over 20 luxury comfort features and a spacious interior, with a trunk capacity of 779L, expandable to 2,237L [9][10] - The G6 and G9 models are equipped with high-performance Turing AI chips and the Tianji AIOS6.0 system, providing various intelligent driving and cockpit options [12][14]

Core Insights - Xiaopeng Motors launched four new models at the 2026 Global Product Launch, including the P7+, G7 Super Range, G6, and G9, with global releases in 36 countries [1][10][37] - The P7+ is highlighted as the world's longest-range extended-range electric sedan, featuring both electric and extended-range versions with prices starting at 186,800 RMB [1][15] - The G7 Super Range boasts a comprehensive range of 1,704 km, making it a significant addition to the SUV market [23][25] Group 1: Product Launch Details - The 2026 P7+ offers two energy forms: extended-range and pure electric, with prices for the extended-range versions set at 186,800 RMB and 198,800 RMB [1] - The G7 is available in four versions, with prices ranging from 195,800 RMB to 205,800 RMB, while the G6 starts at 176,800 RMB [1] - The G9 features three versions with prices from 248,800 RMB to 278,800 RMB, showcasing Xiaopeng's commitment to diverse offerings [1] Group 2: Technological Advancements - The new models are equipped with the second-generation VLA and AIOS 6.0, enabling advanced intelligent driving and cabin experiences [4][8] - The second-generation VLA achieves L4-level capabilities, allowing for direct action generation from visual signals, marking a significant innovation in AI technology [4][6] - The AIOS 6.0 system enhances user interaction with a 3D navigation interface and proactive service capabilities, setting a new standard in smart cabin technology [8] Group 3: Performance and Efficiency - The P7+ achieves a pure electric range of 430 km and a combined range of 1,550 km, with a low energy consumption of 10.9 kWh/100 km in electric mode [15] - The G7 Super Range features a 55.8 kWh battery and a 60L fuel tank, allowing for a combined range of 1,704 km and a pure electric range of 430 km [25] - Both models support rapid charging capabilities, with the P7+ able to charge from 10% to 80% in just 12 minutes [15][25] Group 4: Safety Features - The P7+ meets dual five-star safety standards for China and Europe, incorporating advanced safety features such as a robust battery structure and a high-strength body [19] - The G7 Super Range includes comprehensive safety measures, with a battery pack featuring 17 safety protections and an active safety system for various driving conditions [29] - The vehicles are designed to provide a secure driving experience, with innovative safety technologies addressing complex road scenarios [19][29] Group 5: Market Position and Strategy - Xiaopeng Motors reported a 126% year-on-year increase in global deliveries, reaching 429,445 units in 2025, and aims to expand its market presence in over 60 countries [10] - The launch of these new models signifies Xiaopeng's strategic shift towards global markets, emphasizing its commitment to innovation and quality [10][37] - The company aims to integrate AI technology deeply into its products, enhancing user experience and establishing a strong foothold in the global automotive industry [37]

禾赛-W（02525）盘中涨超3%，截至发稿，股价上涨2.78%，报214.40港元，成交额8827.23万港元。 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 禾赛-W（02525）盘中涨超3%，截至发稿，股价上涨2.78%，报214.40港元，成交额8827.23万港元。 中金研报指出，禾赛-W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、机械人等下一代物理AI浪潮袭来，激光雷达成关键引擎。 责任编辑：卢昱君 中金研报指出，禾赛-W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、机械人等下一代物理AI浪潮袭来，激光雷达成关键引擎。 责任编辑：卢昱君 ...