1月6日，在全球科技盛会CES 2026开幕首日，全球无人城配（RoboVan）及智慧物流领域的领军者新石器无人车宣布，与葡萄牙著名的汽车及移动出行解决 方案提供商Salvador Caetano Auto达成战略合作。 此次强强联手意味着新石器在欧洲市场的进一步提速。双方将依托Caetano Mobility出行生态系统，共同探索未来移动出行趋势，推动葡萄牙乃至整个欧洲 自动驾驶物流生态的转型升级。通过资源共享与优势互补，为欧洲可持续发展及智能化交通注入全新活力。 作为全球低速无人驾驶技术商业化落地的先驱，新石器无人车长期深耕智慧物流领域，在技术创新、场景落地及全球市场拓展方面积累了丰富经验。其核心 技术与产品通过多项国际权威认证，符合欧洲严格的法规与安全标准，为行业树立安全与可靠性的标杆。 此次战略合作也将聚焦低速自动驾驶物流在欧洲的标准化与普及化，以技术创新回应行业痛点，为社会、企业及消费者创造多维价值。体现新石器无人 车"以本地化驱动全球化"的发展理念，让中国自动驾驶深度融入欧洲智慧出行的变革浪潮中。 新石器无人车执行总裁赵优表示："在CES 2026这一全球创新舞台上，与Salvador Caeta ...

Group 1 - The article highlights the rapid development of artificial intelligence (AI) technology, presenting significant opportunities in the market [3] - Alibaba's Qoder has launched a new intelligent code completion feature, NEXT, which has increased AI code adoption rates by 65% [5] - Baidu Encyclopedia has introduced new AI features, including "Dynamic Encyclopedia" and "AI Knowledge Graph," with over 30 million entries and more than 8.03 million contributing users [6] Group 2 - OpenAI-backed household robot Neo, priced at $20,000, is set to revolutionize home automation, with plans for U.S. delivery in 2026 and expansion to other markets in 2027 [7][8] - NVIDIA has released a new AI platform named Alpamayo, designed to enhance the development of autonomous vehicles by enabling reasoning capabilities [10] - Microsoft has acquired Osmos, an AI data engineering platform, to simplify complex data flows and integrate it into Microsoft Fabric, enhancing data analysis capabilities [11] Group 3 - Yann LeCun, a prominent AI figure, criticized Meta's new AI head for lacking experience and warned of potential talent loss within the company [12] - NVIDIA introduced the BlueField-4 data processor, aimed at powering inference context memory storage platforms, designed for large-scale AI inference [13][14]

Core Viewpoint - Magna has announced an expansion of its strategic partnership with NVIDIA to support automakers in implementing projects based on the NVIDIA DRIVE Hyperion platform [1] Group 1: Partnership Details - The core content of the collaboration involves Magna providing a comprehensive service solution that covers system integration, functional validation, and mass production for automakers [1] - Magna will offer technical support for the NVIDIA DRIVE AV autonomous driving software stack, which is powered by the DRIVE AGX Thor high-performance computing platform [1] Group 2: Autonomous Driving Levels - Magna will provide platform implementation and project execution services specifically targeting L2++, L3, and L4 level autonomous driving systems [1] - The partnership aims to ensure seamless deployment of various levels of autonomous driving solutions [1]

Group 1 - Mercedes-Benz announced the launch of its advanced driving assistance system, MB.DRIVE ASSIST PRO, in the US later this year, allowing point-to-point driving on city roads under driver supervision [1] - This system marks a significant expansion of Mercedes-Benz's capabilities beyond highway scenarios, entering the more complex and commercially valuable urban driving market [1] - Currently, Tesla's FSD is the only mass-produced model in the US market offering similar urban driving functionalities, positioning Mercedes-Benz to compete with local automakers for software capabilities [1] Group 2 - The subscription model for MB.DRIVE ASSIST PRO in the US is set at $3,950 for three years, with options for monthly or annual subscriptions, similar to Tesla's FSD approach [3] - This subscription strategy reflects Mercedes-Benz's European market logic, where advanced driving features are offered through subscription or limited-time unlocks [3] - In contrast, the Chinese market has shown limited acceptance of subscription models, with consumers preferring one-time payments for hardware and complete functionalities [4] Group 3 - In China, Mercedes-Benz has opted for a different strategy by bundling the MB.DRIVE ASSIST PRO system with the new electric CLA model, moving from a subscription to a buyout pricing model [6] - This difference illustrates Mercedes-Benz's localized approach to consumer demands and market conditions in the US and China [7] - The core consumer demand in the US focuses on commuting efficiency and long-term usage experience, while in China, users expect systems that are reliable and frequently usable [7]

1.【蔚来宣布第100万台量产车下线，车型为全新蔚来ES8】1月6日上午消息，在今日的蔚来公司第 100万台量产车下线仪式上，蔚来创始人、董事长、CEO李斌发表演讲。他宣布，蔚来公司第100万 台量产车正式下线，第100万台量产车为全新蔚来ES8。他表示，这是蔚来发展的重要里程碑，自 2018年蔚来首台量产车下线以来，到今天三个品牌协同发展实现了这一成就。（新浪汽车） 2.【英伟达发布汽车平台Alpamayo，使车辆可在现实世界中"推理"】英伟达宣布一系列人工智能模 型和工具，旨在加快自动驾驶汽车的开发，为新一代机器人提供助力，从而扩大其技术的应用范围。 首席执行官黄仁勋周一在拉斯维加斯举行的CES展会上表示，该公司推出了一款名为Alpamayo的汽 车平台，使车辆能够在现实世界中进行"推理"。英伟达表示，潜在用户可以自行获取并重新训练 Alpamayo模型。这一免费产品旨在打造能够在突发情况下自行应对的车辆，如交通信号灯发生故障 时。车载计算机将分析来自摄像头和其他传感器的输入信息，将其分解为多个步骤并提出解决方案。 英伟达正在基于与梅赛德斯-奔驰的合作，开发能够在高速公路上实现脱手驾驶、并能在城市中自主 ...

1月6日，无人驾驶板块表现活跃。截至当日收盘，汉鑫科技（920092）、万集科技（300552）、雷尔伟（301016）、山 子高科（000981）、索菱股份（002766）、神通科技（605288）、兴民智通（002355）、北斗星通（002151）、德赛西 威（002920）、路畅科技（002813）、立昂微（605358）、银河电子（002519）、岩山科技（002195）等19股涨停。其 中，雷科防务5连板，索菱股份3连板。 另外，华测导航（300627）、豪恩汽电（301488）、星辰科技（920885）、国科微（300672）等个股涨超10%。 | | 代码 | 名称 | 涨幅% √ | 现价 | 主力净量 | 主力净流入 | 涨跌 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 920092 | 汉鑫科技 | +29.99% | 48.89 | 7.17 | 1.05亿 | 11.28 | | 2 | 300552 | 万集科技 | +20.01% | 37.66 | 4.34 | 2.17 亿 | 6.28 | | 3 | 3 ...

Core Insights - NVIDIA unveiled its new Vera Rubin architecture at CES 2026, boasting a 5x increase in inference performance and a 3.5x increase in training performance compared to the previous Blackwell architecture, while reducing costs by 90% [1][3][8] - The Rubin platform is designed to address the urgent demand for AI computing power, with large-scale production set to begin in the second half of 2026 [3][10][47] Group 1: Vera Rubin Architecture - The Vera Rubin architecture integrates CPU, GPU, networking, storage, and security into a cohesive system, moving away from merely stacking GPUs to creating a unified AI supercomputer [13] - Key components of the Rubin platform include the Vera CPU, Rubin GPU, NVLink 6, ConnectX-9 SuperNIC, BlueField-4 DPU, and Spectrum-6 Ethernet, all designed to enhance AI performance [14][16] - The Rubin GPU achieves 50 PFLOPS of NVFP4 computing power, significantly outperforming the Blackwell GPU [16][27] Group 2: Performance Enhancements - The Rubin architecture's training speed reaches 35 petaflops, while inference tasks can achieve up to 50 petaflops, marking a substantial improvement over Blackwell [27][28] - The architecture's HBM4 memory bandwidth has increased to 22 TB/s, and the NVLink interconnect bandwidth has doubled to 3.6 TB/s, facilitating efficient multi-GPU training [27][29] - The platform reduces the number of GPUs needed for training MoE models by 75%, leading to significant energy savings [28][32] Group 3: AI Applications and Innovations - NVIDIA introduced AlphaMayo, an end-to-end autonomous driving AI capable of reasoning and decision-making without human intervention [49][55] - The company is also launching a comprehensive open-source suite for physical AI, which includes models and frameworks for various applications, including robotics [62][64] - The new DGX SuperPOD, featuring multiple Rubin NVL72 racks, can handle thousands of AI agents and millions of tokens, providing a robust AI infrastructure [41][39] Group 4: Market Impact and Future Outlook - Major cloud providers like AWS, Microsoft Azure, and Google Cloud are expected to be the first to deploy the Rubin architecture, with widespread commercial use anticipated by late 2026 [47] - The advancements in AI infrastructure are expected to drive a significant increase in investment in AI, with estimates of $3 to $4 trillion over the next five years [8] - NVIDIA's innovations are set to redefine the AI landscape, making high-performance computing more accessible and affordable, akin to electricity [8][71]

Group 1 - Nvidia has launched an open-source vision-language-action model, Alpamayo 1, for autonomous driving, featuring 10 billion parameters and a significant breakthrough in openness, providing complete development resources from data to deployment [1] - The model is an inference-based VLA that can reason causal relationships before decision-making, predict intentions of others, and handle multi-step decisions, resulting in a 12% improvement in planning accuracy, a 37% increase in action consistency, and a 25% reduction in collision rates [1] - Nvidia's DRIVE system is entering mass production, with the first model being the new Mercedes CLA, set to hit the roads in the US in 2026, and plans to test Robotaxi services in collaboration with partners in 2027 [1] Group 2 - The open-source end-to-end model is expected to reconstruct the intelligent driving ecosystem, further lowering the threshold for Level 4 (L4) autonomous driving, with recommendations for Robotaxi algorithm companies such as Xiaoma and Wenyuan, and attention on unmanned mining vehicle targets like Xidi Zhijia and Boleton, as well as the upcoming listing of Yikong Zhijia [2] - Recommended components for safety redundancy include steering systems from Cybercab's exclusive supplier, Nexperia, braking systems from Bertley and Ruikem, lidar from Hesai and Suteng, and chips from Horizon and Black Sesame [2] - In addition to intelligent driving, Nvidia's Isaac platform and GR00T basic module development cover various types of robots, including industrial, humanoid, and consumer-grade, with a positive outlook on the resonance between intelligent driving and robotics domain control companies like Kobot, Desay SV, and Jingwei Hengrun [2]

Core Viewpoint - NVIDIA's CEO Jensen Huang presented significant advancements in AI and computing technology at CES, highlighting the launch of the Vera Rubin chip and its applications in AI Agent and Physical AI [2][4]. Group 1: Vera Rubin Chip and Cabinet - The Vera Rubin chip has entered mass production, consisting of six types of chips, including Vera CPU with 227 billion transistors and support for 1.8 TB/s NVLink-C2C connections [2]. - The Rubin GPU features 336 billion transistors with HBM4 bandwidth reaching 22 TB/s, and single GPU NVLink interconnect bandwidth of 3.6 TB/s [2]. - The overall transistor count in the Rubin cabinet is 1.7 times higher than previous generations, with peak inference performance increasing by 5 times and training performance by 3.5 times [3]. Group 2: Design and Storage Enhancements - The Rubin computing board adopts a cable-free design, significantly improving assembly efficiency, reducing assembly time from 2 hours to 5 minutes [3]. - A new storage system, the NVIDIA Context Memory platform, has been introduced, featuring a separate rack that enhances cluster storage capacity and processing capabilities [3]. Group 3: Advancements in AI Technology - NVIDIA introduced the Alpamayo model, a 10 billion parameter visual-language-action model aimed at enhancing autonomous driving capabilities [4]. - The transition to Agentic AI represents a significant shift towards autonomous action, utilizing multi-model and multi-modal systems to create reasoning chains [4]. - The Physical AI platform integrates training, simulation, and inference processes, aiming to accelerate the deployment of Level 4 autonomous driving technology [4]. Group 4: Investment Recommendations - The CES showcase indicates a substantial upgrade in NVIDIA's VR platform, suggesting investment opportunities in the GPU sector and related hardware components [5]. - Attention is recommended for domestic computing power manufacturers and companies involved in advanced manufacturing, packaging, and HBM technologies [5].

Core Insights - The article discusses the evolution of autonomous driving technology in 2025, marking a transition from research to practical implementation, with significant advancements in various technical areas [2][3]. Group 1: Industry Trends - The year 2025 is characterized as a turning point for autonomous driving, with technologies like BEV perception, multi-sensor fusion, and trajectory prediction reaching maturity [2]. - The competition in the smart electric vehicle sector is intensifying, with companies like Horizon, Xiaomi, and Li Auto making notable advancements [4][22]. Group 2: Company Highlights - Horizon has made significant strides with its HSD technology, showcasing high potential in end-to-end solutions and innovative approaches like GoalFlow and ResAD [9]. - Xiaomi's autonomous driving development has rapidly progressed, with a team exceeding 1000 members and a series of iterative improvements leading to the release of HAD enhanced version [10][11]. - Li Auto has established itself in the domestic autonomous driving tier, although it faces challenges in transitioning from range-extended to pure electric vehicles [13]. - Xiaopeng Motors experienced a rebound in sales, doubling its volume to nearly 430,000 units in 2025, driven by the successful launch of VLA 2.0 technology [14]. - Bosch is actively investing in both research and production lines, focusing on end-to-end solutions and enhancing its engineering capabilities [16]. Group 3: Future Outlook - The competition in the smart electric vehicle market is expected to become more fierce in 2026, with a shift towards L3 and L4 autonomous driving technologies gaining traction [22][23].