马斯克称没有"自动驾驶"的燃油车，就像"骑着马用着翻盖手机" X 马斯克此言论是为了回应网友针对美国汽车制造商电动化转型的一则评论。此前有网友表示，他认为福 特在电动化方面下了狠手，但除了特斯拉，美国汽车工业只会依靠销售大型燃油SUV和皮卡赚钱，因 此，只有特斯拉和比亚迪在电动汽车领域取得了成功。 比特币矿企HODL Ranch联合创始人兼首席技术官杰西·佩尔坦(Jesse Peltan)认为，福特仍然认为生产电 动汽车的理由是减少排放，这说明传统汽车行业对此种范式转变的理解有多么匮乏。 【文/观察者网 潘昱辰 编辑/高莘】12月17日，特斯拉首席执行官（CEO）埃隆·马斯克在社交网络上评 价称，没有自动驾驶能力的燃油车，就像"骑着马用着翻盖手机"。 杰西·佩尔坦 X "自动驾驶技术势不可挡。一旦汽车实现自动驾驶，燃油车的运营成本将变得完全无法承受，而减排只 是附带效应。电动汽车从根本上，是实现自动驾驶的更佳平台。"佩尔坦表示。 对此马斯克表示赞同："多年前我就说过，非自动驾驶燃油车就像骑马时用翻盖手机一样；但你不可能 把好想法强加给传统产业，它们只会执意走向消亡。" 这番讨论正值福特汽车于本周宣布将计提19 ...

Group 1 - The core viewpoint is that Tesla's automotive business has been significantly downplayed, with its per-share value estimated at only about $30 to $40 [1] - Currently, Tesla's stock price reflects a bet on future potential that has not yet been fully realized, shifting focus from electric vehicle delivery volumes to advancements in robotics and AI [1] Group 2 - According to the analysis, autonomous driving now accounts for over 70% of Tesla's overall value, including the long-term commitment to the Robotaxi platform and the humanoid robot Optimus [3] - The growth of Tesla's energy business is notable, with its value now comparable to or possibly exceeding that of the automotive business [3] - When excluding the market's high expectations for autonomous driving software and energy storage, the remaining value of the electric vehicle business appears significantly overvalued relative to the current stock price [3] - The long-term energy strategy of Tesla is viewed positively, as the energy business is seen as a future profit engine that the market has not yet fully appreciated [3]

Group 1 - Waymo is negotiating to raise $15 billion, which would significantly increase its valuation to a maximum of $110 billion, more than double its previous valuation of $45 billion from October last year [1][2] - The company has expanded its autonomous taxi services to 26 markets, including both domestic and international locations, and is planning to launch services in additional cities next year [1][3] - Waymo's paid rides have exceeded 450,000 per week, with a total of 14 million rides provided since 2025, aiming to surpass 20 million rides by the end of 2025 [2] Group 2 - Competitors in the Robotaxi space, such as Amazon's Zoox and Tesla, are also accelerating their service deployments, with Zoox offering free rides in Las Vegas and parts of San Francisco, while Tesla is testing fully autonomous Robotaxis in Austin [3]

责任编辑：栎树 财经频道更多独家策划、专家专栏，免费查阅>> 格隆汇12月18日丨海马汽车(000572.SZ)在投资者互动平台表示，公司暂未获悉有参与海南环岛自动驾 驶测试业务的相关信息或安排。公司始终关注自动驾驶产业政策，积极研究如何利用政策红利提升产品 竞争力，努力提升整体盈利能力和市场竞争力。 ...

那么，在汽车主业正面临增程市场格局生变、竞争空前激烈、公司营收承压并重陷亏损的当下，理想为 何要"兵出奇招"，闯入早已是红海的智能眼镜市场？ 笔者认为，这并非一次心血来潮的"跨界"，而是一套深思熟虑、攻守兼备的战略"组合拳"。首先，这是 一次应对主业压力的主动出击。在主业务承压之际，开辟一条具科技光环的"第二增长曲线"，能在资本 与舆论层面有效转移市场对短期财务表现的过度聚焦，为团队和投资者讲述一个关于未来的新故事。其 次，这是一次企业身份的重塑宣言。通过Livis，理想急切地试图撕下"汽车公司"旧标签，将自己重新定 义为具身智能企业。 这副眼镜正是其承载AI服务、无缝串联"车、家、人"三大场景的战略入口，其符号意义远大于作为配件 的硬件本身。更深层来看，这也是一次为长远技术护城河蓄能的隐秘工程。Livis作为用户在车外的感 官延伸，能够持续收集真实世界的第一视角、多模态数据。这些珍贵的数据流，将源源不断地反哺理想 的AI大模型与自动驾驶系统的迭代。 近日，理想汽车正式推出了首款量产AI眼镜——Livis。这款仅重36克的消费电子设备，被官方赋 予一个颇具野心的定义：最强人工智能附件。它的登场，远非一次简单的 ...

海马汽车12月18日在互动平台表示，公司暂未获悉有参与海南自贸港启动封关运作相关活动的安排。公 司暂未获悉有参与海南环岛自动驾驶测试业务的相关信息或安排。 ...

Key Points - Apple is in talks with Indian semiconductor manufacturers to assemble and package iPhone chips in India, marking a shift from just final assembly to more complex semiconductor packaging [4][5] - Tencent has upgraded its large model research architecture, establishing new departments to enhance its AI capabilities, with a former OpenAI researcher appointed as chief AI scientist [7][8] - Xiaomi's new model, MiMo-V2-Flash, was launched by "genius girl" Luo Fuli, achieving a top 2 ranking among global open-source models [12] - MiniMax and Zhiyu have passed the Hong Kong Stock Exchange hearing, aiming to become the first publicly listed large model companies [21][22] - Neta Auto has established a new company named "Qianhe Auto" for restructuring purposes amid financial difficulties [24][25] - OPPO's executive shared a humorous experience of meeting a fan while undergoing dental surgery, highlighting the company's engagement with consumers [27][28] - Meta is planning layoffs in its metaverse department, reallocating resources towards AI smart glasses due to better market performance [44][45] - BYD has commenced comprehensive testing of its L3 autonomous driving technology, having completed over 150,000 kilometers of road validation [34] - Xiaomi plans to invest approximately 400 billion yuan in R&D in 2026, as part of a larger 2 trillion yuan investment over the next five years [40][41] - iRobot has entered bankruptcy and is being acquired by its main manufacturer, Sunkwan Group, which will retain the iRobot brand and continue operations in China [39][40]

Market Overview - On December 17, US stock indices closed lower, with technology stocks leading the decline. The Nasdaq fell over 400 points, while the Dow Jones dropped by 228.29 points, a decrease of 0.47%, closing at 47,885.97 points. The Nasdaq fell by 418.14 points, down 1.81%, ending at 22,693.32 points. The S&P 500 index decreased by 78.83 points, down 1.16%, closing at 6,721.43 points [1]. Federal Reserve Insights - Federal Reserve Governor Christopher Waller expressed support for further interest rate cuts to bring rates back to neutral levels, indicating that current rates are up to 100 basis points above neutral. He emphasized a gradual approach to rate cuts, suggesting that there is no need to rush [3]. Technology Sector Performance - The S&P 500 index saw seven sectors decline and four rise. The technology and communication services sectors led the declines with drops of 2.19% and 1.90%, respectively. Major tech stocks mostly fell, with ASML, Oracle, and AMD dropping over 5%, while Tesla and Broadcom fell over 4% [5]. AI-Related Stocks - AI-related stocks generally declined, with Nvidia down 3.8%, Broadcom down 4.5%, AMD down 5.3%, Oracle down 5.4%, and Tesla down 4.6%. Oracle faced significant setbacks in its AI infrastructure expansion plans, with its major data center partner, Blue Owl Capital, withdrawing support for a $10 billion project. However, Oracle stated that negotiations for the project are proceeding as planned [6]. Financial Sector Movements - The financial sector showed mixed results, with Mizuho Financial down over 2%, while American Express and Deutsche Bank fell over 1%. Conversely, American International Group rose over 1% [7]. Energy Sector Performance - The energy sector saw most stocks rise, with US Energy up over 5%, and ConocoPhillips and Occidental Petroleum up over 4%. Other major energy companies also experienced gains, while some smaller firms saw slight declines [7]. Chinese Stocks Performance - Most popular Chinese stocks declined, with the Nasdaq Golden Dragon China Index down 0.73%. Stocks like Huya, Pinduoduo, NIO, and Li Auto fell over 3%, while Baidu and New Oriental saw slight increases [7].

萝卜快跑获颁阿布扎比首批全无人驾驶商用牌照、滴滴出行加入阿布扎比智能和自动驾驶汽车产业 集群、文远知行与优步在阿布扎比正式启动L4级纯无人Robotaxi商业化运营……近期，阿联酋首都阿布 扎比迎来中国自动驾驶企业的集中落地。 业内人士认为，随着商业化的不断加快和全球化的持续推进，包括中东和东南亚地区在内的新兴市 场逐渐成为我国自动驾驶企业出海的重点区域。 政策驱动 企业扎堆中东地区 我国自动驾驶企业为何"扎堆"选择中东市场？赛迪顾问汽车产业研究中心资深分析师徐墨娴表 示："中东地区，以其明确的顶层设计优势和基础设施投入，吸引着企业加速全无人驾驶技术的应用闭 环。" 阿联酋政府发布的《2030人工智能战略》允许全无人驾驶车辆上路，并提出"到2030年，全国25% 的日常交通由智能和无人驾驶承担"。"这一国家层面的政策支持，为萝卜快跑在阿布扎比获得全无人驾 驶Robotaxi商业化运营许可提供了关键保障。"萝卜快跑相关负责人表示。 随着技术方案日趋成熟，商业化进程不断加快，企业开始将目光投向政策更友好、场景差异化更显 著的新兴市场。在这一阶段，除政策与基建优势突出的中东地区外，东南亚市场也凭借庞大的人口基数 和 ...

Group 1 - The core viewpoint of the articles highlights the significant advancements of Beijing-based automaker BAIC New Energy in the electric vehicle sector, particularly with the launch of the Arcfox Alpha S (L3 version), which has received conditional autonomous driving approval [1][2] - The Arcfox Alpha S (L3 version) is one of the first models in China to obtain L3-level (conditional autonomous driving) road trial qualifications, marking a critical milestone in the country's autonomous driving technology transition from validation to mass production [1] - The vehicle can operate on specific highways and urban expressways in Beijing at speeds of up to 80 km/h, showcasing the company's competitive edge in the smart driving arena [1] Group 2 - BAIC New Energy's sales performance has been impressive, with October and November sales exceeding 30,000 units, and November sales reaching 32,328 units, representing a year-on-year growth of 113% [2] - From January to November, the total sales reached 174,371 units, reflecting a year-on-year increase of 79%, positioning the company among the top tier of new energy vehicle manufacturers [2] - The sales surge is attributed to the collaborative efforts of the Arcfox and Xiangjie brands, with Arcfox achieving cumulative sales of 136,592 units (up 97.99% year-on-year) and Xiangjie, developed in partnership with Huawei, leading the luxury electric sedan market with 6,708 units sold in November [2]