自动驾驶技术
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Oppenheimer:马斯克参政痛击特斯拉(TSLA.US) 自动驾驶落地或成短期股价催化剂
智通财经网· 2025-06-05 06:51
与此同时,Colin Rusch指出,特斯拉(TSLA.US)计划于6月推出的自动驾驶汽车将成为投资者关注的焦 点,这一事件可能对未来几个月该公司的股价起到决定性作用。他认为,特斯拉的未来在于"实体"人工 智能和自动驾驶技术,而投资者将把该公司是否具备实现正向自由现金流能力作为一个关键衡量标准。 值得一提的是,在马斯克离开政府效率部的前一周,他曾在电视节目中表示,对特朗普政府增加预算赤 字的巨额支出法案感到失望,其破坏了政府效率部团队正在做的工作。在此之前,马斯克也曾抨击特朗 普政府实施的关税政策,称不赞成"扭曲市场"的行为。有分析称,马斯克此番评论似乎表明,他与特朗 普之间的"蜜月期"已经结束。 当地时间5月30日,马斯克作为"特殊政府雇员"的任期结束。在去年的美国大选投入超2.9亿美元、为特 朗普胜选"立下汗马功劳"之后,马斯克在新一届美国政府中领导政府效率部,该部门的建立旨在"削减 政府开支,提高政府效率"。 然而,根据美国"政府效率部"网站的数据,截至4月20日政府效率部已为联邦政府节省约1600亿美元, 这仅完成了马斯克此前宣布的削减10000亿美元联邦开支目标的不足五分之一。尽管通过大规模裁员、 ...
特斯拉奥斯汀Robotaxi服务将至,网友:惊喜还是“惊吓”?
Huan Qiu Wang· 2025-05-30 02:16
【环球网科技综合报道】5月30日消息,据外媒报道,关于特斯拉将于6月12日在美国德克萨斯州的奥斯汀推出无人驾驶出租车 (Robotaxi)服务,具体细节仍笼罩在神秘之中。 外媒指出,尽管特斯拉首席执行官埃隆·马斯克表示,公司已经开始测试无安全驾驶员的车辆,并在奥斯汀的公共街道上成功完成了测 试。然而,这并未完全消除外界对特斯拉自动驾驶技术的疑虑。 报道称,特斯拉计划用10到20辆Model Y汽车推出这项服务,但这些车辆与销售给客户的版本有何不同仍不得而知。此外,有消息称 这些车辆将进行大量远程操作,由远程操作员监控并随时准备接管控制。然而,这一信息并非来自特斯拉官方,而是来自分析师的研 究报告。 与Waymo等机器人出租车公司相比,特斯拉的推出方式显得颇为不同。Waymo在推出服务前会进行长时间的测试,并仅允许特定人群 乘坐其车辆。而特斯拉则显得更为激进,试图在短时间内推出这项服务。 有媒体报道称,包括奥斯汀交通部门、紧急救援人员和联邦监管机构在内的关键部门,亦缺少关于即将行驶的Robotaxi的重要信息。 相比之下,Waymo、Zoox等其他无人驾驶汽车公司在政府沟通方面更为完善。这些公司通常会在进入新市 ...
特朗普关税政策暂时恢复!美上诉法院出手;哈佛禁招国际生政策被“叫停”;英伟达CEO黄仁勋拟出售至多600万股;宇树科技回应更名丨每经早参
Mei Ri Jing Ji Xin Wen· 2025-05-29 22:06
Market Overview - US stock indices experienced slight gains, with the Dow Jones up 0.28%, Nasdaq up 0.39%, and S&P 500 up 0.4% [4] - Major tech stocks mostly rose, with Nvidia increasing over 3% and Broadcom up over 1% [4] - The semiconductor sector saw significant gains, with US Pixel up over 6% [4] - Chinese stocks listed in the US also saw gains, with the Nasdaq China Golden Dragon Index up 1.44% [4] Commodity Prices - International oil prices fell, with WTI crude down 1.49% to $60.92 per barrel and Brent crude down 1.43% to $63.40 per barrel [5] - Gold prices rebounded, with spot gold up 0.96% to $3317.8 per ounce [4] Corporate Developments - Nvidia's CEO plans to sell up to 6 million shares of stock, which may attract market attention [17] - Li Auto reported a net profit of 647 million yuan for Q1 2025, a year-on-year increase of 9.4%, with a delivery volume of 92,864 vehicles, up 15.5% [19] - Nezha Auto's logo was removed from its headquarters as the company prepares to relocate, indicating a potential shift in strategy [23] Regulatory and Policy Updates - The Chinese government urged the US to completely eliminate unilateral tariffs, emphasizing that trade wars have no winners [7] - The Chinese government issued an opinion to enhance the market-oriented allocation of resource and environmental factors by 2027, aiming for a more active trading market [8] New Initiatives - Huo La La announced the second batch of algorithm transparency measures to improve fairness and reduce costs for drivers [24] - DeepSeek-R1 model update enhances reasoning capabilities, positioning it competitively against international models [21] Miscellaneous - The Shanghai Lego Resort saw high demand, with all hotel rooms sold out shortly after opening, reflecting strong consumer interest in leisure activities [27]
容大合众通过港交所聆讯;自动驾驶公司驭势科技递表港交所丨港交所早参
Sou Hu Cai Jing· 2025-05-29 17:09
Group 1 - Rongda Hezhong successfully passed the Hong Kong Stock Exchange listing hearing, indicating its recognized market position in the AIDC field, with projected revenue of approximately 350 million yuan and net profit of about 41 million yuan for 2024 [1] - Yushi Technology submitted its prospectus to the Hong Kong Stock Exchange, focusing on L4-level autonomous driving technology, with expected revenue of 265 million yuan for 2024, but currently operating at a loss [2] - Tencent's AI product ima has integrated the DeepSeek R1-0528 model, enhancing reasoning performance and code capabilities, which is expected to improve user experience and attract more users [3] Group 2 - The Ministry of Finance plans to issue 68 billion yuan of government bonds in Hong Kong in six phases, with the third phase of 12.5 billion yuan scheduled for June 4, 2025, aimed at enriching the RMB bond market and promoting RMB internationalization [4] - The Hong Kong stock market showed positive performance, with the Hang Seng Index rising by 1.35%, the Hang Seng Tech Index increasing by 2.46%, and the National Enterprises Index up by 1.37% on May 29 [5]
蔚来推出行业首个停车场自主寻路功能
news flash· 2025-05-29 07:38
金十数据5月29日讯,蔚来在官方微博表示,行业首个停车场自主寻路功能来了,依托蔚来世界模型多 模信息输入能力,"自主寻路"功能不但听得懂指令,还能理解停车场内的标识和文字,在不依赖任何地 图、导航或者记忆路线的情况下,自主寻找到停车场出口或楼栋门口,能说会"到",一语即达。蔚来世 界模型首个版本将从5月30日起分批次推送至"Banyan榕"车型。 蔚来推出行业首个停车场自主寻路功能 ...
马斯克:Model Y自动驾驶版将于6月起交付!此前官宣即将离开特朗普政府,白宫证实28日晚办理离职
Mei Ri Jing Ji Xin Wen· 2025-05-29 07:20
Group 1 - Tesla has been testing the Model Y's autonomous driving system on public roads in Austin without any accidents reported, with plans for the first self-delivery of the Model Y autonomous vehicles in June [1] - Self-delivery refers to Tesla's initiative to use Full Self-Driving (FSD) technology to autonomously transport vehicles from the factory to customers, marking a significant step in the scaling of autonomous driving technology [3] - Elon Musk announced his intention to continue serving as Tesla's CEO for the next five years, indicating a temporary withdrawal from the political arena to focus on his business ventures [8] Group 2 - Musk has returned to a 24/7 work schedule, emphasizing the need to concentrate on Tesla, X/xAI, and the upcoming Starship launch, as the company is rolling out critical technologies [6] - A White House official confirmed that the administration would begin processing Musk's departure from his role as a special government employee, with his term limited to 130 days [4]
文远知行三大自动驾驶产品落地沙特,加速中东智能交通变革
Jin Tou Wang· 2025-05-28 03:00
Group 1 - WeRide has officially launched its market expansion strategy in Saudi Arabia, marking a significant step in the company's global business layout [1] - The company has completed testing and deployment of its autonomous driving products, including Robotaxi, Robobus, and Robosweeper, in major Saudi cities such as Riyadh and Al-Ula, laying a solid foundation for future large-scale commercial operations [1][3] - WeRide plans to launch a trial operation of Robotaxi on the Uber platform in the coming months, with a full commercial rollout expected in 2025, contributing to road safety and traffic management efficiency in Saudi cities [3] Group 2 - The Robobus service has been deployed in key areas of Saudi Arabia, providing seamless connections between parks, tourist attractions, and new cities, effectively addressing the "last mile" transportation challenge [5] - The Robosweeper S1 has commenced operations at the King Fahd Medical City in Riyadh, marking the first commercial deployment of an autonomous street cleaning vehicle in the Middle East, showcasing its capability in complex environments [5] - Saudi Arabia's tourism market is projected to reach $110.1 billion by 2033, with an annual compound growth rate of 8.4% from 2024 to 2033, indicating a growing demand for efficient transportation services that WeRide's products can fulfill [7]
沙漠变硅谷!文远知行(WRD.US)进入沙特市场,三大产品齐落地
Ge Long Hui· 2025-05-27 08:58
2025年5月27日,全球领先的自动驾驶科技公司文远知行WeRide(NASDAQ:WRD)公布沙特阿拉伯(Saudi Arabia)市场拓展战略,标志着公司全球化商业版图 进一步扩大。作为进入沙特市场的第一步,文远知行已在利雅得、埃尔奥拉等沙特重点城市,测试并部署Robotaxi、Robobus、Robosweeper等自动驾驶产 品,为后续公司在沙特全域范围内的规模商业化运营奠定基础。 NEW BE mich street 745 Pr 2 117 x STATE 2-25 6-11/29 .. Burnit 1. 12. rself Toplan : 1988 4. 179 de :174 " " " " " 75 11 1 879 de District 1972 999 11 12 12120 . - 11:58 1 STATE DYC r a nd 2 100 r 12 124 11 i - Ship d 1 6 45 198 res 11:1 11 11 901 ( 25 1) a 4.17 7 " " d for 19 6 7 6 2017 p = 11-01 ( 1972) 2 6 A 3 ...
马斯克又睡在工厂了
Sou Hu Cai Jing· 2025-05-26 05:50
Core Viewpoint - Elon Musk has returned to a full-time work schedule, focusing on critical projects for Tesla and xAI, amidst a dual crisis affecting his business empire, including a significant drop in Tesla's stock price and challenges in the autonomous driving technology race [2][5]. Group 1: Political Gamble and Its Consequences - Musk's political involvement has led to a brand trust crisis for Tesla, with a notable backlash in Europe, where anti-Musk sentiments have surged, resulting in daily sales of over 2,000 anti-Musk stickers [3]. - Since Musk's appointment in November 2024, his controversial political actions have triggered public outrage, culminating in a significant decline in Tesla's market value from $1.2 trillion to under $700 billion by January 2025, with Musk's personal wealth dropping by over $100 billion [5]. - Internal tensions within Tesla's board have emerged, with discussions about seeking a focused leader rather than a politically active CEO, indicating a potential leadership crisis [5]. Group 2: Market Response and Recovery Efforts - Following a global outage of the X platform, which affected over 25,800 users at its peak, Musk's return to a "war-time CEO" role was prompted by the urgent need to address operational challenges [7]. - Musk has outlined three key technical initiatives: upgrading content moderation algorithms for the X platform, developing the next generation of xAI models, and launching the Robotaxi service in Austin, Texas, with the first fleet of 10 Model Y vehicles set to operate without steering wheels [10]. - Despite a 12% rebound in Tesla's stock price after Musk's announcement, analysts caution that the market has given him only a 180-day window to deliver results, emphasizing the risks associated with potential delays in the Robotaxi rollout or further autonomous driving incidents [11]. Group 3: Investor Sentiment and Future Outlook - Investors are showing a mixed sentiment, with some expressing a desire for Musk to return to his previous focused and obsessive leadership style, reminiscent of 2019 [12]. - The aggressive management style that previously led to significant achievements, such as the successful production ramp of the Model 3, is now viewed as a double-edged sword, raising concerns about the sustainability of such an approach in the current context [11].
华人运通等成立新高合汽车公司,宁德时代H股将加入MSCI指数 | 汽车早参
Mei Ri Jing Ji Xin Wen· 2025-05-22 23:39
每经实习记者|余婷婷 每经编辑|孙磊 | 2025年5月23日 星期五 | NO.1 华人运通等成立新高合汽车公司 天眼查App显示,5月22日,江苏高合汽车有限公司成立,法定代表人为Jihad Mohammad,注册资本约 1.43亿美元,由EV Electra Ltd.和华人运通(江苏)技术有限公司共同持股。 此前,高合汽车经营出现 困难,其母公司华人运通(江苏)技术有限公司已于2024年8月申请破产重整。不久前,江苏盐城经济 技术开发区人民法院经过裁定,准许华人运通(江苏)公司等五十二家公司实质合并重整的申请。 点评:华人运通等成立新高合汽车公司,显示出公司在经历破产重整后,积极推动新品牌发展。这一举 措可能提振新能源汽车板块的市场信心,特别是在中国汽车产业面临转型压力时。对于投资者而言,关 注公司能否在资金和技术的双重支持下顺利恢复将成为关键。 NO.2 宁德时代股票6月2日起加入MSCI指数 5月22日,MSCI在其网站上宣布,宁德时代在香港上市的股票将自6月2日起加入MSCI中国标准和大盘 股指数。此前的5月20日,宁德时代在香港联合交易所有限公司主板正式挂牌上市。据悉,宁德时代此 次港股上市仅历 ...