Core Viewpoint - Nvidia has announced the open-source release of its first inference VLA (Vision-Language-Action) model, Alpamayo 1, aimed at enhancing autonomous vehicle capabilities to "think" and solve problems in unexpected situations, utilizing a 10 billion parameter architecture [1][3][4]. Group 1: Model and Technology Overview - The Alpamayo model is designed to process complex driving scenarios using human-like reasoning, providing new pathways to address long-tail issues in autonomous driving [1][3]. - The model integrates three foundational pillars: open-source models, simulation frameworks, and datasets, creating a comprehensive open ecosystem for automotive developers and research teams [4]. - The model is now available on the Hugging Face platform and allows developers to adapt it for smaller runtime models or as a foundational tool for autonomous driving development [4][10]. Group 2: Industry Support and Collaboration - Major companies in the mobility sector, including Jaguar Land Rover, Lucid, and Uber, have expressed strong interest in utilizing the Alpamayo model to develop inference-based autonomous driving technology stacks [3][11]. - Nvidia's CEO highlighted the importance of the Alpamayo model in enabling autonomous vehicles to navigate rare scenarios safely and explain their driving decisions, which is crucial for scalable autonomous driving [6][11]. Group 3: Simulation and Data Resources - Alongside the Alpamayo model, Nvidia has released AlpaSim, a fully open-source end-to-end simulation framework for high-fidelity autonomous driving development, available on GitHub [9][10]. - Nvidia provides a large-scale open dataset containing over 1,700 hours of driving data, covering a wide range of geographical locations and conditions, essential for advancing inference architectures [9][10]. Group 4: Broader AI Model Releases - Nvidia has also launched several new open-source models, data, and tools across various industries, including the Nemotron family for agent AI, the Cosmos platform for physical AI, and the Isaac GR00T for robotics [12][14]. - These models include extensive datasets, such as 100 trillion language training tokens and 100TB of vehicle sensor data, aimed at accelerating AI development across sectors [14][15].

英伟达（NVDA，股价：188.120美元；总市值：4.57万亿美元）在无人驾驶领域迈出关键一步，宣布开源其首个推理VLA(视觉-语言-动作)模型Alpamayo 1，这一举措旨在加速安全的自动驾驶技术开发。该模型通过类人思维方式处理复杂驾驶场景，为解决自动驾驶长尾问题提供新路径。 当地时间1月5日，美东时间1月5日周一，英伟达CEO黄仁勋在拉斯维加斯举行的CES展会上发布了Alpamayo平台，使汽车能够在真实世界中进行"推理"。黄 仁勋表示，首款搭载英伟达技术的汽车将于第一季度在美国上路。 图片来源：视频截图 英伟达此次发布的Alpamayo家族整合了三大基础支柱：开源模型、仿真框架和数据集，构建了一个完整的开放生态系统供任何汽车开发者或研究团队使 用。 英伟达免费开放Alpamayo模型，允许潜在用户自行对模型进行重新训练。该模型旨在打造能在意外情况下"思考"解决方案的车辆，例如交通信号灯故障等场 景。车载计算机将分析来自摄像头和其他传感器的输入，将其分解为步骤并提出解决方案。 Alpamayo 1是业界首个为自动驾驶研究社区设计的思维链推理VLA模型，现已在Hugging Face平台发布。该模型采用 ...

来源：华尔街见闻 英伟达在无人驾驶领域迈出关键一步，宣布开源其首个推理 VLA （视觉-语言-动作） 模型Alpamayo 1，这一举措旨在加速安全的自动驾驶技术开发。该模型通过类人思维方式处理复杂驾驶场景，为解决 自动驾驶长尾问题提供新路径。 美东时间1月5日周一，英伟达CEO黄仁勋在拉斯维加斯举行的CES展会上发布了Alpamayo平台，使汽车 能够在真实世界中进行"推理"。黄仁勋表示，首款搭载英伟达技术的汽车将于第一季度在美国上路。 英伟达免费开放Alpamayo模型，允许潜在用户自行对模型进行重新训练。该模型旨在打造能在意外情 况下"思考"解决方案的车辆，例如交通信号灯故障等场景。车载计算机将分析来自摄像头和其他传感器 的输入，将其分解为步骤并提出解决方案。 这一开源举措获得了行业广泛支持。包括捷豹路虎（JLR）、Lucid、Uber以及加州大学伯克利分校 DeepDrive深度学习自动驾驶产业联盟（BDD）在内，多家移动出行领军企业和研究机构表示，将利用 Alpamayo开发基于推理的自动驾驶技术栈，推动L4级自动驾驶部署。 首个开源推理VLA模型发布 英伟达此次发布的Alpamayo家族整合了三大 ...

专题：2026年度国际消费电子展(CES) 高通正在构建全面的机器人生态系统，已与Figure AI、Booster、VinMotion、Kuka Robotics等多家机器 人制造商展开合作。其中Figure AI这家备受瞩目的美国初创公司将使用Dragonwing IQ10开发下一代人 形机器人，而越南VinMotion的Motion 2人形机器人已搭载前代IQ9芯片在展会上展示。 该架构支持视觉-语言-动作模型（VLA）和视觉-语言模型（VLM）等端到端AI模型，能实现高级感 知、运动规划和人机交互功能，高通称这标志着机器人从原型阶段向实际商业部署的重要跨越。 高通在汽车领域的布局同样引人注目，其Snapdragon Cockpit Elite平台已成为高端电动车的事实标准。 该平台采用定制Oryon CPU架构，在功耗和连接性上优于英伟达和英特尔的竞争方案，已获得通用、 BMWYY>宝马、现代、法拉利等几乎所有主要汽车制造商的采用，汽车业务营收管线超过450亿美 元。高通正在与库卡机器人公司洽谈下一代机器人解决方案，展示其从移动、PC到汽车、机器人的全 方位布局野心。 责任编辑：李桐 新浪科技讯，高通 ...

据新浪科技报道，阿里巴巴旗下高德公司已正式布局世界模型技术，并计划基于该模型推出一款新的产 品应用。 目前，该模型已在斯坦福大学教授李飞飞团队提出的空间智能评测基准WorldScore中，取得多项指标第 一的成绩。WorldScore是首个支持多模态世界生成模型统一评估的开源基准测试。 | WorldScore Leaderboard | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | Paper Website Cocie Dataset Join Leaderboard | | | | | | | | | | Welcome to the leaderboard of WorldScore, the first unified evaluation benchmark for world generation. | | | | | | | | | | Model Name | | WorldScore-Static WorldScore-Dynamic Camera Control Object Contr ...

Investment Rating - The industry investment rating is maintained as "Positive" [5] Core Insights - The report emphasizes the importance of advancements and innovations in edge AI, predicting accelerated integration into various hardware products and industrial applications by 2026 [9][10] - Key players in the edge AI sector include chip manufacturers, terminal product manufacturers, and core component manufacturers, with specific companies highlighted for investment opportunities [3][10] Summary by Sections Investment Recommendations and Targets - Focus on the upgrade and innovation breakthroughs in edge AI, with recommended stocks including: - Edge AI main control chip manufacturers: Amlogic, Aojie Technology, Hengxuan Technology, Espressif Technology, Starshine Technology, Rockchip [3][10] - Terminal product manufacturers: Lenovo Group, Xiaomi Group, Luxshare Precision, Linying Intelligent Manufacturing, BYD Electronics, Lens Technology, Ezviz, Innosilicon [3][10] - Core component manufacturers: Huanxu Electronics, Sunny Optical Technology, Orbbec, SUTENG, STMicroelectronics, OmniVision, and Pegatron [3][10]

Core Insights - The annual Consumer Electronics Show (CES) in Las Vegas will commence on January 6, showcasing advancements in AI hardware and technology [1] - NVIDIA CEO Jensen Huang is expected to address the ongoing demand for AI chips and the future of AI technology during his keynote speech [1] - Huang will emphasize "Physical AI," highlighting its applications beyond robotics, impacting various industries such as healthcare, automotive, and manufacturing [1] Group 1: NVIDIA and AI Trends - Huang will discuss the collaboration between NVIDIA and Siemens to apply AI in industrial scenarios [1] - The demand for NVIDIA's Blackwell chips remains high, but supply issues persist [2] - Huang and Lenovo's CEO Yang Yuanqing predict that enterprise-level AI will become a key battleground, with hybrid AI as a critical breakthrough [2] Group 2: Industry Participation and Innovations - Major chip executives from Intel, Qualcomm, and AMD will also participate in Lenovo's event, with AMD expected to announce significant updates to its Ryzen series [3] - Chinese companies will showcase advanced products, including Alibaba's "Quark AI Glasses" and Kuaishou's "Kling AI" model [3] - Various humanoid robots and AI-driven products from Chinese companies will be presented, demonstrating the growth of embodied intelligence in the industry [3]

自2007年美国苹果推出"iPhone"以来，已经过去约20年，智能手机已深度融入人们的生活。但设计 iPhone的著名设计师乔尼·艾夫（Jony Ive）对由此催生出智能手机依赖问题感到懊悔，并正在协助 OpenAI开发新终端。 Meta的新产品在右侧镜片部分搭载了透视型（See-Through）显示屏 将在美国开幕的全球最大规模的科技展会"CES"将率先呈现2026年的科技趋势。对于科技行业，备受关 注的是如何把生成式AI实际应用到终端和社会中。有望在2026年问世的是面向"后智能手机"时代的新终 端…… 在2026年的科技行业，备受关注的是如何把生成式AI（人工智能）实际应用到终端和社会中。美国时 间1月6日，全球最大规模的科技展会"CES"将在美国拉斯维加斯开幕。这一展会将率先呈现2026年的科 技趋势。对于生成式AI的开发，也存在对过度投资的担忧，2026年将是检验价值创造成果而不是单纯 炒作话题的一年。 （1）OpenAI提出"后智能手机"产品 有望在2026年问世的是面向"后智能手机"时代的新终端。美国OpenAI预告称，将在2026年内发布"AI终 端"。估计将是一种没有显示屏、仅通过语音来操 ...

Key Points - Yann LeCun, known as the AI father, left Meta due to internal conflicts and pressure from Mark Zuckerberg to accelerate AI development, leading to communication issues within the team [4][5] - Meta's Llama series models, particularly Llama 4, faced criticism for performance issues and alleged cheating in benchmark tests, causing dissatisfaction among employees [4][5] - Tencent's AI tool, Yuanbao, faced backlash for offensive language towards users, prompting an official apology and acknowledgment of a model error [8][9] - Xiaomi's CEO Lei Jun acknowledged the issue of "small print marketing" as an industry problem and committed to immediate changes [11][12] - A domestic car company canceled year-end bonuses despite a 97% sales completion rate, leading to employee dissatisfaction [14] - The founder of Double Star, Wang Hai, publicly severed ties with his son over control disputes, highlighting internal family conflicts within the company [16][17] - UTree Technology's founder denied rumors of halted IPO processes, clarifying that the company is still progressing with its listing plans [19][20] - Roma'shi initiated a "rebirth plan" to regain 3C certification and secure funding, following a series of quality issues that impacted its operations [22][23] - OPPO's former China president, Liu Bo, is heading to India for potential joint venture negotiations, reflecting the company's strategy to navigate local market regulations [26] - Xiaopeng Motors' product center VP left the company, with responsibilities temporarily taken over by the president, indicating potential shifts in leadership [27][28] - Notable investor Duan Yongping reported significant returns from Apple stock investments, showcasing long-term investment strategies [29] - SAIC Motor reported a 12.3% increase in vehicle sales for 2025, with a record high in new energy vehicle sales [35][36] - UBTECH faced skepticism over a promotional video of its robot playing tennis, with viewers questioning the authenticity of the footage [38] - NVIDIA received substantial orders for its H200 AI chips, indicating strong demand despite previous export restrictions [46][47]

据港交所1月1日披露，广东导远科技股份有限公司(简称：导远科技)向港交所主板递交上市申请，中金公司、中信建投国际为其联席保荐人。根据灼识咨询 的资料，公司是全球第一家将车规级MEMS组合时空智能解决方案量产应用于智能驾驶领域的企业。以2024年时空智能解决方案装车量计算，公司是全球汽 车产业最大的时空智能解决方案提供商，市场份额为27.6%。 | 纂]的[編纂]數目 : [編纂]股H股(視乎[編纂] | | | --- | --- | | 行使與否而定) | | | [編纂]數目 | :「編纂]股H股(可予[編纂]) | | 「編纂]數目 | :「編纂]股H股(可予[編纂]及 | | 視乎[編纂]行使與否而定) | | | 最高[編纂] : 每股H股[編纂]港元,另加1.0%經紀 | | | 佣金、0.00015%會財局交易徵費、 | | | 0.0027%證監會交易徵費及0.00565% | | | 聯交所交易費(須於[編纂]時以港元 | | | 繳足,多繳款項可予退還) | | | 間值 .. | 每股H股人民幣1.00元 | | [编篇] · [编纂] | | 公司简介 招股书显示，作为时空智能领域的全 ...