Group 1 - The core message of the news is that XPeng Motors is making significant strides in global expansion, with the launch of the 2026 XPeng P7+ marking its first simultaneous release in 36 countries, indicating a shift from a startup to a global player [1] - XPeng has launched four new models, including the P7+, G6, and G9, simultaneously for global markets, emphasizing the importance of good products and technology originating from China [1] - In 2025, XPeng's overseas deliveries reached 45,008 units, a 96% year-on-year increase, expanding its business to 60 countries and regions [2] Group 2 - XPeng is advancing its localization strategy with the establishment of manufacturing bases in Indonesia, Austria, and Malaysia, creating a global manufacturing network covering Asia and Europe [2] - By the end of 2025, XPeng had connected 2.66 million charging stations globally, with 1.06 million in Europe, and plans to build self-operated fast charging stations in various regions starting in 2026 [2] - XPeng's founder, He Xiaopeng, expressed confidence that by the second half of 2026, restrictions on advanced driver assistance systems in Europe may be lifted, allowing for broader deployment of autonomous driving technology [3] Group 3 - The year 2026 is viewed as a critical juncture for new energy vehicle brands, with various companies, including NIO and Li Auto, planning to expand their global presence significantly [4][5] - Li Auto has established R&D centers in Germany and the U.S. to support its global strategy, while NIO aims to enter seven European countries by 2026 [4] - Leap Motor achieved over 60,000 deliveries in 2025, leading the new energy vehicle export rankings, and plans to accelerate localization efforts in Malaysia and Spain [5] Group 4 - The overall trend indicates that by 2025, Chinese new energy vehicle brands are entering a systematic expansion phase in overseas markets, with a focus on local production and tailored product development [6] - Data from the China Association of Automobile Manufacturers shows that from January to November 2025, China's automobile exports reached 6.343 million units, with a significant increase in new energy vehicle exports [7] - The average price of Chinese electric vehicles in overseas markets has reached $30,000, successfully penetrating the mainstream mid-range market [8]

值得注意的是，两家公司均由以色列计算机科学家Amnon Shashua共同创立，他目前担任Mobileye首席 执行官，同时也是Mentee的董事长。Mentee的另一位联合创始人Shai Shalev-Schwartz则是Mobileye的首 席技术官。对此，Mobileye表示，Amnon Shashua在此次收购决策中回避表决，该交易已获得Mobileye 董事会及其最大股东英特尔的批准。(格隆汇) 自动驾驶技术公司Mobileye(MBLY.US)盘前大涨超10%，报13.41美元。消息面上，Mobileye公布，将以 现金加股票的方式收购以色列人形机器人初创公司Mentee Robotics，交易价值9亿美元。公司称，交易 包括6.12亿美元现金和最多2622.97万股Mobileye A类普通股，预计于今年第一季完成交易。 ...

点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近30个 方向 学习 路线 最近有同学在自动驾驶之心社区里咨询柱哥，全球自动驾驶未来的发展趋势究竟如何？中国在其中又能扮演怎 样的角色？刚好我之前关注到摩根斯坦利的一份研究报告，里面的分析很有参考价值，今天就整理出来和大家 做个分享。 报告中对 L4/L5 级自动驾驶汽车（AV）的全球市场渗透趋势划分得很清晰： 尤其值得关注的是中国的表现，完全称得上"引领者" 角色 ：预计2026年，中国占全球 L4+自动驾驶车辆的比 例会快速飙升至接近 80%，之后虽有缓慢回落，但长期仍能保持 20% 以上的高占比；从全球总量贡献来看， L4+车辆 2024 年几乎为零，后续逐步稳步增长，中国的贡献始终占据突出地位；即便到 2040 年后，美国、欧 洲及其他地区的 L4+车辆数量均呈现明显增长态势，中国在全球市场中的占比依然能保持领先。 以上就是柱哥整理的核心信息，欢迎大家加入我们的自驾社区一起讨论！ 近期柱哥也会邀请嘉宾在星球内部 和大家聊一聊最近的一些技术进展，我们准备了大额新人优惠...... 名额有限，仅限前「5名」 扛内卷，一个足够有料的社 ...

据业内消息人士称，韩国现代汽车集团会长郑义宣当地时间周二在 2026 年国际消费电子展（CES）的 间隙与英伟达CEO黄仁勋在拉斯维加斯的枫丹白露酒店进行了一次闭门会谈。此次会面发生在英伟达发 布其全新的AI自动驾驶平台Alpamayo一天之后，引发了人们对于两家公司可能在自动驾驶技术领域展 开合作的期待。 ...

他们的最新会面发生在英伟达发布其全新的AI自动驾驶平台Alpamayo一天之后。这个开源平台将使汽 车制造商能够自由地对软件进行修改并将其应用到各自的车辆上，该平台计划于今年晚些时候在欧洲和 亚洲推出。 行业观察人士十分关注现代汽车是否会与英伟达合作，以在自动驾驶技术领域取得进展。一些人认为， 现代汽车在这一领域的表现落后于竞争对手。 责任编辑：于健 SF069 据业内消息人士称，韩国现代汽车集团会长郑义宣当地时间周二在 2026 年国际消费电子展（CES）的 间隙与英伟达CEO黄仁勋进行了会面，此举引发了人们对于两家公司可能在自动驾驶技术领域展开合作 的期待。 据业内消息人士称，韩国现代汽车集团会长郑义宣当地时间周二在 2026 年国际消费电子展（CES）的 间隙与英伟达CEO黄仁勋进行了会面，此举引发了人们对于两家公司可能在自动驾驶技术领域展开合作 的期待。 消息人士称，郑义宣在拉斯维加斯的枫丹白露酒店与黄仁勋举行了一次闭门会谈。 此前两人曾于去年10月在韩国首都首尔举行过一次备受瞩目的聚会，那次聚会还包括三星电子会长李在 镕，三人一起吃炸鸡喝啤酒。当时黄仁勋正在访问韩国并参加亚太经济合作组织（APEC） ...

Core Insights - Lucid, Nuro, and Uber are set to unveil their mass-produced autonomous taxi model at CES 2026, featuring a passenger experience design led by Uber [1] - The autonomous taxi will incorporate advanced perception and interaction systems, including a multi-sensor fusion suite for 360-degree awareness and a real-time feedback LED light system [1] - The vehicle will utilize NVIDIA's Drive AGX Thor platform for high-level autonomous driving capabilities [1] Group 1: Testing and Production - The autonomous taxi has commenced road testing, which is a critical milestone before its official launch in the San Francisco Bay Area later this year [2] - Nuro is leading the testing efforts with engineering prototypes equipped with safety drivers [2] - If testing is successful, production of the autonomous taxi is expected to begin at Lucid's Arizona factory in the second half of this year [2] Group 2: Investment and Partnerships - Nuro has a diverse investor base, including notable firms such as Greylock Partners, SoftBank Vision Fund, and Sequoia Capital [3] - The company has established deep partnerships with major retailers and tech giants, including Kroger, Walmart, and Domino's Pizza [3] - Nuro is currently utilizing autonomous delivery vehicles in select U.S. cities for grocery, food delivery, and prescription services [3]

Core Insights - Nvidia and AMD made significant announcements at CES 2026, with Nvidia launching the Alpamayo model family for autonomous driving and announcing the full-scale production of its next-generation computing platform, Vera Rubin [1] - Analysts from Wedbush Securities expressed strong optimism about Nvidia's market potential, predicting its market capitalization could exceed $5 trillion in the short term and potentially reach $6 trillion [1] - The new foundational model for autonomous vehicles is seen as a marginal benefit for Tesla, which aims to accelerate its autonomous driving technology over the next decade [1] Group 1 - The AI capital expenditure wave is expected to benefit global enterprises by $3 to $4 trillion over the next three years, marking a significant paradigm shift in technology spending [2] - The CES event is viewed as a pivotal moment in the tech industry, with key IT decision-makers recognizing the ongoing transformation in technology spending [2] - Nvidia and AMD highlighted the explosive growth in inference tokens as a core driver of computing demand, with many customers urgently requiring more capacity [2] Group 2 - Morgan Stanley analysts noted that while there were no major surprises at the conference, confidence in Vera Rubin remains positive amid rising competition from Google's TPU [3] - The analysts emphasized that AMD's success is largely driven by the overall strong demand for computing power rather than a long-term competitive advantage in total cost of ownership [3] - Despite AMD's relative strength in the CPU market, concerns about memory price increases lead to a cautious outlook on its short-term growth prospects [3]

Core Viewpoint - The smart driving concept stocks have seen a significant rise, driven by advancements in autonomous driving technology and positive market sentiment following announcements from Nvidia at CES [1] Group 1: Stock Performance - Zhejiang Shibao (002703) increased by 9.98%, reaching 5.62 HKD [1] - SenseTime-W (00020) rose by 6.25%, reaching 2.38 HKD [1] - Pony.ai-W (02026) gained 5.46%, reaching 129.5 HKD [1] - Horizon Robotics-W (09660) saw a 4.05% increase, reaching 9.24 HKD [1] Group 2: Technological Advancements - Nvidia CEO Jensen Huang announced the Alpamayo platform at CES, enabling cars to perform "inference" in real-world scenarios [1] - The first vehicle equipped with Nvidia technology is set to launch in the US in Q1, Europe in Q2, and Asia in the second half of the year [1] - Nvidia also announced the open-sourcing of its first inference VLA (Vision-Language-Action) model, Alpamayo1, to accelerate the development of safe autonomous driving technology [1] Group 3: Market Outlook - Huajin Securities reported a clear L3 window period, with multiple domestic manufacturers preparing for mass production [1] - The penetration rate of L2 and above assisted driving models is expected to reach 64.7% from January to September 2025, marking a historical high [1] - The firm is optimistic about the electric and intelligent transformation driving the automotive industry, with an anticipated increase in the penetration rate of smart components [1] - The domestic supply chain, combined with international expansion, is expected to accelerate growth by 2026, benefiting component manufacturers from industry upgrades [1]

Core Viewpoint - The smart driving concept stocks have seen a significant rise, driven by advancements in autonomous driving technology and the upcoming launch of vehicles equipped with NVIDIA's new platform [1] Group 1: Stock Performance - Zhejiang Shibao (01057) increased by 9.98%, reaching 5.62 HKD [1] - SenseTime-W (00020) rose by 6.25%, reaching 2.38 HKD [1] - Pony.ai-W (02026) grew by 5.46%, reaching 129.5 HKD [1] - Horizon Robotics-W (09660) climbed by 4.05%, reaching 9.24 HKD [1] Group 2: Technological Advancements - NVIDIA CEO Jensen Huang announced the Alpamayo platform at CES, enabling cars to perform "reasoning" in real-world scenarios [1] - The first vehicles featuring NVIDIA technology are set to hit the roads in the U.S. in Q1, Europe in Q2, and Asia in the second half of the year [1] - NVIDIA has open-sourced its first reasoning VLA (Vision-Language-Action) model, Alpamayo 1, to accelerate the development of safe autonomous driving technology [1] Group 3: Market Insights - Huajin Securities reported that the current L3 window is clear, with multiple domestic manufacturers preparing for mass production [1] - The penetration rate of L2 and above assisted driving models is expected to reach 64.7% from January to September 2025, marking a historical high [1] - The firm is optimistic about the electric and intelligent transformation driving the automotive industry, with an expected increase in the penetration rate of smart components [1] - The domestic supply chain, combined with international expansion, is anticipated to accelerate growth by 2026, benefiting component manufacturers from industry upgrades [1]

附件："全流通"股东名称及转换数量 | 序号 | 股东名称 | 申请 流通股数(股) | | --- | --- | --- | | 1 | 吴甘沙 | 8,113,910 | | 2 | 北京司马驹科技中心(有限合伙) | 14,111,120 | | 3 | 北京格灵深瞳信息技术股份有限公司 | 11,677,930 | | 4 | 姜岩 | 7,055,560 | | 5 | Century Gateway Investment Limited | 5,742,770 | | 6 | 宁波澜亭视聆投资合伙企业(有限合伙) | 5,187,920 | | 7 | 陕西西科天使叁期商务信息咨询合伙企业(有限合伙) | 5,110,390 | | 8 | Sinovation Fund III,L.P. | 5,065,700 | | 9 | 南京中金启泓投资基金合伙企业(有限合伙) | 4,314,230 | | 10 | 重庆科学城投资控股有限公司 | 4,055,450 | | II | 共青城新鼎华麒壹号股权投资合伙企业(有限合伙) | 3,740,040 | | 12 | 彭进展 | 1,000,0 ...