Group 1 - Alibaba Cloud and NVIDIA have reached a collaboration in the field of Physical AI, integrating NVIDIA's full suite of Physical AI software stack with Alibaba Cloud's AI platform PAI [2] - The collaboration aims to provide enterprises with a comprehensive platform service that includes data preprocessing, simulation data generation, model training evaluation, robot reinforcement learning, and simulation testing, thereby shortening the development cycle for applications like embodied intelligence and assisted driving [2] - Following the announcement, Alibaba's stock surged over 8%, reaching a latest price of 173 HKD per share, with an intraday high of 174.6 HKD [2][3] Group 2 - The stock opened at 173 HKD, with a maximum of 174.6 HKD and a minimum of 157.6 HKD during the trading session [3] - The trading volume was 2.19 million shares, with a total market value of 368.35 billion HKD, reflecting an increase of 8.53% [3] - The company's market capitalization stands at 3.3 trillion HKD, with a price-to-earnings ratio of 20.77 [3]

Core Viewpoint - Alibaba Cloud and NVIDIA have formed a partnership in the field of Physical AI, aiming to enhance the development cycle of applications such as embodied intelligence and assisted driving [1] Group 1 - The collaboration will integrate NVIDIA's Physical AI software stack into Alibaba Cloud's artificial intelligence platform PAI [1] - The partnership will provide enterprise users with a comprehensive platform service that includes data preprocessing, simulated data generation, model training evaluation, robotic reinforcement learning, and simulation testing [1] - This integration is expected to significantly shorten the development cycle for various AI applications [1]

关注 「电动车公社」 和我们一起重新思考汽车 《今日新闻》将会每天给大家带来几条当日重磅新闻，并附上社长的简单评论。关注「电动车公社」，新能源圈大事小事 看我们就够啦～ 今日新闻要点： 中国一汽入股卓驭科技 ； 1、 全新问界M7上市 售价27.98-37.98万元 9月23日，全 新问界M7上市。新车推出纯电、增程两种动力形式，5座、6座两种内饰布局共12款车型，售价27.98-37.98万元。 根据官方数据，新车5分钟大定突破1万台。 全新问界M7上市，售价27.98-37.98万元 ； 尚界H5上市，售价15.98-19.98万元； 外观方面，全新问界M7采用了问界最新的鲲鹏 设计语言，新增珊瑚红和海岛蓝两款配色，整体造型在保留典雅风格的基础上变得更加年轻，换装了半隐藏式 门把手，并加入辅助驾驶小蓝灯。 车身尺寸方面，新车长宽高分别为 5080/1999/1780mm，轴距为3030mm，较老款车型加长了210mm、三围尺寸均有提升，比例也显得更为协调。 内饰方面，新车延续了现款车型的设计风格，中控屏升级为16.1英寸窄边框3K屏，主副驾采用同款10.25英寸仪表盘，并采用嵌入式出风口，增加木饰条来 增 ...

1、全国人大常委会委员长赵乐际会见美国国会众议员代表团 重要程度：★★★★★ 全国人大常委会委员长赵乐际23日在北京会见美国国会众议员代表团史密斯一行。赵乐际说，相互尊重、 和平共处、合作共赢，是发展中美关系的根本遵循。希望双方坚持理性、客观、公正原则，加强交流，求 同存异，增信释疑，为两国合作和世界经济注入更多稳定性。 赵乐际表示，中国全国人大愿同美国国会加强交往，实现更多交流互访，为推动中美关系发展发挥建设性 作用。欢迎更多美国国会议员来中国走一走、看一看。 2、金价创出今年"第36个新高" 重要程度：★★★★ 郭嘉昆回应，具体问题建议向中方的主管部门进行了解。"我要强调的是，关税战、贸易战不符合任何一 方的利益，双方应该在平等、尊重、互惠的基础之上协商解决有关问题。" 4、央行行长潘功胜会见桥水基金创始人瑞·达利欧 重要程度：★★★ 中国人民银行行长潘功胜9月23日会见来访的桥水基金创始人瑞·达利欧。双方就国际经济形势及金融市场 动态等交换了看法。会后，达利欧就债务周期等话题与中国人民银行、国家外汇管理局工作人员进行了交 流。 5、三大利好加持半导体尾盘爆发 13股年内已翻倍 重要程度：★★★ 周二尾盘 ...

Group 1 - The overall market decline has narrowed, with a recovery in sentiment leading to a rise in the automotive parts sector, driven by factors such as "anti-involution," assisted driving, and robotics [1] - The automotive parts ETF closely tracks the CSI Automotive Parts Theme Index, which rose over 0.6% during the session, outperforming the market [1] - The CSI Automotive Parts Theme Index includes 100 listed companies involved in automotive system components, interior and exterior parts, automotive electronics, and tires, reflecting the overall performance of these companies [1] Group 2 - As of August 29, 2025, the top ten weighted stocks in the CSI Automotive Parts Theme Index (931230) are Huichuan Technology (300124), Fuyao Glass (600660), Sanhua Intelligent Control (002050), Top Group (601689), Sailun Tire (601058), Desay SV (002920), Yinlun Holdings (002126), Huayu Automotive (600741), Zhongke Chuangda (300496), and Wanfeng Aowei (002085), collectively accounting for 41.54% of the index [1] - The performance of individual stocks within the top ten includes Huichuan Technology at 0.10%, Fuyao Glass at -0.21%, Sanhua Intelligent Control at 3.05%, and Desay SV at 3.42%, among others [3]

Group 1 - Recently, Li Auto has restructured its autonomous driving department, splitting the original three secondary departments into multiple new ones to enhance efficiency and quality in technology breakthroughs and product implementation [1][4] - The restructuring includes the division of the model algorithm team into three departments: foundational models, VLA models, and model engineering; the mass production R&D team into mass production delivery, software R&D, and active safety; and the data closed-loop team into data platform and data annotation [1][4] - The CEO, Li Xiang, outlined the development of the company's assisted driving in three stages, with the latest stage involving the VLA model, which aims to achieve a level of intelligence comparable to humans by integrating 3D and 2D visual data [2][4] Group 2 - The VLA driver model is described as the third generation of Li Auto's assisted driving technology, capable of understanding road conditions, responding to human commands, and remembering driver habits, resembling a personal driver [4] - The restructuring has resulted in the autonomous driving department being divided into 11 secondary departments, indicating a significant organizational shift to adapt to new R&D rhythms [4] - An innovation department has been added to oversee external technology collaborations and overseas development, managed by the former head of the data closed-loop team [4]

"都知道今年卷，没想到这么卷。" 此刻，用这样一句话，来形容中国车市，无疑显得颇为恰当。随着所谓"金九银十"的正式袭来，以及新能源车购置税政策的退坡在即，刚刚过去的一周， 各家主机厂可以说都在疯狂出牌。 粗略统计，包含改款在内，短短七天整个大盘涌现出了十几位新选手。从自主品牌，到合资品牌，纷纷不停地"下饺子"，试图用更为密集的筹码，博得一 个留在牌桌上的机会。 但即便剧情如此精彩，我心中的"主菜"却不是它们。 相比之下，工业和信息化部装备工业一司发布的"公开征求《智能网联汽车组合驾驶辅助系统安全要求》强制性国家标准的意见"，才真正让人感觉重磅。 众所周知，2025本来被认为是辅助驾驶普及元年，可因为一些突然袭来的"黑天鹅"事件，整个板块却被狠狠泼了一盆凉水，不得不渐渐把发展的速度放 缓。 望向更深处，乱象百出的背后，其实还是长期缺乏明确的法规与制度，进行限制与约束，才会造成辅助驾驶的夸张营销与野蛮生长。 千呼万唤始出来，终于迎来了"紧箍咒"。 | 政务公开 | | --- | | 新闻发布 | | 组织机构 | | 首页 | | 政务服务 互动交流 工信数据 | 譬如，组合驾驶辅助系统（2级驾驶自动化系统） ...

《三国演义》如此，车企们的辅助驾驶技术路线同样如此。 去年年初，特斯拉正式将上线端到端之后，几乎全行业都进行了快速的跟进，使得城市领航辅助功能正式在新车上迎来普及。 但经过了一年的时间， 如今辅助驾驶技术路线又一次走到了命运的岔路口，选手们开始分道扬镳。 关注 「电动车公社」 和我们一起重新思考汽车 天下大势，分久必合，合久必分。 这两条岔路，名为 "VLA"视觉语言动作模型 和 "WA"世界模型 。 不久之前，理想刚刚更新了8.0版本，其中最核心的升级点，就是为其辅助驾驶系统全量推送了VLA司机大模型。 而当天李想就发微博表示， 理想汽车的辅助驾驶已经从"局部领先"进入"全面领先"。 同样走VLA技术路线的，还有长期被公认为辅助驾驶第一梯队的小鹏。 但有趣的是，早期小鹏并没有明确站队。 直到小鹏G7 Ultra 发布会上，何小鹏掏出了自研的图灵芯片，小鹏的VLA技术路线才随之公之于众。 不仅如此，在全新小鹏P7上市发布会当晚的专访环节，何小鹏直接语出惊人道： "只有小鹏是真VLA，部分公司是嫁接的。" 不仅如此，春晚上表演机器人丢手绢的宇树科技，其创始人王兴兴也作为反方发表了"暴论"： "VLA是一个相对傻 ...

Group 1 - Xiaomi Auto Technology Co., Ltd. has initiated a recall of 116,887 units of the SU7 standard electric vehicle due to insufficient recognition and warning capabilities in extreme scenarios when the L2 highway navigation assistance feature is activated, which may increase collision risks if the driver does not intervene in time [2] - This is the second large-scale recall since the establishment of Xiaomi Auto, with the first recall in January 2025 involving over 30,000 SU7 models due to misjudgment risks in the automatic parking feature, indicating a growing concern over vehicle safety [2] - The cumulative recall of the SU7 standard version has approached 150,000 units, covering a significant proportion of the total sales since its launch [2] Group 2 - The current recall differs from traditional recalls as it involves OTA upgrades to optimize the driving assistance algorithm rather than physical repairs, reflecting a shift in how automotive recalls are managed [3] - The use of the term "recall" by Xiaomi Auto may indicate a commitment to corporate social responsibility, while also highlighting the increasing regulatory scrutiny over OTA practices in the automotive industry [3] - The recall is part of a broader trend in the automotive industry aimed at correcting chaotic competition and ensuring high-quality development, with various companies facing compliance challenges in the evolving landscape of intelligent driving technology [4][5]

Group 1 - Xiaomi Auto Technology Co., Ltd. has initiated a recall of 116,887 units of the SU7 standard electric vehicle due to insufficient recognition, warning, or handling of extreme scenarios in L2 highway navigation assistance, which may increase collision risks if the driver does not intervene in time [1] - This is the second large-scale recall since the establishment of Xiaomi Auto, with the first recall in January 2025 involving over 30,000 SU7 models due to misjudgment risks in the automatic parking function [1] - The cumulative recall of the SU7 standard version has approached 150,000 units, covering a significant proportion of the total sales since its launch [1] Group 2 - The current recall is characterized by an OTA upgrade to optimize the driving assistance algorithm for free, rather than physical repairs, reflecting a shift in how recalls are perceived in the industry [2] - The use of the term "recall" by Xiaomi Auto indicates a commitment to corporate social responsibility, while also highlighting the regulatory scrutiny faced by new car manufacturers regarding OTA practices [2] - The recall stems from issues related to driving assistance technology, which has seen rapid development, but the maturity of the technology remains a critical concern amid stringent new regulations targeting disorder in the industry [2] Group 3 - The automotive industry is undergoing a correction of chaotic competition, with various measures being implemented to ensure high-quality development, which is seen as a long-term battle [3] - Companies like Tesla and others in the smart driving sector will face compliance challenges as the industry transitions from chaotic growth to a new era focused on safety and responsibility [3] - The development of intelligent connected vehicles is crucial for fostering new productive forces and driving industrial upgrades, emphasizing the importance of safety in this transition [3]