【导读】港股三大指数齐收涨，智能驾驶概念股集体大爆发 中国基金报记者 伊万 1 月 6 日，港股三大指数强势，最终齐齐收涨。截至收盘，恒生指数涨 1.38% ，报 26710.45 点；恒生科技指数涨 1.46% ，报 5825.26 点；国企指数涨 1.05% ，报 9244.24 点。 盘面上，大型科技股普涨，网易涨近 3% ，快手涨超 2% ，百度、腾讯、京东涨超 1% ；保险、券商股走强，招商证券大涨 12% ，中金 公司、中信证券等龙头集体上扬；黄金股、贵金属股涨幅居前，招金矿业涨超 7% ，紫金矿业、紫金黄金国际涨超 4% 。 另一方面，半导体股、零售股、化妆品股、烟草概念股等多数走低。 | 名称 | 现价 | 涨跌幅 | | --- | --- | --- | | 阿里巴巴-W | 150.800 | -1.31% | | 9988.HK | | | | 腾讯控股 | 632.500 | 1.28% | | 0700.HK | | | | 小米集团-W | 38.760 | -1.47% | | 1810.HK | | | | 中芯国际 | 75.600 | -1.18% | | 0981.HK ...

Core Insights - The CES 2026 event in Las Vegas highlighted the dominance of AI-driven autonomous driving technology, with investors betting on AI revitalizing the traditional manufacturing sector, which has been hindered by slow technological progress and high costs [1][2] - Traditional automakers are pausing their electric vehicle (EV) transformation plans due to intense competition and reduced government subsidies, while suppliers and tech startups are showcasing their latest autonomous driving solutions [1][3] - Nvidia's CEO Jensen Huang announced the Alpamayo family of open-source AI models for autonomous driving, which aims to challenge Tesla's Full Self-Driving (FSD) system [4][5][6] Industry Trends - The automotive industry is increasingly focusing on physical AI and autonomous driving, with expectations that AI will be integrated into a wide range of everyday products beyond just vehicles [2] - The CES has evolved into a key platform for chip giants like Nvidia and AMD to unveil high-performance AI infrastructure for enterprise applications, alongside traditional consumer electronics [3] - Many traditional automakers are shifting their focus from launching new EVs to developing fully autonomous vehicles, reflecting a significant strategic change in the industry [3][4] Technological Developments - Nvidia's Alpamayo model, described as the "ChatGPT moment for physical AI," features 10 billion parameters and utilizes a novel "chain AI reasoning" approach to enhance decision-making in autonomous driving [5][6] - The introduction of the Alpamayo family aims to create a complete development ecosystem that includes models, simulation tools, and datasets to improve the safety and verifiability of autonomous driving technology [6][7] - Companies are also enhancing driver assistance systems, with some aiming for "hands-free" driving capabilities on highways and urban roads, similar to Tesla's FSD [7] Cost and Competitive Pressures - Traditional automakers, particularly Ford and General Motors, are becoming more strategic in their capital investments due to significant write-downs from changes in EV strategies and increased competition from Asian manufacturers [8] - The impact of higher tariffs imposed by the Trump administration on automotive imports is leading many U.S. manufacturers to absorb costs rather than pass them on to consumers, increasing pressure on profit margins [8] - Cost competitiveness is expected to be a central theme of discussion at CES, as automakers and investors focus on managing expenses amid rising competition [8]

Group 1: Market Overview - Dow futures fell by 0.19%, S&P 500 futures decreased by 0.06%, while Nasdaq futures rose by 0.03% [1] Group 2: Solid-State Battery Developments - Solid-state battery stocks showed mixed performance; Plug Power fell by 0.42%, Solid Power rose by 1.36%, and Quantumscape Corp increased by 0.62% [1] - Donut Lab introduced the world's first solid-state battery ready for OEM vehicle mass production at CES, set to power Verge Motorcycles by Q1 2026 [1] Group 3: AI and Technology Innovations - NVIDIA launched the open-source AI model Alpamayo aimed at enhancing autonomous driving technology, with initial vehicles expected on U.S. roads in Q1 2026 [2] - AMD unveiled the MI455 GPU chip at CES, claiming significant performance improvements, and previewed the MI500 series processors expected to be 1000 times more powerful than the MI300 series [2] Group 4: E-commerce and Robotics - Amazon launched a new website, Alexa.com, for users to access Alexa+ similar to other AI chatbots [3] - Qualcomm introduced the Dragonwing IQ10 processor for industrial and humanoid robots, emphasizing high performance and energy efficiency [3] Group 5: Financial Updates and Price Targets - Evercore raised Apple's target price to $325, maintaining an "outperform" rating, noting a 6% year-over-year revenue growth in the App Store for December [4] - Tesla China announced zero-interest and low-interest loan options for Model 3 and Model Y orders before January 31 [4] Group 6: Pharmaceutical Advancements - Novo Nordisk launched the oral GLP-1 weight loss drug Wegovy in the U.S., priced at $149 per month for the initial dosage, with future price adjustments planned [5] Group 7: Cryptocurrency Market Performance - Strategy reported a $17.44 billion unrealized loss in Q4 due to a decline in cryptocurrency asset value, with total Bitcoin holdings reaching 673,783 despite the losses [6]

1月6日，在全球科技盛会CES 2026开幕首日，全球无人城配（RoboVan）及智慧物流领域的领军者新石器无人车宣布，与葡萄牙著名的汽车及移动出行解决 方案提供商Salvador Caetano Auto达成战略合作。 此次强强联手意味着新石器在欧洲市场的进一步提速。双方将依托Caetano Mobility出行生态系统，共同探索未来移动出行趋势，推动葡萄牙乃至整个欧洲 自动驾驶物流生态的转型升级。通过资源共享与优势互补，为欧洲可持续发展及智能化交通注入全新活力。 作为全球低速无人驾驶技术商业化落地的先驱，新石器无人车长期深耕智慧物流领域，在技术创新、场景落地及全球市场拓展方面积累了丰富经验。其核心 技术与产品通过多项国际权威认证，符合欧洲严格的法规与安全标准，为行业树立安全与可靠性的标杆。 此次战略合作也将聚焦低速自动驾驶物流在欧洲的标准化与普及化，以技术创新回应行业痛点，为社会、企业及消费者创造多维价值。体现新石器无人 车"以本地化驱动全球化"的发展理念，让中国自动驾驶深度融入欧洲智慧出行的变革浪潮中。 新石器无人车执行总裁赵优表示："在CES 2026这一全球创新舞台上，与Salvador Caeta ...

Group 1 - The article highlights the rapid development of artificial intelligence (AI) technology, presenting significant opportunities in the market [3] - Alibaba's Qoder has launched a new intelligent code completion feature, NEXT, which has increased AI code adoption rates by 65% [5] - Baidu Encyclopedia has introduced new AI features, including "Dynamic Encyclopedia" and "AI Knowledge Graph," with over 30 million entries and more than 8.03 million contributing users [6] Group 2 - OpenAI-backed household robot Neo, priced at $20,000, is set to revolutionize home automation, with plans for U.S. delivery in 2026 and expansion to other markets in 2027 [7][8] - NVIDIA has released a new AI platform named Alpamayo, designed to enhance the development of autonomous vehicles by enabling reasoning capabilities [10] - Microsoft has acquired Osmos, an AI data engineering platform, to simplify complex data flows and integrate it into Microsoft Fabric, enhancing data analysis capabilities [11] Group 3 - Yann LeCun, a prominent AI figure, criticized Meta's new AI head for lacking experience and warned of potential talent loss within the company [12] - NVIDIA introduced the BlueField-4 data processor, aimed at powering inference context memory storage platforms, designed for large-scale AI inference [13][14]

Core Viewpoint - Magna has announced an expansion of its strategic partnership with NVIDIA to support automakers in implementing projects based on the NVIDIA DRIVE Hyperion platform [1] Group 1: Partnership Details - The core content of the collaboration involves Magna providing a comprehensive service solution that covers system integration, functional validation, and mass production for automakers [1] - Magna will offer technical support for the NVIDIA DRIVE AV autonomous driving software stack, which is powered by the DRIVE AGX Thor high-performance computing platform [1] Group 2: Autonomous Driving Levels - Magna will provide platform implementation and project execution services specifically targeting L2++, L3, and L4 level autonomous driving systems [1] - The partnership aims to ensure seamless deployment of various levels of autonomous driving solutions [1]

自去年以来，中国市场在电动化与智能化技术的竞争已经进入白热化阶段。尤其是智能驾驶辅助功能， 从高速NOA 到城市NOA，再到泊车与场景化功能，消费者更倾向于"所见即所得"，并且对功能是否包 含在车价中高度敏感。 （文/观察者网 张家栋 编辑/高莘） 当地时间1月5日，奔驰宣布将于今年晚些时候在美国推出名为MB.DRIVE ASSIST PRO的高级驾驶辅助 系统。 这套系统在驾驶员监管前提下，允许车辆在城市道路上实现点到点行驶，包括通过路口、转弯以及识别 交通信号灯。这意味着，奔驰不再将高阶驾驶辅助局限于高速公路场景，而是正式进入复杂度更高、商 业价值也更大的城市道路。 目前，在美国市场，能够在城市街道提供类似功能的量产车型仅有特斯拉的FSD。这意味着，奔驰将以 海外品牌的身份在美国市场与本土车企争夺自动驾驶软件能力的话语权。 路透社 不过，与技术本身同样值得关注的，是奔驰在美国采用的软件付费模式。奔驰表示，MB.DRIVE ASSIST PRO在美国三年的使用费用为3950美元（约2.7万元人民币），用户也可选择按月或按年订阅。 该模式与特斯拉的FSD类似，强调"软件即服务"。 这一订阅制思路，很大程度上延 ...

1.【蔚来宣布第100万台量产车下线，车型为全新蔚来ES8】1月6日上午消息，在今日的蔚来公司第 100万台量产车下线仪式上，蔚来创始人、董事长、CEO李斌发表演讲。他宣布，蔚来公司第100万 台量产车正式下线，第100万台量产车为全新蔚来ES8。他表示，这是蔚来发展的重要里程碑，自 2018年蔚来首台量产车下线以来，到今天三个品牌协同发展实现了这一成就。（新浪汽车） 2.【英伟达发布汽车平台Alpamayo，使车辆可在现实世界中"推理"】英伟达宣布一系列人工智能模 型和工具，旨在加快自动驾驶汽车的开发，为新一代机器人提供助力，从而扩大其技术的应用范围。 首席执行官黄仁勋周一在拉斯维加斯举行的CES展会上表示，该公司推出了一款名为Alpamayo的汽 车平台，使车辆能够在现实世界中进行"推理"。英伟达表示，潜在用户可以自行获取并重新训练 Alpamayo模型。这一免费产品旨在打造能够在突发情况下自行应对的车辆，如交通信号灯发生故障 时。车载计算机将分析来自摄像头和其他传感器的输入信息，将其分解为多个步骤并提出解决方案。 英伟达正在基于与梅赛德斯-奔驰的合作，开发能够在高速公路上实现脱手驾驶、并能在城市中自主 ...

1月6日，无人驾驶板块表现活跃。截至当日收盘，汉鑫科技（920092）、万集科技（300552）、雷尔伟（301016）、山 子高科（000981）、索菱股份（002766）、神通科技（605288）、兴民智通（002355）、北斗星通（002151）、德赛西 威（002920）、路畅科技（002813）、立昂微（605358）、银河电子（002519）、岩山科技（002195）等19股涨停。其 中，雷科防务5连板，索菱股份3连板。 另外，华测导航（300627）、豪恩汽电（301488）、星辰科技（920885）、国科微（300672）等个股涨超10%。 | | 代码 | 名称 | 涨幅% √ | 现价 | 主力净量 | 主力净流入 | 涨跌 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 920092 | 汉鑫科技 | +29.99% | 48.89 | 7.17 | 1.05亿 | 11.28 | | 2 | 300552 | 万集科技 | +20.01% | 37.66 | 4.34 | 2.17 亿 | 6.28 | | 3 | 3 ...

Core Insights - NVIDIA unveiled its new Vera Rubin architecture at CES 2026, boasting a 5x increase in inference performance and a 3.5x increase in training performance compared to the previous Blackwell architecture, while reducing costs by 90% [1][3][8] - The Rubin platform is designed to address the urgent demand for AI computing power, with large-scale production set to begin in the second half of 2026 [3][10][47] Group 1: Vera Rubin Architecture - The Vera Rubin architecture integrates CPU, GPU, networking, storage, and security into a cohesive system, moving away from merely stacking GPUs to creating a unified AI supercomputer [13] - Key components of the Rubin platform include the Vera CPU, Rubin GPU, NVLink 6, ConnectX-9 SuperNIC, BlueField-4 DPU, and Spectrum-6 Ethernet, all designed to enhance AI performance [14][16] - The Rubin GPU achieves 50 PFLOPS of NVFP4 computing power, significantly outperforming the Blackwell GPU [16][27] Group 2: Performance Enhancements - The Rubin architecture's training speed reaches 35 petaflops, while inference tasks can achieve up to 50 petaflops, marking a substantial improvement over Blackwell [27][28] - The architecture's HBM4 memory bandwidth has increased to 22 TB/s, and the NVLink interconnect bandwidth has doubled to 3.6 TB/s, facilitating efficient multi-GPU training [27][29] - The platform reduces the number of GPUs needed for training MoE models by 75%, leading to significant energy savings [28][32] Group 3: AI Applications and Innovations - NVIDIA introduced AlphaMayo, an end-to-end autonomous driving AI capable of reasoning and decision-making without human intervention [49][55] - The company is also launching a comprehensive open-source suite for physical AI, which includes models and frameworks for various applications, including robotics [62][64] - The new DGX SuperPOD, featuring multiple Rubin NVL72 racks, can handle thousands of AI agents and millions of tokens, providing a robust AI infrastructure [41][39] Group 4: Market Impact and Future Outlook - Major cloud providers like AWS, Microsoft Azure, and Google Cloud are expected to be the first to deploy the Rubin architecture, with widespread commercial use anticipated by late 2026 [47] - The advancements in AI infrastructure are expected to drive a significant increase in investment in AI, with estimates of $3 to $4 trillion over the next five years [8] - NVIDIA's innovations are set to redefine the AI landscape, making high-performance computing more accessible and affordable, akin to electricity [8][71]