【导读】大涨的一天啊 兄弟姐妹们啊，今天的A股，高开高走，沪指直接收在了最高点，4000不仅没有成为收费站，反而成为 了加油站！相信你们再也没有借口说今天亏钱了吧！ 商业航天继续活跃，北斗星通（002151）、中国卫通（601698）6天4板。 A股暴涨 1月6日，上证指数再度收出阳线，实现日线13连阳。值得注意的是，在今天再度收出阳线后，上证指数 已创出史上最长连阳纪录。市场全天成交超2.8万亿元，较上个交易日放量超2600亿元，两市超4000股 飘红。 截至收盘，沪指涨1.5%，深成指涨1.4%，创业板指涨0.75%。 两市共4108只个股上涨，13只个股涨停，1222只个股下跌。 | 880005 张跌家数 | | | | --- | --- | --- | | 日中 | 涨停 | 143 | | 涨幅 | > 7% | 224 | | 涨幅 | 5-7% | 168 | | 涨幅 | 3-5% | 417 | | 涨幅 | 0-3% | 3299 | | 跌幅 | 0-3% | 1110 | | 跌幅 | 3-5% | 84 | | 跌幅 | 5-7% | 20 | | 跌幅 | > 7% | 8 | ...

Core Viewpoint - The A-share market experienced a significant surge, with the Shanghai Composite Index closing at its highest point, marking a record of 13 consecutive days of gains [3][5]. Market Performance - On January 6, the Shanghai Composite Index rose by 1.5%, the Shenzhen Component Index increased by 1.4%, and the ChiNext Index gained 0.75% [3]. - The total market turnover exceeded 2.8 trillion yuan, an increase of over 260 billion yuan compared to the previous trading day, with more than 4,000 stocks rising [3][4]. Stock Highlights - The brain-computer interface concept stocks continued to rise, with companies like Sanbo Brain Science and Innovation Medical reaching their daily limit [4]. - Financial stocks, including Huashan Securities and Hualin Securities, also saw significant gains, with both stocks hitting their daily limit [6]. - The non-ferrous metal sector strengthened, with companies like Luoyang Molybdenum and Zijin Mining reaching historical highs [7]. Sector Trends - The commercial aerospace sector remained active, with Beidou Star and China Satellite Communication achieving multiple daily limit increases [8]. - The autonomous driving sector saw a batch of stocks hitting their daily limit, driven by Nvidia's announcement of new AI models and tools aimed at accelerating the development of autonomous vehicles [9][10]. Nvidia's Developments - Nvidia introduced the Alpamayo vehicle platform at CES, which allows cars to perform reasoning in real-world scenarios, enhancing autonomous driving capabilities [11][12]. - The first vehicles equipped with Nvidia technology are expected to hit the roads in the US in the first quarter, followed by Europe in the second quarter and Asia later in the year [12][13].

（文章来源：每日经济新闻） 汽车ETF（516110）跟踪的是800汽车指数（H30015），该指数从中国A股市场中选取涉及整车制造、 零部件供应等汽车产业链上下游的上市公司证券作为指数样本，以反映汽车行业相关上市公司证券的整 体表现及其发展趋势，具有较强的行业代表性。 1月6日，汽车ETF（516110）涨超1.3%，资金面看，连续4日迎资金净流入，政策与自动驾驶进展提振 行业预期。 东吴证券指出，2026年汽车零部件行业受国内总量影响，Beta整体较弱，但结构性机会优于总量机会， 存量市场需寻找穿越周期的α，优选高竞争力带来市占率提升的产品型公司及内生外延切入高价值赛道 的企业。全球化趋势下，优先布局欧洲/北美/东南亚产能的零部件企业成长性和抗风险能力显著提升， 随着盈利修复与客户深耕，有望在2026-2030年发展为全球Tier1或平台型龙头。机器人领域与人形机器 人相关的执行器、减速器等供应链受益，技术同源且制造协同的汽零龙头具备优势。 ...

Group 1: Market Performance - The A-share market's autonomous driving sector experienced a strong surge, with multiple stocks hitting the daily limit in a short time, indicating high investor interest and willingness to invest [1] - Companies such as Hezhong Zhizhuang and Zhejiang Shibao quickly reached their daily limits within minutes of market opening, showcasing robust market activity [1] Group 2: Technological Advancements - Nvidia announced the launch of the Alpamayo series of open-source AI models and simulation tools at CES 2026, focusing on the development of reasoning-based assisted driving and autonomous driving systems [3] - The Alpamayo 1 model features 10 billion parameters, enabling autonomous vehicles to not only perceive but also logically reason and act in complex traffic scenarios [3][4] - Nvidia's new Rubin platform boasts a 3.5 times improvement in training performance and a 5 times enhancement in running AI software performance, with plans for delivery in the second half of the year [3] Group 3: Industry Developments - Nvidia's founder, Jensen Huang, highlighted the critical reasoning capabilities brought by Alpamayo, allowing autonomous vehicles to drive safely in complex environments, with major companies like Lucid and Uber adopting the platform [4] - In China, the autonomous driving industry is set to achieve significant breakthroughs by 2025, with the Ministry of Industry and Information Technology granting the first L3-level conditional autonomous driving vehicle licenses [4] - The issuance of L3-level licenses marks a pivotal shift from testing to commercial application in China's autonomous driving sector, with companies like Pony.ai exceeding their operational targets for Robotaxi fleets [4] Group 4: Future Outlook - Analysts suggest that the continuous empowerment from tech companies like Nvidia is breaking through the computational and algorithmic reasoning bottlenecks in autonomous driving, significantly shortening the timeline for L4-level commercialization [5] - The transition of responsibility from drivers to vehicle manufacturers or system suppliers in L3-level autonomous driving will raise the technical and risk management requirements for car manufacturers [5] - Companies with advanced intelligent technology, strong system engineering capabilities, and effective supply chain management are expected to benefit first from the upcoming industry wave [5]

（原标题：禾赛科技激光雷达主体外观专利获授权，可用于自动驾驶等领域） 企查查APP显示，近日，上海禾赛科技有限公司"激光雷达的主体（33）"专利获授权。企查查专利摘要显示，本外观设计产品是用于自动驾驶、 通讯、无人机、智能机器人、能源安全检测、资源勘探等领域的激光雷达，其设计要点在于形状。 游戏ETF (产品代码：159869) ★ 跟踪：中证动漫游戏指数 相关ETF 食品饮料ETF (产品代码: 515170) ★ 跟踪：中证细分食品饮料产业主题指数 近五日涨跌: -1.06% 市盈率： 20.24倍 资金流向: 最新份额为103.4亿份,减 少了1350.0万份,净申 赎-740.1万元。 估值分位:19.16% 近五日涨跌:4.00% 近五日涨跌: - 0.06% 市盈率： 37.26倍 资金流向: 最新份额为87.6亿份, 增加 了0.0份,净申赎0.0元。 估值分位:55.98% 科创50ETF (产品代码: 588000) ★ 跟踪：上证科创板50成份指数 市盈率：167.30倍 资金流向: 最新份额为537.1亿份, 增 加了6.2亿份, 净申赎8.8亿 元。 估值分位: 96.90% 云计算5 ...

格隆汇1月6日丨隆基机械(002363.SZ)在互动平台表示，公司已参与 L3 级自动驾驶汽车制动部件产品供 应，为国内首批 L3 级有条件自动驾驶车型提供配套。 针对 L3 级车型的制动产品，在质量过程控制 上，需执行更严苛的全流程管控标准，从原材料入厂到成品出厂的每一道工序均增设多轮检测节点；在 生产工艺上采用更高精度的加工及处理工艺，以此保障产品完全适配高阶自动驾驶的安全应用要求。 ...

格隆汇1月6日丨隆基机械(002363.SZ)在互动平台表示，公司已为我国首批 L3 级有条件自动驾驶车型长 安深蓝 、北汽极狐阿尔法提供制动部件配套，凭借公司过硬技术实力，历经主机厂多轮严苛性能、安 全验证，高标准通过准入考核，充分彰显我司在自动驾驶配套领域的领先地位与产品竞争力。 ...

自动驾驶车端世界模型方向 招工程师/博后/实习生 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 清华大学智能绿色车辆与交通全国重点实验室招聘工程师/博后/实习生，感兴趣的可以联系柱哥投递简历或邮 箱自行投递简历。 【岗位目标】 面向端到端自动驾驶核心技术需求，从事车端世界模型的研究与工程化落地。构建融合物理先验、时序一致 性与行为预测能力的世界模型架构，实现复杂驾驶场景的理解、预测与生成，支撑自动驾驶系统的感知、预 测、规划一体化能力建设，推动端到端自动驾驶技术的工程化应用。 【核心职责及次要职责】 核心职责： 次要职责： 1. 研究与开发车端世界模型核心架构，融合物理先验、因果推理、时序一致性与行为预测能力； 2. 构建驾驶场景时空表征与预测模型，实现交通参与者行为预测、场景演化推理与长期规划； 3. 研发基于Transformer、Diffusion、Neural Fields等前沿架构的场景生成与仿真模型； 4. 设计多模态输入融合方案，实现图像、点云、地图、轨迹等多源信息的统一编码与推理； 5. 完成世界模型在车端平台的部署优化，满足实时性与资源 ...

来源：环球网 【环球网科技综合报道】1月6日消息，据CNBC报道，英伟达首席执行官黄仁勋在在2026年国际消费类电子产品展览会（CES 2026）期间称，"我们设想， 未来有一天，道路上行驶的十亿辆汽车都将是自动驾驶汽车。你可以选择租用一辆由他人操控的无人出租车，也可以选择拥有一辆属于自己的无人出租 车。" 英伟达方面还表示，正积极与无人驾驶出租车运营商展开合作，期望这些运营商能采用该公司的AI芯片和Drive AV软件堆栈，最快于2027年为其自动驾驶车 队提供有力支持。几乎在同一时段，英伟达还透露，希望助力合作伙伴部署"L4"级无人驾驶出租车。"L4"级自动驾驶意味着车辆在预先定义的区域内可无需 人为干预自主行驶，这一目标的推进将极大推动自动驾驶技术的商业化进程。 为拓展其技术应用范围，英伟达宣布推出一系列人工智能模型和工具，旨在加速自动驾驶汽车的开发进程，并为新一代机器人提供技术支持。该公司最新发 布了一款名为"Alpamayo"的汽车平台。黄仁勋表示，该平台能让汽车在现实世界中进行"推理"。潜在用户可以采用"Alpamayo"模型并自行对其进行重新训 练。此次提供的免费服务旨在打造能够自行应对突发状况 ...

Core Insights - NVIDIA has announced the full production of the Vera Rubin platform, which weighs nearly 2 tons and integrates six new chips, significantly enhancing inference cost and training efficiency, achieving AI computations at a trillion operations per second, marking it as a true AI factory [2] - The company has also open-sourced its first inference VLA (Vision-Language-Action) model, Alpamayo 1, designed for vehicles to "think" and solve problems in unexpected situations, utilizing a 10 billion parameter architecture [3] - The first vehicles equipped with NVIDIA technology are set to hit the roads in the US in Q1, Europe in Q2, and Asia later in the year [4][17] Production and Performance - The new Rubin platform has a performance increase of 5 times compared to the previous Blackwell version, with training performance being 3.5 times better [5][8] - The Rubin platform can reduce inference token generation costs by up to 10 times and decrease the number of GPUs required for training mixture of experts models by 4 times [8] - The Vera CPU in the Rubin platform features 88 cores, providing double the performance of its predecessor, and is designed for agent inference, making it the most energy-efficient processor in large-scale AI factories [8] Ecosystem and Deployment - Major cloud providers, including Microsoft, are expected to be among the first to deploy the new hardware in the second half of the year, with Microsoft’s next-generation Fairwater AI super factory set to utilize NVIDIA's Vera Rubin NVL72 systems [6] - NVIDIA maintains a long-term bullish outlook, predicting the total market size could reach several trillion dollars despite concerns about increasing competition and sustainability of AI spending [7] Innovations and Technologies - The Rubin platform incorporates five innovative technologies, including the sixth-generation NVLink interconnect technology and a third-generation transformer engine, which provides 50 petaflops of NVFP4 computing power for AI inference [9] - The platform's modular design allows for faster assembly and maintenance, with an 18 times quicker process compared to Blackwell [9] Open Source Initiatives - NVIDIA has released the Alpamayo model as part of a complete open ecosystem for autonomous driving development, which includes simulation frameworks and datasets [14][21] - The Alpamayo model is designed for the autonomous driving research community, allowing developers to adapt it for vehicle development and as a foundational tool for autonomous driving technology [15][18] - NVIDIA has also launched various open-source models and tools across different sectors, including the Nemotron family for agent AI and the Cosmos platform for physical AI [26][27]