在大约40分钟的时间里，我们穿梭在旧金山一个典型的混乱路况中：送货卡车、骑自行车者、行人，甚 至偶尔还会出现Waymo自动驾驶出租车。这辆奔驰在英伟达AI驱动系统及车辆自带摄像头与雷达的引 导下，从容应对各种路况：交通信号灯、四向停车路口、并排停放的车辆，甚至偶尔遇到无信号灯指引 的左转。有一次在十字路口遇到卡车占道，系统先礼让缓行的行人通过，随后流畅地做出大半径右转绕 行。 凤凰网科技讯 北京时间1月6日，芯片巨头英伟达正在大力押注自动驾驶汽车。根据美国科技网站 TheVerge交通内容编辑安德鲁·J·霍金斯(Andrew J. Hawkins)的测试，英伟达的自动驾驶系统进展迅速， 对特斯拉的全自动驾驶系统(FSD)造成了压力。 以下是文章全文： 旧金山一个晴朗无云的日子，我坐在一辆奔驰CLA轿车的副驾驶座上。司机卢卡斯(Lucas)的手放在方 向盘上，但这实际上只是装装样子：这辆车基本上是在自动驾驶。 该车正在使用英伟达新型点对点L2++级辅助驾驶系统，该系统计划于2026年面向更多汽车制造商推 出。这是英伟达在自动驾驶领域的重大押注，该公司认为自动驾驶能帮助其规模尚小的汽车业务发展成 更庞大、更盈利的 ...

上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 昨夜今晨，又有很多大事发生。 美国三大股指全线收涨，大型科技股涨跌互现，中概股多数上涨，英伟达亮相CES，黄仁 勋：正在AI下一个前沿重塑存储堆栈。黄金、白银大涨！ 美国三大股指全线收涨 美国三大股指全线收涨，道指涨1.23%，报48977.18点；标普500指数涨0.64%，报 6902.05点；纳指涨0.69%，报23395.82点。 | 名称 | 代码 序号 | | 现价 涨跌 涨跌幅▼ | 年初至今 时间 | | --- | --- | --- | --- | --- | | 特斯拉(TESLA) | TSLA | 1 451.670 | 13.600 3.10% | 0.43% 16:00 | | 亚马逊(AMAZON) | AMZN 2 | 233.060 | 6.560 2.90% | 0.97% 16:00 | | 脸书(META PLATFORMS) | META 3 | 658.790 | 1.29% 8.380 | -0.20% 16:00 | | 谷歌(ALPHABET)-C | GOOG 4 ...

Core Viewpoint - NVIDIA is shifting its focus entirely towards AI, as evidenced by its absence of gaming graphics cards at CES 2026 and the introduction of new AI products and architectures [2][10]. Group 1: AI Product Launches - NVIDIA unveiled the next-generation Rubin architecture GPU, which boasts inference and training performance that are 5 times and 3.5 times better than the Blackwell GB200, respectively [4][17]. - The company introduced five new product families targeting various AI applications, including the NVIDIA Nemotron for Agentic AI, NVIDIA Cosmos for physical AI, and NVIDIA Alpamayo for autonomous driving [6][8][39]. - The Vera Rubin NVL72 architecture was officially launched, featuring six core components designed to enhance AI data center capabilities [14][15]. Group 2: Performance Metrics - The Rubin GPU achieves an inference performance of 50 PFLOPS and a training performance of 35 PFLOPS under the NVFP4 data type, significantly surpassing its predecessor [17]. - Each Rubin GPU is equipped with 288GB of HBM4 memory and offers a bandwidth of 22 TB/s, supporting the high computational demands of modern AI models [18]. - The overall architecture of the Vera Rubin NVL72 can deliver 3.6 exaFLOPS of NVFP4 inference performance and 2.5 exaFLOPS of training performance [37]. Group 3: Networking and Connectivity - The introduction of NVLink 6 enhances interconnect bandwidth to 3.6 TB/s per GPU, with a total bandwidth of 260 TB/s across the entire NVL72 rack [20][21]. - The Vera CPU integrates 88 custom Arm cores and features a bandwidth of 1.8 TB/s for NVLink C2C interconnect, facilitating efficient communication between CPU and GPU [22]. Group 4: AI Model Developments - The Alpamayo model, a large-scale open-source visual-language-action model for autonomous driving, was launched with 10 billion parameters [41]. - The Nemotron series expanded to include specialized models for speech recognition, visual-language processing, and safety, enhancing AI applications across various sectors [49][51]. - The Cosmos model for robotics was upgraded to generate synthetic data that adheres to real-world physical laws, aiding in the development of AI agents [54][58]. Group 5: Industry Impact and Future Outlook - NVIDIA's comprehensive approach to AI, integrating models, data, and tools, is expected to strengthen its competitive edge and ecosystem lock-in [10]. - The company plans to begin mass production of the Vera Rubin NVL72 in the second half of 2026, indicating a strong commitment to advancing AI infrastructure [38].

美国三大股指全线收涨，大型科技股涨跌互现，中概股多数上涨，英伟达亮相CES，黄仁勋：正在AI下一个前沿重塑存储堆栈。黄金、白银大涨！ 美国三大股指全线收涨 美国三大股指全线收涨，道指涨1.23%，报48977.18点；标普500指数涨0.64%，报6902.05点；纳指涨0.69%，报23395.82点。 | 48977.18 | | 0.00 | | --- | --- | --- | | +594.79 +1.23% 今开 48475.81 成交量 | | 0 | | 上涨 0 下跌 | 18 平盘 | 12 | | 最高价 49209.95 市盈率 30.57 | | | | 8.81 最低价 48449.62 市净率 | | | | 6902.05 | 昨收 | 6858.47 | 成交额 | | 0.00 | | --- | --- | --- | --- | --- | --- | | +43.58 | +0.64% 今开 | 6892.19 | 成交量 | | 0 | | 上涨 | 77 -27 339 | 2 | 下跌 | | 161 | | 最高价 | 6920.38 而忽率 | 29.26 ...

Group 1 - Tesla terminated a production line leader for suggesting to extend working hours to increase output, which was deemed a violation of company policy against harming or pressuring employees [4][5] - The incident sparked discussions about corporate culture, contrasting Tesla's approach with the prevalent "996" overtime culture in traditional car manufacturers [5] Group 2 - ByteDance announced a comprehensive salary increase for interns across various positions, with the highest increase reaching 150%, effective from January 1, 2026 [11][12] - The salary adjustments are primarily applicable to first-tier cities and vary based on job type and business line [11] Group 3 - Xiaomi faced backlash after allegations surfaced that it had engaged a controversial influencer known for criticizing the brand, leading to a public apology from the company's PR manager [7][9] - The incident highlighted a significant trust crisis for Xiaomi, with many fans expressing feelings of betrayal [8][9] Group 4 - MiniMax, a Chinese AI unicorn, plans to set its Hong Kong IPO price at HKD 165, aiming to raise over HKD 4.2 billion, driven by strong demand from institutional investors [22][23] - The IPO is seen as a critical step for MiniMax in the global AGI arms race, backed by Alibaba and the Abu Dhabi sovereign wealth fund [22] Group 5 - Thunderbird Innovation completed a financing round exceeding 1 billion yuan, with participation from China Mobile and China Unicom, and signed a long-term strategic cooperation agreement [12][13] - The funding will support various initiatives, including eSIM technology and cloud services [12] Group 6 - Microsoft is reportedly planning a significant round of layoffs in January 2026, potentially affecting 10,000 to 15,000 employees, as part of ongoing organizational restructuring [38] - The layoffs reflect challenges in AI commercialization and internal management issues, alongside a push for a flatter organizational structure [38] Group 7 - Huawei's executive Yu Chengdong visited GAC Group to discuss collaboration on the HarmonyOS cockpit system, indicating a strategic focus on automotive applications of their technology [17][18] - The Harmony cockpit has evolved to version HarmonySpace 5, featuring over 30 new capabilities [18] Group 8 - Ant Group and Meituan invested in AI hardware startup Looki, which raised over USD 20 million in its A-round financing, aiming to accelerate product development and talent acquisition [27] - Looki's products focus on next-generation interactive devices, leveraging AI technology [27] Group 9 - Neta Auto's founder has been listed as a person subject to enforcement due to financial issues, highlighting the company's struggles after a peak in sales [29] - Neta Auto's parent company reported significant losses over the past three years, leading to operational challenges and potential bankruptcy [29] Group 10 - Porsche China terminated its authorization with the Zhengzhou Zhongyuan dealership due to operational issues, affecting customer services and vehicle deliveries [30][31] - The situation has raised concerns among consumers regarding their rights and the handling of deposits and vehicle documentation [31]

【导读】英伟达亮相CES，黄仁勋：在AI下一个前沿重塑存储堆栈！黄金、白银大涨！ 中国基金报记者 郭玟君 大家早上好！昨夜今晨，又有很多大事发生。 道琼斯工业平均(DJI) W 01-05 16:20:01 48977.18 昨收 48382.39 0.00 成交额 +594.79 +1.23% 48475.81 成交量 0 今开 12 上涨 18 平盘 0 下跌 最高价 49209.95 30.57 2.35% 市盈率 近20日 8.81 最低价 48449.62 市净率 1.90% 今年来 关闭4 五日 周K 月K 更多 日K [0] 均价: -- 叠加 49209.95 71% 47554.83 -1.71% 16:00 09:30 标普500(SPX) 01-05 16:20:01 6902.05 昨收 6858.47 0.00 成交额 +43.58 6892.19 成交量 0 今开 +0.649 上涨 339 161 下跌 本留 2 29.26 最高价 0.66% 6920.38 近20日 市盈率 0.83% 最低价 5.53 6891.56 市净率 今年来 સ્ત્ર B4 更多 更目 日K 周K ...

Core Insights - The article discusses the transformative impact of AI on various industries, highlighting the advancements presented by NVIDIA at CES 2026, particularly focusing on the new Rubin platform and the Alpamayo open-source model for autonomous driving [1][3][5]. Group 1: NVIDIA Rubin Platform - The NVIDIA Rubin platform introduces six new chips aimed at creating a leading AI supercomputer that excels in cost, performance, and security, significantly reducing training time and inference token costs [8][10]. - The platform features innovations such as the latest NVIDIA NVLink interconnect technology, a Transformer engine, and advanced security measures, which collectively enhance AI capabilities and reduce the GPU count needed for training models by four times compared to previous generations [13][17]. - The Rubin platform is designed to meet the increasing demand for AI computing, with a total bandwidth of 260TB/s, surpassing the entire internet's bandwidth, and is expected to be commercially available in the second half of 2026 [19][20]. Group 2: Alpamayo Open-Source Model - The Alpamayo series introduces a visual-language-action (VLA) model that enhances autonomous driving capabilities by enabling vehicles to reason through rare scenarios, thereby improving safety and interpretability [27][28]. - This model is part of a cohesive open ecosystem that includes open-source models, simulation tools, and datasets, allowing developers to build upon it for autonomous driving technology [29][30]. - The Alpamayo model, featuring 10 billion parameters, is designed to generate driving trajectories and reasoning traces from video inputs, providing a foundation for developers to create tailored autonomous driving solutions [30][31]. Group 3: Robotics and Physical AI - NVIDIA has launched new open-source models and frameworks for physical AI, aimed at accelerating the development of versatile robots capable of learning multiple tasks [35][36]. - The company emphasizes the importance of simulation and evaluation frameworks, such as the Isaac Lab-Arena, to streamline the development process and ensure robust performance before deployment [43][45]. - Collaborations with industry leaders in robotics are highlighted, showcasing the integration of NVIDIA's technology into next-generation robots, which are expected to revolutionize various sectors [36][50].

美东时间周一，美股三大股指全线收高，道琼斯指数在金融股的带动下创下历史新高。截至收盘，道指涨1.23%，报 48977.18点；纳指涨0.69%，报23395.82点；标普500指数涨0.64%，报6902.05点。 地缘政治动荡推动黄金、白银期价大涨，周一COMEX黄金期货涨3%，报4459.7美元/盎司；COMEX白银期货涨 7.74%，报76.5美元/盎司。能源股走强，贵金属板块大幅上涨。 英伟达宣布推出一系列人工智能模型和工具，公司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。 此外，据新华社报道，遭美国强行控制的委内瑞拉总统马杜罗夫妇5日中午在美国纽约南区联邦地区法院首次出庭， 拒绝美方所谓"犯罪"指控。 美股三大指数集体收涨 尽管地缘政治风险通常有利于国债等避险资产，但周一美国股指整体走高，反映出市场更关注流动性宽松预期下的风 险资产配置机会。投资者在权衡地缘风险与科技、金融股盈利前景后，当前更倾向于布局成长性资产。 截至美东时间周一收盘，道指涨1.23%，报48977.18点 ...

Core Viewpoint - NVIDIA has launched Alpamayo, a series of open-source inference models aimed at guiding autonomous vehicles through complex driving situations, with Alpamayo 1 being the centerpiece featuring 10 billion parameters [1] Group 1: Product Launch - The core of the launch is Alpamayo 1, a logical reasoning system designed to mimic human driving behavior [1] - The model works by breaking down unexpected driving situations into smaller problems to find the safest driving path, providing explanations for its reasoning process at each step [1] Group 2: Related Technologies - A sister model named AlpaSim allows developers to conduct closed-loop training for rare driving scenarios encountered in real life [1] - The 2025 Mercedes-Benz CLA will be the first vehicle to feature NVIDIA's complete autonomous driving technology stack, including Alpamayo [1]

Group 1: Core Insights - Nvidia's CEO Jensen Huang announced that the robotics field has entered a "ChatGPT moment" and introduced a series of open-source "physical AI" models [2] - The new AI chips have achieved "full-scale production" with a fivefold increase in computing power compared to the previous generation, specifically designed for AI applications like chatbots [6] - Nvidia's new platform, Vera Rubin, is set to launch in late 2026 and is expected to have a profound impact on the future of AI due to the industry's heavy reliance on Nvidia's technology [10] Group 2: Robotics and AI Models - Huang showcased two robots, BDX and GR00T, demonstrating how they learn and interact with their environment [4] - The Nvidia Cosmos Transfer 2.5 and Cosmos Predict 2.5 models can generate realistic synthetic data for evaluating robot performance in a safe virtual environment [4] - The Nvidia Isaac GR00T N1.6 model allows for precise control of humanoid robots using visual language action capabilities [4] Group 3: AI Chip Advancements - The new AI chip's performance leap is attributed to the proprietary data format developed by Nvidia, which allows for significant performance improvements with only a 60% increase in transistor count [8] - The chip includes a "context memory storage" layer to enhance response times in conversational AI applications [8] - Nvidia has partnered with Groq to strengthen its position in the AI inference market [8] Group 4: Autonomous Driving Initiatives - Nvidia plans to initiate robotaxi trials with partners as early as 2027, showcasing its ambition in the autonomous driving sector [14] - The company has developed a decision-making software named Alpamayo for autonomous vehicles, which records decision processes for engineers to review [12] - Nvidia's Drive AGX Thor onboard computer is priced around $3,500 and is designed to help automakers save development time and accelerate feature deployment [15]