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美股异动丨特斯拉盘前跌2% 在法国和丹麦销量连续第七个月下滑
Ge Long Hui· 2025-08-01 08:41
官方行业数据显示,7月份特斯拉在法国的销量同比下降27%至1,307辆,在丹麦的销量同比下降52%至 336辆,而今年前六个月该品牌在欧洲的销量下降了三分之一以上。马斯克表示,欧洲严格的自动驾驶 法规使得Model Y在一些国家销售变得更加困难,该款车可选的监督自动驾驶功能本是"一个巨大的卖 点"。(格隆汇) 昨日跌超3%的特斯拉(TSLA.US)盘前继续下跌2%。消息上,由于马斯克的政治立场、监管挑战、中国 汽车品牌竞争等原因,特斯拉7月在法国和丹麦的汽车销量连续第七个月下滑。 ...
特斯拉在法国和丹麦销量连续第七个月下滑
news flash· 2025-08-01 07:07
特斯拉在法国和丹麦销量连续第七个月下滑 金十数据8月1日讯,由于马斯克的政治立场、监管挑战、中国汽车品牌竞争等原因,特斯拉7月在法国 和丹麦的汽车销量连续第七个月下滑。官方行业数据显示,7月份特斯拉在法国的销量同比下降27%至 1,307辆,在丹麦的销量同比下降52%至336辆,而今年前六个月该品牌在欧洲的销量下降了三分之一以 上。马斯克表示,欧洲严格的自动驾驶法规使得Model Y在一些国家销售变得更加困难,该款车可选的 监督自动驾驶功能本是"一个巨大的卖点"。 ...
告别被动感知!DriveAgent-R1:主动视觉探索的混合思维高级Agent
自动驾驶之心· 2025-08-01 07:05
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15个 方向 学习 路线 今天自动驾驶之心为大家分享 上海期智研究院、理想、同济和清华团队最新的工作— DriveAgent-R1 ! 自动驾驶Agent时代来临, 以混合思维 和主动感知推动基于VLM的自动驾驶发展 。如果您有相关工作需要分享,请在文末联系我们! 自动驾驶课程学习与 技术交流群加入 ,也欢迎添加小助理微信AIDriver005 >>自动驾驶前沿信息获取 → 自动驾驶之心知识星球 论文作者 | Weicheng Zheng等 编辑 | 自动驾驶之心 写在前面 & 笔者的个人理解 DriveAgent-R1 是一款为解决长时程、高层级行为决策挑战而设计的先进自动驾驶智能体。当前VLM在自动驾驶领域的潜力,因其短视的决策模式和被动的感知方 式而受到限制,尤其在复杂环境中可靠性不足。 为应对这些挑战,DriveAgent-R1 引入了两大核心创新: 因此,我们的核心任务是:赋能智能体进行长时程、高层级的行为决策,同时,当面临不确定性时,能像人类驾驶员一样主动地从环境中寻求关键信息。 上图生动展示了DriveAgent-R1在 ...
曹操出行涨超6% 股价创上市新高 机构看好公司有望提升市占率
Zhi Tong Cai Jing· 2025-08-01 06:40
Core Viewpoint - Caocao Travel (02643) has seen its stock price rise over 6%, reaching a new high of 44.95 HKD, with a trading volume of 42.58 million HKD [1] Group 1: Company Overview - Caocao Travel is a ride-hailing platform incubated by Geely Group, having obtained ride-hailing operation licenses by the end of 2016 [1] - As of December 2024, the company's services will cover 136 cities nationwide [1] - In 2022, the company launched a smart electric custom vehicle, deploying over 34,000 custom vehicles across 31 cities [1] Group 2: Future Developments - In February 2025, Caocao Travel will pilot Robotaxi services in Suzhou and Hangzhou [1] - The company is currently collaborating with Geely Group to develop L4-level Robotaxi custom vehicles, expected to launch by the end of 2026 [1] Group 3: Market Potential - According to a report from CITIC Securities, as the company expands into more cities and increases orders from platforms like maps and local services, it is expected to enhance its market share [1] - The backing of Geely Automotive and active expansion into autonomous driving technology positions the company to benefit from the manufacturing capabilities of leading automotive firms and the growth potential from large-scale commercial operations of Robotaxi [1]
港股异动 | 曹操出行(02643)涨超6% 股价创上市新高 机构看好公司有望提升市占率
智通财经网· 2025-08-01 06:37
Core Viewpoint - Caocao Travel (02643) has seen a significant increase in stock price, rising over 6% to reach a new high of 44.95 HKD, indicating strong market interest and potential growth in the ride-hailing sector [1] Company Overview - Caocao Travel is a ride-hailing platform incubated by Geely Group, having obtained its operating license by the end of 2016 and currently covering 136 cities in China as of December 2024 [1] - The company launched a smart electric custom vehicle in 2022, with over 34,000 units deployed across 31 cities [1] - A pilot Robotaxi service is set to launch in Suzhou and Hangzhou in February 2025, with plans to develop L4 level Robotaxi vehicles in collaboration with Geely Group, expected to be released by the end of 2026 [1] Market Potential - According to a report from CITIC Construction Investment Securities, as the company expands into more cities and increases orders from aggregation platforms like maps and local services, it is expected to enhance its market share [1] - The collaboration with Geely Group in advancing autonomous driving technology positions the company to benefit from the manufacturing capabilities of leading automotive firms and the potential for large-scale commercialization of Robotaxi services [1]
广州开发区强化资本支持,100%容亏率刷新国资基金“天花板”
Sou Hu Cai Jing· 2025-08-01 04:56
Core Viewpoint - The article discusses the recent policies introduced by the Guangzhou Development Zone (Huangpu District) aimed at enhancing financial services to support high-quality development of the real economy and technological innovation, with a focus on flexible investment mechanisms and risk tolerance [1][3]. Group 1: Policy Measures - The newly introduced measures include a total of 50 billion yuan for a technology innovation and entrepreneurship investment mother fund, which will leverage social capital to focus on strategic emerging industries [3]. - The policy framework consists of a "12345" modern financial investment service system, which includes one policy system, two major cultivation projects, three service mechanisms, four service carriers, and five activity brands [1]. - The risk tolerance mechanism allows for significant losses in seed and angel investments, with up to 100% loss permitted for individual projects, marking a shift in the approach of state-owned funds [3][4]. Group 2: Financial Support and Investment - The new policies provide substantial financial support for licensed financial institutions and venture capital firms, with incentives up to 2 million yuan for headquarters and 100,000 yuan for investments in early-stage technology companies [8]. - The Guangzhou Development Zone has over 900 venture capital institutions with a total scale exceeding 270 billion yuan, indicating a robust investment landscape [8]. - Knowledge property rights are emphasized as a key focus area, with policies encouraging companies to use intellectual property as collateral for financing, thus addressing funding challenges for startups [9][11]. Group 3: Economic Impact - The Huangpu District has seen significant growth in its industrial output, with the automotive industry generating 62.36 billion yuan in value, reflecting an 8.7% increase, and the integrated circuit industry growing by 17.1% [13]. - The district's GDP reached 206.91 billion yuan, with a year-on-year growth of 4.0%, surpassing the city's growth rate of 3.8% [13].
马斯克最怕的事发生:中国无人出租车定价比特斯拉便宜47%
Sou Hu Cai Jing· 2025-08-01 04:41
近日,上海向8家企业发放智能网联汽车示范运营证,小马智行作为获证企业之一,正式推出主驾无人的Robotaxi服务。这一进展不禁让人联想到 特斯拉在全球范围内推进的无人驾驶出租车计划。两者虽同属自动驾驶领域,但在技术路线、商业模式和落地策略上存在显著差异。 落地挑战:政策适配与规模瓶颈 小马智行紧密配合中国政策法规,通过示范运营证逐步扩大测试范围,但初期受限于车辆数量,可能出现高峰时段运力不足的问题。特斯拉面临 更复杂的全球监管环境,其技术需适应不同国家的交通规则,且需解决激光雷达与非激光雷达路线的争议。值得注意的是,小马智行目前聚焦"无 人出租车"单一场景,而特斯拉试图将私人用车与共享出行整合进同一生态系统。 技术路线:渐进式与跨越式 总体来看,小马智行代表了中国自动驾驶企业务实落地的风格,而特斯拉则延续了"颠覆式创新"的基因。未来竞争或将演变为两种技术路线的长 期博弈,而用户体验与安全记录的积累将成为关键胜负手。 小马智行的Robotaxi采用L4级自动驾驶方案,其系统以"预判能力"为核心卖点,例如能识别行人横穿意图并提前减速,更接近于人类驾驶员的决 策逻辑。这种技术路径强调对复杂城市场景的精细化处理,适合 ...
中国“AI愚公”点亮泰国矿山,全球首个海外全流程无人矿卡项目落地
Zhong Guo Neng Yuan Wang· 2025-08-01 03:19
新华丝路北京7月30日电(许缘)烈日灼灼的泰国沙拉武里府,水泥矿区内热火朝天,重型矿卡往来穿梭。在这片看似"传统"的作业现场,一场科技革命正悄然展开——无人驾驶矿车精准穿行,远程操 控中心的数据大屏实时调度全局。这不是科幻大片,不是虚拟未来,而是2024年的现实。 2023年初,一个中国团队的到来为泰国这片矿区带来了"超现实"的改变。他们不是来"采矿"的,而是来"移山"的。这个"移山者",就是中国科学院自动化研究所自主研发的"愚公YUKON"平行矿山操作 系统。 项目合作方签订联合协议(中科院自动化所供图) 整装无人驾驶矿卡出海运往泰国(中科院自动化所供图) SCG国际总经理Jirapat Janjerdsak直言,"我们需要的不是简单的设备更新,而是能带来革命性变革的'智慧大脑'。中国的AI技术,让我们看到了实现'零伤亡、高效率、低排放'矿山的可能。" 跨国"大脑移植":六方联手、标准共建 合作的起点,始于泰国暹罗水泥集团(以下简称"SCG")的转型需求。作为泰国百年工业巨头,SCG在运营中饱受高风险、高成本、低效率的困扰。此时,来自中国的"智慧大脑"——"愚公YUKON"引 起了他们的关注。基于AI大模型 ...
英伟达回应被约谈;iPhone 17系列或将涨价丨科技风向标
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-01 02:38
Group 1: Microsoft Financial Performance - Microsoft shares opened up 8.2%, briefly surpassing a market capitalization of $4 trillion, making it the second company to achieve this milestone [2] - In Q2, Microsoft's commercial cloud revenue reached $46.7 billion, a 27% year-over-year increase [2] - The intelligent cloud segment generated $29.9 billion in revenue, up 26% year-over-year, with Azure and other cloud services revenue growing 39% when excluding currency effects [2] Group 2: OpenAI Developments - OpenAI's annualized revenue reached $12 billion in the first seven months of 2025, doubling from approximately $4 billion in 2024 [3] - The weekly active users of ChatGPT surpassed 700 million, a 40% increase from 500 million in March [3] - OpenAI announced its first AI data center project in Europe, Stargate Norway, with an initial power capacity of 230 MW and plans to expand to 290 MW [4] Group 3: Apple iPhone Pricing - Analysts predict that Apple will increase the price of the iPhone 17 series by $50 to offset rising component costs and tariffs [5] - All four models in the iPhone 17 series are expected to see a price increase, including the standard iPhone 17, iPhone 17 Air, iPhone 17 Pro, and iPhone 17 Pro Max [5] Group 4: Tesla Robotaxi Service - Tesla expanded its Robotaxi service to the San Francisco Bay Area, covering key cities like Berkeley and Oakland, although it still requires human drivers [6] - The service was first launched in Austin, Texas, and quickly expanded to more areas [6] Group 5: Arm's Strategic Shift - Arm announced plans to invest in developing its own chips, marking a significant shift from its traditional IP licensing model [11] - The CEO emphasized a focus on not just design but also potential manufacturing capabilities [11] Group 6: ByteDance Employment Data - ByteDance clarified that the median tenure of its employees is 2.9 years, with an average of 3.0 years, countering claims of an average tenure of 7 months [9] Group 7: New Product Launches - DJI launched its first panoramic camera, Osmo 360, priced starting at 2999 yuan, featuring 1-inch panoramic imaging and 8K video capabilities [18] - Anke Micro announced the release of its low-power lock control SoC chip, AK1037, designed for smart locks [12]
特斯拉Robotaxi上线加州:全程由人类驾驶
3 6 Ke· 2025-08-01 01:18
"除了奥斯汀,你现在可以在旧金山湾区叫一辆特斯拉,"马斯克在X上发帖称,但没有透露 其他细节。 根据特斯拉内部备忘录显示,在加州的网约车服务和在奥斯汀时一样,同样仅限受邀者使用。而不同的 是,加州的网约车服务并非无人驾驶,而是将在安全驾驶员的陪同下推出。 Robotaxi的应用更新也已经告诉用户,加州的网约车将由一名特斯拉安全员驾驶,只是驾驶过程中将使 用特斯拉FSD技术。 从目前社交媒体已经流出的视频来看,特斯拉在旧金山湾区的Robotaxi服务可以说完全不"Robo",因为 其行驶全程都必须依赖于人类司机。这与其在奥斯汀的Robotaxi试点表现大相径庭。 监管成为最大阻碍 特斯拉在加州旧金山湾区推出网约车服务,但与在奥斯汀的自动驾驶出租车服务不同,加州 的网约车服务需要人类司机驾驶。 自在德克萨斯州奥斯汀正式推出自动驾驶出租车Robotaxi服务一个月后,特斯拉又将其网约车服务拓展 到加州——不过,这次并非"自动驾驶"出租车服务了,因为这次的汽车驾驶座上坐着司机。 特斯拉在加州推出叫车服务 美东时间周四凌晨,特斯拉CEO马斯克宣布,特斯拉已经在加州旧金山湾区推出了叫车服务——但值得 注意的是,他并未明确 ...