Core Viewpoint - ByteDance is reportedly not pursuing any plans to manufacture cars, despite rumors suggesting otherwise. The company emphasizes its focus on providing AI solutions for the automotive industry through its Volcano Engine platform [1][2]. Group 1: ByteDance's Automotive Strategy - ByteDance's Volcano Engine is actively collaborating with numerous automotive clients, providing an efficient algorithm training platform, but it does not have plans for autonomous driving business [2]. - Over 90% of mainstream automotive companies are partnering with Volcano Engine for AI innovations, covering various scenarios from smart cockpits to intelligent marketing and autonomous driving labeling [2]. Group 2: Collaborations and Innovations - The SAIC Roewe M7 DMH, launched in September 2022, features the Doubao Deep Thinking Model, enabling the vehicle to interpret vague user commands and understand true intentions through long-term memory capabilities [4]. - BYD has integrated the Doubao model with its DiLink system in just over four months, enhancing voice interaction, content recommendations, and travel services [4]. - Xiaomi is collaborating with Volcano Engine on multiple fronts, including stable foundational computing facilities and AI cloud-native acceleration solutions, which have significantly improved training stability and simulation efficiency [4]. Group 3: Recent Automotive Showcases - At the Guangzhou Auto Show in November, several models from brands like Mercedes-Benz, SAIC Audi, and Changan Mazda showcased their collaboration with Volcano Engine, featuring advanced human-machine interaction systems [5]. - The Mercedes-Benz electric CLA model, equipped with a new intelligent interaction system, has improved interaction efficiency by 50%, with a wake-up speed of 0.2 seconds and an end-to-end execution speed of just 0.8 seconds [5]. - The SAIC Audi E5 Sportback and Changan Mazda EZ60 also demonstrated enhanced capabilities in understanding user intent and executing commands through voice instructions, showcasing the integration of the Doubao model [5].

New-vehicle sales in 2025 rise barely above 1986: Four decades of structural stagnation, plunges, and partial recoveries. Total new-vehicle sales, as measured by deliveries to end users, rose by 2.4% in 2025 to 16.2 million vehicles, the highest since 2019, and just a hair above where sales had been in 1986 – four decades of structural stagnation, plunges, and partial recoveries. The two best years were 2000 and 2016, with 17.4 million and 17.5 million vehicles sold. In 2025, sales were 6.4% below the year ...

Group 1 - The core viewpoint of the article is that ByteDance has denied rumors of entering the automotive manufacturing sector, clarifying that there are no plans to produce cars [2] - Despite the denial of car manufacturing, ByteDance has already initiated its layout in the automotive intelligence sector, having signed a strategic cooperation memorandum with Mercedes-Benz in September last year [2] - The collaboration with Mercedes-Benz focuses on multiple core areas including smart cockpits, intelligent driving assistance, R&D in intelligence, digital marketing, and customer operations [2] Group 2 - This is not the first time rumors about ByteDance's involvement in car manufacturing have surfaced; similar rumors about "Doubao Cars" emerged in July last year, which were also quickly clarified as false [2] - Volcano Engine, a subsidiary of ByteDance, provides efficient algorithm training platforms for numerous automotive clients but does not have plans for intelligent driving business [2]

Core Viewpoint - ByteDance is in discussions with an unnamed automotive company to collaborate on vehicle manufacturing, although no further details or official responses have been released yet [1] Group 1 - The founder of Chefans, Sun Shaojun, confirmed the ongoing negotiations between ByteDance and a car manufacturer [1] - ByteDance previously collaborated with ZTE to launch the nubia M153 smartphone, which features the Doubao mobile assistant technology [1] - There are reports that ByteDance is also pursuing AI smartphone partnerships with hardware manufacturers such as Vivo, Lenovo, and Transsion [1]

Core Insights - The report highlights that in 2025, the company supported over 1.54 million families in their journeys, showcasing a significant user base and engagement [2][48]. Group 1: Driving Metrics - The total mileage driven by users reached 26.19 billion kilometers, equivalent to 655,000 laps around the Earth [6][51]. - The breakdown of driving distance includes 9.62 billion kilometers from fuel-driven vehicles and 16.57 billion kilometers from pure electric vehicles [6][51]. - The longest single vehicle mileage recorded was 188,000 kilometers [6][51]. Group 2: Advanced Driver Assistance - The total mileage covered using assisted driving features was 3.07 billion kilometers, with a total usage time of 37.29 million hours [9][53]. - The top three cities for assisted driving activation were Chengdu, Hangzhou, and another unspecified city [10][53]. - The system successfully avoided potential accidents 8.22 million times and extreme accidents 16,172 times [12][55]. Group 3: User Engagement with AI Features - The AI assistant was activated 2.52 billion times, with 170 million instances of commands issued without wake-up prompts [14][57]. - The most popular topics for AI interactions included automotive inquiries and health-related questions [14][57]. - The AI assistant also facilitated 1.95 million instances of parking fee payments through Alipay [14][57]. Group 4: In-Car Entertainment and Comfort - The total usage time for entertainment screens in the vehicle was 110 million hours, with significant time spent on watching shows and listening to music [60][61]. - The most popular movie among families was "Ne Zha," while the favorite song was "The Only" [60][61]. - The vehicle's features also included 1.7 billion hours of sofa usage while parked, indicating a focus on comfort [60][61]. Group 5: Charging Infrastructure - The company established 3,907 charging stations across 286 cities, with a total annual charging volume of 530 million kilowatt-hours [33][73]. - The average charging time for pure electric users at fast charging stations was 10.9 minutes [33][73]. - The charging network provided services for 19.53 million times to the company's users and 10.82 million times to users of other brands [33][73]. Group 6: Customer Service and Community Engagement - The company operated 548 retail centers and 171 delivery centers across 159 cities, providing extensive customer service [35][76]. - Roadside assistance was provided 101,000 times, with the longest rescue operation covering 1,482 kilometers [35][76]. - The community engagement included over 422,000 posts and 300 events throughout the year, fostering a strong user community [38][79].

当地时间1月5日晚，身穿标志性黑色皮夹克的黄仁勋站在拉斯维加斯CES 2026的舞台上，这位NVIDIA 掌门人正式发布了由六颗全新芯片组成的Rubin平台，宣布将在2026年下半年向合作伙伴供货。更重磅 的是代号"Alpamayo"的自动驾驶AI软件——黄仁勋称之为"机器人技术的ChatGPT时刻"。 关于自动驾驶的安全哲学，老黄也给出了他的答案："最好永远不要有人车交接。所以即使你不承诺 L4，也应该具有L4的能力。" 两天的CES之行，黄仁勋展现的不仅是NVIDIA的技术路线图，更是他对AI时代的宏大叙事：从芯片到 生态，从数据中心到机器人，从当下的几千亿到未来的百万亿。这场百万亿美元的技术革命，NVIDIA 显然不想缺席任何一个战场。 关于AI泡沫 问题：2025年10月你给出了一个当时令人震惊的数字，说未来四五个季度会卖出去大约5000亿美元的数 据中心。过去几天你一直在说需求非常强劲。我们应该期待更高的数字吗？ 黄仁勋：我希望不要定期更新这个数字。 但我要说的是，自那以后发生了许多新进展，应该会提高我们对这个数字的预期。去年我们有一些非常 激动人心的消息。我们一直是模型构建者、AI构建者的好伙伴。 ...

Acquisition Details - Mobileye Global Inc is acquiring Mentee Robotics for $900 million, which includes $612 million in cash and the remainder in Mobileye shares [2] - Mentee Robotics has raised over $40 million and was valued at $162 million in its latest financing round in March 2025 [2] - The acquisition has been approved by Intel, Mobileye's controlling shareholder, and was recommended by the Strategic Transactions Committee of independent directors [3][5] Financial Implications - Prof. Amnon Shashua will receive $341 million from the deal, while co-founder Prof. Shai Shalev-Shwartz will receive $118 million, both split between cash and shares [4] - Mobileye will maintain over $1 billion in cash after the transaction, despite a slight expected increase in operating expenses in 2026 by a low single-digit percentage [6] Strategic Importance - The acquisition positions Mobileye to lead in both autonomous driving and humanoid robotics, aligning with industry trends that emphasize the integration of physical AI models [9][10] - Mentee will operate as an independent unit within Mobileye, leveraging Mobileye's infrastructure to enhance software and AI hardware capabilities [6] Market Context - The deal is noted as the largest merger between an automotive company and a humanoid robotics firm, surpassing Hyundai's acquisition of Boston Dynamics in 2021 for $880 million [12] - The humanoid robotics market is gaining traction, with companies like Figure AI and Neura Robotics achieving high valuations, indicating a growing investor interest in this sector [11]

今早 8 点，雷军首次透露了新一代小米 SU7 的相关信息。他表示，新一代 SU7 的内外饰、安全、辅助驾驶、续航等方面均有较大升级。 新一代小米 SU7 的预售价从 22.99 万元起跳，Pro 版为 25.99 万元，Max 版则守在了 30.99 万元的位置。小米汽车称，新车计划在今年 4 月份正式上市。 这次，安全被放在了所有升级的首位。 新一代小米 SU7 用上了 2200MPa 的超强钢来构建「内嵌式防滚架」，并把全车气囊数补齐到了 9 个，增加了后排侧气囊，而且是全系标配。针对纯电车 最脆弱的底部，小米新增了 1500MPa 的防刮底横梁和底部「防弹涂层」的设计。 在智能化普及上，小米表现得很果断。激光雷达、700TOPS 的辅助驾驶算力以及全场景端到端辅助驾驶（Xiaomi HAD）现在成了全系标配，大概会给同 价位的竞争对手带来不小的压力。 可以发现，和上一代车型相比，小米 SU7 产品线的逻辑有了一些微妙的变化：标准版的基准线比之前高了不少，尤其是在辅助驾驶方面。 此外，得益于 752V 碳化硅高压平台的加入，标准版的 CLTC 续航里程来到了 720km。性能表现也有了进阶，全系换装了 ...

Rivian Automotive, Inc. (NASDAQ:RIVN) is one of the AI Stocks Making Waves on Wall Street. On January 2, Morgan Stanley analyst Andrew Percoco reiterated an Underweight rating on the stock with a $12.00 price target. The firm remains cautious on RIVN amid tech transition and policy shifts that are likely to challenge near-term demand. Morgan Stanley noted how Rivian has delivered 9,745 vehicles in 4Q25, which represents a 31% year-over-year decline. The figure is slightly above the firm’s estimate of 9,52 ...

Tesla, Inc. (NASDAQ:TSLA) is one of the AI Stocks Making Waves on Wall Street. On January 4, HSBC analyst Michael Tyndall reiterated a Reduce rating on the stock with a $131.00 price target. The rating affirmation follows Tesla’s fourth-quarter delivery results, with analysts flagging Q4 deliveries across key regions. Firm analysts noted how Tesla’s delivery of 418,000 vehicles in the fourth quarter were below Visible Alpha consensus by 3.7% and 5.2% below their own projections. The figures represent an ...