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小米SU7 Ultra量产版正在挑战纽北赛道
news flash· 2025-05-08 02:22
小米SU7 Ultra量产版正在挑战纽北赛道 金十数据5月8日讯,小米集团董事长兼CEO雷军发文透露,小米 SU7 Ultra量产版正在挑战纽北赛道。 ...
雷军称小米SU7 Ultra量产版正在挑战纽北赛道
news flash· 2025-05-08 02:21
5月8日,雷军发文透露,小米SU7Ultra量产版正在挑战纽北赛道。(智通财经) ...
130多天后再谈AI!李想透露实现VLA的三个阶段,回应“智驾”是否该叫停
Mei Ri Jing Ji Xin Wen· 2025-05-08 02:01
Group 1 - The core idea presented by Li Xiang is that the true breakthrough of artificial intelligence (AI) will occur when it becomes a production tool, similar to how humans employ drivers [2][6] - Li Xiang emphasizes that the VLA (Vision-Language-Action) model developed by the company represents a significant advancement in AI, allowing for natural language communication with the driver agent and improved decision-making capabilities [2][3] - The VLA model is described as a combination of end-to-end and visual language models, enabling better handling of complex traffic scenarios compared to previous models [3][4] Group 2 - The evolution of the VLA model is outlined in three stages: starting from rule-based algorithms, progressing to end-to-end + VLM, and finally reaching the VLA stage, which aims to emulate human intelligence [4][6] - Li Xiang asserts that the VLA model is currently the most capable architecture, although its implementation poses significant challenges due to the increased complexity and hardware requirements [6][7] - The industry consensus indicates that the VLA model could serve as a critical bridge in the transition from L2 driver assistance to L4 autonomous driving, highlighting its potential impact on the future of intelligent driving [6]
中国首份AI汽车产品报告:智能辅助驾驶五星标准来了
3 6 Ke· 2025-05-07 08:01
智能辅助驾驶退热了? 上海车展落幕,一直悬而未决的问题,有了明确的否定答案: 智能辅助驾驶仍然是车企的必争之地,这是当前竞争最激烈、变化最剧烈、用户感知最强烈的模块,因此,当下谈论AI汽车的产品力,最具代表性的就 是看智能辅助驾驶的体验和能力。 多种多样的体验和能力,呼唤着新的分级标准,用户在购车时也想有更清晰的参考,还有了产品力之外的隐忧,影响着购车决策。AI汽车产品现状如 何,呈现出什么趋势? 季度新品有什么特点,谁是其中的代表者? AI汽车时代买车,不只要关注产品本身? 基于一季度上市和交付的AI汽车,智能车参考联合量子位智库发布《中国AI汽车产品报告2025 Q1》,从中梳理当前AI汽车产品现状,共同探讨新的趋势 和背后原理。 梳理后发现,当前行业已经进入产品体验为核心的新阶段,用产品的表达比技术的术语更直观,结合现状对齐传统,可以用新的标准衡量当前AI汽车产 品能力: 星级。 AI汽车产品现状:技术体验上限已至,全民普及加速到来 一方面,头部玩家陆续落地「车位到车位」,贯通了行车与泊车全场景,产品体验已触及天花板,接下来的革新集中在权责划分。 另一方面,数据驱动的端到端范式已成为行业共识,软件算法已 ...
长江证券王鹤涛: 中国资产吸引力不减 科技突破重构定价逻辑
Zheng Quan Shi Bao· 2025-05-06 17:53
重估的主要驱动因素 长江证券研究所所长王鹤涛 "本轮资产重估本质上是全球资本对中国科技突破、产业升级与宏观预期改善的再定价,其广度和持续 性将取决于技术落地、业绩验证与政策协同的深度共振。"长江证券研究所所长王鹤涛接受证券时报记 者专访时表示。 王鹤涛认为,随着人工智能(AI)技术从"预期驱动"转向"业绩驱动",市场的主导逻辑将经历从"故 事"到"验证"的质变。在此过程中,能将研发投入转化为技术壁垒和现金流的企业,将成为重估浪潮的 最终赢家。对投资者而言,这既是一个需要警惕短期过热的风险期,更是一个不能错过的产业趋势布局 窗口。 中国资产重估的内涵 王鹤涛表示,当前市场热议的中国资产重估,核心是全球投资者重新评估中国资产价值背景下,由中国 科技力量崛起所驱动的估值提升过程。这主要体现了市场对中国相关资产,尤其是科技股未来增长潜力 与内在价值的更高预期,并伴随着市场信心的逐步恢复。 他分析,从具体逻辑来看,第一,AI产业的驱动力是关键因素之一。国产AI技术进步,尤其在应用层 面展现的潜力,促使市场重新评估中国科技公司的创新能力与发展前景,推动部分科技股从"价值 股"向"成长股"叙事转变。第二,市场叙事出现切换, ...
1Q25预览关注AI、汽车等新动能
HTSC· 2025-05-06 01:25
证券研究报告 小米集团-W (1810 HK) 港股通 1Q25 预览:关注 AI、汽车等新动能 | 华泰研究 | | | 动态点评 | | --- | --- | --- | --- | | 2025 年 | 5 月 | 02 日│中国香港 | 消费电子 | 我们预计小米 1Q25 收入同比增长 44%,毛利率环比提升 0.9pp,归属于母 公司净利润同比增长 47%。其中包含手机,IoT 和互联网业务在内的原有主 业收入同比增长 20%,汽车业务实现 182 亿收入,环比增长 9%。后续关注 公司业务三大影响因素:1)汽车。近期公司处于宣传真空期,未来随着宣 传正常化以及 YU7 发布,周度订单量或企稳;2)关税。关税直接影响有限, 关注苹果业绩会对于关税应对措施的表述;3)AI。4/30 小米开源首个推理 大模型,看好公司模型能力增厚"人车家"全品类生态协同效应。展望全年, 看好 SUV 推动收入快速增长,手机毛利率回升、汽车减亏叠加大家电业务 扩张或推动全年 Non-GAAP 利润 52%增长。维持公司目标价 71.2 港币, 包含手机 xAIoT(44 港币),汽车(27.2 港币)。维持"买入"。 ...
十大机构看后市:交易事实而非预期 以我为主、以内为主
Xin Lang Zheng Quan· 2025-05-05 12:45
Group 1 - The market is expected to continue showing a warming risk appetite and thematic rotation, focusing on low institutional holdings and trading opportunities [2] - The overall market is currently in a narrow fluctuation range, and investors are advised to adopt a low-buy high-sell strategy within this range [3] - Domestic policies are entering an observation period, with a focus on internal demand and technology sectors as key investment themes [4] Group 2 - The appreciation of the RMB is expected to boost "Chinese assets," with AI+ becoming a significant investment theme in May [5] - Consumption and technology are both seen as growth directions, with a preference for technology investments due to their relative low position [6] - Defensive strategies are recommended, with a focus on bonds and dividend assets, as well as potential opportunities in safe-haven assets like gold and military [7] Group 3 - The consumption data during the May Day holiday showed significant recovery, driven by extended holiday time and favorable policies [10] - The market outlook for May suggests a continuation of the fluctuation pattern, with an emphasis on independent industry trends and policy expectations [10]
雷军,职务变动!
Sou Hu Cai Jing· 2025-05-05 09:47
Group 1 - Lei Jun has transitioned from Executive Director to Director of Xiaomi Home Business Co., indicating a shift from daily operations to strategic oversight [1][5] - The company was established in June 2017 with a registered capital of 100 million RMB, fully owned by Xiaomi Communications Technology Co., Ltd. [1] - The business scope has been expanded to include sales of smart home consumer devices and hair accessories [1] Group 2 - Lei Jun's withdrawal from executive roles in various subsidiaries suggests a broader trend of stepping back from day-to-day management [5][7] - The public's sensitivity to Lei Jun's exit from Xiaomi reflects his deep association with the brand, as noted by industry peers [8] - Recent changes in the naming of Xiaomi's driving assistance features following a serious accident highlight the company's response to safety concerns in smart driving technology [10][12]
哪吒汽车App被曝断网!官网已无法访问;马斯克更改网名;小米汽车定购页智驾更名辅助驾驶丨邦早报
创业邦· 2025-05-05 01:12
【马斯克更改网名】 Grok上线语音模式,为了配合Grok更新,马斯克也更改X昵称为"groklon rust",头像也进行了修改。(新浪财 经) 【小米汽车定购页智驾更名辅助驾驶】 小米汽车近日调整了SU7新车定购页面中的措辞,将"智驾"更名为"辅助驾驶"。(搜狐) | SU7 | | | ¥ 215,900起 | | --- | --- | --- | --- | | 5.28s | 百公里加速 | 700km 频航里程(CLTC) | Xiaomi Pilot Pro 小米辅助驾驶Pro | | 220kW单电机后驱 | . | | | | 前双叉臂&后五连杆独立 裂 | . | | | | . | 小米澎湃者能座舱,骁龙(295智能座舱芯片 | | | | 高品质 10扬声器 | . | | | | SU7 Pro | | | ¥ 245,900起 | | 5.7s | | 830km | Xiaomi HAD | | 百公里加速 | | 纯航里程(CLTC) | 小米瑞到微和智能 | | SU7 Max | | | ¥ 299,900起 | | 百公里加速 | 2.78s | 800km 纯航里程( ...
从利率1时代看港股净流入:全民“哑铃”时代开启
Jin Rong Jie· 2025-04-30 05:42
被高盛的最新数据惊到了—— 其最新发布的全球资金流向报告显示,在3月27日至4月23日的一个月内,全球股票基金获得680.79亿美 元净流入,新兴市场基金获得271.4亿美元净流入,其中90%都流入了中国市场。 相当于中国股票基金获得246.86亿美元净流入,资金流入额远超韩国、印度、巴西等其他新兴市场。 并且从外资加仓的核心标的来看,主要聚焦于腾讯、阿里等盈利能力强劲的港股科技龙头,相关场内 ETF也获得资金大幅加仓,$港股科技50ETF(SZ159750)$年内份额增长超300%。 不仅如此,香橼创始人安德鲁·莱福特也透露自己正通过投资iShares中国大盘ETF押注A股,并直言中国 被超卖太久。 这种极致分化的行情,让越来越多人盯上了"科技+红利"的哑铃策略——左手握住科技成长的β,右手锁 定红利分红的α,港股"哑铃策略"已经是资金共识。 在外资长线押注与内资避险需求共振下,港股科技50ETF与港股红利低波ETF的组合,或将定义2025年 的投资胜负手。 港股科技50ETF(159750)权重股涵盖了互联网、半导体、智能汽车三大黄金赛道,腾讯、阿里、小米占 了近35%权重,既能吃到AI大模型的红利,又能 ...