2月4日晚，长安汽车公告称，公司拟以10亿元20亿元回购股份。其中，计划回购A股不低于7亿元且不 超过14亿元；计划回购B股不低于3亿元且不超过6亿元。此次回购股份的用途为减少公司注册资本。 ...

陈亦伦在访谈中提及，2020 年其团队在华为启动端到端自动驾驶技术研发。当时华为自动驾驶系统代码量达 200 万行，虽可应对复杂城市路况，但维护成 本高企。 IT之家 2 月 4 日消息，华为前首席科学家、具身智能创业公司它石智航创始人陈亦伦上周接受了《晚点 LatePost》专访，披露了其在华为任职期间的技术突 破细节。 陈亦伦毕业于清华电子系，后在美国攻读博士，毕业后曾先后在大疆和华为任职，攻坚无人机和无人车。在此次采访中，陈亦伦爆出了猛料：自己在 2020 年主导华为 ADS 时就已经实现端到端自动驾驶技术突破，比特斯拉还要早。 公开资料显示，陈亦伦曾任华为车 BU 首席科学家，主导开发 ADS 1.0 智能驾驶系统，该系统曾应用于极狐阿尔法 S 等车型。 为解决该问题，他与团队尝试用神经网络替代传统规控代码，最终以 3 万行代码构建出可规划车辆轨迹的端到端网络。该方案采用"两段式"架构：感知与规 控环节各为独立端到端网络。 针对"是否受特斯拉技术启发"的提问，陈亦伦回应称 2020 年特斯拉尚未提出端到端方案，当时特斯拉聚焦于感知层的鸟瞰视角（BEV）技术。其团队攻坚 重点在于闭环 AI 的规控难题 ...

证券日报网讯2月4日，众捷汽车（301560）在互动平台回答投资者提问时表示，公司截至2025年12月31 日，公司股东户数为9698户。 ...

Group 1 - Tesla, Inc. is recognized as one of the 10 AI stocks analysts are monitoring, with Cantor Fitzgerald reiterating an "Overweight" rating, indicating confidence in Tesla's future as it transitions into autonomy, AI, and robotics [1][2] - The firm is optimistic about the potential of Tesla's humanoid robot, Optimus, while maintaining conservative initial modeling assumptions [2] - Analysts on Wall Street have a consensus "Buy" rating for Tesla, with an average price target of $480, suggesting a 13.8% upside, and a Street-high target of $600, indicating a potential upside of 42.24% [2] Group 2 - Tesla operates as an automotive and clean energy company, utilizing advanced artificial intelligence in its autonomous driving technology and robotics initiatives [4] - While Tesla is seen as a viable investment, there are opinions that other AI stocks may present greater upside potential with less downside risk [5]

【CNMO科技消息】2月4日，小米创办人，董事长兼CEO雷军发文称，新一代小米SU7亮相多地机场广 告大牌。如果大家在机场遇到，欢迎拍照分享。展车预计从2月13日起，陆续进店，首批将在北京、上 海、杭州、广州、深圳、成都、武汉的mall店进行展示。 新一代小米SU7 据CNMO了解，新一代小米SU7在硬件配置上实现了全面升级。首先，全系标配激光雷达和高算力芯 片，实现了辅助驾驶的"满配"落地。其次，在动力与续航方面，新一代SU7全系标配碳化硅高压平台。 其中，标准版和Pro版为752V，Max版为897V，最长续航达902km。 在智能化配置上，新一代SU7将搭载小米自研的HAD系统，实现了车机系统的极致流畅。同时，全系标 配的激光雷达和700TOPS算力的智能驾驶系统，为用户提供了更安全、更智能的驾驶体验。 内饰与安全性方面，新一代SU7部分细节全新设计的同时推出全新暗夜黑内饰配色。中控台实体按键数 量将会减少，内饰软包覆盖面积增大，氛围灯也将会采用三层环抱式全新设计，增加整体质感。全系升 级2200MPa小米超强钢内嵌式防滚架以及1500MPa防刮底横梁加底部防弹涂层。全系将标配9个安全气 囊，并新增2个 ...

格隆汇2月4日丨长安汽车(000625.SZ)公布，计划回购资金总额不低于人民币10亿元（含）且不超过人 民币20亿元（含）。其中，计划回购A股不低于人民币7亿元（含）且不超过人民币14亿元（含）；计 划回购B股不低于人民币3亿元（含）且不超过人民币6亿元（含）。回购价格上限不高于董事会审议通 过回购方案决议前30个交易日公司股票交易均价的150%。 ...

格隆汇2月4日丨长安汽车(000625.SZ)公布，计划回购资金总额不低于人民币10亿元（含）且不超过人 民币20亿元（含）。其中，计划回购A股不低于人民币7亿元（含）且不超过人民币14亿元（含）；计 划回购B股不低于人民币3亿元（含）且不超过人民币6亿元（含）。回购价格上限不高于董事会审议通 过回购方案决议前30个交易日公司股票交易均价的150%。 ...

以下文章来源于车东西 ，作者迩言 车东西 . 未来汽车看车东西！智能汽车产业专业新媒体车东西专注智能汽车产业创新，重点关注自动驾驶、智能 座舱、整车创新等；用专业视角，大众认知传播智能汽车新技术新体验。 来源丨车东西（ID： chedongxi） 作者 | 郭月 编辑 | 志豪 Waymo拿下全球自动驾驶领域史上最大一笔融资！ 2月3日，Waymo官宣完成了160亿美元（约合人民币1111亿元）的融资，公司投后估值达到1260 亿美元（约合人民币8753亿元）。 Waymo正在接送乘客 2025年，Waymo年订单量增长了超两倍，达到1500万次，迄今为止累计订单量已超过2000万次， 为2026年将在包括东京和伦敦在内的20多个城市开展网约车业务奠定了基础。 Waymo方面还表示，这笔资金注入将帮助其加快向前发展，当前重点是全球扩张，今年会将Waymo Driver带到全球更多城市。 Waymo官宣完成千亿融资 本次融资的投资方阵容庞大，除了母公司Alphabet（谷歌母公司）外，本轮融资由Dragoneer Investment Group、DST Global和Sequoia Capital领投，And ...

Investment Rating - The industry investment rating is "Outperform the Market" [6] Core Insights - The launch of the "Zhenwu 810E" AI chip by PingTouGe has enabled over 400 clients, including Xiaopeng Motors, showcasing a comprehensive self-research layout from top-tier chips to cloud and large models [1] - The collaboration between Xiaopeng Motors and Alibaba Cloud has established the largest autonomous driving computing center in China, significantly reducing the training time for autonomous driving models from 7 days to under 1 hour [2] - The Zhenwu 810E chip addresses critical needs in autonomous driving training with massive memory and strong interconnect capabilities, supporting large model training essential for advanced AI applications [4] Summary by Sections Industry Overview - The report highlights the rapid development of domestic autonomous driving computing capabilities, with a focus on the Zhenwu 810E chip's deployment in large-scale clusters [1][4] Market Data - The industry comprises 461 constituent stocks with a total market capitalization of 78,455 billion, a circulating market value of 40,598 billion, and an average price-to-earnings ratio of 61.45 [4] Performance Metrics - The absolute returns over 1 month, 3 months, and 12 months are 6%, 6%, and 57% respectively, indicating strong performance relative to the market [6]

Core Viewpoint - Geely Automobile and Ford Motor are in talks for a potential collaboration to share technology development and production costs, focusing on utilizing Ford's European factories for local market production [1][2]. Group 1: Collaboration Details - The discussions center around Geely using Ford's factory in Valencia, Spain, to produce vehicles for the European market [1]. - Both companies are also exploring the sharing of automotive technologies, including autonomous driving [1]. - Geely's executives recently met with Ford's leadership in Michigan, and Ford sent a delegation to China to further discussions, indicating ongoing negotiations for several months [2]. Group 2: Strategic Context - Geely aims to leverage Ford's European production capabilities to avoid the EU's high tariffs on Chinese electric vehicle imports, which could reach up to 37.6%, with Geely facing a 19.9% tariff [5]. - Other Chinese automakers, such as BYD and Leap Motor, are establishing production bases in Europe to mitigate similar tariff impacts [5]. - Geely has a history of collaboration with European brands, including partnerships with Renault, which have resulted in increased sales in non-European markets [5]. Group 3: Industry Dynamics - Ford's CEO, Jim Farley, has acknowledged the technological lead of Chinese automakers in electric vehicles and the importance of collaboration to mitigate risks in the industry [6][8]. - Ford has previously formed strategic partnerships with other companies, such as Renault, to develop new electric vehicle models [8]. - Recent collaborations between Ford and Chinese companies, including CATL, highlight the growing trend of partnerships in the automotive sector [8]. Group 4: Regulatory Environment - There are uncertainties for Chinese automakers in collaborating with U.S. companies due to regulatory restrictions imposed by the Biden administration, which have limited access to the U.S. market [9]. - Concerns have been raised by U.S. lawmakers regarding the security risks associated with Chinese automotive technology, which could impact future collaborations [9]. - Despite these challenges, there are indications that potential partnerships may still be welcomed if they bring investment and job opportunities to the U.S. [11].