去年12月，马斯克与特斯拉的AI总监称正在测试一台没有安全员的Robotaxi自动驾驶出租车。马斯克随 后称此次试乘为"完美驾驶"。 去年年中，特斯拉在美国得克萨斯州奥斯汀正式启动Robotaxi服务，使用的是配备其"完全自动驾驶"软 件版本的Model Y运动型多用途车。早期运营区域受到地理限制，并且在乘客座位上配备了一名安全 员。 近日，特斯拉首辆赛博无人驾驶电动车Tesla Cybercab在美国得州超级工厂正式下线。 据悉，特斯拉Cybercab电动车是首款专为特斯拉无人驾驶出租车服务（Robotaxi）设计的运营车辆，无 方向盘、无踏板、无后视镜。马斯克于当地时间2月16日表示，Cybercab将于4月开始生产。 ...

公开资料显示，该车型为两座纯电自动驾驶车辆，取消方向盘与踏板，完全依赖自动驾驶系统运行，被 定位为Robotaxi网络核心终端。 平完成商业部署 （原标题：方向盘消失之后：特斯拉Robotaxi真要来了） 在安全数据层面，特斯拉披露的统计显示，在监督模式下运行FSD的车辆发生重大碰撞与轻微碰撞前的 平均行驶里程均显著高于人工驾驶水平。其中重大碰撞平均间隔里程约为530万英里，明显高于人工驾 驶平均水平；轻微碰撞平均间隔里程约160万英里，同样远超行业均值。该数据被视为公司推进自动驾 驶商业化的重要技术背书。 2026年2月18日，特斯拉在官方社交平台确认，首辆专为无人出租场景打造的Cybercab已在美国得州超 级工厂正式下线。这标志着其自动驾驶商业化战略从概念验证与测试阶段，进入实车落地阶段。 Cybercab的推出意味着特斯拉自动驾驶战略进入关键执行阶段。公司计划于2026年4月启动规模化生 产，并推动Robotaxi网络逐步落地。此前特斯拉已在美国部分城市开展自动驾驶运营试点，测试商业化 模式与调度体系。马斯克曾表示，在获得监管批准的前提下，未来完全自动驾驶车辆有望覆盖美国相当 比例区域。 整体来看，首 ...

Group 1 - The overall performance of the automotive market in Q1 2026 is relatively flat due to seasonal factors and prior consumption overextension, despite the support from the "trade-in" policy [1] - In January 2026, the retail volume of passenger vehicles in mainland China was 1.544 million units, a year-on-year decline of 13.9%, with domestic brands experiencing a 18% drop in retail volume [1] - The market share of domestic brands decreased by 3.5 percentage points to 57.5%, while joint venture brands performed better with a retail volume of 470,000 units, only a slight decline of 4% [1] Group 2 - The penetration rate of new energy vehicles (NEVs) significantly dropped to 38.6% in January, with NEV retail sales at 596,000 units, a year-on-year decline of 20% [2] - The penetration rate for domestic brand NEVs was 61.7%, down 19.2 percentage points, while luxury brands fell to 16.1%, a decrease of 23 percentage points [2] - The market share of new car manufacturers increased by 7.7 percentage points to 31.2% [2] Group 3 - The export of passenger vehicles continued to show strong momentum, with a total of 576,000 units exported in January, a year-on-year increase of 52% [3] - Domestic brands remain the main force in exports, with 476,000 units exported, a growth of 49%, while joint venture and luxury brands exported 100,000 units, achieving a growth rate of 65% [3] - The export of new energy passenger vehicles reached 286,000 units, a year-on-year increase of 103.6%, accounting for 49.6% of total exports, an increase of 12.5 percentage points [3]

据特斯拉方面介绍，Grok人工智能服务具备依托实时信息解答各类问题的能力，同时还可实现导航目 的地的添加与编辑功能，能够为特斯拉车主提供个性化的出行向导服务，进一步丰富车载智能体验。 特斯拉此次为欧洲市场的车型导入全新人工智能服务，被业内认为是其丰富用户体验、发力欧洲市场的 重要举措，或对其在当地的市场表现带来积极影响。不过需要注意的是，当前xAI Grok因存在生成不雅 内容的问题，正在全球范围内引发舆论争议，欧盟也已针对该人工智能服务启动深度调查，其后续在欧 洲市场的落地与运营效果仍有待观察。（纯钧） 来源：环球网 【环球网科技综合报道】2月20日消息，据CNBC报道，近日，特斯拉欧洲、中东和非洲（EMEA）区 域官方X账户发布消息，由其关联企业xAI开发的Grok人工智能服务即将登陆欧洲市场，首批将率先在 英国、爱尔兰、德国、瑞士、奥地利、意大利、法国、葡萄牙、西班牙9个国家的特斯拉电动汽车上推 出。 ...

Group 1 - Institutional investors have been actively visiting nearly 70 listed companies since February 9, with a focus on industries such as machinery, automotive, and basic chemicals [1][7] - Key topics of inquiry include the pricing logic of dyes and memory products, as well as domestic and international capacity layout planning [1][7] - Foreign institutions like BNP Paribas and TX Capital are also involved in company research, focusing on the globalization of capacity and long-term growth logic in wind energy and PCB sectors [1][7] Group 2 - Recent fluctuations in prices of raw materials, chemicals, and electronic components have led institutions to question the reasons for price increases, their sustainability, and companies' response strategies [2][8] - Baichuan Co. reported that due to tight TMP supply and rising prices, many companies have decided to halt or reduce production, leading to market supply constraints [2][8] - The dye sector has also seen price increases, with Zhejiang Longsheng announcing a price hike of 5000 yuan per ton for certain dye products due to rising costs of raw materials [2][8] Group 3 - The pace of capacity release among listed companies has become another major focus for institutions [9] - Fule New Materials is accelerating the commercialization of flexible sensors, with plans to complete a formal production line by the first quarter of 2025, aiming for an annual capacity exceeding 10,000 units [10] - Chongde Technology is optimizing production processes to steadily increase capacity utilization, while Hars's Thai production capacity is progressing as planned, expected to meet its target by the end of 2026 [10] Group 4 - Foreign institutions have shown increased interest in A-share listed companies, with firms like Bank of America and Citigroup participating in research activities [11] - Tianshun Wind Power has been a popular subject of inquiry, with foreign investors asking about its 2026 shipment volume and capacity situation [11] - The company anticipates a surge in domestic offshore wind project tenders and construction, particularly in Guangdong, which will drive market demand [11] Group 5 - The PCB sector has gained attention, with Okoyi, a supplier of PCB drill rods, being closely monitored by foreign institutions [12] - The company has developed capabilities in ultra-fine nano hard alloy materials and currently has a production capacity of 1,300 tons of rod material [12] - Recent reports from foreign institutions are optimistic about the Chinese stock market, particularly in sectors like AI-enabled smart manufacturing, high-end equipment localization, and the trend of going global [12]

大家好，今天犀哥这篇文章，主要来聊聊都2026年了，法国竟然逼中国和欧盟签署《新广场协议》？法 国人为什么这么做？ 法国的"空想"报告 这份报告值得关注，因其智库背景特殊：它是为法国政府服务的高级机构，建议能直接传至爱丽舍宫、 被高层参考。 这份报告从头到尾都是空想，核心原因是它未看清当下世界格局，错把中国当作当年的日本、法国当作 当年的美国，既忽视欧盟内部分歧，也无视全球化规矩，最终只能纸上谈兵、无法落地。 要读懂其荒唐，需先回顾1985年《广场协议》，当年美国深陷巨额贸易赤字，召集日本、西德等国签署 协议，强行推动日元、马克兑美元升值。 彼时日本在安全和经济上高度依赖美国，无自主话语权，只能被动妥协，最终日元飙升导致日本出口崩 盘、资产泡沫破裂，陷入"失落的40年"至今未复苏，如今法国智库想复制这一模式，却忘了关键：时代 已变，中国绝非当年被动听话的日本。 两者的核心差距的是主权与实力。当年日本相当于美国在亚洲的"小弟"，外交、安全皆看美国脸色，面 对不合理要求无力拒绝。 而中国是拥有完整独立主权、具备全球打击能力的核大国，更是全球唯一拥有完整工业体系的国家。 2月9号，法国"高等战略与规划委员会"通过《 ...

关注自动驾驶技术的人，都会知道，目前这条道路有两个较为典型的方案。 但后来，随着中国企业发力，如今激光雷达已经只有几百块一个了，按道理来讲，成本已经不是问题了，但是特斯拉依然还是不使用激光雷达，只使用摄像 头。 哪怕现在绝大多数人都觉得，使用激光雷达+摄像头这种多传感器方案，才是最好的，因为激光雷达可以判断距离，在黑暗的环境之下，也能视物，更好的 发现障碍物。那么摄像头+激光雷达是 "双保险" ，两者结合后，可以构建出冗余、多层级的环境感知体系。 但马斯克没有依然改变自己的想法，那么他为何这么固执呢，原因在于马斯克认为，多传感器的数据，会形成冲突，从而带来风险的上升。 一个方案是像特斯拉一样，只采用摄像头，不使用激光雷达，甚至毫米波雷达等都取消掉了，全部采用视觉。 一个方案则是激光雷达+摄像头的多传感器融合方案，这个方案主要是国产车企们在使用，比如小米、理想、问界等等。 马斯克肯定是坚定的视觉方案坚持者，他甚至称，只有傻子才用激光雷达。 为什么马斯克会这么说呢，其实主要原因是之前激光雷达太贵了，动不动就是上千美元，这样的成本转嫁给消费者，肯定是不合适的，而摄像头只有10美元 一个，低太多了。 所以他认为，要用 ...

Market Overview - The Hang Seng Index and Hang Seng Tech Index opened lower, with the Hang Seng Index dropping by 1.31% at one point and currently down by 0.68% [1] - The Hang Seng Tech Index saw a decline of 2.7% at its lowest, now down by 2.02% [1] Hang Seng Tech Index Details - The Hang Seng Tech Index opened at 5330.61, with a current value of 5259.18, reflecting a decrease of 108.34 points or 2.02% [2] - The trading volume for the day is 2.2 billion, with a market capitalization rate of 21.7 [2] Hang Seng Index Details - The Hang Seng Index opened at 26657.84, currently at 26524.99, down by 180.95 points or 0.68% [3] - The trading volume is reported at 23.4 billion, with a market capitalization rate of 12.1 [3] Notable Stock Movements - Hai Zhi Technology Group (2706.HK) surged by 19.25%, while MINIMAX-WP (0100.HK) increased by 11.63%, and Zhi Pu (2513.HK) rose by 18.31%, with a total market capitalization reaching 268 billion HKD [3] - Victory Securities (8540.HK) saw a rise of 13.12% following the approval of its virtual asset trading platform [7][8] - Bitcoin-related stocks, such as Xing Tai Chain Group (0399.HK), increased by 46.67% amid news of upcoming stablecoin licenses in Hong Kong [8] Declines in Tech Stocks - Major tech stocks experienced declines, with Kingdee International and Baidu Group dropping over 5%, and Alibaba and Bilibili falling over 4% [10] - Other notable declines include Netease down by 3.95%, and Tencent Holdings down by 2.25% [10][11] Gains in Other Sectors - Midea Group, Horizon Robotics, and SenseTime saw increases, with Midea Group rising by 1.47% [12]

Market Overview - The Hang Seng Index and Hang Seng Tech Index opened lower, with the Hang Seng Index dropping by 1.31% at one point and currently down by 0.68% [1] - The Hang Seng Index is currently at 26,524.99, with a trading volume of 4.29 billion and a market capitalization of 429 billion [2] Stock Performance - AI application stocks in Hong Kong showed strong performance, with Haizhi Technology Group (2706.HK) rising by 19.25%, MINIMAX-WP (0100.HK) increasing by 11.63%, and Zhipu (2513.HK) up by 18.31%, bringing their market capitalization to 268 billion HKD [1] - Victory Securities (8540.HK) saw a rise of 13.12% following the approval of its virtual asset trading platform VDX by the Hong Kong Securities and Futures Commission [6] - Bitcoin-related stocks also performed well, with Star Chain Group (0399.HK) surging by 46.67% after news of the issuance of stablecoin licenses in Hong Kong [6] Declines in Tech Stocks - Many tech stocks experienced declines, with notable drops including Kingdee International and Baidu Group falling over 5%, Alibaba and Bilibili down over 4%, and Netease down by 3.95% [8] - Other companies such as Tencent Music, Meituan, and JD Group also saw declines of over 3% [8][9][10] Notable Gainers - Midea Group, Horizon Robotics, and SenseTime recorded gains, with Midea Group increasing by 1.47% [11]

Market Performance - On February 19, US stock indices closed lower, with the Dow Jones down 0.54% at 49,395.16 points, the S&P 500 down 0.28% at 6,861.89 points, and the Nasdaq down 0.31% at 22,682.73 points [3] - The large-cap tech stocks showed mixed performance, with the Wind US Tech Seven Giants Index declining by 0.29%. Apple fell over 1%, while Google, Microsoft, and Nvidia experienced slight declines; Meta, Tesla, and Amazon saw slight increases [5][6] - The Nasdaq China Golden Dragon Index fell by 0.35%, with notable declines in stocks like Huya, JinkoSolar, Yum China, and Qifu Technology, while Hesai Technology, Huazhu Group, and Pony.ai saw gains [8][9] Commodity Market - International precious metals prices generally rose, with COMEX gold futures up 0.12% at $5,015.50 per ounce and London gold up 0.49% at $5,000.22 per ounce. COMEX silver futures increased by 1.09% to $78.44 per ounce, and London silver rose by 1.74% to $78.549 per ounce [11][12] - Oil prices also increased, with light crude oil futures for March delivery rising by $1.24 to $66.43 per barrel (up 1.9%), and Brent crude oil for April delivery increasing by $1.31 to $71.66 per barrel (up 1.86%) [12] Trade Deficit - The US Commerce Department reported a record merchandise trade deficit of $1,240.9 billion for 2025, an increase of $25.5 billion or 2.1% from the previous year. Total exports and imports were $2,197.5 billion and $3,438.4 billion, respectively [14] - The trade deficit with the EU decreased by $17.1 billion to $218.8 billion, while deficits with Mexico and Vietnam increased by $25.4 billion and $54.7 billion, respectively [14] - The December 2025 merchandise and services trade deficit was $70.3 billion, a month-on-month increase of $17.3 billion or 32.6%, marking the second consecutive month of significant increase [15]