Core Insights - Faraday Future is set to provide comprehensive updates on its FX Super One roadmap, including production, sales, delivery, service, and capacity ramp-up details starting in 2026 [3] - The company will announce an upgrade to its bridge strategy, transitioning to the EAI industry bridge, along with a preview of new product categories and an update on its 5-year business plan execution roadmap [3] - The presentation will include a Q&A session, allowing stakeholders to engage directly with company leadership [3][4] Company Leadership - The presentation features key members of the Faraday Future leadership team, including Matthias Aydt, Global Co-CEO, and Max Ma, Global CEO [4]

Core Insights - Ford is set to launch an AI assistant through its mobile app in the first half of the year, designed to provide personalized support to drivers [1] - The AI assistant will be integrated into vehicles by 2027, with a focus on utilizing existing large language models (LLMs) rather than developing a proprietary one [2][3] Group 1: AI Assistant Features - The AI assistant is described as a "deep, personalized intelligence" that understands the specific vehicle and anticipates the driver's needs [1] - A demonstration revealed the assistant's capability to comprehend natural language commands, enhancing user interaction [4] Group 2: Competitive Landscape - Ford aims to differentiate itself by customizing available LLMs with vehicle-specific information, rather than competing directly with tech giants like Google or OpenAI [3] - Rivian has announced a similar AI initiative, planning to introduce a next-generation voice interface in early 2026 [3] Group 3: Industry Context - Ford's announcement coincided with significant developments in the auto industry showcased at the Consumer Electronics Show (CES) 2026, highlighting the growing focus on AI in automotive technology [4] - Other companies, such as Amazon-backed Zoox and Uber, are also advancing in the autonomous vehicle space, indicating a competitive environment for AI integration [5]

1月6日，零跑汽车公告称，通过一般授权以向一汽股权及金义高新发行新内资股方式融资，其中向一汽 股权发行74832245股(约0.7亿股)，募集约37.4亿人民币；向金义高新发行59964021股(约0.6亿股)，募集 约30.0亿人民币。以上合计募集资金约67.4亿人民币。 ...

随着L3级测试与法规的推进，高性能感知硬件的需求日益明确。速腾聚创的EM4系列超高线数数字化 激光雷达在极氪9X等车型上的量产应用，标志着超高线数数字化激光雷达正成为加速L3安全落地的感 知基石。 更高线数意味着更高的分辨率与更丰富的环境细节感知能力，这为L3级自动驾驶实现系统责任主体的 转换提供了关键的硬件支撑。 据杭州市经信局消息，极氪9X搭载的千里浩瀚H9系统已正式获得L3级自动驾驶道路测试牌照，该牌照 覆盖杭州全域超9200平方公里道路，据了解是目前国内覆盖面积最大的L3测试许可。此次突破的的重 要基础之一，是获得牌照的千里浩瀚H9系统标配了速腾聚创(02498)520线超视域数字化激光雷达。该产 品是目前业内唯一可实现量产的500线以上车载激光雷达。 ...

Core Insights - Faraday Future Intelligent Electric Inc. announced new business initiatives and updates during its first Stockholders' Day, outlining a five-year business execution strategy targeting cumulative production and sales of 400,000-500,000 vehicles, primarily driven by the FX Super One and future models [1][9][10] Business Strategy - The company introduced a three-phase delivery roadmap for the FX Super One, with initial deliveries starting in Q2 2026, focusing on FX Par partners, followed by industry leaders and B2B partners, and full-scale consumer market deliveries expected in Q4 2026 or Q1 2027 [4][5] - The five-year plan aims for positive operating cash flow within three years and gross margins of around 20% [11][12] Product Development - The FX Super One is expected to have a production ramp-up, with targets of approximately 250 units in 2026, scaling to about 250,000 units by 2030 [10][12] - The company plans to enter the Embodied AI Robotics market, aiming to be the first U.S. company to deliver humanoid robot products with a positive contribution margin [15][17] Market Focus - Key target markets for the FX Super One include the United States and the Middle East, with additional high-value markets under consideration [9] - The company has signed an agreement with Tesla for access to its Supercharger network, enhancing the after-sales and charging service infrastructure [8] Regulatory Progress - Regulatory and compliance certifications for the FX Super One are on schedule, with key component certifications nearing completion [7][12]

凤凰网科技讯1月8日，Faraday Future(纳斯达克代码：FFAI，简称FF)在拉斯维加斯举办股东日活动，首 次系统性阐述了其2026年规划，并首次对外披露FX Super One的关键里程碑，以及FF五年商业计划(BP) 的业务执行计划；并宣布正式推出具身智能机器人战略，由EAI汽车与EAI机器人"双轨驱动"的格局将 开启FF未来10年的全新增长曲线。 FF创始人、联席CEO贾跃亭介绍，FF5年目标产销40-50万台，力争3年时间通过Super One和FX4车型的 高质量量产交付，帮助公司达成经营性现金流为正的目标，且毛利率超过20%。同时，FF中美汽车产业 桥梁战略正式升级为FF全球EAI产业桥梁战略，宣布推出具身智能机器人战略，目标成为美国第一家交 付人形机器人产品的公司及头部AI机器人公司。 据了解，FF5年内产销目标40-50万台，主要来自于FX Super One，FX4和规划中的其它车型，覆盖美 国、中东及潜在的已经在洽谈中的其它高价值市场。其中，FX Super One峰值年产销目标为55000台， 并将在今年二季度将举行FX Super One的美国Final Launch。 FX ...

1月8日，记者从杭州市经信局获悉，搭载千里浩瀚H9方案的极氪9X近日已通过杭州市经信局、市公安 局、市交通运输局联合确认，获得杭州市全域9224平方公里（含超过1500公里双向高快速路）L3级 自动驾驶道路测试牌照。 该牌照获得主体是吉利汽车，是目前全国通行面积最大、里程最长的L3级自动驾驶测试牌照，将全面 接入杭州市超7000个路口的交通数据集，在杭州市全域范围开展全方位、多层次、广覆盖的自动驾驶 场景能力验证。 记者｜肖逸思 编辑 ｜瑜见 ...

消息面上，2025年12月31日，智驾大陆neueHCT完成近2亿美元融资。本次融资由云锋基金、达晨(达晨 财智、国晨创投)、混沌投资、碧鸿投资、宁波通商基金(甬宁高芯基金)等领先产业资本及市场化基金联 合投资，战略股东欧摩威集团(前大陆集团汽车子集团)与地平线机器人-W继续追加投资。这是继2025年 年初高瓴投资、中金保时捷、浙江金控参投的首轮市场化融资后，公司再获投资机构密集认可，彰显公 司技术实力与商业化潜力。 据介绍，依托核心技术积淀，neueHCT已构建 "繁星HCT Astra城区智能辅助驾驶 + 皓月HCT Luna高性 能ADAS方案" 产品矩阵，其中新一代繁星HCT Astra一段式端到端系统，以类人驾驶体验适配复杂城区 路况，将好用的城区辅助驾驶普惠到10万元级乘用车。2025年，公司已斩获超10款车型定点合作，商业 化落地效率凸显。同时，公司业已在海外市场获得商业化突破，在多个国家和地区开展产品落地验证， 推动智能辅助驾驶技术的全球化和普惠化。 智通财经APP获悉，地平线机器人-W(09660)涨近3%，截至发稿，涨2.14%，报9.56港元，成交额5.63亿 港元。 ...

New Street将特斯拉的目标价从520美元上调至600美元，维持"买入"评级。(格隆汇) ...

8 January 2026 | 8:08AM JST Equity Research Tina Hou +86(21)2401-8694 | tina.hou@goldmansachs.cn Goldman Sachs (China) Securities Company Limited China auto sales likely to decline yoy in 2026, leading to an accelerated export drive. Chinese BEVs are structurally more than 30% lower in cost (primarily due to batteries and eAxles), and we expect that Chinese-made BEVs will rapidly penetrate regions with low tariff levels. China effectively controls the BEV supply chain (holding 72-98% of the global market sh ...