例如，谷歌Waymo已在全美部署超过2500台无人车，周订单量突破45万，并加速更多城市落地。我国 也在多地先行先试，推动技术落地。目前萝卜快跑已落地全球22城，累计出行服务次数已超1700万。 此次萝卜快跑成功落地伦敦、进军全球右舵市场，并非简单的市场地域扩展，而是中国技术标准与运营 体系首次系统性对接全球主流的右舵交通环境，将有力证明中国无人驾驶技术方案具备应对全球多样化 交通环境的普适性与先进性。中国无人驾驶行业也迈出了从单一产品输出到与全球交通生态深度融合的 关键一步。 在技术上，中国无人车进入右舵市场不是技术模型的简单移植，而是需要深度融入目标市场的交通生 态、法规体系与文化环境，并深度参与当地无人驾驶安全标准的制定。通过"技术+标准"的出海模式， 中国无人驾驶企业正在从全球智能交通规则的"追随者"向"参与者"乃至"共同定义者"转变，共建全球出 行新生态。 当前，全球主要国家均在人工智能领域持续强化战略布局，加大资金投入，技术、产业、治理规则竞争 日趋激烈。近期，中国信通院发布的《自动驾驶战略与政策观察（2025年）》（以下简称《观察》）也 明确指出，全球自动驾驶发展已进入"快车道"，中美引领自动驾 ...

Group 1 - The article highlights significant announcements in the stock market, including "suspensions and resumption of trading, share buybacks, investment wins, acquisitions, performance reports, unlocks, and high transfers" [1] - Important announcements are marked in red to assist investors in identifying investment hotspots and preventing various black swan events [1] - Companies involved in key sectors such as CPO, commercial aerospace, 6G, chips, computing power, and data centers are mentioned, indicating their participation in low-orbit satellite antenna work and possession of optical module products [1] Group 2 - A company in the Hainan Free Trade Zone plans to issue 1.6 billion yuan in convertible bonds for data center projects, indicating a focus on data infrastructure [1] - Another company is investing 1 billion yuan in the construction of a high-performance HDI printed circuit board project, emphasizing advancements in autonomous driving and computing power [1]

据新华社，太平洋天然气和电力公司介绍，当地时间12月20日，美国旧金山市突发停电，事故影响约13万用户，到21日上午，仍有2万多名用户处于断电 状态。 图：旧金山应急管理部提醒居民非必要不出行 根据公司网站信息，首次停电发生在当天9时40分左右，导致约1万5千户居民和商户断电。第二次停电发生在10时10分左右，在线停电地图显示受影响用 户约2万5千户。 截至当天17时30分，该公司尚无法给出城市任何区域恢复供电的预计时间。当日正值圣诞节前购物和社交高峰期，旧金山市众多商家被迫停业。 该市当天下午启动紧急行动中心，以协调全市应对工作。目前大部分区域停电原因暂不明确。据旧金山消防局消息，太平洋天然气和电力公司位于该市的 一处变电站内部当天下午发生火灾，引发部分停电。 本次停电还导致了交通信号灯大量失灵，"出行新方式"（Waymo）无人驾驶网约车服务受影响，有无人驾驶汽车在道路上停驶，造成交通拥堵。 图：无人驾驶汽车停摆导致交通堵塞，来源：视频截图 21日下午，Waymo公司回应称：无人驾驶网约车服务受旧金山停电事故影响暂停，目前正在恢复运营。公司一名发言人表示："我们正在恢复旧金山湾区 的网约车服务。昨日的停电事 ...

1. 12月22日(周一)美股盘前，美股三大股指期货齐涨。截至发稿，道指期货涨0.01%，标普500指数期货涨0.34%，纳指 期货涨0.53%。 | ■ US 30 | 48,139.90 | 48,221.90 | 48,113.30 | +5.00 | +0.01% | | --- | --- | --- | --- | --- | --- | | = US 500 | 6,857.90 | 6,859.50 | 6,844.60 | +23.10 | +0.34% | | 트 US Tech 100 | 25,481.20 | 25,487.80 | 25,381.70 | +135.00 | +0.53% | 2. 截至发稿，德国DAX指数跌0.01%，英国富时100指数跌0.42%，法国CAC40指数跌0.33%，欧洲斯托克50指数跌 0.11%。 | 德国DAX30 | 24,294.48 | 24,366.33 | 24,263.97 | -1.47 | -0.01% | | --- | --- | --- | --- | --- | --- | | 类 英国富时100 | 9,856.32 ...

Core Viewpoint - A significant power outage occurred in San Francisco on December 20, affecting approximately 130,000 users, with over 20,000 still without power by the morning of December 21. The outage disrupted businesses during the peak shopping season before Christmas [1][2]. Group 1: Power Outage Details - The first outage began around 9:40 AM, impacting about 15,000 households and businesses, followed by a second outage at 10:10 AM affecting around 25,000 users [2]. - By 5:30 PM on the same day, Pacific Gas and Electric Company (PG&E) could not provide an estimated time for power restoration across the city [2]. - The cause of the outage remains unclear, although a fire at a PG&E substation was reported, which contributed to the power loss [4]. Group 2: Impact on Transportation and Services - The outage caused traffic signal failures, leading to significant traffic congestion, particularly affecting Waymo's autonomous ride-hailing services, which had to pause operations [4][7]. - Waymo stated that the outage had a broad impact, disrupting public transportation and causing severe traffic issues in San Francisco [7]. - In contrast, Tesla's Robotaxi service was not affected by the outage, as confirmed by CEO Elon Musk [8]. Group 3: Industry Insights - Experts highlighted that the incident underscores potential oversights in the design and development of autonomous vehicle technology, suggesting that cities are not yet prepared for widespread integration of highly automated vehicles [9]. - The need for a human backup mechanism in highly automated systems, including robot taxis, was emphasized as a critical consideration for future developments in the industry [9].

当前，全球主要国家在人工智能领域持续强化战略布局，加大资金投入，国际间技术、产业、治理 规则等竞争日趋白热化。抢占人工智能技术发展的制高点，是一次前所未有的重大挑战，也是一次前所 未有的历史机遇。在这一轮人工智能发展浪潮中，无人驾驶已成为重要先行领域。 目前，萝卜快跑落地全球22城，累计出行服务次数已超1700万。"随着此次萝卜快跑在伦敦的落 地，中国无人驾驶行业也迈出了从单一产品输出到与全球交通生态深度融合的关键一步，成为中国新质 生产力走向世界，参与全球科技创新的生动实践。"该负责人表示。 百度相关负责人表示，此次萝卜快跑成功落地伦敦、进军全球右舵市场，是中国技术标准与运营体 系首次系统性对接全球主流的右舵交通环境，证明了中国无人驾驶技术方案具备应对全球多样化交通环 境的普适性与先进性。 据百度最新消息：12月22日，百度旗下无人驾驶出行服务平台萝卜快跑携手全球领先出行平台，将 于2026年在英国伦敦开启无人驾驶测试及出行服务，助力伦敦构建更加数字化、绿色化的未来交通体 系。 ...

12月22日，中国无人驾驶领域再传捷报——百度旗下无人驾驶出行服务平台萝卜快跑携手全球领先出行平台，将率先于2026年在英国伦敦开启无人驾驶测 试及出行服务，助力伦敦构建更加数字化、绿色化的未来交通体系，这也是中国无人驾驶首次驶入英国伦敦，进入中国香港以外的右舵市场。 此次萝卜快跑成功落地伦敦、进军全球右舵市场，也绝非简单的市场地域扩展，而是中国技术标准与运营体系首次系统性对接全球主流的右舵交通环境， 证明了中国无人驾驶技术方案具备应对全球多样化交通环境的普适性与先进性。 更为重要的是，这不仅是中国无人驾驶技术上的"再下一城"，更是"全球标准"话语权上的一次关键进军。中国无人车进入右舵市场绝非技术模型的简单移 植，而是深度融入目标市场的交通生态、法规体系与文化环境，并深度参与当地无人驾驶安全标准的制定，这种"技术+本地化"的双重能力，正是当前无 人驾驶企业出海竞争的核心壁垒。 全球无人驾驶进入快车道，中国抢占科技制高点刻不容缓 当前，全球主要国家在人工智能领域持续强化战略布局，在这一轮人工智能发展浪潮中，无人驾驶已成为重要先行领域。 早在去年11月底，萝卜快跑就获批中国香港首个自动驾驶车辆先导牌照。一年多来， ...

格隆汇12月22日｜Wedbush指出，2026年很可能成为AI产业从前期布局迈向关键建设阶段的转折点，并 列出科技产业的十大投资预测： 1. 随着AI浪潮进入更深层阶段，第二、第三乃至第四波衍生应用正逐步在软件、芯片与基础设施等领 域落地，这将成为新一轮增长动能，带动科技股在2026年整体涨幅有望超过20%。 2. 特斯拉将在2026年于30多座城市完成无人驾驶计程车的商业化部署，并同步启动智能网约车的规模化 生产。Wedbush给予特斯拉基本情境目标价为600美元，在更乐观的情况下股价上看800美元。 3. 苹果与谷歌将围绕Gemini相关技术正式建立AI合作关系。相关服务未来可望以订阅模式整合进苹果 生态体系，并成为推动其冲刺5万亿美元市值的重要引擎。 4. 在AI基础建设领域中，Nebius是最具吸引力的并购标的之一，潜在买家包括微软、Alphabet以及亚马 逊。 5. 网络安全被视为目前科技产业中表现最突出的次产业之一。Wedbush点名Crowdstrike与Palo Alto Networks为其最看好的网络安全企业。 6. 甲骨文如期完成资料中心扩建目标，并开始有效消化庞大的剩余履约义务与A ...

Market Overview - The A-share market experienced fluctuations, with the consumer sector showing strong performance, while the real estate sector rebounded from low levels. External factors, such as the Bank of Japan's interest rate hike, briefly boosted market sentiment, but the gains were not sustained, indicating that external factors can only cause short-term emotional fluctuations without altering the underlying market logic [1][4][14] - The recent market volatility is attributed to the uncertainty surrounding the strength of domestic economic recovery, the time required for policy effects to materialize, and seasonal liquidity pressures as the year-end approaches. Institutional rebalancing for annual performance also contributes to short-term disturbances [1][14] Sector Analysis Consumer Sector - The consumer sector has been active, with significant gains in retail, food and beverage, and other consumer stocks driven by favorable consumption policies. Recent government initiatives aim to stimulate consumption, indicating a structural rally in this sector [7][8][10] Real Estate Sector - The real estate sector has seen a rebound due to the implementation of supportive policies from both central and local governments. The focus on stabilizing the real estate market and addressing local debt risks is expected to improve the sector's fundamentals, providing short-term boosts to the market [10][11] Financial Sector - The financial sector, particularly insurance and brokerage stocks, has shown upward momentum. Recent regulatory adjustments have lowered risk factors for insurance companies, which is expected to enhance their performance. The overall market conditions, including liquidity and economic recovery, are favorable for the financial sector [11][12] Technology Sector - The technology sector, including semiconductor and AI-related industries, remains a focus for investment. The report suggests selecting stocks with strong earnings support while avoiding high-valuation stocks lacking performance backing [2][14] Automotive Sector - The autonomous driving sector has gained attention with the approval of L3 level autonomous driving vehicles for commercial use, marking a significant step towards commercialization in China. This development is expected to drive interest and investment in related stocks [12]

12月20日，美国旧金山市遭遇大范围停电，该市至少三分之一区域陷入黑暗。20日下午，太平洋天然气 和电力公司的一处变电站内部发生火灾，引发部分停电。约13万用户受到影响，导致交通拥堵。由于停 电导致交通信号灯失灵，无人驾驶出租车Waymo在十字路口"迷路"。报道称停电期间，至少有一人被困 在Waymo汽车内。20日晚，9.5万户居民恢复了供电，但许多居民不得不点蜡烛吃饭。 ...