10月7日，昨夜今晨，在热炒人工智能的氛围中，标普500指数连续第7个交易日上涨，并与纳指携手刷新收盘历史新高。 截至收盘，标普500指数涨0.36%，报6740.28点；纳斯达克综合指数涨0.71%，报22941.67点；道琼斯工业平均指数跌0.14%，报46694.97点。 周一的关键词依然是OpenAI。公司先是宣布与AMD达成6吉瓦GPU部署的协议，并将根据部署进度分阶段解锁最多1.6亿股AMD普通股的认股权证，相当于 后者10%的股权。受此消息影响，AMD周一收涨23.71%，单日市值增加633亿美元，相当于人民币4500亿元。 随后在晚些时候举行的OpenAI开发者日活动上，一众被点到名的上市公司应声拉涨。例如Figma涨幅最高接近16%，最终收涨7.39%。在线旅游公司Expedia 也在短线拉涨超7%后，最终回落至2%。"芭比娃娃"品牌母公司美泰也因为奥尔特曼提了一句该公司正在使用Sora 2将玩具设计概念转化为可视化内容，而 一度短线拉涨超5%——但收盘时回吐所有涨幅。 OpenAI首席执行官奥尔特曼也在周一回应了公司显著影响资本市场走势的情况。他表示："这是最近开始出现的新奇现象，我们正试 ...

中国车企在飞行汽车领域的布局明显提速。 长安汽车9月27日发布公告称，公司董事会会议审议通过了关于设立飞行汽车合资公司的议案。同一 天，长安汽车董事长朱华荣在世界新能源汽车大会上表示，长安汽车正在加快布局飞行汽车等新兴领 域，计划2030年推出航线飞行汽车。 小鹏汽车董事长兼首席执行官何小鹏近日也对外表示，2026年小鹏汽车会把全球第一台"汽车+飞机"组 合折叠的飞行汽车真正量产并且开始交付。 小鹏、广汽锁定2026年交付 万亿级低空经济正推动飞行汽车加速发展，国内包括吉利、长安汽车、广汽、小鹏、奇瑞等多家车企积 极拓展低空飞行领域，通过自研或联合研发、投资等多种方式，构建电动垂直起降飞行器 （eVTOL）、汽车加无人机、飞行汽车等多种形态，呈现出多元化的技术路径。 "我认为10-30年后，人们可以住在离城市中心100公里的地方，（使用飞行汽车）可以10分钟以内到 达，安全、快速、无人化。所以，低空飞行会为城市和城市之间或者城市周边的生活带来巨大的改 变。"何小鹏称，小鹏汽车已做了7代原型机，投入数十亿元成本，将在2026年开始量产交付飞行汽车。 除小鹏外，广汽也在推动飞行汽车商业化落地。今年6月，广汽宣布自 ...

Core Viewpoint - Chinese automotive companies are accelerating their investments in the flying car sector, with several firms announcing plans for production and development timelines for flying vehicles by 2026 and beyond [1][2][4]. Group 1: Company Developments - Changan Automobile announced the establishment of a joint venture for flying cars and plans to launch a flight-capable vehicle by 2030 [1]. - Xiaopeng Motors aims to mass-produce the world's first "car + airplane" combination flying car by 2026, having developed seven prototype models with significant investment [2][4]. - GAC has also made strides in the flying car market, with plans to deliver its GOVY AirCab by the end of 2026, priced under 1.68 million yuan [4]. - Other companies like Geely and FAW are still in the research and testing phases, with FAW's flying car expected to make its first flight this year [5]. Group 2: Market Potential - Morgan Stanley predicts that the flying car industry could reach a market size of $300 billion by 2030 and $9 trillion by 2050, with China potentially becoming the largest urban low-altitude transportation market [2]. - The low-altitude economy is expected to create three trillion-dollar segments: low-altitude vehicle manufacturing, infrastructure, and operational services [8]. Group 3: Industry Trends - The flying car sector is seen as a response to the saturation of the smart automotive market, with companies seeking new growth avenues [7]. - The Chinese government has recognized the low-altitude economy as a strategic emerging industry, providing a favorable policy environment for its development [7]. Group 4: Challenges - Despite the promising outlook, flying cars face challenges such as high costs and regulatory hurdles that must be addressed for widespread adoption [3][10]. - The current high costs are attributed to the immature supply chain and the need for technological advancements in core components [10][11].

凤凰网财经讯 9月23-24日，由凤凰卫视、凤凰网主办的"凤凰湾区财经论坛2025"在广州举行。本届论坛以"新格局·新路径"为主题，汇聚 全球政商学界精英，共同洞察变局脉络、探寻发展新机。 莲华资产管理有限公司管理合伙人洪灏出席本次论坛。在论坛期间，他发表"相信牛市真的到来""每十年中国都会出现一波史诗级的牛市"等 观点，引发热烈讨论，同时也让人们好奇他的更多看法。主题发言后，他应邀与凤凰网财经进行更深入的对话。 聊到近期业内"投资白酒还是投资科技"的争议，洪灏表示这是两种不同的投资哲学，并没有高低之分。但是，投资白酒等对社会进步的推动 作用较小，远没有投资科技符合时代向前的需要，也没有投资科技那么"振奋人心"。 他举例表示，当前机器人和人之间的区别正在快速缩小，交通领域也出现了可以集陆空出行场景于一体的飞行汽车，"这些都是我们小时候看 科幻小说中会出现的东西，没有想到现在已经成为现实，我相信投资科学技术更加令人振奋"。 【 热门视频推荐 】 点击在 看 持续关注↓↓↓ 莲华资产管理有限公司管理合伙人洪灏 ...

格隆汇9月28日｜聊到近期业内"投资白酒还是投资科技"的争议，莲华资产管理有限公司管理合伙人洪 灏表示，这是两种不同的投资哲学，并没有高低之分。但是，投资白酒等对社会进步的推动作用较小， 远没有投资科技符合时代向前的需要，也没有投资科技那么"振奋人心"。 由凤凰卫视、凤凰网主办的"凤凰湾区财经论坛2025"在广州举行。本届论坛以"新格局·新路径"为主 题，汇聚全球政商学界精英，共同洞察变局脉络、探寻发展新机。在论坛期间，他发表"相信牛市真的 到来""每十年中国都会出现一波史诗级的牛市"等观点，引发热烈讨论，同时也让人们好奇他的更多看 法。 (责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 他举例表示，当前机器人和人之间的区别正在快速缩小，交通领域也出现了可以集陆空出行场景于一体 的飞行汽车，"这些都是我们小时候看科幻小说中会出现的东西，没有想到现在已经成为现实，我相信 投资科 ...

他举例表示，当前机器人和人之间的区别正在快速缩小，交通领域也出现了可以集陆空出行场景于一体的飞行汽车，"这些都是我们小时候看科幻小说中会 出现的东西，没有想到现在已经成为现实，我相信投资科学技术更加令人振奋"。 凤凰网财经讯 9月23-24日，由凤凰卫视、凤凰网主办的"凤凰湾区财经论坛2025"在广州举行。本届论坛以"新格局·新路径"为主题，汇聚全球政商学界精 英，共同洞察变局脉络、探寻发展新机。 莲华资产管理有限公司管理合伙人洪灏出席本次论坛。在论坛期间，他发表"相信牛市真的到来""每十年中国都会出现一波史诗级的牛市"等观点，引发热烈 讨论，同时也让人们好奇他的更多看法。主题发言后，他应邀与凤凰网财经进行更深入的对话。 聊到近期业内"投资白酒还是投资科技"的争议，洪灏表示这是两种不同的投资哲学，并没有高低之分。但是，投资白酒等对社会进步的推动作用较小，远没 有投资科技符合时代向前的需要，也没有投资科技那么"振奋人心"。 ...

在圆桌对话环节，小鹏汇天联合创始人、副总裁、总设计师王谭表示，三维的交通一定会出现，并系统阐述了其公司面向未来空中出行领域的"三步走"发展 战略。 王谭指出，公司的第一步战略旨在以最直接的方式让民众接触低空飞行。他透露，未来取得适航证后的"陆地航母"分体式飞行汽车将于2026年进行量产交 付，此型号初期并不会主要用于点对点的通勤，更多会用于"飞行营地"等区域的空中观光。 其第二步战略聚焦于提升飞行器的航程与实用性。王谭介绍，公司目前正在研发一款采用"倾转旋翼"和类似六旋翼构型的产品。该设计通过旋翼和短舱的倾 转，能实现长航程与高航速的飞行，"可以实现省内甚至跨省的飞行"。他明确指出，这将是一款真正能作为交通工具的飞行汽车。 凤凰网财经讯 9月23-24日，由凤凰卫视、凤凰网主办的"凤凰湾区财经论坛2025"在广州举行，本届论坛以"新格局·新路径"为主题，汇聚全球政商学界精 英，共同洞察变局脉络、探寻发展新机。 小鹏汇天联合创始人、副总裁、总设计师 王谭 对于更远的未来，王谭描述了第三步战略——开发如同科幻场景般的一体式飞行汽车。他生动地描绘了其应用场景："这个车在路上行驶，如果遇到一些需 要的场景或者情况，可 ...

凤凰网财经讯 9月23-24日，由凤凰卫视、凤凰网主办的"凤凰湾区财经论坛2025"在广州举行，本届论坛以"新格局·新路径"为主题，汇聚全球政商学界精 英，共同洞察变局脉络、探寻发展新机。 在圆桌对话环节，小鹏汇天联合创始人、副总裁、总设计师王谭深入探讨了人工智能（AI）在飞行汽车这一复杂系统产品研发中的关键作用及其未来演进 路径。 王谭指出，飞行汽车与汽车同属"有着极高安全要求的大型复杂系统产品的集成"，尤其飞行汽车作为新出现的物种，其安全性要求更高。他表示在现阶段， AI的介入确实能提供帮助提效。然而，对于飞行汽车这类对安全性要求极高的复杂产品，"人工也是不可少的"，当前会有一些关键数据检查等都需要人工去 做好兜底。 但他也明确表达了对技术发展的信心："我深切地相信，AI能力不断的迭代和发展，有一天会有一个拐点到来。AI的权重将更高，有一天它可以做得比人工 做得更好、更安全，那时候可以放心地交给AI去做。" 小鹏汇天联合创始人、副总裁、总设计师 王谭 ...

Group 1 - The emergence of flying cars, particularly eVTOLs (electric vertical takeoff and landing vehicles), is gaining traction in the Middle East and Southeast Asia due to increasing traffic congestion and the need for efficient transportation solutions [2][3] - The UAE has seen a significant rise in population and traffic congestion, with 86% of respondents reporting frequent traffic jams, prompting the government to explore innovative transportation options [2][3] - Chinese companies like EHang and Xpeng are leading the way in flying car technology, with successful test flights and significant orders from UAE companies, indicating strong demand for eVTOLs in the region [3][6] Group 2 - The global low-altitude economy is projected to reach a market size of over $1.5 trillion by 2040, attracting numerous competitors, including established aerospace manufacturers and new startups [5] - Chinese eVTOL manufacturers are gaining a competitive edge due to their advanced technology, safety features, and cost advantages, with prices for Chinese eVTOLs being significantly lower than their foreign counterparts [6][7] - The Chinese government is actively promoting the low-altitude economy, with policies aimed at fostering innovation and reducing regulatory barriers, which contrasts with the more stringent regulations faced by Western companies [9][10] Group 3 - Chinese eVTOL companies must obtain various certifications, including type certification, production license, and airworthiness certificate, to operate in international markets, with a focus on gaining acceptance in regions like the Middle East and Southeast Asia [8][9] - The successful acquisition of these certifications by Chinese companies, such as EHang, positions them favorably in the global market, as they have achieved milestones that Western manufacturers are still striving for [9][10] - The ongoing competition in the flying car sector highlights the importance of technological advancements and regulatory navigation, with Chinese firms poised to capitalize on their manufacturing capabilities and government support [10]

Core Viewpoint - The article discusses the emerging market for flying cars, particularly focusing on the advancements made by Chinese companies in the eVTOL (electric Vertical Take-Off and Landing) sector, and their potential to dominate the Middle Eastern and Southeast Asian markets due to technological and cost advantages [2][9][10]. Group 1: Market Demand and Opportunities - The UAE faces severe traffic congestion, with 86% of respondents reporting frequent traffic jams, prompting interest in flying cars as a solution [4][5]. - The UAE aims to reduce reliance on fossil fuels and enhance green technology, making flying cars an attractive option for efficient and low-carbon transportation [5][6]. - Chinese eVTOL companies have conducted successful test flights in the UAE, with significant orders being placed, such as Autocraft's order for 350 eVTOLs worth $1 billion [6][8]. Group 2: Competitive Landscape - The global low-altitude economy is projected to exceed $1.5 trillion by 2040, with over 160 companies competing in the flying car market, including established aerospace and automotive manufacturers [9][10]. - Chinese companies are gaining traction in the market due to their technological advancements and competitive pricing, with eVTOLs priced significantly lower than their foreign counterparts [12][10]. Group 3: Advantages of Chinese Companies - Chinese eVTOLs are perceived as safer than helicopters, with multiple power units ensuring operational safety even if one fails [10][12]. - The cost advantage of Chinese eVTOLs is substantial, with prices around $1 million compared to $500,000 to $1 million for foreign models, attributed to a complete domestic supply chain and lower labor costs [12][10]. Group 4: Regulatory Challenges and Progress - Chinese eVTOL manufacturers must obtain three certifications (TC, PC, AC) for market entry, with some companies like EHang already achieving this milestone [14][13]. - The acceptance of Chinese standards in the Middle East and Southeast Asia is higher, facilitating smoother regulatory processes compared to Europe, where independent certification is often required [15][16]. Group 5: Future Prospects - The Chinese government is actively promoting the low-altitude economy, indicating strong support for the development of flying cars [17][18]. - Despite current achievements, challenges remain in achieving large-scale operations and addressing safety and regulatory requirements in various markets [13][16].