千里浩瀚 G-ASD 发布，是对印奇关于 "节奏" 判断的一次重要验证。 文 丨 龚方毅 彼得·蒂尔（Peter Thiel）在《从 0 到 1》说，先发优势往往被高估，如果后来者在市场准备成熟的节 点进入，并通过决定性的技术突破建立护城河，反而更有机会实现长期成功。 中国的智驾竞争逐渐走到了这个路口：技术收敛之后，先行者探索实践的先发优势边际递减，没有技 术包袱的后发者公司迅速展现实力。在 2026 年的拉斯维加斯 CES 上，吉利汽车与千里智驾试图验证 后发也能赢的商业逻辑。 千里智驾是这一战略中的关键变量。它由千里科技、吉利、迈驰智行等企业共同投资设立，是一家以 智驾业务为主体的合资公司，并自去年 8 月起陆续吸收整合极氪智驾团队、吉利研究院智驾团队、以 及旷视旗下智驾品牌 "迈驰智行"，目前这场涉及多方的整合初步完成。 在那之前，千里科技董事长印奇 曾对我们说 "能看到一个大方向的人不在少数，但最后谁能赢，很大 程度取决于你是不是在正确的时间点发起了冲刺"。当时他预期冲刺的输赢结果会在 2025 年底至 2026 年显现。 因此，千里浩瀚 G-ASD 首版本的发布也是对印奇关于 "节奏" 判断的一次重 ...

IT之家 1 月 7 日消息，英特尔控股的智能驾驶技术企业 Mobileye 美国拉斯维加斯当地时间 6 日宣布将以合计 9 亿美元（IT之家注：现汇率约 合 62.96 亿元人民币）的现金与股票收购总部同样位于以色列的人形机器人企业 Mentee，这笔交易预计在本季度完成。 Mobileye 表示此举进一步扩展了其以物理 AI 为中心的整体业务，双方的产品均基于相同的物理 AI 技术堆栈。Mentee 的人形机器人预计将于 2026 年首次进行客户现场部署概念验证。 ...

1月建议关注如下配置思路：1.伴随AI技术与应用扩散，关注光模块、云计算基础设施，应用端关注机 器人、消费电子、智能驾驶等。2.有色金属部分细分行业受益于全球货币秩序重构及供需不均。3.以地 产链和泛消费为代表的顺周期行情仍偏左侧，综合考虑产能周期与企业出海拓宽市场的诉求，关注化 工、电网设备、工程机械、白色家电、商用车等。4.中长期资金入市是长期趋势，从优质现金流、波动 率及分红确定性出发，布局高股息龙头公司。5.资本市场风险偏好改善提振非银金融业绩表现，关注保 险、券商。 人民财讯1月7日电，中金指出，12月市场风险偏好改善，春季行情有望延续。12月A股市场风险偏好改 善，开启跨年行情，风格仍然偏向成长。中外流动性宽松周期共振，大宗商品作为利率敏感资产普遍上 涨，美元弱势与国内结汇共同导致人民币升值。展望后市，行业产能周期变化、成长产业高景气带动A 股上市公司业绩预期改善，2026年是"十五五"时期第一年，中央经济工作会议已经针对扩大内需、着力 稳定房地产市场等做出较为积极的表述，2026年"两新"补贴力度和范围有所调整、"两重"建设项目提前 批已发布。配置方面，当前时点仍重点关注大盘成长风格，伴随着稳增 ...

Shenzhen, China--(Newsfile Corp. - January 6, 2026) - ZYT on Tuesday unveiled a multi-modal, end-to-end world model designed as a data-driven foundation for mobile intelligence, as the intelligent driving supplier accelerates its expansion from passenger-vehicle ADAS into commercial vehicles and unmanned logistics.The announcement was made at the company's "The 10th year — ZYT Brand Gala 2025", where CEO Shaojie Shen delivered a speech titled "The Wayfarer", outlining a broader shift toward scalable intell ...

The Stock Exchange of Hong Kong Limited and the Securities and Futures Commission take no responsibility for the contents of this Application Proof, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this Application Proof. Application Proof of Suzhou Calmcar Electronics Technology Co., Limited 蘇州天瞳威視電子科技股份有限公司 (the "Company") (A joint stock company incorpor ...

Core Insights - Momenta showcased its independent exhibition at the 2025 Shanghai Auto Show, highlighting its strong presence in the intelligent driving assistance sector with 130 mass-produced compatible models [1][3] - The company's confidence stems from its innovative "Flywheel Large Model" technology, which integrates perception and planning into a single model, enabling vehicles to think like humans in complex urban environments [3][5] - Momenta's technology mimics human cognitive habits, providing vehicles with intuitive driving capabilities, particularly in challenging scenarios [5][6] Technology and Innovation - The Flywheel Large Model has led to several industry firsts, including the first data-driven flywheel and the first mass-produced deep learning-based planning and decision-making capabilities [3][11] - Momenta has successfully addressed numerous complex scenarios, such as navigating around obstacles and adapting to various driving conditions, thereby expanding its application boundaries [6][10] - The company is set to launch the Momenta R6 Flywheel Large Model, which will utilize reinforcement learning to explore new driving behaviors and enhance its capabilities [10][11] Market Presence and Partnerships - Momenta has established a platform solution that is adaptable to various vehicle types and markets globally, making it the first Chinese company to implement the same technology across multiple countries [8][13] - The company has seen rapid growth in its production model partnerships, increasing from 1 model in 2022 to 26 models projected for 2024, with over 130 cumulative partnerships [11][13] - Strategic partnerships with major global brands such as General Motors, Toyota, and Honda have expanded Momenta's market reach and collaborative efforts in promoting driving assistance technology [13]

4 月 24 日，奥迪新品牌 AUDI 携手全球领先的智能驾驶公司 Momenta 正式宣布，联合打造 行业首个 " 德系电动豪华标准 + 飞轮大模型 " 智能 辅助驾驶方案 ，共同定义豪华智能辅助驾驶标准，打造豪华智能辅助驾驶新范式。 Momenta加速扩展全球"朋友圈" 随着携手全新品牌 AUDI 共同打造智能辅助驾驶方案， Momenta 的全球"朋友圈"阵容再添一名明星伙伴。目前， 在全球 TOP10 汽车厂 商中，与 Momenta 开展业务合作的已经占到 70% ，真正成为"全球品牌的共同选择"， 充分展现出了在全球智驾行业内的强大影响力及 受认可程度。 在 " 锐启新境 "2025 上海国际车展上汽奥迪发布会上， Momenta CEO 曹旭东表示："奥迪一直秉持 ' 美美与共 ' 的合作理念。在智能化领域， Audi DNA meets China innovation ，我们双方的合作正是 德系豪华驾控和中国 AI 智慧的深度融合 。 " 01 飞轮大模型赋能AUDI Driving DNA Momenta 作为业内首个发布量产飞轮大模型的企业，创新性地将感知与规划整合进一个大模型中，形成一 ...

Core Viewpoint - The report emphasizes the upcoming earnings season, suggesting to accumulate quality leading stocks at the bottom as earnings reports are set to be disclosed soon [2] Group 1: Earnings Reports and Market Trends - As of April 19, 2024, 133 companies have disclosed their 2024 annual reports and 12 companies have released their Q1 2025 reports, accounting for 40% and 4% respectively, with 8 working days remaining in the earnings season [2] - The computer sector has experienced continuous adjustments due to earnings disclosures and international developments, but the overall performance trend and industrial changes remain positive [2] - Historical data shows that since 2010, the probability of the computer index rising in April, May, and June is 20%, 53%, and 60% respectively, indicating a potential upward trend [2] Group 2: Industry Developments - The Model Context Protocol (MCP) is accelerating the application of AI, facilitating seamless interaction between AI models and external tools/data, which aids in the rapid development of Agent applications [3] - Major cloud service providers like Alibaba Cloud, Tencent Cloud, and Baidu Map have launched MCP-related services, enhancing the AI ecosystem [3] - The eCall industry is poised for growth, driven by increased importance of intelligent driving safety and rising domestic market demand, alongside potential opportunities in overseas markets due to geopolitical changes [3] Group 3: Industry Research - A retrospective study on the Xinchuang industry highlights its growth certainty, suggesting that the sector is expected to achieve excess growth in the future [4]

高速 NOA 之后，供应商们开始比拼城市智驾的能力。 文丨张家豪 编辑丨程曼祺 我们独家了解到，智驾方案商元戎启行近日完成了 1 亿美元 C 轮融资，由国内头部车企长城汽车集团独家 投资。 元戎启行目前已完成 5 轮融资，累计融资金额超 5 亿美元，股东包括复星锐正、云启资本、阿里巴巴、耀 途资本和东风资产等。据了解，元戎启行目前约有 700 名员工。 依靠端到端辅助驾驶方案，元戎启行在今年一季度成为长城供应商。据了解，今年 8 月发布的长城新蓝山 上，已搭载了由元戎提供的智驾方案，目前新蓝山已支持保定、石家庄、武汉、广州、郑州、西安等 9 座城 市的城区领航辅助驾驶，即业内所称的 "城区 NOA" 功能。 不久后的 10 月，吉利与奔驰合资品牌 Smart 旗下 smart 精灵#5 上市。据了解，该车型也采用了元戎启行提 供的无图城区 NOA 功能。 市场现在一般视 "基础自适应巡航" 等功能为低阶智驾，高速 NOA 为中阶智驾，城区 NOA 为高阶智驾。 长城新蓝山和 smart 精灵#5 的上市，意味着元戎启行已成为第三家能提供城区 NOA 功能的高阶智驾量产供 应商。而直到今年上半年，全球第三方供应 ...