停电影响了旧金山近三分之一地区。 当地时间20日，美国加利福尼亚州旧金山市发生大规模停电事故，影响约13万家庭和商户,繁忙的假日 购物季交通也受到影响。从金门大桥望去，这座城市一片漆黑，城市中少数仍有电力供应的区域也被低 垂的浓雾笼罩。 当日，美国太平洋天然气和电力公司在社交媒体上发表声明称，正在与应急人员和市政府官员合作，处 理停电事故。该公司表示："我们已经稳定了电网，目前预计不会出现更多用户停电。"该公司补充说， 正在努力争取在当地时间20日晚些时候恢复供电，"但目前尚无法确认"。 Waymo暂停服务 据悉，这场持续数小时的停电影响了旧金山近三分之一的地区，并导致多个公交站点关闭。停电事故始 于当天上午，最初发生在城市西部，随后蔓延至全市。当地消防系统确认，下午美国太平洋天然气和电 力公司的变电站发生的一场火灾是部分停电的原因。 停电导致当地公共交通系统和交通信号灯大面积瘫痪。旧金山市长丹尼尔·卢里在社交媒体上发文 称："如果您今晚没有出行必要，请待在家中，不要外出。" 目前是假日购物和社交活动的高峰期，停电导致旧金山全市各地的商家被迫关门歇业。科罗纳高地的兰 德尔博物馆 (Randall Museum ...

在氛围营造上，广州科技创新创业大赛是广州营造创新创业生态的一个重要品牌。"十四五"期间，大赛 兼顾广州传统优势产业与战略性新兴产业体系发展需求，不断优化赛道设置、强化资源整合，累计吸引 近2万家企业参赛，评选获奖企业超4000家，发放奖补资金近4亿元，带动全市科技型中小企业蓬勃发 展。从大赛走出的佼佼者，包括广州市首家生物科技独角兽云舟生物，全国领先的商业航天企业中科宇 航，实现关键设备国产化的企业艾佛光通，打破窄带物联网国外垄断的技象科技等等。 围绕产业需求和职工成长，广州投入专项资金支持吸引、培育和留住重点产业各类人才，强化现代化产 业人才支撑。全市技能人才总量从2021年的353万增长至422万，增幅达19.5%；其中高技能人才数量增 长更为显著，较2021年增加30%，总量达160.9万人，占技能人才总数的比例也从35%提升至38.1%，位 居全省第一、全国前列。 五年间，广州战略性新兴产业发展壮大，增加值超万亿、占GDP比重超过30%。落地亿元以上产业项目 3300多个，其中百亿级项目34个。 现代化产业体系加快构建得益于新场景不断拓展。立足超大规模城市场景优势，广州推动生产、生活、 服务等各类场景 ...

Core Viewpoint - Pony.ai is a leader in the commercialization of autonomous driving services, having secured necessary regulatory approvals for public autonomous ride-hailing services in major cities and for autonomous truck platooning testing on highways in China [1] Financial Performance - As of September 30, 2025, Pony.ai reported total revenue of $60.876 million, representing a year-on-year increase of 54.08% [1] - The company recorded a net loss attributable to shareholders of $155 million, a decrease of 68.87% compared to the previous year [1] Market Position - Pony.ai is the only L4 autonomous technology company with the required regulatory permits to provide public autonomous ride-hailing services in four major cities [1] - The company operates a fleet of over 720 self-owned autonomous taxis [1] - Pony.ai is also the first company in China authorized to conduct L4 autonomous truck platooning tests on interprovincial highways, operating a fleet of over 170 self-owned and leased autonomous trucks [1]

若本轮融资估值突破 1000 亿美元，将较其上一轮估值实现翻倍以上的增长。Waymo 上一轮融资是在去 年 10 月，当时从安德森・霍洛维茨基金、老虎环球基金、富达投资等机构募集了 56 亿美元，估值为 450 亿美元。在今年人工智能领域融资热潮的背景下，Waymo 并未进行融资。 尽管 Waymo 已开始向乘客收取自动驾驶出行服务费用，但据估算，该业务目前仍处于巨额亏损状态。 与此同时，特斯拉以及亚马逊旗下的自动驾驶公司 Zoox 也在加紧布局，争相将各自的自动驾驶车辆推 向美国各大城市市场。 责任编辑：郭明煜 1. Waymo 拟以超 1000 亿美元估值融资，金额达数十亿美元 2. 公司上一轮融资估值 450 亿美元，募资 56 亿美元 3. Waymo 预计 2026 年底实现每周百万次自动驾驶出行服务 4. 数据支持：深度调研 知情人士透露，自动驾驶技术公司 Waymo 正与潜在投资者展开初步洽谈，计划以至少 1000 亿美元的 估值进行新一轮融资。其中一位知情人士称，本轮融资金额至少为数十亿美元，甚至有可能超过 100 亿 美元。 该知情人士还表示，目前具体估值尚未敲定，这笔融资预计将于明年年初完 ...

资料显示，小马智行是实现自动驾驶出行大规模商业化的领导者,为(i)截至最后可行日期唯一一家获得 在四座一线城市提供面向公众的自动驾驶出行服务全部可得及所需监管许可的L4自动驾驶科技公司,截 至同日运营一支由超过720辆自有自动驾驶出租车组成的车队;及(ii)中国首家于2024年12月获准在跨省高 速公路上进行L4无人驾驶的自动驾驶卡车编队测试的公司,截至最后可行日期运营一支由超过170辆自有 及租赁自动驾驶卡车组成的车队。 本文源自：市场资讯 作者：行情君 据交易所数据显示，12月16日，小马智行(PONY)盘中上涨2.71%，截至22:35，报13.969美元/股，成交 494.38万美元，总市值60.56亿美元。 财务数据显示，截至2025年06月30日，小马智行收入总额3543.4万美元，同比增长43.34%；归母净利 润-9608.6万美元，同比减少87.24%。 大事提醒： 11月11日，小马智行将披露2025财年三季报（数据来源于纳斯达克官网，预计披露日期为美国当地时 间，实际披露日期以公司公告为准）。 ...

2025年12月1日，知名投资者迈克尔·伯里近期再度发声，将目光投向全球科技行业，接连对多家头部企业提出质疑。继此前公开批评英伟达之后，他此次将 关注点转向埃隆·马斯克及其领导的特斯拉公司。 伯里在个人社交平台发文指出，特斯拉当前的市场估值严重脱离实际。他表示，该公司市值长期处于不合理高位，缺乏可持续支撑。在他看来，特斯拉的高 估值局面已延续多年，而这种状态难以为继。 他还特别提到马斯克此前获批的巨额薪酬方案，认为这一价值约1万亿美元的激励计划将持续对公司股本造成稀释效应，进一步影响股东利益。与此同时， 伯里对特斯拉不断转换战略重心的做法提出质疑。他评论称，支持者们往往在某一技术方向上投入全部热情，一旦出现竞争压力便迅速转向新概念——从电 动车到自动驾驶，再到如今的机器人领域，皆是如此。 这并非伯里首次对特斯拉表达看空立场。早在2021年，他曾建立超过5亿美元的做空头寸，不过数月后便选择平仓退出。事后他解释称，那次操作仅为短期 交易行为，并不代表长期投资判断。 2025-12-02 01:40:40 作者：狼叫兽 尽管今年以来特斯拉股价一度因马斯克参与公共事务而波动，但整体仍实现约11%的涨幅。市场对其即将推 ...

Core Insights - The latest financial report from Xiaoma Zhixing shows a revenue of 181 million yuan for Q3 2025, representing a year-on-year growth of 72% [1] - The company reported a net loss of approximately 54.976 million USD (around 392 million yuan) under non-GAAP standards, which is a 32.7% increase in losses year-on-year [1] Revenue Breakdown - Revenue from autonomous driving ride-hailing services reached 47.7 million yuan, marking an increase of 89.5% year-on-year [1] - Revenue from autonomous truck services was 72.5 million yuan, reflecting a year-on-year growth of 8.7% [1] - Revenue from technology licensing and applications surged to 61 million yuan, showing a significant year-on-year increase of 354.6% [1] Operational Highlights - As of November 23, the average daily operational data for the past two weeks indicates that the seventh-generation Robotaxi has achieved profitability in Guangzhou, with an average of 23 orders per vehicle per day [1] - The total number of Robotaxi vehicles currently stands at 961, with 667 being the seventh-generation model [1] - The company anticipates exceeding its target of over 1,000 vehicles by the end of the year and plans to triple its fleet size to over 3,000 vehicles by the end of 2026 [1]

Core Viewpoint - The company reported a significant increase in revenue for Q3 2025, driven by strong growth in autonomous driving services and technology licensing, achieving a total revenue of $25.442 million, a 72% year-over-year increase [3][9]. Revenue Breakdown - Autonomous driving ride-hailing services generated $6.694 million in revenue, up 89.5% year-over-year, with passenger fare revenue increasing by over 200% due to rising demand in first-tier cities and optimized fleet operations [3][9]. - Autonomous truck services brought in $10.183 million, reflecting an 8.7% increase year-over-year, aided by the launch of the fourth-generation autonomous truck, which reduced the BOM cost by 70% compared to the previous generation [3][9]. - Revenue from technology licensing and applications surged to $8.565 million, a remarkable 354.6% increase year-over-year, driven by strong demand for autonomous driving domain controllers in the automated delivery sector [3][9]. Profitability Milestones - The company achieved city-level single-vehicle profitability for its seventh-generation Robotaxi, with an average of 23 orders per vehicle per day since the launch of commercial operations in Guangzhou [5][6]. - The total number of Robotaxi vehicles reached 961, with plans to expand to over 3,000 vehicles next year, exceeding the initial target of 1,000 vehicles for this year [8][9]. Cost Reduction and Efficiency - The fourth-generation Robotruck is set to enter mass production next year, with a fleet size expected to exceed 1,000 units, and a BOM cost reduction of over 70% compared to previous models [15]. - The innovative truck platooning scheme, which includes one lead vehicle with a safety driver and four fully autonomous following vehicles, is projected to reduce freight costs by over 29% and increase total freight profit by 195% based on current demonstration scenarios [17].

Core Viewpoint - Pony.ai-W (2026.HK) has seen a significant increase of 10.5%, reaching HKD 97.3, with a total market capitalization of HKD 42.1 billion following the announcement of a strategic partnership with Suning Travel for autonomous vehicle services in major Chinese cities [1] Group 1: Strategic Partnerships - Pony.ai has announced a strategic cooperation with Suning Travel to develop a large-scale autonomous vehicle fleet based on its seventh-generation production model [1] - The initial fleet is set to launch this year in first-tier cities in China, including Beijing, Guangzhou, Shenzhen, and Shanghai [1] - Additionally, Bolt, an Estonian ride-hailing company, has partnered with Pony.ai to introduce autonomous vehicles into its taxi services in Europe [1]

Core Viewpoint - The integration of robotics in the 15th National Games showcases a significant transformation in the perception of sports events, highlighting the harmonious coexistence of technology and human elements in modern sports [1][10][34] Group 1: Robotics in Award Ceremonies - Humanoid robots demonstrated millimeter-level precision in delivering medals during award ceremonies, enhancing the overall experience [3][4] - On November 14, humanoid robots presented medals at the boxing men's 92kg award ceremony, showcasing their role in formal events [4][5] Group 2: Robotics in Event Operations - Robotic dogs efficiently retrieved equipment such as discus during athletic events, illustrating their utility in operational tasks [5][6] - On November 15, robotic dogs transported javelins during the women's javelin qualifying round, further emphasizing their role in event logistics [6][8] Group 3: Robotics in Torch Relay and Performances - Humanoid robots participated as torchbearers, marking a unique presence in the torch relay, while robotic dogs acted as "mascot guardians" [8][9] - Robots also engaged in warm-up activities and performances, interacting with audiences and enhancing the festive atmosphere [12][18] Group 4: Technological Integration in Sports - The event featured a variety of technological innovations, including AI glasses, smart electric referee chairs, and autonomous driving services, creating a comprehensive "technology empowers sports" paradigm [24][25][26] - The introduction of cross-border events, such as the first cross-border marathon, utilized smart management systems for seamless operations [28][29] Group 5: Broader Implications of Robotics and Technology - The extensive use of robotics and technology in the National Games reflects China's manufacturing capabilities and serves as a vivid example of technological collaboration in the Guangdong-Hong Kong-Macao Greater Bay Area [30][34] - The event symbolizes the potential for technology and sports to drive urban development and enhance quality of life, marking a new chapter in collaborative innovation [34]