新华财经北京11月24日电美国特斯拉公司首席执行官埃隆·马斯克日前在社交媒体平台X发文称，他本人 将"深度参与"特斯拉的人工智能（AI)芯片设计，宣称其目标是"每年投入量产一款新芯片"。 马斯克说："我们的目标是每12个月将一种新AI芯片设计投入量产。预计最终生产的芯片数量将超过所 有其他AI芯片总和。"相关芯片将用于自动驾驶和"擎天柱"人形机器人，他本人将"深度参与芯片设 计"，"每周二和周六"与工程团队开会。 美国股市分析网站"寻找阿尔法"23日报道，特斯拉AI芯片版本AI4已集成到特斯拉车辆中，AI5即将完 成流片，AI6的研发工作已启动。 马斯克还在贴文中招揽人才，邀请对职位感兴趣的工程师向特斯拉发送邮件，并请应聘者用三条要点证 明自身"卓越能力"。 本月6日，特斯拉年度股东大会批准马斯克10年期薪酬计划。马斯克若能完成全部12项企业阶段性发展 目标，有望获得市值近1万亿美元的特斯拉股票作为酬劳。 特斯拉10月22日公布的财报显示，2025年第三季度，公司营收281亿美元，比去年同期增长12%；净利 润13.7亿美元，同比下降37%。（卜晓明） （文章来源：新华社） ...

马斯克还在贴文中招揽人才，邀请对职位感兴趣的工程师向特斯拉发送邮件，并用三条要点证明自 身"卓越能力"。 本月6日，特斯拉年度股东大会批准马斯克10年期薪酬计划。马斯克若能完成全部12项企业阶段性发展 目标，有望获得市值近1万亿美元的特斯拉股票作为酬劳。 特斯拉10月22日公布的财报显示，2025年第三季度，公司营收281亿美元，比去年同期增长12%；净利 润13.7亿美元，同比下降37%。 美国特斯拉公司首席执行官埃隆·马斯克上周末在社交媒体平台X发文称，他本人将"深度参与"特斯拉的 人工智能(AI)芯片设计，宣称其目标是"每年投入量产一款新芯片"。 马斯克说："我们的目标是每12个月将一种新AI芯片设计投入量产。预计最终生产的芯片数量将超过所 有其他AI芯片总和。"相关芯片将用于自动驾驶和"擎天柱"人形机器人，他本人将"深度参与芯片设 计"，"每周二和周六"与工程团队开会。 美国股市分析网站"寻找阿尔法"23日报道，特斯拉AI芯片版本AI4已集成到特斯拉车辆中，AI5即将完 成流片，AI6的研发工作已启动。 （文章来源：新华社） ...

Core Viewpoint - Tesla's CEO Elon Musk announced his deep involvement in the design of AI chips, aiming to produce a new chip annually, with expectations to exceed the total production of all other AI chips combined [1] Group 1: AI Chip Development - Musk stated the goal is to design a new AI chip for mass production every 12 months [1] - The AI chips will be utilized for autonomous driving and the "Optimus" humanoid robot [1] - The current AI chip version AI4 is integrated into Tesla vehicles, AI5 is nearing completion, and development for AI6 has begun [1] Group 2: Talent Acquisition - Musk is actively recruiting engineers, inviting interested candidates to email Tesla [1] - He provided three key points to demonstrate his "exceptional capabilities" in the recruitment post [1] Group 3: Financial Performance - Tesla's Q3 2025 revenue reached $28.1 billion, a 12% increase year-over-year [1] - The net profit for the same period was $1.37 billion, reflecting a 37% decline compared to the previous year [1] Group 4: Executive Compensation - Tesla's annual shareholder meeting approved Musk's 10-year compensation plan, which could yield nearly $1 trillion in Tesla stock if he meets all 12 corporate development milestones [1]

据悉，小竹T5作为本次合作的核心车型，是佑驾创新旗下无人物流品牌。该车型搭载先进的自动驾驶 系统，可在复杂路况和恶劣天气下稳定运行。在实用性方面，5.5m³的货箱容积、1000公斤的最大载重 以及180公里的续航里程，使其能够充分满足城市短途物流的高频需求，有效助力物流企业降本增效。 值得注意的是，佑驾创新在无人车商业化道路上进展神速。自今年9月发布小竹无人车以来，公司接连 取得突破性进展：10月进驻深圳华强北参与"AI+无人物流车"首线试运行；11月再获湖南湘江智能100台 订单；同时还与中国邮政深圳分公司、深圳东部公交等行业龙头达成合作。 智通财经APP获悉，近日，佑驾创新(02431)宣布与上海玛斯特新能源科技有限责任公司及旗下玛斯特智 慧（上海）装备有限公司达成业务合作，敲定500台小竹T5无人物流车订单，其中首期100台将于2026 年1月正式交付。这一大规模订单的落地，标志着佑驾创新在无人物流车商业化进程中迈出关键一步。 根据合作协议，佑驾创新与玛斯特将共同推动首期T5无人物流于安徽落地，精准覆盖仓储转运、末端 配送等多元场景。此外，佑驾创新还将打磨贴合客户需求的智能物流服务闭环，与玛斯特共同组建 ...

据悉，小竹T5作为本次合作的核心车型，是佑驾创新旗下无人物流品牌。该车型搭载先进的自动驾驶 系统，可在复杂路况和恶劣天气下稳定运行。在实用性方面，5.5m的货箱容积、1000公斤的最大载重 以及180公里的续航里程，使其能够充分满足城市短途物流的高频需求，有效助力物流企业降本增效。 值得注意的是，佑驾创新在无人车商业化道路上进展神速。自今年9月发布小竹无人车以来，公司接连 取得突破性进展：10月进驻深圳华强北参与"AI+无人物流车"首线试运行；11月再获湖南湘江智能100台 订单；同时还与中国邮政深圳分公司、深圳东部公交等行业龙头达成合作。 根据合作协议，佑驾创新与玛斯特将共同推动首期T5无人物流于安徽落地，精准覆盖仓储转运、末端 配送等多元场景。此外，佑驾创新还将打磨贴合客户需求的智能物流服务闭环，与玛斯特共同组建专业 运营团队、优化定制化运营流程，并完成相关人员的技术操作与服务规范培训。 近日，佑驾创新(02431)宣布与上海玛斯特新能源科技有限责任公司及旗下玛斯特智慧(上海)装备有限公 司达成业务合作，敲定500台小竹T5无人物流车订单，其中首期100台将于2026年1月正式交付。这一大 规模订单的落地 ...

滴滴自动驾驶副总裁王玥回应称，中东市场是其全球战略的重要组成部分。他表示，滴滴将借助在L4 级自动驾驶领域的技术积累，与当地合作伙伴共同推进智慧出行场景落地。目前滴滴自动驾驶系统已实 现连续安全运行超1900天，其与广汽埃安联合研发的新一代自动驾驶车型计划于年末交付使用。 凤凰网科技讯 11月13日，滴滴自动驾驶宣布与阿布扎比投资办公室（ADIO）达成战略合作，标志着其 全球化布局正式在中东地区落地。据悉，滴滴已加入阿布扎比智能和自动驾驶汽车产业集群SAVI，双 方将在自动驾驶技术应用、人工智能人才培养及产业生态建设等领域展开合作。 阿布扎比投资办公室总干事Badr Al-Olama表示，此次合作是塑造未来交通体系的关键一步，期待通过 引入滴滴自动驾驶的技术经验，加速区域性自动驾驶规模化应用进程。 阿布扎比SAVI产业集群由当地经济发展部与投资办公室共同推动，致力于打造中东和北非地区的智能 交通枢纽。根据规划，该集群将覆盖海陆空多维度自动驾驶技术研发与商业化应用，预计到2045年可为 阿布扎比创造440亿迪拉姆经济贡献及4万个就业岗位。 ...

Group 1 - The eighth China International Import Expo (CIIE) was held in Shanghai, where the Bank of China Shandong Branch organized a visit for over 40 distinguished entrepreneurs from Shandong, focusing on the theme "Lu Rhythm and Financial Empowerment for the Future" [1][2] - The event provided a platform for entrepreneurs to experience the expo's charm and successfully held a signing ceremony for the "Entrepreneur Office" and "Family Trust" services, marking a new phase in comprehensive financial services for Shandong entrepreneurs [1][3] Group 2 - Entrepreneurs engaged with various exhibition areas, including technology equipment, medical devices, and consumer goods, broadening their international perspective and capturing the latest industry trends and market opportunities [2][4] - The signing of service agreements for the "Entrepreneur Office" and "Family Trust" services aims to provide a one-stop solution for personal wealth, family inheritance, and corporate development, ensuring asset growth and orderly succession for entrepreneurs [3][4] Group 3 - The delegation participated in the GBIC conference, which aimed to build an open and win-win financial ecosystem, where entrepreneurs gained valuable insights on financing, risk management, and industry collaboration [4] - A highlight of the visit was the tour of SenseTime, an artificial intelligence company, where entrepreneurs experienced cutting-edge technologies in various fields, inspiring innovative thinking for industry upgrades [5]

Core Insights - Morgan Stanley's report indicates that BYD's (1211.HK) third-quarter profit fell by 33% year-on-year, which was below market expectations, but showed a recovery of 23% compared to the second quarter [1] - The automotive business unit profit reached approximately 6,100 RMB, an improvement from 4,800 RMB in the second quarter, yet still below market expectations [1] - The gross margin increased by 1.3 percentage points to 17.6% quarter-on-quarter, attributed to reduced discounts in the Chinese market and lower costs for the autonomous driving system, offsetting the impact of decreased overseas sales [1] - The third-quarter performance did not surprise investors but aligned with previously lowered market expectations, with ongoing focus on overseas business progress, next year's new product cycle, and potential sales policies in response to the 2026 increase in new energy vehicle purchase tax [1] - Morgan Stanley maintains an "Overweight" rating with a target price of 130 HKD [1]

Core Insights - The automotive industry is undergoing a transformation, evolving from mere transportation to becoming "supercomputers on wheels," with quantum technology as a crucial pillar [4][6] Group 1: Demand for Computational Power - The demand for computational power in vehicles has surged dramatically, with single-vehicle requirements escalating from tens of TOPS to thousands of TOPS [5] - Tesla's FSD chip can process up to 2.5 billion frames of images per second, highlighting the immense data processing capabilities required [5] - Traditional silicon-based chips are showing limitations in handling the high computational demands of smart vehicles [5] Group 2: Quantum Technology Advantages - Quantum technology offers revolutionary solutions to automotive computational challenges through quantum superposition and entanglement [6] - Quantum superposition allows quantum bits to exist in multiple states simultaneously, providing significant parallel computing capabilities [6] - Quantum entanglement enables secure and rapid communication between vehicles and infrastructure, enhancing data security and resource sharing [6] Group 3: Real-time Decision Making - Quantum computing's instantaneous response capability is critical for real-time adjustments in driving strategies during unexpected situations [7] - Quantum algorithms can drastically reduce path planning computation time from minutes to milliseconds, significantly improving decision-making speed and efficiency [8][9] Group 4: Data Management and Compression - Quantum machine learning can compress large datasets, reducing the data volume generated by vehicles, such as 800GB from LIDAR systems, to less than 5% of the original size [10] - This compression alleviates storage and transmission burdens, allowing for faster data processing and improved decision-making in complex driving scenarios [10] Group 5: Navigation and Positioning - Quantum inertial navigation technology can achieve centimeter-level positioning accuracy, unaffected by external environmental factors, addressing limitations of traditional IMU sensors [10] Group 6: Industry Investment and Challenges - Major tech companies are investing heavily in quantum computing for automotive applications, leading to a competitive arms race for computational power [11] - Challenges include the need for quantum devices to operate at extremely low temperatures and the complexity of integrating multiple quantum bits on a single chip [11][12] Group 7: Future Outlook - By 2027, high-end vehicles equipped with quantum communication modules are expected to achieve "zero latency" in vehicle-to-infrastructure communication [12] - By 2030, quantum computing chips may become standard in smart vehicles, enabling true "full-scene unmanned driving" with over 1 billion quantum bits [12] - Quantum technology is poised to revolutionize the automotive industry, akin to the impact of electricity on industrial civilization, driving a new era of intelligent transportation [13]

Group 1: Company Developments - Larry Ellison's son, David Ellison, has successfully transitioned from technology to Hollywood by founding Skydance Media and acquiring Paramount Pictures [1] - David Ellison is now eyeing a potential merger with Warner Bros. Discovery, which would significantly enhance the family's media empire [1] - The merger would create a media giant with a vast library of film rights, positioning it to compete directly with Netflix and Disney in the streaming market [1] Group 2: Industry Trends - Over the past 18 years, tech giants have increasingly entered the media and entertainment sectors through acquisitions, starting with Amazon's purchase of The Washington Post [2] - The trend of tech companies acquiring media assets has intensified in recent years, reflecting a strategic shift towards content ownership and distribution [2] - These acquisitions are driven by a desire for high-quality content, which is seen as a critical asset in the digital economy [3][4] Group 3: Strategic Implications - Tech giants are pursuing vertical integration by acquiring media assets to enhance content delivery and user engagement [4] - The acquisitions allow for a complete value chain integration, improving operational efficiency and shifting value distribution towards ecosystem leaders [4] - By controlling popular content, tech companies can capture user attention and monetize it through various channels, creating a robust economic cycle [5] Group 4: Market Dynamics - The acquisitions are contributing to the oligopolization of the digital ecosystem, where competition is increasingly based on entire ecosystems rather than individual products [6] - New entrants face significant barriers, including the need for substantial content resources and user bases, which may lead to the acquisition or dependency of smaller content creators [6] - The concentration of digital power raises concerns about the public discourse and the potential erosion of democratic values [7][8]