智通财经APP获悉，智驾概念股多数走高，截至发稿，黑芝麻智能(02533)涨7.32%，报20.96港元；浙江 世宝(01057)涨6.26%，报5.26港元；小马智行-W(02026)涨6.29%，报123.4港元；文远知行-W(00800)涨 4.54%，报24.42港元。 消息面上，据报道，最近，一辆搭载FSD v14的Model 3，从美国西海岸洛杉矶出发，横穿整个大陆，在 2天20小时内抵达东海岸南卡罗来纳州。全程2732英里，100%依赖FSD，覆盖高速公路、城市道路、夜 间驾驶及多次进出超级充电站等复杂场景，整个行程未出现任何人工接管。东吴证券指，继续坚定看好 2026年L4 RoboX主线。东方证券认为，在法规政策支持、市场需求提升的驱动下，预计2026年L3级自 动驾驶产业化进展有望持续加速，相关智驾硬件及软件供应商有望受益。 ...

智驾概念股多数走高，截至发稿，黑芝麻（000716）智能(02533)涨7.32%，报20.96港元；浙江世宝 （002703）(01057)涨6.26%，报5.26港元；小马智行-W(02026)涨6.29%，报123.4港元；文远知行- W(00800)涨4.54%，报24.42港元。 消息面上，据报道，最近，一辆搭载FSD v14的Model3，从美国西海岸洛杉矶出发，横穿整个大陆，在 2天20小时内抵达东海岸南卡罗来纳州。全程2732英里，100%依赖FSD，覆盖高速公路、城市道路、夜 间驾驶及多次进出超级充电站等复杂场景，整个行程未出现任何人工接管。东吴证券指，继续坚定看好 2026年L4RoboX主线。东方证券认为，在法规政策支持、市场需求提升的驱动下，预计2026年L3级自 动驾驶产业化进展有望持续加速，相关智驾硬件及软件供应商有望受益。 ...

Investment Rating - The industry investment rating is "Outperform the Market," indicating that the industry index is expected to perform better than the benchmark index over the next 6-12 months [34]. Core Insights - Tesla's FSD v14 has passed the "physical Turing test," marking a significant milestone in the practical application of AI in smart driving. This version enhances the system's ability to recognize emergency vehicles and obstacles, and introduces real-time navigation and path planning features [10][12]. - Samsung is advancing towards a fully self-developed mobile GPU, with plans to integrate its own architecture into future chips, aiming to establish a complete edge AI product ecosystem [13][15]. - Volcano Engine has launched an AI-native cloud solution for the gaming industry, which is expected to drive innovation and efficiency across the entire game development lifecycle [17][19]. Summary by Sections Smart Driving - Tesla's FSD v14 has been recognized for its advanced capabilities, including improved recognition of emergency vehicles and dynamic path planning, which signifies a shift from experimental to practical applications in smart driving [10][12]. - Companies to watch in the smart driving sector include Horizon Robotics, Black Sesame Intelligence, and various Robotaxi firms [3]. Semiconductor and AI - Samsung's new Exynos 2600 chip, developed using 2nm technology, represents a significant step towards self-sufficiency in chip design, with plans to expand its GPU applications beyond smartphones to include AI-specific chips [13][15]. - The shift to self-developed GPUs is expected to enhance Samsung's control over product differentiation and innovation in AI applications [15]. Gaming Industry - Volcano Engine's AI-native cloud solution is being adopted by over 80% of leading gaming companies, facilitating innovation in game creation, development, and operation [17][19]. - The company aims to provide a comprehensive support system for partners, enhancing their delivery capabilities and market competitiveness [18][19].

点击下方 卡片 ，关注" 自动驾驶之心 "公众号 特斯拉在ICCV2025的分享上提出了自动驾驶所面临的 三 大核心挑战 ： 围绕这三大难题，近期学术界和工业探讨了很多可能的解决方法。今天自动驾驶之心很荣幸邀请到香港大学计算与数据科学学院 博士后研究 员 - 刘哲 以及香港大学计算与数据科学学院 研究助理 - 杨振亚 ，和大家一起探讨 「特斯拉端到端架构在实际部署中三大核心挑战及解决方 案」 ，主要内容如下： 今晚七点半，锁定自动驾驶之心直播间！ 论文标题：UniLION: Towards Unified Autonomous Driving Model with Linear Group RNNs 戳我-> 领取 自动驾驶近30个 方向 学习 路线 >>直播和内容获取转到 → 自动驾驶之心知识星球 点击按钮预约直播 论文标题：DrivePI: Spatial-aware 4D MLLM for Unified Autonomous Driving Understanding, Perception, Prediction and Planning 论文标题：GenieDrive: Towards Physi ...

Group 1: Market Trends - The three major U.S. stock index futures showed mixed results, with Nasdaq futures up 0.1%, S&P 500 futures up 0.02%, and Dow futures down 0.19% [1] - Geopolitical tensions and interest rate cut expectations have driven gold and silver prices to new highs, with gold surpassing $4,530 and silver breaking $75 [2][3] Group 2: Company Developments - Nvidia is reportedly planning to deliver its H200 AI chips to China before the Spring Festival next year, with performance increasing sixfold and prices rising by 30% [4] - Nvidia has reached a non-exclusive licensing agreement for inference technology with AI chip startup Groq [5] - Apple and other foreign smartphone brands saw a significant year-on-year sales increase of 128.4% in China for November [6] - Tesla's FSD v14 has successfully passed the "physical Turing test," receiving praise from Nvidia's robotics business director [7] - Elon Musk plans to revise Tesla's mission statement from "sustainable prosperity" to "extraordinary prosperity" [8] - Qianwen App has achieved over 40 million monthly active users and over 19 million weekly active users within 30 days of public testing [9] - JD.com is testing an independent app called "JD AI Shopping," which allows AI to assist with shopping and food delivery [10] Group 3: Industry News - Toyota has finalized plans to exceed a global production of 10 million units, including Lexus, by 2026 [11] - BP has agreed to sell 65% of its lubricants business to Stonepeak [12] - Biohaven's experimental depression drug BHV-7000 did not meet the primary goals of its mid-stage trial [13]

// 热点头条 // 1. 英伟达：公司机器人业务总监Jim Fan表示，特斯拉的FSD v14首次让AI通过了他提出的"物理图灵测试"。马斯克随后在X上表示赞同，称FSD v14让人 能够感受到"感知能力正在成长"，并认为特斯拉AI是当前最强的现实世界AI。英伟达称并未收购人工智能芯片初创公司GROQ，仅为技术许可安排，公司 将在未来的产品中整合Groq的产品，Groq仍将是一家单独经营的公司，此前据媒体报道，英伟达拟以约200亿美元收购GROQ。同时，英伟达与AI芯片初 创公司Groq达成非独家推理技术授权协议，计划整合其产品至未来体系，Groq部分高管加盟。 2. 特斯拉：美国国家公路交通安全管理局（NHTSA）对2022款Model 3展开缺陷调查，涉及约17.9万辆车，因机械门锁释放装置隐藏、无标签，在紧急情 况下位置不直观，曾导致一起撞车或火灾和非致命性伤害事故。此外，其FSD v14获英伟达机器人业务总监Jim Fan认可，称首次让AI通过"物理图灵测 试"，马斯克在X上表示赞同，称能感受到"感知能力正在成长"，并认为特斯拉AI是当前最强的现实世界AI。 3. 优必选：公司与卖方订立股份转让协议 ...

英伟达机器人业务总监 Jim Fan 表示，特斯拉的 FSD v14首次让 AI 通过了他提出的"物理图灵测试"。 Jim Fan 在体验 FSD v14 后指出，这套系统一开始让人惊叹，但很快就融入日常生活，效果类似智能手 机，一旦失去，反而会让人感到明显不适。 马斯克随后在 X 上表示赞同，称 FSD v14 让人能够感受 到"感知能力正在成长"，并认为特斯拉 AI 是当前最强的现实世界 AI。 ...

Market Trend & Analyst Views - Wall Street analysts are significantly raising Tesla's target price, with Mizuho increasing from $475 to $530 and Deutsche Bank following to $500, maintaining a "buy" rating [1] - Truist, considered conservative, raised its target price from $406 to $444 [1] FSD & Robotaxi Potential - The primary reason for the bullish sentiment is the advancement of FSD v14, with unmanned test vehicles operating in Austin [1] - Analysts highlight the potential of Robotaxi, suggesting that further FSD progress could lead to widespread unmanned fleets in more cities [1] - The potential earnings per mile from Robotaxi services could surpass those from vehicle sales [1] Competition & Future Growth - Tesla's potential in unmanned ride services is considered immense, especially if it catches up to Waymo's hundreds of thousands of rides per week [1]

Absolutely! Saving that much time would be a huge win!Let @cybertruck handle the boring drive so you can use those hours for something better. 🦾 $TSLABilly (@billykyle):I’d be comfortable sending my truck to almost any destination by itself, unsupervised, with FSD v14.I frequently make an hour and a half, 80 mile round trip between my apartment and my parents house to drop things off and pick things up. Freeing up this time would be a game https://t.co/G9kuUUn2qV ...

Core Insights - The article highlights that XPeng, a Chinese electric vehicle manufacturer, experienced a decline in stock prices due to concerns over its sales performance, which indicated a need for strong sales in December to meet quarterly forecasts [1] - XPeng reported November sales of 36,728 vehicles, marking a 19% increase year-over-year, but this raised investor anxiety about the company's ability to sustain momentum [1] Company Performance - XPeng's November sales figures of 36,728 vehicles represent a 19% increase compared to the same month last year [1] - In October, XPeng sold 42,013 electric vehicles, contributing to concerns about the need for a strong December to meet overall quarterly targets [1] Market Context - The article mentions that the "Trillion-Dollar Club" now includes 11 stocks, with XPeng's performance being a point of interest amid broader market movements [4] - The stock market context includes a positive performance for the Dow in November, despite some fluctuations in individual stocks like Nvidia [4]