从北汽、长安获得"准入资格"，到何小鹏拿"同事裸奔打赌"，最近的几个动作和信息，又把 L3 级自动驾驶，推上了热搜，咱们来看看咋回事？ 先是北汽新能源和长安汽车，这两家搭载 L3 级有条件自动驾驶功能的智能网联汽车产品，已正式获得工信部准入许可。 可以分别在北京、重庆的特定路段，以最高 80km/h 和最高 50km/h 的速度，实现自动驾驶。 可能有小伙伴会好奇，之前已经有多家车企获得了 L3 级自动驾驶测试资格，北汽和长安的这次有啥新鲜的？ 和大家简单解释一下，从测试路开往真实路，这意味着 L3 级自动驾驶，已经逐渐开始走向实战。 深层次，以北京、重庆为先行区，我们的自动驾驶正在落地，后面通过这两个城市的运行方式，可以复制、推广到其他更多的城市，实现加速和普及。 玩的是不是有点大。到了这里不太懂车的小伙伴们，或许还一头雾水，从 L2 级到 L5 级，不同的级别到底代表了啥呢？ 严格说，按照我国实施的《汽车驾驶自动化分级》，共有 L0 到 L5 六个等级。 其中，我们比较熟悉、现阶段的主流 L2 级别，为组合驾驶辅助，即车辆可以同时控制车速和方向，完成基本的驾驶任务，但驾驶员仍需监控周围环境并 随时准备接管 ...

Core Viewpoint - Tesla's stock price has achieved a significant breakthrough, reaching a historical high, driven by news related to autonomous driving advancements [2][5][6]. Group 1: Stock Performance - On December 16, Tesla's stock price rose over 3%, marking a historical high in its adjusted price [2][6]. - The overall U.S. stock market showed mixed results, with the Dow Jones Industrial Average down 0.62%, the S&P 500 down 0.24%, and the Nasdaq up 0.23% [3]. Group 2: Market Context - Major bank stocks experienced declines, with JPMorgan, Goldman Sachs, and Citigroup dropping over 1% [3]. - Energy stocks fell across the board, with ConocoPhillips down nearly 4% and ExxonMobil and Chevron down over 2% [4]. Group 3: Industry Developments - Recent advancements in autonomous driving technology have enhanced market expectations, positively impacting Tesla's stock [9]. - In Texas, Tesla tested a driverless ride-hailing service, which has contributed to the stock's upward momentum [10].

值得注意的是，这次是上证指数走出了双头结构，且面临破位下跌风险，而恒生科技指数今天跌破250日线，盘中最大回撤接近20%，相 当于进入了技术性熊市。我之前就提示过港股异常弱势，没想到美联储降息落地后会继续走弱。 上周五公布的11月社融数据和昨天公布的经济数据显示内需不振，市场特别是外资降低预期； 美股AI持续调整，本周美国将公布11月份非农和通胀数据，再加上日本央行加息，去年8月的亚太股市崩盘就是美国非农暴雷叠加日元 走强引发套息交易反转，虽然这一次日本加息市场有预期，但在当前弱势市场环境下不妨碍资金避险。 从更长期来看，我觉得有个很重要的逻辑需要关注下，那就是11月M2、M1增速继续下滑，非银存款异常的弱，再加上经济工作会议的 定调，明年不管是货币政策还是财政政策的力度都不如今年，这也意味着明年m2、m1增速很难像今年一样强势。 今天亚太股市全线下挫，A股、港股昨天刚跳完水，今天又是接着跳，沪指打响3800点保卫战，创业板指跌超2%。 我觉得正如去年924我们要从熊市思维摆脱出来转向牛市思维、坚定做多。而现在宏观环境发生了变化，国内超规模财政和宽松的货币没 了，m2和m1增速见顶回落，海外美联储快速降息阶段 ...

【导读】汽车板块盘初走强，零售股火热；军工、传媒板块不振，博纳影业（001330）两日跌停 大家好！一起关注最新的市场行情和资讯～ 12月16日，上午市场震荡走低，截至发稿，三大指数均跌超1%，超4500只个股下跌；北证50指数逆市飘红。 | 全A | + 66 | 跌 4533 A股成交额 | | --- | --- | --- | | 序号 代码 | | 现价 涨跌 涨跌幅 | | 1 | | 3829.05 -38.87 -1.00% | | 2 | 399001 深证成指 | 12977.25 -134.84 -1.03% | | 3 | 899050 北证50 | 1454.75 22.79 1.59% | | ব | 881001 万得全A | 6154.53 -72.89 -1.17% | | 5 | 000688 科创20 | 1305.78 -13.12 -1.00% | | 6 | 399006 创业板指 | 3105.72 -32.08 -1.02% | | 7 | 000300 沪深300 | 4518.55 -33.51 -0.74% | | 8 | 000905 中证500 | 7 ...

Focus Events - Mu Xi Integrated Circuit (Shanghai) Co., Ltd., a leading domestic GPU company, is set to be listed on the Shanghai Stock Exchange on December 17, 2025, with a total share capital of approximately 400 million shares and an issuance of 40.1 million new shares [1] Macro News - The Ministry of Commerce and five other departments have released an action plan to promote high-quality development in the service outsourcing sector, aiming to cultivate internationally competitive leading enterprises and enhance the digital, intelligent, green, and integrated development levels by 2030 [3] - The National Bureau of Statistics indicated that China's investment potential remains significant, emphasizing the need for increased investment in education, healthcare, housing, and public services to meet the people's needs for a better life [4] Industry Dynamics - The Ministry of Industry and Information Technology has granted approval for the first batch of L3-level autonomous driving vehicles, allowing Chongqing Changan Automobile Co., Ltd. and BAIC Blue Valley Magna Automotive Co., Ltd. to proceed with their applications [6] Company Focus - Cambricon Technologies plans to use approximately 2.778 billion yuan of its capital reserve to offset accumulated losses, aiming to bring its undistributed profits to zero by the end of 2024 [14] - Zhejiang Zhuojin Environmental Technology Co., Ltd. announced that its chairman, Zhu Weilong, has been released on bail due to allegations of improper disclosure of important information [15] - Fujian Financial Regulatory Bureau has approved the appointment of Li Mingqin as the president of Quanzhou Bank, which has total assets of 175.3 billion yuan as of the end of 2024 [16] - Luoyang Molybdenum Co., Ltd. plans to acquire 100% equity of three gold mining assets in Brazil from Equinox Gold for a total consideration of 1.015 billion USD, with the transaction expected to close in the first quarter of 2026 [17] - PIANO announced a change in its actual controller to Yin Jiayin, with stock trading resuming on December 16, 2025, following a share transfer agreement [19] - Chinese Online plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange, with details still under discussion [20] - Alter's subsidiary has terminated a significant contract worth approximately 1.451 billion yuan due to market conditions affecting the final customer [21] - Shanghai Birun Technology Co., Ltd. has received approval for its overseas IPO and plans to issue up to 372 million shares [22] - Aerospace Electronics intends to increase its investment in its subsidiary by 727 million yuan, maintaining its controlling stake [23] - Bojun Technology plans to invest 600 million yuan to establish an automotive lightweight component production base in Chongqing [24] - Longqi Technology is investing approximately 1.5 billion yuan to build a digital benchmark factory for AI and smart terminals, with a construction period of 24 months [25]

上周五公布的11月份社融数据和今天公布的1经济数据显示内需仍然疲软，看了一下外资研报，没有内资机构那么乐观。今天A 股、港股午盘双双跳水，创业板指大跌1.77%，恒生科技大跌2.48%。 我上周多次提醒不要对跨年行情有太高期待，全球股市都处于历史高位，不能天真的认为今年牛市明年还是牛市，股市还能自己 往上涨，就目前的点位，股市想涨就必须要利好推动才行，而三大会议落地后短期内缺乏重磅催化。反过来说，我能明显感觉到 全球股市的疲软，有种该强不强的味道，美联储降息落地后美元走弱，离岸人民币都升值到了7.04了，但人民币资产特别是港股 依然很弱。 就美股来说，市场对AI泡沫的担忧没有缓和。从近期英伟达股价遭抛售，到甲骨文披露人工智能相关支出激增后股价暴跌，再到 围绕 OpenAI 关联企业的市场情绪恶化，种种迹象表明，投资者对人工智能的怀疑情绪正不断升温。展望 2026 年，投资者间的争 论焦点在于：是应在潜在泡沫破裂前控制人工智能领域的投资敞口，还是应加倍押注，借此把握这项颠覆性技术带来的机遇。 机构认为当前AI确实存在泡沫，但又没有像科网泡沫那般极致，英伟达、谷歌和微软的远期市盈率均低于 30 倍。这种局面让投 ...