根据召回公告，召回原因是"部分车辆在L2高速领航辅助驾驶功能开启时，对极端特殊场景的识别、预警或处置能力存在不足，若驾驶员未及时干预可能 增加碰撞风险，构成安全隐患。"而和很多老牌消费者的传统认知不同，本次召回采用的方式则是这两年开始逐步正规、使用频次逐渐增加的OTA召回。 上周，国家市场监督管理总局发布的一则召回公告引发广泛关注，小米汽车宣布自即日起召回2024年2月6日至2025年8月30日生产的共116,887辆SU7标准 版电动汽车。 几个细节值得关注。 首先，本次召回的超11万台小米SU7车型均为标准版车型，未涉及SU7 Pro和Max车型，且据比例推算，这应该包含上市以来销售的所有标准版车型。 据此推断，本次基于高速领航辅助驾驶功能进行的OTA召回，主要是针对仅在小米SU7标准车型上使用的 Xiaomi Pilot Pro的升级更新——与之对应，SU7 Pro和Max车型使用的均为Xiaomi HAD。 在算力方面，标准版使用的还是一颗英伟达Orin芯片，算力仅为84TOPS。而SU7 Pro和Max车型使用的则是两颗英伟达Orin X芯片，总算力达到 508TOPS。此外，SU7 Pro和Max ...

Core Viewpoint - Xiaomi and its founder Lei Jun are currently facing significant challenges and controversies, particularly related to the recent SU7 car accident, which has raised questions about the company's quality and safety standards [1][2][4]. Group 1: Impact of SU7 Incident - The SU7 accident has led to intense scrutiny and criticism of Xiaomi, with Lei Jun acknowledging the unexpected severity of the incident's impact on the company [2][4][7]. - The incident has highlighted the difficulties of entering the automotive industry, marking a significant crisis for Xiaomi [3][7]. - Public expectations for Xiaomi have increased dramatically, with Lei Jun realizing the company's substantial influence and responsibility in the automotive sector [7]. Group 2: Quality and Safety Concerns - Following the SU7 accident, there have been widespread concerns regarding the effectiveness of Xiaomi's intelligent driving systems and transparency in data [6]. - Xiaomi has renamed its driving assistance features to clarify their capabilities, reflecting a response to regulatory pressures and public criticism [6]. - Ongoing quality issues have emerged, including complaints from SU7 owners about design flaws and discrepancies between promotional claims and actual product performance [9][11]. Group 3: Chip Development - Lei Jun announced the upcoming release of Xiaomi's self-developed mobile SoC chip "Xuanjie O1," marking a significant milestone in the company's technological advancement [13]. - The development of chips is seen as a critical step for Xiaomi in establishing itself as a leader in hard technology, following previous setbacks in chip development [15][16].

Core Viewpoint - The recent traffic accident involving the Xiaomi SU7 has led to significant public scrutiny regarding the safety of Xiaomi's smart driving system and its marketing practices, resulting in a brand trust crisis and stock price fluctuations [7]. Group 1: Incident and Response - On March 29, a serious traffic accident occurred involving a Xiaomi SU7 standard version, which drew considerable media attention and criticism towards Xiaomi and its founder Lei Jun [1]. - Following the incident, Lei Jun publicly committed to cooperating with police investigations and addressing concerns from the families involved and the public [2]. - Lei Jun's social media activity decreased significantly after the accident, but he later expressed that the support he received helped him regain confidence and motivation [3][6]. Group 2: Stock Performance - Since the accident, Xiaomi's stock price initially declined but has since shown signs of recovery, currently trading above HKD 50 per share [8]. Group 3: Sales and Expansion - Despite the incident, Xiaomi's automotive sales remained robust, with over 28,000 vehicles delivered in April, and plans for further expansion with new store openings across various cities [10]. Group 4: Industry Response to Smart Driving Terminology - The accident has prompted a broader industry reevaluation of terminology related to smart driving, with companies like Xiaomi changing their marketing language from "smart driving" to "assisted driving" to avoid misleading consumers [14]. - Regulatory bodies are emphasizing the need for clear definitions and responsibilities regarding smart driving technologies, urging manufacturers to avoid exaggerated claims [18].

Market Overview - The US dollar index experienced fluctuations, reaching a high of 100.87, influenced by the Federal Reserve's decision to maintain interest rates and a hawkish signal from Powell [2][10] - Spot gold saw a significant increase of nearly $100 at the beginning of the week due to a weaker dollar and safe-haven demand, but later declined as optimism around trade negotiations grew [2] - Asian currencies strengthened initially, with the New Taiwan Dollar rising over 9% in two days, but the appreciation halted as the dollar strengthened [4] Oil Market - International oil prices experienced volatility, initially dropping 5% due to OPEC+ plans to accelerate production, but later rebounded due to increased demand in Asia and Europe, as well as a decrease in US production [6] Cryptocurrency Market - Bitcoin surpassed the $100,000 mark for the first time since February, indicating a positive trend for risk assets, with Ethereum also seeing a significant increase of over 20% [7] Trade Agreements - The US and UK reached a trade agreement that includes partial tariff reductions and expanded market access, although many details remain to be finalized [12] - The EU threatened to impose tariffs on nearly €100 billion worth of US goods if trade negotiations fail [13] Financial Policies - The People's Bank of China announced a series of monetary policy measures, including a 0.5% reduction in the reserve requirement ratio, aimed at stabilizing the market [18] - The Bank of England lowered its benchmark interest rate by 25 basis points to 4.25%, marking the fourth rate cut in the current easing cycle [24] Semiconductor Industry - The Trump administration plans to revoke AI chip export restrictions established during the Biden administration, aiming to simplify semiconductor trade regulations [14] Automotive Industry - New energy vehicle companies are shifting their marketing focus from "smart driving" to "assisted driving," reflecting a change in industry standards and sensitivity to legal responsibilities [26]

Core Viewpoint - The article discusses the dual nature of the electric vehicle (EV) industry, highlighting both the rapid growth in sales and the increasing concerns over safety related to intelligent driving technologies. It emphasizes a shift in marketing strategies from promoting "intelligent driving" to "assisted driving" as a response to safety incidents and regulatory pressures [4][11][22]. Group 1: Market Growth and Trends - Global EV sales reached 4.46 million units in Q1 2025, with a market share of 19.7%, and China accounted for 67.7% of global sales, contributing 84% to the growth [4]. - The transition from electric to intelligent driving is recognized as the next phase in the industry, but it requires a gradual adaptation process [9][10]. Group 2: Shift in Marketing and Terminology - Companies like Xiaomi have changed the terminology from "intelligent driving" to "assisted driving" to reduce consumer misconceptions and manage risks [5][13]. - During the May Day holiday, several EV manufacturers downplayed their previous enthusiastic marketing of intelligent driving features, focusing instead on comfort and entertainment aspects of vehicles [15][16]. Group 3: Regulatory and Safety Considerations - The shift in marketing strategies is linked to accidents caused by misunderstandings of intelligent driving capabilities, prompting a need for clearer communication [11][22]. - Regulatory bodies have emphasized the importance of accurate advertising for driving assistance technologies, warning against false claims that could lead to severe consequences [19][21]. Group 4: Industry Evolution and Competition - The transition from "intelligent driving" to "assisted driving" signifies a maturation phase for the industry, moving from aggressive growth to a more responsible approach [22][24]. - Traditional automakers are beginning to re-enter the market with new high-end EV brands and products, increasing competition for new players [36][38]. Group 5: Consumer Implications and Future Outlook - The change in terminology may lead to reduced consumer expectations regarding intelligent driving, promoting a more rational understanding and potentially lowering accident risks [31][34]. - The industry faces challenges in differentiating products under a unified terminology while ensuring safety and transparency in marketing [29][30].

同 日 ， 理 想 、 蔚 来 、 小 鹏 等 车 企 线 上 、 线 下 宣 传 物 料 中 " 智 驾 " 描 述 ， 也 纷 纷 改 为 " 辅 助 驾 驶"。 业内此举，呼应了此前工信部4月1 6日举行的汽车企业安全会议，以及网上流传的一则关于该 会议的会议纪要内容。该纪要要求车企不再使用"智驾"，"智能驾驶"，"高阶智驾"等宽泛描 述，并将其全部替换为"辅助驾驶"，并规范宣传，杜绝夸大宣传等。 事实上，据业内人士向2 1世纪经济报道记者透露，今年2月2 5日份，工信部、市场监管总局已 经部署并通知加强智能网联汽车产品准入、召回及软件在线升级管理等一系列举措。4月1 6日 的会议则是一场落实会议。 然而，在一些本有机会挽救的生命面前，相关部门，整个汽车行业，乃至社会各界，仍然要将 自动驾驶系统的安全问题，解决得更坚决，更彻底，更全面。 玄幻"智驾"L3 从L2，L2+，再到"智驾"，随着新能源车的自动驾驶系统的不断迭代，系统的"称呼"也被当 作卖点，开始越来越玄幻，越来越模糊。 作 者丨赵云帆 编 辑丨朱益民 5月6日，小米官网调整SU7新车定购页面中的措辞，将"智驾"更名为"辅助驾驶"。 其中小米 ...

Core Viewpoint - Xiaomi has renamed its smart driving features to emphasize the assistive nature of the technology, reflecting a shift in marketing strategy to address consumer understanding and safety concerns [1][3][29]. Group 1: Name Change and Implications - The term "智驾" (Smart Driving) has been changed to "辅助驾驶" (Assisted Driving) for the Xiaomi SU7 vehicle models to clarify the functionality of the technology [1][2]. - The renaming aims to mitigate misunderstandings that may lead consumers to believe they can fully rely on the system, as evidenced by incidents involving drivers misusing the technology [3][4]. Group 2: Consumer Perception - Consumers often interpret product names literally, which can lead to misconceptions about the capabilities of smart driving systems [4][5]. - The distinction between "智能驾驶" (Smart Driving) and "辅助驾驶" (Assisted Driving) is significant, as the latter implies that the driver must remain engaged [5][29]. Group 3: Marketing and Naming Strategy - Effective naming in marketing can significantly influence consumer perception and product success, as seen in various examples from the food industry [6][19]. - The choice of terminology can either enhance or hinder a product's acceptance in the market, highlighting the importance of strategic naming [19][27].

Core Viewpoint - The automotive industry is undergoing a significant shift in terminology and marketing strategies regarding intelligent driving, moving from "smart driving" to "assisted driving" in response to regulatory pressures and safety concerns [1][2][3]. Group 1: Regulatory Changes - The Ministry of Industry and Information Technology (MIIT) issued a draft standard prohibiting the use of ambiguous terms like "automatic driving" and "smart driving," mandating the use of "assisted driving" or "combined assisted driving" [1]. - Following a serious accident involving a Xiaomi vehicle, regulatory bodies tightened promotional language, emphasizing the need for clear communication about the limitations of L2-level assisted driving systems [2][3]. Group 2: Industry Response - Xiaomi's rebranding of its driving assistance features reflects a broader trend among new automotive companies, including Li Auto, NIO, and Xpeng, to adjust their marketing language and focus on safety and comfort rather than advanced driving capabilities [1][2]. - The shift in terminology is seen as a response to the misalignment between technological maturity and public perception, with many consumers mistakenly believing L2 systems offer full autonomy [3]. Group 3: Technical Considerations - Xiaomi's SU7 model highlights the ongoing debate between pure vision systems and multi-sensor fusion technologies, with the former being cost-effective but limited in adverse conditions, while the latter offers enhanced safety at a higher cost [4]. - The change in naming from "smart driving" to "assisted driving" serves to manage user expectations and clarify the responsibilities of drivers in the context of current technological limitations [4]. Group 4: Consumer Education - The rebranding initiative aims to foster a more rational understanding of intelligent driving among consumers, moving away from the notion of "fully autonomous" vehicles [6]. - Companies are implementing measures to educate users about the limitations and responsibilities associated with assisted driving, including mandatory training and detailed user manuals [6]. Group 5: Future Outlook - The transition to "assisted driving" signifies a move towards a more realistic and safety-focused approach in the automotive industry, with an emphasis on balancing technological advancements with regulatory compliance [7]. - The industry is expected to evolve towards L3-level and above autonomous driving, but this progression will prioritize safety and responsible marketing practices [7].

Group 1 - Temu has announced the cessation of direct sales of Chinese products to the U.S. due to a 130% import tariff, shifting to local sellers for U.S. market sales [5][6] - The U.S. Customs policy change effective May 2, 2025, will eliminate the small package tariff exemption for goods from mainland China and Hong Kong, requiring proper customs declarations and payment of applicable tariffs [5] - The number of full-service sellers on Temu's U.S. site has significantly decreased, with some sellers experiencing over 50% of their products being delisted [6] Group 2 - Neta Auto's app and website experienced significant downtime due to unpaid traffic fees, leading to accessibility issues during the holiday period [8] - Neta Auto's sales have sharply declined in 2023, revealing operational challenges, including layoffs and payment delays to suppliers [9] - The company previously achieved a sales record of approximately 152,100 vehicles in 2022, becoming a leading player among new car manufacturers [8] Group 3 - Major car manufacturers, including Xiaomi and Huawei, have rebranded their "smart driving" features to "assisted driving," reflecting a shift in marketing strategy [10][11] - The term "smart driving" is becoming less prominent in product promotions, with many companies opting for more conservative language in their marketing [11] Group 4 - Xiaomi's international market department has undergone leadership changes, with Xu Fei appointed as the new general manager [16] - Xu Fei has been with Xiaomi for 15 years and previously served as the head of the MIUI product team [16] Group 5 - Ant Group plans to separately list its overseas division, Ant International, in Hong Kong, which accounts for approximately 20% of Ant Group's revenue [15] - Ant International focuses on cross-border payment services, leveraging products like Alipay+ and WorldFirst [15] Group 6 - NVIDIA is developing a new AI chip tailored for the Chinese market after the U.S. government banned the export of its H20 chip, with samples expected to be available in June [21] - The new chip design aims to comply with U.S. export regulations while maintaining NVIDIA's market presence in China [21] Group 7 - OpenAI has decided to maintain its non-profit structure, abandoning plans for a profit-driven transformation, which may complicate future funding efforts [20] - The organization emphasizes its mission to ensure that AGI benefits all of humanity, contrasting with traditional profit-driven corporate governance [20]

Group 1 - Xiaomi has renamed its "Smart Driving" feature to "Assisted Driving" for its SU7 vehicle models, with updated terminology on the ordering page [1] - The SU7 standard version will feature "Xiaomi Assisted Driving Pro," while the Pro and Max versions will have "Xiaomi End-to-End Assisted Driving" [1] - The end-to-end assisted driving system allows for various driving tasks, including navigation setup, toll assistance, and parking [1] Group 2 - Nezha Auto's app and website have resumed normal operations after a temporary outage due to unpaid data fees, which occurred during a holiday period [2] - The company is currently facing operational challenges and is seeking financing to address its debts [2] Group 3 - Berkshire Hathaway reported a Q1 net profit of $4.603 billion, a 64% decrease year-over-year, with revenues slightly down to $89.725 billion [10] - The company's investment losses for the quarter amounted to $5.038 billion, contrasting with a profit of $1.48 billion in the same period last year [10] - Berkshire's cash position reached a record high of $347.7 billion at the end of Q1 [10] Group 4 - Skoda Auto's Q1 sales revenue reached €7.26 billion, marking a 10.4% increase year-over-year, with an operating profit of €546 million, up 2.1% [10] - The company delivered 238,600 vehicles in Q1, an 8.2% increase, with electric and hybrid models seeing a 114% rise in sales [10] Group 5 - The high-speed rail pet transport service saw over 80% of its capacity booked during the May Day holiday, with real-time monitoring available for pets [7] - The pricing for the pet transport service ranges from 360 to 860 yuan, depending on the distance [7] Group 6 - Microsoft announced a price increase for its Xbox consoles and games, with the Xbox Series S rising by $80 to $379.99 and the Series X by $100 to $599.99 [6] - The company plans to further increase game prices in the future, although specific timing has not been disclosed [6] Group 7 - Apple is collaborating with Anthropic to develop a new AI software platform aimed at improving coding processes, integrating Anthropic's Claude Sonnet model [8] - This initiative reflects Apple's strategy to enhance internal workflows and modernize product development [8]