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AlanLan
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大摩：视觉数据决定AI未来，特斯拉(TSLA.US)站上“光子竞赛”前沿
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href=\"https://laohu8.com/S/603138\">海量数据</a>，则其价值将不可估量。</p><p><strong>特斯拉：转向“纯视觉”训练</strong></p><p>2025年5月，特斯拉前Optimus负责人发布了一系列视频，展示Optimus通过人类视频学习自主完成任务。这些视频以第一人称视角(摄像头位于演示者身上)拍摄，但最终目标是转向通过“随机摄像头”和互联网视频获取的第三人称视角。</p><p>“特斯拉据称将转向‘纯视觉’方法预训练Optimus，不再使用穿戴动作捕捉服与VR的遥操作员，改为录制工人执行任务的视频作为训练数据。”</p><p>这一转变标志着特斯拉在训练范式上的重大调整，凸显出视觉数据在机器人行为模仿与泛化能力中的核心作用。</p><p>该行预计，未来视觉数据将不仅用于训练模型，更将用于构建“机器人训练健身房”（模拟环境），从而在数字世界中迭代数十亿种场景。特斯拉车主在驾驶时不仅在物理空间<a href=\"https://laohu8.com/S/00941\">中移动</a>，也在“玩电子游戏”，向模拟世界输送数据以训练最新FSD模型；Meta眼镜用户在教模型如何弹钢琴、织毛衣、倒咖啡或倒垃圾。</p><p>大摩强调，视觉数据是训练下一代AI模型的核心资源，其价值正在被重新定义。特斯拉、Meta和Figure AI等公司通过不同的路径推进数据收集战略，从车辆、眼镜到房地产，无一不在争夺这场“光子竞赛”的领先地位。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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AI等公司正通过不同路径积极布局视觉数据的收集与利用。该行强调：“你可以拥有世界上所有的计算资源，但若没有视觉数据，就无法训练视觉-语言-行动模型（...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1348932.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4592":"伊斯兰概念","BK4612":"AI芯片","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU0823414478.USD":"法巴经典能源转换基金","BK4550":"红杉资本持仓","BK4588":"碎股","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","TSYW.SI":"TESLA 3xLongSG261006","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) 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ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1348932.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2569772943","content_text":"智通财经APP获悉，摩根士丹利在最新研报指出，随着多家企业将资源和注意力转向物理/具身AI与机器人技术，一场针对现实世界视觉数据的“光子竞赛”正在悄然爆发。在这一背景下，该行给予特斯拉“增持”评级，目标价410美元。特斯拉、Meta和Figure AI等公司正通过不同路径积极布局视觉数据的收集与利用。该行强调：“你可以拥有世界上所有的计算资源，但若没有视觉数据，就无法训练视觉-语言-行动模型（VLA）。”大摩指出，视觉数据已成为AI训练中最稀缺、最具战略价值的资源。大摩通过一个生动的比喻阐明视觉数据的价值：一条600磅的蓝鳍金枪鱼在远离海岸的地方游弋，若没有渔船和渔具，其价值为零；但若具备捕捞能力，其价值可能高达310万美元。同理，世界的视觉数据若无法被捕获和处理，其价值也为零；但若能大规模收集并处理海量数据，则其价值将不可估量。特斯拉：转向“纯视觉”训练2025年5月，特斯拉前Optimus负责人发布了一系列视频，展示Optimus通过人类视频学习自主完成任务。这些视频以第一人称视角(摄像头位于演示者身上)拍摄，但最终目标是转向通过“随机摄像头”和互联网视频获取的第三人称视角。“特斯拉据称将转向‘纯视觉’方法预训练Optimus，不再使用穿戴动作捕捉服与VR的遥操作员，改为录制工人执行任务的视频作为训练数据。”这一转变标志着特斯拉在训练范式上的重大调整，凸显出视觉数据在机器人行为模仿与泛化能力中的核心作用。该行预计，未来视觉数据将不仅用于训练模型，更将用于构建“机器人训练健身房”（模拟环境），从而在数字世界中迭代数十亿种场景。特斯拉车主在驾驶时不仅在物理空间中移动，也在“玩电子游戏”，向模拟世界输送数据以训练最新FSD模型；Meta眼镜用户在教模型如何弹钢琴、织毛衣、倒咖啡或倒垃圾。大摩强调，视觉数据是训练下一代AI模型的核心资源，其价值正在被重新定义。特斯拉、Meta和Figure AI等公司通过不同的路径推进数据收集战略，从车辆、眼镜到房地产，无一不在争夺这场“光子竞赛”的领先地位。","news_type":1,"symbols_score_info":{"TSLA":1.5,"TSLL":1.5,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":482088025342208,"gmtCreate":1758726046717,"gmtModify":1758726400763,"author":{"id":"3457088314411322","authorId":"3457088314411322","name":"AlanLan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3457088314411322","authorIdStr":"3457088314411322"},"themes":[],"htmlText":"71-","listText":"71-","text":"71-","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482088025342208","repostId":"2569772943","repostType":2,"repost":{"id":"2569772943","kind":"news","pubTimestamp":1758706658,"share":"https://www.laohu8.com/m/news/2569772943?lang=&edition=full","pubTime":"2025-09-24 17:37","market":"us","language":"zh","title":"大摩：视觉数据决定AI未来，特斯拉(TSLA.US)站上“光子竞赛”前沿","url":"https://stock-news.laohu8.com/highlight/detail?id=2569772943","media":"智通财经","summary":"智通财经APP获悉，摩根士丹利在最新研报指出，随着多家企业将资源和注意力转向物理/具身AI与机器人技术，一场针对现实世界视觉数据的“光子竞赛”正在悄然爆发。在这一背景下，该行给予特斯拉“增持”评级，目标价410美元。大摩指出，视觉数据已成为AI训练中最稀缺、最具战略价值的资源。特斯拉、Meta和Figure AI等公司通过不同的路径推进数据收集战略，从车辆、眼镜到房地产，无一不在争夺这场“光子竞赛”的领先地位。","content":"<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>在最新研报指出，随着多家企业将资源和注意力转向物理/具身AI与机器人技术，一场针对现实世界视觉数据的“光子竞赛”正在悄然爆发。在这一背景下，该行给予<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>“增持”评级，目标价410美元。</p><p>特斯拉、<a href=\"https://laohu8.com/S/META\">Meta</a>和Figure AI等公司正通过不同路径积极布局视觉数据的收集与利用。该行强调：“你可以拥有世界上所有的计算资源，但若没有视觉数据，就无法训练视觉-语言-行动模型（VLA）。”大摩指出，视觉数据已成为AI训练中最稀缺、最具战略价值的资源。</p><p>大摩通过一个生动的比喻阐明视觉数据的价值：一条600磅的蓝鳍金枪鱼在远离海岸的地方游弋，若没有渔船和渔具，其价值为零；但若具备捕捞能力，其价值可能高达310万美元。同理，世界的视觉数据若无法被捕获和处理，其价值也为零；但若能大规模收集并处理<a href=\"https://laohu8.com/S/603138\">海量数据</a>，则其价值将不可估量。</p><p><strong>特斯拉：转向“纯视觉”训练</strong></p><p>2025年5月，特斯拉前Optimus负责人发布了一系列视频，展示Optimus通过人类视频学习自主完成任务。这些视频以第一人称视角(摄像头位于演示者身上)拍摄，但最终目标是转向通过“随机摄像头”和互联网视频获取的第三人称视角。</p><p>“特斯拉据称将转向‘纯视觉’方法预训练Optimus，不再使用穿戴动作捕捉服与VR的遥操作员，改为录制工人执行任务的视频作为训练数据。”</p><p>这一转变标志着特斯拉在训练范式上的重大调整，凸显出视觉数据在机器人行为模仿与泛化能力中的核心作用。</p><p>该行预计，未来视觉数据将不仅用于训练模型，更将用于构建“机器人训练健身房”（模拟环境），从而在数字世界中迭代数十亿种场景。特斯拉车主在驾驶时不仅在物理空间<a href=\"https://laohu8.com/S/00941\">中移动</a>，也在“玩电子游戏”，向模拟世界输送数据以训练最新FSD模型；Meta眼镜用户在教模型如何弹钢琴、织毛衣、倒咖啡或倒垃圾。</p><p>大摩强调，视觉数据是训练下一代AI模型的核心资源，其价值正在被重新定义。特斯拉、Meta和Figure AI等公司通过不同的路径推进数据收集战略，从车辆、眼镜到房地产，无一不在争夺这场“光子竞赛”的领先地位。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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AI等公司正通过不同路径积极布局视觉数据的收集与利用。该行强调：“你可以拥有世界上所有的计算资源，但若没有视觉数据，就无法训练视觉-语言-行动模型（...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1348932.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4592":"伊斯兰概念","BK4612":"AI芯片","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU0823414478.USD":"法巴经典能源转换基金","BK4550":"红杉资本持仓","BK4588":"碎股","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","TSYW.SI":"TESLA 3xLongSG261006","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) 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