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風無心

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05-03 00:20

$英特尔(INTC)$ $INTC 20250502 21.0 CALL$ 给条活路行不行[笑哭]

02-14

卧槽，真牛啊？生生被英伟达带翻倍？？？

英伟达最新13F持仓曝光！建仓文远知行、NEBIUS，清仓SERV、SOUN、NNOX

02-11

$爱奇艺(IQ)$ 这是什么造型？射击之星？

02-07

发行价3.8，当前0.62[笑哭]

出门问问 x 华为云率先完成基于升腾云的DeepSeek-R1大模型适配

02-05

$金力永磁(06680)$ 坐了次过山车，又回归原点了…

02-05

黒公关？

异动解读 | 蔚来汽车盘中大跌5.04%,或因资金流出及被指黑公关

01-25

横批:龙腾虎跃上联:龙腾四海闹新春下联:虎啸山林财自来

01-20

这是杀币猜想吧！谁收，小米都不会收，小米发展自己的不香吗，非要去接烂摊子？而且小米应该本身就持有蔚来股份

01-20

$知行汽车科技(01274)$ ？今日行情结束了？

01-18

$Rivian Automotive, Inc.(RIVN)$ [捂脸] 看到的都是利好，为什么走成这样…

2024-12-19

最后一句话才是重点，放弃激光雷达，可以降低成本[微笑]

小鹏放弃激光雷达，连改款SUV的也拆掉了

2024-12-12

$小菜园(00999)$ 兄弟们加把劲，让**华泰发行失败[呆住]

2024-12-10

下跌理由千千万，总有一款适合你…

异动解读 | 小鹏汽车夜盘暴跌5%,疑新车型缺失激光雷达引发市场担忧

2024-12-10

盘前13.4卖出了小鹏，半夜睡醒一看，腿怎么肿了呢…

2024-12-07

那些目标 [笑哭]最难受的应该是年初立的flag，今年翻倍 [难过]直到现在发现回本都难 [流泪]

2024-11-29

如果说魏晓丽三者里面谁先倒下，我觉得是蔚来，除非一直有人源源不断给他输血，不然他早晚把自己玩死

2024-11-21

$能链智电(NAAS)$ 这家伙彻底进入妖股行列

2024-11-20

$小鹏汽车(XPEV)$ 真难，怎么也猜不到资本的动向$蔚来(NIO)$

去老虎APP查看更多动态

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class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-02-14 19:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月14日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>最新13F持仓曝光，相关持仓股盘前集体异动！<a href=\"https://laohu8.com/S/WRD\">文远知行</a>一度飙涨120%，<a href=\"https://laohu8.com/S/NBIS\">Nebius</a>涨超10%，获英伟达建仓买入；<a href=\"https://laohu8.com/S/SERV\">Serve Robotics</a>暴跌近40%，<a href=\"https://laohu8.com/S/SOUN\">Soundhound AI</a>大跌近20%，<a href=\"https://laohu8.com/S/NNOX\">Nano-X Imaging</a>跌超7%，遭英伟达清仓卖出。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bdded0bebe7537abdd91b4a9bcba055f\" title=\"\" tg-width=\"1872\" tg-height=\"423\"/></p><p class=\"t-img-caption\"><img 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这是什么造型？射击之星？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402174280733104","isVote":1,"tweetType":1,"viewCount":1656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":401075113935504,"gmtCreate":1738925972986,"gmtModify":1738925974957,"author":{"id":"4186663552253342","authorId":"4186663552253342","name":"風無心","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4186663552253342","authorIdStr":"4186663552253342"},"themes":[],"htmlText":"发行价3.8，当前0.62[笑哭]&nbsp;&nbsp;","listText":"发行价3.8，当前0.62[笑哭]&nbsp;&nbsp;","text":"发行价3.8，当前0.62[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/401075113935504","repostId":"2509608750","repostType":2,"repost":{"id":"2509608750","kind":"news","pubTimestamp":1738900260,"share":"https://www.laohu8.com/m/news/2509608750?lang=&edition=full","pubTime":"2025-02-07 11:51","market":"sg","language":"zh","title":"出门问问 x 华为云率先完成基于升腾云的DeepSeek-R1大模型适配","url":"https://stock-news.laohu8.com/highlight/detail?id=2509608750","media":"市场资讯","summary":"　　“AIGC第一股”出门问问率先完成与深度求索最新推理大模型DeepSeek-R1的深度适配，并将其先进能力融于公司旗下全线AIGC产品，旨在为用户带来更智能、更便捷的产品体验。　　近日，出门问问联合华为云上线基于升腾云的DeepSeek-R1服务，为用户带来全新的智能体验。　　出门问问此次联合华为云，推出基于升腾云的DeepSeek推理服务，可谓国产技术在AIGC领域的一次深度融合与创新实践。","content":"<html><body><div>\n<p cms-style=\"font-L\">　　<span>来源：<a href=\"https://laohu8.com/S/02438\">出门问问</a>AIGC</span></p>\n<p cms-style=\"font-L\">　　“AIGC第一股”出门问问率先完成与深度求索（DeepSeek）最新推理大模型DeepSeek-R1的深度适配，并将其先进能力融于公司旗下全线AIGC产品，旨在为用户带来更智能、更便捷的产品体验。</p>\n<p cms-style=\"font-L\">　　近日，出门问问联合华为云上线基于升腾云的DeepSeek-R1服务，为用户带来全新的智能体验。华为云升腾云服务的强大算力与DeepSeek的先进模型能力，为出门问问包括<font cms-style=\"font-L strong-Bold\">‘元创岛’、‘奇妙问’、‘奇妙元’（海外版 LivGen）、‘魔音工坊’（海外版 DupDub）</font>在内的多款产品，注入了新的活力。</p>\n<p cms-style=\"font-L strong-Bold\">　　<strong><font cms-style=\"font-L strong-Bold color210\">全线产品持续升级</font></strong></p>\n<p cms-style=\"font-L\">　　DeepSeek-R1以较低的成本比肩OpenAI开发的o1的性能，尤其擅长数学、代码和自然语言推理等复杂任务，正快速平替OpenAI、Meta、Google的模型，有望大幅降低AI应用成本，利好AI应用落地，被公认为是目前“最先进的大语言模型”之一。</p>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L strong-Bold\">通过与华为云基于升腾云的DeepSeek-R1大模型深度融合，出门问问的AIGC产品将更加精准地理解用户意图、提升创作效率，为用户带来更加极致的产品体验</font><font cms-style=\"font-L strong-Bold\">。</font></p>\n<ul cms-style=\"ul\">\n<li cms-style=\"li\">\n<p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">‘</font><font cms-style=\"font-L strong-Bold\">元创岛</font><font cms-style=\"font-L strong-Bold\">’：</font>‘元创岛’在内容创作方面实现了质的飞跃，变得更加高效和智能。此后，用户可以更加快速地生成高质量的视频创作内容，无论是创意构思还是实际产出，都得到了极大提升。</p>\n</li>\n<li cms-style=\"li\">\n<p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">‘</font><font cms-style=\"font-L strong-Bold\">奇妙问</font><font cms-style=\"font-L strong-Bold\">’：</font>‘奇妙问’的问答功能得到了进一步优化。它能够更准确地理解用户提出的问题，提供更加精准、详细的答案，满足用户在学习、工作、生活等各个方面的知识需求，成为用户身边智能、贴心的问答助手。</p>\n</li>\n<li cms-style=\"li\">\n<p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">‘</font><font cms-style=\"font-L strong-Bold\">奇妙元 </font><font cms-style=\"font-L strong-Bold\">’：</font>‘奇妙元’的“奇妙助手”功能得到进一步升级，用户在使用“奇妙助手”进行创意构思、知识整理时，能够享受到更加便捷、高效的体验。</p>\n</li>\n<li cms-style=\"li\">\n<p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">‘</font><font cms-style=\"font-L strong-Bold\">魔音</font><font cms-style=\"font-L strong-Bold\">工坊</font><font cms-style=\"font-L strong-Bold\">’：</font>‘魔音工坊’如虎添翼，带来了进一步探索更高效内容生产的可能性，为创作者们提供了强大的技术支持。</p>\n</li>\n</ul>\n<p cms-style=\"font-L\">　　与此同时，出门问问的海外产品也同步发力：</p>\n<ul cms-style=\"ul\">\n<li cms-style=\"li\">\n<p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">‘DupDub’：</font>‘DupDub’的“AI writing”功能已全面更新，真正做到更懂用户<font cms-style=\"font-L strong-Bold\">，</font>有效提升了创作者的内容生产效率。</p>\n</li>\n<li cms-style=\"li\">\n<p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">‘</font><font cms-style=\"font-L strong-Bold\">L</font><font cms-style=\"font-L strong-Bold\">i</font><font cms-style=\"font-L strong-Bold\">vG</font><font cms-style=\"font-L strong-Bold\">en</font><font cms-style=\"font-L strong-Bold\">’</font>：‘LivGen’的“一键成片”、“内容生成”和“智能交互”等功能得到了进一步增强，帮助用户更加轻松地制作出高质量、富有创意的视频内容。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/59/w550h309/20250207/4f8c-71cc65fb7fc5c4f029b44bccd0dc8aaa.jpg\"/><span></span></div>\n</li>\n</ul>\n<p cms-style=\"font-L strong-Bold\">　　<strong><font cms-style=\"font-L strong-Bold color210\">探索技术与产品创新边界</font></strong></p>\n<p cms-style=\"font-L\">　　出门问问此次联合华为云，推出基于升腾云的DeepSeek推理服务，可谓国产技术在AIGC领域的一次深度融合与创新实践。华为云升腾云提供的强大算力，为DeepSeek推理服务的高效运行提供了坚实保障；而出门问问丰富的产品矩阵和对AIGC的深刻理解，也为DeepSeek推理服务的应用提供了广阔的场景。</p>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L strong-Bold\"><font cms-style=\"font-L strong-Bold\">三者结合不仅为用户带来了更智能、更便捷的产品体验，也为整个行业树立了新的标杆。</font></font><font cms-style=\"font-L\">这意味着，<font cms-style=\"font-L strong-Bold\">AI公司的成本可以大幅降低</font>，小成本规模的公司也得以加速发展。<font cms-style=\"font-L strong-Bold\">中国本土AI公司的创新能力彰显</font>，带来探索AI应用的新机会与想象力，<font cms-style=\"font-L strong-Bold\">真正的AI应用公司将迎来更大前景。</font></font></p>\n<p cms-style=\"font-L\">　　未来，出门问问将借助生态伙伴的力量，在技术和产品方向持续发力，迭代升级，包括：</p>\n<ul cms-style=\"ul\">\n<li cms-style=\"li\">\n<p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">优化</font><font cms-style=\"font-L strong-Bold\">大模型</font> ：出门问问将对大模型进行持续优化，提升其在自然语言处理、语音交互、计算机视觉等领域的性能，为用户提供更精准、更智能的服务。例如，在AI文案创作方面，能够进一步探索更高效内容生产的可能性，为创作者们提供了强大的技术支持。</p>\n</li>\n<li cms-style=\"li\">\n<p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">多模态融合</font> ：随着技术的发展，多模态交互将成为未来人工智能的重要趋势。出门问问将与生态伙伴携手在多模态融合方面进行深入研究和应用开发，使人工智能系统能够同时处理和理解多种模态的信息，如文本、图像、语音等，为用户提供更加自然、便捷的交互体验。</p>\n</li>\n<li cms-style=\"li\">\n<p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">产品</font><font cms-style=\"font-L strong-Bold\">性能提升</font> ：出门问问将不断融合先进技术，实现产品功能的增强和体验的提升。例如，‘元创岛’的内容创作能力将更加强大，能够生成更加丰富、多样化的创意内容；‘奇妙问’的问答功能将更加智能，能够回答更复杂、更专业的问题。</p>\n</li>\n<li cms-style=\"li\">\n<p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">创新</font><font cms-style=\"font-L strong-Bold\">产品</font><font cms-style=\"font-L strong-Bold\">研发</font>：借助生态伙伴的力量，出门问问将推出更多创新产品。例如，结合华为云升腾云服务的算力优势和DeepSeek模型的性能，开发出更智能、更高效的智能助手产品，为用户提供全方位的生活和工作辅助；在智能硬件方面，推出具有更强大AI功能的智能设备，为用户带来更加便捷的智能生活体验。</p>\n</li>\n</ul>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：王进和 </p>\n</div></body></html>","source":"sina","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\" content=\"telephone=no,email=no,address=no\" />\n<title>出门问问 x 华为云率先完成基于升腾云的DeepSeek-R1大模型适配</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n出门问问 x 华为云率先完成基于升腾云的DeepSeek-R1大模型适配\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-07 11:51 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/china/gncj/2025-02-07/doc-ineirsei0168314.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：出门问问AIGC\n　　“AIGC第一股”出门问问率先完成与深度求索（DeepSeek）最新推理大模型DeepSeek-R1的深度适配，并将其先进能力融于公司旗下全线AIGC产品，旨在为用户带来更智能、更便捷的产品体验。\n　　近日，出门问问联合华为云上线基于升腾云的DeepSeek-R1服务，为用户带来全新的智能体验。华为云升腾云服务的强大算力与DeepSeek的先进模型能力，为出门问问包括‘...</p>\n\n<a href=\"https://finance.sina.com.cn/china/gncj/2025-02-07/doc-ineirsei0168314.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"02438":"出门问问"},"source_url":"https://finance.sina.com.cn/china/gncj/2025-02-07/doc-ineirsei0168314.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2509608750","content_text":"来源：出门问问AIGC\n　　“AIGC第一股”出门问问率先完成与深度求索（DeepSeek）最新推理大模型DeepSeek-R1的深度适配，并将其先进能力融于公司旗下全线AIGC产品，旨在为用户带来更智能、更便捷的产品体验。\n　　近日，出门问问联合华为云上线基于升腾云的DeepSeek-R1服务，为用户带来全新的智能体验。华为云升腾云服务的强大算力与DeepSeek的先进模型能力，为出门问问包括‘元创岛’、‘奇妙问’、‘奇妙元’（海外版 LivGen）、‘魔音工坊’（海外版 DupDub）在内的多款产品，注入了新的活力。\n　　全线产品持续升级\n　　DeepSeek-R1以较低的成本比肩OpenAI开发的o1的性能，尤其擅长数学、代码和自然语言推理等复杂任务，正快速平替OpenAI、Meta、Google的模型，有望大幅降低AI应用成本，利好AI应用落地，被公认为是目前“最先进的大语言模型”之一。\n　　通过与华为云基于升腾云的DeepSeek-R1大模型深度融合，出门问问的AIGC产品将更加精准地理解用户意图、提升创作效率，为用户带来更加极致的产品体验。\n\n\n‘元创岛’：‘元创岛’在内容创作方面实现了质的飞跃，变得更加高效和智能。此后，用户可以更加快速地生成高质量的视频创作内容，无论是创意构思还是实际产出，都得到了极大提升。\n\n\n‘奇妙问’：‘奇妙问’的问答功能得到了进一步优化。它能够更准确地理解用户提出的问题，提供更加精准、详细的答案，满足用户在学习、工作、生活等各个方面的知识需求，成为用户身边智能、贴心的问答助手。\n\n\n‘奇妙元 ’：‘奇妙元’的“奇妙助手”功能得到进一步升级，用户在使用“奇妙助手”进行创意构思、知识整理时，能够享受到更加便捷、高效的体验。\n\n\n‘魔音工坊’：‘魔音工坊’如虎添翼，带来了进一步探索更高效内容生产的可能性，为创作者们提供了强大的技术支持。\n\n\n　　与此同时，出门问问的海外产品也同步发力：\n\n\n‘DupDub’：‘DupDub’的“AI writing”功能已全面更新，真正做到更懂用户，有效提升了创作者的内容生产效率。\n\n\n‘LivGen’：‘LivGen’的“一键成片”、“内容生成”和“智能交互”等功能得到了进一步增强，帮助用户更加轻松地制作出高质量、富有创意的视频内容。\n\n\n\n　　探索技术与产品创新边界\n　　出门问问此次联合华为云，推出基于升腾云的DeepSeek推理服务，可谓国产技术在AIGC领域的一次深度融合与创新实践。华为云升腾云提供的强大算力，为DeepSeek推理服务的高效运行提供了坚实保障；而出门问问丰富的产品矩阵和对AIGC的深刻理解，也为DeepSeek推理服务的应用提供了广阔的场景。\n　　三者结合不仅为用户带来了更智能、更便捷的产品体验，也为整个行业树立了新的标杆。这意味着，AI公司的成本可以大幅降低，小成本规模的公司也得以加速发展。中国本土AI公司的创新能力彰显，带来探索AI应用的新机会与想象力，真正的AI应用公司将迎来更大前景。\n　　未来，出门问问将借助生态伙伴的力量，在技术和产品方向持续发力，迭代升级，包括：\n\n\n优化大模型 ：出门问问将对大模型进行持续优化，提升其在自然语言处理、语音交互、计算机视觉等领域的性能，为用户提供更精准、更智能的服务。例如，在AI文案创作方面，能够进一步探索更高效内容生产的可能性，为创作者们提供了强大的技术支持。\n\n\n多模态融合 ：随着技术的发展，多模态交互将成为未来人工智能的重要趋势。出门问问将与生态伙伴携手在多模态融合方面进行深入研究和应用开发，使人工智能系统能够同时处理和理解多种模态的信息，如文本、图像、语音等，为用户提供更加自然、便捷的交互体验。\n\n\n产品性能提升 ：出门问问将不断融合先进技术，实现产品功能的增强和体验的提升。例如，‘元创岛’的内容创作能力将更加强大，能够生成更加丰富、多样化的创意内容；‘奇妙问’的问答功能将更加智能，能够回答更复杂、更专业的问题。\n\n\n创新产品研发：借助生态伙伴的力量，出门问问将推出更多创新产品。例如，结合华为云升腾云服务的算力优势和DeepSeek模型的性能，开发出更智能、更高效的智能助手产品，为用户提供全方位的生活和工作辅助；在智能硬件方面，推出具有更强大AI功能的智能设备，为用户带来更加便捷的智能生活体验。\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王进和","news_type":1},"isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400262465343896,"gmtCreate":1738738770942,"gmtModify":1738738773058,"author":{"id":"4186663552253342","authorId":"4186663552253342","name":"風無心","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4186663552253342","authorIdStr":"4186663552253342"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06680\">$金力永磁(06680)$ </a> 坐了次过山车，又回归原点了…","listText":"<a href=\"https://laohu8.com/S/06680\">$金力永磁(06680)$ </a> 坐了次过山车，又回归原点了…","text":"$金力永磁(06680)$ 坐了次过山车，又回归原点了…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400262465343896","isVote":1,"tweetType":1,"viewCount":1027,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400177128067664,"gmtCreate":1738722333781,"gmtModify":1738722335960,"author":{"id":"4186663552253342","authorId":"4186663552253342","name":"風無心","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4186663552253342","authorIdStr":"4186663552253342"},"themes":[],"htmlText":"黒公关？","listText":"黒公关？","text":"黒公关？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400177128067664","repostId":"1172891815","repostType":2,"repost":{"id":"1172891815","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1738721317,"share":"https://www.laohu8.com/m/news/1172891815?lang=&edition=full","pubTime":"2025-02-05 10:08","market":"us","language":"zh","title":"异动解读 | 蔚来汽车盘中大跌5.04%,或因资金流出及被指黑公关","url":"https://stock-news.laohu8.com/highlight/detail?id=1172891815","media":"异动解读","summary":"今日蔚来汽车盘中股价大跌5.04%,引发市场广泛关注。分析认为,引发这一下跌或有以下主要原因:\n\n一是近期蔚来汽车存在资金净流出的问题。有统计显示,其近5日资金净流出达3000万元,其中大资金净流出1000万元,导致基金抛售股票。这一资金流出或加剧了股价下跌压力。\n\n另一方面,蔚来汽车遭遇了\"黑公关\"质疑。蔚来方面称,近期发现一批疑似黑公关和网络水军账号对蔚来及其子品牌乐道进行污蔑,在网上发布各种负面言论。蔚来表示,将对这些账号采取法律措施。因此,蔚来被黑公关事件或也影响了该股走势。","content":"<p>今日蔚来汽车盘中股价大跌5.04%,引发市场广泛关注。分析认为,引发这一下跌或有以下主要原因:</p>\n\n<p>一是近期蔚来汽车存在资金净流出的问题。有统计显示,其近5日资金净流出达3000万元,其中大资金净流出1000万元,导致基金抛售股票。这一资金流出或加剧了股价下跌压力。</p>\n\n<p>另一方面,蔚来汽车遭遇了\"黑公关\"质疑。蔚来方面称,近期发现一批疑似黑公关和网络水军账号对蔚来及其子品牌乐道进行污蔑,在网上发布各种负面言论。蔚来表示,将对这些账号采取法律措施。因此,蔚来被黑公关事件或也影响了该股走势。</p>","source":"ai_movement_cn","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\" content=\"telephone=no,email=no,address=no\" />\n<title>异动解读 | 蔚来汽车盘中大跌5.04%,或因资金流出及被指黑公关</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ 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padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n异动解读 | 蔚来汽车盘中大跌5.04%,或因资金流出及被指黑公关\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-02-05 10:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>今日蔚来汽车盘中股价大跌5.04%,引发市场广泛关注。分析认为,引发这一下跌或有以下主要原因:</p>\n\n<p>一是近期蔚来汽车存在资金净流出的问题。有统计显示,其近5日资金净流出达3000万元,其中大资金净流出1000万元,导致基金抛售股票。这一资金流出或加剧了股价下跌压力。</p>\n\n<p>另一方面,蔚来汽车遭遇了\"黑公关\"质疑。蔚来方面称,近期发现一批疑似黑公关和网络水军账号对蔚来及其子品牌乐道进行污蔑,在网上发布各种负面言论。蔚来表示,将对这些账号采取法律措施。因此,蔚来被黑公关事件或也影响了该股走势。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09866":"蔚来-SW"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172891815","content_text":"今日蔚来汽车盘中股价大跌5.04%,引发市场广泛关注。分析认为,引发这一下跌或有以下主要原因:\n一是近期蔚来汽车存在资金净流出的问题。有统计显示,其近5日资金净流出达3000万元,其中大资金净流出1000万元,导致基金抛售股票。这一资金流出或加剧了股价下跌压力。\n另一方面,蔚来汽车遭遇了\"黑公关\"质疑。蔚来方面称,近期发现一批疑似黑公关和网络水军账号对蔚来及其子品牌乐道进行污蔑,在网上发布各种负面言论。蔚来表示,将对这些账号采取法律措施。因此,蔚来被黑公关事件或也影响了该股走势。","news_type":1},"isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":396151628644944,"gmtCreate":1737739545836,"gmtModify":1737739548346,"author":{"id":"4186663552253342","authorId":"4186663552253342","name":"風無心","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4186663552253342","authorIdStr":"4186663552253342"},"themes":[],"htmlText":"横批:龙腾虎跃 上联:龙腾四海闹新春 下联:虎啸山林财自来","listText":"横批:龙腾虎跃 上联:龙腾四海闹新春 下联:虎啸山林财自来","text":"横批:龙腾虎跃 上联:龙腾四海闹新春 下联:虎啸山林财自来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/396151628644944","isVote":1,"tweetType":1,"viewCount":853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":394560141578352,"gmtCreate":1737353284141,"gmtModify":1737354802792,"author":{"id":"4186663552253342","authorId":"4186663552253342","name":"風無心","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4186663552253342","authorIdStr":"4186663552253342"},"themes":[],"htmlText":"这是杀币猜想吧！谁收，小米都不会收，小米发展自己的不香吗，非要去接烂摊子？而且小米应该本身就持有蔚来股份","listText":"这是杀币猜想吧！谁收，小米都不会收，小米发展自己的不香吗，非要去接烂摊子？而且小米应该本身就持有蔚来股份","text":"这是杀币猜想吧！谁收，小米都不会收，小米发展自己的不香吗，非要去接烂摊子？而且小米应该本身就持有蔚来股份","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/394560141578352","isVote":1,"tweetType":1,"viewCount":1490,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3464867780819115","authorId":"3464867780819115","name":"戈仑","avatar":"https://static.tigerbbs.com/0dc4e1dec713d1cd9732c5dfdbb63386","crmLevel":8,"crmLevelSwitch":0,"idStr":"3464867780819115","authorIdStr":"3464867780819115"},"content":"现在还不合适，等蔚来只剩品牌价值时就不好说了，花个几十上百亿继续保持蔚来高端品牌形象，在加上小米的营销，还是很划算的","text":"现在还不合适，等蔚来只剩品牌价值时就不好说了，花个几十上百亿继续保持蔚来高端品牌形象，在加上小米的营销，还是很划算的","html":"现在还不合适，等蔚来只剩品牌价值时就不好说了，花个几十上百亿继续保持蔚来高端品牌形象，在加上小米的营销，还是很划算的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":394516564639936,"gmtCreate":1737342724564,"gmtModify":1737342726189,"author":{"id":"4186663552253342","authorId":"4186663552253342","name":"風無心","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4186663552253342","authorIdStr":"4186663552253342"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01274\">$知行汽车科技(01274)$&nbsp;</a><v-v data-views=\"1\"></v-v> ？今日行情结束了？","listText":"<a href=\"https://laohu8.com/S/01274\">$知行汽车科技(01274)$&nbsp;</a><v-v data-views=\"1\"></v-v> ？今日行情结束了？","text":"$知行汽车科技(01274)$ ？今日行情结束了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/394516564639936","isVote":1,"tweetType":1,"viewCount":912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393660083446160,"gmtCreate":1737148506156,"gmtModify":1737148507940,"author":{"id":"4186663552253342","authorId":"4186663552253342","name":"風無心","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4186663552253342","authorIdStr":"4186663552253342"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$&nbsp;</a>&nbsp;[捂脸]&nbsp; 看到的都是利好，为什么走成这样…","listText":"<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$&nbsp;</a>&nbsp;[捂脸]&nbsp; 看到的都是利好，为什么走成这样…","text":"$Rivian Automotive, Inc.(RIVN)$ [捂脸] 看到的都是利好，为什么走成这样…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/393660083446160","isVote":1,"tweetType":1,"viewCount":801,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383014010429672,"gmtCreate":1734538513543,"gmtModify":1734538515431,"author":{"id":"4186663552253342","authorId":"4186663552253342","name":"風無心","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4186663552253342","authorIdStr":"4186663552253342"},"themes":[],"htmlText":"最后一句话才是重点，放弃激光雷达，可以降低成本[微笑]&nbsp;&nbsp;","listText":"最后一句话才是重点，放弃激光雷达，可以降低成本[微笑]&nbsp;&nbsp;","text":"最后一句话才是重点，放弃激光雷达，可以降低成本[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383014010429672","repostId":"2492924942","repostType":2,"repost":{"id":"2492924942","kind":"news","pubTimestamp":1734500607,"share":"https://www.laohu8.com/m/news/2492924942?lang=&edition=full","pubTime":"2024-12-18 13:43","market":"hk","language":"zh","title":"小鹏放弃激光雷达，连改款SUV的也拆掉了","url":"https://stock-news.laohu8.com/highlight/detail?id=2492924942","media":"智能车参考","summary":"小鹏再次“背叛”激光雷达。除了外观改款升级，从照片的前脸来看，原本激光雷达的位置空空如也。接连几款重磅新车都去掉了激光雷达，也许小鹏之后的改款新车，都会是纯视觉了。小鹏改款要去激光雷达这个月，工信部公示了一批新申报车型，小鹏赫然在列。小鹏申报的是两款SUV的大改款，一款是22年上市的G9。并且激光雷达具有较高的穿透性，能够在夜间，以及雨雪、雾霾等极端天气下工作。","content":"<html><body><p>小鹏<strong>再次“背叛”</strong>激光雷达。</p><p>这个月工信部发布的新车公告里，小鹏申报了两辆改款SUV——<strong>G6</strong>和<strong>G9</strong>。</p><p>除了外观改款升级，从照片的前脸来看，原本激光雷达的位置空空如也。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>和MONA M03、P7+一样，G6和G9将采用<strong>AI鹰眼纯视觉智驾方案</strong>。</p><p>接连几款重磅新车都去掉了激光雷达，也许小鹏之后的改款新车，都会是纯视觉了。</p><p>小鹏改款要去激光雷达</p><p>这个月，工信部公示了一批新申报车型，<strong>小鹏</strong>赫然在列。</p><p>小鹏申报的是<strong>两款SUV</strong>的大改款，一款是22年上市的<strong>G9</strong>。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>外观构造上没有明显大改，只是把下格栅从点阵式换成了横条式，轮毂也重新设计，还可以选择双色车身。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>动力方面，提供了两驱和四驱两种动力规格，两驱电机峰值功率258kW，四驱前后轮峰值功率分别是165kW和258kW。</p><p>电池不再是三元锂电池组，配备的是<a href=\"https://laohu8.com/S/03931\">中创新航</a>的<strong>磷酸铁锂电池</strong>。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>另一款是23年上市的G6，比起G9而言外观改变更多。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>前脸灯从分体式的灯条改为一体式，车标上移，去掉了黑色轮眉。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>尾部采用小鸭尾造型，并且取消了尾翼选装，新增了两种轮毂可供选择。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>动力方面，依然是峰值功率218kW的电机；电池同样换成了<strong>磷酸铁锂</strong>。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>有没有发现，从两辆改款车的前脸照片来看，<strong>激光雷达消失了</strong>，公告显示的配置中，也没有提到激光雷达的名字。</p><p>看样子，继MONA M03和P7+两大纯视觉爆款之后，小鹏的天平越来越向<strong>纯视觉</strong>倾斜。</p><p>G6和G9拆掉激光雷达，可能也会用自研的<strong>AI鹰眼纯视觉方案</strong>代替。</p><p>关于小鹏的去激光雷达方案，我们之前讲过，现在再来回顾一下。</p><p>硬件方面，小鹏的AI鹰眼纯视觉，采用的是<strong>LOFIC技术</strong>架构，全称叫做<strong>横向溢出集成电容器</strong>，配备前视双目摄像头和后视摄像头，以<strong>人眼感知距</strong><strong>离</strong>的方式，利用视差计算障碍物深度距离。</p><p>简单来说，就是摄像头捕捉画面的一个像素，本质上就是<strong>“光信息的容器”</strong>，容器装载的光越“多”，画面就会更亮、信息更丰富。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>而LOFIC传感器，就是让同样感光条件下的像素点，可以承载更高的光信息，特别是波峰波谷变化剧烈的超大光比场景。</p><p>我们也可以理解成，是在像素阱的旁边多挖了一个“坑”，让环境光信息的容量进一步扩大，这样可以把真实场景中的明暗交替，尽可能还原成视觉信号，从而输入到感知模型中。</p><p>小鹏曾经介绍过，LOFIC技术可以增强摄像头精度、可视距离升级，鹰眼方案的色彩分辨能力，在<strong>弱光、逆光、大光</strong>差等环境都能看得清晰。</p><p>感知范围上，据称AI鹰眼的视觉感知范围，可以超过1.8个足球场大小，可视觉感知前向180m的物体，感知距离较上一代提升了125%。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>AI鹰眼视觉方案对视觉信息的利用效率，比上一代提升了<strong>8倍</strong>，可以将算力释放<strong>20%</strong>，用于提升大模型容量和参数量。视觉信息无需信息转化，直接在神经网络中作为输入。</p><p>因此，延时可以减少100ms，感知规控更加灵敏，直接输出可通行空间，路径规划信息更直接，反应更快。</p><p><strong>MONA M03和P7+</strong>，都采用了鹰眼系统：</p><p>MONA M03的MAX版本，是小鹏全新纯视觉的完全体方案，双OrinX 508TOPS，有2个毫米波雷达、12个超声波雷达、7个为辅助驾驶服务的摄像头，以及4个360高清环视摄像头。</p><p>P7+标配双Orin-X芯片，算力达到508TOPS，包含摄像头11个、12个超声波雷达、3个毫米波雷达，一共是26个感应元件。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>想要实现纯视觉，就绕不开大规模的数据做支撑。</p><p>算法端，小鹏目前的端到端，采用了<strong>车端+云端大模型</strong>的方式。</p><p>车端模型就是<strong>XNGP</strong>，真正大幅提升体验的关键是云端大模型。</p><p>路线上与OpenAI一致，遵循尺度定律，提升模型大小、数据大小、增加训练计算量，让模型性能提升。</p><p>目前小鹏云端大模型参数量是车端的80倍——搭配的算力是10EFLOPS（2025年）。</p><p>小鹏开始转向纯视觉的动作，也许比我们想象得早很多。</p><p>转向纯视觉，小鹏早有准备</p><p>小鹏走向纯视觉，有点意外，但也没那么意外。</p><p>说意外，主要是因为小鹏原本是“第一个吃螃蟹的”——最早让激光雷达量产上车，现在又说要去激光雷达了。</p><p>说没那么意外，是因为小鹏对激光雷达并非是全然坚定，甚至可以说，对<strong>去激光雷达</strong>早有准备。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>2021年，小鹏发布P5，激光雷达率先上车，但当时何小鹏也说过，“并不认为激光雷达是<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>汽车杀手级的硬件”。</p><p>在他看来，如果从<strong>感知</strong>的角度来看，<strong>摄像头</strong>更重要，激光雷达的作用就是提高安全性。</p><p>P5之后的P7i、G6、G9、X9等车型，都装上了激光雷达。</p><p>不过激光雷达的位置，并不像其他车企一样装在“脑门”上，小鹏的激光雷达是在车头位置，车灯以下，左右各一颗。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>如果去掉激光雷达，其实对于外形和结构来说影响很小。</p><p>这样看来，或许小鹏去掉激光雷达是早有“预谋”。</p><p>其实对于行业而言，去激光雷达似乎隐隐形成一种趋势，除小鹏以外，有更多的玩家也开始选择去激光雷达方案。</p><p><strong>极越</strong>不用多说，本身就是首个开始纯视觉+端到端的玩家。</p><p>之后<strong>华为</strong>推出了<strong>ADS SE</strong>，作为其高阶智驾的普惠版，已经上车智界S7和深蓝S07，可实现高速NOA和智能泊车。</p><p>还有<strong><a href=\"https://laohu8.com/S/NIO\">蔚来</a></strong>的子品牌<strong>乐道</strong>，也加入纯视觉战队，没装激光雷达。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>纯视觉已不再是一条“非主流”之路。</p><p>但究竟要不要去激光雷达，目前还是一个备受争议的话题。</p><p>有人认为不该摘掉，主要是出于安全考虑，认为激光雷达可以提供必要的<strong>安全冗余</strong>。</p><p><strong>李斌</strong>之前也说过，激光雷达相当于<strong>安全气囊</strong>，主要是为极限场景兜底。</p><p>并且激光雷达具有较高的穿透性，能够在夜间，以及雨雪、雾霾等极端天气下工作。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>但也有人认为，纯视觉才最有效，最典型的当然是激光雷达头号黑粉<strong>马斯克</strong>，他认为：</p><p>在复杂的道路驾驶环境中，模拟生物神经网络和眼睛的视觉系统，才是最为有效的方式。</p><p>随着视觉技术发展、摄像头识别能力提升，纯视觉的识别准确率与激光雷达相近。</p><p>而面对某些极端天气条件，视觉识别技术结合其他传感器，可通过多源数据融合和算法优化，在不同天气条件下更好地适应环境变化。</p><p>当然还有一个最关键的优势，就是很大程度上降低成本，对消费者来说，价格也会相对更具优势。</p><p>你觉得呢？</p></body></html>","source":"ifeng_tech","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\" content=\"telephone=no,email=no,address=no\" />\n<title>小鹏放弃激光雷达，连改款SUV的也拆掉了</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小鹏放弃激光雷达，连改款SUV的也拆掉了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-18 13:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8fPctUzC0vY><strong>智能车参考</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>小鹏再次“背叛”激光雷达。这个月工信部发布的新车公告里，小鹏申报了两辆改款SUV——G6和G9。除了外观改款升级，从照片的前脸来看，原本激光雷达的位置空空如也。和MONA M03、P7+一样，G6和G9将采用AI鹰眼纯视觉智驾方案。接连几款重磅新车都去掉了激光雷达，也许小鹏之后的改款新车，都会是纯视觉了。小鹏改款要去激光雷达这个月，工信部公示了一批新申报车型，小鹏赫然在列。小鹏申报的是两款SUV的...</p>\n\n<a href=\"https://tech.ifeng.com/c/8fPctUzC0vY\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK1587":"次新股","BK1539":"汽车股","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","BK4099":"汽车制造商","BK4555":"新能源车","BK4526":"热门中概股","BK1588":"回港中概股","BK1575":"同股不同权","BK4551":"寇图资本持仓","XPEV":"小鹏汽车","09868":"小鹏汽车-W","BK4505":"高瓴资本持仓","BK1610":"ETF&股票定投概念","BK1119":"汽车制造商"},"source_url":"https://tech.ifeng.com/c/8fPctUzC0vY","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2492924942","content_text":"小鹏再次“背叛”激光雷达。这个月工信部发布的新车公告里，小鹏申报了两辆改款SUV——G6和G9。除了外观改款升级，从照片的前脸来看，原本激光雷达的位置空空如也。和MONA M03、P7+一样，G6和G9将采用AI鹰眼纯视觉智驾方案。接连几款重磅新车都去掉了激光雷达，也许小鹏之后的改款新车，都会是纯视觉了。小鹏改款要去激光雷达这个月，工信部公示了一批新申报车型，小鹏赫然在列。小鹏申报的是两款SUV的大改款，一款是22年上市的G9。外观构造上没有明显大改，只是把下格栅从点阵式换成了横条式，轮毂也重新设计，还可以选择双色车身。动力方面，提供了两驱和四驱两种动力规格，两驱电机峰值功率258kW，四驱前后轮峰值功率分别是165kW和258kW。电池不再是三元锂电池组，配备的是中创新航的磷酸铁锂电池。另一款是23年上市的G6，比起G9而言外观改变更多。前脸灯从分体式的灯条改为一体式，车标上移，去掉了黑色轮眉。尾部采用小鸭尾造型，并且取消了尾翼选装，新增了两种轮毂可供选择。动力方面，依然是峰值功率218kW的电机；电池同样换成了磷酸铁锂。有没有发现，从两辆改款车的前脸照片来看，激光雷达消失了，公告显示的配置中，也没有提到激光雷达的名字。看样子，继MONA M03和P7+两大纯视觉爆款之后，小鹏的天平越来越向纯视觉倾斜。G6和G9拆掉激光雷达，可能也会用自研的AI鹰眼纯视觉方案代替。关于小鹏的去激光雷达方案，我们之前讲过，现在再来回顾一下。硬件方面，小鹏的AI鹰眼纯视觉，采用的是LOFIC技术架构，全称叫做横向溢出集成电容器，配备前视双目摄像头和后视摄像头，以人眼感知距离的方式，利用视差计算障碍物深度距离。简单来说，就是摄像头捕捉画面的一个像素，本质上就是“光信息的容器”，容器装载的光越“多”，画面就会更亮、信息更丰富。而LOFIC传感器，就是让同样感光条件下的像素点，可以承载更高的光信息，特别是波峰波谷变化剧烈的超大光比场景。我们也可以理解成，是在像素阱的旁边多挖了一个“坑”，让环境光信息的容量进一步扩大，这样可以把真实场景中的明暗交替，尽可能还原成视觉信号，从而输入到感知模型中。小鹏曾经介绍过，LOFIC技术可以增强摄像头精度、可视距离升级，鹰眼方案的色彩分辨能力，在弱光、逆光、大光差等环境都能看得清晰。感知范围上，据称AI鹰眼的视觉感知范围，可以超过1.8个足球场大小，可视觉感知前向180m的物体，感知距离较上一代提升了125%。AI鹰眼视觉方案对视觉信息的利用效率，比上一代提升了8倍，可以将算力释放20%，用于提升大模型容量和参数量。视觉信息无需信息转化，直接在神经网络中作为输入。因此，延时可以减少100ms，感知规控更加灵敏，直接输出可通行空间，路径规划信息更直接，反应更快。MONA M03和P7+，都采用了鹰眼系统：MONA M03的MAX版本，是小鹏全新纯视觉的完全体方案，双OrinX 508TOPS，有2个毫米波雷达、12个超声波雷达、7个为辅助驾驶服务的摄像头，以及4个360高清环视摄像头。P7+标配双Orin-X芯片，算力达到508TOPS，包含摄像头11个、12个超声波雷达、3个毫米波雷达，一共是26个感应元件。想要实现纯视觉，就绕不开大规模的数据做支撑。算法端，小鹏目前的端到端，采用了车端+云端大模型的方式。车端模型就是XNGP，真正大幅提升体验的关键是云端大模型。路线上与OpenAI一致，遵循尺度定律，提升模型大小、数据大小、增加训练计算量，让模型性能提升。目前小鹏云端大模型参数量是车端的80倍——搭配的算力是10EFLOPS（2025年）。小鹏开始转向纯视觉的动作，也许比我们想象得早很多。转向纯视觉，小鹏早有准备小鹏走向纯视觉，有点意外，但也没那么意外。说意外，主要是因为小鹏原本是“第一个吃螃蟹的”——最早让激光雷达量产上车，现在又说要去激光雷达了。说没那么意外，是因为小鹏对激光雷达并非是全然坚定，甚至可以说，对去激光雷达早有准备。2021年，小鹏发布P5，激光雷达率先上车，但当时何小鹏也说过，“并不认为激光雷达是智能汽车杀手级的硬件”。在他看来，如果从感知的角度来看，摄像头更重要，激光雷达的作用就是提高安全性。P5之后的P7i、G6、G9、X9等车型，都装上了激光雷达。不过激光雷达的位置，并不像其他车企一样装在“脑门”上，小鹏的激光雷达是在车头位置，车灯以下，左右各一颗。如果去掉激光雷达，其实对于外形和结构来说影响很小。这样看来，或许小鹏去掉激光雷达是早有“预谋”。其实对于行业而言，去激光雷达似乎隐隐形成一种趋势，除小鹏以外，有更多的玩家也开始选择去激光雷达方案。极越不用多说，本身就是首个开始纯视觉+端到端的玩家。之后华为推出了ADS SE，作为其高阶智驾的普惠版，已经上车智界S7和深蓝S07，可实现高速NOA和智能泊车。还有蔚来的子品牌乐道，也加入纯视觉战队，没装激光雷达。纯视觉已不再是一条“非主流”之路。但究竟要不要去激光雷达，目前还是一个备受争议的话题。有人认为不该摘掉，主要是出于安全考虑，认为激光雷达可以提供必要的安全冗余。李斌之前也说过，激光雷达相当于安全气囊，主要是为极限场景兜底。并且激光雷达具有较高的穿透性，能够在夜间，以及雨雪、雾霾等极端天气下工作。但也有人认为，纯视觉才最有效，最典型的当然是激光雷达头号黑粉马斯克，他认为：在复杂的道路驾驶环境中，模拟生物神经网络和眼睛的视觉系统，才是最为有效的方式。随着视觉技术发展、摄像头识别能力提升，纯视觉的识别准确率与激光雷达相近。而面对某些极端天气条件，视觉识别技术结合其他传感器，可通过多源数据融合和算法优化，在不同天气条件下更好地适应环境变化。当然还有一个最关键的优势，就是很大程度上降低成本，对消费者来说，价格也会相对更具优势。你觉得呢？","news_type":1},"isVote":1,"tweetType":1,"viewCount":1065,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380803862286744,"gmtCreate":1734013793104,"gmtModify":1734328027644,"author":{"id":"4186663552253342","authorId":"4186663552253342","name":"風無心","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4186663552253342","authorIdStr":"4186663552253342"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00999\">$小菜园(00999)$ </a> 兄弟们加把劲，让**华泰发行失败[呆住]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/00999\">$小菜园(00999)$ </a> 兄弟们加把劲，让**华泰发行失败[呆住]&nbsp;&nbsp;","text":"$小菜园(00999)$ 兄弟们加把劲，让**华泰发行失败[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380803862286744","isVote":1,"tweetType":1,"viewCount":801,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380092504350808,"gmtCreate":1733821307707,"gmtModify":1733821309657,"author":{"id":"4186663552253342","authorId":"4186663552253342","name":"風無心","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4186663552253342","authorIdStr":"4186663552253342"},"themes":[],"htmlText":"下跌理由千千万，总有一款适合你…","listText":"下跌理由千千万，总有一款适合你…","text":"下跌理由千千万，总有一款适合你…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380092504350808","repostId":"1178220027","repostType":2,"repost":{"id":"1178220027","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1733810699,"share":"https://www.laohu8.com/m/news/1178220027?lang=&edition=full","pubTime":"2024-12-10 14:04","market":"hk","language":"zh","title":"异动解读 | 小鹏汽车夜盘暴跌5%,疑新车型缺失激光雷达引发市场担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=1178220027","media":"异动解读","summary":"小鹏汽车收盘后在夜盘交易大幅下挫5.02%,报收34.67美元。市场分析人士指出,该公司日前向工信部提交了更新款G6和G9的产品信息,却缺失了之前高端车型配备的激光雷达选项,令外界对其激光雷达战略定位存疑,担心公司可能在智能驾驶系统上失去竞争优势。总的来说,这起新闻显然对小鹏汽车股价造成了明显的负面冲击,让投资者产生了较大忧虑。","content":"<p>小鹏汽车(XPEV)收盘后在夜盘交易大幅下挫5.02%,报收34.67美元。</p>\n\n<p>市场分析人士指出,该公司日前向工信部提交了更新款G6和G9的产品信息,却缺失了之前高端车型配备的激光雷达选项,令外界对其激光雷达战略定位存疑,担心公司可能在智能驾驶系统上失去竞争优势。</p>\n\n<p>从权威新闻机构发布的报道可见,相比G6和G9现有车型,小鹏未来推出的新车型确实已经移除了激光雷达配置,这意味着小鹏正逐步转向纯视觉智能驾驶解决方案。虽然与特斯拉采取类似路线,但也引发了一些关于成本、技术以及性能等方面的争议和质疑。</p>\n\n<p>总的来说,这起新闻显然对小鹏汽车股价造成了明显的负面冲击,让投资者产生了较大忧虑。但究竟是否能完全解释其股价如此大幅下跌,仍有待进一步观察和分析。</p>","source":"ai_movement_cn","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\" content=\"telephone=no,email=no,address=no\" />\n<title>异动解读 | 小鹏汽车夜盘暴跌5%,疑新车型缺失激光雷达引发市场担忧</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2024-12-10 14:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>小鹏汽车(XPEV)收盘后在夜盘交易大幅下挫5.02%,报收34.67美元。</p>\n\n<p>市场分析人士指出,该公司日前向工信部提交了更新款G6和G9的产品信息,却缺失了之前高端车型配备的激光雷达选项,令外界对其激光雷达战略定位存疑,担心公司可能在智能驾驶系统上失去竞争优势。</p>\n\n<p>从权威新闻机构发布的报道可见,相比G6和G9现有车型,小鹏未来推出的新车型确实已经移除了激光雷达配置,这意味着小鹏正逐步转向纯视觉智能驾驶解决方案。虽然与特斯拉采取类似路线,但也引发了一些关于成本、技术以及性能等方面的争议和质疑。</p>\n\n<p>总的来说,这起新闻显然对小鹏汽车股价造成了明显的负面冲击,让投资者产生了较大忧虑。但究竟是否能完全解释其股价如此大幅下跌,仍有待进一步观察和分析。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178220027","content_text":"小鹏汽车(XPEV)收盘后在夜盘交易大幅下挫5.02%,报收34.67美元。\n市场分析人士指出,该公司日前向工信部提交了更新款G6和G9的产品信息,却缺失了之前高端车型配备的激光雷达选项,令外界对其激光雷达战略定位存疑,担心公司可能在智能驾驶系统上失去竞争优势。\n从权威新闻机构发布的报道可见,相比G6和G9现有车型,小鹏未来推出的新车型确实已经移除了激光雷达配置,这意味着小鹏正逐步转向纯视觉智能驾驶解决方案。虽然与特斯拉采取类似路线,但也引发了一些关于成本、技术以及性能等方面的争议和质疑。\n总的来说,这起新闻显然对小鹏汽车股价造成了明显的负面冲击,让投资者产生了较大忧虑。但究竟是否能完全解释其股价如此大幅下跌,仍有待进一步观察和分析。","news_type":1},"isVote":1,"tweetType":1,"viewCount":614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":379882602258864,"gmtCreate":1733778931085,"gmtModify":1733778933288,"author":{"id":"4186663552253342","authorId":"4186663552253342","name":"風無心","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4186663552253342","authorIdStr":"4186663552253342"},"themes":[],"htmlText":"盘前13.4卖出了小鹏，半夜睡醒一看，腿怎么肿了呢…","listText":"盘前13.4卖出了小鹏，半夜睡醒一看，腿怎么肿了呢…","text":"盘前13.4卖出了小鹏，半夜睡醒一看，腿怎么肿了呢…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/379882602258864","isVote":1,"tweetType":1,"viewCount":859,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378762704146824,"gmtCreate":1733505513074,"gmtModify":1733505516261,"author":{"id":"4186663552253342","authorId":"4186663552253342","name":"風無心","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4186663552253342","authorIdStr":"4186663552253342"},"themes":[],"htmlText":"那些目标 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又在普涨，你为什么逆天而行…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/355455510548552","isVote":1,"tweetType":1,"viewCount":1910,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4184132409395572","authorId":"4184132409395572","name":"Zilch","avatar":"https://static.tigerbbs.com/5ce27ee5021d11dc1fddcc9af10373cb","crmLevel":9,"crmLevelSwitch":0,"idStr":"4184132409395572","authorIdStr":"4184132409395572"},"content":"不会还拿着这个股吧","text":"不会还拿着这个股吧","html":"不会还拿着这个股吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356118509617296,"gmtCreate":1727952604894,"gmtModify":1727952606357,"author":{"id":"4186663552253342","authorId":"4186663552253342","name":"風無心","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4186663552253342","authorIdStr":"4186663552253342"},"themes":[],"htmlText":"<a 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{color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达最新13F持仓曝光！建仓文远知行、NEBIUS，清仓SERV、SOUN、NNOX\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-02-14 19:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月14日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>最新13F持仓曝光，相关持仓股盘前集体异动！<a href=\"https://laohu8.com/S/WRD\">文远知行</a>一度飙涨120%，<a href=\"https://laohu8.com/S/NBIS\">Nebius</a>涨超10%，获英伟达建仓买入；<a href=\"https://laohu8.com/S/SERV\">Serve Robotics</a>暴跌近40%，<a href=\"https://laohu8.com/S/SOUN\">Soundhound AI</a>大跌近20%，<a href=\"https://laohu8.com/S/NNOX\">Nano-X Imaging</a>跌超7%，遭英伟达清仓卖出。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bdded0bebe7537abdd91b4a9bcba055f\" title=\"\" tg-width=\"1872\" tg-height=\"423\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0b0ffc36d8d28b4cb4813f6230d2c99\" tg-width=\"400\" tg-height=\"571\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{"IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","SOUN":"SoundHound AI Inc","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","SERV":"Serve Robotics Inc.","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4124":"机动车零配件与设备","BK4529":"IDC概念","NVDA":"英伟达","BK4592":"伊斯兰概念","NBIS":"NEBIUS","NNOX":"Nano-X Imaging Ltd.","WRD":"文远知行"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155160312","content_text":"2月14日，英伟达最新13F持仓曝光，相关持仓股盘前集体异动！文远知行一度飙涨120%，Nebius涨超10%，获英伟达建仓买入；Serve Robotics暴跌近40%，Soundhound AI大跌近20%，Nano-X Imaging跌超7%，遭英伟达清仓卖出。","news_type":1},"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":394560141578352,"gmtCreate":1737353284141,"gmtModify":1737354802792,"author":{"id":"4186663552253342","authorId":"4186663552253342","name":"風無心","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4186663552253342","authorIdStr":"4186663552253342"},"themes":[],"htmlText":"这是杀币猜想吧！谁收，小米都不会收，小米发展自己的不香吗，非要去接烂摊子？而且小米应该本身就持有蔚来股份","listText":"这是杀币猜想吧！谁收，小米都不会收，小米发展自己的不香吗，非要去接烂摊子？而且小米应该本身就持有蔚来股份","text":"这是杀币猜想吧！谁收，小米都不会收，小米发展自己的不香吗，非要去接烂摊子？而且小米应该本身就持有蔚来股份","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/394560141578352","isVote":1,"tweetType":1,"viewCount":1490,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3464867780819115","authorId":"3464867780819115","name":"戈仑","avatar":"https://static.tigerbbs.com/0dc4e1dec713d1cd9732c5dfdbb63386","crmLevel":8,"crmLevelSwitch":0,"idStr":"3464867780819115","authorIdStr":"3464867780819115"},"content":"现在还不合适，等蔚来只剩品牌价值时就不好说了，花个几十上百亿继续保持蔚来高端品牌形象，在加上小米的营销，还是很划算的","text":"现在还不合适，等蔚来只剩品牌价值时就不好说了，花个几十上百亿继续保持蔚来高端品牌形象，在加上小米的营销，还是很划算的","html":"现在还不合适，等蔚来只剩品牌价值时就不好说了，花个几十上百亿继续保持蔚来高端品牌形象，在加上小米的营销，还是很划算的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380803862286744,"gmtCreate":1734013793104,"gmtModify":1734328027644,"author":{"id":"4186663552253342","authorId":"4186663552253342","name":"風無心","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4186663552253342","authorIdStr":"4186663552253342"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00999\">$小菜园(00999)$ </a> 兄弟们加把劲，让**华泰发行失败[呆住]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/00999\">$小菜园(00999)$ </a> 兄弟们加把劲，让**华泰发行失败[呆住]&nbsp;&nbsp;","text":"$小菜园(00999)$ 兄弟们加把劲，让**华泰发行失败[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380803862286744","isVote":1,"tweetType":1,"viewCount":801,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357809996304520,"gmtCreate":1728374640059,"gmtModify":1728374641364,"author":{"id":"4186663552253342","authorId":"4186663552253342","name":"風無心","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4186663552253342","authorIdStr":"4186663552253342"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02416\">$易点云(02416)$ </a> 为什么这么优秀…","listText":"<a href=\"https://laohu8.com/S/02416\">$易点云(02416)$ </a> 为什么这么优秀…","text":"$易点云(02416)$ 为什么这么优秀…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/357809996304520","isVote":1,"tweetType":1,"viewCount":1729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383014010429672,"gmtCreate":1734538513543,"gmtModify":1734538515431,"author":{"id":"4186663552253342","authorId":"4186663552253342","name":"風無心","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4186663552253342","authorIdStr":"4186663552253342"},"themes":[],"htmlText":"最后一句话才是重点，放弃激光雷达，可以降低成本[微笑]&nbsp;&nbsp;","listText":"最后一句话才是重点，放弃激光雷达，可以降低成本[微笑]&nbsp;&nbsp;","text":"最后一句话才是重点，放弃激光雷达，可以降低成本[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383014010429672","repostId":"2492924942","repostType":2,"repost":{"id":"2492924942","kind":"news","pubTimestamp":1734500607,"share":"https://www.laohu8.com/m/news/2492924942?lang=&edition=full","pubTime":"2024-12-18 13:43","market":"hk","language":"zh","title":"小鹏放弃激光雷达，连改款SUV的也拆掉了","url":"https://stock-news.laohu8.com/highlight/detail?id=2492924942","media":"智能车参考","summary":"小鹏再次“背叛”激光雷达。除了外观改款升级，从照片的前脸来看，原本激光雷达的位置空空如也。接连几款重磅新车都去掉了激光雷达，也许小鹏之后的改款新车，都会是纯视觉了。小鹏改款要去激光雷达这个月，工信部公示了一批新申报车型，小鹏赫然在列。小鹏申报的是两款SUV的大改款，一款是22年上市的G9。并且激光雷达具有较高的穿透性，能够在夜间，以及雨雪、雾霾等极端天气下工作。","content":"<html><body><p>小鹏<strong>再次“背叛”</strong>激光雷达。</p><p>这个月工信部发布的新车公告里，小鹏申报了两辆改款SUV——<strong>G6</strong>和<strong>G9</strong>。</p><p>除了外观改款升级，从照片的前脸来看，原本激光雷达的位置空空如也。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>和MONA M03、P7+一样，G6和G9将采用<strong>AI鹰眼纯视觉智驾方案</strong>。</p><p>接连几款重磅新车都去掉了激光雷达，也许小鹏之后的改款新车，都会是纯视觉了。</p><p>小鹏改款要去激光雷达</p><p>这个月，工信部公示了一批新申报车型，<strong>小鹏</strong>赫然在列。</p><p>小鹏申报的是<strong>两款SUV</strong>的大改款，一款是22年上市的<strong>G9</strong>。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>外观构造上没有明显大改，只是把下格栅从点阵式换成了横条式，轮毂也重新设计，还可以选择双色车身。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>动力方面，提供了两驱和四驱两种动力规格，两驱电机峰值功率258kW，四驱前后轮峰值功率分别是165kW和258kW。</p><p>电池不再是三元锂电池组，配备的是<a href=\"https://laohu8.com/S/03931\">中创新航</a>的<strong>磷酸铁锂电池</strong>。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>另一款是23年上市的G6，比起G9而言外观改变更多。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>前脸灯从分体式的灯条改为一体式，车标上移，去掉了黑色轮眉。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>尾部采用小鸭尾造型，并且取消了尾翼选装，新增了两种轮毂可供选择。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>动力方面，依然是峰值功率218kW的电机；电池同样换成了<strong>磷酸铁锂</strong>。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>有没有发现，从两辆改款车的前脸照片来看，<strong>激光雷达消失了</strong>，公告显示的配置中，也没有提到激光雷达的名字。</p><p>看样子，继MONA M03和P7+两大纯视觉爆款之后，小鹏的天平越来越向<strong>纯视觉</strong>倾斜。</p><p>G6和G9拆掉激光雷达，可能也会用自研的<strong>AI鹰眼纯视觉方案</strong>代替。</p><p>关于小鹏的去激光雷达方案，我们之前讲过，现在再来回顾一下。</p><p>硬件方面，小鹏的AI鹰眼纯视觉，采用的是<strong>LOFIC技术</strong>架构，全称叫做<strong>横向溢出集成电容器</strong>，配备前视双目摄像头和后视摄像头，以<strong>人眼感知距</strong><strong>离</strong>的方式，利用视差计算障碍物深度距离。</p><p>简单来说，就是摄像头捕捉画面的一个像素，本质上就是<strong>“光信息的容器”</strong>，容器装载的光越“多”，画面就会更亮、信息更丰富。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>而LOFIC传感器，就是让同样感光条件下的像素点，可以承载更高的光信息，特别是波峰波谷变化剧烈的超大光比场景。</p><p>我们也可以理解成，是在像素阱的旁边多挖了一个“坑”，让环境光信息的容量进一步扩大，这样可以把真实场景中的明暗交替，尽可能还原成视觉信号，从而输入到感知模型中。</p><p>小鹏曾经介绍过，LOFIC技术可以增强摄像头精度、可视距离升级，鹰眼方案的色彩分辨能力，在<strong>弱光、逆光、大光</strong>差等环境都能看得清晰。</p><p>感知范围上，据称AI鹰眼的视觉感知范围，可以超过1.8个足球场大小，可视觉感知前向180m的物体，感知距离较上一代提升了125%。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>AI鹰眼视觉方案对视觉信息的利用效率，比上一代提升了<strong>8倍</strong>，可以将算力释放<strong>20%</strong>，用于提升大模型容量和参数量。视觉信息无需信息转化，直接在神经网络中作为输入。</p><p>因此，延时可以减少100ms，感知规控更加灵敏，直接输出可通行空间，路径规划信息更直接，反应更快。</p><p><strong>MONA M03和P7+</strong>，都采用了鹰眼系统：</p><p>MONA M03的MAX版本，是小鹏全新纯视觉的完全体方案，双OrinX 508TOPS，有2个毫米波雷达、12个超声波雷达、7个为辅助驾驶服务的摄像头，以及4个360高清环视摄像头。</p><p>P7+标配双Orin-X芯片，算力达到508TOPS，包含摄像头11个、12个超声波雷达、3个毫米波雷达，一共是26个感应元件。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>想要实现纯视觉，就绕不开大规模的数据做支撑。</p><p>算法端，小鹏目前的端到端，采用了<strong>车端+云端大模型</strong>的方式。</p><p>车端模型就是<strong>XNGP</strong>，真正大幅提升体验的关键是云端大模型。</p><p>路线上与OpenAI一致，遵循尺度定律，提升模型大小、数据大小、增加训练计算量，让模型性能提升。</p><p>目前小鹏云端大模型参数量是车端的80倍——搭配的算力是10EFLOPS（2025年）。</p><p>小鹏开始转向纯视觉的动作，也许比我们想象得早很多。</p><p>转向纯视觉，小鹏早有准备</p><p>小鹏走向纯视觉，有点意外，但也没那么意外。</p><p>说意外，主要是因为小鹏原本是“第一个吃螃蟹的”——最早让激光雷达量产上车，现在又说要去激光雷达了。</p><p>说没那么意外，是因为小鹏对激光雷达并非是全然坚定，甚至可以说，对<strong>去激光雷达</strong>早有准备。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>2021年，小鹏发布P5，激光雷达率先上车，但当时何小鹏也说过，“并不认为激光雷达是<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>汽车杀手级的硬件”。</p><p>在他看来，如果从<strong>感知</strong>的角度来看，<strong>摄像头</strong>更重要，激光雷达的作用就是提高安全性。</p><p>P5之后的P7i、G6、G9、X9等车型，都装上了激光雷达。</p><p>不过激光雷达的位置，并不像其他车企一样装在“脑门”上，小鹏的激光雷达是在车头位置，车灯以下，左右各一颗。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>如果去掉激光雷达，其实对于外形和结构来说影响很小。</p><p>这样看来，或许小鹏去掉激光雷达是早有“预谋”。</p><p>其实对于行业而言，去激光雷达似乎隐隐形成一种趋势，除小鹏以外，有更多的玩家也开始选择去激光雷达方案。</p><p><strong>极越</strong>不用多说，本身就是首个开始纯视觉+端到端的玩家。</p><p>之后<strong>华为</strong>推出了<strong>ADS SE</strong>，作为其高阶智驾的普惠版，已经上车智界S7和深蓝S07，可实现高速NOA和智能泊车。</p><p>还有<strong><a href=\"https://laohu8.com/S/NIO\">蔚来</a></strong>的子品牌<strong>乐道</strong>，也加入纯视觉战队，没装激光雷达。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>纯视觉已不再是一条“非主流”之路。</p><p>但究竟要不要去激光雷达，目前还是一个备受争议的话题。</p><p>有人认为不该摘掉，主要是出于安全考虑，认为激光雷达可以提供必要的<strong>安全冗余</strong>。</p><p><strong>李斌</strong>之前也说过，激光雷达相当于<strong>安全气囊</strong>，主要是为极限场景兜底。</p><p>并且激光雷达具有较高的穿透性，能够在夜间，以及雨雪、雾霾等极端天气下工作。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>但也有人认为，纯视觉才最有效，最典型的当然是激光雷达头号黑粉<strong>马斯克</strong>，他认为：</p><p>在复杂的道路驾驶环境中，模拟生物神经网络和眼睛的视觉系统，才是最为有效的方式。</p><p>随着视觉技术发展、摄像头识别能力提升，纯视觉的识别准确率与激光雷达相近。</p><p>而面对某些极端天气条件，视觉识别技术结合其他传感器，可通过多源数据融合和算法优化，在不同天气条件下更好地适应环境变化。</p><p>当然还有一个最关键的优势，就是很大程度上降低成本，对消费者来说，价格也会相对更具优势。</p><p>你觉得呢？</p></body></html>","source":"ifeng_tech","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小鹏放弃激光雷达，连改款SUV的也拆掉了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-18 13:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8fPctUzC0vY><strong>智能车参考</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>小鹏再次“背叛”激光雷达。这个月工信部发布的新车公告里，小鹏申报了两辆改款SUV——G6和G9。除了外观改款升级，从照片的前脸来看，原本激光雷达的位置空空如也。和MONA M03、P7+一样，G6和G9将采用AI鹰眼纯视觉智驾方案。接连几款重磅新车都去掉了激光雷达，也许小鹏之后的改款新车，都会是纯视觉了。小鹏改款要去激光雷达这个月，工信部公示了一批新申报车型，小鹏赫然在列。小鹏申报的是两款SUV的...</p>\n\n<a href=\"https://tech.ifeng.com/c/8fPctUzC0vY\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK1587":"次新股","BK1539":"汽车股","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","BK4099":"汽车制造商","BK4555":"新能源车","BK4526":"热门中概股","BK1588":"回港中概股","BK1575":"同股不同权","BK4551":"寇图资本持仓","XPEV":"小鹏汽车","09868":"小鹏汽车-W","BK4505":"高瓴资本持仓","BK1610":"ETF&股票定投概念","BK1119":"汽车制造商"},"source_url":"https://tech.ifeng.com/c/8fPctUzC0vY","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2492924942","content_text":"小鹏再次“背叛”激光雷达。这个月工信部发布的新车公告里，小鹏申报了两辆改款SUV——G6和G9。除了外观改款升级，从照片的前脸来看，原本激光雷达的位置空空如也。和MONA M03、P7+一样，G6和G9将采用AI鹰眼纯视觉智驾方案。接连几款重磅新车都去掉了激光雷达，也许小鹏之后的改款新车，都会是纯视觉了。小鹏改款要去激光雷达这个月，工信部公示了一批新申报车型，小鹏赫然在列。小鹏申报的是两款SUV的大改款，一款是22年上市的G9。外观构造上没有明显大改，只是把下格栅从点阵式换成了横条式，轮毂也重新设计，还可以选择双色车身。动力方面，提供了两驱和四驱两种动力规格，两驱电机峰值功率258kW，四驱前后轮峰值功率分别是165kW和258kW。电池不再是三元锂电池组，配备的是中创新航的磷酸铁锂电池。另一款是23年上市的G6，比起G9而言外观改变更多。前脸灯从分体式的灯条改为一体式，车标上移，去掉了黑色轮眉。尾部采用小鸭尾造型，并且取消了尾翼选装，新增了两种轮毂可供选择。动力方面，依然是峰值功率218kW的电机；电池同样换成了磷酸铁锂。有没有发现，从两辆改款车的前脸照片来看，激光雷达消失了，公告显示的配置中，也没有提到激光雷达的名字。看样子，继MONA M03和P7+两大纯视觉爆款之后，小鹏的天平越来越向纯视觉倾斜。G6和G9拆掉激光雷达，可能也会用自研的AI鹰眼纯视觉方案代替。关于小鹏的去激光雷达方案，我们之前讲过，现在再来回顾一下。硬件方面，小鹏的AI鹰眼纯视觉，采用的是LOFIC技术架构，全称叫做横向溢出集成电容器，配备前视双目摄像头和后视摄像头，以人眼感知距离的方式，利用视差计算障碍物深度距离。简单来说，就是摄像头捕捉画面的一个像素，本质上就是“光信息的容器”，容器装载的光越“多”，画面就会更亮、信息更丰富。而LOFIC传感器，就是让同样感光条件下的像素点，可以承载更高的光信息，特别是波峰波谷变化剧烈的超大光比场景。我们也可以理解成，是在像素阱的旁边多挖了一个“坑”，让环境光信息的容量进一步扩大，这样可以把真实场景中的明暗交替，尽可能还原成视觉信号，从而输入到感知模型中。小鹏曾经介绍过，LOFIC技术可以增强摄像头精度、可视距离升级，鹰眼方案的色彩分辨能力，在弱光、逆光、大光差等环境都能看得清晰。感知范围上，据称AI鹰眼的视觉感知范围，可以超过1.8个足球场大小，可视觉感知前向180m的物体，感知距离较上一代提升了125%。AI鹰眼视觉方案对视觉信息的利用效率，比上一代提升了8倍，可以将算力释放20%，用于提升大模型容量和参数量。视觉信息无需信息转化，直接在神经网络中作为输入。因此，延时可以减少100ms，感知规控更加灵敏，直接输出可通行空间，路径规划信息更直接，反应更快。MONA M03和P7+，都采用了鹰眼系统：MONA M03的MAX版本，是小鹏全新纯视觉的完全体方案，双OrinX 508TOPS，有2个毫米波雷达、12个超声波雷达、7个为辅助驾驶服务的摄像头，以及4个360高清环视摄像头。P7+标配双Orin-X芯片，算力达到508TOPS，包含摄像头11个、12个超声波雷达、3个毫米波雷达，一共是26个感应元件。想要实现纯视觉，就绕不开大规模的数据做支撑。算法端，小鹏目前的端到端，采用了车端+云端大模型的方式。车端模型就是XNGP，真正大幅提升体验的关键是云端大模型。路线上与OpenAI一致，遵循尺度定律，提升模型大小、数据大小、增加训练计算量，让模型性能提升。目前小鹏云端大模型参数量是车端的80倍——搭配的算力是10EFLOPS（2025年）。小鹏开始转向纯视觉的动作，也许比我们想象得早很多。转向纯视觉，小鹏早有准备小鹏走向纯视觉，有点意外，但也没那么意外。说意外，主要是因为小鹏原本是“第一个吃螃蟹的”——最早让激光雷达量产上车，现在又说要去激光雷达了。说没那么意外，是因为小鹏对激光雷达并非是全然坚定，甚至可以说，对去激光雷达早有准备。2021年，小鹏发布P5，激光雷达率先上车，但当时何小鹏也说过，“并不认为激光雷达是智能汽车杀手级的硬件”。在他看来，如果从感知的角度来看，摄像头更重要，激光雷达的作用就是提高安全性。P5之后的P7i、G6、G9、X9等车型，都装上了激光雷达。不过激光雷达的位置，并不像其他车企一样装在“脑门”上，小鹏的激光雷达是在车头位置，车灯以下，左右各一颗。如果去掉激光雷达，其实对于外形和结构来说影响很小。这样看来，或许小鹏去掉激光雷达是早有“预谋”。其实对于行业而言，去激光雷达似乎隐隐形成一种趋势，除小鹏以外，有更多的玩家也开始选择去激光雷达方案。极越不用多说，本身就是首个开始纯视觉+端到端的玩家。之后华为推出了ADS SE，作为其高阶智驾的普惠版，已经上车智界S7和深蓝S07，可实现高速NOA和智能泊车。还有蔚来的子品牌乐道，也加入纯视觉战队，没装激光雷达。纯视觉已不再是一条“非主流”之路。但究竟要不要去激光雷达，目前还是一个备受争议的话题。有人认为不该摘掉，主要是出于安全考虑，认为激光雷达可以提供必要的安全冗余。李斌之前也说过，激光雷达相当于安全气囊，主要是为极限场景兜底。并且激光雷达具有较高的穿透性，能够在夜间，以及雨雪、雾霾等极端天气下工作。但也有人认为，纯视觉才最有效，最典型的当然是激光雷达头号黑粉马斯克，他认为：在复杂的道路驾驶环境中，模拟生物神经网络和眼睛的视觉系统，才是最为有效的方式。随着视觉技术发展、摄像头识别能力提升，纯视觉的识别准确率与激光雷达相近。而面对某些极端天气条件，视觉识别技术结合其他传感器，可通过多源数据融合和算法优化，在不同天气条件下更好地适应环境变化。当然还有一个最关键的优势，就是很大程度上降低成本，对消费者来说，价格也会相对更具优势。你觉得呢？","news_type":1},"isVote":1,"tweetType":1,"viewCount":1065,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380092504350808,"gmtCreate":1733821307707,"gmtModify":1733821309657,"author":{"id":"4186663552253342","authorId":"4186663552253342","name":"風無心","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4186663552253342","authorIdStr":"4186663552253342"},"themes":[],"htmlText":"下跌理由千千万，总有一款适合你…","listText":"下跌理由千千万，总有一款适合你…","text":"下跌理由千千万，总有一款适合你…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380092504350808","repostId":"1178220027","repostType":2,"repost":{"id":"1178220027","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1733810699,"share":"https://www.laohu8.com/m/news/1178220027?lang=&edition=full","pubTime":"2024-12-10 14:04","market":"hk","language":"zh","title":"异动解读 | 小鹏汽车夜盘暴跌5%,疑新车型缺失激光雷达引发市场担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=1178220027","media":"异动解读","summary":"小鹏汽车收盘后在夜盘交易大幅下挫5.02%,报收34.67美元。市场分析人士指出,该公司日前向工信部提交了更新款G6和G9的产品信息,却缺失了之前高端车型配备的激光雷达选项,令外界对其激光雷达战略定位存疑,担心公司可能在智能驾驶系统上失去竞争优势。总的来说,这起新闻显然对小鹏汽车股价造成了明显的负面冲击,让投资者产生了较大忧虑。","content":"<p>小鹏汽车(XPEV)收盘后在夜盘交易大幅下挫5.02%,报收34.67美元。</p>\n\n<p>市场分析人士指出,该公司日前向工信部提交了更新款G6和G9的产品信息,却缺失了之前高端车型配备的激光雷达选项,令外界对其激光雷达战略定位存疑,担心公司可能在智能驾驶系统上失去竞争优势。</p>\n\n<p>从权威新闻机构发布的报道可见,相比G6和G9现有车型,小鹏未来推出的新车型确实已经移除了激光雷达配置,这意味着小鹏正逐步转向纯视觉智能驾驶解决方案。虽然与特斯拉采取类似路线,但也引发了一些关于成本、技术以及性能等方面的争议和质疑。</p>\n\n<p>总的来说,这起新闻显然对小鹏汽车股价造成了明显的负面冲击,让投资者产生了较大忧虑。但究竟是否能完全解释其股价如此大幅下跌,仍有待进一步观察和分析。</p>","source":"ai_movement_cn","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\" content=\"telephone=no,email=no,address=no\" />\n<title>异动解读 | 小鹏汽车夜盘暴跌5%,疑新车型缺失激光雷达引发市场担忧</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n异动解读 | 小鹏汽车夜盘暴跌5%,疑新车型缺失激光雷达引发市场担忧\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2024-12-10 14:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>小鹏汽车(XPEV)收盘后在夜盘交易大幅下挫5.02%,报收34.67美元。</p>\n\n<p>市场分析人士指出,该公司日前向工信部提交了更新款G6和G9的产品信息,却缺失了之前高端车型配备的激光雷达选项,令外界对其激光雷达战略定位存疑,担心公司可能在智能驾驶系统上失去竞争优势。</p>\n\n<p>从权威新闻机构发布的报道可见,相比G6和G9现有车型,小鹏未来推出的新车型确实已经移除了激光雷达配置,这意味着小鹏正逐步转向纯视觉智能驾驶解决方案。虽然与特斯拉采取类似路线,但也引发了一些关于成本、技术以及性能等方面的争议和质疑。</p>\n\n<p>总的来说,这起新闻显然对小鹏汽车股价造成了明显的负面冲击,让投资者产生了较大忧虑。但究竟是否能完全解释其股价如此大幅下跌,仍有待进一步观察和分析。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178220027","content_text":"小鹏汽车(XPEV)收盘后在夜盘交易大幅下挫5.02%,报收34.67美元。\n市场分析人士指出,该公司日前向工信部提交了更新款G6和G9的产品信息,却缺失了之前高端车型配备的激光雷达选项,令外界对其激光雷达战略定位存疑,担心公司可能在智能驾驶系统上失去竞争优势。\n从权威新闻机构发布的报道可见,相比G6和G9现有车型,小鹏未来推出的新车型确实已经移除了激光雷达配置,这意味着小鹏正逐步转向纯视觉智能驾驶解决方案。虽然与特斯拉采取类似路线,但也引发了一些关于成本、技术以及性能等方面的争议和质疑。\n总的来说,这起新闻显然对小鹏汽车股价造成了明显的负面冲击,让投资者产生了较大忧虑。但究竟是否能完全解释其股价如此大幅下跌,仍有待进一步观察和分析。","news_type":1},"isVote":1,"tweetType":1,"viewCount":614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}