只要不锁定芯片和模型_老虎社区_美港股上老虎

BGXL
01-08

只要不锁定芯片和模型关联，多个开源就是好事情，毕竟模型能自由选，芯片能自由选，有助于行业快速迭代。

汽车行业点评报告：英伟达发布推理智驾模型Alpamayo，智驾功能有望加速“平权”

目前搭载英伟达智驾方案车型将于2026年一季度在美国上路，二季度有望进军欧洲，下半年在亚洲上路；目前捷豹路虎、Uber、Lucid等将利用Alpamayo推动L4落地。城区智驾迈向“平权”，Robotaxi加速全球落地英伟达推出智驾算法并开源有望加速智驾产业成熟落地。智驾功能有望持续从中高端车型下沉。

汽车行业点评报告：英伟达发布推理智驾模型Alpamayo，智驾功能有望加速“平权”

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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href=\"https://laohu8.com/S/300496\">中科创达</a>、<a href=\"https://laohu8.com/S/300627\">华测导航</a>等；</p><p>受益标的：<a href=\"https://laohu8.com/S/603786\">科博达</a>、<a href=\"https://laohu8.com/S/603596\">伯特利</a>、<a href=\"https://laohu8.com/S/002284\">亚太股份</a>、<a href=\"https://laohu8.com/S/002703\">浙江世宝</a>、<a href=\"https://laohu8.com/S/01316\">耐世特</a>、地平线机器人-w、<a href=\"https://laohu8.com/S/02533\">黑芝麻智能</a>、禾赛-w、<a href=\"https://laohu8.com/S/02498\">速腾聚创</a>、<a href=\"https://laohu8.com/S/301488\">豪恩汽电</a>、华依科技、四维图新、文远知行、小马智行、如祺出行、<a href=\"https://laohu8.com/S/02643\">曹操出行</a>、希迪智驾、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>等。</p><p>风险提示：市场需求不及预期，技术进展不及预期，市场竞争激烈。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260107180655613v206yvup10nxxjf\"/></article></body></html>","source":"tencent","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\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260107180707a6fe41ff&s=b><strong>开源证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>（以下内容从开源证券《汽车行业点评报告：英伟达发布推理智驾模型Alpamayo，智驾功能有望加速“平权”》研报附件原文摘录）英伟达发布推理智驾模型Alpamayo及全套工具链并开源在CES2026上，英伟达在CES2026上推出Alpamayo1并开源，算法为具备100亿参数的端到端VLA（视觉-语言-动作）模型，一方面其具备推理能力，可分步骤思考处理新颖或罕见场景；另一方面其具备一定可解释性，可...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260107180707a6fe41ff&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU0823414478.USD":"法巴经典能源转换基金","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","SG9999001424.SGD":"United E-Commerce Fund 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260107180707a6fe41ff&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2601668871","content_text":"（以下内容从开源证券《汽车行业点评报告：英伟达发布推理智驾模型Alpamayo，智驾功能有望加速“平权”》研报附件原文摘录）英伟达发布推理智驾模型Alpamayo及全套工具链并开源在CES2026上，英伟达在CES2026上推出Alpamayo1并开源，算法为具备100亿参数的端到端VLA（视觉-语言-动作）模型，一方面其具备推理能力，可分步骤思考处理新颖或罕见场景；另一方面其具备一定可解释性，可解析驾驶决策和背后逻辑；开发者可以将其裁剪后部署在车端，也可以作为基础架构构建推理的评估器以及进行自动标注等；同时会上英伟达也发布了配套仿真工具AlpaSim和1700小时的物理AI开放数据集，支持智驾训练、仿真、闭环测试等，构建全栈智驾解决方案，工具均在GitHub及HuggingFace等平台开放使用。目前搭载英伟达智驾方案车型将于2026年一季度在美国上路，二季度有望进军欧洲，下半年在亚洲上路；目前捷豹路虎、Uber、Lucid等将利用Alpamayo推动L4落地。城区智驾迈向“平权”，Robotaxi加速全球落地英伟达推出智驾算法并开源有望加速智驾产业成熟落地。（1）英伟达将复杂的VLA进行训练并落地，同时开放各类工具和数据集，有望降低行业开发智驾算法门槛。有望进一步加速L2++智驾功能及L4的Robotaxi在全球范围普及；（2）黄仁勋表示物理AI的ChatGPT时刻已然到来，自动驾驶是最早受益的领域之一。一直以来英伟达通过构建强大的软件生态形成壁垒，在完善物理世界AI布局过程中，将无形中持续加速智驾产业落地，同时也为机器人的落地进行探索。在产业各方的协同下，智驾有望在数年内实现普及。智驾产业如火如荼，2026年有望持续迎来机遇2026年城区智驾功能将在供需两方推动下持续加速渗透。需求端安全、好用智驾功能已经深入人心，成为消费者选择车辆的必备因素。智驾功能有望持续从中高端车型下沉。供给端性能优异，成本低廉的解决方案不断推出，有望持续助力功能普及。Robotaxi持续落地，RoboX蓄势待发。特斯拉/小鹏汽车等均将逐渐完善L2++智驾技术路线并基于此推出Robotaxi解决方案，矿山、无人物流等多场景自动驾驶也有望持续落地。智驾大脑和机器人高度协同，在算法架构、数据闭环、软件开发、人才和组织上均呈现高度协同。智驾算法及整车玩家亦有望在机器人领域崭露头角。关注智驾产业链标的机会智驾板块感知、决策、执行以及运营环节均有望充分受益。建议关注：德赛西威、华阳集团、经纬恒润、小鹏汽车-w、中科创达、华测导航等；受益标的：科博达、伯特利、亚太股份、浙江世宝、耐世特、地平线机器人-w、黑芝麻智能、禾赛-w、速腾聚创、豪恩汽电、华依科技、四维图新、文远知行、小马智行、如祺出行、曹操出行、希迪智驾、理想汽车等。风险提示：市场需求不及预期，技术进展不及预期，市场竞争激烈。","news_type":1,"symbols_score_info":{"NVDS.UK":0.6,"NVDA":1.95,"2NVD.UK":0.6,"SNVD.UK":0.6,"NVDY":0.6,"NVDU":0.6,"NVD":0.6,"NVIW.SI":0.6,"3NVD.UK":0.6,"NVD3.UK":0.6,"09868":0.9,"NVD2.UK":0.6,"NVDX":0.6,"NVDD":0.6,"NVDS":0.6}},"isVote":1,"tweetType":1,"viewCount":107,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":93,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}