小鹏汽车2026年发布四款新车及物理AI规模量产计划 - 老虎社区

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- SG Visual Research 图解研报SG Visual Research 图解研报
  ·01-15
  小鹏，终于走到“技术兑现”的那一步了
  $小鹏汽车(XPEV)$ $小鹏汽车-W(09868)$ L3 自动驾驶拿到路测牌照，全年交付直接翻倍，毛利率首次站上 20%。这些信号放在一起，意味着一件事：技术开始转化成规模，而不是停在 PPT 里。 @小鹏汽车
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  小鹏，终于走到“技术兑现”的那一步了
- SG Visual Research 图解研报SG Visual Research 图解研报
  ·01-15
  小鹏，终于走到“技术兑现”的那一步了
  $小鹏汽车(XPEV)$ $小鹏汽车-W(09868)$ L3 自动驾驶拿到路测牌照，全年交付直接翻倍，毛利率首次站上 20%。这些信号放在一起，意味着一件事：技术开始转化成规模，而不是停在 PPT 里。 @小鹏汽车
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  小鹏，终于走到“技术兑现”的那一步了

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