黄仁勋：未来十年世界上大部分汽车将实现自动驾驶或高度自动驾驶；苏姿丰预测AI计算能力需增加100倍｜数智早参

每日经济新闻01-07

丨 2026年1月7日星期三丨　　NO.1 黄仁勋：未来十年世界上大部分汽车将实现自动驾驶或高度自动驾驶　　当地时间1月5日，英伟达CEO黄仁勋在CES 2026（2026年国际消费电子展）发表演讲表示，未来十年，世界上大部分汽车将实现自动驾驶或高度自动驾驶。英伟达当天发布了Alpamayo系列VLA开源AI模型和工具，用于自动驾驶车辆开发。　　点评：黄仁勋此番宣言的影响力不仅在于英伟达自身业务...

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2026（2026年国际消费电子展）发表演讲表示，未来十年，世界上大部分汽车将实现自动驾驶或高度自动驾驶。英伟达当天发布了Alpamayo系列VLA开源AI模型和工具，用于自动驾驶车辆开发。　　点评：黄仁勋此番宣言的影响力不仅在于英伟达自身业务拓展，更在于通过开源模型降低行业门槛，可能重塑整个产业生态。从行业趋势看，物理AI成为新焦点，这意味着AI从虚拟世界理解迈向真实世界交互，自动驾驶、机器人等将迎来黄金发展期。投资者需关注芯片算力、合成数据、车路协同等底层技术公司。　　NO.2 苏姿丰预测AI计算能力需增加100倍　　当地时间1月5日，AMD CEO苏姿丰在CES 2026（2026年国际消费电子展）开幕前的主题演讲中表示，自ChatGPT推出以来，使用AI的活跃用户已经从100万人增加至10亿人，这是互联网花了几十年才达到的里程碑，预计2030年使用AI的活跃用户将达到50亿人。为了让AI无处不在，在未来几年内，需要将全世界的计算能力增加100倍。　　点评：苏姿丰揭示了AI普及化背后的算力挑战。从趋势看，AI正从工具演变为像水电一样的基础设施，这要求算力分配兼顾效率与普惠性。投资者需关注芯片工艺、高带宽内存及液冷技术等关键领域，但同时也应警惕盲目堆砌算力导致的能源浪费。比算力更重要的，是如何让技术真正服务于人的需求。　　NO.3 上峰水泥拟出资9000万元参与成立半导体基金　　1月6日，上峰水泥公告称，公司以全资子公司宁波上融物流有限公司为出资主体，拟出资9000万元与苏州工业园区兰璞创业投资管理合伙企业（有限合伙）合作，合资成立私募股权投资基金——苏州睿存创业投资合伙企业（有限合伙），该基金总认缴出资额为17300万元，投资方向主要为半导体材料、设备及零部件等硬科技领域。　　点评：上峰水泥此次投资反映了传统产业资本向硬科技领域转型的趋势。这一动向对半导体产业链自主化具有积极意义，特别是基金聚焦的材料与设备环节，正是当前国内产业发展的关键短板。从行业角度看，传统企业通过联合专业投资机构切入高科技赛道，既能分散主业周期风险，又能分享新经济发展红利，但也需注意硬科技投资周期长、门槛高的风险。（文章来源：每日经济新闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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