5分钟，封死涨停！重磅利好来袭

券商中国01-06

自动驾驶“放大招”了！1月6日早盘，自动驾驶板块多只股票快速涨停。合众思壮在开盘后5分钟之内封死涨停板，浙江世宝在开盘后6分钟内封死涨停。除此之外，兴民智通、北斗星通等股票亦涨停。那么，究竟发生了什么？消息面上，英伟达宣布重大消息称，推出Alpamayo系列开源AI模型、仿真工具及数据集，专注于推理型辅助驾驶与自动驾驶系统的研发。并预期将于2027年推出L4级Robotaxi。自动驾驶放大招...

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Big news is coming","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"002383":1.89,"2NVD.UK":0.6,"NVDS.UK":0.6,"NVDA":0.9,"SNVD.UK":0.6,"01057":1.87,"3NVD.UK":0.6,"NVIW.SI":0.6,"NVD3.UK":0.6,"002703":1.87,"NVDY":0.6,"NVDD":0.6,"NVD":0.6,"NVDU":0.6,"NVDS":0.6,"NVD2.UK":0.6,"NVDX":0.6,"002355":1.85,"002151":1.85},"content_text":"自动驾驶“放大招”了！1月6日早盘，自动驾驶板块多只股票快速涨停。合众思壮在开盘后5分钟之内封死涨停板，浙江世宝在开盘后6分钟内封死涨停。除此之外，兴民智通、北斗星通等股票亦涨停。那么，究竟发生了什么？消息面上，英伟达宣布重大消息称，推出Alpamayo系列开源AI模型、仿真工具及数据集，专注于推理型辅助驾驶与自动驾驶系统的研发。并预期将于2027年推出L4级Robotaxi。自动驾驶放大招2026年1月6日，全球消费电子展（CES）在拉斯维加斯举行。英伟达推出Alpamayo开源人工智能，用于安全且基于推理的自动驾驶汽车。英伟达在CES 2026上宣布了Alpamayo系列开源人工智能模型、仿真工具和数据集，以加速基于推理的自动驾驶汽车（AV）的开发。Alpamayo 1是一个100亿参数的思维链视觉语言行动模型，使AVs能够在罕见或复杂的场景中感知、推理和行动。AlpaSim提供了一个开放的模拟框架，物理AI开放数据集覆盖了1700+小时的多样化驾驶数据。另外，最新发布的Rubin平台，推理成本较Blackwell降10倍，训练性能是其3.5倍，运行AI软件的性能则提升5倍，拟下半年发货。黄仁勋表示，“Alpamayo为自动驾驶汽车带来了推理能力，让它们能够思考罕见的场景，在复杂的环境中安全驾驶，并解释自己的决定。”包括Lucid、JLR、优步和Berkeley DeepDrive在内的行业领导者正在采用该平台。他还表示，英伟达将于2027年与合作伙伴共同测试L4级自动驾驶出租车（Robotaxi）服务，直接挑战谷歌旗下Waymo等先行者，将汽车业务打造为继AI之后的第二大增长引擎。受此驱动，A股自动驾驶板块多股涨停，其中部分股票快速、坚决地封死涨停板。产业进入加速期？2025年至今，在自动驾驶技术初步成熟与监管边际放松趋势下，网约车平台和Robotaxi厂商均逐渐加快了落地进程，其中我国以北上广深等一、二线城市为主。2025年12月15日，工业和信息化部正式公布我国首批L3级有条件自动驾驶车型准入许可，两款分别适配城市拥堵、高速路段的车型将在北京、重庆指定区域开展上路试点。L3级自动驾驶指在特定条件下由系统完成全部驾驶操作，仅在必要时提醒驾驶员接管。此次准入许可标志着我国L3级自动驾驶从测试阶段迈入商业化应用的关键一步。此外，近日，小马智行对外宣布，截至2025年底，其Robotaxi（自动驾驶出租车）运营车队规模已正式突破1159辆，超额达成2025年“昆仑”千辆Robotaxi战略目标。有分析认为，Robotaxi产业发展逐步进入了加速期。爱建证券研报认为，L3级自动驾驶准入的核心在于责任主体向车企/系统供应商转移，智能驾驶从辅助功能迈向商业化应用的新阶段。具备智能化技术领先优势、系统工程能力和产业链管控力的整车企业，以及掌握高阶智驾核心部件与系统能力的供应商，有望率先受益。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2601868602","isCrawlerRequest":true}