EV退潮，自动驾驶接棒? CES 2026开幕，车企们把“下一轮浪潮”押在AI接管方向盘

智通财经01-06

智通财经APP获悉，本周在美国拉斯维加斯举行的CES(国际消费电子)科技贸易展上，基于最前沿AI大模型的自动驾驶技术似乎占据主导地位，投资者们也纷纷押注人工智能将为一个长期受核心技术迭代进展缓慢、高投入成本、安全事故与监管审查困扰的传统制造行业注入活力。正当传统汽车制造商们因竞争激烈以及政府低碳补贴大幅削减等因素而踩下电动汽车(EV)全面转型计划的刹车，寻找下一个赚钱引擎之际，大批汽车产业链的...

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CES 2026 opens, car companies bet the \"next wave\" on AI taking over the steering wheel","themeId":"95a8f8b9591f169dbad8f411e31e2b5f","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVIW.SI":0.6,"2NVD.UK":0.6,"NVD2.UK":0.6,"NVDX":0.6,"NVDS":0.6,"TSLA":1.9,"DRIV":1.81,"NVDA":1.96,"3NVD.UK":0.6,"TSYW.SI":0.6,"NVDS.UK":0.6,"NVD3.UK":0.6,"NVDU":0.6,"NVDY":0.6,"NVDD":0.6,"NVD":0.6,"SNVD.UK":0.6},"content_text":"智通财经APP获悉，本周在美国拉斯维加斯举行的CES(国际消费电子)科技贸易展上，基于最前沿AI大模型的自动驾驶技术似乎占据主导地位，投资者们也纷纷押注人工智能将为一个长期受核心技术迭代进展缓慢、高投入成本、安全事故与监管审查困扰的传统制造行业注入活力。正当传统汽车制造商们因竞争激烈以及政府低碳补贴大幅削减等因素而踩下电动汽车(EV)全面转型计划的刹车，寻找下一个赚钱引擎之际，大批汽车产业链的供应商与初创型科技公司正排队展示其最新的自动驾驶硬件与软件平台。随着英伟达CEO黄仁勋在CES开幕活动上发布重磅讲话并公布英伟达在数据中心AI算力基础设施、自动驾驶以及人形机器人等前沿科技领域的最新蓝图，CES 2026也正式开幕。预计在本届CES活动上，车企们将宣布一系列合作与交易，承诺将大量驾驶责任从驾驶员身上移走，或者计划彻底消除对人类驾驶员的需求。“今年你会看到汽车制造行业越来越多的焦点放在物理AI和自动驾驶上，”普华永道(PwC)美国汽车行业负责人C.J. Finn表示，并补充表示，外界将密切关注企业如何利用AI来解决安全推出完全无人自动驾驶汽车的挑战。“我确实认为，围绕自动驾驶技术的这种连接性会成为最核心的关注焦点。”不过，预计最前沿AI技术将被嵌入远不止汽车的一系列人类社会日常产品之中——还有可能全面覆盖从机器人与可穿戴设备，到家用设备与健康科技。包括AI芯片巨头英伟达(NVDA.US)首席执行官黄仁勋，以及AMD(AMD.US)首席执行官苏姿丰在内的美国芯片行业主导者们，将是今年CES大会上的主要演讲嘉宾之一。没有电动汽车的CESCES 2026是美国全年度规模最大的科技展览之一，将于今年1月6日至9日期间举行。该大型科技展会的正式名称为Consumer Electronics Show，传统上以发布电视、笔记本电脑与可穿戴设备等最新消费电子类科技产品而闻名全球，不过近年来，CES科技展会已成为英伟达、AMD以及高通等芯片巨头们公布面向企业端大型AI数据中心的高性能AI算力基础设施集群，以及汽车制造商们发布其新款电动汽车的最关键目的地之一。但特朗普政府大幅削减对电动车友好的激励与政策，以及长期高通胀与高利率重压，使美国乃至全球电动汽车需求大幅降温，再加之近年来全球电动汽车领域竞争愈发激烈，迫使许多传统汽车制造商放弃推出新电动汽车的计划，并且重新思考其未来战略。汽车制造领域的这种剧变也将在今年CES上显现。今年，大多数传统汽车制造商都没有计划发布任何新型或者升级版本的电动汽车——这与过去几年形成鲜明对比，而是全力转向布局完全无人自动驾驶汽车(类似特斯拉Robotaxi)以及高阶自动驾驶技术。全力押注自动驾驶首先，自动驾驶车辆的全方位商业化并不容易。高投入、监管层面的挑战以及碰撞事故后的繁琐调查，已迫使许多中小型公司关闭自动驾驶业务。但马斯克领导的电动汽车、机器人与自动驾驶技术领军者特斯拉(TSLA.US)去年在美国得克萨斯州奥斯汀推出配有安全监控员的小规模完全无人驾驶出租车服务(即Robotaxi服务)，以及谷歌母公司Alphabet(GOOGL.US)旗下Waymo更快的扩张步伐，无疑为全球自动驾驶行业注入了新的生命力。英伟达在1月6日在CES开幕活动上重磅公布的开源自动驾驶AI大模型Alpamayo家族，无疑使得投资者们对于本届CES大会的聚焦点更加集中于自动驾驶领域。据了解，英伟达CEO黄仁勋在CES 2026展会上重磅推出名为Alpamayo家族的开源自动驾驶AI大模型家族，黄仁勋更是称其为“世界上首款能思考、能高效率推理的自动驾驶汽车AI大模型”，直接挑战特斯拉独创的FSD完全自动驾驶系统。英伟达将Alpamayo称为“物理AI的ChatGPT时刻”。旗舰自动驾驶大模型产品Alpamayo 1是一个拥有100亿参数的视觉-语言-行动(VLA)模型。与传统自动驾驶系统仅检测物体和规划路径不同，Alpamayo采用“链式AI推理”的突破式方式，它集中于处理视频输入并生成行驶轨迹，但更关键的是，它还会输出决策背后的逻辑。黄仁勋表示：“这不仅仅是一个驾驶模型，而是一个能解释自己思考过程的模型。”展会上黄仁勋播放了一段演示视频，Alpamayo不仅能驾驶汽车，还能用自然语言解释自己的决策逻辑，例如“前方车辆刹车灯亮起，它可能减速，所以我应该保持距离”。除了Alpamayo 家族(开放/开源的推理型VLA模型)，英伟达还最新推出了AlpaSim 仿真工具 + Physical AI Open Datasets 数据集：官方口径把它们与Alpamayo组合成“模型+仿真+数据”的完整开发闭环，以提升完全自动驾驶技术安全性与可验证性。对于英伟达而言，开源策略聚焦于生态入口，盈利则集中在算力与企业级交付。比如开放模型与工具链会显著降低开发门槛，推动更多车厂/机器人开发与制造公司把研发与量产路线绑定在英伟达独创的计算平台上，从而带动数据中心整机柜AI算力平台、车载端侧算力平台(DRIVE)、机器人边缘侧计算平台(Jetson)的强劲需求。CES上英伟达同时主推“Rubin 六芯合一”的机柜级AI算力基础设施平台，强调把token成本大幅打下去，本质就是用平台化算力供给承接“物理AI”浪潮带来的巨大新增AI训练/推理工作负载。在CES 2026大会上，除了聚焦于完全无人的自动驾驶技术，个人车辆的驾驶辅助级别系统也有所改善，一些车企聚焦在高速公路上提供免手驾驶与自动变道功能。其中一些车企，例如总部位于美国的新锐电动汽车制造商Rivian(RIVN.US)，旨在推出“无需注视”的辅助驾驶功能，并在城市道路上实现类似特斯拉FSD的完全自动驾驶。成本担忧仍在在因电动汽车战略变化吞下数十亿美元减记之后，汽车企业们——尤其是福特、通用汽车等传统汽车制造商们，在具体的资本投入方面变得更具策略性与战略调整倾向。他们也在积极应对美国总统唐纳德·特朗普对汽车整车及汽车零部件进口施加更加高额关税所带来的负面影响。值得注意的是，美国国内的许多传统汽车制造商选择吸收大部分关税成本，而不是将其转嫁给消费者们，从而加大了利润率压力。波士顿咨询公司(Boston Consulting Group)汽车与出行部门全球负责人Felix Stellmaszek表示，除了车企以及投资者们更加聚焦自动驾驶，这一成本担忧连同来自亚洲大型汽车制造商们日益加剧的竞争压力，也将是车企与投资者们在CES上关注的重点。“我们实际上预计也会在CES上频繁出现的主线探讨主题之一，就是车企们围绕成本以及更广泛的成本竞争力。”Stellmaszek表示。","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":1,"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":"4.43.1","shortVersion":"4.43.1","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/2601891254","isCrawlerRequest":true}