黄仁勋下场，马斯克接招！CES成L4级自动驾驶“新战场”？

时代周报01-09

没有发布新的GPU产品，取而代之的是全新自动驾驶技术平台Alpamayo。在CES 2026上，英伟达打破了近五年于该展会发布消费级硬件新品的惯例，将重心转向了自动驾驶领域。创始人兼首席执行官黄仁勋在演讲中提到，“这款面向自动驾驶场景的开源物理AI推理模型Alpamayo，是世界上首款能思考、能推理的自动驾驶汽车AI。”黄仁勋CES 2026演讲图片来源：时代周报记者截图这番表态，也被业内人士...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260109161927a4af6e29&s=b><strong>时代周报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>没有发布新的GPU产品，取而代之的是全新自动驾驶技术平台Alpamayo。在CES 2026上，英伟达打破了近五年于该展会发布消费级硬件新品的惯例，将重心转向了自动驾驶领域。创始人兼首席执行官黄仁勋在演讲中提到，“这款面向自动驾驶场景的开源物理AI推理模型Alpamayo，是世界上首款能思考、能推理的自动驾驶汽车AI。”黄仁勋CES 2026演讲 图片来源：时代周报记者截图这番表态，也被业内人士...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260109161927a4af6e29&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0788109477.HKD","symbol_name":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) 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CES becomes a \"new battlefield\" for L4 autonomous driving?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDS":0.6,"TSYW.SI":0.6,"NVD2.UK":0.6,"NVD":0.6,"NVDU":0.6,"TSLA":0.9,"3NVD.UK":0.6,"NVDA":1.96,"NVDD":0.6,"NVDY":0.6,"09660":0.9,"UFO":0.6,"NVDS.UK":0.6,"NVDX":0.6,"SNVD.UK":0.6,"NVIW.SI":0.6,"09868":0.9,"NVD3.UK":0.6,"2NVD.UK":0.6},"content_text":"没有发布新的GPU产品，取而代之的是全新自动驾驶技术平台Alpamayo。在CES 2026上，英伟达打破了近五年于该展会发布消费级硬件新品的惯例，将重心转向了自动驾驶领域。创始人兼首席执行官黄仁勋在演讲中提到，“这款面向自动驾驶场景的开源物理AI推理模型Alpamayo，是世界上首款能思考、能推理的自动驾驶汽车AI。”黄仁勋CES 2026演讲 图片来源：时代周报记者截图这番表态，也被业内人士视为对特斯拉“FSD”的直接挑战。不只是英伟达将CES 2026的重心放在自动驾驶，包括Uber、索尼本田移动、梅赛德斯-奔驰、吉利、长城、禾赛科技等在内的国内外企业，均在本届展会上释放自动驾驶领域的新动作。惠誉评级北美企业评级高级董事斯蒂芬·布朗（Stephen Brown）在接受时代周报记者采访时表示，CES 2026上自动驾驶技术重回汽车科技前沿，人工智能的进步提升了解决驾驶中某些棘手边缘场景的可能性。同时，中国企业在自动驾驶领域发展迅猛。黄仁勋“明牌”马斯克，自主品牌“亮剑”被视为全球科技风向标的CES（国际消费电子展），近年来已逐渐成为车企与科技企业角力自动驾驶领域的前沿阵地。过去两年，车企和供应商们还在比拼性能和参数。今年，展会的“AI浓度”大幅提升。真正的战场，已转向L4级自动驾驶的技术竞速。英伟达Alpamayo平台作为整合了推理视觉语言动作模型、仿真蓝图及数据集三大核心模块的开放架构，核心目标就是L4级自动驾驶功能。黄仁勋直言：“Alpamayo为自动驾驶汽车带来了推理能力，使它们能够思考罕见的场景，在复杂的环境中安全驾驶，并解释它们的驾驶决策。”这一表态很快引发了行业关注。而作为自动驾驶赛道的资深玩家，特斯拉创始人埃隆·马斯克在自家社交平台上疑似隔空回应，“好吧，这正是特斯拉在做的。他们会发现，达到99%很容易，但要解决分布的长尾问题却非常困难。”除了英伟达与特斯拉的“隔空较量”，美国科技公司Uber也在CES 2026上加码L4级无人驾驶，首次展示了联合电动汽车制造商LucidMotors、汽车技术公司Nuro共同打造的无人驾驶出租车，并计划于2026年内在美国加利福尼亚地区启动商业运营。自主品牌同样在CES 2026上集体“亮剑”。吉利汽车联合千里智驾发布了全新辅助驾驶品牌——G-ASD（GeelyAfariSmartDriving，千里浩瀚）；长城汽车推出ASL2.0智能体与VLA全场景大模型；禾赛科技与速腾聚创则聚焦自动驾驶核心硬件，分别展示了新一代L3车规激光雷达解决方案、全球首款3D安全激光雷达SafetyAiry等产品。长城汽车门店 图片来源：时代周报记者拍摄吉利汽车集团首席技术官李传海在CES 2026现场表示,“到2030年，汽车将进化为具备情感感知、主动服务和持续演进能力的‘超级智能’。”汽车行业资深分析师梅松林博士在接受时代周报记者采访时分析表示，自动驾驶在CES 2026成为核心话题，过去多年的技术迭代和落地测试逐渐成熟，这就使得自动驾驶正成为现实。“从大模型到世界模型以及GPU的不断突破，极大推进了自动驾驶的进程。”梅松林进一步补充道，“英伟达的加入会使这个赛道更加热闹，落地表现成为了关键比拼点。”事实上，自主品牌对自动驾驶技术的热衷，远不止展现在CES 2026上。1月8日，小鹏汽车召开2026新品发布会，小鹏汽车董事长、CEO何小鹏在发布会后的与媒体采访环节提到，2026年小鹏会开启Robotaxi运营，并强调“Robotaxi还是需要方向盘和刹车，但是会越来越安全和好用，同时也需要监管。”稍早之前，北汽研究总院与地平线成立合资智驾公司，进一步推动北汽“元境AI中枢大脑”技术升级。北汽研究总院副院长郑新芬此前介绍，北汽元境智驾技术体系包括Pro、Max、Ultra三大版本，其中Ultra版本使用1000T以上算力，面向L4级无人驾驶出租车。用得起，也用得安全的L4级自动驾驶，还有多远？黄仁勋在CES 2026上进一步明确了英伟达的行业愿景：“有朝一日，每一辆汽车、每一辆卡车都将实现自动驾驶。”只是当下距离“每一辆车都实现自动驾驶”的终极目标仍有差距，尤其是乘用车场景，还面临着技术、政策、消费者接受度等多方面的压力。但积极的方面在于，在商用车场景上，L4级自动驾驶已经呈现出了商业化落地突破的态势。L4级自动驾驶在商用车场景方面以RoboBus（自动驾驶巴士）、RoboTruck（自动驾驶卡车）、RoboVan（自动驾驶物流车）等为代表。其中，无人配送企业新石器无人车（Neolix）已累计部署超过16000台L4级无人车。CES 2026上，新石器无人车发布了可支持超过10万辆L4级无人车队稳定运行的无人驾驶物流解决方案。新石器无人车在CES 2026 图片来源：新石器无人车供图RoboBus方面，自动驾驶全栈技术与运营服务提供商蘑菇车联，在2025年10月中标新加坡官方首个L4级自动驾驶巴士项目，这也是自动驾驶巴士首次纳入海外公交系统。蘑菇车联总裁付强在接受时代周报记者采访时表示，从英伟达全面入局自动驾驶、中国L3级自动驾驶商用加速等现象来看，自动驾驶正从“技术验证”迈入“商业验证”的关键期。付强进一步对时代周报记者强调，随着技术成熟度提升、成本下降与政策完善，以RoboBus为代表的自动驾驶车辆将成为城市交通重要组成部分。“可以预判，2026年自动驾驶技术将从‘规则驱动’转向‘AI推理驱动’，生态协同随之取代单打独斗，‘自动驾驶技术+整车制造+本地运营’的一体化模式将成主流。”在商业路径上，付强分析到，“会呈现出‘垂直场景突破+全域拓展’的特点。即先在 RoboBus、干线物流等场景盈利，再逐步拓展至Robotaxi等复杂场景。”斯蒂芬·布朗也告诉时代周报记者，从基础层面看，所有自动驾驶车辆采用的技术具有相似性，某一领域的突破往往能推动其他领域的发展。但无人配送车辆和无人驾驶公交车还存在一些需要解决的技术问题。斯蒂芬·布朗强调，对于配送车辆而言，在没有驾驶员的情况下，必须有一套安全、可靠的装卸流程，这增加了操作复杂性；对于自动驾驶巴士而言，保障乘客安全是一项挑战。梅松林则认为，当前商用车和乘用车在自动驾驶技术方面最大的差别在成本和安全。“乘用车对成本和安全的要求远高于商用车，因此L4级自动驾驶新技术新模型可以先从商用车测试、检验、落地使用。如果技术路线验证行得通，再着手从供应链和规模化上控制成本，最终使乘用车也用得起、用得安全。”","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","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/2602323970","isCrawlerRequest":true}