英伟达发布Alpamayo挑战特斯拉FSD，马斯克称不失眠，摩根士丹利：特斯拉领先数年

市场资讯01-12

在拉斯维加斯举办的CES 2026展会上，英伟达首席执行官黄仁勋发布了一款名为Alpamayo的开源自动驾驶AI模型。该模型被描述为一套完整的自动驾驶生态体系，旨在使汽车能够在真实世界中进行推理。针对这一被视为直接挑战特斯拉FSD系统的发布，特斯拉首席执行官埃隆·马斯克通过社交媒体平台X回应称，他并不会因此失眠，并真诚祝愿英伟达成功。马斯克同时表示，将自动驾驶做到99%相对容易，真正的挑战在于解决...

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波浪前进
01-13
波浪前进
走夜路吹口哨——给自己壮胆！特斯拉的市值是建立在全自动驾驶上的，本来引以为豪的几百亿公里的数据积累，现在英伟达只需要用芯片计算模拟就可以轻松超越，短时间内就可以更快的进化速度彻底超越特斯拉FSD。你说马斯克慌不慌？现在马斯克眼看自动驾驶故事讲到头了，又开始讲能源故事了。然而，能源的未来在于核电，要么核聚变要么清洁化的核裂变，至于特斯拉的太阳能——又贵又低效，不可能更便宜的核电抗衡的。特斯拉的故事，快要落幕了。$特斯拉(TSLA)$ $英伟达(NVDA)$
- Kevinlee:
  你懂个毛线，马斯克说的不是发电，是储能。fsd替代的是美国好昂的的士费，你去过美国吗

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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp;","listText":"走夜路吹口哨——给自己壮胆！特斯拉的市值是建立在全自动驾驶上的，本来引以为豪的几百亿公里的数据积累，现在英伟达只需要用芯片计算模拟就可以轻松超越，短时间内就可以更快的进化速度彻底超越特斯拉FSD。你说马斯克慌不慌？现在马斯克眼看自动驾驶故事讲到头了，又开始讲能源故事了。然而，能源的未来在于核电，要么核聚变要么清洁化的核裂变，至于特斯拉的太阳能——又贵又低效，不可能更便宜的核电抗衡的。特斯拉的故事，快要落幕了。<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp;","text":"走夜路吹口哨——给自己壮胆！特斯拉的市值是建立在全自动驾驶上的，本来引以为豪的几百亿公里的数据积累，现在英伟达只需要用芯片计算模拟就可以轻松超越，短时间内就可以更快的进化速度彻底超越特斯拉FSD。你说马斯克慌不慌？现在马斯克眼看自动驾驶故事讲到头了，又开始讲能源故事了。然而，能源的未来在于核电，要么核聚变要么清洁化的核裂变，至于特斯拉的太阳能——又贵又低效，不可能更便宜的核电抗衡的。特斯拉的故事，快要落幕了。$特斯拉(TSLA)$ $英伟达(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/521047970570752","repostId":2602594151,"repostType":2,"repost":{"id":"2602594151","kind":"news","pubTimestamp":1768198660,"share":"https://www.laohu8.com/m/news/2602594151?lang=zh_CN&edition=full","pubTime":"2026-01-12 14:17","market":"us","language":"zh","title":"英伟达发布Alpamayo挑战特斯拉FSD，马斯克称不失眠，摩根士丹利：特斯拉领先数年","url":"https://stock-news.laohu8.com/highlight/detail?id=2602594151","media":"市场资讯","summary":"在拉斯维加斯举办的CES 2026展会上，英伟达首席执行官黄仁勋发布了一款名为Alpamayo的开源自动驾驶AI模型。针对这一被视为直接挑战特斯拉FSD系统的发布，特斯拉首席执行官埃隆·马斯克通过社交媒体平台X回应称，他并不会因此失眠，并真诚祝愿英伟达成功。基于这些数据和规模优势，摩根士丹利认为，特斯拉在自动驾驶领域仍领先竞争对手数年。","content":"<html><body><article><p>在拉斯维加斯举办的CES 2026展会上，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>首席执行官黄仁勋发布了一款名为Alpamayo的开源自动驾驶AI模型。该模型被描述为一套完整的自动驾驶生态体系，旨在使汽车能够在真实世界中进行推理。</p><img src=\"https://img.jrjimg.cn/2024/03/20240318192515738.png\"/><p>针对这一被视为直接挑战<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>FSD系统的发布，特斯拉首席执行官埃隆·马斯克通过社交媒体平台X回应称，他并不会因此失眠，并真诚祝愿英伟达成功。马斯克同时表示，将自动驾驶做到99%相对容易，真正的挑战在于解决最后1%的“长尾问题”。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>在一份研究报告中表达了类似观点。该机构首席分析师安德鲁·佩尔科科指出，英伟达的平台为传统汽车制造商提供了一种更经济快捷的改进路径，但这可能仅使其成为更快的追随者，而非领导者。报告强调，特斯拉庞大的活跃车队是其核心优势，每天有数百万辆汽车收集真实驾驶数据，使其能够以竞争对手难以企及的速度训练和改进软件。基于这些数据和规模优势，摩根士丹利认为，特斯拉在自动驾驶领域仍领先竞争对手数年。</p><p>该机构补充称，英伟达的最新进展不会实质性改变其对特斯拉的展望，因为构建完整的自动驾驶系统需要以年为单位的时间。马斯克此前也曾预估，英伟达的进展可能需要五到六年才能对特斯拉构成真正的竞争压力。</p><p>市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。</p><p>财经频道更多独家策划、专家专栏，免费查阅&gt;&gt;责任编辑：钟离</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英伟达发布Alpamayo挑战特斯拉FSD，马斯克称不失眠，摩根士丹利：特斯拉领先数年</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达发布Alpamayo挑战特斯拉FSD，马斯克称不失眠，摩根士丹利：特斯拉领先数年\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-12 14:17 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260112154314a4b9953c&s=b><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在拉斯维加斯举办的CES 2026展会上，英伟达首席执行官黄仁勋发布了一款名为Alpamayo的开源自动驾驶AI模型。该模型被描述为一套完整的自动驾驶生态体系，旨在使汽车能够在真实世界中进行推理。针对这一被视为直接挑战特斯拉FSD系统的发布，特斯拉首席执行官埃隆·马斯克通过社交媒体平台X回应称，他并不会因此失眠，并真诚祝愿英伟达成功。马斯克同时表示，将自动驾驶做到99%相对容易，真正的挑战在于解决...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260112154314a4b9953c&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","BK4549":"软银资本持仓","TSLA":"特斯拉","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL 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