摩根士丹利：即使英伟达推出新技术，特斯拉在自动驾驶领域仍领先数年

财闻01-13

当地时间1月12日，据特斯拉（TSLA.US）知名投资人Sawyer Merritt消息，摩根士丹利特斯拉分析师Andrew Percoco在最新报告中指出，即使英伟达（NVDA.US）推出了旨在帮助其他汽车制造商构建无人驾驶系统的新技术，特斯拉在自动驾驶领域仍然保持领先地位，“差距非常明显。”Andrew指出，特斯拉庞大且活跃的车队是其关键优势。凭借数百万辆汽车每天收集的真实驾驶数据，特斯拉能够...

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US QUALITY GROWTH \"A\" (USD) ACC"},"translate_title":"Morgan Stanley: Tesla Years Ahead in Autonomous Driving Even With New Tech from Nvidia","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDX":0.6,"TSLA":1.96,"NVIW.SI":0.6,"NVDY":0.6,"NVDD":0.6,"SNVD.UK":0.6,"NVDS":0.6,"NVDS.UK":0.6,"2NVD.UK":0.6,"TSLI":0.6,"NVD2.UK":0.6,"3NVD.UK":0.6,"NVDU":0.6,"TSYW.SI":0.6,"NVDA":1.91,"NVD":0.6,"NVD3.UK":0.6},"content_text":"当地时间1月12日，据特斯拉（TSLA.US）知名投资人Sawyer Merritt消息，摩根士丹利特斯拉分析师Andrew Percoco在最新报告中指出，即使英伟达（NVDA.US）推出了旨在帮助其他汽车制造商构建无人驾驶系统的新技术，特斯拉在自动驾驶领域仍然保持领先地位，“差距非常明显。”Andrew指出，特斯拉庞大且活跃的车队是其关键优势。凭借数百万辆汽车每天收集的真实驾驶数据，特斯拉能够以竞争对手难以企及的速度训练和改进其自动驾驶软件。凭借数据和规模优势，Andrew认为特斯拉在自动驾驶领域仍然领先竞争对手“数年”。报告指出，英伟达的最新进展并不会实质性地改变该投行对特斯拉的展望，因为构建一套完整的自动驾驶系统需要以年而非月来衡量。1月6日，在2026年CES上，英伟达发布首个专为自动驾驶汽车设计的“推理”AI，名为Alpamayo，专为L4自动驾驶开发设计，以实现安全、可靠的全自动驾驶能力。英伟达CEO黄仁勋表示，潜在用户可以获取Alpamayo模型并进行自主再训练。这一免费提供的产品旨在打造能够通过“思考”来应对突发状况（如红绿灯故障）的车辆。基于与梅赛德斯-奔驰的合作成果，英伟达正致力于推出既能在高速公路上实现脱手驾驶，又能在城市道路中自主穿行的车辆。黄仁勋称，首款搭载英伟达该技术的汽车将于今年第一季度在美国上路。","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 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