小鹏第二代VLA，唯一敢跟特斯拉叫板的中国智驾

雷科技03-05

“小鹏第二代VLA开启自动驾驶的‘DeepSeek时刻’！”DeepSeek，让AI加速走进千家万户。何小鹏的这句话，不只是一次技术宣言，更划下了一道时代的分界线。过去几年，辅助驾驶赛道很热闹，但绝大多数玩家干的都是同一件事：将L2的能力缝缝补补，而且高速辅助、城区辅助、智能泊车的逻辑都不同，开起来割裂感十足。何小鹏管这叫“L2缝合怪”，勉强能用，但没多少用户愿意用。而小鹏第二代VLA，完全抛弃了...

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冰河世纪新纪元
03-06
冰河世纪新纪元
中午在杭州试驾过X9的VLA2.0，发布会上说的能达到，没有吹嘘。从智驾角度比之前好N个档次。

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260305232017a6a744d0&s=b><strong>雷科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“小鹏第二代VLA开启自动驾驶的‘DeepSeek时刻’！”DeepSeek，让AI加速走进千家万户。何小鹏的这句话，不只是一次技术宣言，更划下了一道时代的分界线。过去几年，辅助驾驶赛道很热闹，但绝大多数玩家干的都是同一件事：将L2的能力缝缝补补，而且高速辅助、城区辅助、智能泊车的逻辑都不同，开起来割裂感十足。何小鹏管这叫“L2缝合怪”，勉强能用，但没多少用户愿意用。而小鹏第二代VLA，完全抛弃了...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260305232017a6a744d0&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":"LU1551013425.SGD","symbol_name":"Allianz Income and Growth Cl AMg2 DIS 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Tesla","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TLA":0.6,"EVS.SI":0.6,"TSYY":0.6,"TESL":0.6,"TSLG":0.6,"TSII":0.6,"TSL":0.6,"TSLT":0.6,"TSLI":0.6,"XPEG":0.6,"TSLY":0.6,"TSLW":0.6,"TSLO":0.6,"09868":1.96,"CRSH":0.6,"07766":0.6,"XPEV":1.96,"TSLZ":0.6,"TSLP":0.6,"TSLS":0.6,"TSLR":0.6,"TSDD":0.6,"TSLA":1.88,"TSLQ":0.6,"TEST":0.6},"content_text":"“小鹏第二代VLA开启自动驾驶的‘DeepSeek时刻’！”DeepSeek，让AI加速走进千家万户。何小鹏的这句话，不只是一次技术宣言，更划下了一道时代的分界线。过去几年，辅助驾驶赛道很热闹，但绝大多数玩家干的都是同一件事：将L2的能力缝缝补补，而且高速辅助、城区辅助、智能泊车的逻辑都不同，开起来割裂感十足。何小鹏管这叫“L2缝合怪”，勉强能用，但没多少用户愿意用。而小鹏第二代VLA，完全抛弃了这一思路，选择走更难的一步——重构智驾底层逻辑，用一套统一的物理世界大模型，把全场景打通。在小鹏第二代VLA发布会结束后，新华社第一时间点赞，表示“这是中国科技企业在物理AI领域的一次关键跃迁，以路径创新实现了换到超车，给出了中国答案。”资本市场的反应更直接，摩根士丹利、美国银行、汇丰银行同步给出“买入”评级，摩根士丹利的研究报告中指出：“小鹏第二代VLA的落地，使其具备与特斯拉在全球市场直接竞争的能力，全球智能汽车产业的格局或迎来新的变量。”掌声和赞誉都有了，但问题是：小鹏第二代VLA，凭什么让资本兴奋、让行业认可？何小鹏说的“妈妈都爱用的国民智驾”，和别家真不一样放眼全球智驾市场，特斯拉FSD长期占据高端赛道主导地位。端到端架构、海量真实数据，再加上全球化的落地能力，让它成为行业里绕不开的标杆。国内智驾品牌这几年进步确实快，尤其在全球最复杂的中国路况里疯狂迭代，但大部分品牌依旧没跳出老框架：只深耕国内、高度依赖高精地图、泛化能力偏弱，真和FSD正面比拼，体验差距依然明显。很长一段时间里，中国智驾扮演的都是“跟随者”角色，直到小鹏第二代VLA出现，格局才开始松动。全球范围内，能用一套自动驾驶软件，同时打通L4无人驾驶与Robotaxi共享出行的，之前只有特斯拉，现在加了个小鹏。就凭这一点，小鹏第二代VLA就已经跳出“跟随者”的队列，站到了同一张牌桌前。相比传统L2的小修小补，小鹏第二代VLA走了一条完全不同的技术路线，直接以L4为目标，从头重构智驾模型。这种从顶层向下设计的思路有个好处，它从一开始就不被现有能力天花板卡住，再加上更强的算力，和中国复杂路况喂出来的数据，第二代VLA在感知精度、决策速度和应变能力方面，直接突破现有L2的能力上限。从发布会演示来看，高速、城区、泊车三大主流场景全覆盖，乡村小路、泥泞路面、窄路会车、非铺装路面等极端场景也能从容应对，哪怕是驾驶者都难看清的坑洼、小动物，第二代VLA都能提前减速、绕行，全程无需接管。或许在何小鹏看来，真正的“车位到车位”智驾，应该能从容应对所有路况，而不是靠多个场景拼凑出来的“缝合体验”，更不是只在优质路面上才能实现的“伪全程智驾”。过去智驾为了安全，普遍过于保守：遇到情况先减速，能慢绝不快。稳妥是稳妥了，但路口通过率低、通勤时间变长，用户吐槽不断。小鹏第二代VLA不一样，不靠“慢”换安全，而是靠看得准、判得快、处理得稳，在安全前提下，开车节奏更像人类老司机，不招人烦。值得注意的是，小鹏第二代VLA的泛化能力很强。它不只是跑在车上，自家的Robotaxi、飞行汽车、人形机器人，都能共用同一套底层模型。更关键的是，大众已经确定成为第二代VLA的首发客户，一家全球头部车企，愿意在新一代智驾方案上选择中国技术，这本身就是一种认可。放到行业视角看，小鹏第二代VLA的意义，不只是一款新车、新系统，而是中国智驾第一次拿出一套，能和特斯拉FSD正面硬刚的完整方案。从跟随到领跑，从国内到全球，小鹏这一步让其重回T0梯队。小鹏凭什么敢直奔L4终局？倘若我们把视角聚焦在底层技术上，为什么小鹏敢直接瞄准L4终局？这不是激进的冒险，答案藏在四个关键词里：模型架构创新、AI Infra能力、全栈自研闭环，还有物理AI的真正落地。小鹏第二代VLA最核心的差异，就是技术路线彻底不同。支撑这套新范式的，是两个硬实力：行业首个量产原生多模态物理世界大模型，以及全新的V-A技术范式。前者负责将“看、听、读”三合一，让车像人一样感知世界；后者直接省去中间转译环节，从“看到”到“做到”一步到位，打破了行业沿用多年的“视觉－语言－动作”老路子。说得直白点，以前的智驾系统，得先把路况“翻译”成文字逻辑，比如识别出前方有人横穿，再输出刹车指令，多转一层就多一层损耗。第二代VLA不用这么绕，看到场景就能直接做出反应，因为它从底层就在理解物理世界的规则。支撑这种能力的，是小鹏的AI Infra和全栈自研。小鹏搭建了3万卡云端算力集群，运行效率常年90%以上，搭载720亿参数的基座模型，每5天就能迭代一次。训练数据近1亿个驾驶片段，相当于人类司机开6.5万年才能碰上的极限场景总和。算力够猛，模型才能快速进化。更重要的是，芯片、算法、硬件、架构，核心技术全握在自己手里，迭代节奏、落地速度完全自主，不受任何供应商牵制。在这些基础上，小鹏还直击自动驾驶本质，落地了物理AI。其实行业里早就有共识，智驾不能只活在虚拟仿真里，必须懂物理世界。马斯克多次强调，FSD的进化方向，就是让车像人一样理解真实世界的规则。小鹏第二代VLA，走的正是同一条终局路线。它是行业首个量产物理世界大模型，不只是下达“往前走”的指令，而是真正理解物理世界，比如这个障碍物下一秒会去哪、路面会不会打滑、运动轨迹如何变化，在感知风险的同时提前规划。更狠的是，由于AI Infra搭建得足够扎实，物理AI还能自我进化，慢慢就越开越像老司机，而且还能将这些数据应用在机器人、Robotaxi、飞行汽车上，让小鹏的“多物种生态”真正长出了“物理思维”。正是这套完整、自主可控的技术体系，小鹏不仅成为中国唯一能与特斯拉FSD正面对话的智驾方案，也真正站上了通往L4终局的牌桌。汽车不再是“工具”，而是“超级智能体”小鹏第二代VLA出来，不光是技术往前迈了一步，更重要的是，汽车这个角色的定位，变了。以前的车，说白了就是个听话的工具。你让它左转它左转，你喊停车它停车，妥妥的“执行者”。你不吭声，它就不动，跟车里的人没什么交流，也没什么心思。但现在的车，不应该只做到这一步。它得能琢磨——琢磨你在想什么，琢磨前面会发生什么，琢磨“车里这些人怎么待着更舒服”。你还没开口，它已经把事儿办了；你还没意识到风险，它已经悄悄绕开了。何小鹏在发布会上讲了一句话，特简单，但特在点上：“妈妈爱开的智驾，才能称得上是优秀的国民智驾。”话听着家常，但想想还真是这么回事，只有让不怎么开车的群体也敢用、爱用，才算是真正成熟的国民智驾。2026年，小鹏第二代VLA会和VLM大模型实现深度跨域融合，把汽车真正打造成“超级智能体”，直接对标特斯拉FSD+Grok的体验。这意味着，智驾和智舱不再是各玩各的两套系统，而是共用一个大脑。车一边在想“怎么开更安全、更顺畅”，一边也在同步操心“怎么让车里的人更舒服”。开车和坐车的体验彻底打通，全车就像一个整体在为你服务，反应更连贯，也更懂人。何小鹏大胆预测：“完全自动驾驶的时代，会在1—3年内真正到来。”这话听起来有点狂，但梳理小鹏这几年干的事，每一步都不是PPT和噱头，是真金白银的投入和扎扎实实的技术落地。小鹏早已不是在“赌未来”，而是在一步一步把未来变成现实。终局很远，但小鹏已经迈出关键一步我们或许很难描摹自动驾驶终局的全貌，但小鹏第二代VLA让这件事落了地。它不再是空泛的技术概念，也不是停留在实验室里的演示，而是把“智能汽车更有温度”这句口号，拆成了用户实实在在能感受到的体验：更舒适的体感、全场景的通行能力、安全又高效的决策。终局或许还很远，但就凭能死磕这三点，小鹏第二代VLA就能在智驾赛道站住脚跟。当自动驾驶不再一门心思炫技，而是真的关心普通人坐得安不安心、开得累不累，这就说明，我们已经站在智驾新时代的门口了。","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":"productRelease","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[{"id":539685374747712,"gmtCreate":1772777194480,"gmtModify":1772777197114,"author":{"id":"4201667888842370","authorId":"4201667888842370","name":"冰河世纪 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