蔚来押注自研芯片，剑指英伟达“霸权”

环球市场播报04-24

面对持续飙升的采购成本和愈演愈烈的“AI算力战争”，中国电动汽车制造商蔚来正全力加速“去英伟达化”。该公司日前宣布，其子品牌乐道新车型将全面搭载自研的“神玑NX9031”智驾芯片，试图以此摆脱对英伟达等海外巨头的依赖，掌握供应链主动权。　　单车年省万元，自研芯片成降本利器　　长期以来，高端智驾芯片由英伟达等巨头主导，车企议价空间有限。蔚来创始人李斌透露，在采购高峰期，公司一年向英伟达支付的费用...

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一句顶一万句
04-25
一句顶一万句
这条“新闻”连噪音都算不上

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href=https://finance.sina.com.cn/stock/usstock/c/2026-04-24/doc-inhvrnzu4498528.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>面对持续飙升的采购成本和愈演愈烈的“AI算力战争”，中国电动汽车制造商蔚来正全力加速“去英伟达化”。该公司日前宣布，其子品牌乐道新车型将全面搭载自研的“神玑NX9031”智驾芯片，试图以此摆脱对英伟达等海外巨头的依赖，掌握供应链主动权。\n　　单车年省万元，自研芯片成降本利器\n　　长期以来，高端智驾芯片由英伟达等巨头主导，车企议价空间有限。蔚来创始人李斌透露，在采购高峰期，公司一年向英伟达支付的费用...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-04-24/doc-inhvrnzu4498528.shtml\">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":"NVDD","symbol_name":"1倍做空NVDA 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X方案，而高阶版本则升级为自研的“神玑NX9031”及激光雷达方案。这种“高低搭配”的策略，显示了蔚来在过渡期对供应链的把控力。\n　　从依赖到自立：构建AI时代的核心技术护城河\n　　自研芯片不仅是出于降本考量，更是为了在AI时代掌握“迭代的确定性”。李斌指出，智驾芯片迭代极快，“不提供最新的技术，便无法参与市场竞争”。\n　　将芯片底层技术掌握在自己手中，有利于打通“数据-算法-算力”闭环，实现软硬件的深度协同。尽管累计研发投入已超670亿元，且面临着2026年实现盈利的战略目标，但蔚来仍选择通过拆分芯片子公司神玑并引入外部融资，以更灵活的姿态加注这场“AI翻身仗”。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 SF065","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[{"id":557204685391232,"gmtCreate":1777068009300,"gmtModify":1777068012171,"author":{"id":"3435875980113022","authorId":"3435875980113022","name":"一句顶一万句","avatar":"https://static.tigerbbs.com/98c7e768243af1d035653600861fc30f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"wearingBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","name":"明星虎友","description":"加入老虎社区2000天","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"authorIdStr":"3435875980113022","idStr":"3435875980113022"},"htmlText":"这条“新闻”连噪音都算不上","listText":"这条“新闻”连噪音都算不上","text":"这条“新闻”连噪音都算不上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/557204685391232","repostId":2629823346,"repostType":2,"repost":{"id":"2629823346","kind":"news","pubTimestamp":1777042920,"share":"https://www.laohu8.com/m/news/2629823346?lang=zh_CN&edition=full","pubTime":"2026-04-24 23:02","market":"sg","language":"zh","title":"蔚来押注自研芯片，剑指英伟达“霸权”","url":"https://stock-news.laohu8.com/highlight/detail?id=2629823346","media":"环球市场播报","summary":"面对持续飙升的采购成本和愈演愈烈的“AI算力战争”，中国电动汽车制造商蔚来正全力加速“去英伟达化”。该公司日前宣布，其子品牌乐道新车型将全面搭载自研的“神玑NX9031”智驾芯片，试图以此摆脱对英伟达等海外巨头的依赖，掌握供应链主动权。　　长期以来，高端智驾芯片由英伟达等巨头主导，车企议价空间有限。","content":"<html><body><div>\n<p>　　面对持续飙升的采购成本和愈演愈烈的“AI算力战争”，中国电动汽车制造商<span><a href=\"https://laohu8.com/S/NIO\">蔚来</a></span><span></span>正全力加速“去<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>化”。该公司日前宣布，其子品牌乐道新车型将全面搭载自研的“神玑NX9031”智驾芯片，试图以此摆脱对英伟达等海外巨头的依赖，掌握供应链主动权。</p>\n<p>　　单车年省万元，自研芯片成降本利器</p>\n<p>　　长期以来，高端智驾芯片由英伟达等巨头主导，车企议价空间有限。<a href=\"https://laohu8.com/S/09866\">蔚来</a>创始人李斌透露，在采购高峰期，公司一年向英伟达支付的费用高达3亿美元，单车芯片成本约为1.1万元。</p>\n<p>　　“从用研发换成本降低和毛利的角度，自研芯片肯定合算。”李斌表示。随着搭载自研芯片的“神玑NX9031”量产上车，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>单车芯片成本成功降低约1万元。若以当前数十万的年销量测算，这一举措每年能为公司节省超过18亿元的开支。</p>\n<p>　　“一颗抵四颗”：硬件性能对标行业顶配</p>\n<p>　　“神玑NX9031”是全球首款量产的5纳米车规级智驾芯片，在参数上表现激进。据悉，该芯片单颗算力性能可抵四颗英伟达Orin-X芯片，拥有超过500亿颗晶体管。在内存带宽和图像处理能力上，该芯片基于大模型需求进行了优化，旨在满足下一代自动驾驶算法的庞杂算力需求。</p>\n<p>　　在2026款乐道L90车型上，Pro版本将搭载英伟达Orin X方案，而高阶版本则升级为自研的“神玑NX9031”及激光雷达方案。这种“高低搭配”的策略，显示了蔚来在过渡期对供应链的把控力。</p>\n<p>　　从依赖到自立：构建AI时代的核心技术护城河</p>\n<p>　　自研芯片不仅是出于降本考量，更是为了在AI时代掌握“迭代的确定性”。李斌指出，智驾芯片迭代极快，“不提供最新的技术，便无法参与市场竞争”。</p>\n<p>　　将芯片底层技术掌握在自己手中，有利于打通“数据-算法-算力”闭环，实现软硬件的深度协同。尽管累计研发投入已超670亿元，且面临着2026年实现盈利的战略目标，但蔚来仍选择通过拆分芯片子公司神玑并引入外部融资，以更灵活的姿态加注这场“AI翻身仗”。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：张俊 SF065</p>\n</div></body></html>","source":"sina","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\" 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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蔚来押注自研芯片，剑指英伟达“霸权”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-24 23:02 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2026-04-24/doc-inhvrnzu4498528.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>面对持续飙升的采购成本和愈演愈烈的“AI算力战争”，中国电动汽车制造商蔚来正全力加速“去英伟达化”。该公司日前宣布，其子品牌乐道新车型将全面搭载自研的“神玑NX9031”智驾芯片，试图以此摆脱对英伟达等海外巨头的依赖，掌握供应链主动权。\n　　单车年省万元，自研芯片成降本利器\n　　长期以来，高端智驾芯片由英伟达等巨头主导，车企议价空间有限。蔚来创始人李斌透露，在采购高峰期，公司一年向英伟达支付的费用...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-04-24/doc-inhvrnzu4498528.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159813":"芯片","NVDD":"1倍做空NVDA ETF-Direxion","SMHX":"VanEck Fabless Semiconductor ETF","NVDG":"2倍做多NVDA ETF- Leverage Shares","OND":"ProShares On-Demand ETF","AAPL":"苹果","NVIW.SI":"NVDA 3xLongSG261006","NVD2.UK":"2X NVIDIA ETP","SNVD.UK":"LS -1X NVIDIA","NVDQ":"2倍做空NVDA ETF-T-Rex","NIO":"蔚来","TSLA":"特斯拉","2NVD.UK":"2X NVIDIA ETP","NVDA":"英伟达","NVD3.UK":"LS 3X NVIDIA","NVII":"Rex NVDA Growth & Income ETF","3NVD.UK":"LS 3X 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X方案，而高阶版本则升级为自研的“神玑NX9031”及激光雷达方案。这种“高低搭配”的策略，显示了蔚来在过渡期对供应链的把控力。\n　　从依赖到自立：构建AI时代的核心技术护城河\n　　自研芯片不仅是出于降本考量，更是为了在AI时代掌握“迭代的确定性”。李斌指出，智驾芯片迭代极快，“不提供最新的技术，便无法参与市场竞争”。\n　　将芯片底层技术掌握在自己手中，有利于打通“数据-算法-算力”闭环，实现软硬件的深度协同。尽管累计研发投入已超670亿元，且面临着2026年实现盈利的战略目标，但蔚来仍选择通过拆分芯片子公司神玑并引入外部融资，以更灵活的姿态加注这场“AI翻身仗”。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 SF065","news_type":1,"symbols_score_info":{"159813":1.5,"3NVD.UK":0.6,"AAPL":0.6,"NVDD":0.6,"SMHX":1.5,"NVDY":0.6,"SOXQ":1.5,"NVDU":0.6,"SOXS":1.5,"EVS.SI":0.6,"GOOG":0.6,"NVDQ":0.6,"PSI":1.5,"XSD":1.5,"NVDO":0.6,"META":0.6,"NIOG":0.6,"MSFT":0.6,"SOXL":1.5,"NIO":1.5,"NVDG":0.6,"NVDA":1.5,"NVII":0.6,"NVDX":0.6,"DIPS":0.6,"SOXX":1.5,"NVDW":0.6,"YMAG":1.5,"CHAT":1.5,"TSLA":0.6,"SSG":1.5,"NVIW.SI":0.6,"OND":1.5,"09866":1.5,"SNVD.UK":0.6,"2NVD.UK":0.6,"NVD3.UK":0.6,"SMH":1.5,"NVD":0.6,"MAGY":1.5,"NIO.SI":1.5,"NVD2.UK":0.6,"SOXY":1.5,"USD":1.5,"NVDB":0.6,"NVDS.UK":0.6,"NVDS":0.6,"CHPY":1.5,"ANV":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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