冰河世纪新纪元的个人主页 - 老虎社区

冰河世纪新纪元

暂无个人介绍

IP属地：浙江

0关注

0粉丝

0主题

0勋章

冰河世纪新纪元

03-06

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。

小鹏第二代VLA，唯一敢跟特斯拉叫板的中国智驾

冰河世纪新纪元

03-05

$小鹏汽车-W(09868)$ 好的产品在时间的检验下总会绽放本身色彩，鉴定持有！

冰河世纪新纪元

03-01

少好多，好的产品能让消费者买单才是真道理！

小鹏汽车：2月交付15256辆汽车

冰河世纪新纪元

2025-12-04

$小鹏汽车-W(09868)$ 十年翻三倍肯定没问题的

冰河世纪新纪元

2025-12-03

不让涨嘛，涨一点就砸下来

冰河世纪新纪元

2025-10-23

$泡玛法兴五甲沽A.P(16821)$ 跌10个点都不涨，

冰河世纪新纪元

2025-09-15

$泡玛法兴五甲沽A.P(16821)$ 股票大跌跟着大跌，这是什么庄家

冰河世纪新纪元

2025-09-08

$泡玛法兴五甲沽A.P(16821)$ 这都不涨下跌的时候狂跌，这个发行机构不行啊

冰河世纪新纪元

2025-09-04

跌的没有脾气了

冰河世纪新纪元

2025-06-13

$三倍做空半导体ETF-Direxion Daily(SOXS)$ 积极看多三倍做空半导体

冰河世纪新纪元

2025-04-23

$三倍做空半导体ETF-Direxion Daily(SOXS)$

冰河世纪新纪元

2025-04-23

$SOXL 20250509 13.0 CALL$ 坚定看多半导体

冰河世纪新纪元

2025-04-11

$三倍做多半导体ETF-Direxion Daily(SOXL)$

冰河世纪新纪元

2025-04-11

$三倍做多半导体ETF-Direxion Daily(SOXL)$

冰河世纪新纪元

2025-03-27

$小鹏汽车(XPEV)$ 像250港币迈进

冰河世纪新纪元

2025-03-24

$小鹏汽车(XPEV)$ 选择小鹏大于努力

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4201667888842370","uuid":"4201667888842370","gmtCreate":1738564752395,"gmtModify":1738664945946,"name":"冰河世纪 新纪元","pinyin":"bhsjxjybingheshijixinjiyuan","introduction":"","introductionEn":null,"signature":"","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":0,"tweetSize":16,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.01.15","exceedPercentage":"93.83%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.06.05","exceedPercentage":"93.22%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.03.26","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.02.07","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":5,"crmLevelSwitch":0,"location":"浙江","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":539685374747712,"gmtCreate":1772777194480,"gmtModify":1772777197114,"author":{"id":"4201667888842370","authorId":"4201667888842370","name":"冰河世纪 新纪元","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201667888842370","authorIdStr":"4201667888842370"},"themes":[],"title":"","htmlText":"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。","listText":"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。","text":"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。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/539685374747712","repostId":"2617752918","repostType":2,"repost":{"id":"2617752918","kind":"news","pubTimestamp":1772723795,"share":"https://www.laohu8.com/m/news/2617752918?lang=zh_CN&edition=full","pubTime":"2026-03-05 23:16","market":"us","language":"zh","title":"小鹏第二代VLA，唯一敢跟特斯拉叫板的中国智驾","url":"https://stock-news.laohu8.com/highlight/detail?id=2617752918","media":"雷科技","summary":"值得注意的是，小鹏第二代VLA的泛化能力很强。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。小鹏第二代VLA最核心的差异，就是技术路线彻底不同。小鹏第二代VLA，走的正是同一条终局路线。","content":"<html><body><article><p>“<strong>小鹏第二代VLA开启自动驾驶的‘DeepSeek时刻’！</strong>”</p><p>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。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260305231649676d16394cibsct7tv\"/><p>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。</p><p>何小鹏管这叫“L2缝合怪”，勉强能用，但没多少用户愿意用。</p><p>而小鹏第二代VLA，完全抛弃了这一思路，选择走更难的一步——<strong>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。</strong></p><p>在小鹏第二代VLA发布会结束后，新华社第一时间点赞，表示“<strong>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。</strong>”</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260305231700267d163f28eidcoxo7\"/><p>资本市场的反应更直接，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>、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：“<strong>小鹏第二代VLA的落地，使其具备与<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>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。</strong>”</p><img src=\"https://img.leikeji.com/resource/img/855bd1c4ae0948aebd5c3b852d3fd026.jpg\"/><p>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？</p><p><strong>何小鹏说的“</strong><strong>妈妈都</strong><strong>爱用的</strong><strong>国民智驾</strong><strong>”，和别家真不一样</strong></p><p>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。</p><p>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。</p><p>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。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260305231728870d163sz29lk41ogo\"/><p>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。</p><p><strong>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。</strong></p><p>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。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260305231747614d163tvejio2awaf\"/><p><strong>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”。</strong></p><p>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。</p><p>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。</p><img src=\"https://img.leikeji.com/resource/img/360fb12b8d17454cae67367b6a65a652.jpg\"/><p>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。</p><p><strong>小鹏凭什么敢直奔L4终局？</strong></p><p>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。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260305231820275d163mzvrug3r4mn\"/><p><strong>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。</strong></p><p>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。</p><p>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。</p><img src=\"https://img.leikeji.com/resource/img/63d3c9c777ab460c84d73700919a0e24.jpg\"/><p>支撑这种能力的，是小鹏的AI Infra和全栈自研。</p><p>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。</p><p>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。</p><img src=\"https://img.leikeji.com/resource/img/033a2997c0d844aa9481f80fe57de44a.jpg\"/><p>在这些基础上，小鹏还直击自动驾驶本质，落地了物理AI。</p><p>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。</p><p>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。</p><p>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”。</p><img src=\"https://img.leikeji.com/resource/img/70e93cd87fa141ffb430b0809527abe2.jpg\"/><p>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。</p><p><strong>汽车不再是“工具”，而是“超级智能体”</strong></p><p>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。</p><p>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。</p><p>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。</p><p>何小鹏在发布会上讲了一句话，特简单，但特在点上：“<strong>妈妈爱开的智驾，才能称得上是优秀的国民智驾。</strong>”</p><img src=\"https://img.leikeji.com/resource/img/774d607723644c8c9212f3233d34f566.jpg\"/><p>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。</p><p>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。</p><p><strong>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。</strong></p><img src=\"https://img.leikeji.com/resource/img/4df2a05499f64976a6aaccca68b0933a.jpg\"/><p>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。</p><p>何小鹏大胆预测：“<strong>完全自动驾驶的时代，会在1—3年内真正到来。</strong>”</p><p>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。</p><p><strong>终局很远，但小鹏已经迈出关键一步</strong></p><p>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。</p><p>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：<strong>更舒适的体感、全场景的通行能力、安全又高效的决策。</strong></p><p>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。</p><p>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<a href=\"https://laohu8.com/S/00166\">新时代</a>的门口了。</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>小鹏第二代VLA，唯一敢跟特斯拉叫板的中国智驾</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小鹏第二代VLA，唯一敢跟特斯拉叫板的中国智驾\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-05 23:16 北京时间&nbsp;&nbsp;&nbsp;<a 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","type":0,"thumbnail":"","relate_stocks":{"TSYY":"收益增强TSLA ETF-GraniteShares","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","BK4527":"明星科技股","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","BK4526":"热门中概股","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","07766":"南方两倍做多特斯拉","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","BK4612":"AI芯片","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","TSII":"REX TSLA Growth & Income ETF","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","BK4574":"无人驾驶","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","TSL":"1.25倍做多TSLA ETF-GraniteShares","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","TSLG":"2倍做多TSLA ETF-Leverage Shares","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","TSLI":"2倍做多TSLA ETF-ProShares","BK4581":"高盛持仓","09868":"小鹏集团-W","BK4543":"AI","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4511":"特斯拉概念","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","BK4534":"瑞士信贷持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","TSLP":"TSLA收益溢价策略ETF-Kurv","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","TSLQ":"2倍做空TSLA ETF-Tradr","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","BK4516":"特朗普概念","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","TSLR":"2倍做多TSLA ETF-GraniteShares","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4592":"伊斯兰概念","TSLS":"1倍做空TSLA ETF-Direxion","TSLT":"2倍做多TSLA ETF-T-Rex","BK4548":"巴美列捷福持仓","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","TSLW":"TSLA周配息ETF-Roundhill","TSLA":"特斯拉","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","TSLY":"TSLA期权收益策略ETF-YieldMax","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","TSLZ":"2倍做空TSLA ETF-T-Rex","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","BK4099":"汽车制造商","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4585":"ETF&股票定投概念","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4555":"新能源车","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","TESL":"Simplify Volt TSLA Revolution ETF","TEST":"YieldMax TSLA Performance & Distribution Target 25 ETF","LU0823411888.USD":"法巴消费创新基金 Cap","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","SG9999015978.USD":"利安颠覆性创新基金A","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","TSDD":"2倍做空TSLA ETF-GraniteShares","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4598":"佩洛西持仓","BK4551":"寇图资本持仓","LU2063271972.USD":"富兰克林创新领域基金","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","TLA":"GraniteShares Autocallable TSLA ETF","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","XPEV":"小鹏集团","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4505":"高瓴资本持仓","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0823414478.USD":"法巴经典能源转换基金","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","XPEG":"2倍做多XPEV ETF-Leverage Shares","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4604":"机器人概念"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260305232017a6a744d0&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2617752918","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。","news_type":1,"symbols_score_info":{"XPEV":1.96,"TLA":0.6,"TESL":0.6,"TSLZ":0.6,"TSDD":0.6,"TSLQ":0.6,"TSLS":0.6,"TSII":0.6,"TSLR":0.6,"TEST":0.6,"XPEG":0.6,"07766":0.6,"TSYY":0.6,"TSLO":0.6,"TSLP":0.6,"TSLI":0.6,"EVS.SI":0.6,"CRSH":0.6,"TSLA":1.88,"TSLY":0.6,"TSLW":0.6,"TSLG":0.6,"09868":1.96,"TSL":0.6,"TSLT":0.6}},"isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539327089886656,"gmtCreate":1772690738217,"gmtModify":1772690740058,"author":{"id":"4201667888842370","authorId":"4201667888842370","name":"冰河世纪 新纪元","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201667888842370","authorIdStr":"4201667888842370"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$&nbsp;</a><v-v data-views=\"1\"></v-v> 好的产品在时间的检验下总会绽放本身色彩，鉴定持有！","listText":"<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$&nbsp;</a><v-v data-views=\"1\"></v-v> 好的产品在时间的检验下总会绽放本身色彩，鉴定持有！","text":"$小鹏汽车-W(09868)$ 好的产品在时间的检验下总会绽放本身色彩，鉴定持有！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/539327089886656","isVote":1,"tweetType":1,"viewCount":3540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":537925481881680,"gmtCreate":1772350427235,"gmtModify":1772350429734,"author":{"id":"4201667888842370","authorId":"4201667888842370","name":"冰河世纪 新纪元","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201667888842370","authorIdStr":"4201667888842370"},"themes":[],"title":"","htmlText":"少好多，好的产品能让消费者买单才是真道理！","listText":"少好多，好的产品能让消费者买单才是真道理！","text":"少好多，好的产品能让消费者买单才是真道理！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537925481881680","repostId":"1181091340","repostType":2,"repost":{"id":"1181091340","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1772348030,"share":"https://www.laohu8.com/m/news/1181091340?lang=zh_CN&edition=full","pubTime":"2026-03-01 14:53","market":"us","language":"zh","title":"小鹏汽车：2月交付15256辆汽车","url":"https://stock-news.laohu8.com/highlight/detail?id=1181091340","media":"老虎资讯综合","summary":"3月1日，小鹏汽车：2月交付15256辆汽车。","content":"<html><head></head><body><p>3月1日，小鹏汽车：2月交付15256辆汽车。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8304ab72ba93f85c1017e148b270858f\" tg-width=\"1711\" tg-height=\"646\"/></p><p></p></body></html>","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>小鹏汽车：2月交付15256辆汽车</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小鹏汽车：2月交付15256辆汽车\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-03-01 14:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月1日，小鹏汽车：2月交付15256辆汽车。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8304ab72ba93f85c1017e148b270858f\" tg-width=\"1711\" tg-height=\"646\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7b8fa6072ee37e0b77a4d157dfdbb8b0","relate_stocks":{"XPEV":"小鹏集团","09868":"小鹏集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181091340","content_text":"3月1日，小鹏汽车：2月交付15256辆汽车。","news_type":1,"symbols_score_info":{"XPEV":1,"09868":1}},"isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507018644312072,"gmtCreate":1764814430712,"gmtModify":1764814432647,"author":{"id":"4201667888842370","authorId":"4201667888842370","name":"冰河世纪 新纪元","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201667888842370","authorIdStr":"4201667888842370"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$&nbsp;</a><v-v data-views=\"1\"></v-v> 十年翻三倍肯定没问题的","listText":"<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$&nbsp;</a><v-v data-views=\"1\"></v-v> 十年翻三倍肯定没问题的","text":"$小鹏汽车-W(09868)$ 十年翻三倍肯定没问题的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507018644312072","isVote":1,"tweetType":1,"viewCount":1391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506966496084064,"gmtCreate":1764746850614,"gmtModify":1764746852826,"author":{"id":"4201667888842370","authorId":"4201667888842370","name":"冰河世纪 新纪元","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201667888842370","authorIdStr":"4201667888842370"},"themes":[],"htmlText":"不让涨嘛，涨一点就砸下来","listText":"不让涨嘛，涨一点就砸下来","text":"不让涨嘛，涨一点就砸下来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506966496084064","isVote":1,"tweetType":1,"viewCount":744,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492229197697056,"gmtCreate":1761194213750,"gmtModify":1761194215734,"author":{"id":"4201667888842370","authorId":"4201667888842370","name":"冰河世纪 新纪元","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201667888842370","authorIdStr":"4201667888842370"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/16821\">$泡玛法兴五甲沽A.P(16821)$ </a> 跌10个点都不涨，","listText":"<a href=\"https://laohu8.com/S/16821\">$泡玛法兴五甲沽A.P(16821)$ </a> 跌10个点都不涨，","text":"$泡玛法兴五甲沽A.P(16821)$ 跌10个点都不涨，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492229197697056","isVote":1,"tweetType":1,"viewCount":968,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":478719616221584,"gmtCreate":1757906672355,"gmtModify":1757906674304,"author":{"id":"4201667888842370","authorId":"4201667888842370","name":"冰河世纪 新纪元","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201667888842370","authorIdStr":"4201667888842370"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/16821\">$泡玛法兴五甲沽A.P(16821)$ </a> 股票大跌跟着大跌，这是什么庄家","listText":"<a href=\"https://laohu8.com/S/16821\">$泡玛法兴五甲沽A.P(16821)$ </a> 股票大跌跟着大跌，这是什么庄家","text":"$泡玛法兴五甲沽A.P(16821)$ 股票大跌跟着大跌，这是什么庄家","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/478719616221584","isVote":1,"tweetType":1,"viewCount":1400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476404270891488,"gmtCreate":1757312922827,"gmtModify":1757312924098,"author":{"id":"4201667888842370","authorId":"4201667888842370","name":"冰河世纪 新纪元","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201667888842370","authorIdStr":"4201667888842370"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/16821\">$泡玛法兴五甲沽A.P(16821)$ </a> 这都不涨下跌的时候狂跌，这个发行机构不行啊","listText":"<a href=\"https://laohu8.com/S/16821\">$泡玛法兴五甲沽A.P(16821)$ </a> 这都不涨下跌的时候狂跌，这个发行机构不行啊","text":"$泡玛法兴五甲沽A.P(16821)$ 这都不涨下跌的时候狂跌，这个发行机构不行啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476404270891488","isVote":1,"tweetType":1,"viewCount":1411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474875942207560,"gmtCreate":1756957575899,"gmtModify":1756957577798,"author":{"id":"4201667888842370","authorId":"4201667888842370","name":"冰河世纪 新纪元","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201667888842370","authorIdStr":"4201667888842370"},"themes":[],"htmlText":"跌的没有脾气了","listText":"跌的没有脾气了","text":"跌的没有脾气了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474875942207560","isVote":1,"tweetType":1,"viewCount":1514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":445708668658424,"gmtCreate":1749821667556,"gmtModify":1749821668646,"author":{"id":"4201667888842370","authorId":"4201667888842370","name":"冰河世纪 新纪元","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201667888842370","authorIdStr":"4201667888842370"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$&nbsp;</a><v-v data-views=\"1\"></v-v> 积极看多三倍做空半导体","listText":"<a href=\"https://laohu8.com/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$&nbsp;</a><v-v data-views=\"1\"></v-v> 积极看多三倍做空半导体","text":"$三倍做空半导体ETF-Direxion Daily(SOXS)$ 积极看多三倍做空半导体","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/445708668658424","isVote":1,"tweetType":1,"viewCount":1923,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427582031896688,"gmtCreate":1745416083804,"gmtModify":1745416086702,"author":{"id":"4201667888842370","authorId":"4201667888842370","name":"冰河世纪 新纪元","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201667888842370","authorIdStr":"4201667888842370"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$ </a>&nbsp;","text":"$三倍做空半导体ETF-Direxion Daily(SOXS)$","images":[{"img":"https://static.tigerbbs.com/61b571394865ba77771b6e19d3d2a619","width":"1038","height":"1877"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427582031896688","isVote":1,"tweetType":1,"viewCount":1758,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":427500211962312,"gmtCreate":1745393865238,"gmtModify":1745393867706,"author":{"id":"4201667888842370","authorId":"4201667888842370","name":"冰河世纪 新纪元","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201667888842370","authorIdStr":"4201667888842370"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/SOXL 20250509 13.0 CALL\">$SOXL 20250509 13.0 CALL$ </a> 坚定看多半导体","listText":"<a href=\"https://laohu8.com/OPT/SOXL 20250509 13.0 CALL\">$SOXL 20250509 13.0 CALL$ </a> 坚定看多半导体","text":"$SOXL 20250509 13.0 CALL$ 坚定看多半导体","images":[{"img":"https://static.tigerbbs.com/17eb9d60f14f45da9c4bbe29f6a111df","width":"1038","height":"1877"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427500211962312","isVote":1,"tweetType":1,"viewCount":2400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":423359626002552,"gmtCreate":1744377933035,"gmtModify":1744378468746,"author":{"id":"4201667888842370","authorId":"4201667888842370","name":"冰河世纪 新纪元","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201667888842370","authorIdStr":"4201667888842370"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a>&nbsp;","text":"$三倍做多半导体ETF-Direxion Daily(SOXL)$","images":[{"img":"https://static.tigerbbs.com/fa8845bade7696e49cf7080b6b70b067","width":"1038","height":"1877"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/423359626002552","isVote":1,"tweetType":1,"viewCount":1669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":423286706598104,"gmtCreate":1744360327628,"gmtModify":1744362797507,"author":{"id":"4201667888842370","authorId":"4201667888842370","name":"冰河世纪 新纪元","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201667888842370","authorIdStr":"4201667888842370"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a>&nbsp;","text":"$三倍做多半导体ETF-Direxion Daily(SOXL)$","images":[{"img":"https://static.tigerbbs.com/06f71f1cc7f6815b963f5bbbe24590c5","width":"1038","height":"1877"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/423286706598104","isVote":1,"tweetType":1,"viewCount":1266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":417985948520640,"gmtCreate":1743088849085,"gmtModify":1743089361023,"author":{"id":"4201667888842370","authorId":"4201667888842370","name":"冰河世纪 新纪元","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201667888842370","authorIdStr":"4201667888842370"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$&nbsp;</a><v-v data-views=\"1\"></v-v> 像250港币迈进","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$&nbsp;</a><v-v data-views=\"1\"></v-v> 像250港币迈进","text":"$小鹏汽车(XPEV)$ 像250港币迈进","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/417985948520640","isVote":1,"tweetType":1,"viewCount":1603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":416999519302272,"gmtCreate":1742825998472,"gmtModify":1742826218864,"author":{"id":"4201667888842370","authorId":"4201667888842370","name":"冰河世纪 新纪元","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201667888842370","authorIdStr":"4201667888842370"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$&nbsp;</a><v-v data-views=\"1\"></v-v> 选择小鹏大于努力","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$&nbsp;</a><v-v data-views=\"1\"></v-v> 选择小鹏大于努力","text":"$小鹏汽车(XPEV)$ 选择小鹏大于努力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/416999519302272","isVote":1,"tweetType":1,"viewCount":1532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":539685374747712,"gmtCreate":1772777194480,"gmtModify":1772777197114,"author":{"id":"4201667888842370","authorId":"4201667888842370","name":"冰河世纪 新纪元","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201667888842370","authorIdStr":"4201667888842370"},"themes":[],"title":"","htmlText":"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。","listText":"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。","text":"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。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/539685374747712","repostId":"2617752918","repostType":2,"repost":{"id":"2617752918","kind":"news","pubTimestamp":1772723795,"share":"https://www.laohu8.com/m/news/2617752918?lang=zh_CN&edition=full","pubTime":"2026-03-05 23:16","market":"us","language":"zh","title":"小鹏第二代VLA，唯一敢跟特斯拉叫板的中国智驾","url":"https://stock-news.laohu8.com/highlight/detail?id=2617752918","media":"雷科技","summary":"值得注意的是，小鹏第二代VLA的泛化能力很强。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。小鹏第二代VLA最核心的差异，就是技术路线彻底不同。小鹏第二代VLA，走的正是同一条终局路线。","content":"<html><body><article><p>“<strong>小鹏第二代VLA开启自动驾驶的‘DeepSeek时刻’！</strong>”</p><p>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。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260305231649676d16394cibsct7tv\"/><p>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。</p><p>何小鹏管这叫“L2缝合怪”，勉强能用，但没多少用户愿意用。</p><p>而小鹏第二代VLA，完全抛弃了这一思路，选择走更难的一步——<strong>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。</strong></p><p>在小鹏第二代VLA发布会结束后，新华社第一时间点赞，表示“<strong>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。</strong>”</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260305231700267d163f28eidcoxo7\"/><p>资本市场的反应更直接，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>、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：“<strong>小鹏第二代VLA的落地，使其具备与<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>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。</strong>”</p><img src=\"https://img.leikeji.com/resource/img/855bd1c4ae0948aebd5c3b852d3fd026.jpg\"/><p>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？</p><p><strong>何小鹏说的“</strong><strong>妈妈都</strong><strong>爱用的</strong><strong>国民智驾</strong><strong>”，和别家真不一样</strong></p><p>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。</p><p>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。</p><p>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。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260305231728870d163sz29lk41ogo\"/><p>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。</p><p><strong>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。</strong></p><p>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。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260305231747614d163tvejio2awaf\"/><p><strong>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”。</strong></p><p>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。</p><p>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。</p><img src=\"https://img.leikeji.com/resource/img/360fb12b8d17454cae67367b6a65a652.jpg\"/><p>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。</p><p><strong>小鹏凭什么敢直奔L4终局？</strong></p><p>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。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260305231820275d163mzvrug3r4mn\"/><p><strong>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。</strong></p><p>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。</p><p>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。</p><img src=\"https://img.leikeji.com/resource/img/63d3c9c777ab460c84d73700919a0e24.jpg\"/><p>支撑这种能力的，是小鹏的AI Infra和全栈自研。</p><p>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。</p><p>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。</p><img src=\"https://img.leikeji.com/resource/img/033a2997c0d844aa9481f80fe57de44a.jpg\"/><p>在这些基础上，小鹏还直击自动驾驶本质，落地了物理AI。</p><p>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。</p><p>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。</p><p>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”。</p><img src=\"https://img.leikeji.com/resource/img/70e93cd87fa141ffb430b0809527abe2.jpg\"/><p>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。</p><p><strong>汽车不再是“工具”，而是“超级智能体”</strong></p><p>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。</p><p>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。</p><p>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。</p><p>何小鹏在发布会上讲了一句话，特简单，但特在点上：“<strong>妈妈爱开的智驾，才能称得上是优秀的国民智驾。</strong>”</p><img src=\"https://img.leikeji.com/resource/img/774d607723644c8c9212f3233d34f566.jpg\"/><p>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。</p><p>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。</p><p><strong>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。</strong></p><img src=\"https://img.leikeji.com/resource/img/4df2a05499f64976a6aaccca68b0933a.jpg\"/><p>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。</p><p>何小鹏大胆预测：“<strong>完全自动驾驶的时代，会在1—3年内真正到来。</strong>”</p><p>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。</p><p><strong>终局很远，但小鹏已经迈出关键一步</strong></p><p>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。</p><p>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：<strong>更舒适的体感、全场景的通行能力、安全又高效的决策。</strong></p><p>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。</p><p>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<a href=\"https://laohu8.com/S/00166\">新时代</a>的门口了。</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>小鹏第二代VLA，唯一敢跟特斯拉叫板的中国智驾</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小鹏第二代VLA，唯一敢跟特斯拉叫板的中国智驾\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-05 23:16 北京时间&nbsp;&nbsp;&nbsp;<a 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","type":0,"thumbnail":"","relate_stocks":{"TSYY":"收益增强TSLA ETF-GraniteShares","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","BK4527":"明星科技股","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","BK4526":"热门中概股","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","07766":"南方两倍做多特斯拉","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","BK4612":"AI芯片","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","TSII":"REX TSLA Growth & Income ETF","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","BK4574":"无人驾驶","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","TSL":"1.25倍做多TSLA ETF-GraniteShares","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","TSLG":"2倍做多TSLA ETF-Leverage Shares","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","TSLI":"2倍做多TSLA ETF-ProShares","BK4581":"高盛持仓","09868":"小鹏集团-W","BK4543":"AI","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4511":"特斯拉概念","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","BK4534":"瑞士信贷持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","TSLP":"TSLA收益溢价策略ETF-Kurv","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","TSLQ":"2倍做空TSLA ETF-Tradr","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","BK4516":"特朗普概念","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","TSLR":"2倍做多TSLA ETF-GraniteShares","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4592":"伊斯兰概念","TSLS":"1倍做空TSLA ETF-Direxion","TSLT":"2倍做多TSLA ETF-T-Rex","BK4548":"巴美列捷福持仓","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","TSLW":"TSLA周配息ETF-Roundhill","TSLA":"特斯拉","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","TSLY":"TSLA期权收益策略ETF-YieldMax","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","TSLZ":"2倍做空TSLA ETF-T-Rex","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","BK4099":"汽车制造商","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4585":"ETF&股票定投概念","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4555":"新能源车","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","TESL":"Simplify Volt TSLA Revolution ETF","TEST":"YieldMax TSLA Performance & Distribution Target 25 ETF","LU0823411888.USD":"法巴消费创新基金 Cap","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","SG9999015978.USD":"利安颠覆性创新基金A","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","TSDD":"2倍做空TSLA ETF-GraniteShares","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4598":"佩洛西持仓","BK4551":"寇图资本持仓","LU2063271972.USD":"富兰克林创新领域基金","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","TLA":"GraniteShares Autocallable TSLA ETF","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","XPEV":"小鹏集团","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4505":"高瓴资本持仓","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0823414478.USD":"法巴经典能源转换基金","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","XPEG":"2倍做多XPEV ETF-Leverage Shares","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4604":"机器人概念"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260305232017a6a744d0&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2617752918","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。","news_type":1,"symbols_score_info":{"XPEV":1.96,"TLA":0.6,"TESL":0.6,"TSLZ":0.6,"TSDD":0.6,"TSLQ":0.6,"TSLS":0.6,"TSII":0.6,"TSLR":0.6,"TEST":0.6,"XPEG":0.6,"07766":0.6,"TSYY":0.6,"TSLO":0.6,"TSLP":0.6,"TSLI":0.6,"EVS.SI":0.6,"CRSH":0.6,"TSLA":1.88,"TSLY":0.6,"TSLW":0.6,"TSLG":0.6,"09868":1.96,"TSL":0.6,"TSLT":0.6}},"isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539327089886656,"gmtCreate":1772690738217,"gmtModify":1772690740058,"author":{"id":"4201667888842370","authorId":"4201667888842370","name":"冰河世纪 新纪元","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201667888842370","authorIdStr":"4201667888842370"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$&nbsp;</a><v-v data-views=\"1\"></v-v> 好的产品在时间的检验下总会绽放本身色彩，鉴定持有！","listText":"<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$&nbsp;</a><v-v data-views=\"1\"></v-v> 好的产品在时间的检验下总会绽放本身色彩，鉴定持有！","text":"$小鹏汽车-W(09868)$ 好的产品在时间的检验下总会绽放本身色彩，鉴定持有！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/539327089886656","isVote":1,"tweetType":1,"viewCount":3540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507018644312072,"gmtCreate":1764814430712,"gmtModify":1764814432647,"author":{"id":"4201667888842370","authorId":"4201667888842370","name":"冰河世纪 新纪元","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201667888842370","authorIdStr":"4201667888842370"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$&nbsp;</a><v-v data-views=\"1\"></v-v> 十年翻三倍肯定没问题的","listText":"<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$&nbsp;</a><v-v data-views=\"1\"></v-v> 十年翻三倍肯定没问题的","text":"$小鹏汽车-W(09868)$ 十年翻三倍肯定没问题的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507018644312072","isVote":1,"tweetType":1,"viewCount":1391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":423359626002552,"gmtCreate":1744377933035,"gmtModify":1744378468746,"author":{"id":"4201667888842370","authorId":"4201667888842370","name":"冰河世纪 新纪元","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201667888842370","authorIdStr":"4201667888842370"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a>&nbsp;","text":"$三倍做多半导体ETF-Direxion Daily(SOXL)$","images":[{"img":"https://static.tigerbbs.com/fa8845bade7696e49cf7080b6b70b067","width":"1038","height":"1877"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/423359626002552","isVote":1,"tweetType":1,"viewCount":1669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":423286706598104,"gmtCreate":1744360327628,"gmtModify":1744362797507,"author":{"id":"4201667888842370","authorId":"4201667888842370","name":"冰河世纪 新纪元","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201667888842370","authorIdStr":"4201667888842370"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a>&nbsp;","text":"$三倍做多半导体ETF-Direxion Daily(SOXL)$","images":[{"img":"https://static.tigerbbs.com/06f71f1cc7f6815b963f5bbbe24590c5","width":"1038","height":"1877"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/423286706598104","isVote":1,"tweetType":1,"viewCount":1266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":417985948520640,"gmtCreate":1743088849085,"gmtModify":1743089361023,"author":{"id":"4201667888842370","authorId":"4201667888842370","name":"冰河世纪 新纪元","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201667888842370","authorIdStr":"4201667888842370"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$&nbsp;</a><v-v data-views=\"1\"></v-v> 像250港币迈进","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$&nbsp;</a><v-v data-views=\"1\"></v-v> 像250港币迈进","text":"$小鹏汽车(XPEV)$ 像250港币迈进","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/417985948520640","isVote":1,"tweetType":1,"viewCount":1603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":416999519302272,"gmtCreate":1742825998472,"gmtModify":1742826218864,"author":{"id":"4201667888842370","authorId":"4201667888842370","name":"冰河世纪 新纪元","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201667888842370","authorIdStr":"4201667888842370"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$&nbsp;</a><v-v data-views=\"1\"></v-v> 选择小鹏大于努力","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$&nbsp;</a><v-v data-views=\"1\"></v-v> 选择小鹏大于努力","text":"$小鹏汽车(XPEV)$ 选择小鹏大于努力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/416999519302272","isVote":1,"tweetType":1,"viewCount":1532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":537925481881680,"gmtCreate":1772350427235,"gmtModify":1772350429734,"author":{"id":"4201667888842370","authorId":"4201667888842370","name":"冰河世纪 新纪元","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201667888842370","authorIdStr":"4201667888842370"},"themes":[],"title":"","htmlText":"少好多，好的产品能让消费者买单才是真道理！","listText":"少好多，好的产品能让消费者买单才是真道理！","text":"少好多，好的产品能让消费者买单才是真道理！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537925481881680","repostId":"1181091340","repostType":2,"repost":{"id":"1181091340","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1772348030,"share":"https://www.laohu8.com/m/news/1181091340?lang=zh_CN&edition=full","pubTime":"2026-03-01 14:53","market":"us","language":"zh","title":"小鹏汽车：2月交付15256辆汽车","url":"https://stock-news.laohu8.com/highlight/detail?id=1181091340","media":"老虎资讯综合","summary":"3月1日，小鹏汽车：2月交付15256辆汽车。","content":"<html><head></head><body><p>3月1日，小鹏汽车：2月交付15256辆汽车。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8304ab72ba93f85c1017e148b270858f\" tg-width=\"1711\" tg-height=\"646\"/></p><p></p></body></html>","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>小鹏汽车：2月交付15256辆汽车</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小鹏汽车：2月交付15256辆汽车\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-03-01 14:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月1日，小鹏汽车：2月交付15256辆汽车。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8304ab72ba93f85c1017e148b270858f\" tg-width=\"1711\" tg-height=\"646\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7b8fa6072ee37e0b77a4d157dfdbb8b0","relate_stocks":{"XPEV":"小鹏集团","09868":"小鹏集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181091340","content_text":"3月1日，小鹏汽车：2月交付15256辆汽车。","news_type":1,"symbols_score_info":{"XPEV":1,"09868":1}},"isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506966496084064,"gmtCreate":1764746850614,"gmtModify":1764746852826,"author":{"id":"4201667888842370","authorId":"4201667888842370","name":"冰河世纪 新纪元","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201667888842370","authorIdStr":"4201667888842370"},"themes":[],"htmlText":"不让涨嘛，涨一点就砸下来","listText":"不让涨嘛，涨一点就砸下来","text":"不让涨嘛，涨一点就砸下来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506966496084064","isVote":1,"tweetType":1,"viewCount":744,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492229197697056,"gmtCreate":1761194213750,"gmtModify":1761194215734,"author":{"id":"4201667888842370","authorId":"4201667888842370","name":"冰河世纪 新纪元","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201667888842370","authorIdStr":"4201667888842370"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/16821\">$泡玛法兴五甲沽A.P(16821)$ </a> 跌10个点都不涨，","listText":"<a href=\"https://laohu8.com/S/16821\">$泡玛法兴五甲沽A.P(16821)$ </a> 跌10个点都不涨，","text":"$泡玛法兴五甲沽A.P(16821)$ 跌10个点都不涨，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492229197697056","isVote":1,"tweetType":1,"viewCount":968,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}