蔚来押注自研芯片，剑指英伟达“霸权”_老虎社区_美港股上老虎

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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·04-25
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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 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23:02","market":"sh","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\" 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>蔚来押注自研芯片，剑指英伟达“霸权”</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{ 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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","NVDS.UK":"LS -1X NVIDIA","SOXS":"三倍做空半导体ETF-Direxion Daily","NVD3.UK":"LS 3X NVIDIA","GOOG":"谷歌","SSG":"Proshares Ultrashort Semiconductors","META":"Meta Platforms, Inc.","NVDQ":"2倍做空NVDA ETF-T-Rex","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","NVD2.UK":"2X NVIDIA ETP","NVDS":"1.5倍做空NVDA ETF-Tradr","AAPL":"苹果","SOXX":"iShares费城交易所半导体ETF","USD":"ProShares Ultra 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ETF","SNVD.UK":"LS -1X NVIDIA","NVDD":"1倍做空NVDA ETF-Direxion","09866":"蔚来-SW","ANV":"GraniteShares Autocallable NVDA ETF","NVDA":"英伟达","NVDG":"2倍做多NVDA ETF- Leverage Shares","TSLA":"特斯拉","MSFT":"微软"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-04-24/doc-inhvrnzu4498528.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2629823346","content_text":"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高达3亿美元，单车芯片成本约为1.1万元。\n　　“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，蔚来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。\n　　“一颗抵四颗”：硬件性能对标行业顶配\n　　“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。\n　　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。\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,"SOXS":1.5,"NVD3.UK":0.6,"NIO":1.5,"MAGY":1.5,"NVDX":0.6,"NVDS":0.6,"CHPY":1.5,"NVDG":0.6,"SMH":1.5,"META":0.6,"NVD2.UK":0.6,"ANV":0.6,"PSI":1.5,"EVS.SI":0.6,"3NVD.UK":0.6,"NVDW":0.6,"SMHX":1.5,"XSD":1.5,"NVIW.SI":0.6,"NIOG":0.6,"NVDS.UK":0.6,"SNVD.UK":0.6,"2NVD.UK":0.6,"SOXQ":1.5,"SOXY":1.5,"OND":1.5,"NIO.SI":1.5,"09866":1.5,"AAPL":0.6,"NVII":0.6,"SOXX":1.5,"TSLA":0.6,"NVD":0.6,"NVDO":0.6,"SOXL":1.5,"GOOG":0.6,"USD":1.5,"MSFT":0.6,"NVDB":0.6,"NVDD":0.6,"NVDA":1.5,"NVDQ":0.6,"YMAG":1.5,"NVDU":0.6,"DIPS":0.6,"SSG":1.5,"CHAT":1.5,"NVDY":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}