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持久战
持久战
·
02-04
股价也起飞啊!
特斯拉、英伟达集体盯上的物理AI,中国玩家已亮出“王炸”
特斯拉的“世界模型”对手来了?在2026年CES展上,英伟达CEO黄仁勋断言,那些能理解并规划物理世界的AI模型将重塑千行百业,而“自动驾驶将是其首个大规模主流落地场景”。AI场景源源不断制造高难度考题;AI主体在其中扮演狡黠的“考官”;AI指标进行毫秒级、全方位的“阅卷”;AI诊断则对错题进行深度复盘并给出“解题思路”。
特斯拉、英伟达集体盯上的物理AI,中国玩家已亮出“王炸”
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01-18
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持久战
持久战
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01-02
$中芯国际(00981)$
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$壁仞科技(06082)$
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持久战
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2025-12-19
$文远知行(WRD)$
方向明确就慢慢走...... 已经有了不错的收益!让利润自己跑是最佳选择!......... 未来是自动驾驶的时代!这个公司只要活下去都是不错的!
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href=\"https://laohu8.com/S/NVDA\">英伟达</a>CEO黄仁勋断言,那些能理解并规划物理世界的AI模型将重塑千行百业,而“自动驾驶将是其首个大规模主流落地场景”。</p><p>然而,在自动驾驶时代全面到来之前,那些1%的长尾场景成为了核心障碍。特斯拉CEO埃隆·马斯克感同身受,就像他说的,“让自动驾驶达到99%容易,解决剩下的‘长尾问题’却非常困难。”</p><p>但科技巨头们已经达到了共识,必须构建一个无限逼近现实、甚至能主动创造未知的高保真的“数字宇宙”。</p><p>这个虚拟世界不仅要能精准复现已知的各种极端路况,更要能主动合成未知的、甚至超出人类想象的复杂交互场景,让自动驾驶系统得以持续进行“饱和式”的训练与迭代。</p><p>为此,特斯拉研发了世界模型,英伟达通过高精仿真构建虚拟试验场Cosmos,中国自动驾驶明星企业文远知行则发布了通用仿真模型WeRide GENESIS,它们都在教AI理解物理世界<strong>。</strong></p><p><strong>不难看出,仿真模型正在成为推动自动驾驶跨越长尾鸿沟、驶向规模化落地的关键。</strong></p><p><strong>01</strong><strong>.</strong></p><p><strong>仿真模型破局自动驾驶“最后一公里”</strong></p><p>自动驾驶汽车需要经历多少测试才算足够安全?</p><p>业界的一份测算指出:至少110亿英里(约177亿公里)的测试里程,才能获得高置信度的安全验证。</p><p>而传统的实地路测因成本高昂、周期漫长、法规限制、极端危险场景难以复现以及安全风险高等问题,已成为自动驾驶商业化的主要障碍。</p><p>在这一背景下,自动驾驶仿真凭借其安全、可控、可无限重复的核心优势,成为推动自动驾驶跨越商业化临界点的关键“试金石”。</p><p>国际调研机构Fortune Business Insights预示了仿真的广阔前景:到2032年,全球仿真测试市场规模预计将达341.4亿美元(约合人民币2374亿元),维持高速增长。</p><p>全球科技巨头已在此领域展开激烈角逐。</p><p>Waymo推出了自动驾驶模拟软件Simulation City,用以高效生成极端场景、训练自动驾驶系统。</p><p>特斯拉官宣了“世界模拟器”,旨在用AI直接模拟物理世界,扩充算法应对边缘场景的能力。</p><p>然而,构建真正有效的“数字试金石”远非易事,当前技术仍面临几大核心挑战:</p><p><strong>1、保真度鸿沟:</strong>虚拟环境往往在关键细节上与真实世界存在差距。例如精确模拟暴雨对激光雷达的干扰、夜间复杂的光影反射等场景,仍是技术难点。</p><p><strong>2、交互真实性不足:</strong>许多仿真系统中的交通参与者(车辆、行人)行为模型过于呆板,难以复现人类驾驶员的复杂决策,导致交互场景失真。</p><p><strong>3、闭环迭代难打通:</strong>打造能够自动发现问题、精准诊断根因、持续优化算法并即时验证效果的自我进化体系,对许多企业来说仍是挑战。</p><p><strong>这些局限性共同导致了仿真在应对极端场景时的乏力,成为自动驾驶突破商业化落地的“最后一公里”阻碍。</strong></p><p>仿真模型必须进行一场从“场景复现”到“智能进化”的范式升级。</p><p>换句话说,它不应是回放已知困难场景的“录像机”,而需进化成为能够主动发现系统未知弱点、生成高价值对抗性场景的“陪练”。</p><p><strong>02</strong><strong>.</strong></p><p><strong>WeRide GENESIS刷“副本”自己训练自己</strong></p><p>面对“百亿公里”的验证鸿沟与长尾场景的现实挑战,行业讨论重心已从“是否需要仿真”转向<strong>“需要多强的仿真”。</strong></p><p>有观点认为,必须通过高保真、高效率的仿真技术,构建一个能无限逼近现实、甚至能主动创造未知的<strong>“数字宇宙”。</strong></p><p>文远知行发布的自研通用仿真模型WeRide GENESIS,正是朝这一方向进行的关键探索。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260130092323813v1527uiq1ncauuq\"/><p>▲文远知行发布WeRide GENESIS</p><p>文远知行的WeRide GENESIS仿真模型具备哪些能力?</p><p>WeRide GENESIS基于<strong>生成式AI</strong>技术,可在几分钟内生成高度真实的仿真城市环境,还原现实道路中罕见的极端长尾场景,高保真复刻任意现实路况。</p><p>该仿真平台还允许自由编写与组合任意场景,例如移除或增加特定的交通参与者,或模拟车辆变道博弈。</p><p>在传感器层面,WeRide GENESIS可合成任意不同位置和视角的传感器数据,并适配从L2++到L4不同自动驾驶等级的任意传感器套件,确保了仿真与真实车辆配置的一致性。</p><p>最终,这些能力可以扩展至模拟任意大范围的数字街区,使自动驾驶系统在虚拟环境中完成充分训练与测试,从而大幅提升算法应对复杂场景的能力与迭代效率。</p><p>这套能力是如何打造的?</p><p>WeRide GENESIS将其核心能力拆解并内化为四个相互协同的AI模块,即<strong>AI场景、AI主体、AI指标、AI诊断。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20260130092326246v152cwl6jsbnjxz\"/><p>▲WeRide GENESIS的四大AI模块</p><p>AI场景模块负责构建各类关键情境,通过生成式AI技术,它可以组合衍生出近乎无限的复杂情境,如临车加塞、行人“鬼探头”、火灾地震、极端天气以及其他稀有事件等,确保自动驾驶系统具备应对各种复杂边界场景的能力。</p><p>这相当于将测试从“在路上等待Bug出现”转变为“在仿真中主动进行饱和式压力测试”,系统性地触探算法的边界。</p><p>AI主体模块其实就是让系统告别“呆板NPC”,拥抱复杂人性。</p><p>传统仿真中的交通参与者(车辆、行人等)行为往往简单、平均,且可预测,这与现实世界中充满不确定性和主观意图的复杂交互相去甚远。</p><p>GENESIS的AI主体模块则致力于为每一位交通参与者构建智能行为模型,使其能够模拟从日常驾驶到高风险行为的全谱系反应。</p><p>例如,它可以模拟在路口犹豫不决最终又突然加速抢行的驾驶员,或者在车缝中穿梭的外卖骑手。这种对客体不确定性交互的模拟,对自动驾驶系统提升在实际复杂交通流中的应变能力极为重要。</p><p>▲自车驾驶表现对比</p><p>如对比视频所示,在左侧“原始算法+无AI主体”的组合下,自车表现犹豫,直至对向车辆完全通过后才开始通行,无法满足效率要求;在中间“新算法+无AI主体”的模拟中,自车仅按预设轨迹行驶,缺乏对周边车辆行为的预测,最后发生碰撞,无法满足安全要求;在最右侧<strong>“新算法+AI主体”</strong>的加持下,自车能够实时判断周边车辆的行驶意图,在确保安全的前提下流畅通过,实现了效率和安全双重保障。</p><p>当系统出现问题时,如何客观评估其影响?</p><p>AI指标模块建立了一套覆盖安全、合规、舒适、效率的多维度量化评估体系。例如,一次急刹车带来的乘客不适感,可以被转化为舒适度评分;一次变道的流畅与否,可以通过轨迹平滑度、加速度变化等多个指标客观衡量。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260130092406656v152lp4q9q1s2a8\"/><p>▲舒适度曲线</p><p>画面中的舒适度曲线(Comfort Score)是“AI指标”模块的核心指标之一,动态量化了行驶过程中的乘客舒适度,为算法评估和迭代提供了实时判断依据。画面均由WeRide GENESIS生成。</p><p>这使得算法迭代的效果变得一目了然,算法优化有了精准的数据导航,而非依赖工程师的主观经验。</p><p>当算法在某个场景下表现不佳时,“AI诊断”模块会自动介入,像一位资深专家一样进行问题溯源,更能进一步分析根本原因,并提供可执行的修复建议。</p><p>随后,修复后的算法可被立即重新投入该场景进行验证,形成“测试-诊断-修复-验证”的快速闭环。</p><p>值得注意的是,这四大AI模块并非孤立运作,而是构成了一个完整的自动驾驶研发闭环迭代体系。</p><p><strong>AI场景源源不断制造高难度考题;AI主体在其中扮演狡黠的“考官”;AI指标进行毫秒级、全方位的“阅卷”;AI诊断则对错题进行深度复盘并给出“解题思路”。</strong></p><p>原本需要耗时数年、耗费巨资的真实道路测试与算法调优过程,可以在虚拟世界中以天为单位的高效迭代中完成。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260130092408776v152iy3b38v13fe\"/><p>▲WeRide GENESIS为自动驾驶技术迭代提供“加速飞轮”</p><p><strong>03</strong><strong>.</strong></p><p><strong>加速全球商业化部署进度条</strong></p><p>对文远知行而言,WeRide GENESIS已超越单一研发工具,成为实现规模商业化的战略基石,它将从四个维度构建关键支撑:</p><p>首先,破解泛化难题,为跨区域落地铺平道路。</p><p>面对全球不同城市路网、交通习惯、法规等差异,传统一地一测的模式效率低下,WeRide GENESIS大幅提升了自动驾驶系统的泛化能力。</p><p>通过虚拟仿真,WeRide GENESIS突破了真实路测在场景覆盖、成本与效率上的局限,为多城市、多场景的规模化商业落地提供了可靠支撑。</p><p>其次,闭环迭代体系,提升研发效率与安全性。</p><p>通过四大AI模块的协同,WeRide GENESIS实现了“生成场景-量化评估-诊断优化”的完整闭环。该系统能持续生成高价值场景、找到性能瓶颈并提供优化方向,将<strong>数百万公里测试压缩至数天的虚拟仿真</strong>,提升算法迭代效率与行车安全性。</p><p>此外,降低测试成本,加速技术落地。</p><p>WeRide GENESIS在虚拟环境中进行自动驾驶测试,节省了车队运营、人力等巨额边际成本,为解决Robotaxi规模化盈利难题提供了技术前提。</p><p>最终,构建可扩展的“数字宇宙”,支撑全球化部署。</p><p>文远知行CTO李岩将WeRide GENESIS视为<strong>可随时生成、扩展的“数字宇宙”。</strong>它能为任何目标城市构建“数字副本”,让自动驾驶系统可以进行超大规模的运营推演和算法调优,为全球商业部署打下基础。</p><p>在这一能力底座的驱动下,文远知行取得了一系列行业瞩目的运营成果。</p><p>其L4级Robotaxi服务已在北京、广州、阿布扎比等全球超10座城市落地。截至2026年1月12日,文远知行全球Robotaxi车队规模达到1023辆,正式迈入“千辆时代”。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/vHUB2sDB7M6s3WQZtHibo4CGzPgWeJamTDP7xqs2eLkfUyycjcO1VKvQ17QFrqwNf0S5icYNCeKWHeN8w9EyricDg/640?from=appmsg\"/><p>▲文远知行Robotaxi已进入全球超10座城市</p><p>作为全球唯一在8个国家获得自动驾驶牌照的公司,文远知行已经在全球11个国家超40个城市开展自动驾驶研发、测试及运营,运营天数超2300天,持续驱动其商业版图高效、快速地向全球新市场复制与落地。</p><p><strong>04</strong><strong>.</strong></p><p><strong>结语:全球自动驾驶商业化提速</strong></p><p>随着WeRide GENESIS的不断完善与应用,文远知行自动驾驶技术正持续良性循环:更完备的仿真平台催生更强大的自动驾驶算法,更强大的算法加快了商业部署,而规模化运营产生的<a href=\"https://laohu8.com/S/603138\">海量数据</a>,又推动仿真平台迭代优化……</p><p>在一个可以无限生成、无限测试的“数字宇宙”中,未来自动驾驶的成熟速度将远超我们想象。</p><p>文远知行通过WeRide GENESIS,已经在全球自动驾驶竞争中占据了有利位置,而全球自动驾驶商业化也正加速驶来。</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>特斯拉、英伟达集体盯上的物理AI,中国玩家已亮出“王炸”</title>\n<style 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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特斯拉、英伟达集体盯上的物理AI,中国玩家已亮出“王炸”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-30 09:08 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026013009243897a40dfe&s=b><strong>车东西</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉的“世界模型”对手来了?这家中国公司用AI造了个无限试炼场。作者 |郭月编辑 |志豪“物理AI的‘ChatGPT时刻’已经到来。”在2026年CES展上,英伟达CEO黄仁勋断言,那些能理解并规划物理世界的AI模型将重塑千行百业,而“自动驾驶将是其首个大规模主流落地场景”。然而,在自动驾驶时代全面到来之前,那些1%的长尾场景成为了核心障碍。特斯拉CEO埃隆·马斯克感同身受,就像他说的,“让自动...</p>\n\n<a 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Insights预示了仿真的广阔前景:到2032年,全球仿真测试市场规模预计将达341.4亿美元(约合人民币2374亿元),维持高速增长。全球科技巨头已在此领域展开激烈角逐。Waymo推出了自动驾驶模拟软件Simulation City,用以高效生成极端场景、训练自动驾驶系统。特斯拉官宣了“世界模拟器”,旨在用AI直接模拟物理世界,扩充算法应对边缘场景的能力。然而,构建真正有效的“数字试金石”远非易事,当前技术仍面临几大核心挑战:1、保真度鸿沟:虚拟环境往往在关键细节上与真实世界存在差距。例如精确模拟暴雨对激光雷达的干扰、夜间复杂的光影反射等场景,仍是技术难点。2、交互真实性不足:许多仿真系统中的交通参与者(车辆、行人)行为模型过于呆板,难以复现人类驾驶员的复杂决策,导致交互场景失真。3、闭环迭代难打通:打造能够自动发现问题、精准诊断根因、持续优化算法并即时验证效果的自我进化体系,对许多企业来说仍是挑战。这些局限性共同导致了仿真在应对极端场景时的乏力,成为自动驾驶突破商业化落地的“最后一公里”阻碍。仿真模型必须进行一场从“场景复现”到“智能进化”的范式升级。换句话说,它不应是回放已知困难场景的“录像机”,而需进化成为能够主动发现系统未知弱点、生成高价值对抗性场景的“陪练”。02.WeRide GENESIS刷“副本”自己训练自己面对“百亿公里”的验证鸿沟与长尾场景的现实挑战,行业讨论重心已从“是否需要仿真”转向“需要多强的仿真”。有观点认为,必须通过高保真、高效率的仿真技术,构建一个能无限逼近现实、甚至能主动创造未知的“数字宇宙”。文远知行发布的自研通用仿真模型WeRide GENESIS,正是朝这一方向进行的关键探索。▲文远知行发布WeRide GENESIS文远知行的WeRide GENESIS仿真模型具备哪些能力?WeRide GENESIS基于生成式AI技术,可在几分钟内生成高度真实的仿真城市环境,还原现实道路中罕见的极端长尾场景,高保真复刻任意现实路况。该仿真平台还允许自由编写与组合任意场景,例如移除或增加特定的交通参与者,或模拟车辆变道博弈。在传感器层面,WeRide GENESIS可合成任意不同位置和视角的传感器数据,并适配从L2++到L4不同自动驾驶等级的任意传感器套件,确保了仿真与真实车辆配置的一致性。最终,这些能力可以扩展至模拟任意大范围的数字街区,使自动驾驶系统在虚拟环境中完成充分训练与测试,从而大幅提升算法应对复杂场景的能力与迭代效率。这套能力是如何打造的?WeRide GENESIS将其核心能力拆解并内化为四个相互协同的AI模块,即AI场景、AI主体、AI指标、AI诊断。▲WeRide GENESIS的四大AI模块AI场景模块负责构建各类关键情境,通过生成式AI技术,它可以组合衍生出近乎无限的复杂情境,如临车加塞、行人“鬼探头”、火灾地震、极端天气以及其他稀有事件等,确保自动驾驶系统具备应对各种复杂边界场景的能力。这相当于将测试从“在路上等待Bug出现”转变为“在仿真中主动进行饱和式压力测试”,系统性地触探算法的边界。AI主体模块其实就是让系统告别“呆板NPC”,拥抱复杂人性。传统仿真中的交通参与者(车辆、行人等)行为往往简单、平均,且可预测,这与现实世界中充满不确定性和主观意图的复杂交互相去甚远。GENESIS的AI主体模块则致力于为每一位交通参与者构建智能行为模型,使其能够模拟从日常驾驶到高风险行为的全谱系反应。例如,它可以模拟在路口犹豫不决最终又突然加速抢行的驾驶员,或者在车缝中穿梭的外卖骑手。这种对客体不确定性交互的模拟,对自动驾驶系统提升在实际复杂交通流中的应变能力极为重要。▲自车驾驶表现对比如对比视频所示,在左侧“原始算法+无AI主体”的组合下,自车表现犹豫,直至对向车辆完全通过后才开始通行,无法满足效率要求;在中间“新算法+无AI主体”的模拟中,自车仅按预设轨迹行驶,缺乏对周边车辆行为的预测,最后发生碰撞,无法满足安全要求;在最右侧“新算法+AI主体”的加持下,自车能够实时判断周边车辆的行驶意图,在确保安全的前提下流畅通过,实现了效率和安全双重保障。当系统出现问题时,如何客观评估其影响?AI指标模块建立了一套覆盖安全、合规、舒适、效率的多维度量化评估体系。例如,一次急刹车带来的乘客不适感,可以被转化为舒适度评分;一次变道的流畅与否,可以通过轨迹平滑度、加速度变化等多个指标客观衡量。▲舒适度曲线画面中的舒适度曲线(Comfort Score)是“AI指标”模块的核心指标之一,动态量化了行驶过程中的乘客舒适度,为算法评估和迭代提供了实时判断依据。画面均由WeRide GENESIS生成。这使得算法迭代的效果变得一目了然,算法优化有了精准的数据导航,而非依赖工程师的主观经验。当算法在某个场景下表现不佳时,“AI诊断”模块会自动介入,像一位资深专家一样进行问题溯源,更能进一步分析根本原因,并提供可执行的修复建议。随后,修复后的算法可被立即重新投入该场景进行验证,形成“测试-诊断-修复-验证”的快速闭环。值得注意的是,这四大AI模块并非孤立运作,而是构成了一个完整的自动驾驶研发闭环迭代体系。AI场景源源不断制造高难度考题;AI主体在其中扮演狡黠的“考官”;AI指标进行毫秒级、全方位的“阅卷”;AI诊断则对错题进行深度复盘并给出“解题思路”。原本需要耗时数年、耗费巨资的真实道路测试与算法调优过程,可以在虚拟世界中以天为单位的高效迭代中完成。▲WeRide GENESIS为自动驾驶技术迭代提供“加速飞轮”03.加速全球商业化部署进度条对文远知行而言,WeRide GENESIS已超越单一研发工具,成为实现规模商业化的战略基石,它将从四个维度构建关键支撑:首先,破解泛化难题,为跨区域落地铺平道路。面对全球不同城市路网、交通习惯、法规等差异,传统一地一测的模式效率低下,WeRide GENESIS大幅提升了自动驾驶系统的泛化能力。通过虚拟仿真,WeRide GENESIS突破了真实路测在场景覆盖、成本与效率上的局限,为多城市、多场景的规模化商业落地提供了可靠支撑。其次,闭环迭代体系,提升研发效率与安全性。通过四大AI模块的协同,WeRide GENESIS实现了“生成场景-量化评估-诊断优化”的完整闭环。该系统能持续生成高价值场景、找到性能瓶颈并提供优化方向,将数百万公里测试压缩至数天的虚拟仿真,提升算法迭代效率与行车安全性。此外,降低测试成本,加速技术落地。WeRide GENESIS在虚拟环境中进行自动驾驶测试,节省了车队运营、人力等巨额边际成本,为解决Robotaxi规模化盈利难题提供了技术前提。最终,构建可扩展的“数字宇宙”,支撑全球化部署。文远知行CTO李岩将WeRide GENESIS视为可随时生成、扩展的“数字宇宙”。它能为任何目标城市构建“数字副本”,让自动驾驶系统可以进行超大规模的运营推演和算法调优,为全球商业部署打下基础。在这一能力底座的驱动下,文远知行取得了一系列行业瞩目的运营成果。其L4级Robotaxi服务已在北京、广州、阿布扎比等全球超10座城市落地。截至2026年1月12日,文远知行全球Robotaxi车队规模达到1023辆,正式迈入“千辆时代”。▲文远知行Robotaxi已进入全球超10座城市作为全球唯一在8个国家获得自动驾驶牌照的公司,文远知行已经在全球11个国家超40个城市开展自动驾驶研发、测试及运营,运营天数超2300天,持续驱动其商业版图高效、快速地向全球新市场复制与落地。04.结语:全球自动驾驶商业化提速随着WeRide GENESIS的不断完善与应用,文远知行自动驾驶技术正持续良性循环:更完备的仿真平台催生更强大的自动驾驶算法,更强大的算法加快了商业部署,而规模化运营产生的海量数据,又推动仿真平台迭代优化……在一个可以无限生成、无限测试的“数字宇宙”中,未来自动驾驶的成熟速度将远超我们想象。文远知行通过WeRide 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