这条“新闻”连噪音都_老虎社区_美港股上老虎 - 老虎社区

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一句顶一万句
04-25

这条“新闻”连噪音都算不上

蔚来押注自研芯片，剑指英伟达“霸权”

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。

蔚来押注自研芯片，剑指英伟达“霸权”

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href=https://finance.sina.com.cn/stock/usstock/c/2026-04-24/doc-inhvrnzu4498528.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>面对持续飙升的采购成本和愈演愈烈的“AI算力战争”，中国电动汽车制造商蔚来正全力加速“去英伟达化”。该公司日前宣布，其子品牌乐道新车型将全面搭载自研的“神玑NX9031”智驾芯片，试图以此摆脱对英伟达等海外巨头的依赖，掌握供应链主动权。\n　　单车年省万元，自研芯片成降本利器\n　　长期以来，高端智驾芯片由英伟达等巨头主导，车企议价空间有限。蔚来创始人李斌透露，在采购高峰期，公司一年向英伟达支付的费用...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-04-24/doc-inhvrnzu4498528.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159813":"芯片","SOXQ":"Invesco PHLX Semiconductor ETF","NVDW":"NVDA周配息ETF-Roundhill","YMAG":"YieldMax Magnificent 7 Fund of Option Income ETF","NVDA":"英伟达","SOXS":"三倍做空半导体ETF-Direxion Daily","NVDX":"2倍做多NVDA ETF-T-Rex","SNVD.UK":"LS -1X NVIDIA","NVD":"2倍做空NVDA ETF-GraniteShares","NVDY":"NVDA期权收益策略ETF-YieldMax","NIO.SI":"蔚来","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","NVDB":"ProShares Ultra NVDA 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X方案，而高阶版本则升级为自研的“神玑NX9031”及激光雷达方案。这种“高低搭配”的策略，显示了蔚来在过渡期对供应链的把控力。\n　　从依赖到自立：构建AI时代的核心技术护城河\n　　自研芯片不仅是出于降本考量，更是为了在AI时代掌握“迭代的确定性”。李斌指出，智驾芯片迭代极快，“不提供最新的技术，便无法参与市场竞争”。\n　　将芯片底层技术掌握在自己手中，有利于打通“数据-算法-算力”闭环，实现软硬件的深度协同。尽管累计研发投入已超670亿元，且面临着2026年实现盈利的战略目标，但蔚来仍选择通过拆分芯片子公司神玑并引入外部融资，以更灵活的姿态加注这场“AI翻身仗”。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 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