10月10日周五盘中，蔚来集团(09866.HK)股价大跌5.09%，引发市场广泛关注。这一跌势与公司智能驾驶部门的重大人事变动密切相关。
据可靠消息，蔚来人工智能平台负责人白宇利、世界模型负责人马宁宁和智驾产品负责人黄鑫等多位核心成员近期相继离职。这些高管的离职涉及公司智能驾驶研发的多个关键领域，包括云端算力、数据闭环、世界模型开发和产品落地等核心业务。
针对此次人事变动，蔚来官方回应称，公司正在进行组织架构调整，以"强化对通用人工智能最新技术的吸收，高效交付智能驾驶体验"。公司计划构建"预研、量产、平台复制、车型复制"的"4×100接力棒"模式，将智能驾驶组织与通用人工智能组织实现"并轨"。然而，这一解释似乎未能完全消除市场对公司智能驾驶技术发展的担忧，导致股价出现明显下跌。
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