国海海外·陈梦竹 | 小鹏汽车-WAI具身智能龙头雏形初现,估值有待重塑

陈梦竹海外研究...
Nov 10

事件:2025年11月5日,小鹏汽车举办主题为“涌现”的AI科技日,公布了在汽车、Robotaxi、机器人、飞行汽车等领域的最新进展,并且对外技术授权和图灵芯片外供也取得实质性进展。2025年11月6日,小鹏汽车X9超级增程正式开启预售,预售价35万元起,CLTC综合续航1602km,CLTC纯电续航452km。投资要点:科技日上小鹏汽车推出第二代VLA大模型,一套模型可以同时用于汽车、...

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