小鹏的“新三年周期”:“一车双能”与物理AI如何构筑新护城河?

e公司
Jan 23

经历了2024年的战略调整后,小鹏汽车于2025年发力竞速物理AI。随着2026年到来,公司做好“有准备的增长”:在技术端,物理AI成果将陆续落地;在产品端,7款新车构建从入门到高端的矩阵,并借助“一车双能”撬动更多市场份额。“物理AI世界的出行探索者,面向全球的具身智能公司”,这是小鹏的全新定位,因此也被市场称为最像特斯拉的中国公司。伴随着AI应用从实验室走向商业化、技术赋能规模化成为利润源,...

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