","canEdit":true,"like_count":2,"paid_mention":null,"reward_count":0,"reward_amount":0,"reward_user_count":0,"offer_amount":0,"pic_sizes":[],"root_reply_to_cid":-1,"child_comments":[],"reply_user":null,"editable":true,"extend_comment_info":{"cmt_exchange_info":"","tag_type":-1,"type":""},"ip_location":"湖南","source":"雪球","comment_reply_count":0,"is_answer":false,"is_refused":false,"text":"看来你是大聪明
","fundx_manager":false,"fundx_holder":false,"fundx_type":0},{"id":356302141,"user_id":4758375911,"created_at":1741564959000,"in_reply_to_comment_id":356296532,"root_in_reply_to_status_id":326604215,"retweet_status_id":null,"statusId":0,"truncated":false,"edited_at":null,"pic":"","rqtype":null,"rqid":0,"payment":0,"amount":0,"reply_count":0,"user":{"subscribeable":false,"common_count":0,"remark":"","recommend_reason":null,"blog_description":"","stocks_count":345,"recommend":null,"st_color":"1","intro":null,"follow_me":false,"allow_all_stock":false,"stock_status_count":null,"domain":"","type":"1","location":"","description":"","last_status_id":352487641,"id":4758375911,"url":"","status":0,"screen_name":"蒜苗非韭菜","verified_type":0,"verified":false,"verified_description":"","blocking":false,"followers_count":135,"following":false,"profile":"/4758375911","donate_count":0,"status_count":534,"friends_count":177,"province":"不限","city":"未知","gender":"n","step":"null","name":"","verified_infos":[{"data":[],"verified_type":"5","verified_desc":"用户已完成实名身份认证"}],"group_ids":null,"verified_realname":false,"name_pinyin":null,"screenname_pinyin":null,"photo_domain":"//xavatar.imedao.com/","live_info":{},"profile_image_url":"community/20172/1490073943773-1490073944057.jpg,community/20172/1490073943773-1490073944057.jpg!180x180.png,community/20172/1490073943773-1490073944057.jpg!50x50.png,community/20172/1490073943773-1490073944057.jpg!30x30.png"},"status":null,"reply_remark":null,"reply_verified":null,"reply_verified_type":null,"reply_verified_description":null,"reply_comment":null,"reply_screenName":null,"blocked":false,"blocking":false,"donate_count":0,"donate_snowcoin":0,"truncated_screen_name":null,"censored":null,"spamType":null,"modifiedSpamType":null,"liked":false,"mark":0,"timeBefore":"03-10 08:02","reward":true,"description":"哪家宣传买它产品就是爱国,我绝对永远拉黑这家
","canEdit":true,"like_count":1,"paid_mention":null,"reward_count":0,"reward_amount":0,"reward_user_count":0,"offer_amount":0,"pic_sizes":[],"root_reply_to_cid":-1,"child_comments":[],"reply_user":{"subscribeable":false,"common_count":0,"remark":"","recommend_reason":null,"blog_description":"","stocks_count":837,"recommend":null,"st_color":"1","intro":null,"follow_me":false,"allow_all_stock":false,"stock_status_count":null,"domain":"","type":"1","location":"","description":"自强不息","last_status_id":319289367,"id":1662257069,"url":"","status":0,"screen_name":"股海剑锋金","verified_type":0,"verified":false,"verified_description":"","blocking":false,"followers_count":45,"following":false,"profile":"/1662257069","donate_count":0,"status_count":52,"friends_count":4628,"province":"省/直辖市","city":"不限","gender":"m","step":"null","name":"","verified_infos":null,"group_ids":null,"verified_realname":false,"name_pinyin":null,"screenname_pinyin":null,"photo_domain":"//xavatar.imedao.com/","live_info":{},"profile_image_url":"community/20244/1715410050611-1715410050836.jpg,community/20244/1715410050611-1715410050836.jpg!180x180.png,community/20244/1715410050611-1715410050836.jpg!50x50.png,community/20244/1715410050611-1715410050836.jpg!30x30.png"},"editable":true,"extend_comment_info":{"cmt_exchange_info":"","tag_type":-1,"type":""},"ip_location":"湖南","source":"雪球","comment_reply_count":0,"is_answer":false,"is_refused":false,"text":"哪家宣传买它产品就是爱国,我绝对永远拉黑这家
","fundx_manager":false,"fundx_holder":false,"fundx_type":0},{"id":356322654,"user_id":6188926370,"created_at":1741575282000,"in_reply_to_comment_id":356295863,"root_in_reply_to_status_id":326604215,"retweet_status_id":null,"statusId":0,"truncated":false,"edited_at":null,"pic":"","rqtype":null,"rqid":0,"payment":0,"amount":0,"reply_count":0,"user":{"subscribeable":false,"common_count":0,"remark":"","recommend_reason":null,"blog_description":"","stocks_count":897,"recommend":null,"st_color":"1","intro":null,"follow_me":false,"allow_all_stock":false,"stock_status_count":null,"domain":"","type":"1","location":"","description":"行到水穷处,坐看云起时","last_status_id":342430135,"id":6188926370,"url":"","status":0,"screen_name":"菜缘子","verified_type":0,"verified":false,"verified_description":"","blocking":false,"followers_count":145,"following":false,"profile":"/6188926370","donate_count":0,"status_count":843,"friends_count":117,"province":"其他","city":"不限","gender":"m","step":"null","name":"","verified_infos":[{"data":[],"verified_type":"5","verified_desc":"用户已完成实名身份认证"}],"group_ids":null,"verified_realname":false,"name_pinyin":null,"screenname_pinyin":null,"photo_domain":"//xavatar.imedao.com/","live_info":{},"profile_image_url":"community/20254/1746608109769-1746608109993.jpeg,community/20254/1746608109769-1746608109993.jpeg!180x180.png,community/20254/1746608109769-1746608109993.jpeg!50x50.png,community/20254/1746608109769-1746608109993.jpeg!30x30.png"},"status":null,"reply_remark":null,"reply_verified":null,"reply_verified_type":null,"reply_verified_description":null,"reply_comment":null,"reply_screenName":null,"blocked":false,"blocking":false,"donate_count":0,"donate_snowcoin":0,"truncated_screen_name":null,"censored":null,"spamType":null,"modifiedSpamType":null,"liked":false,"mark":0,"timeBefore":"03-10 10:54","reward":true,"description":"DeepSeek是国运级别的成果,国运级别的能有几个公司搞出来,这个是靠运气更多些的","canEdit":true,"like_count":0,"paid_mention":null,"reward_count":0,"reward_amount":0,"reward_user_count":0,"offer_amount":0,"pic_sizes":[],"root_reply_to_cid":-1,"child_comments":[],"reply_user":{"subscribeable":false,"common_count":0,"remark":"","recommend_reason":null,"blog_description":"","stocks_count":44,"recommend":null,"st_color":"1","intro":null,"follow_me":false,"allow_all_stock":false,"stock_status_count":null,"domain":"","type":"1","location":"","description":"","last_status_id":335380512,"id":1705737885,"url":"","status":2,"screen_name":"克劳德诺","verified_type":0,"verified":false,"verified_description":"","blocking":false,"followers_count":54,"following":false,"profile":"/1705737885","donate_count":0,"status_count":18,"friends_count":20,"province":"","city":"","gender":"","step":"null","name":"","verified_infos":null,"group_ids":null,"verified_realname":false,"name_pinyin":null,"screenname_pinyin":null,"photo_domain":"//xavatar.imedao.com/","live_info":{},"profile_image_url":"community/202310/1699236347512-1699236347699.png,community/202310/1699236347512-1699236347699.png!180x180.png,community/202310/1699236347512-1699236347699.png!50x50.png,community/202310/1699236347512-1699236347699.png!30x30.png"},"editable":true,"extend_comment_info":{"cmt_exchange_info":"","tag_type":-1,"type":""},"ip_location":"四川","source":"雪球","comment_reply_count":0,"is_answer":false,"is_refused":false,"text":"DeepSeek是国运级别的成果,国运级别的能有几个公司搞出来,这个是靠运气更多些的","fundx_manager":false,"fundx_holder":false,"fundx_type":0},{"id":356304607,"user_id":8108637498,"created_at":1741567647000,"in_reply_to_comment_id":356302186,"root_in_reply_to_status_id":326606548,"retweet_status_id":326604215,"statusId":0,"truncated":false,"edited_at":null,"pic":"","rqtype":null,"rqid":0,"payment":0,"amount":0,"reply_count":0,"user":{"subscribeable":false,"common_count":0,"remark":"","recommend_reason":null,"blog_description":"","stocks_count":137,"recommend":null,"st_color":"1","intro":null,"follow_me":false,"allow_all_stock":false,"stock_status_count":null,"domain":"","type":"1","location":"","description":"最难的是什么也不做","last_status_id":348325601,"id":8108637498,"url":"","status":1,"screen_name":"老狼L","verified_type":0,"verified":false,"verified_description":"","blocking":false,"followers_count":262,"following":false,"profile":"/8108637498","donate_count":0,"status_count":3170,"friends_count":412,"province":"其他","city":"其他","gender":"m","step":"three","name":"","verified_infos":null,"group_ids":null,"verified_realname":false,"name_pinyin":null,"screenname_pinyin":null,"photo_domain":"//xavatar.imedao.com/","live_info":{},"profile_image_url":"community/20166/1469319832264-1469319861705.jpg,community/20166/1469319832264-1469319861705.jpg!180x180.png,community/20166/1469319832264-1469319861705.jpg!50x50.png,community/20166/1469319832264-1469319861705.jpg!30x30.png"},"status":null,"reply_remark":null,"reply_verified":null,"reply_verified_type":null,"reply_verified_description":null,"reply_comment":null,"reply_screenName":null,"blocked":false,"blocking":false,"donate_count":0,"donate_snowcoin":0,"truncated_screen_name":null,"censored":null,"spamType":null,"modifiedSpamType":null,"liked":false,"mark":0,"timeBefore":"03-10 08:47","reward":true,"description":"华为涉及的项目很多,但在做不代表是主要核心业务.比如说之前的手机,华为一直在做,但之前的确不属于主要业务,不是主要业务的意思是不会放大量资源进去!","canEdit":true,"like_count":0,"paid_mention":null,"reward_count":0,"reward_amount":0,"reward_user_count":0,"offer_amount":0,"pic_sizes":[],"root_reply_to_cid":-1,"child_comments":[],"reply_user":{"subscribeable":false,"common_count":0,"remark":"","recommend_reason":null,"blog_description":"","stocks_count":44,"recommend":null,"st_color":"1","intro":null,"follow_me":false,"allow_all_stock":false,"stock_status_count":null,"domain":"","type":"1","location":"","description":"","last_status_id":335380512,"id":1705737885,"url":"","status":2,"screen_name":"克劳德诺","verified_type":0,"verified":false,"verified_description":"","blocking":false,"followers_count":54,"following":false,"profile":"/1705737885","donate_count":0,"status_count":18,"friends_count":20,"province":"","city":"","gender":"","step":"null","name":"","verified_infos":null,"group_ids":null,"verified_realname":false,"name_pinyin":null,"screenname_pinyin":null,"photo_domain":"//xavatar.imedao.com/","live_info":{},"profile_image_url":"community/202310/1699236347512-1699236347699.png,community/202310/1699236347512-1699236347699.png!180x180.png,community/202310/1699236347512-1699236347699.png!50x50.png,community/202310/1699236347512-1699236347699.png!30x30.png"},"editable":true,"extend_comment_info":{"cmt_exchange_info":"","tag_type":-1,"type":""},"ip_location":"美国","source":"雪球","comment_reply_count":0,"is_answer":false,"is_refused":false,"text":"华为涉及的项目很多,但在做不代表是主要核心业务.比如说之前的手机,华为一直在做,但之前的确不属于主要业务,不是主要业务的意思是不会放大量资源进去!","fundx_manager":false,"fundx_holder":false,"fundx_type":0},{"id":356304603,"user_id":9389969814,"created_at":1741567645000,"in_reply_to_comment_id":356295863,"root_in_reply_to_status_id":326604215,"retweet_status_id":null,"statusId":0,"truncated":false,"edited_at":null,"pic":"","rqtype":null,"rqid":0,"payment":0,"amount":0,"reply_count":0,"user":{"subscribeable":false,"common_count":0,"remark":"","recommend_reason":null,"blog_description":"","stocks_count":253,"recommend":null,"st_color":"1","intro":null,"follow_me":false,"allow_all_stock":false,"stock_status_count":null,"domain":"","type":"1","location":"","description":"","last_status_id":349584366,"id":9389969814,"url":"","status":0,"screen_name":"harmony2019","verified_type":0,"verified":false,"verified_description":"","blocking":false,"followers_count":6,"following":false,"profile":"/9389969814","donate_count":0,"status_count":27,"friends_count":259,"province":"","city":"未知","gender":"n","step":"null","name":"","verified_infos":null,"group_ids":null,"verified_realname":false,"name_pinyin":null,"screenname_pinyin":null,"photo_domain":"//xavatar.imedao.com/","live_info":{},"profile_image_url":"community/202310/1699236416866-1699236417091.png,community/202310/1699236416866-1699236417091.png!180x180.png,community/202310/1699236416866-1699236417091.png!50x50.png,community/202310/1699236416866-1699236417091.png!30x30.png"},"status":null,"reply_remark":null,"reply_verified":null,"reply_verified_type":null,"reply_verified_description":null,"reply_comment":null,"reply_screenName":null,"blocked":false,"blocking":false,"donate_count":0,"donate_snowcoin":0,"truncated_screen_name":null,"censored":null,"spamType":null,"modifiedSpamType":null,"liked":false,"mark":0,"timeBefore":"03-10 08:47","reward":true,"description":"如果有气运存在,那么世界的气运集中于中国,中国的气运集中于华为,天时(东升西落,美国面临300年周期律)地利(西部崛起)人和(华为硬抗5年制裁赢得人心),所谓“时来天地皆同力,运去英雄不自由”,理想堪忧啊。$赛力斯(SH601127)$","canEdit":true,"like_count":0,"paid_mention":null,"reward_count":0,"reward_amount":0,"reward_user_count":0,"offer_amount":0,"pic_sizes":[],"root_reply_to_cid":-1,"child_comments":[],"reply_user":{"subscribeable":false,"common_count":0,"remark":"","recommend_reason":null,"blog_description":"","stocks_count":44,"recommend":null,"st_color":"1","intro":null,"follow_me":false,"allow_all_stock":false,"stock_status_count":null,"domain":"","type":"1","location":"","description":"","last_status_id":335380512,"id":1705737885,"url":"","status":2,"screen_name":"克劳德诺","verified_type":0,"verified":false,"verified_description":"","blocking":false,"followers_count":54,"following":false,"profile":"/1705737885","donate_count":0,"status_count":18,"friends_count":20,"province":"","city":"","gender":"","step":"null","name":"","verified_infos":null,"group_ids":null,"verified_realname":false,"name_pinyin":null,"screenname_pinyin":null,"photo_domain":"//xavatar.imedao.com/","live_info":{},"profile_image_url":"community/202310/1699236347512-1699236347699.png,community/202310/1699236347512-1699236347699.png!180x180.png,community/202310/1699236347512-1699236347699.png!50x50.png,community/202310/1699236347512-1699236347699.png!30x30.png"},"editable":true,"extend_comment_info":{"cmt_exchange_info":"","tag_type":-1,"type":""},"ip_location":"上海","source":"雪球","comment_reply_count":0,"is_answer":false,"is_refused":false,"text":"如果有气运存在,那么世界的气运集中于中国,中国的气运集中于华为,天时(东升西落,美国面临300年周期律)地利(西部崛起)人和(华为硬抗5年制裁赢得人心),所谓“时来天地皆同力,运去英雄不自由”,理想堪忧啊。$赛力斯(SH601127)$","fundx_manager":false,"fundx_holder":false,"fundx_type":0},{"id":356302186,"user_id":1705737885,"created_at":1741565040000,"in_reply_to_comment_id":356297326,"root_in_reply_to_status_id":326606548,"retweet_status_id":326604215,"statusId":0,"truncated":false,"edited_at":null,"pic":"","rqtype":null,"rqid":0,"payment":0,"amount":0,"reply_count":0,"user":{"subscribeable":false,"common_count":0,"remark":"","recommend_reason":null,"blog_description":"","stocks_count":44,"recommend":null,"st_color":"1","intro":null,"follow_me":false,"allow_all_stock":false,"stock_status_count":null,"domain":"","type":"1","location":"","description":"","last_status_id":335380512,"id":1705737885,"url":"","status":2,"screen_name":"克劳德诺","verified_type":0,"verified":false,"verified_description":"","blocking":false,"followers_count":54,"following":false,"profile":"/1705737885","donate_count":0,"status_count":18,"friends_count":20,"province":"","city":"","gender":"","step":"null","name":"","verified_infos":null,"group_ids":null,"verified_realname":false,"name_pinyin":null,"screenname_pinyin":null,"photo_domain":"//xavatar.imedao.com/","live_info":{},"profile_image_url":"community/202310/1699236347512-1699236347699.png,community/202310/1699236347512-1699236347699.png!180x180.png,community/202310/1699236347512-1699236347699.png!50x50.png,community/202310/1699236347512-1699236347699.png!30x30.png"},"status":null,"reply_remark":null,"reply_verified":null,"reply_verified_type":null,"reply_verified_description":null,"reply_comment":null,"reply_screenName":null,"blocked":false,"blocking":false,"donate_count":0,"donate_snowcoin":0,"truncated_screen_name":null,"censored":null,"spamType":null,"modifiedSpamType":null,"liked":false,"mark":0,"timeBefore":"03-10 08:04","reward":true,"description":"终端,华为云,昇腾计算,2012实验室,全都想做,公司层面也成立了横向组织,就是干不出来,年初还把大模型研究的老大发配去做销售了","canEdit":true,"like_count":0,"paid_mention":null,"reward_count":0,"reward_amount":0,"reward_user_count":0,"offer_amount":0,"pic_sizes":[],"root_reply_to_cid":-1,"child_comments":[],"reply_user":{"subscribeable":false,"common_count":0,"remark":"","recommend_reason":null,"blog_description":"","stocks_count":137,"recommend":null,"st_color":"1","intro":null,"follow_me":false,"allow_all_stock":false,"stock_status_count":null,"domain":"","type":"1","location":"","description":"最难的是什么也不做","last_status_id":348325601,"id":8108637498,"url":"","status":1,"screen_name":"老狼L","verified_type":0,"verified":false,"verified_description":"","blocking":false,"followers_count":262,"following":false,"profile":"/8108637498","donate_count":0,"status_count":3170,"friends_count":412,"province":"其他","city":"其他","gender":"m","step":"three","name":"","verified_infos":null,"group_ids":null,"verified_realname":false,"name_pinyin":null,"screenname_pinyin":null,"photo_domain":"//xavatar.imedao.com/","live_info":{},"profile_image_url":"community/20166/1469319832264-1469319861705.jpg,community/20166/1469319832264-1469319861705.jpg!180x180.png,community/20166/1469319832264-1469319861705.jpg!50x50.png,community/20166/1469319832264-1469319861705.jpg!30x30.png"},"editable":true,"extend_comment_info":{"cmt_exchange_info":"","tag_type":-1,"type":""},"ip_location":"浙江","source":"雪球","comment_reply_count":0,"is_answer":false,"is_refused":false,"text":"终端,华为云,昇腾计算,2012实验室,全都想做,公司层面也成立了横向组织,就是干不出来,年初还把大模型研究的老大发配去做销售了","fundx_manager":false,"fundx_holder":false,"fundx_type":0},{"id":356301728,"user_id":2428093486,"created_at":1741564343000,"in_reply_to_comment_id":356296532,"root_in_reply_to_status_id":326604215,"retweet_status_id":null,"statusId":326613242,"truncated":false,"edited_at":null,"pic":"","rqtype":null,"rqid":0,"payment":0,"amount":0,"reply_count":0,"user":{"subscribeable":false,"common_count":0,"remark":"","recommend_reason":null,"blog_description":"","stocks_count":23,"recommend":null,"st_color":"1","intro":null,"follow_me":false,"allow_all_stock":false,"stock_status_count":null,"domain":"","type":"1","location":"","description":"","last_status_id":352205482,"id":2428093486,"url":"","status":2,"screen_name":"myzy","verified_type":0,"verified":false,"verified_description":"","blocking":false,"followers_count":38,"following":false,"profile":"/2428093486","donate_count":0,"status_count":687,"friends_count":24,"province":"","city":"","gender":"n","step":"null","name":"","verified_infos":null,"group_ids":null,"verified_realname":false,"name_pinyin":null,"screenname_pinyin":null,"photo_domain":"//xavatar.imedao.com/","live_info":{},"profile_image_url":"community/20218/1632029452622-1632029452881.jpg,community/20218/1632029452622-1632029452881.jpg!180x180.png,community/20218/1632029452622-1632029452881.jpg!50x50.png,community/20218/1632029452622-1632029452881.jpg!30x30.png"},"status":null,"reply_remark":null,"reply_verified":null,"reply_verified_type":null,"reply_verified_description":null,"reply_comment":null,"reply_screenName":null,"blocked":false,"blocking":false,"donate_count":0,"donate_snowcoin":0,"truncated_screen_name":null,"censored":null,"spamType":null,"modifiedSpamType":null,"liked":false,"mark":0,"timeBefore":"03-10 07:52","reward":true,"description":"大哥,这是股票论坛","canEdit":true,"like_count":0,"paid_mention":null,"reward_count":0,"reward_amount":0,"reward_user_count":0,"offer_amount":0,"pic_sizes":[],"root_reply_to_cid":-1,"child_comments":[],"reply_user":{"subscribeable":false,"common_count":0,"remark":"","recommend_reason":null,"blog_description":"","stocks_count":837,"recommend":null,"st_color":"1","intro":null,"follow_me":false,"allow_all_stock":false,"stock_status_count":null,"domain":"","type":"1","location":"","description":"自强不息","last_status_id":319289367,"id":1662257069,"url":"","status":0,"screen_name":"股海剑锋金","verified_type":0,"verified":false,"verified_description":"","blocking":false,"followers_count":45,"following":false,"profile":"/1662257069","donate_count":0,"status_count":52,"friends_count":4628,"province":"省/直辖市","city":"不限","gender":"m","step":"null","name":"","verified_infos":null,"group_ids":null,"verified_realname":false,"name_pinyin":null,"screenname_pinyin":null,"photo_domain":"//xavatar.imedao.com/","live_info":{},"profile_image_url":"community/20244/1715410050611-1715410050836.jpg,community/20244/1715410050611-1715410050836.jpg!180x180.png,community/20244/1715410050611-1715410050836.jpg!50x50.png,community/20244/1715410050611-1715410050836.jpg!30x30.png"},"editable":true,"extend_comment_info":{"cmt_exchange_info":"","tag_type":-1,"type":""},"ip_location":"重庆","source":"雪球","comment_reply_count":0,"is_answer":false,"is_refused":false,"text":"大哥,这是股票论坛","fundx_manager":false,"fundx_holder":false,"fundx_type":0}],"reply_user":null,"editable":true,"extend_comment_info":{"cmt_exchange_info":"","tag_type":-1,"type":""},"ip_location":"湖北","source":"雪球","comment_reply_count":12,"is_answer":false,"is_refused":false,"text":"华为和理想谁的科研能力更强?聪明人应该卖理想买赛力斯。","fundx_manager":false,"fundx_holder":false,"fundx_type":0};
window.SNOWMAN_TARGET = window.SNOWMAN_REPLY.user;
window.SNOWMAN_STATUS = {"id":326604215,"user_id":1705737885,"source":"Android","title":"","created_at":1741532683000,"retweet_count":0,"fav_count":6,"truncated":false,"commentId":0,"retweet_status_id":0,"symbol_id":null,"description":"预测一下 理想 和问界今年的智驾更新
理想智驾焕新版:Thor-U 芯片,730T 算力,VLA方案
问界M8和新M9:MDC 810 平台,400T 算力,ADS 4.0 一段式端到端
从方案来说,理想的上限会更高,因为模型里面可以包含人类的常识,比如说有个场景是在高速上碰到一个塑料袋,这个场景即使没训练...","type":"2","source_link":"http://xueqiu.com/about/mobile-xueqiu","edited_at":null,"user":{"subscribeable":false,"common_count":0,"remark":"","recommend_reason":null,"domain":"","type":"1","intro":null,"friends_count":20,"recommend":null,"st_color":"1","follow_me":false,"allow_all_stock":false,"stock_status_count":null,"blog_description":"","stocks_count":44,"last_status_id":335380512,"screen_name":"克劳德诺","followers_count":54,"blocking":false,"location":"","description":"","status_count":18,"following":false,"id":1705737885,"url":"","profile":"/1705737885","donate_count":0,"verified_type":0,"verified":false,"verified_description":"","status":2,"province":"","city":"","gender":"","step":"null","name":"","verified_infos":null,"profile_image_url":"community/202310/1699236347512-1699236347699.png,community/202310/1699236347512-1699236347699.png!180x180.png,community/202310/1699236347512-1699236347699.png!50x50.png,community/202310/1699236347512-1699236347699.png!30x30.png","group_ids":null,"verified_realname":false,"name_pinyin":null,"screenname_pinyin":null,"photo_domain":"//xavatar.imedao.com/","live_info":{}},"retweeted_status":null,"answers":null,"rqtype":null,"rqid":0,"target":"/1705737885/326604215","fragment":null,"blocked":false,"blocking":false,"topic_pic":null,"topic_symbol":null,"topic_title":null,"topic_desc":null,"donate_count":0,"donate_snowcoin":0,"liked":false,"view_count":0,"weixin_retweet_count":0,"mark":0,"card":null,"favorited":false,"favorited_created_at":null,"offer":null,"score":null,"controversial":false,"fundxHold":null,"tips":null,"timeBefore":"03-09 23:04","reward":false,"tagStr":"","firstImg":null,"longTextForIOS":false,"rawTitle":"","expend":true,"canEdit":true,"stockCorrelation":["LI"],"topic_pic_thumbnail_small":null,"topic_pic_thumbnail":null,"topic_pic_headOrPad":null,"tagsForWeb":";02015,LI,SH601127","reply_count":38,"meta_keywords":"{\"post_symbol\":\"LI\",\"post_source\":\"sktl\",\"post_position\":\"stock_post\",\"ip_location\":\"浙江\",\"stockCorrelation\":\"LI\",\"stockList\":\"LI_0\"}","paid_mention":null,"reward_count":0,"reward_amount":0,"reward_user_count":0,"talk_count":0,"like_count":13,"video_info":null,"quote_cards":null,"promotion_pic":null,"promotion_url":null,"promotion_id":0,"mark_desc":null,"pic_sizes":[],"cover_pic_size":null,"order_id":0,"tags":[],"status_industry":null,"excellent_comments":[],"notice_tag":null,"common_emotion":null,"current_stock_price":null,"new_card":null,"source_deep_link":null,"source_feed":false,"editable":true,"like_config":null,"title_ad_pic":null,"title_ad_url":null,"title_ad_deep_link":null,"answer_comment":null,"answer_count":0,"answer_users":null,"bonus_screen_name":null,"fundx_tag":null,"extend_st_feed_info":{"stock_event_time":0,"stock_event_type":null,"change_event_color":null,"is_future_event":false,"stock_event_id":null,"stock_event_message":null,"original_text_length":433,"disputed_status":false,"excellent_status":"false"},"stock_list":[{"symbol":"LI","type":"0"}],"reply_user_images":null,"reply_user_count":0,"fundx_symbol":null,"hot_new_rank":null,"image_info_list":null,"extend_st_home_page":{"ip_location":"浙江","st_mention_stock_count":3,"ai_card":null,"ai_status":false},"recommend_cards":null,"cover_pic":"","is_column":false,"is_ss_multi_pic":false,"is_bonus":false,"pic":"","forbidden_retweet":false,"text":"预测一下理想和问界今年的智驾更新
理想智驾焕新版:Thor-U 芯片,730T 算力,VLA方案
问界M8和新M9:MDC 810 平台,400T 算力,ADS 4.0 一段式端到端
从方案来说,理想的上限会更高,因为模型里面可以包含人类的常识,比如说有个场景是在高速上碰到一个塑料袋,这个场景即使没训练过,VLA 也可以思考这是一个塑料袋所以不需要躲避,这个决策过程会更像人类。VLA方案有一些明显的优点,比如
1. VLM 技术已经很成熟,标注数据也很多,VLA 可以复用
2. 因为它有常识,所以泛化性能会更好,决策过程也可以白盒化
难点可能是在模型小型化和语言的决策怎么与控制衔接。
一段式端到端只是把感知和规控合并了,依然不具备常识,训练数据是从视觉信号直接到控制信号,依赖海量的标注数据,靠把模型做大来学习更多场景,内部的决策过程是黑盒,是人类无法理解的智能。
如果VLA落地,理想的智驾能力可能会显著超过问界,纯个人分析,杠就是你对。
$理想汽车-W(02015)$ $理想汽车(LI)$ $赛力斯(SH601127)$","show_cover_pic":true,"legal_user_visible":false,"is_answer":false,"is_refused":false,"vod_info":null,"answer_question":false,"is_no_archive":false,"is_original_declare":false,"mp_not_show_status":false,"forbidden_comment":false,"is_private":false};