news/data/embeddings/20260616/36312851d3b45ca4.json

{
  "url_hash": "36312851d3b45ca4",
  "source_id": "cls",
  "title": "“赶超”特斯拉FSD？ 理想、小鹏立下“赌约”",
  "text": "标题:“赶超”特斯拉FSD？ 理想、小鹏立下“赌约”\n[sentiment=neutral importance=3 event_type=产品发布 公司=理想汽车,小鹏汽车,特斯拉 行业=智能驾驶,新能源汽车]\n摘要:理想、小鹏宣布智驾系统将追赶特斯拉FSD，分别设定四季度和8月对齐目标，行业竞争加剧。\n正文:财联社6月16日讯（记者 徐昊）\n随着L3落地进入倒计时，以理想、小鹏等为代表的中国车企正加速迭代各自的智驾系统，均“剑指”特斯拉。\n6月15日，理想汽车宣布其智能驾驶系统“马赫VLA”将于第三季度推送全新版本，第四季度能力对齐特斯拉FSD V14。稍早之前，小鹏汽车董事长何小鹏也曾立下“赌约”——小鹏VLA将在8月达到特斯拉FSD V14.2在硅谷的整体效果。\n对于“对齐”与“整体效果”的评价维度，两家企业并未给出明确标准。不过，从技术角度来看，两家车企均锚定了全栈自研、软硬件一体化路线。\n在理想汽车董事长李想看来，智能汽车应该是具备保护人类安全、独立完成任务、比人类更高效的具身智能体。语言智能由理想汽车自研的大模型马赫Mind-Pro与马赫Mind-Edge承载，负责语言与逻辑思考，听懂指令、推演行动方案；机器智能由自研马赫VLA承载，负责三维视觉感知与躯体动作控制，看清物理世界、精准执行操作。\n同时，理想汽车自研芯片马赫M100于5月实现量产上车，成为全球首款量产的动态数据流AI芯片。随着马赫M100量产部署，理想汽车已实现芯片、编译器、操作系统、AI算法及域控制器的全栈自研。\n基于此，理想汽车在提出第四季度能力对齐特斯拉FSD V14的同时，也规划了三个具身智能系统升级的时间节点，即，7月为“智驾效率整体提升30%”、9月为“像人一样倒车”、12月为“安全和效率超越人类”。\n与理想设定的四季度时点不同，小鹏汽车则把对齐特斯拉FSD V14的时间定在了今年8月。据内部人士透露，小鹏汽车目前正在冲刺这一目标，与何小鹏“打赌”的小鹏汽车通用智能中心负责人刘先明和小鹏在美国的智驾技术团队，也期待赢下这场“赌局”。\n3月正式上车的小鹏第二代VLA物理AI大模型，相较于传统智驾“感知-语言-动作”的分步处理架构，直接砍掉语言转译中间环节，实现视觉信息到车辆动作指令的端到端直接映射，消除中间环节信息损耗与延迟，智驾响应延迟压缩至80ms以内。算力层面，该模型适配小鹏自研图灵AI芯片，可实现2250 TOPS有效算力，支撑数十亿级参数模型纯车端本地化部署，无需依赖云端信号，弱网、偏远路况下仍能稳定运行。按照小鹏汽车方面的说法，其第二代VLA大模型当前核心能力已对标特斯拉FSD v13版本。\n作为行业标杆，特斯拉FSD始终保持高速更新节奏。从早期基础辅助功能，到v13版本实现城市道路高自主通行能力，再到全新v14版本重构神经网络架构、升级自回归Transformer模型，大幅降低路况识别延迟、提升复杂场景决策精度。2026年FSD先后获批在荷兰、丹麦、比利时等欧盟五国公共道路上路许可，同时落地韩国、澳大利亚等市场，海外规模化商用步伐持续加快。\n5月24日，特斯拉中国将FSD正式更名为“特斯拉辅助驾驶”。5月21日，特斯拉宣布其监督版FSD已在包括中国在内的10个国家或地区开放使用，而对于实际落地情况，其曾表态，希望能够在今年第三季度获得中国相关部门批准。目前，特斯拉已在中国建立本地AI训练中心，部署本土化训练能力，为后续更大规模落地做准备。\n“特斯拉FSD落地中国，将对国内智能驾驶普及产生巨大的鲶鱼效应。”里斯战略咨询全球 CEO、中国区主席张云表示，FSD入华将强力推动中国高阶智驾普及，行业有望从L2级别加速向L3，甚至L4级别跨越，技术迭代进程大幅提速。“随着特斯拉监督版FSD加速入华，恰好给了国产高阶智驾正面验证实力的机会。”",
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