多家供应链与渠道人士确认,智能手机存储芯片采购成本较去年同期已上涨超过 80%,且涨势仍未见放缓迹象。
成本端的劣势只是其一,更让蔚来焦虑的,是数据闭环上的差距。智能驾驶的下半场,算力只是基础,数据才是燃料。截至2026年初,蔚来累计保有量约70万辆,数据规模与头部对手相距甚远——而智能驾驶的迭代速度,最终取决于路上跑的车有多少。
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但问题在于,不论是韩国还是东南亚,都不是邮轮旅行的经典目的地。
Ars covered the intrigue surrounding the spacecraft in late January, which was initiated by US Senator Ted Cruz, R-Texas, as part of the "One Big Beautiful Bill" legislation in the summer of 2025. The bill provided $700 million for NASA to develop the orbiter and specified funding had to be awarded "not later than fiscal year 2026," which ends September 30, 2026. This legislation was seemingly crafted by Cruz's office to favor a single contractor, Rocket Lab. However, multiple sources have told Ars it was poorly written and therefore the competition is more open than intended.