{"id":591301,"date":"2025-09-04T06:32:34","date_gmt":"2025-09-04T13:32:34","guid":{"rendered":"https:\/\/nai500.com\/blog\/2025\/09\/waymo-googl-tsla\/"},"modified":"2025-09-04T06:32:34","modified_gmt":"2025-09-04T13:32:34","slug":"waymo-googl-tsla","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2025\/09\/waymo-googl-tsla\/","title":{"rendered":"Waymo \u7684\u673a\u5668\u4eba\u51fa\u79df\u8f66\u65f6\u523b\uff1aGOOGL \u80fd\u5426\u8dd1\u8d62 TSLA\uff1f"},"content":{"rendered":"

Alphabet \u7684\u81ea\u52a8\u9a7e\u9a76\u90e8\u95e8\u6b63\u5728\u6269\u5927\u89c4\u6a21\uff0c\u6295\u8d44\u8005\u91cd\u65b0\u8ba1\u7b97\u81ea\u52a8\u9a7e\u9a76\u7684\u6570\u5b66\u6a21\u578b\u3002\u6469\u6839\u58eb\u4e39\u5229\u672c\u5468\u4e0a\u8c03\u4e86 Alphabet \u7684\u76ee\u6807\u4ef7\uff0c\u5e76\u5c06\u5e74\u7ec8 Waymo \u4e0a\u7ebf\u53eb\u8f66\u670d\u52a1\u89c6\u4e3a\u6f5c\u5728\u50ac\u5316\u5242\u3002\u8def\u900f\u793e\u62a5\u9053\u79f0\uff0cWaymo \u5728\u65e7\u91d1\u5c71\u3001\u83f2\u5c3c\u514b\u65af\u3001\u6d1b\u6749\u77f6\u548c\u5965\u65af\u6c40\u6bcf\u5468\u5df2\u5728\u63d0\u4f9b\u8d85\u8fc7 25 \u4e07\u6b21\u4ed8\u8d39\u51fa\u884c\uff0c\u5e76\u6b63\u4e0e Magna \u5408\u4f5c\u5728\u4e9a\u5229\u6851\u90a3\u5efa\u8bbe\u4e00\u5bb6\u4e13\u95e8\u751f\u4ea7\u65e0\u53f8\u673a\u8f66\u8f86\u7684\u5de5\u5382\u3002\u4e0e\u6b64\u540c\u65f6\uff0cTesla \u6b63\u5728\u5965\u65af\u6c40\u63a8\u52a8\u4ec5\u7528\u6444\u50cf\u5934\u7684\u673a\u5668\u4eba\u51fa\u79df\u8f66\u6d4b\u8bd5\uff0c\u5e76\u627f\u8bfa\u5feb\u901f\u6269\u5f20\u3002\u5e02\u573a\u683c\u5c40\u5f88\u7b80\u5355\uff1a\u5982\u679c Alphabet \u80fd\u4ece\u8c28\u614e\u7684\u8bd5\u70b9\u52a0\u901f\u5230\u79ef\u6781\u90e8\u7f72\uff0cWaymo \u53ef\u4ee5\u91cd\u5851\u516c\u53f8\u7684\u589e\u957f\u66f2\u7ebf\uff1b\u5982\u679c\u72b9\u8c6b\u4e0d\u51b3\uff0cTesla \u5c06\u7387\u5148\u5851\u9020\u673a\u5668\u4eba\u51fa\u79df\u8f66\u7684\u7ecf\u6d4e\u5b66\u3002<\/p>\n

\u5e02\u573a\u6b63\u5728\u628a Waymo \u98ce\u9669\u8ba1\u5165 GOOGL<\/h3>\n

Alphabet \u7684\u80a1\u7968\u5bf9\u81ea\u52a8\u9a7e\u9a76\u76f8\u5173\u5934\u6761\u8d8a\u53d1\u654f\u611f\uff0c\u8fd9\u662f\u6709\u539f\u56e0\u7684\u3002\u725b\u5e02\u8bba\u70b9\u4e0d\u518d\u662f\u7406\u8bba\u6027\u7684\u8bd5\u70b9\uff1b\u800c\u662f\u4e00\u4e2a\u5f00\u59cb\u663e\u73b0\u4e3a\u5546\u4e1a\u6a21\u5f0f\u7684\u7f51\u7edc\u3002\u62e5\u6709\u516d\u4f4d\u6570\u7684\u6bcf\u5468\u4e58\u8f66\u91cf\u548c\u591a\u57ce\u5e02\u8fd0\u8425\uff0cWaymo \u5df2\u7ecf\u4e0d\u518d\u662f\u79d1\u7814\u9879\u76ee\u9636\u6bb5\u3002\u6469\u6839\u58eb\u4e39\u5229\u7684 Brian Nowak \u70b9\u660e\u4e86\u8981\u70b9\uff1a\u201c\u6211\u4eec\u8ba4\u4e3a\u5728\u5e74\u5185\u63a8\u51fa Waymo \u7684\u53eb\u8f66\u670d\u52a1\u53ef\u80fd\u6210\u4e3a\u5b9e\u73b0\u4ef7\u503c\u7684\u50ac\u5316\u5242\u3002\u201d\u6295\u8d44\u8005\u5bf9 Google Cloud \u7684\u5148\u4f8b\u5e76\u4e0d\u964c\u751f\uff1a\u4e00\u65e6 Alphabet \u62ab\u9732\u5173\u952e\u6307\u6807\u3001\u5728\u89c4\u6a21\u4e0a\u6295\u5165\u5e76\u8bbe\u5b9a\u76c8\u5229\u76ee\u6807\uff0c\u4f30\u503c\u500d\u6570\u5c31\u4f1a\u8ddf\u4e0a\u3002Waymo \u4e5f\u9700\u8981\u540c\u6837\u7684\u5bf9\u5f85\u3002\u5bf9\u4e58\u6b21\u3001\u91cc\u7a0b\u3001\u8fd0\u884c\u65f6\u95f4\u3001\u4e8b\u6545\u3001\u5b89\u5168\u4e8b\u4ef6\u548c\u5355\u4f4d\u91cc\u7a0b\u6210\u672c\u7b49\u6e05\u6670\u7684\u5173\u952e\u7ee9\u6548\u6307\u6807\u62ab\u9732\uff0c\u5c06\u5141\u8bb8\u4e70\u65b9\u673a\u6784\u5bf9\u5229\u6da6\u7387\u8fdb\u884c\u5efa\u6a21\uff0c\u800c\u4e0d\u662f\u4e89\u8bba\u5047\u8bbe\u3002\u76ee\u524d\uff0c\u80a1\u7968\u7684\u4ea4\u6613\u66f4\u591a\u4f9d\u8d56\u5e7f\u544a\u9700\u6c42\u3001AI \u652f\u51fa\u548c\u56de\u8d2d\u3002Waymo \u662f\u53ef\u4ee5\u5e26\u6765\u65b0 S \u66f2\u7ebf\u7684\u6446\u52a8\u56e0\u7d20\u3002<\/p>\n

\u4e07\u4ebf\u673a\u4f1a\u7684\u4e89\u8bba\uff1a\u603b\u4f53\u53ef\u5bfb\u5740\u5e02\u573a vs \u6267\u884c\u529b<\/h3>\n

\u201c\u4e07\u4ebf\u7f8e\u5143\u673a\u4f1a\u201d\u7684\u6807\u9898\u8f7b\u800c\u6613\u4e3e\uff0c\u4f46\u7a7a\u5934\u7684\u8d28\u7591\u6709\u5176\u4f9d\u636e\uff0c\u6765\u81ea\u6267\u884c\u3001\u76d1\u7ba1\u548c\u5355\u4f4d\u7ecf\u6d4e\u5b66\u3002\u673a\u5668\u4eba\u51fa\u79df\u8f66\u7ed3\u5408\u4e86\u4e24\u79cd\u6700\u7cdf\u7cd5\u7684\u7279\u6027\uff1a\u9ad8\u8d44\u672c\u652f\u51fa\u7684\u8f66\u961f\u548c\u4f4e\u7968\u4ef7\u7684\u884c\u7a0b\u3002\u5229\u6da6\u53d6\u51b3\u4e8e\u5229\u7528\u7387\u3001\u7ef4\u62a4\u3001\u4fdd\u9669\u548c\u6bcf\u82f1\u91cc\u8fd0\u8425\u8f6f\u4ef6\u6210\u672c\u3002\u6000\u7591\u8005\u8ba4\u4e3a\uff0c\u8981\u5b9e\u73b0\u65e2\u6bd4\u4eba\u5de5\u9a7e\u9a76\u4fbf\u5b9c\u53c8\u53ef\u6301\u7eed\u76c8\u5229\u7684\u51fa\u884c\u8def\u7ebf\uff0c\u6240\u9700\u65f6\u95f4\u6bd4\u4e50\u89c2\u8005\u627f\u8ba4\u7684\u8981\u957f\u3002\u4ed6\u4eec\u8fd8\u6307\u51fa\u4e00\u4e2a\u987d\u56fa\u7684\u76d1\u7ba1\u62fc\u51d1\u683c\u5c40\uff0c\u5c24\u5176\u662f\u5728\u52a0\u5dde\uff0c\u4e8b\u6545\u53d1\u751f\u540e\u5ba1\u6279\u53ef\u80fd\u8fc5\u901f\u6536\u7d27\u3002\u8fd9\u4e9b\u62c5\u5fe7\u662f\u5408\u7406\u7684\uff0c\u4e5f\u6b63\u662f Alphabet \u5fc5\u987b\u5c06\u5de5\u4e1a\u7eaa\u5f8b\u5f15\u5165 Waymo \u7684\u539f\u56e0\u3002\u4e0e Magna \u5728\u4e9a\u5229\u6851\u90a3\u7684\u5408\u4f5c\u662f\u4e00\u4e2a\u5f00\u7aef\u3002\u5b83\u628a\u8f6f\u4ef6\u4e0e\u5236\u9020\u4ea7\u80fd\u6346\u7ed1\u5728\u4e00\u8d77\uff0c\u4f7f\u4f9b\u5e94\u94fe\u56f4\u7ed5\u9488\u5bf9 AV \u7684\u8f66\u8f86\u800c\u975e\u6539\u88c5\u4ef6\u8fdb\u884c\u5bf9\u9f50\u3002\u5982\u679c Waymo \u80fd\u8bc1\u660e\u9ad8\u4e5d\u6210\u4ee5\u4e0a\u7684\u8fd0\u884c\u65f6\u95f4\uff0c\u968f\u7740\u89c4\u6a21\u4e0a\u5347\u6301\u7eed\u964d\u4f4e\u5355\u4f4d\u91cc\u7a0b\u8fd0\u8425\u6210\u672c\uff0c\u5e76\u9010\u8857\u533a\u6269\u5927\u65e0\u4eba\u9a7e\u9a76\u8fd0\u8425\u8303\u56f4\uff0cTAM\uff08\u603b\u4f53\u53ef\u5bfb\u5740\u5e02\u573a\uff09\u7684\u8bba\u70b9\u5c31\u4f1a\u53d8\u5f97\u5177\u4f53\u53ef\u884c\u3002\u5426\u5219\uff0c\u5b83\u4ecd\u7136\u53ea\u662f\u4e00\u4e2a\u6545\u4e8b\u80a1\u7684\u987a\u98ce\uff0c\u800c\u975e\u5b9e\u5b9e\u5728\u5728\u7684\u4e1a\u52a1\u3002<\/p>\n

Tesla \u7684\u5feb\u901f\u8ddf\u8fdb\u903c\u8feb Alphabet \u51fa\u624b<\/h3>\n

Tesla \u6b63\u5728\u62bc\u6ce8\u53e6\u4e00\u79cd\u8def\u5f84\uff1a\u4ec5\u6444\u50cf\u5934\u3001\u4ee5 AI \u4e3a\u5148\u7684\u5806\u6808\uff0cCEO Elon Musk \u79f0\u5176\u672c\u8d28\u4e0a\u6bd4\u4f20\u611f\u5668\u5bc6\u96c6\u578b\u7cfb\u7edf\u66f4\u6613\u6269\u5c55\u4e14\u66f4\u5177\u6210\u672c\u6548\u76ca\u3002\u8def\u900f\u793e\u62a5\u9053\u4e86\u5728\u5965\u65af\u6c40\u7684\u673a\u5668\u4eba\u51fa\u79df\u8f66\u6d4b\u8bd5\u670d\u52a1\uff0c\u5e76\u8ba1\u5212\u5728\u7f8e\u56fd\u8fc5\u901f\u6269\u5f20\u3002\u5982\u679c Tesla \u80fd\u5728\u53ef\u63a5\u53d7\u7684\u5b89\u5168\u8bb0\u5f55\u4e0b\u8986\u76d6\u5927\u91cf\u533a\u57df\uff0c\u5176\u6210\u672c\u57fa\u6570\u53ef\u80fd\u4f4e\u4e8e\u6fc0\u5149\u96f7\u8fbe+\u96f7\u8fbe\u7684\u65b9\u6cd5\uff0c\u4e14\u63a8\u51fa\u901f\u5ea6\u66f4\u5feb\u3002\u4f46\u8fd9\u662f\u4e00\u4e2a\u5f88\u5927\u7684\u201c\u5982\u679c\u201d\u3002Waymo \u7684\u4fdd\u5b88\u8bbe\u8ba1\u53ef\u80fd\u5e26\u6765\u66f4\u9ad8\u7684\u7269\u6599\u5355\u4ef7\uff0c\u4f46\u5176\u5728\u5b89\u5168\u548c\u5197\u4f59\u65b9\u9762\u7684\u8bba\u70b9\u5df2\u8d62\u5f97\u57ce\u5e02\u76d1\u7ba1\u8005\u548c\u4fdd\u9669\u516c\u53f8\u7684\u8ba4\u53ef\u3002\u7ade\u4e89\u7684\u5b9e\u8d28\u4e0d\u662f\u54ea\u79cd\u65b9\u6cd5\u201c\u6b63\u786e\u201d\uff0c\u800c\u662f\u54ea\u5bb6\u516c\u53f8\u80fd\u5728\u57ce\u5e02\u3001\u65f6\u6bb5\u3001\u5929\u6c14\u548c\u8fb9\u7f18\u6848\u4f8b\u4e2d\u8bc1\u660e\u53ef\u91cd\u590d\u8fd0\u8425\u3002Tesla \u4f1a\u5bb9\u5fcd\u516c\u5f00\u8fed\u4ee3\u548c\u4e89\u8bae\u4ee5\u6c42\u66f4\u5feb\u63a8\u8fdb\u3002Alphabet \u5386\u6765\u4e0d\u4f1a\u3002\u8fd9\u4e2a\u6587\u5316\u5dee\u5f02\u5982\u4eca\u6210\u4e3a\u6218\u7565\u98ce\u9669\u3002\u5982\u679c Tesla \u5148\u5b9a\u4e49\u4e86\u6d88\u8d39\u8005\u7684\u671f\u671b\u548c\u4ef7\u683c\u57fa\u51c6\uff0cWaymo \u5c06\u88ab\u52a8\u5e94\u5bf9\u522b\u4eba\u7684\u5267\u672c\u3002<\/p>\n

Waymo \u5982\u4f55\u5c06\u89c4\u6a21\u8f6c\u5316\u4e3a\u4e1a\u52a1<\/h3>\n

\u8fd9\u662f Alphabet \u5c06 Waymo \u4ece\u8bd5\u70b9\u63a8\u5411\u5e73\u53f0\u7684\u65f6\u523b\u3002\u9996\u5148\uff0c\u8981\u627f\u8bfa\u8d44\u672c\u3002Waymo \u7684\u5229\u7528\u7387\u66f2\u7ebf\u9700\u8981\u8f66\u8f86\uff1b\u4e0e Magna \u9501\u5b9a\u591a\u5e74\u4ea7\u80fd\u5e76\u518d\u7b7e\u4e00\u5bb6\u5177\u5408\u540c\u5236\u9020\u5546\uff0c\u5e76\u7ed9\u51fa\u5177\u4f53\u6570\u5b57\u30022026 \u5e74\u6bcf\u5b63\u5ea6\u6570\u5343\u8f86\u91cf\u4ea7\u662f\u544a\u8bc9\u5e02\u573a\u8fd9\u4e0d\u662f\u73a9\u7968\u7684\u95e8\u69db\u3002\u7b2c\u4e8c\uff0c\u8981\u62ab\u9732\u3002\u5c06 Waymo \u5355\u72ec\u62c6\u5206\u5b63\u5ea6\u62ab\u9732\uff0c\u6db5\u76d6\u4e58\u6b21\u3001\u4ed8\u8d39\u91cc\u7a0b\u3001\u6536\u5165\u3001\u8d21\u732e\u6bdb\u5229\u3001\u8f66\u961f\u89c4\u6a21\u548c\u5b89\u5168\u6307\u6807\u3002Cloud \u7684\u626d\u8f6c\u53ea\u6709\u5728\u900f\u660e\u4e4b\u540e\u624d\u53d1\u751f\u3002\u7b2c\u4e09\uff0c\u6574\u5408\u5206\u9500\u3002\u5c06 Waymo \u6df1\u5ea6\u7ed1\u5b9a\u5230 Search\u3001Maps\u3001Android \u548c Google Wallet\uff0c\u63d0\u4f9b\u4e00\u65b9\u9884\u8ba2\u3001\u5fe0\u8bda\u5ea6\u548c\u901a\u52e4\u8005\u8ba2\u9605\u6346\u7ed1\u3002\u7b2c\u56db\uff0c\u5b9a\u4ef7\u4ee5\u62a2\u5360\u5730\u76d8\u3002\u7528 Google \u7684\u8d44\u4ea7\u8d1f\u503a\u8868\u5728\u65b0\u5e02\u573a\u652f\u6301\u4fc3\u9500\u5b9a\u4ef7\u540c\u65f6\u4fdd\u6301\u5b89\u5168\u9632\u62a4\uff0c\u7136\u540e\u968f\u7740\u4e0a\u5ea7\u7387\u7a33\u5b9a\u518d\u63d0\u9ad8\u4ef7\u683c\u3002\u7b2c\u4e94\uff0c\u964d\u4f4e\u76d1\u7ba1\u548c\u4fdd\u9669\u98ce\u9669\u3002\u4e0e\u57ce\u5e02\u673a\u6784\u9884\u5148\u534f\u5546\u6846\u67b6\uff0c\u53d1\u5e03\u7b2c\u4e09\u65b9\u5b89\u5168\u5ba1\u8ba1\uff0c\u5e76\u4e0e\u4fdd\u9669\u516c\u53f8\u5408\u4f5c\u63a8\u51fa\u57fa\u4e8e\u4f7f\u7528\u7684\u4fdd\u5355\u4ee5\u4fbf\u4fc3\u8fdb\u5e02\u653f\u91c7\u7eb3\u3002\u7b2c\u516d\uff0c\u516c\u5e03\u76c8\u5229\u8def\u7ebf\u56fe\uff0c\u5728\u5b9a\u4e49\u7684\u65f6\u95f4\u8868\u5185\u8ba9 Waymo \u5728\u6838\u5fc3\u5e02\u573a\u5b9e\u73b0\u76c8\u4e8f\u5e73\u8861\u3002\u82e5\u5e02\u573a\u80fd\u770b\u5230\u6210\u672c\u66f2\u7ebf\u7684\u659c\u7387\uff0c\u534e\u5c14\u8857\u4f1a\u7ed9\u4e88\u62d3\u5c55\u5e02\u573a\u7684\u65f6\u95f4\u3002<\/p>\n

\u4e3a\u4ec0\u4e48 Alphabet \u5e94\u8be5\u50cf\u62c6\u5206\u4e00\u6837\u884c\u52a8\u4f46\u65e0\u9700\u6cd5\u5f8b\u624b\u7eed<\/h3>\n

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\u8fd1\u671f\u6295\u8d44\u8005\u5e94\u8981\u6c42\u7684\u8bc1\u660e<\/h3>\n

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\u7b49\u5f85\u7684\u4ee3\u4ef7\u521a\u521a\u4e0a\u5347<\/h3>\n

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