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。
What we see is that there are in fact two entangled traditions of “knocking on things for good luck”: touching iron, and touching wood. We also find that they are widely distributed, but also have a pretty clear cluster around the Mediterranean and Europe.
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