深度*行业*电子行业AI端侧深度之智能驾驶(上):技术范式迭代打开性能上限 竞争、监管、应用加速高阶智驾落地

中银证券
18 Jul

在大模型引领的技术潮流下,AI 能力加速赋能各类硬件终端,与一般硬件终端应用AI 能力的方式不同,智能驾驶将AI 能力应用于改变物理世界。当前正值高阶智能驾驶商业落地的关键时点,为探讨这一投资机遇,本报告从底层技术变迁和商业落地这两方面,分析智能驾驶的产业趋势和影响。我们认为,随着智驾技术范式快速迭代、中国车企竞争策略驱动,智能驾驶有望成为物理AI 率先落地的场景,带动产业链企业的投资机遇。支撑...

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