周三盘中，高通（QCOM）股价出现显著上涨，涨幅达5.05%，引发市场关注。这一涨势很可能与该公司最新宣布的战略合作有关。
据报道，高通与中国自动驾驶技术公司元戎启行于4月8日宣布达成技术合作。双方将基于高通的骁龙智驾平台（SA8650）共同开发多款支持ADAS/AD功能的高阶智能驾驶解决方案。这一合作涵盖了激光雷达和纯视觉两种方案，旨在实现包括城区NOA、高速NOA及自动泊车等功能，并且可以适配燃油车与新能源车型。
此次合作的一个重要亮点是双方将优化端到端鸟瞰视图（BEV）和Transformer等AI模型，提高系统对复杂交通场景的理解能力。同时，纯视觉方案通过算法优化，即使在强光、暗光等极端条件下也能保持优异表现，其感知能力已接近激光雷达方案。这一突破性进展有望为高通在智能驾驶市场带来新的增长机遇，这可能是投资者看好并推动股价上涨的主要原因之一。
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