端到端有望推动全球智驾市场向万亿级空间增长,国产芯片正在对海外龙头形成追击之势。地平线为主机厂和Tier1 提供软硬件一体的性价比解决方案,有望在智驾下沉趋势中占得先机。首次覆盖,给予买入评级。支撑评级的要点端到端开启高阶智驾元年,全球智驾市场万亿级空间可期。端到端智驾采用神经网络模型替代传统的模块化设计,在减少数据损耗、提高处理效率、轻量化部署等方面均有显著改善。2024 年特斯拉FSD v12...
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