招银国际发表研报指,比亚迪(01211.HK) 正式发布“天神之眼”高阶智驾系统,当中10万元级别以上的车型全系标配,另有3款10万元人民币以下车型亦会搭载该系统,首批涉及21款车型,所有均配备端到端的大型语言模型、5毫米波雷达、12个镜头和12个超声波雷达等高规格零件。
招银国际认为,比亚迪加快推进智能驾驶的步伐以及强大的新车型管线,将促进中国智能驾驶的普及,认为比亚迪电子(00285.HK) 、英恒科技(01760.HK) 、舜宇光学(02382.HK) 、丘钛科技(01478.HK) 、高伟电子(01415.HK) 、瑞声科技(2018.HK)、京东方精电(00710.HK) 、立讯精密(002475.SZ) 和鸿腾(06088.HK) 等将受惠,全数给予“买入”评级。(gc/k)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-11 16:25。) (A股报价延迟最少十五分钟。)
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