金吾财讯 | 招银国际表示，2月10日，比亚迪在深圳总部举行的“汽车智能化战略”发布会上宣布，将在所有价格超过10万元的车型和3款价格低于10万元的车型上搭载其“天神之眼”先进智能驾驶系统。首批21款车型均配备行业领先的端到端大型语言模型LLM、5个毫米波雷达、12个摄像头和12个超声波雷达。由于比亚迪智能驾驶进展今年显著加快，该行认为智驾供应链包括域控制器/传感器/连接器/显示等零部件公司将有望受益，包括比亚迪电子（ADAS/域控制器）、舜宇光学科技/丘钛科技/高伟电子/瑞声科技（摄像头/LDAR/雷达）、京东方精电（显示器）、瑞声科技（声学）和立讯精密/鸿腾精密（连接器）。
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