招商证券发表研报指,DeepSeek直接赋能汽车智能座舱体验提升,对自动驾驶技术有启发意义。自驾竞争三要素算法、数据、算力并未改变,包括特斯拉、华为、小鹏及理想在内的龙头玩家领先优势并未动摇,DeepSeek引发的创新会强化龙头公司领先优势。另外,此前算法技术领先,但算力资本不足的公司如小鹏汽车则获得更大的发展空间。招商证券维持看好由销量增长及智驾边际变化两因素驱动的吉利、小鹏、比亚迪组合,故上调...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.