智通财经APP获悉，中信建投发布研究报告称，看好25年整车及智驾产业链估值重塑，整车投资机会在于智能化赋能后销量、利润的提升，零部件投资机会在于硬件公司在1-10阶段的业绩稳步兑现，以及拥有新技术、新商业模式的供应商在0-1阶段的估值提升。
2月10日比亚迪股份(01211)发布全新智能驾驶战略，今年拟实现全系车型智驾标配，且“加量不加价”，价格体系与24款保持一致，从6.98w起的海鸥到17.98w起的汉、唐全系标配智能驾驶天神之眼C，公司基于前所未有的规模效应实现智驾低成本搭载和快速迭代，价格体系和配置范围均超出此前市场预期，真正实现智驾平权。
汽车智驾及人形机器人是AI端侧应用核心场景，特斯拉FSD端到端大模型已迭代至V13版本并于近期北美市场推送，规划25年6月美国奥斯汀robotaxi商业运营及年内FSD入华;比亚迪等自主品牌推动中阶智驾普及，2024年国内L2+高阶智驾渗透率仅为8.5%，比亚迪及后续自主品牌新车密集上市有望推动国内L2+渗透率提升至30%+。
此外，一周内包括比亚迪、吉利汽车(00175)、长城汽车(02333)等近20家车企宣布与DeepSeek完成深度融合，在智能座舱和AI运营等领域开启新的探索。
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