智驾观察②|高阶智驾普及,会给供应链和保险行业带来什么?

红星新闻
21 Feb

红星资本局2月21日消息,今日,比亚迪(002594.SZ)盘中股价涨至386.5元/股,刷新历史新高,总市值达1.12万亿元。此前比亚迪发布全民智驾战略,公司股价飙涨,多家智驾概念股也迎来猛涨。业内认为,从产业链层面来看,比亚迪推动下高阶智驾普及,智驾系统的装机量将实现翻倍增长,规模化需求将拉动上游芯片、传感器等产业链的技术升级与成本下降。与此同时,有实力的车企也在加速自研,传统供应商面临被车企...

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