金吾财讯 | 华泰证券表示，4/23，该行参加上海车展媒体日活动，实地走访了包括小米、比亚迪、问界、蔚来、理想、小鹏、极氪等整车品牌，以及地平线、黑芝麻、Momenta、芯驰等芯片/平台公司。
该行观察到：1）智能驾驶改名，企业强调安全。参展公司在宣传中弱化“智驾”宣传，安全成为消费者考虑的重点；2）会场上国际记者/博主增多，出海是企业主线。国际记者以及博主参展较多，侧面反映中国电动车的全球影响力；3）“世界模型”成为AI辅助驾驶的新技术趋势。会场上各车企及平台供应商强调“世界模型”，智能驾驶竞争进入“深水区”。
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