中金：英伟达(NVDA.US)扩大智驾软硬件生态圈国内头部智驾供应商迎来出海机遇

智通财经01-07

智通财经APP获悉，中金发布研报称，在本周CES展会上，英伟达(NVDA.US)宣布全球DRIVE Hyperion生态系统正在扩张，纳入了包括博世、禾赛-W(02525)等在内的多家一级供应商及传感器合作伙伴。英伟达打造的DRIVE Hyperion平台集成计算、传感器、及安全功能，目标在于推动汽车制造商与自动驾驶软件生态迈向大规模量产。国内智驾供应商在中国市场充分积累研发、规模化生产经验，有望...

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overseas","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDY":0.6,"NVD3.UK":0.6,"3NVD.UK":0.6,"NVDU":0.6,"SNVD.UK":0.6,"NVDA":1.97,"NVD":0.6,"2NVD.UK":0.6,"NVIW.SI":0.6,"NVDX":0.6,"NVDD":0.6,"NVD2.UK":0.6,"NVDS.UK":0.6,"NVDS":0.6},"content_text":"智通财经APP获悉，中金发布研报称，在本周CES展会上，英伟达(NVDA.US)宣布全球DRIVE Hyperion生态系统正在扩张，纳入了包括博世、禾赛-W(02525)等在内的多家一级供应商及传感器合作伙伴。英伟达打造的DRIVE Hyperion平台集成计算、传感器、及安全功能，目标在于推动汽车制造商与自动驾驶软件生态迈向大规模量产。国内智驾供应商在中国市场充分积累研发、规模化生产经验，有望通过英伟达生态圈加速进入全球市场。中金主要观点如下：英伟达扩大智驾合作圈，国内头部智驾供应商迎来出海机遇英伟达打造的DRIVE Hyperion平台集成计算、传感器、及安全功能，目标在于推动汽车制造商与自动驾驶软件生态迈向大规模量产。DRIVE Hyperion 开放量产架构的合作伙伴涉及感知层、决策层、执行层等智驾各个环节，其中国内Tier1供应商德赛西威、禾赛-W(02525)均为该平台适配认证的合作伙伴。国内智驾供应商在中国市场充分积累研发、规模化生产经验，有望通过英伟达生态圈加速进入全球市场。全球智驾发展节奏提速，国内外龙头加快布局智驾领域在CES展会上，英伟达推出Alpamayo开源VLA人工智能算法，并规划于2027年推出L4级Robotaxi。特斯拉已在2025 年下半年启动Robotaxi在奥斯汀等城市商业化运营，并计划在2026年量产Cybercab。小马智行已部署超千辆Robotaxi车队，文远知行发力中东市场，并在阿布扎比逐步迈向单车盈亏平衡。随着海外英伟达、特斯拉(TSLA.US)，国内小马智行-W(02026)、文远知行-W(00800)、小鹏汽车-W(09868)等加速布局自动驾驶，全球智驾有望进一步打开成长空间。国内高阶智驾已跨过渗透率拐点，看好国内智能驾驶各环节龙头领跑全球市场中金认为，高阶智驾渗透率持续提升，推动智驾产业链发展，预计随着L3、L4级别智驾渗透率提升，智驾软硬件单车配套价值量有望提升，叠加头部供应商加速切入海外市场，国内智能驾驶各环节龙头公司有望迎来量价齐升周期。风险因素智驾技术发展不如预期，行业竞争加剧风险，存在政策变化风险。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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中金：英伟达(NVDA.US)扩大智驾软硬件生态圈 国内头部智驾供应商迎来出海机遇

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中金：英伟达(NVDA.US)扩大智驾软硬件生态圈国内头部智驾供应商迎来出海机遇