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东吴证券-汽车行业深度报告：AI+汽车智能化系列之一【大模型+政策+功能】三重共振开启L3智能化大行情！-230618
重视新一轮汽车智能化大周期向上行情！复盘 2010年以来汽车智能化行情已经走完2波：1）2014-2016年（mobileye/博世引领全球L2辅助驾驶，关键技术摄像头等视觉创新，代表性应用AEB/LCC等);2)2020-2022年（特斯拉引领全球准L3辅助驾驶，关键技术是大算力芯片+域控制器，代表性应用自动泊车+高速辅助驾驶）。
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