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国信证券-汽车智能化月报系列(十五)：小鹏汽车端到端大模型量产上车，小米SU7城市智能驾驶即将开通十城-240604

从数据流的角度把握汽车智能化核心要素。当前的汽车智能化围绕数据流进行演进，数据流从获取、储存、输送、计算再应用到车端实现智能驾驶、应用到人端通过视听触等五感进行交互。行业新闻：1）特斯拉 AI 和 Autopilot 团队招人，传特斯拉中国正向相关部门备案 FSD；2）小鹏汽车 520 AI DAY，端到端大模型量产上车；3）小米 SU7 城市 NOA 即将开通十城，OTA 1.2.0 将于 6

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