AI大模型将“上车”，宝马与阿里达成战略合作，智能车ETF泰康(159720)盘中大幅溢价，近1月新增份额居同类产品第一

Group 1 - BMW Group has formed a strategic partnership with Alibaba Group to integrate AI large models into its new generation of vehicles in the Chinese market, enhancing user interaction in smart in-car systems [1] - The AI large language model and intelligent agents will be featured in BMW's first domestically produced new generation model by 2026, aiming for more natural and seamless human-vehicle interaction [1] - The smart car ETF from Taikang (159720) has seen significant growth, with a 300,000 share increase in the past month, leading in new share additions among comparable funds [1][2] Group 2 - Dongwu Securities predicts a systematic valuation recovery and expansion in the automotive market by 2025, with Tesla continuing to set industry benchmarks through its FSD and robotics technologies [2] - Domestic automakers are accelerating their smart strategies and promoting robotics, although market consensus may vary, leading to potential fluctuations in performance among different companies [2] - The smart car ETF closely tracks the CSI Smart Electric Vehicle Index, which includes companies involved in various aspects of the smart electric vehicle industry, reflecting the overall performance of listed companies in this sector [2]