计算机行业：人工智能赋能，智能驾驶进程加速

Investment Rating - The industry rating is maintained at "Overweight" [4] Core Insights - The report highlights the acceleration of intelligent driving processes empowered by artificial intelligence, particularly with the upgrade of Xiaopeng Motors' autonomous driving brand to "Xiaopeng Turing AI Driving" [3][4] - The report emphasizes the development of AI models and chips, with Xiaopeng's cloud model being 80 times the parameters of its vehicle model, indicating significant advancements in technology [2] - The Ministry of Transport is drafting implementation opinions on "Artificial Intelligence + Transportation," which will promote the development of intelligent transportation [2] Summary by Sections Industry Performance - The industry has shown a relative return of 10.42% over the past month, 43.31% over the past three months, and a negative return of -5.39% over the past year [1] - Absolute returns were 11.1% for one month, 61.23% for three months, and 7.06% for twelve months [1] Investment Recommendations - The report suggests focusing on companies within the intelligent driving industry chain, including Siwei Tuxin, Zhongke Chuangda, Desay SV, and Jingwei Hirun, due to the expected acceleration in the development of intelligent driving capabilities [2]