计算机行业周报：海外智能驾驶持续放大招

Investment Rating - The report maintains an "Overweight" investment rating for the industry [1] Core Insights - The report highlights significant advancements in autonomous driving technology, particularly with Tesla's FSD v13, which is expected to improve the miles driven between necessary interventions by 5 to 10 times [3][15][17] - Waymo has achieved a weekly order volume exceeding 100,000, marking a tenfold increase compared to the previous year, indicating accelerated commercialization [4][23] - The industry is transitioning into an end-to-end era for intelligent driving, driven by algorithms, computing power, and data feedback loops [5][32] Summary by Sections 1. Tesla's FSD v13 Release - Tesla has begun releasing FSD v13.2 to select external customers, with improvements expected in driving performance [3][15] - The update includes enhancements in model size, context length, and various functionalities aimed at improving the driving experience [18][20] 2. Waymo's Commercialization Progress - Waymo's weekly paid order volume has surpassed 100,000, with significant growth since the start of operations in Los Angeles [4][23] - The company has received substantial investment totaling $5.6 billion, which will support further expansion of its robotaxi services [28][29] 3. Transition to End-to-End Algorithms - The report discusses the shift from traditional control algorithms to end-to-end neural network solutions, which are expected to enhance the performance of autonomous driving systems [5][32] - Data accumulation is crucial for training algorithms, with Tesla's fleet having driven over 2 billion miles under FSD supervision, significantly contributing to algorithm improvement [44] 4. Investment Recommendations - The report suggests focusing on companies within the intelligent vehicle sector, including Huawei's automotive partners and various players in the autonomous driving supply chain [6][55]