Chinese EV_ The impact of DeepSeek on Intelligent Driving

Chinese EV: The impact of DeepSeek on Intelligent Driving Eunice Lee, CFA +852 2918 5737 eunice.lee@bernsteinsg.com Mika Fu +852 2166 4805 mika.fu@bernsteinsg.com Frankie Fong +852 2123 2637 frankie.fong@bernsteinsg.com In the past week, several OEMs — including BYD, Geely, Great Wall, SAIC IM, and Dongfeng Nissan, etc. — have announced that they are integrating DeepSeek into their intelligent driving systems. We share some thoughts on the benefits and limitations associated with this development. 14 Februa ...