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中金:多模態推理助力智能駕駛能力升階,相關主線值得關注

中金髮文稱,3月Google Gemini 2.5發佈,可實現多模態融合推理;4-5月階躍星辰、商湯、MiniMax先後發佈多模態推理成果,我們認爲技術進展意義在於:依託於多模態思維鏈的加入,多模態、推理模型兩條主線正在實現架構統一,多模態理解能力迎來提振。近期,理想、蔚來等車端交互具備多模態推理落地場景,技術架構的融合創新有望持續帶來應用場景延伸,多模態推理主線值得關注。

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