The "ChatGPT moment" of the ① smart car may have come. The company is a full-stack player of automotive electronics, and the high-level intelligent driving system has realized the operation service without security staff in many places. ② 3 billion less than the market capitalization of the catering recovery target, the category expanded to new tea, baking, etc., analysts expect second-quarter profit to rise 50% year-on-year, full-year 70% +.