➀ Tesla's strategic focus on AI and autonomous driving, including investments in end-to-end algorithms, FSD chips, and Dojo computing, is often underestimated. ➁ The transition from traditional MCUs to centralized chip architectures in EVs enables software-defined vehicle capabilities, which is essential for future innovation. ➂ NIO's recent technological breakthroughs, such as the 5nm Shenqi NX9031 chip and the SkyOS·Tianshu operating system, position it as a significant player in the intelligent EV market.