小马智行-W今日盘中大涨7.71%,成为智能驾驶板块中表现突出的个股之一。
消息面上,特斯拉正式宣布其FSD监督版登陆包括中国在内的全球多个核心市场。海外成熟高阶智驾方案的入局,为国内竞争激烈的智能驾驶赛道注入了全新的外部变量,直接点燃了资本市场对整个板块的投资热情,带动相关概念股全线走强。
行业分析认为,特斯拉FSD的准入是对智能驾驶软件价值和硬件增量的共同催化。随着高阶自动驾驶向规模化商用迈进,具备全栈自研能力的头部车企及相关产业链公司有望受益于技术落地带来的产品溢价与估值提升。
小马智行-W今日盘中大涨7.71%,成为智能驾驶板块中表现突出的个股之一。
消息面上,特斯拉正式宣布其FSD监督版登陆包括中国在内的全球多个核心市场。海外成熟高阶智驾方案的入局,为国内竞争激烈的智能驾驶赛道注入了全新的外部变量,直接点燃了资本市场对整个板块的投资热情,带动相关概念股全线走强。
行业分析认为,特斯拉FSD的准入是对智能驾驶软件价值和硬件增量的共同催化。随着高阶自动驾驶向规模化商用迈进,具备全栈自研能力的头部车企及相关产业链公司有望受益于技术落地带来的产品溢价与估值提升。
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