汽车行业2025年中期投资策略:产业升级 出海加速

西南证券
21 Jul

智能汽车:特斯拉FSD入华可期,Robotaxi元年到来。1)特斯拉FSD入华,城市NOA成智驾标配。2月25日特斯拉向中国HW4.0车主推出备受期待的完全自动驾驶FSD功能,高阶智驾行业迎来重要参与者。2025年城市NOA持续快速进展,全年渗透率有望达12.2%,行业加速向上,利好具备相关布局的零部件标的。2)Robotaxi元年开启,智驾平权时代到来。Robotaxi行业进展不断,waymo、...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10