智通财经APP获悉，耐世特(01316)再涨超4%，截至发稿，涨4.04%，报7.98港元，成交额3.37亿港元。
消息面上，近日，《汽车行业稳增长工作方案（2025—2026年）》正式印发，其中提出，推进智能网联汽车准入和上路通行试点，有条件批准L3级车型生产准入。国证国际此前指，随着L3及以上自动驾驶的普及，线控转向的需求量将伴随高级别自动驾驶的快速渗透而提升。耐世特作为头部tier1厂商，拥有强大的先发优势，是线控转向的核心标的。
此外，近期，特斯拉产业链利好不断，特斯拉CEO马斯克近日称，计划周六对AI5芯片设计进行技术评估，下周将召开关于人工智能/自动驾驶系统、Optimus机器人、车辆产量的会议。国证国际此前表示，耐世特为全球转向龙头，自动驾驶与特斯拉产业链稀缺标的。
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.