核心观点:当前市场对汽车明年刺激政策及产销总量预期较弱,汽车顺周期属性弱化,科技属性及新兴成长方向是核心主线。本周小鹏汽车及潍柴动力股价表现强势,其中小鹏上周科技日发布第二代VLA大模型、智驾(Robotaxi)、人形机器人Iron等提振市场预期,26年伴随特斯拉FSD V14、Robotaxi、Optimus等技术迭代定型及上市量产,汽车及机器人作为物理AI核心应用,有望催生产业趋势拐点,整车股...
Source Link核心观点:当前市场对汽车明年刺激政策及产销总量预期较弱,汽车顺周期属性弱化,科技属性及新兴成长方向是核心主线。本周小鹏汽车及潍柴动力股价表现强势,其中小鹏上周科技日发布第二代VLA大模型、智驾(Robotaxi)、人形机器人Iron等提振市场预期,26年伴随特斯拉FSD V14、Robotaxi、Optimus等技术迭代定型及上市量产,汽车及机器人作为物理AI核心应用,有望催生产业趋势拐点,整车股...
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