自动驾驶板块2025年盘点:技术在前进,股价在犹豫

中文投资网
Dec 31, 2025

如果用一句话形容 2025 年的自动驾驶板块,那就是:技术在持续推进,但股价并没有同步跟上。Robotaxi 落地、L4 商业化、无人驾驶不断扩城,这些变化已经不再只是概念层面的想象。然而资本市场的态度却明显更为谨慎,市场已经不太愿意为“还需要时间兑现的故事”提前定价。把几只与自动驾驶强关联的美股放在一起看,今年的分化其实已经非常清楚,资金正在主动区分确定性与仍然需要耐心的可能性。从涨跌幅来看,...

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