智能汽车主线周报:大湾区智能网联汽车路测与示范应用互认 看好智能化

东吴证券
Jan 18

本周智能汽车行情复盘:我们编撰的智能汽车指数-2.7%,智能汽车指数(除特斯拉)-5.6%。截至2026年1月16日,智能汽车指数PS(TTM)为13.7x,该估值位于2023年初以来93%分位数;智能汽车指数(除特斯拉)PS(TTM)为6.9x,该估值位于2023年初以来95%分位数。智能汽车指数标的池中曹操出行、亚太股份、经纬恒润、希迪智驾、禾赛涨幅前五。本周行业核心变化:1)上海规划到...

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