智通财经APP获悉，智驾概念股表现亮眼，截至发稿，浙江世宝(01057)涨16.88%，报7.2港元；耐世特(01316)涨3.88%，报8.03港元；均胜电子(00699)涨2.61%，报17.7港元；敏实集团(00425)涨1.49%，报46.22港元。
消息面上，2月18日，特斯拉宣布首辆Cybercab在美国德州超级工厂下线，标志着Robotaxi开始向实车落地阶段迈进，并将为其大规模铺开Robotaxi服务奠定基础。
东方证券发布研报称，随着实车落地完成，预计后续Cybercab按既定计划量产及后续爬坡的确定性较高。根据特斯拉规划，Cybercab产量增长将遵循S曲线，长期目标产量将远超特斯拉所有其他车型总和，预计进入Cybercab配套体系的汽零公司将有望持续迎来增量配套机会。
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