智通财经APP获悉，小鹏汽车-W(09868)涨近6%，截至发稿，涨4.59%，报64.95港元，成交额6.56亿港元。
消息面上，3月2日，据经济日报报道，小鹏汽车在广州举办第二代VLA媒体体验日，并宣布第二代VLA(视觉语言动作模型)将于3月正式面向用户开启推送。作为该公司面向完全自动驾驶目标打造的物理世界大模型，第二代VLA试图在技术范式上完成一次“重构”，在汽车行业从L2向更高阶智能驾驶过渡的关键节点。
与此同时，在活动现场，2026款小鹏X9纯电版同步上市，形成“一车双能”的产品组合，为第二代VLA提供首批重要落地方向。长江证券认为，智驾进展持续领先构筑AI时代核心护城河，小鹏汽车智驾VLA升级有望带来飞跃。该行另指，2026年公司处于新车大年，多款新车预期上市持续增强销量周期。
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