金吾财讯 | 智能驾驶板块今日高开，涂鸦智能(02391)涨4.81%，小马智行(02026)涨4.80%，文远知行(00800)涨2.53%，知行科技(01274)涨2.28%，中国重汽(03808)涨2.16%，零跑汽车(09863)涨1.20%，小米集团-W(01810)涨1.12%。消息面上，3月19日，小马智行向如祺出行交付搭载小马智行第七代自动驾驶系统的全新广汽埃安霸王龙Robotaxi，首批交付超百辆；该批车辆已接入如祺出行平台运营。
东吴证券研报指，截至2026年3月20日，行业政策持续加码，广东及工信部等推动自动驾驶技术研发与标准制定，企业端动作频繁，文远知行、英伟达等加速商业化与技术合作。当前板块投资继续聚焦2026年L4RoboX主线，优先配置B端软件标的，H股与A股分别优选小鹏汽车、地平线机器人等及千里科技、德赛西威等，下游应用与上游供应链均有明确标的布局。
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