金吾财讯 | 智能驾驶板块多数上涨，泽景股份(02632)涨32.71%，文远知行(00800)绩后涨10.09%，小马智行(02026)涨4.74%，知行科技(01274)涨3.08%，喜相逢集团(02473)涨2.31%，地平线机器人(09660)涨2.81%，吉利汽车(00175)涨2.68%。消息面上，东吴证券研报指，近日广东印发2026-2035产业规划，加快L3/L4自动驾驶研发。工业和信息化部等三部门召开新能源汽车行业企业座谈会提出，要加快自动驾驶技术攻关突破，优化准入试点流程、加快相关标准制定，为规模量产创造有利条件。文远知行计划4月1日在新加坡Punggol地区向公众开放试运营。英伟达推出Alpamayo1.5自动驾驶模型，并宣布与比亚迪、吉利、五十铃、日产等车企合作，基于NVIDIADRIVEHyperion平台开发L4级自动驾驶汽车，当前时点智能汽车板块投资建议继续坚定看好2026年L4RoboX主线。
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