【券商聚焦】中金公司:特斯拉对高阶智驾及Robotaxi带来鲶鱼效应

金吾财讯
Jun 03

金吾财讯 | 中金公司表示,近日,特斯拉在1Q26财报业绩会指引目标于3Q26获得FSD进入中国市场的批准,5月21日特斯拉在其全球FSD版图中官宣中国落地,同时特斯拉Cybercab已于2026年4月启动规模化量产。特斯拉FSD全球版图扩张速度加快,该机构预计或加速全球智驾渗透率提升。同时,特斯拉对高阶智驾及Robotaxi带来鲶鱼效应,进一步提升消费者对智能驾驶的接受度,从而推动产业链进入放量周期。

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