金吾财讯 | 智驾概念股持续走高，截止发稿，浙江世宝（01057）涨8.80%，赛力斯（09927）涨6.84%，喜相逢集团（02473）涨3.37%，五一视界（06651）涨3.17%，长城汽车（02333）涨2.60%，广汽集团（02238）涨2.55%，比亚迪股份（01211）涨1.92%，泽景股份（02632）涨1.45%，MOMENTA-W（06880）涨1.11%。
消息面上，中信建投证券研究指，基于景气度及估值、成长空间这两条投资脉络，当前时间重点提示商用车、摩托车板块及机器人、智驾等物理AI板块的配置机会，前者出海支撑高景气及盈利兑现，且或受益于当前低估值稳健红利风格；后者股价经过近期剧烈回调已处于历史低位，产业趋势及成长空间依旧清晰，建议积极配置已经深入卡位的优质底部α标的。国联民生证券日前表示，国内智驾正从功能普及迈向高阶渗透，2026年智驾平权有望持续加速，15万元以下市场将成为NOA渗透率提升的重要增量。海外市场，特斯拉FSDV14.3.x持续迭代，累计行驶里程突破100亿英里，叠加AI算力储备与Robotaxi小规模无监督运营，持续引领商业化验证。
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